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Owen

Owen
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  • Sears Holdings Real Estate: A Gold Mine In Antarctica [View article]
    "SHLD should file Chapter 11 to reorganize and wipe out a lot of its debts."

    I know! It's been twelve years since the last time they did this. How long will they make the bankruptcy lawyers wait for their return business?
    Feb 27 10:12 AM | Likes Like |Link to Comment
  • Sears Holdings Real Estate: A Gold Mine In Antarctica [View article]
    "Alternatively, the stock will plummet immediately or shortly after the release of 2013 Q4."

    So...either it will go up following the Q4 is released, or it will go down. Fascinating.

    I guess you could still make money by buying an options collar, if not for the fact that your bold prediction is already priced into the options.
    Feb 27 08:45 AM | 8 Likes Like |Link to Comment
  • AmTrust Financial's Statutory Financials Indicate Reported GAAP Profits Might Be Overstated [View article]
    What's all the brouhaha about?

    If the company is profitable, well-capitalized and transparent in its financial statements, the stock will do well in the long term regardless of any short selling action.

    If what the author says is true, at some point they'll deplete their reserves, the truth will come out, and the company will liquidate, no matter how many people buy the stock or try to orchestrate silly short squeezes.

    Trying to improve the health of a company by lauding it on online forums or by pushing the stock price makes as much sense as trying to fix your car's engine by repainting the car or fiddling with the speedometer.
    Feb 27 08:36 AM | 1 Like Like |Link to Comment
  • AmTrust Financial's Statutory Financials Indicate Reported GAAP Profits Might Be Overstated [View article]
    Thank you! I understand.
    Feb 26 11:34 AM | Likes Like |Link to Comment
  • AmTrust Financial's Statutory Financials Indicate Reported GAAP Profits Might Be Overstated [View article]
    I'm not sure I understand. If the Luxembourg reinsurance unit is consistently making an underwriting profit which exceeds the loss amount of the U.S. P&C insurance business, what prevents the situation from continuing indefinitely?

    Doesn't this mean that the company, in aggregate, is profitable, and would be even more so once they discard the P&C business?
    Feb 26 10:51 AM | Likes Like |Link to Comment
  • LiveDeal.com Is Not Generating Any Revenue [View article]
    Right, because no one knew anyone was shorting this stock until Chris spilled the beans.

    Does short-squeezing work when a company is delisted? Maybe you can bring it back to life with a good squeeze.
    Feb 26 07:49 AM | Likes Like |Link to Comment
  • Short Charter: Chapter 11 Is Coming [View article]
    "The way charter treats its customers, they deserve to go belly up."

    Aw. The cable guy didn't show up as scheduled, so you came here to take it out on the stock?

    How much exactly is "deserve to go belly up" in earnings per share?
    Feb 25 09:28 PM | Likes Like |Link to Comment
  • Short Charter: Chapter 11 Is Coming [View article]
    "I study first and give my openion."

    Study? Give your opinion? You don't even know how to spell "opinion". Go back to the Yahoo boards and shout "SHORT...SHORT" all day.
    Feb 21 08:22 PM | 1 Like Like |Link to Comment
  • Conn's Is Creating A New Subprime Lending Bubble [View article]
    Thank you! I'm already short GMCR - sadly, from before the Coca-Cola announcement. But still, patience and excess margin are the friends of those relying on solid fundamental analysis.
    Feb 21 02:15 PM | Likes Like |Link to Comment
  • Conn's Is Creating A New Subprime Lending Bubble [View article]
    Good job, Illuminati Investments!

    A thorough research job that paid off handsomely for those of us who listened. Thank you! I will be eagerly awaiting your future articles.
    Feb 21 08:04 AM | Likes Like |Link to Comment
  • Buy Conns: A 25% Upside Opportunity [View article]
    > I think there is a bottom other than 0

    There is no special significance to zero. Most brokerages wouldn't even let you short stocks under $1, or they impose excessive margin requirements on such shorting.
    Feb 20 11:37 AM | Likes Like |Link to Comment
  • Buy Conns: A 25% Upside Opportunity [View article]
    Good going, Fusion Research.

    I think the truth about CONN is just beginning to come out.
    Feb 20 07:54 AM | Likes Like |Link to Comment
  • Short Charter: Chapter 11 Is Coming [View article]
    "definitely, SHORT.....SHORT.....SH... time to short
    CHTR AT $130"

    But not at $77 when the article was published? Somehow, you don't strike me as the type who does a careful analysis before he starts to SELL.....SELL....SE... his ideas to anyone who would listen.
    Feb 19 05:17 PM | Likes Like |Link to Comment
  • LiveDeal.com Is Not Generating Any Revenue [View article]
    "could hedge by buying shares now and selling later on with the proper stop loss while shorting more shares at the current price."

    How would that work, exactly? Do you move money from one pocket to another to feel richer? Look only at the statements from the account where you made money that month?

    I love these common-sense arbitrage techniques.
    Feb 18 03:55 AM | 1 Like Like |Link to Comment
  • Is Montage Technology Still 'Fabless' If It Is Fabricating Its Revenue? [View article]
    Right, and that's all because this $120 Billion company owns $27 million of MONT. Got it.

    If MONT drops to zero, this $27M loss translates to a $0.005 per INTC share, but sure, that explains everything.

    Genius.
    Feb 16 02:53 PM | Likes Like |Link to Comment
COMMENTS STATS
463 Comments
416 Likes