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dsr70

dsr70
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  • Update: MusclePharm Insider Buying Reinforces Thesis [View article]
    I've wondered about that Paulo. Given a large enough equity position, wouldn't it behoove someone to buy a ton of product and just dump it? 2 million shares, up $10/sh would be $20M, while you buy and dump $10M worth of product to boost sales.

    Could that ever make sense?
    Aug 19 01:17 PM | Likes Like |Link to Comment
  • Whiting USA Trust Is Comically Overvalued And Should Get Cut In Half [View article]
    This incredibly happens often enough in these resource trusts. I was following GNI closely for this a while back and it indeed fell off the cliff.

    What about playing this with options? Like selling the March 20, 2015 $1 calls for $1.15 bid. The $1 puts are 70c ask currently. The March 31 termination date does leave some room for the share price to remain screwy and create a loss on this. You'd think at least the options market is smarter than to allow irrational pricing to continue so long, but here it sits.
    Aug 19 10:50 AM | Likes Like |Link to Comment
  • Update: MusclePharm Insider Buying Reinforces Thesis [View article]
    Just bought the chocolate and peanut butter flavored Combat protein powder tub at Costco. Good God, TERRIBLE. The cookies and cream was great, but geeze, this is gag flavored.

    Ruins a bit of the long thesis for me. Sorry to say. Now I have $40 bucks worth of this stuff on top of my shares.
    Aug 19 10:30 AM | Likes Like |Link to Comment
  • BHP Billiton announces demerger [View news story]
    No idea if this is a good idea or not. But it's interesting that Kinder Morgan decides to merge all affiliate businesses while BHP does the opposite. It all seems like management make-work to look busy and forward thinking.
    Aug 19 04:16 AM | 1 Like Like |Link to Comment
  • TheĀ Italian Runaway Train [View article]
    @alpine, those are fair suggestions if the goal is simply to prop up economic activity. But as as Tesla comments, Italy will no longer be Italy.

    Boils down to the "Death of the West" phenomenon. The West is dying because we don't reproduce. Younger couples would rather go to dinner than raise kids. Simple enough, tragically.

    Many reasons for it, and they'd come across as political.
    Aug 18 11:31 AM | 7 Likes Like |Link to Comment
  • Occidental Petroleum: A Smooth Operator With Slow-Moving Alpha Speeding Up [View article]
    On Thursday there was a 50,000 contract Jan15 110-120 vertical call spread played on OXY, for about $5.8 million, with a $45 million upside value. WOW. Rarely do we see a play that big.
    Aug 15 10:06 PM | Likes Like |Link to Comment
  • Analysis Of Oral Argument In Vringo Vs. Google Patent Infringement Appeal [View article]
    Interested in the comments from both sides following the appeals court ruling today, 8/15.

    I have no stake but am following the twists and turns.
    Aug 15 02:10 PM | 1 Like Like |Link to Comment
  • Patent stocks drop following Vringo ruling [View news story]
    Holy momma. VRNG off 70% as I write this. Mark Cuban must be happy.
    Aug 15 02:02 PM | 1 Like Like |Link to Comment
  • MusclePharm Is Clearly On Track, Has Massive Potential [View article]
    Didn't know these transactions were filed daily. Thought they were quarterly, a la fund composition. Thx.
    Aug 15 01:47 PM | Likes Like |Link to Comment
  • MusclePharm Is Clearly On Track, Has Massive Potential [View article]
    Where'd you get such data so fast?
    Aug 15 11:44 AM | Likes Like |Link to Comment
  • Petrobras-linked money laundering probe spreads to banks [View news story]
    @thotdoc, completely off topic, but I checked your website on a whim and looked at your strategy chart. Unbelievably accurate assessment of my mental makeup. Scary accurate.
    Aug 12 01:29 PM | Likes Like |Link to Comment
  • High Yield, Single Digit PE Dividend Stocks [View article]
    CNOOC is an interesting one and I've owned it for years. Very good revenue growth but stagnant earnings/declining margins. I don't have a full handle on why. Are they pursuing growth and infrastructure build-out at the expense of near term profits, or are they poorly run?
    Aug 12 10:21 AM | Likes Like |Link to Comment
  • MusclePharm Is Clearly On Track, Has Massive Potential [View article]
    Here's a dumb Q: the shares Manziel and Tiger are offered through warrants and/or outright, they come from where? New shares to dilute the common?
    Aug 11 01:26 PM | Likes Like |Link to Comment
  • MusclePharm Is Clearly On Track, Has Massive Potential [View article]
    @aedius, I don't know if you were asking me if I have spoken to Macosko or others. I have not. I simply toured the HQ unannounced. I am digging around for personal connections to Pyatt through contacts. So far nothing.

    But the fact that Pyatt has been hired as the head football coach at a major high school in the area just is flat out bizarre in my mind. I don't see how he can be a dad (inferred), CEO and chairman of a burgeoning company, and a coach. There's not enough time. Seems like he has to step down as CEO.

    What are your specific thoughts about Macosko?
    Aug 11 12:14 PM | Likes Like |Link to Comment
  • MusclePharm Is Clearly On Track, Has Massive Potential [View article]
    Yes, I read that story of FDX recently! Great seat of the pants business history. Amazing.
    Aug 11 09:45 AM | Likes Like |Link to Comment
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