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  • Insiders Are Selling Infoblox [View article]

    A stock I like and I have an incremental long position is ADEP or Adept . As folks may or may not be aware ADEP is in robotics. ADEP had a significant insider purchase of 6,000 on 9-3. lus it's growth projection from an EPS and a revenue aspect are compelling considering it is, last I checked ADEP was priced just under $6.00.
    The primary negative re ADEP is that it probably costs some jobs.
    Sep 18, 2013. 10:31 AM | Likes Like |Link to Comment
  • Insiders Are Selling Infoblox [View article]

    I have a couple ticker spy portfolios that have beaten the S and P for 3 years running and I have never used "technical" analyses.
    I am learning it if for no other reason I know that chart patterns do cause people/institutions to buy and sell stocks.
    But in my personal humble opinion all the discussion about stock xzy having support at $20.33 or stock xzy is going higher because it broke through resistance does not make sense to me. It makes stocks sound like people that think to themselves... okay, I am in a cup with handle pattern now and have formed a solid base so I must go a lot higher? I believe positive catalysts, earnings in particular, move stocks and often emotion moves stocks.
    But what do I know for I do not have an empirical study on the Point and Figure chart. It may be super accurate.
    Sep 18, 2013. 09:36 AM | 1 Like Like |Link to Comment
  • Insiders Are Selling Infoblox [View article]

    Although I claim I am rational and guided by reason sometimes I have little surges of "belief" in Karma and I think I laid it on a little too thick for although I have been a holder of BLOX I took it on the chin when I added a little to the position. Maybe I was getting a karmic pay back. It was certainly not comic.
    Insider sales are not a lot of stocks like BLOX, P, SPLK, SSTK, EPAM, LNKD and even the beloved Facebook may have gotten a little ahead of themselves and when, for I think it will happen to some degree, this market turns downward the above mentioned stocks are likely to get hit pretty hard. Hope I am wrong though
    Sep 17, 2013. 11:37 AM | Likes Like |Link to Comment
  • Insiders Are Selling Infoblox [View article]

    Your articles, if you are implying a bearish stance due to "intensive insider selling", are counter productive.
    You have had articles about intensive insider selling about FB when it was 25, LNKD when it was 170, Epam when it was 20, Innospec when it was 39 and many other firms that have had massive either before or after you "warning" people about insider selling?
    Have you ever been an Officer in a public company? Are you not aware that most Officers of these firms pay structure is centered around stock and stock options.
    You may have missed the insider at a major company that had to sell a ton of shares to pay for a costly divorce and they can be costly.
    Insiders sell for hundreds of reasons and they would be stupid not to sell a stock like Infoblox which has gone almost in a straight line from 20 to 45 in roughly 6 months.
    With all due respect I do the opposite of your "insider sell warnings" and have done quite well.
    Sep 16, 2013. 11:31 AM | 3 Likes Like |Link to Comment
  • Hedge Funds Are Selling These Industrial Goods Stocks - Should You? [View article]

    And in case you are not aware the B-29 was the massive bomber that dropped the first and second atom bombs on Hiroshima and Nagasaki Japan in 1945 which brought World War 2 to an end. Smith and Wesson may have been a key weapons maker for world governments 150 to 200 years ago.
    Now they are a toy. A serious toy that should be taken seriously but nonetheless or a toy. Or to put it in stock terms a consumer discretionary item. Last I checked massive weapons systems from BA, LMT and others are not even remotely consumer stocks. See national defense sector
    May 21, 2013. 09:02 PM | Likes Like |Link to Comment
  • Hedge Funds Are Selling These Industrial Goods Stocks - Should You? [View article]

