AplhaFan's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/2187241/comments http://seekingalpha.com/article/1456321/comments?source=feed#comment-19195771 19195771 then why is it published on site of investment discussions?

I am also surprised to see how the author can argue with his readers for personal choices of anything that is not related to investing.

it was waste of time.]]> Fri, 24 May 2013 03:45:27 -0400 then why is it published on site of investment discussions?

I am also surprised to see how the author can argue with his readers for personal choices of anything that is not related to investing.

it was waste of time.]]> http://seekingalpha.com/article/1449181/comments?source=feed#comment-19108281 19108281
Gordman has less than 100 stores, and unable to pay its rent. But, their market cap is $280M. So, do you really expect an increase in GMAN stock? I would not. or I would expect Bonton to go much higher, if we compare business values. However, Bonton made a noce progress from around $12 to current prices of $19 just in 30 days. And it is rated as Sell, at least at some rating firms whose ratings I actually thinks sucks. But, it is still a rating.

On the other hand, TJX stores market cap is $38B !!!
But, not with 100 or 300 stores. I do not have the number but I know in every big city they 10-15 stores, and the they are almost everywhere in the US, and they do business in UK and other counties of Europe.

So, if GMAN can be operated better, I see a potential for growth. But, the question is if that is possible. I have never been to GMAN stores, and I like to see one when I get a chance. They are only 6 hours away from me.

This was the time to grow when economic climate has been positive for a while. If GMAN could not take the advantage now, I do not know when they are going to do that.

I would prefer to put my money somewhere else.]]> Wed, 22 May 2013 08:00:22 -0400
Gordman has less than 100 stores, and unable to pay its rent. But, their market cap is $280M. So, do you really expect an increase in GMAN stock? I would not. or I would expect Bonton to go much higher, if we compare business values. However, Bonton made a noce progress from around $12 to current prices of $19 just in 30 days. And it is rated as Sell, at least at some rating firms whose ratings I actually thinks sucks. But, it is still a rating.

On the other hand, TJX stores market cap is $38B !!!
But, not with 100 or 300 stores. I do not have the number but I know in every big city they 10-15 stores, and the they are almost everywhere in the US, and they do business in UK and other counties of Europe.

So, if GMAN can be operated better, I see a potential for growth. But, the question is if that is possible. I have never been to GMAN stores, and I like to see one when I get a chance. They are only 6 hours away from me.

This was the time to grow when economic climate has been positive for a while. If GMAN could not take the advantage now, I do not know when they are going to do that.

I would prefer to put my money somewhere else.]]> http://seekingalpha.com/article/1443191/comments?source=feed#comment-18972621 18972621
I believe Elon Musk is pretty much aware of where he is placed by public and investors. He is holding the golden key for more profits than today. He will not hand over the key to someone else before he extracts everything possible. If he makes a mistake, I believe he will honestly admit that and apologize and pay the cost in terms of losing some value of stock. But, later he will gain back multiple times of that cost.

I prefer to count the number of green flags and go with Elon Musk. There is certainly a bright future. Every drop is an opportunity for more and cheaper buy. Just be cautious and keep some cash for any downs.]]> Sat, 18 May 2013 00:14:16 -0400
I believe Elon Musk is pretty much aware of where he is placed by public and investors. He is holding the golden key for more profits than today. He will not hand over the key to someone else before he extracts everything possible. If he makes a mistake, I believe he will honestly admit that and apologize and pay the cost in terms of losing some value of stock. But, later he will gain back multiple times of that cost.

I prefer to count the number of green flags and go with Elon Musk. There is certainly a bright future. Every drop is an opportunity for more and cheaper buy. Just be cautious and keep some cash for any downs.]]> http://seekingalpha.com/article/1372361/comments?source=feed#comment-18838601 18838601
Let's see what happened since they rated this stock as Bull of the Day?
The stock closed at $34.28 on Apr 25. And moved just between $34 and $35 since then. So, what kind of Bull of the Day was it?
I cannot understand their ratings.
Can you? Then, please let me know too.

Is anyone paying for their services? You should ask for full refund. It should be your legal right. Because they do not give you anything. And even worse, their suggestions always make you lose.]]> Wed, 15 May 2013 05:31:06 -0400
Let's see what happened since they rated this stock as Bull of the Day?
The stock closed at $34.28 on Apr 25. And moved just between $34 and $35 since then. So, what kind of Bull of the Day was it?
I cannot understand their ratings.
Can you? Then, please let me know too.

Is anyone paying for their services? You should ask for full refund. It should be your legal right. Because they do not give you anything. And even worse, their suggestions always make you lose.]]> http://seekingalpha.com/article/1433331/comments?source=feed#comment-18838501 18838501 Zacks Bear of the Day: MNST = 4% up !!!

