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Snoopy1

Snoopy1
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  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 03:13 PM | 2 Likes Like |Link to Comment
  • GM Is A Top Pick: Fair Value Of $48 Or More [View article]
    So funfun, when are you planning on shorting GM? Please let us know.
    Aug 1, 2014. 02:55 PM | 1 Like Like |Link to Comment
  • Tesla Motors beats by $0.07, beats on revenue [View news story]
    I agree DVL. When people can't quantify current value or projected IRRs, they are speculating, pure and simple.
    Jul 31, 2014. 05:56 PM | 4 Likes Like |Link to Comment
  • Express Scripts: M&A Activity Blurs A Profitable Enterprise [View article]
    I would really appreciate it if you happen across it.
    Jul 30, 2014. 05:06 PM | Likes Like |Link to Comment
  • Express Scripts: M&A Activity Blurs A Profitable Enterprise [View article]
    Thanks. I think the issue is that he exercised the options and then sold all of the shares.
    Jul 30, 2014. 04:37 PM | Likes Like |Link to Comment
  • Express Scripts: M&A Activity Blurs A Profitable Enterprise [View article]
    Thanks for the info. Is there a source you got this from?
    Jul 30, 2014. 04:17 PM | 1 Like Like |Link to Comment
  • Was This A Kitchen Sink Quarter For General Motors? [View article]
    Even though S&P lowered their GM's EPS estimates, they still say the stock is cheap and have a one-year target of $46.

    http://on.barrons.com/...
    Jul 29, 2014. 09:38 PM | 2 Likes Like |Link to Comment
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