dharma_bear

dharma_bear
Send Message
View as an RSS Feed
  • 30% Arbitrage Opportunity In Vanguard Natural Resources  [View article]
    Locate is grammatically correct. It's shorthand for "locate shares of stock to borrow"
    Feb 1, 2016. 03:28 PM | Likes Like |Link to Comment
  • Q3 Results And Outlook For Vanguard Natural Resources - Bonds Remain The Best Choice  [View article]
    Yup. Just a bit more than 2 years' interest payments
    Jan 30, 2016. 09:25 PM | Likes Like |Link to Comment
  • Something Is Wrong With The U.S. Stock Market  [View article]
    Agree, Pompano. I have personally verified that this assertion by article author is false: "Oil prices are negative for equity prices". He may be confusing cause and effect since recessions reduce demand and thereby also cause lower prices.
    Jan 30, 2016. 01:25 AM | Likes Like |Link to Comment
  • Something Is Wrong With The U.S. Stock Market  [View article]
    What does this have to do with the author of this piece and his recommendations?
    Jan 30, 2016. 01:18 AM | Likes Like |Link to Comment
  • Contango And Backwardation Strategy For VIX ETFs  [View article]
    Thanks for posting the correct information. I have at times noticed IB not having VXX to short.
    Jan 17, 2016. 12:00 PM | Likes Like |Link to Comment
  • Using Percentiles To Outperform The Market With Volatility  [View article]
    A summary article would be great. Meanwhile, just a few links to the key articles among those you have already written would help those of us who are unfamiliar with your work get acquainted.
    Jan 12, 2016. 12:19 AM | Likes Like |Link to Comment
  • Using Percentiles To Outperform The Market With Volatility  [View article]
    Agree. Is very general so far. Waiting for a suitably high odds setup is fundamental to us as traders.
    Jan 8, 2016. 04:24 PM | Likes Like |Link to Comment
  • Lombard Turns In Solid Q2; 107% Revenue Growth, Big Gross Margin, OpEx Falls  [View article]
    So far down now anything other than a disaster on tomorrow's earnings will be a relief.
    Jan 5, 2016. 02:44 PM | Likes Like |Link to Comment
  • Update: Aerosurf P2A Readout Shows Mixed Results, But Investment Case Remains  [View article]
    On sale now due to EOY tax sellling.
    Dec 30, 2015. 01:49 PM | 2 Likes Like |Link to Comment
  • Payment Data Systems: An Undervalued Growth Stock With Three Potential Catalysts In The Near Future  [View article]
    The current ratio is skewed because of the large customer deposits of $48.4mm showing up on both sides of the balance sheet. If you net this out the real current ratio is more like 3.4 as of 2015-09-30.
    Dec 28, 2015. 05:22 PM | Likes Like |Link to Comment
  • Payment Data Systems: An Undervalued Growth Stock With Three Potential Catalysts In The Near Future  [View article]
    Consider a different broker. IMHO they have no business doing this to an exchange traded stock. Never had this problem with Interactive or TradeStation. Not with Amertrade either personally, although I have occasionally heard from others they do this.
    Dec 28, 2015. 05:13 PM | Likes Like |Link to Comment
  • Tracking A Good Deal In Tech: MiX Telematics Is A Rare Blend Of High-Quality At An Attractive Price  [View article]
    That seems to be the problem. Since March 2014 cash and shareholder's equity both increased ~12%, and sales ~15%, in *Rand*. During that time the Rand lost 30% against the dollar, so as measured in USD, sales and equity are shrinking. Over that period MIXT has lost 60%, so one could argue the selling has been overdone. The market is under no obligation to agree, though.
    Dec 25, 2015. 12:34 PM | Likes Like |Link to Comment
  • Genworth Continues To Be Irrationally Priced For Bankruptcy  [View article]
    Very wise especially considering the road to Alz treatments has been littered with nothing but failure so far.
    Dec 24, 2015. 08:05 PM | Likes Like |Link to Comment
  • Digital Turbine adjusts guidance due to later launches  [View news story]
    Looks like you are right. Increasing revs does no good when there is ~0 gross margin, and it looks like they are about to run out of cash.
    Dec 24, 2015. 06:50 PM | Likes Like |Link to Comment
  • Sunshine Heart: Ironically, A Cash Crisis May Result In Better Outcomes For Shareholders  [View article]
    I suppose one way to deal with the financing dilemma that Robert has articulated would be for a big pharma to issue a contingent value right to existing shareholders upon acquisition. That way shareholders do get to share in the eventual big win if it materializes.
    Dec 24, 2015. 10:24 AM | 1 Like Like |Link to Comment
COMMENTS STATS
376 Comments
246 Likes