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  • Short Hain Celestial Group: Low Quality And Increased Business Risk [View article]
    I stopped reading when you called this a cult stock...clearly an attempt to back into an opinion you already hold without sticking to facts. Shorts love to brand popular stocks as cults, as if shorts don't have their own share of cults who repeat the same arguments over and over.
    Neither long nor short Hain, but long the use of accuracy and facts and short coloring both.
    Nov 27, 2015. 04:19 PM | Likes Like |Link to Comment
  • Applied DNA: 90+% Downside On Fraud Partners, Opaque U.K. Shell Deal And Paid Stock Promotion [View article]
    I would hope to hear from someone without a vested interest in putting the company out of business by coloring the facts.
    Nov 24, 2015. 09:40 AM | Likes Like |Link to Comment
  • Applied DNA: 90+% Downside On Fraud Partners, Opaque U.K. Shell Deal And Paid Stock Promotion [View article]
    Odd...the company announces they have identified manipulators and reported them to the authorities.
    Then a few days later they announce a secondary at what they must think is a deflated price as a result of the manipulators. The stock was at $7 when the short story broke, and now they are offering at $3.49?
    Unless they are that short of cash, shouldn't they be waiting for the damage to be repaired?
    Nov 23, 2015. 09:10 PM | Likes Like |Link to Comment
  • Frontier Communications: It's Almost Over [View article]
    Here in New Hampshire, Fairpoint purchased Verizon's land line business, taking on more than they could handle, ending up in bankruptcy. I have no particular interest in Frontier and have NO IDEA what they are buying, but if you have an interest in Frontier, you may want to make sure that this is not another case of Verizon dumping a declining business on a willing victim.
    After all, Verizon is not doing Frontier a favor, is it?
    Nov 21, 2015. 07:58 PM | 2 Likes Like |Link to Comment
  • Big Tech Was Dead Wrong About [View article]
    Salesforce must be doing something right, adding clients, growing without a "profit", etc. It doesn't mean that Big Tech should have paid as high a price as has been rumored, but it also doesn't mean we have to justify Big Tech's decision by trying to diminish CRM's success.
    Even if one of the big tech companies had acquired CRM, it doesn't guarantee that it would have been a successful acquisition and integration. The focus of this discussion needs to be on what MSFT, SAP and ORCL is doing with the billions they have available to them. "We didn't waste it on CRM" is not enough of an answer.
    Nov 21, 2015. 07:03 PM | Likes Like |Link to Comment
  • GoPro Needs To Change Its Business Model [View article]
    The future of GoPro may be decided this holiday season. If their products are a bust it will be treated by investors as a fad that has passed. That may or may not actually be the case, but that will be the perception on the Street, and the perception of the Street is the only "reality" that will matter.
    Nov 21, 2015. 06:23 PM | 2 Likes Like |Link to Comment
  • At Home Group files for IPO [View news story]
    Not that I would do it--not that keen on shorting in general--but this sounds like a stock that should and will be shorted ASAP.
    Nov 21, 2015. 02:41 PM | Likes Like |Link to Comment
  • Starbucks: One Has To Dream Big [View article]
    DD's discounts and coupons may lead to increased unit volume, but not to gross profit or EBIT. It also is an admission that they can't compete on quality or innovation, which are the SBUX strengths.
    If SBUX announced a Dog Doo latte (without actually creating it), Dunkin would rush to market with a Double Dog Doo and a free trial coupon.
    Nov 21, 2015. 02:34 PM | 2 Likes Like |Link to Comment
  • Lowe's Looks Like A Nice Short Off Of Q3 Earnings [View article]
    Pick a number, any number, and you can make a long or short case for most stocks. The shorts are particularly good at presenting us with selective analysis while hoping that we will ignore the broader picture...sadly, it often works.
    Nov 21, 2015. 02:25 PM | Likes Like |Link to Comment
  • A Light In The Tunnel For American Eagle [View article]
    Time will have to tell on the Tailgate investment, at $11 million it is all about future value. I Googled the name. They sell Ts, Sweatshirts, hoodies, etc., primarily with college names/logos. Perhaps as an online channel it could produce some results, and I suppose specific stores near specific campuses can make space for the products.
    If anything, it is a sign that management is not content with their present situation in a highly competitive environment and is looking to differentiate itself from the other teen retailers...but moving into the highly competitive team sports apparel market.
    My sense is that AEO is better managed than its competition, but it still suffers from being in an overly competitive segment. Some of these companies will either have to go out of business, which as it hasn't happened already, apparently is not going to happen any time soon...or transition away from teen retail, and perhaps that is what AEO management also sees.
