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bazooooka

bazooooka
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  • Russian Market Review: May [View article]
    Peter,

    What are your favorites of the names mentioned in the RSX? I'm looking to due some diligence on a few individual Russian stocks.
    Jun 4, 2015. 10:10 PM | Likes Like |Link to Comment
  • Did Ben Graham Value Investing Work In The Recent Bull Market? [View article]
    Telling that only one name passes this screen today?
    Jun 4, 2015. 08:33 PM | Likes Like |Link to Comment
  • 4 Frontrunners: American Pharoah To Kraft [View article]
    I'm not sure about $50s but I do like the idea of selling some calls for premium.
    Jun 3, 2015. 09:50 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    Maybe Epower can get in there before XMAS and provide the trucks to help ship wrapping paper and the occasional ornament. That business model should attract more Epower minions.
    Jun 3, 2015. 08:34 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    holty,

    Sometimes a company exists only to raise funds and pay salaries (or even shovel stock). Better mousetrap stories attract investors, especially when there is a skilled orator singing its praises.
    Jun 3, 2015. 08:31 PM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    Great article Ed. You have deep engineeringing knowledge and can lay it out for the lay reader without bias.
    Jun 3, 2015. 08:28 PM | 4 Likes Like |Link to Comment
  • 6% Yield From Intel's Deal With Altera [View article]
    That one seems risky from a time and deal break scenario. I could see some end of year selling and those put would get quite expensive to cover.

    "to make the most in a put sale on ALTR is to sell the Jan 55 put"
    Jun 2, 2015. 10:50 PM | Likes Like |Link to Comment
  • Accretive Capital Partners Believes HC2 Holdings' Offer For MCG Capital May Be Superior Than PennantPark's [View article]
    Chris,

    Are you long HCHC and would you be a buyer of them today (even if this deal fails)? I'm beginning to think their ambitions go far beyond their current share price.

    http://bit.ly/1SUKDEm
    Jun 2, 2015. 10:47 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    Bob,

    JP is an engineer, an account, and a distinguished lawyer as well as a C level executive of many different ventures. How can it be that he is in "way over" his head?

    JP is more than a blogger, he is a fundraiser for Epower and some would said that was his primary function at Axion.
    Jun 2, 2015. 10:33 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    JP,

    That didn't seem like an impediment in the days of yore when guys like BangWhiz put a good chunk of his retirement (now altered) money into Axion?
    Jun 2, 2015. 10:28 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    blau,

    This isn't JP's first rodeo. I suspect he has found "good luck" in finding new investors on more than a few ventures in the past decades. Whether any of those past investors ever profited is another question.
    Jun 2, 2015. 10:26 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    Rick,

    I wish you would've brought that idea to the board years ago. Many here are interested in such specs.
    Jun 2, 2015. 10:22 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    Amouna,

    Is 78K a large percentage of your portfolio? Did JP's postings affect your judgement?
    Jun 2, 2015. 10:21 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    Ed,

    Well that confirms the rumor. Also not surprising that the vampires, most of whom are unemployable, would want to suck the host completely dry.
    Jun 2, 2015. 10:20 PM | 6 Likes Like |Link to Comment
  • XPO Logistics: How A 28-Million-Share Offering Affects My $90 Price Target [View article]
    Brian, you reiterate your $90 long term target but also say we should expect volatility as all the shares come to market in the next few months. Wouldn't it be more prudent to say that there may be a buying opportunity of XPO were to trade down into the low $40s again. From your tone it seems you wouldn't buy it at current levels today yet still expect a near double down the road? I personally would buy some if it pulled back but the march toward $90 is not certain anymore. I'd think it's more likely a $75 target 2016/17 and the risk reward loses balance as it crosses into the mid thru high $50s.
    Jun 2, 2015. 10:06 PM | 1 Like Like |Link to Comment
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