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bazooooka

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  • Dual Momentum: A Simple Yet Successful Portfolio Management Strategy [View article]
    Lowell have you looked at "Decision Moose" http://bit.ly/1ejGPN3; some have tried to reverse engineer.
    May 21, 2015. 09:59 PM | Likes Like |Link to Comment
  • EPower Successfully Completes Third-Party Demonstration Trial [View instapost]
    John,

    I'm glad your many years of unpaid IR work, here on SA and elsewhere, wasn't for naught. I hope you, and importantly your investors, prosper this time around.

    I hope you're carrying the torch for the right group of ethical partners. Sadly, it looks like you wasted more than a decade on a PbC mousetrap that doesn't snap in the real world.
    May 19, 2015. 10:42 PM | 2 Likes Like |Link to Comment
  • 8% Yield With Interest Rate Protection From PennantPark Floating Rate Capital [View article]
    From a position sizing stand point, how have you sized HCHC vs MCGC (or PLFT)? Any comments on the underlying logic of how you mentally weight these things would be appreciated.
    May 19, 2015. 09:12 PM | 1 Like Like |Link to Comment
  • 8% Yield With Interest Rate Protection From PennantPark Floating Rate Capital [View article]
    Chris,

    Do you think HCHC would/should/will go above $5.50 do get this deal done?
    May 19, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • Boulevard Acquisition Corp.: Preserving The Harvest [View article]
    Nice write-up. I like SPACs mainly for their limited downside. The near term upside won't quite be as simple as using comps since the market takes awhile to adjust to a new player. Nevertheless, it worth the $1.40 of risk if one is expecting a probable deal completion and near term $13+ pps. This one is also noticeable for its good steward(s). http://bit.ly/1eandLm
    May 18, 2015. 03:40 AM | Likes Like |Link to Comment
  • EPower Successfully Completes Third-Party Demonstration Trial [View instapost]
    JP "alternatives"; after a decade you're suggesting Axion isn't the mousetrap we'd hoped?

    Is doing IR and fundraising duties part of the typical mandate for microcap counsel?

    >>
    We also plan to test two alternative battery pack options before we proceed to the next stage of completing a 10-unit demonstrator fleet.

    >>>ePower has recently launched a $600,000 stock offering that's limited to "accredited investors" who satisfy the stringent requirements of SEC Regulation D.
    May 18, 2015. 01:58 AM | Likes Like |Link to Comment
  • Just Because You Can Make It Here… [View instapost]
    Any of us that can do 35% annually after all the ups and downs will make it to Yacht territory soon enough even if starting with 5 figures. Doubling ones money every few years tend to do that. Now if we were getting 2% and 20% also on a large base then that would be awesome. Then again a 35% compounder, even 15-25% compounder, is worth 2 and 20 imho. Few are in double digit rates once sample size get into decade(s).
    May 17, 2015. 11:59 PM | Likes Like |Link to Comment
  • Integrated Silicon Solution Faces A Bumpy Road [View article]
    Chris I assume the 3 million references your fund's position relative to your fund's size. Do you often hold similar percentages in your personal account; is there significant overlap with your ideas?


    >>
    I own $3 million of its equity and presented it as a long idea in late April.
    May 17, 2015. 09:51 PM | 1 Like Like |Link to Comment
  • Just Because You Can Make It Here… [View instapost]
    Mike,

    Einhorn and his ilk don't normally buy yachts but they could. As far as shorts, best to play these in baskets. SHAK might be Starbucks like but average ticket there is well under $10. Best Shak can do would be a Chipotle type ramp, but I wouldn't net on it. In fact I'd likely bet against it.
    May 17, 2015. 09:26 PM | Likes Like |Link to Comment
  • Getting Defensive With The PowerShares S&P 500 BuyWrite Portfolio ETF [View article]
    SC,

    Thanks a ton. And yes I like the low volatility ETFs. I am looking to move from pure indexes and more into factors. I suspect your articles will help me with my idea formation.
    May 16, 2015. 06:45 AM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Hmm, a lot of good info in here. I'd vote wait till we get near 1000 comments and are deeper into Summer.

    By then the story will have morphed beyond the near term milestone speculating I suspect.
    May 16, 2015. 04:24 AM | 1 Like Like |Link to Comment
  • Getting Defensive With The PowerShares S&P 500 BuyWrite Portfolio ETF [View article]
    SC,

    Thank you for this timely article with the market at historically high valuations.

    Would you take a slightly larger (or levered) position in this name if you were trying to beat S&P 500 returns with similar risk and planned on staying in the game? What other ETF can have S&P like long run returns with less volatility?
    May 16, 2015. 04:21 AM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Sanofi seems to think they have a winner. That should bode well for the long term milestones.
    May 15, 2015. 06:21 AM | 1 Like Like |Link to Comment
  • Be Prepared For Opportunities Such As Polypore [View article]
    The hard part is handicapping a deal. Even historical stats of deal failures tells one almost nothing about why a proposed deal will fail. Sure it's improbable but to what degree? I have yet to get burned but if one plays these large a loss would sting. But if you play baskets of these than the odds should work out well over time.
    May 15, 2015. 04:27 AM | 1 Like Like |Link to Comment
  • CHris did you cover last year on the offering or are you riding this one toward a zero?
    May 14, 2015. 09:47 PM | 1 Like Like |Link to Comment
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