Seeking Alpha

Rope a Dope

Rope a Dope
Send Message
View as an RSS Feed
View Rope a Dope's Comments BY TICKER:
Latest  |  Highest rated
  • Alaska LNG project moves forward with FERC ruling [View news story]
    Liberals just don’t get it; you would be hard pressed to find one thing in your life that isn’t touched by a carbon based energy form in some way. Walk around your home or place of work and find one thing that has not been touched in some way by oil or gas. You are unlikely to find so much as 1 item. I can assure you the production and delivery of these ‘tainted goods’ is not some grand right wing conspiracy.

    Liberals have this fantasy that there is some magical energy form which will release our dependence on oil and gas production tomorrow, but the reality is that we’re not even close to moving away from our dependence. Studies have shown if the worlds energy needs are to be met over the next 20 years, we’re going to have to find a way to extract even more carbon based energy forms. With our current and future needs, comes the risk of disasters like the spill in the gulf. That is not a desire to have more accidents like Deepwater Horizon, it is just the reality of the situation.

    I’ll post a link here to an article written by the International Energy Agency that outlines our energy needs over the next 20 years. It is a long, 190 page read, but is the most comprehensive report I have seen regarding future energy requirements. It discusses alternative energy sources and the reality of the investment required as well as efficiency gains we can expect. I can summarize the report by saying ‘the reality of our current and future energy needs may suck, but it is still reality’.

    http://bit.ly/1iVr7Do
    Sep 10 07:14 AM | Likes Like |Link to Comment
  • Alaska LNG project moves forward with FERC ruling [View news story]
    The message above was typed on a keyboard made of plastic and sent using an energy source derived from a carbon based fuel source.
    Sep 9 06:27 AM | 3 Likes Like |Link to Comment
  • Stocks end cautious week on higher note [View news story]
    According the CBO, we are on an unsustainable path. We have consistently spent 25% to 35% more money than we have taken in. Our government has no plans to alter our current fiscal course and while the obvious outcome may escape a 3 year old, I certainly hope some adults begin to understand exactly where this is going.

    From the CBO;
    Between 2009 and 2012, the federal government recorded the largest budget deficits relative to the size of the economy since 1946, causing its debt to soar. The total amount of federal debt held by the public is now equivalent to about 74 percent of the economy’s annual output, or gross domestic product (GDP)—a higher percentage than at any point in U.S. history except a brief period around World War II and almost twice the percentage at the end of 2008.

    If current laws remained generally unchanged in the future, federal debt held by the public would decline slightly relative to GDP over the next few years, CBO projects. After that, however, growing budget deficits would push debt back to and above its current high level. Twenty-five years from now, in 2039, federal debt held by the public would exceed 100 percent of GDP, CBO projects. Moreover, debt would be on an upward path relative to the size of the economy, a trend that could not be sustained indefinitely.

    http://1.usa.gov/1lNaGjm

    I think that last sentence says it all.
    Sep 8 09:38 AM | Likes Like |Link to Comment
  • Digital Ally continues soaring after USA Today takes notice [View news story]
    I'm somewhat stunned by the number of comments from people who really think telephone inquiries and now petitions, contribute to earnings.

    Look at the number of shares outstanding and compare to the volume and tell me what you see? Investors?
    Sep 2 08:00 AM | Likes Like |Link to Comment
  • Digital Ally continues soaring after USA Today takes notice [View news story]
    Pat, it is shortable but DGLY hit the REG-SHO list on August 12th (I think 8/12). I had never encountered a REG-SHO stock before and even after research still didn't fully understand the actual restrictions, but it can still be shorted if shares are available. Interactive Brokers has a comment that they may ‘allow REG-SHO stocks to be shorted when inventory permits’.

    This is pure speculation on my part but I'm guessing shares available to borrow are either non-existent or almost impossible to find.
    Sep 1 09:28 AM | Likes Like |Link to Comment
  • Digital Ally continues soaring after USA Today takes notice [View news story]
    "AND THERE WILL BE MORE NEW ORDERS"

    You are still blowing up the share price over phone inquiries?
    Sep 1 09:17 AM | Likes Like |Link to Comment
  • Digital Ally continues soaring after USA Today takes notice [View news story]
    I agree it is risky shorting this right now unless you can monitor your position at all times and jump in and out quickly. It’s hard to say when reality may set in with this stock but it should be approaching that point soon.

    I also expect share dilution soon as per the S-3A filed in early July. Honestly, at these prices they would be crazy NOT to do it.

