xor's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/899182/comments http://seekingalpha.com/article/261575/comments?source=feed#comment-1650138 1650138 C 0.937472
DENN 0.961259
FLL 0.953431
S 1.1039
SCLN 1.39
Avg performance of all 5 stocks: 1.06921 stddev: 0.171186 stderr: +- 0.0765565
Benchmark ^GSPC 1.00368 Relative to Bench: 1.0653
Benchmark ^DJI 1.01578 Relative to Bench: 1.0526

--

SCLN now reached already the mid term target price after the Q1 report. Faster than expected.
S is ready for shorting now.
C: still not seeing alpha in either direction.
DENN: still a long-term soft short. dying business confirmed again. if they don't turn now, its too late at all. ever critical balance sheet. no indications of a turn around.]]> Sat, 14 May 2011 08:37:26 -0400 C 0.937472
DENN 0.961259
FLL 0.953431
S 1.1039
SCLN 1.39
Avg performance of all 5 stocks: 1.06921 stddev: 0.171186 stderr: +- 0.0765565
Benchmark ^GSPC 1.00368 Relative to Bench: 1.0653
Benchmark ^DJI 1.01578 Relative to Bench: 1.0526

--

SCLN now reached already the mid term target price after the Q1 report. Faster than expected.
S is ready for shorting now.
C: still not seeing alpha in either direction.
DENN: still a long-term soft short. dying business confirmed again. if they don't turn now, its too late at all. ever critical balance sheet. no indications of a turn around.]]> http://seekingalpha.com/article/211229/comments?source=feed#comment-1597126 1597126 AA 1.47237
BAC 0.824968
JPM 1.18179
MS 1.07748
MSFT 1.00141
PFE 1.41586
GE 1.29793
C 1.12183
WFC 1.09407
CSCO 0.743993
Avg performance of all 10 stocks: 1.12317 stddev: 0.221822 stderr: +- 0.0701462
Benchmark ^GSPC 1.20485 Relative to Bench: 0.93221
Benchmark ^DJI 1.19899 Relative to Bench: 0.936763

Total performance (incl. dividends) 22.6.2010 -> 18.04.2011 :
AA 1.47237
PFE 1.41586
Avg performance of all 2 stocks: 1.44412 stddev: 0.0282543 stderr: +- 0.0199788
Benchmark ^GSPC 1.20485 Relative to Bench: 1.19859
Benchmark ^DJI 1.19899 Relative to Bench: 1.20444

=> well, the mere list of top 1yr-targets seems to underperform. Yet your 2 special picks were indeed the 2 best so far.]]> Mon, 18 Apr 2011 13:14:11 -0400 AA 1.47237
BAC 0.824968
JPM 1.18179
MS 1.07748
MSFT 1.00141
PFE 1.41586
GE 1.29793
C 1.12183
WFC 1.09407
CSCO 0.743993
Avg performance of all 10 stocks: 1.12317 stddev: 0.221822 stderr: +- 0.0701462
Benchmark ^GSPC 1.20485 Relative to Bench: 0.93221
Benchmark ^DJI 1.19899 Relative to Bench: 0.936763

Total performance (incl. dividends) 22.6.2010 -> 18.04.2011 :
AA 1.47237
PFE 1.41586
Avg performance of all 2 stocks: 1.44412 stddev: 0.0282543 stderr: +- 0.0199788
Benchmark ^GSPC 1.20485 Relative to Bench: 1.19859
Benchmark ^DJI 1.19899 Relative to Bench: 1.20444

=> well, the mere list of top 1yr-targets seems to underperform. Yet your 2 special picks were indeed the 2 best so far.]]> http://seekingalpha.com/article/237604/comments?source=feed#comment-1597049 1597049 AHS 1.47593
CECO 1.13748
CLUB 1.82295
LYV 0.948127
RTIX 1.11647
Avg performance of all 5 stocks: 1.30019 stddev: 0.312519 stderr: +- 0.139763
Benchmark ^GSPC 1.10278 Relative to Bench: 1.17902
Benchmark ^DJI 1.1038 Relative to Bench: 1.17792

=> significant]]> Mon, 18 Apr 2011 12:44:21 -0400 AHS 1.47593
CECO 1.13748
CLUB 1.82295
LYV 0.948127
RTIX 1.11647
Avg performance of all 5 stocks: 1.30019 stddev: 0.312519 stderr: +- 0.139763
Benchmark ^GSPC 1.10278 Relative to Bench: 1.17902
Benchmark ^DJI 1.1038 Relative to Bench: 1.17792

