Seeking Alpha

p2invest

p2invest
Send Message
View as an RSS Feed
View p2invest's Comments BY TICKER:
Latest  |  Highest rated
  • Will Chesapeake's Q2 Earnings Report Disappoint? [View article]
    Looks like classic stock manipulation 'lure and squeeze' has been going on. I expect some sort of announcement with earnings that will drive the price up.
    Aug 4, 2015. 01:48 PM | Likes Like |Link to Comment
  • Ebix Inc: Taking A Premature Bow For An Overhyped Business Deal [View article]
    Better write another article, Ms Davis. Your employer continues to have a bigger loss. I suggest that you get your money up front though, otherwise you may not get paid. It looks very bad for all those short shares. Wait for those bigger contracts get signed that Mr Raina alluded to on the conference call and watch the share price.
    May 13, 2015. 04:25 PM | 2 Likes Like |Link to Comment
  • Ebix Inc: Taking A Premature Bow For An Overhyped Business Deal [View article]
    Although the London deal does not require any firm participation, it will become necessary to do business with others.
    May 7, 2015. 04:19 PM | 3 Likes Like |Link to Comment
  • Iconix Brand Group Part 3: The Inevitability Of Diminishing Brands Value At Iconix [View article]
    Brand value is like real estate and share prices; they tend to fluctuate over time. Some that they own will increase in value, some will remain the same, and some will go down in value over short periods of time. However, just like the values of real estate and shares; they should increase in value over extended periods of time as new opportunities open up. Ever increasing populations and further country penetration will see to it. And you should read zacks take on such things as their decreased cash flow before before making unfounded accusations.
    Apr 24, 2015. 01:42 PM | 2 Likes Like |Link to Comment
  • EBIX: Caught With Its Hand In The Cookie Jar [View article]
    Didn't even bother to get his name right. It's J Edwards Ketz and not Katz. Funny how she didn't bother to document his quotes but took the time to document many other things. Mr Yu, Gotham City Research, contacted Ketz for company accounting generalities and nothing specific to Ebix. These too sound like generalities and not company specific.
    Apr 2, 2015. 12:45 PM | 1 Like Like |Link to Comment
  • EBIX: Caught With Its Hand In The Cookie Jar [View article]
    The only time that I would fear any Goodwill impairment charges is if they were so substantial as to cause a loan default. Could that happen with Ebix? I doubt it. Otherwise, it is just part of accounting regulation. Goodwill can be manipulated for sure, but it is a part of acquisitions and so are earn-outs. Implying that it's a sinister plot by keeping unearned earn-outs or not taking Goodwill impairments after each quarter is pulling at straws that don't exist in most organizations since Goodwill is revalued by most companies on an annual basis or after some unexpected large event.
    Mar 31, 2015. 05:22 PM | 1 Like Like |Link to Comment
  • EBIX: Caught With Its Hand In The Cookie Jar [View article]
    Ha ha ha! You use J. Edward Ketz as your quote source. He seems to be full of quotes. Was this a leftover quote from him that Mr Yu didn't use in his Gotham City Research hit piece, The Truth About Robin Raina's Ebix: Part I? Or is this a fresh one from the same man? What's your connection with Mr Yu (Gotham City Research) and for that matter, Cooperfield Research? Same source of funding?
    Mar 31, 2015. 03:58 PM | 2 Likes Like |Link to Comment
  • EBIX: Caught With Its Hand In The Cookie Jar [View article]
    So the owners of Street Sweeper have short positions. That could mean that they were the original shorters from several years back and the ones who are deeply underwater now. I wouldn't institute a new short position based upon known facts and this so called research. Which hedge funds own Street Sweeper anyway?
    Mar 30, 2015. 04:18 PM | 2 Likes Like |Link to Comment
  • EBIX: Caught With Its Hand In The Cookie Jar [View article]
    Shorts need to invest more in buying better quality writers. God, shorts must be hurting big time. Their short positions are sooooo underwater with no way out. I hope Ms Davis got her money up front. Mr Short might be broke by year end.
    Mar 30, 2015. 03:59 PM | 5 Likes Like |Link to Comment
  • Why I'm Selling Ebix... And Aruba Networks [View article]
    The one analyst who covers Ebix just raised his target price to $38.00 for good reason. The future looks better than ever for reasons already stated by others. And as others state, big shorts that are totally and deeply underwater. Higher price is a done deal.
    Mar 17, 2015. 04:25 PM | 4 Likes Like |Link to Comment
  • Ebix up 13.2% on resolution of IRS audit [View news story]
    Where's that SA administrator who congratulated Mr Yu on his Gotham City Research hit pieces now? I got hell from SA for my statements defending Ebix for what was going on. Some defenders were not allowed to speak their minds too. He should apologize for his support for Mr Yu.
    Jan 8, 2015. 10:20 AM | 2 Likes Like |Link to Comment
  • Quindell PLC: A Country Club Built On Quicksand [View article]
    Well Quindell won their lawsuit with you. Damages will be determined in November. You didn't even bother to put up a defense and show up. I'm sure that incorporated Gotham City Research is a shell with no assets, but they will be coming after you, Mr Yu as sole owner.
    Sep 11, 2014. 09:50 AM | Likes Like |Link to Comment
  • Quindell PLC: A Country Club Built On Quicksand [View article]
    How's that Quindell lawsuit coming Mr Yu? The last report that I saw on August 21st states that you haven't responded and you could be liable by default if you don't act soon.

    Davide Serra, the hedge fund manager who has advised the UK Government on the future of banking, has complained to regulators on both sides of the Atlantic about your shorting attack. He's an important man. Has the SEC or the British equivalent contacted you yet in an investigation?
    Sep 5, 2014. 06:37 PM | Likes Like |Link to Comment
  • Is Nu Skin Insolvent? [View article]
    When you read between the lines of anything, you find what you want to see. Unless you can verify, it is only speculation that is not based on facts.
    Sep 4, 2014. 03:57 PM | 2 Likes Like |Link to Comment
  • Update: Prospect Capital Earnings - All Eyes Are On The Dividend [View article]
    They wrote off to zero $44M in late June caused by a bankruptcy. A one time charge from a probable no recovery of assets. That effected their earnings. Three officers made sizable purchases in early June before this write off. It was obviously unexpected but these officers also thought that the price was a bargain at around 10.36 to 10.40.
    Aug 27, 2014. 03:08 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
157 Comments
371 Likes