    I am in complete agreement with mccallay. So many Seeking Alpha articles are misleading to the point of being dangerous.
    LMT is not only a large weapons maker, mostly war planes, for the U.S. and countries all over the world it is also a massive government contractor that runs entire facilities like the Oak Ridge National Lab. Oak Ridge, Tenn is one of the three main places the atomic bomb was developed during world war 2. It was called the Manhattan Project. This was the largest U.S. govt operation in the history of the U.S.
    Comparing Smith and Wesson to Lockheed Martin, which used to be called Martin Marietta is like comparing a farm pond to the Atlantic Ocean. Should Honeywell go down also? For it makes products that go into weapons. But we are talking about large scale military weapons and facilities.
    And BA made the first modern airplane with pressurized cabins and an automated fire control system. That was the B-29. BA has made 10s of thousands of massive planes for the U.S. and militaries all over the world. The most famous/iconic being the B-52. Are you going to compare a Smith and Wesson pee shooter to a B-52 or a B-1 stealth bomber.
    Wanting to educate stock enthusiasts is fine but bring some bigger picture knowledge forth if you are going to make company to company comparisons. Frankly when I read the article I hoped you were joking about "BA making weapons also".
    And I rue the day that SWHC inks a deal with Uncle Sam to run the Oak Ridge National Lab and the Y-12 nuclear weapons plant.
    May 21, 2013. 08:53 PM | Likes Like |Link to Comment
  • Best Bang For Your Buck: How Smith & Wesson Gets To $16 [View article]

    I am not sure if I was being referred to as a "gun hater". I grew up in rural Rockwood, Tennessee and was shooting 22 longs at the age of 11. I am neutral towards guns. People... They are just things. They are certainly not gold and there are a ton of different makers. When I check into reality I the reality always seem to reveal SWHC being dead money. Maybe someone shot it?
    May 10, 2013. 03:46 PM | Likes Like |Link to Comment
  • 2 Energy Stocks And 1 Biotech With Recent Intensive Insider Buying [View article]

    Last week was halcion like for those who took a chance and bought a few stocks ahead of earnings. Many more than usual had large post earnings gains: AKAM, LOGM, CTCT, NFLX, BMSY, CAB, AVG, FIO, LL, DHI, TOL, AAN, GNC, CCL, CERN, CSTR, BLDR, ABBV, TASR, VFC, CVX, ANGI, CCK, HOG, CELG, DLB,MOH, HSTM, QLIK, YUM, ARMH, ASGN, WDC, RYL, BA, PHM and so many more. I presume the Author noted that AKAM and LOGM had significant ad recent insider buying which may partially explain why they were two of the week's top percentage gainers.
    Apr 28, 2013. 01:00 PM | Likes Like |Link to Comment
  • 3 Stocks With Recent Intensive Insider Buying [View article]

    I made a mistake. I noted that BMSS did well post earnings. Ticker is actually BMSY. Also OLN did not pop. But many more that I did not list did.
    Apr 28, 2013. 12:40 PM | Likes Like |Link to Comment
  • 3 Tech Small And Mid Caps With Recent Intensive Insider Selling [View article]

    CORRECTION: Note that I was listing many of the cos that had solid gains post earnings the week of 4-22-4-26. I listed HMSS. It is actually HMSY. I also stated that OLN did well. In fact they were one of the few that did not fair so well.
    None of the ones I listed were recomendations
    Apr 28, 2013. 12:27 PM | Likes Like |Link to Comment
  • 3 Resource Stocks With Recent Intensive Insider Buying [View article]

    Was it just me or did anyone else notice that last week, the week of 4-22-4-29, was a fantasy week for anyone who held stocks through earnings. NFLX, CAB, AKAM, FIO, AVG, LOGM, CSTR, QLIK, ASGN, RYL,YUM, TOL, ARMH, ILMN, DAL, AAN,WDC, LL, TASR, TUP,BA, CELG, CERN, ABBV, GNC, AMT, DHI,DLB, F, VFC, NOW, CPLA, DVY, USNA,, TER,BLDR, CZR,STMP,C, HSSM,
    MDCO, CAT,DNKN,MOH, HSTM,ZMH,RKT,OSTK and AAN all went up nicely after earning. There were lots of others. Often a company would beat on EPS and miss Revenue and still pop. Though I am certain this is not the case but it was as if the requirements for a stock to receive an upside move post earnings were relaxed. And the two companies with notable recent insider buying were AKAM and LOGM. They both had massive gains post earnings? I picked the wrong time to stop trading if there is another week like last week anytime soon.
    Apr 28, 2013. 12:19 PM | Likes Like |Link to Comment
  • Best Bang For Your Buck: How Smith & Wesson Gets To $16 [View article]