What an amazing research company is this ?!?!?
Who decides to publish them here?
and who gives them the number 4 spot?
Put them where they belong to, that is the trash can.

Market does not care about Zacks at all.
In fact, Zacks do not know what they are doing.
I can prove it with many many examples.

Take GRPN for example. It is up almost 9%. But, you know what Zacks rating is: #3, that is Hold. They degraded from #2 = Buy.

Want another one? I will keep it for another article.]]> Wed, 15 May 2013 05:18:31 -0400 Zacks Bear of the Day: MNST = 4% up !!!

What an amazing research company is this ?!?!?
Who decides to publish them here?
and who gives them the number 4 spot?
Put them where they belong to, that is the trash can.

Market does not care about Zacks at all.
In fact, Zacks do not know what they are doing.
I can prove it with many many examples.

Take GRPN for example. It is up almost 9%. But, you know what Zacks rating is: #3, that is Hold. They degraded from #2 = Buy.

Want another one? I will keep it for another article.]]> http://seekingalpha.com/article/1423421/comments?source=feed#comment-18726471 18726471 Sun, 12 May 2013 03:52:32 -0400 http://seekingalpha.com/article/1423421/comments?source=feed#comment-18700751 18700751 And the market decided that the value of the Z should be 4% less today.
In this case, this is what I take from this article:

- Market does not care about Zack's ratings.
- Zacks cannot keep the records on their web site as good as necessary.
- Zacks employs people who do not know what they are doing.
- If a stock is picked as the Bull of the day, why can't you rate it #1?]]> Fri, 10 May 2013 23:57:19 -0400 And the market decided that the value of the Z should be 4% less today.
In this case, this is what I take from this article:

- Market does not care about Zack's ratings.
- Zacks cannot keep the records on their web site as good as necessary.
- Zacks employs people who do not know what they are doing.
- If a stock is picked as the Bull of the day, why can't you rate it #1?]]> http://seekingalpha.com/article/1381631/comments?source=feed#comment-18608051 18608051 Probably that's why I was thinking they were the same company. How can they become so similar?
I made online purchases from Dicks, Sports Authority and Models.
They carry exact same products, with same prices. Their shipping and invoicing looks almost 100% similar, except the logo and store names. Unbelievable similarity !!!
Thanks for correcting me.]]> Wed, 08 May 2013 23:07:31 -0400 Probably that's why I was thinking they were the same company. How can they become so similar?
I made online purchases from Dicks, Sports Authority and Models.
They carry exact same products, with same prices. Their shipping and invoicing looks almost 100% similar, except the logo and store names. Unbelievable similarity !!!
Thanks for correcting me.]]> http://seekingalpha.com/article/1381631/comments?source=feed#comment-18563631 18563631 And I am saying, ANF always offers the same styles, nothing is quite different. Moreover, they had better styles in the past. The fact is that their fashion is not new any more.
To me, it sounds like a speculative play, especially with GS involved. ]]> Tue, 07 May 2013 23:15:43 -0400 And I am saying, ANF always offers the same styles, nothing is quite different. Moreover, they had better styles in the past. The fact is that their fashion is not new any more.
To me, it sounds like a speculative play, especially with GS involved. ]]> http://seekingalpha.com/article/1381631/comments?source=feed#comment-18563261 18563261 Let me know if you know a city where they have both stores.]]> Tue, 07 May 2013 23:06:02 -0400 Let me know if you know a city where they have both stores.]]> http://seekingalpha.com/article/1391201/comments?source=feed#comment-18340221 18340221 After the earnings released, they changed their rating to #5 - Strong Sell.
Something to keep in mind.]]> Wed, 01 May 2013 22:04:13 -0400 After the earnings released, they changed their rating to #5 - Strong Sell.
Something to keep in mind.]]> http://seekingalpha.com/article/1359991/comments?source=feed#comment-17966451 17966451 What is the situation when these numbers are 10+10, or 25+25?
Just like choosing 500+500 does not make sense, I think 100+100 is just misleading too. I believe, when that number comes down, for example to 25+25 or so, the gap between Netflix and its rivals will come to quite normal numbers that will show a situation where Netflix is not leading by far by the most favorite content.]]> Tue, 23 Apr 2013 02:48:16 -0400 What is the situation when these numbers are 10+10, or 25+25?
Just like choosing 500+500 does not make sense, I think 100+100 is just misleading too. I believe, when that number comes down, for example to 25+25 or so, the gap between Netflix and its rivals will come to quite normal numbers that will show a situation where Netflix is not leading by far by the most favorite content.]]> http://seekingalpha.com/article/1322591/comments?source=feed#comment-17596471 17596471 I believe it is not a secret. Could you share the link?
I may want to get similar info for all other stocks.
Thanks.]]> Sun, 14 Apr 2013 08:41:47 -0400 I believe it is not a secret. Could you share the link?
I may want to get similar info for all other stocks.
Thanks.]]> http://seekingalpha.com/article/1332921/comments?source=feed#comment-17484901 17484901 Thu, 11 Apr 2013 07:41:00 -0400 http://seekingalpha.com/article/1322591/comments?source=feed#comment-17335381 17335381 http://bit.ly/10Gsihr

