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bazooooka

bazooooka
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  • Russia On Fire Sale: Gazprom At 20 Cents On The Dollar [View article]
    Getting tempting again in the low 5s. I suspect that will be a chance to profit for anyone that purchase this week. Long term this one is binary, until then traders can scalp. I think a double is more likely than a wipeout so I'm allocating again to this name.
    Jun 2, 2015. 06:20 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    John,

    You are now going the route of other "battery options" after a decade of championing the PbC?

    I guess nobody (yet) can take it from the lab to the real world. Seems like a gigantic waste of bytes and money after all these years posting/ touting on SA.
    Jun 2, 2015. 05:42 AM | 4 Likes Like |Link to Comment
  • ETFReplay.com Portfolio Update [View article]
    Scotts' investments is the author.

    http://bit.ly/1KzCWhj
    Jun 1, 2015. 09:54 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,

    When is the shareholder vote to hopefully reject the Pennant Park offer?

    Do you think Fearon (and the smart money like minded such as yourself) have the votes?
    Jun 1, 2015. 07:38 PM | 1 Like Like |Link to Comment
  • Tactical Asset Allocation - June 2015 Update [View article]
    Great work with the updates.
    May 31, 2015. 06:20 PM | Likes Like |Link to Comment
  • Bidding War Could Lift ISSI Shares At Least 10% [View article]
    Chris do you suspect it breaks $21+?
    May 30, 2015. 10:36 PM | 1 Like Like |Link to Comment
  • Capitol Acquisition Corp.: All Aboard, This Ship Is Ready To Sail [View article]
    Great article; also I nice idea for those who missed the Levy/Taco run.
    May 30, 2015. 09:49 PM | Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Chris,

    "Mid-fifties" is higher than the 15B-16B that new outlets are reporting. Have you and your team put some extra time in on this name? Presumably this is a sizable position in your fund? Anything in the $50s in the first week of June seems like a nice Summer gift.
    May 30, 2015. 05:31 AM | Likes Like |Link to Comment
  • Smoking Hot Opportunity In Imperial Tobacco Group [View instapost]
    Sound logic; I think Imperial might turn from a trade into an investment. I like the CUBA angle and the Ecig potential as well as their new assets.
    May 30, 2015. 05:25 AM | Likes Like |Link to Comment
  • Smoking Hot Opportunity In Imperial Tobacco Group [View instapost]
    Chris, this has been a nice 10% gift? How much gas is left in the tank on this play?
    May 30, 2015. 03:10 AM | 1 Like Like |Link to Comment
  • An Edgy Asset Allocation System [View article]
    Kurtis,

    What does the performance look like if you apply a bear etf (maybe leveraged) instead of going into safety during the downturns?
    May 26, 2015. 09:18 PM | Likes Like |Link to Comment
  • Are Large And Liquid Stocks Lower Risk? [View article]
    Kurtis,

    I like this contrarian approach, what would be the sweet spot to minimize drawdowns and still beat the market; maybe the smallest 50 or 100 stocks in the SnP?

    Would this improve sharpe and keep drawdowns near 40%?
    May 26, 2015. 09:14 PM | Likes Like |Link to Comment
  • 9 Top Hedge Fund Managers' Latest Picks [View article]
    bum,

    There are hedge funds that do beat the market. But beyond that, knowing what they are buying and imitating that without the 2 and 20 drag can often be beneficial. This article had some good ideas for further diligence in that regard.
    May 26, 2015. 06:38 PM | Likes Like |Link to Comment
  • Introduction To Free Investment Models [View instapost]
    jess,

    If you think a correction is coming you may want to read up on Kurtis' asset allocation systems.

    http://seekingalpha.co...
    May 26, 2015. 04:14 AM | Likes Like |Link to Comment
  • The ZOMMA Strategy Index Master Sheet [View article]
    Assuming no crash, similar to the post dot com bear in the SnP, what models will outperform?
    May 26, 2015. 02:28 AM | Likes Like |Link to Comment
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