Seeking Alpha

easympney7

easympney7
Send Message
View as an RSS Feed
View easympney7's Comments BY TICKER:
Latest  |  Highest rated
  • Cramer's Lightning Round - I Don't Want To Touch Fertilizer (12/12/14) [View article]
    MEMP is one of the few I would be buying here
    Dec 15, 2014. 01:03 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - Hain Celestial CEO Irwin Simon Talks Turkey (11/25/14) [View article]
    CALM is a strong buy on high egg prices and should easily beat when next earnings report comes out
    Nov 26, 2014. 09:12 AM | Likes Like |Link to Comment
  • ReWalk Robotics IPO - Exoskeletons For The Disabled [View article]
    At this stage Mazor robotics maybe the company to buy.....MZOR specializes in spinal surgeries and it will be the next ISRG. MZOR renaissance surgical system will become the industry standard according to one of the top spinal surgery experts at Emory.
    Sep 14, 2014. 11:33 PM | Likes Like |Link to Comment
  • The Amazon.com 'Come To Jesus' Earnings Report [View article]
    Feel AMZN would benefit from buying CALL...... a very cheap way to enter telecom worldwide. As soon as CALL has texting which should be at anytime.... will be a real competitor to FB's What"sApp.... diffence with magic jack you can call any phone not just ones in network.
    Jul 31, 2014. 08:55 AM | Likes Like |Link to Comment
  • The Amazon.com 'Come To Jesus' Earnings Report [View article]
    Hearing that AMZN might be buying out Magic Jack (NASDAQ:CALL).... a very inexpensive way to penetrate the telecom and smartfone business. Have been buying CALL lately and see an upside to $30 plus. Their technology should fit well with Amazon.
    Jul 26, 2014. 05:06 PM | Likes Like |Link to Comment
  • DAQO New Energy: A New Leader In The Polysilicon Industry [View article]
    sold recently ..... the easy money has been made.... lots more risk now!
    Bought alot of another chinese company based in Macau....$IKGH. Very cheap way to play longer term growth in chinese love for gambling. IKGH sells at at big discount from book value....a low PE...even paid a nice dividen A catalyst should be a hong kong listing in addition to its current nasdaq listing. This seems to be a low risk entry point.....my target is a double by end of the year. Another energy company I like in China is MY.....wind energy is becoming a reasonable way to produce electricity......my target is $10 plus over the next year.... which gives you a triple.
    Jun 14, 2014. 02:38 PM | Likes Like |Link to Comment
  • 2014 World Cup Investing By Country: South America [View article]
    ARCO is very well managed and considering the currency problems in Latin America have done a decent job of moving ahead. This is one of those stocks to buy for a young child and put away for a few yrs. A triple from here is very reasonable over next 5 years.
    Jun 13, 2014. 01:56 AM | 1 Like Like |Link to Comment
  • magicJack VocalTec: The Future Is Bright [View article]
    Not sure how much longer MJ will be independent. They would be a great fit for alot of companies ....... my guess Jeff Bezos would like to be the owner. See $40 plus on fundamentals and $ 50 plus in a buyout..... this is currently one of the best growth and value stocks to own........ shorts may soon get a reason the cover in mass.
    May 5, 2014. 01:43 AM | 4 Likes Like |Link to Comment
  • Why I'm Buying Aviat Networks Hand Over Fist [View article]
    Looking for value with nice upside....IKGH ...... low PE no debt more cash then market cap and selling at 2/3 of book .......Great way to play growth of Macau on the cheap... catalysts coming .....will be hong kong listed soon which should greatly increase the exposure as U S investors dont really understand the play here. Mgmt is large share owners and have been very conservative in extending credit..... things are changing as the first three months of 2014 will have earnings of .25/sh.... not bad for a $3.2 stock. Have been building a position here looking for a minimum of a 50% move this year.
    Apr 18, 2014. 01:42 PM | Likes Like |Link to Comment
  • Tucows Is A Scrappy Tech Company Cannibalizing Itself [View article]
    Magic Jack is much improved........looks to me like new mgmt is top notch. There are some pretty smart investors taking large positions in the company. This week Whitney Tilson holds his value conference which will feature CALL as his top idea currently. He has targets above $100 for the stock. That could be alittle aggressive but a double from here is pretty likely. With some of the prices social media stocks are bringing maybe Tilson's $100 plus isn't so pie in the sky. There is a pretty substantial short interest who might get nervous and creat a pretty big squeeze soon. As Magic Jack annouces entry into India and China and increase their wireless app users things should get hottttttttttttt
    Mar 30, 2014. 04:14 PM | Likes Like |Link to Comment
  • Arcos Dorados: Good Company, Bad Stock? [View article]
    We come up with very similar figures. What alot of people dont understand about Latin America is that the middle class there has the mindset of our own middle class but from the 60's and 70's. Think of the likes and upward mobility of those just starting to make it. For many years it was cool and a sign of a growing income to take your kids to McDonalds. Every kid wanted his birthday party there and the little ones loved there kid's meals. In Latin America it is now the cool thing to go to McDonalds, if you ask most children where do you want to go for dinner one of the main responses is McDonald's. In my opinion for the next decade this will only get stronger. There is a reason for such strong same sales growth. Agree currency problems are real but mgmt seems to have a handle on it. I continue to add to my position here and will lighten up near $15 later this year and look to sell the rest at $20. What is funn y is that the same un named brokerage who recently lowered their rating to hold and took 20% off the share price will soon change back to a strong buy as they and their clients have gobbled up alot of cheap shares. Dont believe me just keep your eyes open. Dont honestly know a better equity with minimal risk to ride the wave of a growing middle class in Latin America.
    Mar 23, 2014. 12:33 PM | 2 Likes Like |Link to Comment
  • Arcos Dorados: Good Company, Bad Stock? [View article]
    Funny how two people can look at the same numbers and get totally different conclusions. Based on somewhat different methodology my opinion is that ARCO has about the best chance of any Latin American equity to double in price over the next year. There is tremendous accumulation going on under $10 per share.... I fully expect the stock to be above $15 this year. I am a buyer.
    Mar 22, 2014. 12:34 PM | 1 Like Like |Link to Comment
  • Which Are The 2 Top Macau Stocks To Own? [View article]
    Actually there is a low priced way to play the growth. IKGH brings high rollers to Macau..... sells under book ...... sells for less then cage capital and will soon be listed on Hong Kong exchange i addition to US listing......My target for it is $7 plus this year.
    Mar 17, 2014. 08:41 AM | 1 Like Like |Link to Comment
  • magicJack VocalTec's CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    Like the risk reward here. The brand value is not overpriced when compared to others in this biz. Fair value should really be north of $30 per share. Not quite sure why the people are betting on the short side. The management team alone would make me nervous as a short. Not very hard to see the company teaming up or being bought by some entity like an Amazon or an Ebay. I'm adding to my already substantial position. Sure does not hurt having a Whitney Tilson as a believer.
    Mar 14, 2014. 03:01 AM | 1 Like Like |Link to Comment
  • MiX Telematics: Global, Green, And Undervalued [View article]
    Definitely an up and comer .......my valuation methodology comes up with a current value of $16 plus and a 5 yr target of $40
    Mar 9, 2014. 05:33 PM | 1 Like Like |Link to Comment
COMMENTS STATS
67 Comments
27 Likes