What I see is the passion for growth, and this seems to be including some markets in overseas. I do not know how many customers they have outside the US, but this is like fashion. Once it starts to be known, then it spreads exponentially. That is what happened with SAP.

The reason of the overvalued current price may be depending on this future hopes. And, I would like to think that a company who does not have serious plans on this kind of growth would not open this many positions. In other words, they seem to be getting ready for a world brand in their market segment. At the same time, they may add new products to their portfolio.

Rather than the current facts, it is the value of the future hopes that sets the price of shares. I think that is the case with WDAY. It is already at the value that might be real 2 years later.

Besides all these good things, in case of any unexpected bad news like management shake up etc, they will loose a lot. Not really sure where this will go in the near future, but in the long term, it may be a new SAP.]]> Sun, 07 Apr 2013 22:47:04 -0400 http://bit.ly/10Gsihr

What I see is the passion for growth, and this seems to be including some markets in overseas. I do not know how many customers they have outside the US, but this is like fashion. Once it starts to be known, then it spreads exponentially. That is what happened with SAP.

The reason of the overvalued current price may be depending on this future hopes. And, I would like to think that a company who does not have serious plans on this kind of growth would not open this many positions. In other words, they seem to be getting ready for a world brand in their market segment. At the same time, they may add new products to their portfolio.

Rather than the current facts, it is the value of the future hopes that sets the price of shares. I think that is the case with WDAY. It is already at the value that might be real 2 years later.

Besides all these good things, in case of any unexpected bad news like management shake up etc, they will loose a lot. Not really sure where this will go in the near future, but in the long term, it may be a new SAP.]]> http://seekingalpha.com/article/1322591/comments?source=feed#comment-17304541 17304541 Sat, 06 Apr 2013 13:35:33 -0400 http://seekingalpha.com/article/1322591/comments?source=feed#comment-17304201 17304201 I would think that I would only sell Calls, and forced to cover them on the Expiration Date, if I do not cover them before. No?]]> Sat, 06 Apr 2013 13:23:29 -0400 I would think that I would only sell Calls, and forced to cover them on the Expiration Date, if I do not cover them before. No?]]> http://seekingalpha.com/article/1322591/comments?source=feed#comment-17303891 17303891 WDAY)
http://bit.ly/12stLx0

Especially among the lastest ratings, I do not see anything that suggests to Sell. I checked Zack's rating as well, that is going upwards in every 30 days. Currently they are in between Buy & Hold, but in 90 days they think it will be a pure Buy.]]> Sat, 06 Apr 2013 13:03:40 -0400 WDAY)
http://bit.ly/12stLx0

Especially among the lastest ratings, I do not see anything that suggests to Sell. I checked Zack's rating as well, that is going upwards in every 30 days. Currently they are in between Buy & Hold, but in 90 days they think it will be a pure Buy.]]> http://seekingalpha.com/article/1322591/comments?source=feed#comment-17302951 17302951
Another thing that I notice is, when Jefferies upgrades a stock, it usually goes upwards with an outstanding ratio even on the first day. If WDAY could not do this on Friday, I would guess that would be only due to the news on jobs and the drop in the common market. I believe, no matter what the facts are, WDAY will go upwards just to confirm Jefferies, at least for a while. If WDAY does not move in a way Jefferies expects, they will increment their target to $90 per share. Remember my prediction when you read this in the news. :)

I am completely with you about the speculations planned and implemented behind the closed doors. But, no matter what the facts are, if we act with the same way of the stock, we will win, or otherwise we will lose. Even if thousands of us come together, we cannot stop that monster and make it move down to the price where it deserves to be. Because, only 1 billionaire has thousand times more power than thousands of us. When the case is this, we do not want to imagine a few of those billionaires involved into this.]]> Sat, 06 Apr 2013 12:20:57 -0400
Another thing that I notice is, when Jefferies upgrades a stock, it usually goes upwards with an outstanding ratio even on the first day. If WDAY could not do this on Friday, I would guess that would be only due to the news on jobs and the drop in the common market. I believe, no matter what the facts are, WDAY will go upwards just to confirm Jefferies, at least for a while. If WDAY does not move in a way Jefferies expects, they will increment their target to $90 per share. Remember my prediction when you read this in the news. :)

