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Trader 611

Trader 611
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  • Changes Must Be Made At Wal-Mart [View article]
    that's right and the 30yr trades at 3%. WMT p/e ratio is at it's 10yr avg. trough It's looks like a no-brainer below $60. And when the S&P tanked bank in '08, WMT traded at a premium to the market. Perhaps the perfect defensive stock. I like to think the majority of the bad news is baked into the cake at this point.
    Nov 17, 2015. 06:28 PM | 1 Like Like |Link to Comment
  • GoPro Reaches A Critical Junction [View article]
    GPRO is starting to look like a crowded trade. Sentiment could not be any worse than it already is. Further disaster scenario may not play out as hoped for by short sellers. This might be a great spot to initiate a position as it is one of the most hated/shorted stocks on the street and the holiday season is just around the corner. If holiday sales boost earnings then there's a real possibility that the shorts get roasted over an open fire. That would make for a very Merry Christmas indeed!
    Nov 17, 2015. 02:49 PM | 4 Likes Like |Link to Comment
  • Piper downgrades GoPro to Neutral; shares slip [View news story]
    All the analysts loved it back in July when shares were trading in the mid $50's. Now that it's 50% lower they're all jumping ship. After seeing the huge presence of GPRO at the Kona Ironman over the last week, it would appear that GPRO is going to be around for awhile. It's the power of the brand. With 25% of the shares already sold short and sentiment at its most negative since the IPO, I think we have a fairly crowded trade here. I'm looking to pick up more shares at $25 or lower.
    Long GPRO.
    Oct 13, 2015. 04:31 PM | 10 Likes Like |Link to Comment
  • GoPro Setup For Short Squeeze [View article]
    Check out LL for latest example of a short squeeze. It can and does happen.
    Oct 11, 2015. 10:56 PM | 4 Likes Like |Link to Comment
  • 5 Reasons To Buy LendingClub [View article]
    I have a 6.85% annualized return after having invested roughly $10k in their platform to credit card consolidators (A-C credit notes) $25/note. I reinvest the proceeds of p&i payments into new notes. I am long 100 shares of LC with the intention of averaging in as time goes by to see how the market reacts to the new issue. I've still to figure out what the main risks to this company are other than increased default rates. Any thoughts?
    Dec 13, 2014. 06:34 PM | 1 Like Like |Link to Comment
  • More on GoPro/Ambarella: Citi worried about competition [View news story]
    Kids want a GoPro. End of story.
    Dec 11, 2014. 01:32 PM | 2 Likes Like |Link to Comment
  • Offshore driller dividends are in danger, FBR says [View news story]
    Seems to me that dividend cuts in the offshore drilling sector are a foregone conclusion. Anyone else think it's likely already priced in?
    Long RIG, but not happy about it.
    Oct 3, 2014. 04:04 PM | Likes Like |Link to Comment
  • More tough times at Coach [View news story]
    Latest I read was that int'l sales / market share was expanding, while N. American sales / market share was contracting.
    Will likely hurt more with a strong dollar.
    Still seeing a lot of these hanging off the arms of fashion conscious ladies everywhere in Phoenix, AZ.
    Good contrarion play imo.
    Oct 3, 2014. 02:01 PM | Likes Like |Link to Comment
  • Vapor Corp: A Fresh Look At A Hated eCigarette Stock [View article]
    Or, buy UVV (on sale now!) and get in on the sale of liquid nicotine, amongst other things...
    Less risk, 4.5% yield, and 44 years of dividend increases.
    Talking my own book of course,
    Sep 24, 2014. 08:19 PM | 2 Likes Like |Link to Comment
  • Bitcoin used for $500K property purchase [View news story]
    My thoughts exactly youngdub. Cost of wire transfer $50 maybe?
    so someone saved $40 bucks on a $500K transaction.
    Why is this news?
    Mar 20, 2014. 01:11 PM | Likes Like |Link to Comment
  • WPCS +72% after launch of Bitcoin trading platform [View news story]
    would you like a side of tulips with your Bitcoins sir?
    Dec 27, 2013. 01:56 PM | 2 Likes Like |Link to Comment
  • The "fully invested bear" [View news story]
    Looking forward to watching the January effect. Not an entirely accurate indicator, but was dead-on for 2013. Reference: Stock Trader's Almanac. Shoulda went all-in at the start of '13.
    2014 is a different matter. Taper has begun and we have a new fed chair...person. Those going all in at this point with dreams of DOW 36,000 are taking a risk. (that's only a double and some away)
    The stock market seems to be like that roller coaster that ratchets up real slow like til you get to the top and then.... wooooooosh! Look out below...
    Dec 23, 2013. 02:14 PM | Likes Like |Link to Comment
  • Insiders Are Buying Digital Realty Trust [View article]
    I stand corrected - thanks Q.
    Nov 20, 2013. 11:34 AM | Likes Like |Link to Comment
  • Insiders Are Buying Digital Realty Trust [View article]
    insiders buying
    share buybacks coming
    potential div. increase
    and 25% float sold short
    things could get interesting...
    Nov 19, 2013. 06:13 PM | 1 Like Like |Link to Comment
  • Wells lowers PT on EZCORP [View news story]
    Better late than never. Good job Wells :)
    I'd lowever my PT too after that drop.
    Put some money on that pony now.
    Long EZPW
    Nov 14, 2013. 03:03 PM | Likes Like |Link to Comment