    Nov 21, 2015. 02:18 PM | Likes Like |Link to Comment
  • Tim Cook, We Need More Share Buybacks [View article]
    I think Apple should just shut down, sell off everything, bring back all their cash...and give it immediately to Icahn and all the mini-Icahns of the world.
    Then after we cash out on Apple, we can move on to the next target.
    Who needs great companies when all that short-term cash is there for the grasping?
    Nov 21, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Do You Buy Stocks Or Stock Symbols? [View article]
    This suggests to me that:
    1. I would like to be able to invest in a company, rather buy a stock symbol.
    2. But, per your intro, "this distinction is lost on some people".
    3. And those "some people" actually are a vast number that can materially affect the $ value of my investment without any regard for the company's intrinsic value.
    4. We can hope that investing in a company will pay off in the long run, but today's market is operating in the short run...witness huge drops when a company meets, but does not beat a quarterly expectation that itself may not be anything but having raised the bar by analysts from the previous quarter, as if it is a high jump competition in which sooner or later the bar can not be exceeded.
    5. With all of this, after years of trying to work around (avoid) technical analysis, I have decided I need to incorporate it into my decision-making because that is the reality of today's stock market....buying and selling in minutes, days, weeks.
    6. Hopefully, this will mean that I will target great companies with great futures, than determine when it is the right time and price to buy their stock symbol.
    7. Finally, thank you for your well thought out, and thought provoking article. Keep up the good work.
    Nov 19, 2015. 10:42 AM | Likes Like |Link to Comment
  • Do You Buy Stocks Or Stock Symbols? [View article]
    Darren, where does technical analysis fit into your perception of an investment? I find that a good company is sometimes not a good stock because the market is becoming increasingly dominated by mathematics rather than business analysis. Computers, algorithms, day traders and the like play havoc with the underlying fundamentals. Granted, in the long run a good company will usually rise above the short-term action...but factors such as momentum have to be taken into account.
    My background and my experience is in business managment, not in stock charting. But I have learned to my regret that it takes both to make a successful investment...buying a good company at the right price, not at its top (and not necessarily at its bottom).
    I wish that we could focus on the company rather than the symbol, but that would deny the reality of today's stock market.
    Nov 17, 2015. 08:19 PM | 1 Like Like |Link to Comment
  • J.C. Penney: Surging Comps Will Likely Lead To An Exceptionally Strong Q3-15 [View article]
    Instead of just taking the hit himself, Terry Lundgren opted to bring down all of the retailers. There is the reality of warm weather affecting retailers, but not to the extent that Lundgren wanted HIS investors to believe. They didn't buy it, and still aren't, so M took a much bigger hit.
    I don't attribute the JCP up / down move to Lundgren as much as I do to the usual game the shorts play...let it rise, then take it back down. It happens over and over again, and was happening when Macy's was doing just fine.
    AND it will most likely happen again tomorrow.
    Much more important than the sales comps that were highlighted in this article and most investment comments, the statement continued with better than expected gross margins and's one thing to buy sales by discounting the way some teen retailers do. It's another to make money on those sales.
    Nov 12, 2015. 10:46 AM | Likes Like |Link to Comment
  • Diamond, Rock Or Coal No. 12: TASER International [View article]
    1. "cult following" can be applied to shorts as well as to longs, and right now the cult is the shorts who skip over information that weakens their analyses...just as long cults do the same. So, let's dismiss the emotional opinions as opposed to the facts.
    2. Motorola? I did read that they were vying for a deal with the Chicago PD, and that knocked down the TASR stock price. Motorola may well get it, not because of a superior product, but because they are headquartered within about 25 miles of Chicago. "Politics makes strange bedfellows.”
    The key will be if Motorola or anyone else can make actual inroads into the company's sales rather than into TASR's stock price.
    3. The longs do need to come to grips with the prospect of price competition. Some of that is built into the stock, but not completely.
    4. And there is the large short position...they are not above putting out unfounded claims with only one purpose in mind, and they often are successful.
    5. And management does not seem to have total control over this company...may be scrambling to hold on to their market share, spending heavily on SG&A, for example...hopefully wisely.
    So, I still hold TASR, sadly overweight, but at this point more because it would seem to have more upside than down. THAT is not much of a reason, I know, but the overriding factor is that the product line is superior to current competition. Until that dynamic changes, I am in...and one Motorola deal with the Chicago PD will not mean anything other than that it is "business" as usual in Chicago.
    Nov 11, 2015. 01:30 PM | 4 Likes Like |Link to Comment