Seeking Alpha

TimeOnTarget

TimeOnTarget
Send Message
View as an RSS Feed
View TimeOnTarget's Comments BY TICKER:
AAPL, ABBV, ACAD, ACHN, ACOR, ADXS, AERI, AHC, AIG, AIQUF, AIQUY, ALJJ, AMBS, AMC, AMD, AMGN, AMZN, APA, APAGF, APC, AR, AREX, ARO, ASTM, ATI, ATRS, AUDC, AVTC, AWLCF, AXAS, AXPW, BA, BAC, BAM, BBG, BCLI, BIB, BIIB, BIOF, BK, BKS, BNCC, BNNY, BP, BPT, BTH, BTU, BXE, C, CAG, CAMT, CDOM, CDXI, CENT, CHK, CHUY, CL, CLDX, CLMT, CLNE, CLR, CLX, CNK, CNNEF, COG, COP, CPHMF, CREE, CRK, CRTN, CRUS, CUR, CVI, CVX, CWCO, CWEI, CYNAF, CYTR, D, DD, DDD, DEPO, DRC, DRYS, DTHRF, DVN, DVY, DWCH, EAC, EADSF, ECA, ECL, ELY, EOG, EOX, EPD, EPRS, ERF, ESOFF, EW, EXC, EXXI, F, FB, FCUUF, FCX, FFNT, FHCO, FIZZ, FRGI, FRO, FRX, FSM, FST, FXI, GA, GALE, GCVRZ, GDP, GDXJ, GE, GEOS, GHM, GILD, GLD, GLGI, GLRE, GLW, GMET, GOGO, GPOR, GPT, GST, GTATQ, GTE, GY, HCLP, HD, HIIQ, HK, HLF, HOG, HOLL, HOTR, HPJ, HRTPY, HRUFF, HTCH, HUSKF, HXGCF, IAU, IBB, IBM, IMNP, IMOS, INO, INTC, IOC, IPGP, IPO, IPXL, ISCO, JBLU, JCP, JNJ, KIOR, KMI, KMP, KNPRF, KOG, LCUT, LEI, LGORF, LINE, LL, LOJN, LORL, LOW, LPI, LPRI, LRAD, LSTMF, LULU, LYB, MA, MAXX, MCF, MCP, MGMCF, MHR, MLNX, MMTMF, MON, MRO, MSFT, MU, MUB, NBS, NETE, NFLX, NFX, NICK, NQ, NROM, NUE, OEDV, OMED, ORXGF, OSK, OSTK, OTIV, OUTD, OXY, OXYS, PAA, PARXF, PDCE, PDEX, PEIX, PER, PFE, PHOT, PII, PLUG, PNPFF, PNPWF, POEFF, POLR, POZN, PSX, PTAXF, PTIE, PVA, PWE, PXD, QEP, QLTI, RBCN, RDI, RDS.A, RDS.B, RGEN, RGR, RNN, ROSE, RST, SALDF, SCS, SCTY, SD, SDR, SDRL, SDT, SH, SHLD, SHLX, SLCA, SLV, SM, SNDK, SNTA, SPCB, SPGYF, SPWR, SPY, STO, STX, SVON, SVXY, SWHC, SWK, SWN, SWS, SYN, SYRG, SZYM, TAS, TC, TEVA, TIDZQ, TNXP, TPL, TPLM, TRAGF, TRP, TRQ, TSLA, TTS, UDN, UNG, UNIS, UPL, URA, UREE, URG, USO, UUP, VLO, VNR, VRNG, VRSN, VTI, VXX, WAIR, WDC, WFC, WFM, WFSTF, WINA, WLL, WLT, WPX, WRES, WWWW, WZGRF, X, XIV, XOM, YHOO, YOHOF, ZAZA, ZIV, ZPTAF
Latest  |  Highest rated
  • SandRidge Energy: What Happens Once The Cash Pile Runs Out? [View article]
    @longplayer --


    having watched them a while, all I have ever seen from them is stuff that makes me wonder if they are totally delusional.

    I'd suggest you go back and reread their old investor presentations and press releases going back through 2012 and see how you feel after that.

    They can sing and dance, I'll give them that.
    Mar 23, 2015. 12:05 PM | Likes Like |Link to Comment
  • SandRidge Energy: What Happens Once The Cash Pile Runs Out? [View article]
    @Richard Lejeune (or do you prefer "Mr. Objectivity?) --

    Pablomike gets it and said it very succinctly. Forget the liquidity: They have a loser of an asset that isn't ever going to make them money on the scale they need.
    Mar 23, 2015. 11:59 AM | Likes Like |Link to Comment
  • SandRidge Energy: What Happens Once The Cash Pile Runs Out? [View article]
    @BetaZed, Richard Lejeune --

    Give me a break. You guys are acting like there is not difference between spending cash on hand vs. going further in debt, especially when all this company has ever done is go further in debt.

    But for some windfall asset sales, they would already be toast.

    "Your note lacks objectivity. Own up to it.
    The smiley face punctuates you[sic] emotional investment."

    No, the smiley face is Richard Zeits enjoying the fact that a criticism was made by someone who stated "I read the headline and first bullet point of your article and didn't bother to read the rest of it. "

    And then went on to further criticize him for lack of objectivity.

    Let me give you all both a big, big :) :) :) for your criticisms of Richard for a lack of objectivity without even bothering to figure out what is going on. I think we all understand where we can find a lack of objectivity.

    Did you guys really buy this stock? Even when oil prices were high, this had to be one of the worst investments out there.

