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Dampflok

Dampflok
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  • Ramey Rebuttal: Herbalife Is A Culprit Just Like Vemma [View article]
    mec2u, this is the most ridiculous circular argument I have read for a while. Do the motives matter at all when you point out face book facts to the regulators? So people now have to be scared to report breach of regulations since they can be prosecuted? Suggest to read the whistle blower act before you call that a dirty trick.
    Aug 28, 2015. 11:38 AM | 2 Likes Like |Link to Comment
  • Ramey Rebuttal: Herbalife Is A Culprit Just Like Vemma [View article]
    Vemma was under investigation in several European countries, Germany, Austria, I believe, together with investigative reporting on television. This might have helped for the FTC to come to a decisive conclusion on this fraud.
    Aug 28, 2015. 08:18 AM | 3 Likes Like |Link to Comment
  • Ramey Rebuttal: Herbalife Is A Culprit Just Like Vemma [View article]
    They bought ex-politicians, ex-regulators, ex-sport stars, who says they can't afford an analyst or three?
    Aug 28, 2015. 08:10 AM | 4 Likes Like |Link to Comment
  • Herbalife Vs. Nu Skin: Financials Explain What's To Come [View article]
    did you look at HLF's negative capital position at all?
    Aug 27, 2015. 02:45 PM | Likes Like |Link to Comment
  • Has Apple Found The Holy Grail Of Electric Vehicles? [View article]
    chfp, agree with your reasoning on the energy source for fuel cells, but do you really think one can pump Apple stock?
    Aug 25, 2015. 11:42 AM | 3 Likes Like |Link to Comment
  • Adding Downside Protection To Tesla [View article]
    David, agreed, the puts will nicely outperform the calls, but in order to cash in you have to unwind the hedge before maturity. Old rule, never hold option to maturity unless deep in the money.
    Aug 23, 2015. 08:37 AM | Likes Like |Link to Comment
  • The FTC And Herbalife: An Alternative View [View article]
    If they are closed down, they do not need access to the capital markets, they will be in liquidation, trying to sell worthless assets. There already is no capital position to return too share holders.
    Aug 22, 2015. 10:54 AM | Likes Like |Link to Comment
  • Adding Downside Protection To Tesla [View article]
    doubleE, never heard of the term "cash positive" sale. As opposed to giving the cars away? The point is they are losing money on every car and who knows if the X can change that.
    Aug 22, 2015. 09:10 AM | 5 Likes Like |Link to Comment
  • Adding Downside Protection To Tesla [View article]
    GordonR, your 800% any day profit are only there if you actually take them!
    Aug 22, 2015. 09:03 AM | 6 Likes Like |Link to Comment
  • Adding Downside Protection To Tesla [View article]
    David, your 11.6% covers a top of 285, a bottom of 225 at a market price at the time of 255. This means if your put protection comes into play you already lost $ 30k on your position versus a net credit of $900. I know selling calls does not protect the downside, but if you must be long, at least it gives you income and improves your costs ($19k at the 285 strike as per your own example).
    Aug 22, 2015. 09:01 AM | 3 Likes Like |Link to Comment
  • Adding Downside Protection To Tesla [View article]
    David, even 10% of accounts receivable made no sense to me when reading Anton's piece; receivables are billed but not yet paid items at the point of the preparation of the balance sheet. Is Mercedes a slow payer? 2.7% of revenue makes more sense.
    Aug 21, 2015. 08:10 PM | 2 Likes Like |Link to Comment
  • Adding Downside Protection To Tesla [View article]
    Valuation guy, agree with you, and refreshing that in spite of your views you do not have a hate-relationship with TSLA!
    Aug 21, 2015. 08:06 PM | 4 Likes Like |Link to Comment
  • Adding Downside Protection To Tesla [View article]
    What is easily forgotten in a zero cost collar that the long investor still suffers the stock decline up to the lower strike price. Btw. hedging aa price move of 11.6% either way with TSLA's volatility until March 2016 is ridiculous. Sell short dated calls for the income and be happy if you are relieved of your stock.
    Aug 21, 2015. 08:02 PM | 9 Likes Like |Link to Comment
  • Tesla: You Are Funding Elon Musk's Iron Man Lifestyle [View article]
    Michael, it is not a question how many of his shares are pledged as collateral, it is a question if he can safely meet margin calls.
    Aug 19, 2015. 02:41 PM | 2 Likes Like |Link to Comment
  • 3 Recent Negative Events Warrant Investor Scrutiny Of Herbalife [View article]
    tth2999, you are very versed in turning every argument upside down. I originally only answered to your statement that compliance, or parts of it, is part of accounting. Keep wiggeling. Being pedantic is important when dealing with facts.
    Aug 19, 2015. 11:58 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
999 Comments
2,126 Likes