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  • Bakken Update: Triangle Petroleum May Have 43% Upside In 2014 [View article]

    I am interested in a managed account who do I contact ? I have a small dormant IRA That I am interested in investing in US Energy.
    Apr 17 05:00 PM | Likes Like |Link to Comment
  • Goldcorp extends bid deadline for Osisko, will study Yamana proposal [View news story]
    perhaps not but the shares still are trading at a discount. If this was such a great offer the shares should be above $7.
    Apr 8 02:58 PM | Likes Like |Link to Comment
  • Is Apple Really Doomed? [View article]
    This may be the best response to all the critics of the Apple Brand Dominance. This company is far from done in my opinion, Thanks.
    Mar 24 10:43 AM | 6 Likes Like |Link to Comment
  • Are Pyramid Schemes Inherently Fraudulent? [View article]
    Good article and your legal analysis is spot on. HLF really has been maligned by Ackman and the short side. The success or failure rate is not much different than many full commission employment opportunities . The purchase of inventory may be a differential however HLF does in fact offer a return guarantee. If Ackman were to attack NUS at the same time and perhaps Avon his argument could have more credibility. This was a scheme as stated by the Who wants to be a Millionaire presentation. Talk about a solicitation filled with inaccurate statements and a fallacious P&L presentation this was an all time major blunder. Zero ? Zero ? Zero ? Thanks for all the fish boys.
    Mar 10 11:21 AM | 4 Likes Like |Link to Comment
  • Herbalife Throwing Money At Its Problems [View article]
    I believe he may have already hedged himself. So many ways to do it without going public with the information.
    Feb 28 12:12 PM | 3 Likes Like |Link to Comment
  • Herbalife Throwing Money At Its Problems [View article]
    Well said
    Feb 28 12:08 PM | 1 Like Like |Link to Comment
  • Herbalife Throwing Money At Its Problems [View article]
    The posting of Matt and Raven clearly define insanity. Even Ackman is more subdued . I guess if you have lost enough money and desperation clouds your every waking moment you lash out at the victorious as it just could not be that you the short investor has made a enormous error in judgement it is everyone else. Nevermore !! These guys are too funny.
    Feb 28 12:07 PM | 7 Likes Like |Link to Comment
  • Herbalife Throwing Money At Its Problems [View article]
    You are correct. The affordable Healthcare Act is far worse. The produt of HLF is just fine and they meet and exceed their user 's expectations. Big repeat model. It is just crazy how Ackman is conducting this business and he deserves the losses. I have grown my trading income by a factor of 8 times since investing here. I want to thank all of you naysayers for that. Keep it up. There seems to me that there is a nice rhythm to the success of HLF stock and your posts. I have been out for a little while as it is hard to predict the corruption
    Feb 28 12:02 PM | 6 Likes Like |Link to Comment
  • How Lululemon Quickly Went From A Growth Story To A Value One [View article]
    Value may not be the correct investing theme here but as a past successful investor in LULU I believe in the growth story and the opportunity to grow in North America as well as International market expansion. The test really is the new CEO and how fast he can assimilate the core attributes of LULU and integrate his experience to establish a next lift for the company. I know he works some weekends in a LA store near his home in Manhattan Beach and is immersing himself in the culture and understanding the unique customer base of the LULU customer. I believe there are barriers to entry that will be difficult for UA and NKE to attract the LULU customer who enjoys high quality , fashion and innovation that are resident in the LULU product line.

    Yes they had some growth pains but I can tell you that the customer believes that LULU management handled that dangerous situation very well. Wilson , the former Chairman is a bit of a thoughtless lout but the LULU Board moved quickly removing him from the sphere of influence in an orderly fashion which tells me that the Board is doing their job.

    The key is the continuation of great ,innovative products, design with a function and yet fashionable appeal. And the continuation of the strong local marketing plans that are in place currently. I believe the new CEO has proven he has the chops to integrate into this great company and drive it to new heights.

    I am not a current shareholder but I am considering a new position. My wife and two daughters are strong LULU fans and customers
    Feb 23 03:08 PM | Likes Like |Link to Comment
  • Lululemon Is Ditching The Downward Dog For A New Bull Position [View article]
    I actually love this company and give Wilson and Day high praise for their start up and initial grow out. The company was growing very well until the Luon fiasco . Wilson meddled too much near the end when he should have let Day run the company. Instead he became a detriment to the company by saying a lot of stupid thoughtless comments that disparaged the customers.

    The new team must find their sea legs. I believe they will and the company will ultimately run better and grow internationally much faster. I hope they keep their local marketing programs intact as I believe that these programs are the root supply of attraction and retention. I like them for the future but I expect a bumpy 4-6 month period as they lay their strategy on top of the core strategic plan. Great company.
    Feb 12 11:27 AM | 2 Likes Like |Link to Comment
  • Starbucks' CEO Discusses F1Q 2014 Results - Earnings Call Transcript [View article]
    The conference call was great. All segments are firing very well with respect to execution and growth. China which was not really discussed much adds so much growth that this company can easily double again in around 5-6 years on an organic basis. Given another new concept or category introduction it could in fact explode even faster. Great management , great execution and this is a world class brand for sure. Coke, McDonald's and Starbucks have so much international brand recognition that they have some insulation even in a tough retail year for others.
    Jan 24 11:10 AM | Likes Like |Link to Comment
  • The Life Insurance Industry Is Ripe For The Picking: Revisited [View article]
    Good article continue to invest in your convictions and get richer. I disagree on GNW though as mortgage demand will fuel upward until the 5% - 6% area as the economy will heat up in a big way and housing demand will increase as employment continues to grow. This is the beginning of a recovery. Don't be ashamed that you missed the early signs though as it is way over due but it will turn out to be robust if the Health Care issues do not kill it.
    Jan 8 11:10 AM | 1 Like Like |Link to Comment
  • 2 Bakken Plays That Should Still Work In 2014 [View article]
    Mike I have a flash for you. We all get out of here the same way.
    Jan 6 03:55 PM | Likes Like |Link to Comment
  • 2 Bakken Plays That Should Still Work In 2014 [View article]
    We like to solve problems so much that we even see them where they really do not exist . Scientist were found changing data probably so they would not lose their funding. The climate does change . Warming ? Colder ? OK. OIL glut do not make me laugh. If there is a glut at 100 a barrel just think of what it is going to go to when they update forecast towards an improving economy. You are correct imo on TPLM. I have traded this stock in the past but sold prior to earnings. I am back in as this drop is not really merited over any prolonged time period. people will look back at this in a year and say . Could have, should have.....
    Jan 6 03:53 PM | 1 Like Like |Link to Comment
  • Nam Tai: A $7 Play On Apple And China With An Analyst Price Target Of $20 [View article]
    Batbeer2 says it very well on :

    A speculative buy with some built in safety.
    Jan 3 12:51 PM | Likes Like |Link to Comment