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Dampflok

Dampflok
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  • It's A Wonderful Herbalife: An Honest Appraisal [View article]
    not if you have the cash to pay for it, which is usually the case. Buying back shares is in a way returning funds back to shareholders. This proposition becomes ridiculous, if you have to borrow the funds.
    Aug 21 05:52 PM | Likes Like |Link to Comment
  • It's A Wonderful Herbalife: An Honest Appraisal [View article]
    CorvetteKid, the market cap is not part of the balance sheet and has no bearing on the debt load.
    Aug 21 05:50 PM | Likes Like |Link to Comment
  • Is There Hope Of A Turnaround At Angie's List? [View article]
    Owen, why would anybody buy them out when their business model is broken? If you have one that works, you don't need them. And don't forget, there is negative shareholder's capital; Angie's shareholders are already wiped out, any buyer who pays anything for this stock would have to book a ton of good will.
    Aug 21 05:48 PM | Likes Like |Link to Comment
  • It's A Wonderful Herbalife: An Honest Appraisal [View article]
    Author, please explain: "Debt as share of total capital was under 10% before the Credit Crisis; today it is closer to 30%." in view of the negative capital position.
    Aug 20 04:08 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Seeker34567, the trading gods may spare us from your insights. Apart from the fact that you have no clue what the function of short selling is your reasoning is faulty and downright ridiculous. Ever heard of market liquidity or how options are hedged?
    Aug 19 06:27 PM | 4 Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    chfp, your comment and the twenty plus likes are a prime example hoe the quality of the discussion has gone downhill on SA. In the real world, where professional analyst are subject to supervision and regulatory requirements, it is usually not allowed to have a position in the stock you write about. Here on SA where analyst pieces do not follow regulatory guidelines and are at best opinions expressed at least a full disclosure is required. What annoys me that instead of taking issue with the information offered and the conclusions arrived at, the analyst is blamed for
    1. having no position, so he must be spineless without guts to follow his own advise,
    2. talking his own book because he is long,
    3. is one of those evil short sellers that pees into everybody's cornflakes.
    Can we all rise to a level where we only try to take issue with the actual facts and arguments in the context they are presented? I for my part like when an analyst has a position, and I have learned to discount that he might be talking his position or positioning his talk. If his opinion is contrary to mine, I like to understand the thought process for my own due diligence; listening to the rah- rah crowd gives me no benefit.
    Aug 19 06:21 PM | 7 Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    Curt, and you cannot fathom that even a dynamic growth company should not trade at multiples 10 years ahead of the best possible outcome.There is nothing more to be gained being long! Everything has an end, only the sausage has two.
    Aug 19 12:01 PM | 20 Likes Like |Link to Comment
  • Kandi +5.8% after announcing Shanghai EV deliveries [View news story]
    Thanks Rich, I for my part took profit today on my long position, will be able to get back in at some lower price I am sure. By the way, your percentages don't add up.
    Aug 18 02:02 PM | Likes Like |Link to Comment
  • Kandi +5.8% after announcing Shanghai EV deliveries [View news story]
    So a. 9.5% interest in 208 cars sold moves the stock by 6%? Unbelievable.
    Aug 18 12:59 PM | Likes Like |Link to Comment
  • Ackman's Gravitas Statistically Provable: Look Out Below [View article]
    4thetruth, please stay with the truth. You keep mentioning the July 22 loss, but conveniently forget rot mention that the market has given back all that day's gains in short order already.
    Aug 14 01:31 PM | 2 Likes Like |Link to Comment
  • A Different Case For Valuing Kandi [View article]
    Thanks David, agreed, the author can only be short or neutral, cannot trade against his conclusion. Myself, I am long KNDI, however I do not care for the opinions of the rah-rah boys, I want to read and evaluate myself every critical argument that I can find for my own due diligence.
    Aug 14 11:57 AM | 3 Likes Like |Link to Comment
  • A Different Case For Valuing Kandi [View article]
    It is always ridiculous to attack somebody for not having a position in the stock he writes about. Would you know that in the regulatory world it is strictly frowned upon if a registered analyst actually has a position in the stock of his analysis? At the same time SA writers are also constantly attacked for having a position following their opinion. Also ridiculous. As a reader you have to accept that a writer with a position either talks his position or positions his talk. In any case, one should always only deal with the actual arguments brought forward.
    In this case it is clear to me that the writer has arrived at a conclusion in respect of a KNDI valuation, however does not see a point to position against the believe-all fan boys which are clearly involved here.
    Aug 14 09:06 AM | 8 Likes Like |Link to Comment
  • Sierra Wireless: This Tech Stock Is Set To Scale New Heights [View article]
    Continue to be long but not missing much by regularly selling calls.
    Aug 12 07:36 PM | Likes Like |Link to Comment
  • Update: Nu Skin Earnings [View article]
    When you bang out 11 articles a day it is easy to miss the regulatory risk in NUS. "Stabilizing" is not the right way to describe what is happening in China. This stock has dropped from $140 for a reason.
    Aug 12 07:33 PM | 1 Like Like |Link to Comment
  • The Case For Valuing Kandi [View article]
    Author,
    "By all measures KNDI leads in the emerging EV market in China",
    that is your in my opinion totally unsubstantiated statement after having mentioned that KNDI now leases 2,000 cars? I am not surprised that your article is classified as "pump and dump" by some readers. I also don't think that the shelf registration by itself has necessarily quieted any SEC concerns.
    Aug 12 11:57 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
796 Comments
1,392 Likes