=> significant]]> http://seekingalpha.com/article/255906/comments?source=feed#comment-1597029 1597029 JASO 0.869444
JKS 0.875
LDK 0.863636
SOL 0.960375
TSL 1.05677
YGE 1.03707
Avg performance of all 6 stocks: 0.943716 stddev: 0.0800251 stderr: +- 0.0326701
Benchmark ^GSPC 1.00859 Relative to Bench: 0.935678
Benchmark ^DJI 1.02279 Relative to Bench: 0.922686

=> not even Fukushima could do anything to rescue them

:-(]]> Mon, 18 Apr 2011 12:38:20 -0400 JASO 0.869444
JKS 0.875
LDK 0.863636
SOL 0.960375
TSL 1.05677
YGE 1.03707
Avg performance of all 6 stocks: 0.943716 stddev: 0.0800251 stderr: +- 0.0326701
Benchmark ^GSPC 1.00859 Relative to Bench: 0.935678
Benchmark ^DJI 1.02279 Relative to Bench: 0.922686

=> not even Fukushima could do anything to rescue them

:-(]]> http://seekingalpha.com/instablog/666527-kapitall/86446-top-14-insider-buys-on-august-6-2010?source=feed#comment-1596900 1596900 AGYS 0.75
WFR 1.18537074148
BNHN 1.16344916345
TWX 1.13722397476
AIQ 0.976595744681
TLF 1.07476635514
LPHI 0.61823573017
HBHC 1.09950083195
BCBP 1.20046620047
OPK 1.47244094488
KRNY 1.05303867403
CAMP 1.26530612245
GAIN 1.20418006431
PULB 1.20031796502
Avg performance of all 14 stocks: 1.10006375091 stddev: 0.203963636497 stderr: +- 0.0545115747951
Benchmark ^GSPC 1.17656289005 Relative to Bench: 0.93498083291
Benchmark ^DJI 1.15847003255 Relative to Bench: 0.949583260682

Total performance (incl. dividends) 6.8.2010 -> 6.11.2010 :
AGYS 0.842647
WFR 1.29259
BNHN 1.07465
TWX 0.981073
AIQ 0.904255
TLF 1.0771
LPHI 1.14381
HBHC 1.08186
BCBP 1.07809
OPK 1.18898
KRNY 0.974586
CAMP 1.07347
GAIN 1.18489
PULB 1.14785
Avg performance of all 14 stocks: 1.0747 stddev: 0.114817 stderr: +- 0.0306861
Benchmark ^GSPC 1.09059 Relative to Bench: 0.985432
Benchmark ^DJI 1.07071 Relative to Bench: 1.00373

=> nope]]> Mon, 18 Apr 2011 11:51:32 -0400 AGYS 0.75
WFR 1.18537074148
BNHN 1.16344916345
TWX 1.13722397476
AIQ 0.976595744681
TLF 1.07476635514
LPHI 0.61823573017
HBHC 1.09950083195
BCBP 1.20046620047
OPK 1.47244094488
KRNY 1.05303867403
CAMP 1.26530612245
GAIN 1.20418006431
PULB 1.20031796502
Avg performance of all 14 stocks: 1.10006375091 stddev: 0.203963636497 stderr: +- 0.0545115747951
Benchmark ^GSPC 1.17656289005 Relative to Bench: 0.93498083291
Benchmark ^DJI 1.15847003255 Relative to Bench: 0.949583260682

Total performance (incl. dividends) 6.8.2010 -> 6.11.2010 :
AGYS 0.842647
WFR 1.29259
BNHN 1.07465
TWX 0.981073
AIQ 0.904255
TLF 1.0771
LPHI 1.14381
HBHC 1.08186
BCBP 1.07809
OPK 1.18898
KRNY 0.974586
CAMP 1.07347
GAIN 1.18489
PULB 1.14785
Avg performance of all 14 stocks: 1.0747 stddev: 0.114817 stderr: +- 0.0306861
Benchmark ^GSPC 1.09059 Relative to Bench: 0.985432
Benchmark ^DJI 1.07071 Relative to Bench: 1.00373

=> nope]]> http://seekingalpha.com/article/192424/comments?source=feed#comment-1596874 1596874 xxia 1.89565217391
spg 1.40260577915
epd 1.36225459151
ko 1.29740557039
ns 1.2054720058
unt 1.3420131291
cfr 1.1284800602
twx 1.20973154362
dps 1.20320351759
ddic 1.83044315992
bdx 1.09299279633
sd 1.59731543624
atw 1.17305080141
sun 1.52669039146
cwt 1.06294101044
Avg performance of all 15 stocks: 1.35535013114 stddev: 0.24728053568 stderr: +- 0.0638475597686
Benchmark ^GSPC 1.15913921827 Relative to Bench: 1.16927294822
Benchmark ^DJI 1.16956234151 Relative to Bench: 1.15885240405


