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papayamon

papayamon
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  • Current Valuations Remain Attractive As Rite Aid Looks To Support Long-Term Growth [View article]
    I would agree that I am over invested in this stock, relative to my net worth. However, that's my style of investing, which has worked well for me. I look for a good fundamental story with beaten down shares, and then sell once I get a decent pop to an amount I'm more comfortable holding. I really like the demographic trend here. RAD could also be a buyout candidate or have an activist investor take a position. Any decent news will bring us back to $6. Selling 1/2 takes me down to selling the balance at $4.50 without losing money. I think there's double digits in the future here.

    RAD is doing many things right. They are remodeling approximately 10% of the stores this year alone. The margin issues will be addressed as they have a huge footprint that will be attractive to many pharmaceutical manufacturers. Good luck to all longs, may the shorts roast in hell :).
    Sep 28, 2014. 01:36 PM | Likes Like |Link to Comment
  • Current Valuations Remain Attractive As Rite Aid Looks To Support Long-Term Growth [View article]
    long 39k shares at 5.25 ish... hoping for a bounce to $6 on next earnings call, where i sell 1/2.
    Sep 28, 2014. 12:04 PM | 1 Like Like |Link to Comment
  • It's Not Peabody Energy's Fault [View article]
    Wilbur is trying to find his rear end after he lost it in XCO.
    Sep 26, 2014. 01:14 PM | Likes Like |Link to Comment
  • Pain Might Continue For SandRidge In The Short Term [View article]
    My doubts are not so much about the competency of management, but rather the quality of the Miss Lime. Tom Ward left this company in such a mess (on top of everything else), that given the quality of the rock.. it's a very, very deep hole to dig out of.
    Sep 26, 2014. 08:28 AM | 2 Likes Like |Link to Comment
  • After Hour Gainers / Losers [View news story]
    WLT up 4%.... what is that, 8 cents?
    Sep 25, 2014. 10:33 PM | Likes Like |Link to Comment
  • Rite Aid's Recent Sell-Off Provides Opportunity For Long-Term Value Investors With $6.60 Fair Value Price Target [View article]
    makes me feel better about being in at $5.25 :)
    Sep 25, 2014. 05:09 PM | Likes Like |Link to Comment
  • EXCO Resources: Waiting For The Inflection Point [View article]
    well, i'd say we've found the inflection point.
    Sep 25, 2014. 01:30 PM | 1 Like Like |Link to Comment
  • CVS Will Lose Billions In Revenue Having No Smokes For Sale [View article]
    I agree with you in general here, but what about those people who put pictures of themselves wearing black shirts in their avatars? I somehow think they can be shifty and are hiding dark secrets :).
    Sep 25, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • Seadrill: Sell-Off Is Overdone [View article]
    All this theoretical in a lab stuff never seems to pan out commercially in a big way. No doubt 50 yrs from now, we'll have other energy sources.. but for the foreseeable future, it's going to be oil and natural gas if we are to keep the lights on.
    Sep 25, 2014. 09:51 AM | 2 Likes Like |Link to Comment
  • CVS Will Lose Billions In Revenue Having No Smokes For Sale [View article]
    There is no "safe" alternative. Nicotine is a terrible substance, no matter how you consume it. Even nicotine patches can hinder cancer treatments.

    It's not as bad, but still dangerous to consume nicotine.
    Sep 25, 2014. 08:46 AM | Likes Like |Link to Comment
  • CVS Will Lose Billions In Revenue Having No Smokes For Sale [View article]
    What about RAD? Will this help them?
    Sep 24, 2014. 08:45 PM | 1 Like Like |Link to Comment
  • Arch Coal Still Looking For Light At The End Of The Tunnel [View article]
    This is beyond pitiful. Just bought ANR again at 2.59. At some point, a buyout by a company from India makes sense. I'm selling at 2.62. Hoping for a nice breakfast. The saga goes on but I can't fathom the crash here. ACI is no better off.
    Sep 24, 2014. 03:40 PM | 1 Like Like |Link to Comment
  • Seadrill: Sell-Off Is Overdone [View article]
    it's the commodity related stocks. either producers or their suppliers.
    Sep 23, 2014. 04:33 PM | Likes Like |Link to Comment
  • Arch Coal Still Looking For Light At The End Of The Tunnel [View article]
    Did it again this am. made another $69 on ANR. bought and sold BTU, made another $200. Just bought BTU at 13.02, gonna hold this a while.

    I traded ANR when it was $10, been way upside down on it a few times. Still managed to trade my way out, but by the skin of my teeth, and made a few bucks. This has been a horrible investment for most.
    Sep 23, 2014. 11:45 AM | Likes Like |Link to Comment
  • Arch Coal Still Looking For Light At The End Of The Tunnel [View article]
    Actually, i sold for 3.02 after the bell the very day I bought it, I think I made 60 bucks. And I bought at 2.66 and sold at 2.70, made $119. (ANR trades)

    We are approaching a point where one can invest in coal, because the sell off is becoming overdone. I will buy BTU for that.

    For Arch coal, I'm afraid that the light at the end of the tunnel is another oncoming train.
    Sep 23, 2014. 04:56 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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1,478 Likes