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Qniform

Qniform
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  • Zacks' Bear Of The Day: Rayonier [View article]
    We are apparently at cross purposes in the discussion. You brought up relevant information. I added further relevant information, along with an opinion based the share price action (not obviously impacted) since the announcement of the lawsuit. I simply took that as a measure of how serious the market views the matter. Of course it could be wrong, but a lawsuit isn't evidentiary.

    This is an investment site, and opinions are more valuable if tied to some pertinent data. The failure of the SEC to detect Madoff's fraud is relevant to the EPA not documenting alleged environmental impact by Rayonier... how?

    I don't intend to argue this point, but I do hope that you continue to contribute good information as in your first comment.
    Jan 21, 2014. 08:30 PM | Likes Like |Link to Comment
  • Is Your Portfolio Positioned For The 2014 Stock Market Pull-Back Game? [View article]
    teller12, all the back-testers here on SA consistently miss (or ignore) that point. BTW, the data is readily available (I forget which data service has it), but it costs around $500 to get the lists as I recall.
    Jan 21, 2014. 02:37 PM | 1 Like Like |Link to Comment
  • The Biggest Turnaround Story In 2014 Will Be J.C. Penney [View article]
    Dante, you characterize the equity issuance as necessary to "calm vendors." I would say it was necessary to survive through the holiday period. The facts are identical, but point of view affects rhetoric, right?. No one knows yet, but we'll see how much the liquidity picture has changed in less than a month now.
    Jan 21, 2014. 12:39 PM | 1 Like Like |Link to Comment
  • The Biggest Turnaround Story In 2014 Will Be J.C. Penney [View article]
    Yes, well I did like the presentation. It is what it is - selected metrics projected into the future. OK except for a crucial detail pointed out above. Seeing that the stock is at new lows, I'm not so sure it's a great time to buy even if you believe the turn around story (which I obviously do not, to say the least).
    Jan 21, 2014. 12:05 PM | 2 Likes Like |Link to Comment
  • The Biggest Turnaround Story In 2014 Will Be J.C. Penney [View article]
    Nice article, easy to understand presentation whatever my disagreements are.

    One not so minor point: that the (insert adjective) increase in working capital (fig. 4) was a result of a (insert same adjective) secondary stock offering that didn't feel very good to anyone holding the stock when it happened. Also, the peerless Ullman was either clueless or dishonest when he stated that no such capital raise would be necessary.

    As a matter of curiosity, how long have you held JCP?
    Jan 21, 2014. 11:41 AM | 1 Like Like |Link to Comment
  • Gramercy started a Buy at Ladenburg Thalman [View news story]
    Not sure, but try GPT.A. Don't they have a symbol look-up?
    Jan 21, 2014. 10:14 AM | Likes Like |Link to Comment
  • Is J.C. Penney Past The Point Of No Return? [View article]
    No, unless I'm remembering wrong I think he has been long since this time last year.

    So the reasons for holding over that period are very few - other than the usual malady.
    Jan 21, 2014. 09:04 AM | Likes Like |Link to Comment
  • Is J.C. Penney Past The Point Of No Return? [View article]
    Is JCP beyond the point of no return? Theoretically, no. Practically, though, it probably is. At some point customers and vendors won't have enough faith to do business with them. "We have nothing to fear but fear itself" applies here, but unlike the government, JCP can't print money.

    http://bit.ly/1cJ1iCg

    However, the exegetical description of Zipporah and Moses leaves a whole lot to be desired (including the link).
    Jan 20, 2014. 11:24 AM | Likes Like |Link to Comment
  • Is Your Portfolio Positioned For The 2014 Stock Market Pull-Back Game? [View article]
    Another comment about the book.
    Jan 20, 2014. 10:42 AM | Likes Like |Link to Comment
  • Is Your Portfolio Positioned For The 2014 Stock Market Pull-Back Game? [View article]
    That is the way to go IMO. Mixed asset classes, as uncorrelated as possible. The long road IS the shortcut.
    Jan 19, 2014. 07:42 PM | Likes Like |Link to Comment
  • J.C. Penney closing 33 stores, cutting 2K jobs; shares +0.9% AH [View news story]
    User, I assumed another definition for franchise. The one you're using is simply a sublet, not a franchise (where the entire business model is licensed).

    BTW, I agree, Amazon's answer is to sell EVERYTHING. It has been Bezos' objective from the beginning - hence the name.
    Jan 19, 2014. 03:19 PM | Likes Like |Link to Comment
  • J. C. Penney: Free Cash Flow And Liquidity Scenarios For 2014 [View article]
    Not only am I not holding my breath, I enjoyed my first taste of a $700 single malt (from Costco, no less) paid for with a little of my short term gains on JCP puts. :)))
    Jan 19, 2014. 01:30 PM | Likes Like |Link to Comment
  • Is Your Portfolio Positioned For The 2014 Stock Market Pull-Back Game? [View article]
    I found the article to be a measured review - not at all alarmist (unlike some readers, apparently). The chart of corrections was instructive. They aren't uncommon, are they? The sky doesn't fall, but stock prices do. They don't stay down.

    Next.
    Jan 19, 2014. 01:25 PM | 2 Likes Like |Link to Comment
  • Opko Health: A Response To Lakewood Capital [View article]
    You should not be investing in equities. Buy an index ETF.
    Jan 19, 2014. 11:34 AM | 1 Like Like |Link to Comment
  • J. C. Penney: Free Cash Flow And Liquidity Scenarios For 2014 [View article]
    Enersavr, that is how human minds work. Remember the success and forget the failure. That's why people continue to play golf.

    Surely you don't suggest that ignoring facts is a good investment strategy?


    Best Buy is continually brought up. It is a very bad comparison.
    Jan 19, 2014. 11:30 AM | Likes Like |Link to Comment
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