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  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Listen from an investor ( me) who decided that AAPL was not moving ( after many months as author says) that become a 3.5 million cost of opportunity and a loss of 500k.

    aapl is the only " currency" that hedge funds use as cash account that's why it has non fundamental or irrational trends, can you imagine AAPL. With a valuation style as SHAK or NFLX?
    May 23, 2015. 08:31 AM | Likes Like |Link to Comment
  • Active Managers Strike Back - But Are They Worth It? [View article]
    If you try to be more educated also could help, your nick to start with, and the mexican slang writes bato, not vato.
    May 21, 2015. 09:45 AM | Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    When we analyze the case we see that NG had an important reduction in the NUMBER of wells operating but what we saw was a sustained volume of gas in the market, so less wells were producing the same amount of gas.

    I don´t know if that could be the case for fracking, but base in the NG case we should not think that a reduction in wells correlates with a reduction in production.

    Very good article, by the way.
    May 20, 2015. 11:30 AM | 2 Likes Like |Link to Comment
  • Telefonica lower after Spanish Q1 results disappoint [View news story]
    This bastards have more than 2 million lines with no service in Spain due a strike of the repairmen team (over 15,000) the strike has been running since April 4th. with no solution ( TEF was asking to reduce the salaries of personnel earning $1,100 /month). there are customers with 6 weeks without line, internet and TV
    May 14, 2015. 11:02 AM | 2 Likes Like |Link to Comment
  • Molycorp: Creditors' Restructuring Plan Is Too Little, Too Late [View article]
    Another MoMo that make some crooks millionaires and a lot of small investors smaller....
    May 6, 2015. 11:59 AM | 1 Like Like |Link to Comment
  • VW looks to flatten leadership crisis [View news story]
    Its a great exhibition of 2 philosophies of what the future of the car will be.

    Nothing to compare with americans
    Apr 27, 2015. 08:11 AM | Likes Like |Link to Comment
  • Market Manipulation Takes Center Stage [View article]
    Welcome back!, I think that you should say also that this process you did in the last seminar was done because the opportunity was there in that moment, it´s not an automatic process, sometimes is in oil, other in a specific index as NKD but in your comments people is getting a "push the bottom and make money" feeling, which in my opinion is not what you do.

    Rgds
    Apr 24, 2015. 04:40 AM | Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    Sorry, writing in my iPad with SA app is not so comfortable as my laptop and you can't edit.
    Mar 29, 2015. 08:31 PM | Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    As any open system SA is under many different and sometimes colliding forces, trying to keep control of that is somewhat an almost impossible task, but still after many years reading SA I can say that is still useful for me.

    I don't like some actions on it ( as the inclusion of many " articles" by students that are after the pay per click, you find lot of people from India doing copy paste).

    Censorship as in the case of Phil Davies were specially notable.

    In the other hand, this Hufftington of finance
    Mar 29, 2015. 08:29 PM | 1 Like Like |Link to Comment
  • Transocean - An Opportunity Through The Oil Crash [View article]
    Hi, good comment, my point is not why...but when, at this moment fracking is not a moment, is a new technology that is changing oil industry in the same way PC´s changed the computing industry. Fracking is here to stay, actually U.S is the one that created the techniques and tools but Chinese will develop their own fields, Poland or Russia or Mexico, Argentina will do the same sooner or later, the techniques and technologies will be copied and apply in others parts during this century.

    So, this is clear for Saudis and others that suddenly realized that instead of being the top of the chain predator suddenly became prey.

    In this scenario RIG or HAL or SDRL will not disappear but they will move in a different scenario, SDRL could survive but for me as investor already lost potential for many years....maybe for my lifetime.

    Rgds
    Mar 29, 2015. 11:12 AM | 1 Like Like |Link to Comment
  • Transocean - An Opportunity Through The Oil Crash [View article]
    Yes when you have a sector of the economy that is so depressed you can´t have a clear picture of what "cheap " means, in certain moment the companies producing steam engines were cheap, Kodak was very cheap...but it got BK, so I don´t expect sea drilling to disappear but shale oil is all over the world you know?

    Paris is build in one, Russia has massive deposits, China, South america, etc. and fracking is many times cheaper that sea drilling, so this "bargain" can rest for decades before it recovers.
    Mar 28, 2015. 09:05 PM | 4 Likes Like |Link to Comment
  • Explaining Lumber Liquidators' Reckless Strategy, And Rebutting Its Claims About Deconstructive Testing [View article]
    100 % agree with your comment, however this is serving to Mr. Tilsen to find out what else is around for his intention to create ma pain to LL.

    If is true or not is not important, creating the impression that keep the stock downtrend is what is important...until he buy again the shorts he is invest in.

    Rgds
    Mar 16, 2015. 11:24 AM | Likes Like |Link to Comment
  • Explaining Lumber Liquidators' Reckless Strategy, And Rebutting Its Claims About Deconstructive Testing [View article]
    This is an orchestrated attack against the company, the author or this article is just an opportunist trying to profit in the situation and have no doubt in redacting this kind of articles for that purpose.

    1. CARB is valid only in California, no used even in greener countries as Germany, and is not applied in the rest of U.S (as far I know), so legal actions...if any will be constrain to California clients.

    2. What I know is that only 2% of the products are affected by this "problem", so 2% and only California

    3. All the 60 minutes process sticks, using none one what methods to infiltrate and having opinions of people they decided was valid, the methods were done in laboratories of a country that allows lead in paints and toys, and who are full of crooks (anyone who has the experience of dealing with Chinese supplier knows what I mean)

    4. Formaldehyde es a normal chemical product that is use in the whole world in a variety of products, it´s only in U.S (where natural ventilation is each day poorer because our dependence in air conditioning) that you find problems with Radon ( a rare gas ) this problem only exists in U.S.

    4. We accept what appears in T.V as written in the bible, and then find people like the author of this article......

    Anyway this creates a beautiful opportunity to buy CALLS 2016 and 2017, that will be the investment of the decade

    Rgds
    Mar 15, 2015. 11:00 PM | 4 Likes Like |Link to Comment
  • A Response To Lumber Liquidators [View article]
    It seems that "problem" is affecting 2% of total volume.

    In addition to that most states are non CARB complaint so no legal actions there,

    And is clear that no legal action will prosper because formaldehyde is a common chemical product used in thousand of products,

    Today short squeeze clear the field for further stability.
    Mar 12, 2015. 04:33 PM | 3 Likes Like |Link to Comment
  • A Response To Lumber Liquidators [View article]
    We are playing from $31 we bought and assuming will stabilize in $45 for rest of the year, buying 2017 options creates a 200% opportunity.

    Rgds.
    Mar 12, 2015. 04:27 PM | 3 Likes Like |Link to Comment
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