    I'd suggest actually reading Richard Zeits' articles in the future.
    Mar 23, 2015. 11:52 AM | 1 Like Like |Link to Comment
  • Bakken Update: U.S. Crude Storage Capacity Is Filling Up, So Oil May Be Headed Below $40/Bbl [View article]
    Mike--

    Excellent and very useful article.

    Thanks
    Feb 19, 2015. 01:24 PM | Likes Like |Link to Comment
  • What Whole Foods Is Worth Today And What That Means For You [View article]
    Nice article -- thanks
    Feb 19, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • Buy UPS And FedEx As There Is A Clear Catalyst Ahead [View article]
    Thanks Paulo --

    This does look like it should move the price.
    Feb 19, 2015. 12:13 PM | Likes Like |Link to Comment
  • China's trophy buying spree continues [View news story]
    It is a darn shame they tore down all those big public housing complexes in Chicago: It would have been a lot of fun to sell them those.
    Feb 7, 2015. 08:47 PM | Likes Like |Link to Comment
  • Case For A Crude Oil Boomerang [View article]
    Crude production will not drop rapidly. Much drilling will continue to occur because of contract commitments, including pipeline commitments. Not all leased property is held by production. That ensures drilling almost regardless of the current economics. Tight oil wells are much more productive.

    "Rigs didn't start slowing in earnest until mid-December, so we could still be months away from softer production numbers."

    Add a year to that "months." Plus, crude production in the U.S. these days is quite rapidly scalable compared to anytime I can ever think of.

    I wouldn't expect too much of a "boomerang." Think about what this tells you about Chinese demand now. How much optimism about China is remotely reasonable? More than before the oil price slide, I suppose. But, notwithstanding that, just getting past the apogee will be an accomplishment. Lack of natural gas and oil resources aren't China's only problem.
    Feb 7, 2015. 08:44 PM | Likes Like |Link to Comment
  • China's trophy buying spree continues [View news story]
    The "when" is the rub.

    Think about all the dire predictions regarding Japan. To say the shorts have been a bit premature . . . .

    Of course, I put a WHOLE lot more stock in what info Japan provides about its economy. I don't think China's relentless purchase of overseas assets of every variety is remotely accidental. If they get in a hard spot and unload a lot of those T-Bills, who knows, T-Bills might actually be worth buying.
    Feb 7, 2015. 08:32 PM | 1 Like Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    @John Gunn --

    O.K., you like Marines and Biologists.

    But don't you think that the folks reading your comment should be told up front that you are a Marine Biologist yourself? After all, if they didn't read your profile until much later, it might come as a bit of a shock to them.

    I'm certain that this was just an oversight on your part . . . .
    Jan 23, 2015. 07:29 PM | Likes Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    @Shayla47 --

    I absolutely will. I was very intrigued with their approach, which seems incredibly smart on a number of levels.

    I've previously been in a position where I hired communications consultants for issues. I don't have a problem generally with hiring people for PR, communications, etc.

    Having watched how "promotion" is frequently done by these types of companies and the examples in this case in particular, however, I do have a fundamental problem with it. No real value is added by this type of promotion. The absolute best that can be said for it is the lack of judgement and ethics is appalling.

    Also, this type of behavior is inherently risky. Huge risks are involved. If they genuinely believe in their platform and future prospects, why in the world would they take such a needless and profound risk? I look at it like being willing to bet the company for a short-term price bump.

    Something is fundamentally different than what I assumed since that happened. Either the company and its intellectual property isn't nearly as good as I thought or the judgement of the people running the company is far worse than I would have imagined in my wildest dreams. In either case, it is a pretty strong message.
    Jan 23, 2015. 02:03 PM | 1 Like Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    @Justice Green --

    Thank you. Not only will I read it, I look forward to doing it.

    But, regardless of the merits of the platform, I don't see how I could ever knowingly invest in a company that would employ a company that is compensated for writing "promotional" material.

    To begin with, I don't like companies that pay too much attention to share price. When I see CEOs doing stuff that involves more than a very occasional investor presentation, I get leery.

    I get especially leery with biotech: The sector seems rife with fraud and BS to begin with. Then, when you have a company that is paying for stock "promotion" via articles, that hits just about every warning bell I have. It virtually screams to me that the officers and directors are far more concerned with enriching themselves through short-term share price appreciation than they are with their long-term credibility, developing the platform, and growing the company.

    That said, I do look forward to reading your article.
    Jan 23, 2015. 10:29 AM | 2 Likes Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    @Steve Ross --

    Yeah, that was some really nice due diligence by "The Pro," eh?

    Then, below, The Shmo criticizes me for my due diligence. JFC
    Jan 23, 2015. 10:12 AM | Likes Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    @"The Pro" --

    Sold-- Immediately. The price dropping like a chunk of lead into a black hole is all the due diligence I need there, "Pro."

    I take it your professional advice is to do ample due diligence to see why the price is dropping rather than sell immediately. Pretty shrewd . . . .

    Before I bought it, I read everything I could find about the company, their platform and its potential, including a bunch of articles in Nature that were related to the general concept and platform, as well as cancer hallmarks and defense mechanisms generally.

    I'd be willing to bet I read a lot more than you did, "The Pro."

    I am well aware that initial appearances can be deceiving. Names too. I'd never put any stock in a name.
    Jan 23, 2015. 09:39 AM | 1 Like Like |Link to Comment
  • Advaxis: Heavily Promoted And Misleading Investors [View article]
    Richard --

    Your article cost me a decent chunk of money.

    That's fine. Keep doing exactly what you are doing.

    Winding up with a bit less money in a world with fewer scumbags walking around running scams is just fine with me.
    Jan 23, 2015. 01:01 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
2,970 Comments
2,301 Likes