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joyjox007

joyjox007
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  • Deep Value Play Of The Year: Helmerich & Payne [View article]
    Sold it today @ 27% gain in 3 weeks. Could not resist the temptation of quick gain and staying on cash. Will wait for a few months on sideline to see how energy sector unfolds. Regardless, I really like this company.
    Feb 17, 2015. 08:00 PM | Likes Like |Link to Comment
  • Deep Value Play Of The Year: Helmerich & Payne [View article]
    Brad, thanks for the article. I bought it today. I love the fact that they don't have debt. Will buy more if it goes down.
    Jan 29, 2015. 08:21 PM | 2 Likes Like |Link to Comment
  • Fairway Group: Part 1 Of My Top 5 For 2015 [View article]
    FWM has huge debt. Why do you ignore interest payment? EBITDA is a good metric but should not be taken blindly.
    Jan 18, 2015. 09:55 PM | Likes Like |Link to Comment
  • Approach Resources: More Upside After 2015 Guidance [View article]
    Thanks for your article. I love everything about this company. Bought it today.
    Dec 29, 2014. 11:32 PM | Likes Like |Link to Comment
  • Is Westport Innovations Ready To Be Short-Squeezed? [View article]
    A garbage is a garbage. Just because stock price came down from ~$18 to $3.5 in 6 months does not make it gem. It was mistake at my part to own this crap.

    It is a continuously money losing business with no hope in near future due to lower oil price. If it is such a promising business then why is it losing money and why are they laying off people? At $244 million market cap it is still over valued with respect to many financial metrics.

    WPRT is much less viable now than it was 6 months ago.
    Dec 29, 2014. 11:04 PM | 1 Like Like |Link to Comment
  • Is Westport Innovations Ready To Be Short-Squeezed? [View article]
    WPRT is not shorted enough to see a short squeeze. Out of 62 million outstanding only 9.7 million is shorted. BTW, this level of short interest is consistent since last 12 months. In fact the short interest has slowly fallen down from ~12.5 mm to 9.7 mm.

    http://bit.ly/1pimWDS

    If WPRT did not make sense at $100+/barrel oil there is no way it would survive at $55.00/barrel oil.

    I sold my all my position at big loss and I am out of it forever. There are far better companies out there than this crap. More than that, WPRT management is completely incompetent.

    Good luck with your love affair.
    Dec 29, 2014. 10:52 PM | 2 Likes Like |Link to Comment
  • 15 Insane (But True) Reasons The Herbalife Fraud Should Be Shut Down Today [View article]
    http://abcn.ws/1znT1PW
    Dec 26, 2014. 11:44 PM | Likes Like |Link to Comment
  • Walter Energy - A Massively Leveraged Option On A Recovery On Met Coal Prices [View article]
    Hi Dante, thanks.. I have been buying too. I don't mind diverting some of my profit from JCP to WLT :). All thanks to you. Hope we are right this time again.
    Sep 25, 2014. 07:19 PM | Likes Like |Link to Comment
  • Walter Energy - A Massively Leveraged Option On A Recovery On Met Coal Prices [View article]
    Dante, what is possibility of bankruptcy? Can't they survive for another 2 years? Falling stock price says otherwise. Do you suggest buying more to average out or wait and watch?
    Sep 24, 2014. 06:04 PM | Likes Like |Link to Comment
  • J.C. Penney: A Model For Valuing Store Closures [View article]
    Whatever they do.. stock price is going up. Hopefully it will keep going up in the near term. I am long and enjoying my gains.
    Aug 29, 2014. 08:33 PM | 3 Likes Like |Link to Comment
  • J.C. Penney: A Look At Q2 2014 Earnings Expectations [View article]
    EA,
    Thanks for the article. I appreciate the fact the you published it before the result. You were right on almost everything except gross margin which is significant.

    As per your suggestion do you expect it to be ~14 in the short term? I sold 2/3 of my position last month at 30% gain. I wish I would have kept it but no worries as long as I am positive. I have to decide what to do with the rest 1/3rd position. Most likely I will keep it unless I find something else really cheap.
    Aug 14, 2014. 06:49 PM | 1 Like Like |Link to Comment
  • Walter Energy - A Massively Leveraged Option On A Recovery On Met Coal Prices [View article]
    WLT is up more than 30% in the last 3 weeks. Short interest was 36.5 million shares (55.4% of float) at the end of May. I think short squeeze should start soon.
    Jun 23, 2014. 10:45 PM | Likes Like |Link to Comment
  • Walter Energy - A Massively Leveraged Option On A Recovery On Met Coal Prices [View article]
    Dante, Glad to hear from you on WLT. After JCP I recently went long WLT. I think met coal has better chance of recovery. I see a new wave of spending on infrastructure..
    May 31, 2014. 12:01 AM | 1 Like Like |Link to Comment
  • Countdown At J.C. Penney, An Opportunity For Speculators [View article]
    Wow, non of the prediction of this author went right. JCP is up ~20% AH. Have a good sleep.
    May 15, 2014. 07:11 PM | 2 Likes Like |Link to Comment
  • J.C. Penney: Sometimes The Market Gives You A Gift To Buy [View article]
    Dante, Congrats and thanks... Salute to you and your analysis. Really good performance by JCP. Only thing I can say is "Wow". I am surprised that it is only up by ~20% AH. Do you think it will hit mid teens in a month or so? Looking forward to your next article.


    I am thinking of selling a small portion of JCP if it hits $10.50 tomorrow. Let me know your thoughts. My portfolio is highly weighted towards JCP and it scares me sometimes.
    May 15, 2014. 06:26 PM | Likes Like |Link to Comment
COMMENTS STATS
105 Comments
63 Likes