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FrankArabia

FrankArabia
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  • The Market Is Misunderstanding Lumber Liquidators' Announcement [View article]
    i love how ppl are attacking Tilson. He is just on the right side of the trade and you mad.
    May 7, 2015. 10:24 PM | 4 Likes Like |Link to Comment
  • Sell-Side Analysts Weigh In On Herbalife - Return To Growth Is A Unicorn [View article]
    matt stewart is the sellside for the short side
    Apr 24, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • JPMorgan: My Top Pick [View article]
    I been buying JPM since the London Whale and continue to buy. It is also my top pick.
    Apr 9, 2015. 06:09 PM | 1 Like Like |Link to Comment
  • JPMorgan's Buyback Has Been Harmed By Perpetual Dilution [View article]
    I think you should look at the buyback and dilution as two different things.

    the buyback is the use of capital, which I agree with. I think buying back shares right now is the best thing to do with capital, period.

    dilution has to do with management's philosophy on compensation. Is it excessive? sure. I wish they didn't issue any stock options at all. Outside of Berkshire and maybe a few others, options is the way people are compensated these days.
    Apr 9, 2015. 06:08 PM | Likes Like |Link to Comment
  • Herbalife's Uberazzi Enter The No Spin Zone [View article]
    I don't need to read a book like his to lose weight. I just go to the gym.
    Apr 6, 2015. 06:50 PM | 9 Likes Like |Link to Comment
  • Our Closing Thoughts On Lumber Liquidators [View article]
    A lot of flooring and carcinogen experts all of a sudden popping up.

    What the shorts are saying is this will bankrupt the company.

    The longs are saying the issue is really not a big deal and the company will move on.
    Apr 6, 2015. 06:48 PM | 2 Likes Like |Link to Comment
  • Lumber Liquidators volatile off of EPA posting buzz [View news story]
    what earnings report tommorrow?
    Apr 1, 2015. 06:55 PM | Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    If we use LL's standards for testing, they will never show results that failed because by definition they are only showing the stuff that passed. Question is, did they really return the products and what % of the product failed.
    Mar 31, 2015. 11:43 AM | 1 Like Like |Link to Comment
  • Answering Questions About Lumber Liquidators [View article]
    We appreciate Whitneys comments. Definitely learned a lot.
    Mar 30, 2015. 02:00 PM | 4 Likes Like |Link to Comment
  • Lumber Liquidators: Going To The Source: Air Resource Board [View article]
    The products are not CARB2 compliant at the moment.

    Don't overlook that fact.

    There is a reason the company didn't front and centre come out and say "Our products are fully CARB2 compliant". Instead, they tried to twist the issue into testing methods, short sellers, etc.

    If your products were compliant, you would very easily find a way to show it, especially after you get a week to do a CC and STILL not take questions. Why?
    Mar 20, 2015. 10:23 PM | 3 Likes Like |Link to Comment
  • Does Shareholder Lawsuit's Failure Vindicate Herbalife? [View article]
    The judge did the right thing, no doubt about it.

    Was able to short more.
    Mar 19, 2015. 09:00 PM | 5 Likes Like |Link to Comment
  • Lumber Liquidators: Research, Not Hyperbole [View article]
    The way the labs tested the product is correct. the SOP specifically says you should deconstruct. Don't know what the fuss is all about.

    They did it at 3 labs and all did it the wrong way?
    Mar 19, 2015. 08:57 PM | Likes Like |Link to Comment
  • Qualcomm Investors: Time To Cash In Your Chips [View article]
    so Qualcomm's main revenue stream will slow due to competition. Who are the competitors and what fundamental disadvantage/advantage does Qualcomm have. What defense does Qualcomm have at this point?
    Mar 19, 2015. 06:58 PM | 2 Likes Like |Link to Comment
  • An Open Letter To Ann Weismann: Why Is CREW Writing Letters To Congress? [View article]
    To be fair, Matt doesn't exactly add anything to the debate. If anything, his hyperbole has detracted, myself included, from shorting Herbalife shares for a time being.
    Mar 19, 2015. 06:37 PM | 3 Likes Like |Link to Comment
  • Herbalife: Mr. DeSimone's Neighborhood Of Accounting Make Believe [View article]
    yes, i'm losing money on my short right now. I am building the position one day at a time, like today, I added. Got more fire power left.
    Mar 18, 2015. 09:06 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
888 Comments
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