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U2A Ventures

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  • TrueCar jumps on CEO's purchases [View news story]
    Cramer just gave this one a no go ... you know what that means!
    Feb 25, 2015. 05:51 PM | Likes Like |Link to Comment
  • Huntington Bancshares to Acquire Macquarie Equipment Finance, Inc. [View article]
    Have been long $HBAN for almost 6 years, great bank, forever stock.
    Feb 24, 2015. 08:00 AM | Likes Like |Link to Comment
  • Dumpster Diving For Dividends [View article]
    Yes, many mom and pop around my area.
    Feb 23, 2015. 06:51 PM | Likes Like |Link to Comment
  • Dumpster Diving For Dividends [View article]
    thoughts on some consolidation in the industry this year? Thinking it will be a big M&A year.
    Feb 22, 2015. 01:04 PM | Likes Like |Link to Comment
  • Ford January European car registrations: +5.4% [View news story]
    Keep growing in Europe $F!
    Feb 17, 2015. 10:09 AM | Likes Like |Link to Comment
  • Medallion Financial beats by $0.02 [View news story]
    They continue to impress
    Feb 17, 2015. 09:33 AM | 1 Like Like |Link to Comment
  • 6 Ways Rite Aid's Acquisition Of EnvisionRx Will Take Its Stock Higher [View article]
    love the article, awesome recaps.
    Feb 11, 2015. 05:10 PM | Likes Like |Link to Comment
  • Outerwall: Undervalued, New Dividend, And Multiple Catalysts [View article]
    This is true, you do have to get off the couch to return the DVD, but I think the same convenience applies... You rent the DVD after starring at the machine in the checkout line.. but you know that the next morning on your way to work you pass by 2 kiosks, during lunch when you grab a coffee theres a kiosk next door, etc. I think the convenience does go both ways for a lot of folks.
    Feb 10, 2015. 09:51 PM | Likes Like |Link to Comment
  • Outerwall: Undervalued, New Dividend, And Multiple Catalysts [View article]
    Outerwall is a new company I have been following closely since the CEO departed. This is a great article, right to the point. I do have an observation on RedBox. The author states a few times that consumers have shown they are willing to get off the couch and go to the nearest RedBox to rent a movie for a few dollars cheaper streaming from Apple (or others). I do think this is true, but I dont think this is the driver. In many cases RedBox's are in super markets, shopping plazas, pharmacies, etc. These locations have constant traffic and usually they are the "last stop before home" - meaning, you dont go grocery shopping, buy milk and eggs then run 10 more errands before going home. In that case many times you walk by the RedBox on your way to the car about to go home and think "lets see what RedBox has" and end up with 1 or 2 DVDs. Strategic location of the kiosks is the major driver. Just my 2 cents... Long $OUTR via Call options.
    Feb 10, 2015. 02:43 PM | 1 Like Like |Link to Comment
  • Notable earnings after Thursday’s close [View news story]
    First ever dividend!
    Feb 6, 2015. 07:18 AM | Likes Like |Link to Comment
  • Nuance -2.5% due to light guidance, new bookings drop [View news story]
    Someone needs to buy it
    Feb 5, 2015. 06:29 PM | Likes Like |Link to Comment
  • Outerwall beats by $0.07, beats on revenue [View news story]
    Bravo!
    Feb 5, 2015. 05:26 PM | 1 Like Like |Link to Comment
  • 5 Real Estate Trusts To Outperform In 2015 [View article]
    awesome writeup! Great info on the self storage REITs those are my favorite right now! Long $CUBE via multiple CALL options.
    Feb 5, 2015. 09:08 AM | Likes Like |Link to Comment
  • Staples acquires Office Depot for $6.3B [View news story]
    yes and many more as CVS, WAG and RAD all have "superstore" concepts with larger office supply sections.
    Feb 4, 2015. 08:06 AM | Likes Like |Link to Comment
  • WSJ: Staples, Office Depot in advanced talks to combine [View news story]
    +target, cvs, wag, rad, local shops, wb mason, etc.

    I think this is the only logical move if brick and mortar office supply wants to continue some kind of existence.
    Feb 3, 2015. 08:12 AM | 1 Like Like |Link to Comment
COMMENTS STATS
218 Comments
315 Likes