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smilytmm

smilytmm
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  • Alliance Holdings - Long-Term Prospects Are Grim [View article]
    I'm confused why you say AHGP is overpriced?

    I think it is actually trading at discount given that the market is not expecting any growth. If nat gas picks up or shows its volatility, the customer will go back to more dependent fuel.

    It is yielding nearly identical yield with ARLP but with growth kicker by giving 1% yield. Also, looking at the comparison of both, the price of ARLP had been underperforming in down market which is not what you should expect.

    I would buy AHGP over ARLP
    Aug 29, 2015. 01:04 PM | 1 Like Like |Link to Comment
  • Textainer: 7 Years Of Nothing? [View article]
    Yes, I didn't look up the yield when I commented. I was responding to 6% yield.

    The main problem is that capital is too cheap creating oversupply which is what the management said. So, I wouldn't touch it until there is a rate increase.
    Aug 17, 2015. 07:34 PM | Likes Like |Link to Comment
  • Antares Pharma: Why I'm Still Long [View article]
    It might be that you just can't let go. I'd sell and move on.
    Aug 17, 2015. 05:50 PM | 2 Likes Like |Link to Comment
  • Textainer: 7 Years Of Nothing? [View article]
    In 10 yrs, we could have 5% inflation, with treasury yield of 8%. Then TGH 6% doesn't look so good, it would have to yield 10%+ to attract investors. So, either your principal gets cut in half or they need to grow earnings rapidly.

    Wait for yield to come to 10%+ to buy to offset the risk.
    Aug 16, 2015. 02:34 PM | Likes Like |Link to Comment
  • Textainer: 7 Years Of Nothing? [View article]
    Wouldn't touch it until interest rate starts a climb. This is what the management believes so should others. Wait till Sept. to see rate hike before jumping in. It could go lower from here to $11.
    Aug 15, 2015. 12:40 PM | Likes Like |Link to Comment
  • Why I Think InVivo Shares Are Worth A Double [View article]
    That's odd. With bio, the odd is better to be on the short side of the balance.

    I'd appreciate more balanced analysis.
    Aug 10, 2015. 08:35 PM | Likes Like |Link to Comment
  • Why I Think InVivo Shares Are Worth A Double [View article]
    is there any bio that you're not bullish on?
    Aug 10, 2015. 08:16 PM | Likes Like |Link to Comment
  • Anavex May Actually Cure Alzheimer's [View article]
    I'll see in 5 yrs then, I predict with after many offering and reverse splits. It may be at $4.
    Jul 26, 2015. 07:42 PM | 1 Like Like |Link to Comment
  • Why Heat Biologics Could Soar If Trials Deliver Good Results [View article]
    Staying away. YTD, 50% gain is pretty good run. Also, it seems that the stock is being pumped by others. May drop back to $4 on bio correction.
    Jul 26, 2015. 08:51 AM | Likes Like |Link to Comment
  • Cal-Maine Foods To Capitalize On Avian Influenza [View article]
    what about shorting POST?
    Jul 16, 2015. 05:54 PM | Likes Like |Link to Comment
  • WD-40 Stock Appears Oversold At The Moment [View article]
    this is an indication of loss in market share. Once a premium product in lubricant market, it is losing to competitors.
    Jul 12, 2015. 10:19 AM | Likes Like |Link to Comment
  • How Much Can YieldCo Dividends Grow? [View article]
    Now, it sounds like a ponzi scheme
    Jul 11, 2015. 10:46 AM | 2 Likes Like |Link to Comment
  • Capital Products Partners LP: More Than Just A Big Yield [View article]
    Bought in on the sell off. Greek drama but safe div, potential capital gains of 40%.

    It's risk/reward is best I've seen.
    Jul 10, 2015. 07:41 AM | Likes Like |Link to Comment
  • iRobot: This Week's Small Cap Focus Stock [View article]
    There are too many asian competitors. Their product is no longer deserving of the premium it charges. Not short but don't see the upside.
    Jul 9, 2015. 08:08 PM | 1 Like Like |Link to Comment
  • Why I'll Be Shopping For A VIX Short This Week [View article]
    Closed my UVXY covered call. Now, I only have small short back ratio OTM leap.

    I think UVXY could flare up to $60. If so, I will add to my short. Take profit when I can.
    Jul 9, 2015. 04:47 PM | Likes Like |Link to Comment
COMMENTS STATS
229 Comments
119 Likes