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bazooooka

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  • The Growing Opportunity For AeroGrow [View article]
    Mark,

    Curious statement by you in this article (in quotes below this comment) since both PHOT and MDBX, both promotions, had already gone down a ton before you wrote this. Heck, PHOT alone went from 60 cent to below dime from April to May and was nowhere near your mentioned 400M market cap. Also, strange to use promoted stocks as comparables.

    Anyhow PHOT has lost near 95% of its peak pps since January and still way overvalued (MBBX is still an insane valuation but off 90% as well). Really strange that you went into the marijuana stock arena with Aero. I have to think there were other PTT marketing forces at work behind the scenes. As it is likely that Aero would have peaked in January as well if not for the PTT influence - not that you intended to move markets.

    Sure, without the Ganja hype Aero is a nice stock that might have 25-30% growth and should trade at a very low multiple of sales. If you disagree I'd love to hear why. Not sure what you saw at $8 and at $5. Also since its an active pick I suspect you likely still would buy it in the $2s. I think it can go lower but at least risk/reward is becoming reasonable and one could potentially make what they stand to lose.

    ""Considering what I just stated, investors should be astounded when they see GrowLife (OTC:PHOT) and MDBX command a $400+ million market cap. AERO sits at just over $40 million! One way or the other, the math simply doesn't add up. All we can do is trust our Methodology to provide the proper guidance. I'll leave the rest to you.""
    Oct 17, 2014. 04:20 AM | Likes Like |Link to Comment
  • Riding High On AeroGrow [View article]
    Plat,

    The stock was near $8 since late February. It's hard to make a case that this is a typical PTT pick brought to SA. I doubt Mark will cross market things that are up 100-200% again. Burning his SA readership which make up the bulk of his PTT subscribers is not good for business. Also I'm not sure what the bull case was at $7-8+ anyhow.

    All in all I'm surprised the article didn't just talk about ringing the register and lightening up for those who got in earlier. It's an outlier for Mark to bring this kind of pick over - that's why it's perplexing.
    Oct 17, 2014. 04:01 AM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Studies have shown an upward bias in the weeks/months before a decision. We saw it last time in this name. I would not be surprised to see it head toward 75 cents. That the "trade" although I like the longer terms odds of dollars"of upside versus just 50 cents of downside and likely even money or better odds.
    Oct 16, 2014. 08:37 PM | Likes Like |Link to Comment
  • Riding High On AeroGrow [View article]
    Yes that is the PTT gamer volume in MATR for early September. Nevertheless this is tech stock that is trading at a 3x forward topline valuation and growing at 30% plus. There are worse calls than this one. This is more in the PTT/Gomes wheelhouse and probably has support in the 4s with upside potential of $7+
    Oct 16, 2014. 08:29 PM | 1 Like Like |Link to Comment
  • Riding High On AeroGrow [View article]
    Scott got 30% of the company for around 4M in equity and other considerations. They also will more shares as interest payments on their recent loan. If you think they are smart money then it might be a good investment around a market cap of 12-15M. Also there's always the chance Scott buy them out at a small premium. At $2 its not a bad gamble if macro forces to blow it all too bits.
    Oct 16, 2014. 08:02 PM | Likes Like |Link to Comment
  • Riding High On AeroGrow [View article]
    Aero was a speculative play based on the idea that Sales will skyrocket over the next few years and this is a backdoor play into legal (and illegal) Marijuana. If Sales don't spike then you're investing in a company that does 8-10M in revenues and has trouble turning a profit. Downside would be near a $1. With the market where it's at this thing could fall further. It only makes sense to buy if you have good expectation of 50%+ annual revenue growth. If channel checks don't confirm that then this one is a dud. At $8-$10 bucks people were paying 8-10x sales, that's why I'm surprised Mark put this article out back in March. This one was good for PTT and those who likely sold to the PTT guys who got in earlier. But there was no meat on the bone for the SA crew. And now that SA doesn't have the Yahoo finance partnership, I suspect SA late comers will be bagholders in these type of picks
    Oct 16, 2014. 06:28 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 373 Oct. 12 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    I've heard some interesting things but wouldn't mind some more perspective.
    Oct 16, 2014. 02:16 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 373 Oct. 12 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    JP,

    Maybe you should write up a short instablog about the current offering. There are many Axionistas on the fence still and you seem to be indicating that "this time is different".

    Heck, if this is really a chance for Axionistas to make up some lost ground please dont be so quiet about it. Would you invest if you had money that was earmarked for speculative deployment?

    >>
    >>
    ""The nature of the current offering is the polar opposite of every offering since 2008. Axion is not doing the same thing, but for reasons that evade me Axionistas expect the same outcome.""
    Oct 16, 2014. 02:12 AM | 5 Likes Like |Link to Comment
  • Riding High On AeroGrow [View article]
    Mark,

    You must realize that it was more than "chance" this pick hit $10, heck even your original PTT release spiked this stock. Your Aero call on SA is much different than others that I've seen from you here. Rarely, do you bring a non tech play to SA, nor one that's already up a 100-200%. Mostly your SA timing is quite good, often early, and not random.

    For Aero - I think the late January and early March volume tell a different story and the dynamic on this one is unlike your other SA picks. Anyhow I'm glad it's not you intent to create a liquidity event. It appears this name was gamed by others while the getting was good. Hopefully, you will take these things into future consideration for your next PTT picks that have yet to premiere on SA.
    Oct 15, 2014. 07:41 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 373 Oct. 12 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    Back in the day did Axion pass on this project or did they decide to take a pass on TG and crew?
    Oct 15, 2014. 06:33 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 373 Oct. 12 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    Maya,

    Have you ever asked your broker about Maxim's industry reputation? If you do please report back.
    Oct 15, 2014. 06:30 PM | 4 Likes Like |Link to Comment
  • Riding High On AeroGrow [View article]
    Plat,

    I don't think its good for Mark's business in the long run if Mark's SA articles top tick his picks since most of his PTT subscribers learned about him on SA.

    Maybe good in the short run for his PTT traders (ethics aside) but I don't believe Mark wants his business model to be buy PTT picks and dump to the Seeking Alfalfa crew.

    I could tell that the stock was overvalued but the tone of the article was hardly "buyer beware" and the volume suggests there are a lot of bag holders who have average pps 2-3x current levels.
    Oct 15, 2014. 06:17 PM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    As people realize this is a better than a 50/50 speculation as the holiday approaches - this one should close in on $1 (which still would not give it true 50% odds).

    Although, many on this forum have likened the odds at 60%-70% for milestone 1 (i.e. it should be $1.25 - $1.50 stock ).

    But with risk aversion and irrational investors I'd think 75 cents is all we might see before the gap up or down on decision day. Could be a 100% pop or the near inverse of that.
    Oct 15, 2014. 06:08 AM | 1 Like Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Likely to come in before Turkey day, after that the Holidays are on and it would be hard to get things done.
    Oct 15, 2014. 06:02 AM | Likes Like |Link to Comment
  • Accelr8 Technology Corp: Invest At Your Own Risk [View article]
    Despite only doing 40K+ in revenue last year AXDX was very close to surpassing AUXL market cap last week.

    Alas, I think I'll stick with AUXL (and its 400M topline); heck maybe I'll use some of those profits to make a directional bet here.
    Oct 15, 2014. 05:05 AM | Likes Like |Link to Comment
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