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Snoopy1

Snoopy1
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  • Blackstone: The Market Is Putting The Wrong Company In The Bargain Bin [View article]
    Yeah, but Enron was a fraud. Similarly, LTCM was run on massive leverage with very little leeway for external events.
    Aug 10 04:17 PM | Likes Like |Link to Comment
  • General Motors Upgraded To Buy: Why I Changed My Mind [View article]
    Anthony, please don't confuse them with actual facts.
    Aug 9 07:11 PM | Likes Like |Link to Comment
  • General Motors Upgraded To Buy: Why I Changed My Mind [View article]
    Mike, how are the GM C warrants better than Jan 2016 42 calls that go for $1.52 vs. the C's $1.62?
    Aug 9 01:59 PM | Likes Like |Link to Comment
  • I Feel Like A Thief Buying IBM At Today's Low Valuation [View article]
    It will be interesting to see what Buffett did this qtr with IBM. With an already large position, will he buy more given he has lots of cash? I think his average cost is $173.
    Aug 8 02:07 PM | Likes Like |Link to Comment
  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    Smart that AAPL is working with MA, V and AXP since most people already have and trust these networks.

    WMT, TGT etc. are kidding themselves if they think people are going to forsake V, MA and AXP to join it's new MCX network. With AAPL's new NFC phones, the credit card companies will only strengthen their hold on customer spending.
    Aug 6 06:48 PM | 1 Like Like |Link to Comment
  • General Motors Is Still Skidding Because Of Uncertainty Surrounding The Company [View article]
    Agree Michael. The valuation reflects all of the bad news and more and is clearly below intrinsic value. Patient value investors will be rewarded when the stock hits the mid to high $40s in the next year.
    Aug 6 04:16 PM | 4 Likes Like |Link to Comment
  • Time Warner's Resistance To Fox Costs Shareholders [View article]
    So Murdoch pumped and dumped TWX just to pay advisor fees and embarrass himself? You have quite the imagination.
    Aug 6 04:05 PM | Likes Like |Link to Comment
  • General Motors Is Still Skidding Because Of Uncertainty Surrounding The Company [View article]
    I disagree but had to give you a thumbs up for the Derek Zoolander reference. :-)
    Aug 6 03:13 PM | 1 Like Like |Link to Comment
  • Liberty Global misses by $0.38, beats on revenue [View news story]
    As an stockholder, I wish that were true but seems far too high within the medium term.

    What is your FCF estimate for 2017?
    Aug 6 02:26 PM | Likes Like |Link to Comment
  • Gilead: A Much Bigger Story Than Just Sovaldi [View article]
    Bret, would you buy those 120 calls today at $7? Basically I'm asking your confidence level in your target. I was thinking about buying some Jan 2016 110/140 call spreads for $6.
    Aug 5 04:10 PM | Likes Like |Link to Comment
  • Blackstone: The Market Is Putting The Wrong Company In The Bargain Bin [View article]
    Note: The Jan bullish 1:2 ratio call spread was 32/36.
    Aug 4 02:12 PM | Likes Like |Link to Comment
  • Blackstone: The Market Is Putting The Wrong Company In The Bargain Bin [View article]
    As for your point #1, the fact that BX is barely above it's IPO price is a good sign. Schwarzman showed how good he was to sell at the peak for financial stocks. :-)

    I remember when the CNBC clowns were saying to buy BX because you could get some of the sharpest minds investing for you. I saw it as it was -- when the sharpest minds in private equity are selling, you shouldn't be buying.

    I think BX is a much better risk/reward than traditional money managers because it's at a cheaper valuation and pension funds etc. will be moving more money into alternative investing because vanilla equity and bond investments have poor projected 7-year returns (per GMO's Jeremy Grantham).

    Disclosure: To boost returns, for every 100 shares I bought today at $32.65, I bought a 1:2 January bullish call spread and sold a Jan 25 put for a net premium of just $0.09.
    Aug 4 01:49 PM | 2 Likes Like |Link to Comment
  • 3 Stocks To Buy If Sell-Off Continues [View article]
    So after the market drops you sell instead of buying quality stocks at reasonable prices? Great idea!
    Aug 2 04:53 AM | Likes Like |Link to Comment
  • 3 Stocks To Buy If Sell-Off Continues [View article]
    Looking to add KKR and BX at lower price points.
    Aug 1 04:27 PM | 2 Likes Like |Link to Comment
  • Tesla Motors beats by $0.07, beats on revenue [View news story]
    To get economic earnings, you should also subtract capex from CF from operations since CFoper adds back depreciation. In addition, stock compensation is a real economic cost and should not be added back to get CFoper.

    From what I can tell, very few reputable hedge funds have a large position in TSLA because the risk/reward is questionable.
    Aug 1 03:13 PM | 2 Likes Like |Link to Comment
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