    And it's not just "head line" risk that depresses this stock it's peoples deep seated hatred for guns that would still exist if there was never another headline about some gun violence scenario (if only) and all the people that do not hate guns but realize so many millions of others do. One can find other more promising 8 dollar stocks that have fallen from 11 while this "gun craze" has been going on. Also most companies to really thrive increasingly need world wide growth. Last time I checked there is not a "gun run" in Brazil, Russia, India or China. A few or even a few hundred rural gun runs in heartland America does not a power house stock make.
    Apr 23, 2013. 11:06 PM | Likes Like |Link to Comment
  • Best Bang For Your Buck: How Smith & Wesson Gets To $16 [View article]

    Stocks need a lot more than one fringe group to believe the government is going to take their guns away. Which is foolish to begin with. I live in a fairly rural area and most people who think matters through are not on some gun panic. Plus a lot of this "massive amount of gun buyers" already have a massive amount of guns. This idea that SWHC is going to sky rocket due to a run on guns will turn out to be wrong.
    And even if this were a wide spread and nation wide run on guns, which there is not to the extent of the hype, it takes people and institutions of all political and social ethos back ground to push a stock. Ask yourself: would you want to own a company that funds are divesting themselves of or would you want to own a company that people are completely "agnostic" about when it comes to politics or social impact. I think the answer is pretty simple and the under performing stock price is; and will be further proof.
    Sam Lain
    Apr 23, 2013. 10:53 PM | Likes Like |Link to Comment
  • UniPixel: Hey Citron, Where's The Beef? [View article]

    I may have accidently implied that UNXL just came public. I realize that they issued new shares to raise capital under questionable circumstances. Namely did they state they did not need to tap the capital markets and do so anyway or was it understood that they were going to issue the secondary?
    I am not a fund manager but I know fund managers do not like confusion and confusion is abundant in both the timing of UNXL's post "we will not need to do anything to cause share dilution" and then doing just that with their secondary and the true nature of their relationship with Kodak. Plus the larger question concerning the value of their Uniboss product and the is it a better mouse trap aspect of it?
    UNXL's recent parabolic move reminds me of price action in a lot of technology stocks during the tech craze of 14 years ago. Such price action came with too few questions. We all know how that ended.
    Apr 20, 2013. 01:09 AM | 1 Like Like |Link to Comment
  • UniPixel: Hey Citron, Where's The Beef? [View article]

    Although I question UNXL's true intermediate to long term value they have somewhat of a built in albeit temporary safety net due to all the shorts as long as their is some long interest.
    I recall never fully understanding what TZOO did yet
    they were in nose bleed territory for a while. And in the time of the tech bubble there were countless companies that came public and if they sounded "tech like" they often went to par.
    Another idea is to buy a few shares with a loose stop or a greater amount of shares with either a tighter stop or puts. Puts would be preferable.
    I could be wrong but I get the feeling that this is the kind of stock that will either be near 100 or in the single digits within the next year or so. And at the risk of pointing out something simple they are "partnering" with one of the worst performing companies in the past few years. Maybe Kodak has it together now? Bottom line: proceed with caution on this one. There are too many other more established stocks in this price range that offer more clarity, certainty, proven management consistency and above all more safety relative to risk.
    Apr 20, 2013. 12:43 AM | 1 Like Like |Link to Comment