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losbronces

losbronces
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  • Keurig Green Mountain signs licensing deal with Kraft [View news story]
    In case you haven't seen this summary of best/worst short-selling activists this year: http://bzfd.it/1whFQ7o; Einhorn has the second-worst record of those listed.
    Aug 22 12:36 PM | Likes Like |Link to Comment
  • 3 Lessons From The Galena Scandal [View article]
    Excellent post Erbois.
    Aug 21 11:30 AM | 1 Like Like |Link to Comment
  • You Have To Be Crazy To Hold El Pollo Loco [View article]
    I was thinking of (NYSE:TWTR), it didn't hold up to initial IPO levels. But it was still (too) strong going into the expiration of the lockup and it was an easy trade to the short side. I used puts for that one.

    I'll keep watching LOCO. There will be a lot of selling pressure on that lock up expiration imo. It will make many more shares available and some of those share owners will feel the heat.
    Aug 19 03:16 PM | 1 Like Like |Link to Comment
  • You Have To Be Crazy To Hold El Pollo Loco [View article]
    I was hoping it would stay up until the lock-up expires in January to set-up a slam-dunk trade. Oh well...
    Aug 19 02:48 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Definitely not. Thats some high risk trading.
    Aug 19 02:00 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    I don't disagree that TSLA is not a bargain. But I do take exception to your reference to "retail investors" as the driver for the high price. A quick check reveals that most of the shares are tied up by institutional investors: http://bit.ly/PkSVUO.
    Also, who is putting the high price targets out (here is a summary: http://bit.ly/1oO2Uq7)? Credit Suisse ($324), Duetsche Bank ($310), Morgan Stanley ($320), etc. Those are fairly well respected firms.
    Goldman Sachs doesn't like it though.
    Aug 19 12:55 PM | 2 Likes Like |Link to Comment
  • You Have To Be Crazy To Hold El Pollo Loco [View article]
    You have a Pardos Chicken there in Miami: http://pardosusa.com; they are in Chile & Spain too. There are Peruvian restaurants in Miami, like La Mar (done by Gaston Acurio who is an icon of Peruvian cuisine): http://bit.ly/1kPwXgt . But I have to say the portions served are much smaller than those at the La Mar in Lima.

    I have been in some of the Peruvian restaurants in the US and Panama. Most are a disappointment as its difficult to get the same fresh ingredients (key things like limon pica, aji amarillo, rocoto, Peruvian corn, yellow potatoes, etc.). Thats one advantage to being in a tropical country with the temperature moderated by mountains and the Humboldt current. We have fresh fruits and vegis all year that are picked when they are ripe (as opposed to picked green for shipping).
    Aug 8 06:52 PM | Likes Like |Link to Comment
  • You Have To Be Crazy To Hold El Pollo Loco [View article]
    Well, you need to know that only 20% of the total shares are available for sale as a result of the IPO and that the lock-up on the rest of the shares expires 180 days after the IPO shares are issued (January 21, 2015). Also, the quiet period will expire on September 3, 2014.
    Aug 7 01:42 PM | 1 Like Like |Link to Comment
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]
    That is absolutely right. Many times I've traced stock movements to SA articles. Small O&G E&Ps (OTCPK:ZARFF) & (OTCPK:EPSEF) are two recent examples.
    And it is especially true with short side articles that cause a quick drop in the stock price. I'll see the price move and then see the article. I've seen those work on even stocks with higher ADVs.
    Aug 7 09:55 AM | 2 Likes Like |Link to Comment
  • Update: Transocean Earnings - Big Q2 Beat; Negative Forward Trends [View article]
    Meanwhile, the yield is 7.7% based on a $39.14/share price (current ask PM) and the well-covered $0.75/share quarterly dividend.
    Aug 7 08:29 AM | 2 Likes Like |Link to Comment
  • You Have To Be Crazy To Hold El Pollo Loco [View article]
    Options are now available too. That has an impact.
    Aug 6 09:28 AM | Likes Like |Link to Comment
  • Michael Kors rips higher off strong report and guidance [View news story]
    Already volume is over 2.1 million shares vs 10-day ADV of 3 million shares. It definitely was slammed for awhile. Back over $79 now...
    Aug 4 09:10 AM | Likes Like |Link to Comment
  • Mining Equipment Rebound? [View article]
    I have to agree with your assessment. Based on what I've seen, Mick Davis is looking to acquire operations, not projects. That would follow the same model used to build Xstrata; i.e., acquire existing operations, cut costs and expand from there.
    Jul 31 01:09 PM | Likes Like |Link to Comment
  • Update: Ensco Earnings [View article]
    Its a beat-up sector, but there are a lot of off-shore leases that have been sold. Those have to be drilled at some point. I bought more today.
    Jul 31 10:49 AM | 5 Likes Like |Link to Comment
  • Vanguard Natural Resources, LLC misses by $0.07, revenue in-line [View news story]
    Hedging natural gas price is a positive imo.

    The long-awaited production increases due to shale gas are starting to show up in the EIA inventory report. Storage levels are still below normal but its trending upwards more quickly than normal. That doesn't bode well for the natural gas price.
    Jul 30 11:38 AM | Likes Like |Link to Comment
COMMENTS STATS
618 Comments
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