    Also, if you look at the price & volume movement on July 10th and subsequent 8K filings, I would expect a lawsuit from someone as well as an SEC investigation. I’ve seen occasions where I suspected market manipulation, but this is the most blatant example I have ever seen.

    http://1.usa.gov/1n8T9h7
    http://1.usa.gov/1n8Talh
    Aug 30 09:35 AM | 1 Like Like |Link to Comment
  • Digital Ally continues soaring after USA Today takes notice [View news story]
    DGLY opened at $3.16 on July 1st. I haven’t seen anything yet that can justify a 488% run-up since then.

    ‘Funds appropriated’ is not revenue. ‘Hypothetical Future Sales’ is not a generally accepted accounting principle that can be used in an Income Statement. I’ve seen a couple of comments about this ‘$1M contract’ but I can’t turn up any definitive info on the number of units DGLY is to ship under the terms of that contract.

    Let’s assume the market had DGLY fairly priced, right up until the events in Ferguson. Let’s also assume this $1.1M order will show up in in the Q3 Income Statement and all margins, etc will be the same as previous quarters. September 30 should be the last day in DGLY’s 2014 Q3, but let’s assume we’ll see this order show up in the Q3 numbers and their revenue stream was fairly consistent with that of Q2. That $1.1M contract will push revenue up 32% compared to Q2 and would represent a level roughly 1.5% above Q3 2013 revenue, when DGLY was trading at roughly $8 a share, less than half its current level. That said, I hope you are correct about the price settling in the $30’s. It’s a great short candidate now, in the 30’s would be even better.

    I made a comment in another article about DGLY that deserves repeating; you can’t short sentiment. Until the lunacy disappears from this price movement, shorting DGLY is going to be quite risky. After that, see DVL’s comment above.
    Aug 30 06:02 AM | 3 Likes Like |Link to Comment
  • Digital Ally reports $1.1M order from Michigan police [View news story]
    I have not tracked orders closely, but regardless I haven't seen anything that warrants a 300% increase in share price in less than 2 months.

    I know better than to play with fire (you can't short sentiment) but DGLY is shaping up to be a superb short candidate.
    Aug 28 12:27 PM | 1 Like Like |Link to Comment
  • Digital Ally reports $1.1M order from Michigan police [View news story]
    I've shorted it myself but am still amazed at the asinine run-up. This is a guess on my part, but it appears some traders see a line on a chart going straight up and they believe it will continue to go straight up.

    I occasionally see stocks that defy gravity a little, but I have to wonder how many people buying this stock have figured out how long it will take for these hypothetical future orders to register as quarterly revenue.
    Aug 28 09:08 AM | 1 Like Like |Link to Comment
  • Digital Ally reports $1.1M order from Michigan police [View news story]
    This stock was trading at $3.16 on July 1st when it caught my eye. Less than 2 months passes and a 300% run-up in stock price? I don't think so.
    Aug 28 08:26 AM | 1 Like Like |Link to Comment
  • Boeing's big discounts could crimp profits, 24/7 analyst says [View news story]
    It's hyperlinked to that article.
    Aug 16 09:07 AM | Likes Like |Link to Comment
  • Jobless Claims +21K to 311K [View news story]
    fool.com? Appropriate.

    The US has around $200 trillion in unfunded liabilities coming due. Social Security, Medicare, & gubmnt pensions account for close to $80 trillion.

    If the government took 100% of every persons net income (including the people who currently pay no taxes) and 100% of the net income from every US business for the next 25 years, they could not meet their financial obligations.

    It's just a matter of time.
    Aug 14 12:48 PM | Likes Like |Link to Comment
  • Jobless Claims +21K to 311K [View news story]
    You can deny reality all you want; there is only one possible outcome to the amount of debt and unfunded liabilities the US has, and that is total collapse.

    I trade and make money daily, but I am under no illusion we can resolve the fiscal issues that have accumulated over the last 30 or 40 years. Anyone who relentlessly says 'no recession in sight' isn't looking at the whole picture.
    Aug 14 09:01 AM | Likes Like |Link to Comment
  • Jobless Claims +21K to 311K [View news story]
    And where is SA's broken record this morning?

    I'm not even going to try to predict when, but the US is headed for a total economic meltdown. Americans will be moving to Detroit in search of a better life.
    Aug 14 08:37 AM | 1 Like Like |Link to Comment
COMMENTS STATS
542 Comments
997 Likes