George Chadwick's Comments

Weatherford International: Is This The 'End Of The Noise'?

Sat, 04 May 2013 08:25:06 -0400

WFT came up on one of my scanners (33 mil in vol vs. 5-10 mil av), and then to my surprise Investor's Edge mentioned it (Stitcher Radio app) - along with the usu. diet of high priced stocks like GWW in the 200's.

Buy Millennial Media Prior To Q4 Earnings

Fri, 15 Feb 2013 11:46:52 -0500

Thanks, good article! Here's my trading log for this morning (part of it anyway) which makes terse mention of MM:

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How To Profit With James River Coal Company

Thu, 14 Feb 2013 11:50:20 -0500

Alpha Natural Resources (NYSE: ANR) , Arch Coal (NYSE: ACI) , and James River Coal (NASDAQ: JRCC) are all trading for less than half their tangible book value. (Source: Fool.com)

I know SA is a fundamentals webite, but if it were not so, you could see a large wedge pattern by drawing a trend line from the July & Nov lows, and the Oct & Jan highs. Today was an upside breakout of that wedge. (See: Finviz.com)

How To Profit With James River Coal Company

Thu, 14 Feb 2013 11:35:20 -0500

Remember, this is a fundamentals only website. Technicals are not allowed, and they will not be tolerated! :)

Research In Motion - The Future Isn't In BB10, It's In Mobile Payment

Tue, 22 Jan 2013 07:42:00 -0500

Thanks. Sort of like a "cigar butt" that might have at least one puff left in it! I'm not a techie per se, but I'm certainly an avid follower of certain tech trends as time permits. And I'm eagerly anticipating the outcome of BB10, and the implications you bring up are very intriguing. Thanks again for the article....really seems to be out of the box thinking. Keep up the good work.

Research In Motion - The Future Isn't In BB10, It's In Mobile Payment

Fri, 18 Jan 2013 10:05:34 -0500

Great point!

Research In Motion - The Future Isn't In BB10, It's In Mobile Payment

Fri, 18 Jan 2013 09:22:20 -0500

Thanks for your contribution, and welcome to the contributor community!

Wilson, as a "value" and "margin of safety" guy, I'm confused as to why you were even looking at this company.

In my "instablog" post introduction in December 2012 (here at SeekingAlpha) I used RIMM as the PERFECT example of how the big money is often all about Trend Following and not fundamentals. I had done an in-depth interview with Michael Covel in that article (blog post), who is the Trend Following/Turtle Trader guru.

My prop trader (wife) has been trading this from the 9.00 area, and we did very well. We are scaling out of some premarket at the 16.00 area (hey, we're human!)

DeVry: Appealing Valuation In The For Profit Education Services Industry

Thu, 27 Sep 2012 15:42:20 -0400

Nice work on this article.

I think it would surprise many people to know that DeVry has Medical Schools (to train MD's) and many innovative nursing schools to help address the nursing shortage (to your point of a diversified set of programs).

Deckers Outdoor - Time To 'Deck' And Cover

Wed, 26 Sep 2012 16:36:55 -0400

Okay, thanks. That's a big chunk of their business.

Deckers Outdoor - Time To 'Deck' And Cover

Wed, 26 Sep 2012 16:36:05 -0400

Okay, thanks. That's a good chunk of their business.

Deckers' Fall Continues

Wed, 26 Sep 2012 11:57:55 -0400

I liked your breakdown of the "Fab Five" - very clever. I am seeing signs of short covering as we speak. First day inside the 2 standard deviation Bollinger band since the recent 30% drop.

Deckers Outdoor - Time To 'Deck' And Cover

Wed, 26 Sep 2012 11:35:57 -0400

Even for a low float stock (37 mil), 30% short is quite high. Average analyst target of 59 is also (stubbornly?) high. Today we are seeing some buying (back inside the Bollinger band). Anyone know the percentage of sales Ugg boots account for? I seem to remember 40%.

United Natural Foods (UNFI): FQ4 EPS of $0.51 in-line. Revenue of $1.34B (+16% Y/Y) in-line. (PR)

Wed, 12 Sep 2012 15:05:07 -0400

Nice 5 point bounce after they dumped it for no apparent reason (earnings and revenue were in line).

VeriFone (PAY): FQ3 EPS of $0.75 beats by $0.05. Revenue of $493M (+56% Y/Y) misses by $5M. Shares -13.8% AH. (PR)

Wed, 05 Sep 2012 16:22:54 -0400

$PAY PAY picked up some shares around 30.00

VeriFone (PAY): FQ3 EPS of $0.75 beats by $0.05. Revenue of $493M (+56% Y/Y) misses by $5M. Shares -13.8% AH. (PR)

Wed, 05 Sep 2012 16:13:38 -0400

$PAY PAY Selling probably way overdone, look to buy tomorrow.

