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  • SBA Communications' Equity Is More Than Just Silly [View article]
    You say you were "squeezed" out of your short. Were your shares called in by the lender, or did you just decide, on your own, to cover your short at some arbitrary point?

    If the latter, no one other than you "squeezed" you. If you shorted the stock at $55 without ample margin to hold on to the position at $110, no one other than you is responsible for your situation.

    So basically, you are telling us you _bought_ the stock at a price where you think we should _sell_ it. And you did that because you happened to have opened your position at a lower price. Does that even make sense?

    Either you bought the stock because you feared it might continue rising, in which case you shouldn't recommend we sell it, or you bought it because you ran out of margin, in which case you didn't need to close out the entire position.

    I appreciate your full disclosure on this, but I'm afraid it raises more questions than it answers.
    Oct 11, 2014. 10:14 AM | Likes Like |Link to Comment
  • Time To Buy Mobileye [View article]
    So basically, MBLY is the latest fad, because of a tweet, therefore we should buy it, regardless of valuation?

    Is this what now qualifies as an "analysis"?
    Oct 9, 2014. 07:56 AM | 5 Likes Like |Link to Comment
  • GT Advanced Technologies Value Exceeds The Market Price [View article]
    <You vast losses are due to Apple. They have all of your money.>

    Apple didn't even get its own money back, much less your money.

    No company can be "forced" into bankruptcy. GT chose to borrow that money under onerous terms. It was a loan, not a gift.

    <They are ruthless and greedy.>

    Right, they should be charitable and generous, handing out investors' money to suppliers.
    Oct 7, 2014. 09:25 AM | 1 Like Like |Link to Comment
  • A Strange Situation At Retrophin Becomes Even More Bizarre [View article]
    <Assuming we take Shkreli's Twitter assertions at face value>

    Can you really do that? Isn't he the same guy who tweeted a few months ago that Retrophin Inc. solved its financing needs by shorting the stock of another biotech, a claim that later was shown to be a hoax?
    Oct 6, 2014. 07:13 PM | Likes Like |Link to Comment
  • GT Advanced Technologies Value Exceeds The Market Price [View article]
    <People read these articles & believed.>

    Right, but only _one person_ got all butthurt by a dismissive comment, and has been whining about it ever since.

    Part of not being juvenile involves not getting bent out of shape from a random comment made by a stranger in the internet.

    Pull yourself together already, and get into your head that this is not all about you.
    Oct 6, 2014. 06:44 PM | Likes Like |Link to Comment
  • GT Advanced Technologies Value Exceeds The Market Price [View article]
    <Seeking Alpha is also WRONG for giving this kind of a giant billboard to someone who scolded me when I asked his motive or identity for writing obsessively detailed positive GTAT articles.>

    Oh noes! You've been "scolded" by an anonymous poster on the interwebz!

    Get over it already.
    Oct 6, 2014. 04:17 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies Value Exceeds The Market Price [View article]

    With all due respect, I don't think one needs a license to write. Depending on your jurisdiction, there are certain regulatory requirements for being a registered financial advisor, but articles posted here are specifically published as opinions, exempt from such limitations.

    With the exception of outright fraud, I think analysts should be encouraged to publish their works here. It is up to each reader to determine the quality and validity of each article, whether published anonymously or under the author's legal name.

    I think the author behind "Casual Analyst" did an exceptionally poor job, but that doesn't mean writers should apply for a license before they can publish their views here, no matter how ill-conceived those views are.
    Oct 6, 2014. 04:03 PM | Likes Like |Link to Comment
  • GT Advanced Technologies Value Exceeds The Market Price [View article]
    <The problem is some of us mere mortals cannot predict with any reasonable certainity how the stock moves on a day by day basis. I cannot predict what the market does day by day>

    Dear Casual Analyst,

    No one in his right mind expected you to predict the daily moves of this stock.

    At its most basic level, a financial analyst is expected, first and foremost, to tell investors whether a company is financially sound. That is, whether or not the company will be around the following month, in a position to service its debts and potentially pay dividends to its equity investors.

    In that regard, you failed--miserably. None of your many articles touting the stock (eight of them in September alone!) even hinted at the possibility of bankruptcy. While we can argue about valuation, it'll be hard for you to talk your way out of failing to note the company is not financially _viable_ as a going concern.

    Unlike some others here, I'm not keen on conspiracy theories. I have no reason to believe you orchestrated this as a pump-and-dump operation. I'd sooner attribute this to incompetence than to malice.

    I have not lost (nor gained) any money due to your articles, as I always found them lacking in fundamental substance. However, others here have lost money. At the very least, you owe these people a proper apology. Or better yet, retire from your "analyst" occupation, and find a job at which you can add value.
    Oct 6, 2014. 12:50 PM | 6 Likes Like |Link to Comment
  • AutoCanada: An Easy Short [View article]
    Kevin, your analysis was right on the money, and worked very well for those wise enough to follow it.

    Looking forward to your next article!
    Sep 30, 2014. 11:58 AM | Likes Like |Link to Comment
  • Confession Time: Miller Reveals The Truth [View article]
    Settle down, Sam.

    I don't see any swindling here. If you don't wish to read articles promoting short selling, you can easily avoid them by clicking on the site's "Long Ideas" link.

    Seeking Alpha contributors are encouraged to share their investing ideas--both long and short--with us, even when those promote their own interests, as long as they disclose those interests. The author of this article fully disclosed his interest; you are welcome to skip to an article more supportive of your pet stock.
    Sep 19, 2014. 04:28 PM | 4 Likes Like |Link to Comment
  • Confession Time: Miller Reveals The Truth [View article]
    I don't know whether any of what you said is true or makes sense. It's hard to take you seriously when in every other line of your analysis, you keep linking to the same two publications: a press release, and their 10-Q.

    Linking to a 40 page 10-Q is pointless. We all know where to find SEC filings. Instead, quote the relevant portion, and explain your reservations about it, instead of changing irrelevant phrases in your narrative to links to the document, over and over again.

    Your assessment may very well be accurate, but it reads more like propaganda than like a serious analysis.
    Sep 19, 2014. 12:59 PM | 7 Likes Like |Link to Comment
  • Walter Energy: The Analysis And Probability Of A Bankruptcy [View article]
    Excellent work, CDM Capital! I followed your well-reasoned recommendation.
    Sep 18, 2014. 11:59 AM | 1 Like Like |Link to Comment
  • Amazingly, Yahoo Will Still Do Badly [View article]
    If they used the cash to buy back shares, it would divide their slowly shrinking enterprise value by a smaller number of shares. So, sure, a temporary boost in per share value before the final, terminal decline.

    But I doubt Yahoo would do that. As long as there are worthless companies around to buy, and working software to tinker with until it stops working, Yahoo has its wallet open.
    Sep 17, 2014. 06:50 PM | 1 Like Like |Link to Comment
  • Amazingly, Yahoo Will Still Do Badly [View article]

    Sep 17, 2014. 01:43 PM | 2 Likes Like |Link to Comment
  • Amazingly, Yahoo Will Still Do Badly [View article]
    Assessing Yahoo based on value investing metrics is a bit like looking at a drunken sailor on shore leave with $100 in his pocket, and assigning him a net worth of $100 based on "cash value". The guy would be lucky to end the night with all his teeth, much less all his cash.
    Sep 17, 2014. 09:51 AM | 3 Likes Like |Link to Comment