Seeking Alpha

Mktneutralhedger

Mktneutralhedger
Send Message
View as an RSS Feed
View Mktneutralhedger's Comments BY TICKER:
Latest  |  Highest rated
  • Market Vectors Vietnam ETF: Vietnam Looks Like A Must Have For Your Portfolio [View article]
    Past performance doesn't guarantee future returns but it rings a bell....
    Apr 21, 2015. 01:54 PM | Likes Like |Link to Comment
  • California PUC chief against Comcast-TWC [View news story]
    TWC still trading @ a decent discount:cone of the rare long opportunities in this market. Considering that TWC is cheap/interesting per se so it would become immediately a prey for another strategic buyer if the merger with Comcast is not completed.
    Apr 13, 2015. 05:18 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources Preferred: A 10% Return [View article]
    CLF 4.8% 2020 @46.60 yields 22%. Wonder how much could it be the recovery rate.
    Apr 13, 2015. 04:22 PM | Likes Like |Link to Comment
  • 4 More Reasons To Short Shake Shack [View article]
    You are completely right and that's why I am not shorting yet. Our opinions do not matter. They matter only when the trend starts liking them. New highs today by the way.
    Apr 13, 2015. 12:57 PM | 2 Likes Like |Link to Comment
  • Panera Bread: Is There Any Upside Potential? [View article]
    If we look at SHAK everything has lots of potential....just kidding I do share your view. It seems fully priced but in this market sky is the limit!
    Apr 9, 2015. 11:31 AM | Likes Like |Link to Comment
  • 4 More Reasons To Short Shake Shack [View article]
    This market is total madness. The Central Bankers put it on an upward path and now it is impossible to say when the bubble will burst. SHAK above $50 makes no sense...their market cap should be cut in half.
    Apr 9, 2015. 10:03 AM | 3 Likes Like |Link to Comment
  • Crude Oil: The Fundamental Bottom Is In [View article]
    Wondering if a long gasoline is a better trade than a long WTI....
    Apr 3, 2015. 05:41 PM | Likes Like |Link to Comment
  • Risk Arbitrage On The Time Warner Cable And Comcast Deal [View article]
    I am in, but I've changed my view. I like TWC per se at current prices. I think in any case the stock is worth north of $170.
    Apr 1, 2015. 06:14 PM | Likes Like |Link to Comment
  • Peabody Energy Earns Neutral Rating With The Coal Market Remaining Weak [View article]
    Financial muscle to survive? Their bond 6.5% due 2020 @59 is yielding 18.80% so the market seems to think otherwise.
    Apr 1, 2015. 11:06 AM | Likes Like |Link to Comment
  • Amaya Gaming Group: A Transformed Company With A Large And Sustainable Moat [View article]
    Waiting for support at CAD28.00 to step in. Extremely cheap if things go in a certain way. Possible double.
    Apr 1, 2015. 08:46 AM | 1 Like Like |Link to Comment
  • Tracking Contango In The VIX Futures Market Is Essential To Effectively Using The VIX ETFs [View article]
    Good for you. Anyway if you take position in options there are greeks to understand.
    Mar 25, 2015. 11:58 AM | Likes Like |Link to Comment
  • Zoe's Kitchen: Cheap For A Reason [View article]
    In 3 months the stock and the overall market might be anywhere!
    Mar 23, 2015. 06:12 AM | 1 Like Like |Link to Comment
  • With Tiffany's Stock Already Tarnished, Could An Earnings Beat Restore Its Shine? [View article]
    All the market is way overvalued and this stock is no exception. Maybe in the $60s it might be reconsidered.
    Mar 20, 2015. 03:40 PM | Likes Like |Link to Comment
  • Zoe's Kitchen: Cheap For A Reason [View article]
    It doesn't look particularly cheap to me....
    Mar 20, 2015. 03:38 PM | Likes Like |Link to Comment
  • Market Vectors Vietnam ETF: Vietnam Looks Like A Must Have For Your Portfolio [View article]
    As I said before, active funds (closed-end or offshore) are the way to invest in Vietnam. Unless a powerful rally unfolds lifting all boats....
    Mar 18, 2015. 04:05 PM | Likes Like |Link to Comment
COMMENTS STATS
1,207 Comments
499 Likes