Guess (GES): Q2 EPS of $0.49 misses by $0.01. Revenue of $635M (-6% Y/Y) beats by $5M. Shares -12.7% AH. (PR)

Wed, 22 Aug 2012 22:08:31 -0400

Probably overdone. Will put on watch list for a possible bounce on Thursday's open.

Premarket gainers: BTH +23%. VQ +17%. EA +10%. SINA +8%. CSTR +8%. OCZ +8%. CSCO +7%. SQNM +6%. PETM +6%. Losers: IDIX -39%. MCP -8%. NTES -8%. A -7%. DLTR -6%.

Thu, 16 Aug 2012 11:19:57 -0400

Did a Sept 55/60 Bull call vertical spread this morning.

Time For Investors To Take Back Our Streets. Here's How

Thu, 16 Aug 2012 09:26:39 -0400

You state or seem to imply that volatility is high, but the VIX went from over 40 last year to below 15 this summer. It is interesting that we seem to be climbing a mostly Eurozone-induced wall-of-worry, and yet the fear index is so low. Any feedback?

I have been doing vertical spreads mostly on $100+ stocks like CRM and CF and GOOG, with nice gains the last couple of weeks despite the low VIX. It's tough trying to "beat the system" these days.

(I would highly recommend http://bit.ly/sxQYag to learn about and practice vertical spreads, etc.)

Time For Investors To Take Back Our Streets. Here's How

Thu, 16 Aug 2012 09:21:31 -0400

Did your company allow indexing? I take it you're not a "Bogle-head".

Deere (DE): FQ3 EPS of $1.98 misses by $0.33. Revenue of $9.59B (+15% Y/Y) in-line. (PR)

Wed, 15 Aug 2012 11:21:51 -0400

Selling overdone, might be good for a bounce intraday

Shares of Dun & Bradstreet (DNB +15.7%) soar after reports filter in tipping off that the company approached a group of banks to explore selling itself.

Tue, 31 Jul 2012 15:01:20 -0400

Nice 10 point pop. Halted also in the middle of the rumor pop.

Intuitive Surgical (ISRG): Q2 EPS of $3.75 beats by $0.19. Revenue of $537M (+26% Y/Y) beats by $14M. (PR)

Thu, 19 Jul 2012 16:21:30 -0400

Nice numbers, but they spike it up, then dump it ahead of the conf. call at 4:30 ET

Netflix's New Cloud System Will Catapult Stock Higher

Fri, 20 Apr 2012 13:57:34 -0400

It would have been helpful to spell out the actual price ranges (gyrations) the stock went thru last year: over 300 down to almost 60.

How To Sell At The Top (And Buy At The Bottom)

Wed, 28 Mar 2012 11:52:09 -0400

Interestingly, I have the value on $URBN & $DNKN pegged at around $15 which is at a 50% discount to the current market price on both those names. Your shorts may work out quite nicely!

I like your dollar cost averaging approach. Good article.

Thursday Options Brief: CAT, KKD & JBLU

Fri, 23 Mar 2012 13:35:54 -0400

Nice intraday reversal in $CAT today good for 2 points already; in bull market use bad news bears to buy.

6 Fumbles You May Want To Pick Up

Mon, 16 Jan 2012 22:42:27 -0500

Correction to above comment: [LULU] then appreciated almost 40% (not 50%) in about 3 weeks!

6 Fumbles You May Want To Pick Up

Mon, 16 Jan 2012 22:13:44 -0500

Perhaps you put out an article on this previously, but LULU gave investors three (3) chances to enter in the low 40's during the last quarter (drastically underperforming the broader indexes, but way outperforming in previous quarters - similar to your thesis above). It then appreciated 50% in about 3 weeks! The corrections were, I believe, mostly caused by the perception of news as being "bad" pertaining to inventory levels and so forth.

Anyway, thanks for the article, I like the way you think. The fast correction last week in QCOR based on an article that was GOING to come out was a real head-scratcher. I have been following and trading this one since it was around $7.00. I really like the numbers on ZOLL also (another medical stock). I've been a medical professional since the 1986, so I'm normally very skeptical of medical stocks, but QCOR and ZOLL certainly captured my attention.

Buy Deckers As Growth And Profits Soar

Thu, 15 Dec 2011 16:15:00 -0500

Here's the pullback (comment above)!

The last rally-back formed a H&S unfortunately.

It is however near the lower median line channel, see chart posted: http://chart.ly/jjx796b

Zoll Medical (ZOLL +11.7%) announces that CMS coverage for its LifeVest Wearable Defribrillator was reaffirmed after it received positive support across the cardiology-focused community. Shares will actively trade again at 11:00 AM EST after being halted.

Thu, 15 Dec 2011 10:52:44 -0500

Had plenty of time to get in...nice volume surge on that breakout, and the fundies remind me of DECK about 3 years ago, and CF 18 months ago (it went from 80 to 190!)

5 Stocks Cramer Suggests That You Buy On A Pullback

Wed, 23 Nov 2011 13:39:33 -0500

ESRX having big buy volume coming in, perhaps as a result of your article!