I am completely with you about the speculations planned and implemented behind the closed doors. But, no matter what the facts are, if we act with the same way of the stock, we will win, or otherwise we will lose. Even if thousands of us come together, we cannot stop that monster and make it move down to the price where it deserves to be. Because, only 1 billionaire has thousand times more power than thousands of us. When the case is this, we do not want to imagine a few of those billionaires involved into this.]]> http://seekingalpha.com/article/1302971/comments?source=feed#comment-16866221 16866221 When I look at the market caps of some other fashion / sports brands, I cannot understand how LULU can have its current market cap of $9B. Here is what I mean:
ANF = $ 3.9B
UA = $ 5.3B
LTD = $ 12.7B
TIF = $ 8.67B
LULU = $ 9.1B
NKE = $59.5B

I cannot explain to myself how LULU can have a market cap that is
more than double of ANF's, near to double of UA's, 75% of LTD's, beating TIF's with 5%.

I could add more to comparison list. But, here is my point. I believe that stock market gives much more value to a stock, especially to new ones, once some signs for growth are seen. That is the case with LULU. However, this will eventually be adjusted. And the price fall from around $80 to $60 area in the recent weeks indicates that.

If LULU can continue to remain in this range, I believe that UA has better potential for growth due to their better popularity, better established stores, more variety of products, and the gap that can be filled between UA and NKE.

There are lot more competitors offering similar products with LULU. My point is LULU will not be able to continue selling at those high prices, therefore their sales will be impacted and their profit margins will fall.]]> Wed, 27 Mar 2013 07:04:34 -0400 When I look at the market caps of some other fashion / sports brands, I cannot understand how LULU can have its current market cap of $9B. Here is what I mean:
ANF = $ 3.9B
UA = $ 5.3B
LTD = $ 12.7B
TIF = $ 8.67B
LULU = $ 9.1B
NKE = $59.5B

I cannot explain to myself how LULU can have a market cap that is
more than double of ANF's, near to double of UA's, 75% of LTD's, beating TIF's with 5%.

I could add more to comparison list. But, here is my point. I believe that stock market gives much more value to a stock, especially to new ones, once some signs for growth are seen. That is the case with LULU. However, this will eventually be adjusted. And the price fall from around $80 to $60 area in the recent weeks indicates that.

If LULU can continue to remain in this range, I believe that UA has better potential for growth due to their better popularity, better established stores, more variety of products, and the gap that can be filled between UA and NKE.

There are lot more competitors offering similar products with LULU. My point is LULU will not be able to continue selling at those high prices, therefore their sales will be impacted and their profit margins will fall.]]> http://seekingalpha.com/article/1281271/comments?source=feed#comment-16492221 16492221 Tue, 19 Mar 2013 10:27:21 -0400 http://seekingalpha.com/article/1276521/comments?source=feed#comment-16382171 16382171 Sat, 16 Mar 2013 18:52:37 -0400 http://seekingalpha.com/article/1200391/comments?source=feed#comment-15197651 15197651 I would not mention any specific stock as the market tells which are worth paying attention to. You already mentioned 3 of them. When I go to Google Finance to check for any of those, it brings the other stocks in the same industry at the bottom. What I can see are these: APOL ESI DV APEI CECO COCO STRA LINC LOPE BPI CPLA. So, it is your choice to pick which ones to include in your analysis. I cannot see many articles on these stocks here on Seeking Alpha. That's why I think your article may be appreciated by lots of readers. Thanks again.]]> Tue, 19 Feb 2013 09:01:00 -0500 I would not mention any specific stock as the market tells which are worth paying attention to. You already mentioned 3 of them. When I go to Google Finance to check for any of those, it brings the other stocks in the same industry at the bottom. What I can see are these: APOL ESI DV APEI CECO COCO STRA LINC LOPE BPI CPLA. So, it is your choice to pick which ones to include in your analysis. I cannot see many articles on these stocks here on Seeking Alpha. That's why I think your article may be appreciated by lots of readers. Thanks again.]]> http://seekingalpha.com/article/1200391/comments?source=feed#comment-15162151 15162151 Mon, 18 Feb 2013 12:41:47 -0500 http://seekingalpha.com/article/1200611/comments?source=feed#comment-15161661 15161661
Very poor observation !]]> Mon, 18 Feb 2013 12:32:00 -0500
Very poor observation !]]> http://seekingalpha.com/article/1189891/comments?source=feed#comment-15110721 15110721 how many countries are there on the globe?
and what are the countries that you can only send money to?
without being able to get from the same countries to US !!!]]> Sun, 17 Feb 2013 09:01:54 -0500 how many countries are there on the globe?
and what are the countries that you can only send money to?
without being able to get from the same countries to US !!!]]> http://seekingalpha.com/article/1182831/comments?source=feed#comment-15040631 15040631
If I had opened a position with 10,000 shares at the beginning, I would be locked and would not be able to take the advantage of buying cheaper. I know this is no secret strategy for most of you. But, again as all of you know, emotions override the brain's strategy many times.

