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joyjox007

joyjox007
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  • 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 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 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 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 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 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 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 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 06:26 PM | Likes Like |Link to Comment
  • J.C. Penney: Will History Repeat Itself? [View article]
    EA, thanks for explaining this to me. I realize that I have to learn a lot.
    May 13 06:13 PM | Likes Like |Link to Comment
  • J.C. Penney: Will History Repeat Itself? [View article]
    EA,
    Once again a good analysis. If everything compares so well with Q1-2011, why the current stock price is much lower than ~$35 (Q1-2011). I wish you have written this article in context of stock price and given your projection for the stock price as well.

    What should be the short term price target based on 2-3% revenue growth? This is the parameter that every investor is interested in, as where will it go in the near term? Everyone is anxiously waiting for the Q1 result. Based on the analysis you could easily argue that JCP was a short candidate at $35. Having a similar conditions and potential to improve or beat the estimate in Q1-2014, does current price of $9 makes it a short candidate as much as it was in Q1-2011 when the price was ~$35??

    BTW, I am long JCP with average price of $7.22. I sold a small portion today @ $9.24. I remember your suggested that $9+ can tilt the risk/reward on the other side. I am trying to be conservative and making money along the way. If Q1 meets or beats the estimate it can quickly go past $10. Looking at upbeat retail environment, it is less likely that the result would be a disaster. If the stock is hammered again and goes below $7, I will buy more (well depending on how Q1 would go what is the outlook management provide during the Q1 call).
    May 12 09:07 PM | Likes Like |Link to Comment
  • General Electric: You Ain't Seen Nothing Yet [View article]
    Amazing.. author wrote bearish article on GE 4 days ago.

    http://seekingalpha.co...
    Apr 20 11:49 PM | 3 Likes Like |Link to Comment
  • J.C. Penney: Sometimes The Market Gives You A Gift To Buy [View article]
    I bought more today @ 7.19. Hope it turn out to be a gift. If it goes below 7, I will buy more.
    Apr 15 08:04 PM | Likes Like |Link to Comment
  • J.C. Penney: Sometimes The Market Gives You A Gift To Buy [View article]
    We completely switched from Kohl's to JCP and happy with the decision.
    Apr 15 07:46 PM | 4 Likes Like |Link to Comment
  • J.C. Penney: The Illusion Of Cheapness [View article]
    I bought more today. Will see how it plays.
    Apr 15 07:25 PM | Likes Like |Link to Comment
  • J.C. Penney: The Illusion Of Cheapness [View article]
    Another upgrade.

    http://on.barrons.com/...

    I know many will say they don't care or analysis is biased. My point is that sentiment and response has been positive recently. BTW, JCP is down 3.4% today.
    Apr 10 07:28 PM | 1 Like Like |Link to Comment
COMMENTS STATS
98 Comments
58 Likes