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clade@verizon.net

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  • J.C. Penney: The Bell Tolls For The Bears - Buy The Whole Capital Structure Up [View article]
    Dante,

    I consider you and EA to be awesome analysts, and both of your works on JCP over the past months were excellent.

    With that said, like you too I am a bull, and made sure to fortify my position when it dropped to sub $5. I'm holding onto JCP for a long time.

    Bulls make money, bears make money, pigs get slaughtered.
    Feb 27 02:05 PM | 2 Likes Like |Link to Comment
  • J.C.Penney: A Better Risk Reward At $8 Than $6 [View article]
    Dante,

    I'm long JCP, but like shortsqueezer, I really enjoy the comments on both sides of the camp from this one; bears have some great arguments and I've learned some good things examining their analysis over the past months.

    However, I like your analysis the best... not because it is a bull case, but simply because it is level headed and less sentimental.

    Bulls make money, bears make money, pigs get slaughtered.
    Dec 6 01:20 PM | 6 Likes Like |Link to Comment
  • Patience When Investing Gets You The Big Candy Bar [View article]
    Larry,

    I noticed in one of your comments you said "...holding cash is boring."

    IMO, in the stock market, boring is good. Great article, I'm sharing this. :-)
    Jan 16 10:06 AM | 1 Like Like |Link to Comment
  • The First 2 Years: Lessons Learned By A Neophyte Investor [View article]
    Great article. New investor here since October 2012. Hope to learn as much as you do in two years.
    Jan 3 05:21 PM | Likes Like |Link to Comment
  • Take-Two Interactive: A Chance To Play The Coming Consolidation Of The Video Games Industry? [View article]
    As a gamer, I completely agree with your article. I've personally been annoyed with CoD (Call of Duty) after 2007 (I've been playing them since 2002). However, all franchises discussed in this article from TTWO I love unconditionally; I'm chomping at the bit to play GTA5 and Bioshock: Infinite.

    I'm going to consider a position in this industry after reading this article. I'm not much for game stocks, but I wouldn't mind putting my money in excellent content that I believe is going to outperform all of it's peers this FY2013... thanks.
    Jan 2 02:00 AM | Likes Like |Link to Comment
  • In 2013 Yum Brands Will Shed $3 Billion In Market Capitalization [View article]
    Alex Cho, yet again, you have some of the best articles I've seen on seekingalpha.com.

    Thanks for nailing it one more time for us. I'm now a follower of you from this post forward.
    Dec 31 03:43 PM | 1 Like Like |Link to Comment
  • OCZ Technology Group: 200% Upside Potential In 2013 [View article]
    Ashraf,

    Great article. Thank you.

    I was hoping to wait and see their 2012 Q3 and Q4 financials before taking a gamble in this company. What would be your stance on this?
    Dec 3 12:04 PM | Likes Like |Link to Comment
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