DECK is a similar stock. I bought it at $39 first, then it came down. I added more but with keeping some deposits for buying another lot in case it drops more, and it did. Then, it started going up, and I sold a lot, then sold another, and it continued to bounce, and I continued to buy and sell, and buy and sell. It worked very well far.

My whole point is when I act too greedy, I pay the cost of it. When I become calm and patient, I am rewarded after some time. Now, I am on NFLX. We'll see how it goes.]]> Fri, 15 Feb 2013 11:15:49 -0500
If I had opened a position with 10,000 shares at the beginning, I would be locked and would not be able to take the advantage of buying cheaper. I know this is no secret strategy for most of you. But, again as all of you know, emotions override the brain's strategy many times.

DECK is a similar stock. I bought it at $39 first, then it came down. I added more but with keeping some deposits for buying another lot in case it drops more, and it did. Then, it started going up, and I sold a lot, then sold another, and it continued to bounce, and I continued to buy and sell, and buy and sell. It worked very well far.

My whole point is when I act too greedy, I pay the cost of it. When I become calm and patient, I am rewarded after some time. Now, I am on NFLX. We'll see how it goes.]]> http://seekingalpha.com/article/1184501/comments?source=feed#comment-14998431 14998431 I think the speculators are pumping this to make sure they can pull everyone in it before they pull the trigger for explosion.]]> Thu, 14 Feb 2013 15:05:49 -0500 I think the speculators are pumping this to make sure they can pull everyone in it before they pull the trigger for explosion.]]> http://seekingalpha.com/article/1182831/comments?source=feed#comment-14985981 14985981 If your urban area is in a city that is loosing population because businesses are closing.
My point was that comparing the share price with the book value is not working in practice, most of the time. Otherwise, all stock would have a price within the -25% to +25% range of their book values.]]> Thu, 14 Feb 2013 11:10:41 -0500 If your urban area is in a city that is loosing population because businesses are closing.
My point was that comparing the share price with the book value is not working in practice, most of the time. Otherwise, all stock would have a price within the -25% to +25% range of their book values.]]> http://seekingalpha.com/article/1182831/comments?source=feed#comment-14970251 14970251
If you had 2 options for buying the exact same house in 2 different locations, which one would you buy?

1. The house on top of mountains where there is not many people, no jobs, no schools, no attractive lifestyle, etc. The price of such a house is $50K, that is just the cost of the materials.

2. The house in a metropolitan area where the population is high, lots of jobs, great schools, lots of restaurants and attractions, etc. The price of such a house is $250K because of the high demand.

I have exaggerated a little to make the 2 options apart from each other, but this is how the house prices are set in the real market. I found the exact same house offered by one the nationwide home builders in 2 locations in the east cost states where one location is a small college town and a small business community that is limited with the university population, and where the other location is a metropolitan area with lots of opportunities and alternatives for anyone may need. The house prices were 220K and 440K for the exact same house, no exaggeration.

According to your article, I guess your answers would be the house for $50K described under option 1, no?]]> Thu, 14 Feb 2013 04:03:25 -0500
If you had 2 options for buying the exact same house in 2 different locations, which one would you buy?

1. The house on top of mountains where there is not many people, no jobs, no schools, no attractive lifestyle, etc. The price of such a house is $50K, that is just the cost of the materials.

2. The house in a metropolitan area where the population is high, lots of jobs, great schools, lots of restaurants and attractions, etc. The price of such a house is $250K because of the high demand.

I have exaggerated a little to make the 2 options apart from each other, but this is how the house prices are set in the real market. I found the exact same house offered by one the nationwide home builders in 2 locations in the east cost states where one location is a small college town and a small business community that is limited with the university population, and where the other location is a metropolitan area with lots of opportunities and alternatives for anyone may need. The house prices were 220K and 440K for the exact same house, no exaggeration.

According to your article, I guess your answers would be the house for $50K described under option 1, no?]]>