Total Performances (incl. Dividends) 8.3.2010 -> 8.9.2010 :
xxia 1.46956521739
spg 1.20549535604
epd 1.16402786574
ko 1.07954979016
ns 1.01721326327
unt 0.760612691466
cfr 0.977614747931
twx 1.02651006711
dps 1.17305276382
ddic 1.55876685934
bdx 0.90373280943
sd 0.581208053691
atw 2.26242868786
sun 0.609964412811
cwt 0.977984758679
Avg performance of all 15 stocks: 1.11784848965 stddev: 0.401629676898 stderr: +- 0.103700336665
Benchmark ^GSPC 0.965191040843 Relative to Bench: 1.15816293598
Benchmark ^DJI 0.984315594758 Relative to Bench: 1.13566065152


=> indeed significant]]> Mon, 18 Apr 2011 11:40:27 -0400 xxia 1.89565217391
spg 1.40260577915
epd 1.36225459151
ko 1.29740557039
ns 1.2054720058
unt 1.3420131291
cfr 1.1284800602
twx 1.20973154362
dps 1.20320351759
ddic 1.83044315992
bdx 1.09299279633
sd 1.59731543624
atw 1.17305080141
sun 1.52669039146
cwt 1.06294101044
Avg performance of all 15 stocks: 1.35535013114 stddev: 0.24728053568 stderr: +- 0.0638475597686
Benchmark ^GSPC 1.15913921827 Relative to Bench: 1.16927294822
Benchmark ^DJI 1.16956234151 Relative to Bench: 1.15885240405


Total Performances (incl. Dividends) 8.3.2010 -> 8.9.2010 :
xxia 1.46956521739
spg 1.20549535604
epd 1.16402786574
ko 1.07954979016
ns 1.01721326327
unt 0.760612691466
cfr 0.977614747931
twx 1.02651006711
dps 1.17305276382
ddic 1.55876685934
bdx 0.90373280943
sd 0.581208053691
atw 2.26242868786
sun 0.609964412811
cwt 0.977984758679
Avg performance of all 15 stocks: 1.11784848965 stddev: 0.401629676898 stderr: +- 0.103700336665
Benchmark ^GSPC 0.965191040843 Relative to Bench: 1.15816293598
Benchmark ^DJI 0.984315594758 Relative to Bench: 1.13566065152


=> indeed significant]]> http://seekingalpha.com/article/247471/comments?source=feed#comment-1593875 1593875 ABV 1.11627043091
BIDU 1.38945674806
CAAS 0.730421686747
CBD 1.06072672972
CHBT 0.448783248444
CHU 1.25666016894
CISG 0.73958882446
CRIC 0.991666666667
CTCM 0.972043010753
CTRP 1.06542056075
EJ 0.808398950131
FMCN 1.44599156118
GFRE 0.50622406639
HDB 1.13108763537
HMIN 1.15973154362
HOGS 0.850289931471
JOBS 1.09603302818
LFC 0.937407589946
MR 1.03461538462
RDY 1.02419135635
SPRD 1.05233453053
STP 0.992307692308
TSL 1.03862660944
TTM 1.05087319666
VIT 0.933505302379
WBD 1.0281221651
WX 0.920221606648
YGE 1.05897887324
ZNH 0.950740740741
Avg performance of all 29 stocks: 0.99278344275 stddev: 0.208982230032 stderr: +- 0.0388070258789
Benchmark ^GSPC 1.03079062066 Relative to Bench: 0.963128129861
Benchmark ^DJI 1.04390076801 Relative to Bench: 0.951032390411]]> Sat, 16 Apr 2011 12:13:52 -0400 ABV 1.11627043091
BIDU 1.38945674806
CAAS 0.730421686747
CBD 1.06072672972
CHBT 0.448783248444
CHU 1.25666016894
CISG 0.73958882446
CRIC 0.991666666667
CTCM 0.972043010753
CTRP 1.06542056075
EJ 0.808398950131
FMCN 1.44599156118
GFRE 0.50622406639
HDB 1.13108763537
HMIN 1.15973154362
HOGS 0.850289931471
JOBS 1.09603302818
LFC 0.937407589946
MR 1.03461538462
RDY 1.02419135635
SPRD 1.05233453053
STP 0.992307692308
TSL 1.03862660944
TTM 1.05087319666
VIT 0.933505302379
WBD 1.0281221651
WX 0.920221606648
YGE 1.05897887324
ZNH 0.950740740741
Avg performance of all 29 stocks: 0.99278344275 stddev: 0.208982230032 stderr: +- 0.0388070258789
Benchmark ^GSPC 1.03079062066 Relative to Bench: 0.963128129861
Benchmark ^DJI 1.04390076801 Relative to Bench: 0.951032390411]]> http://seekingalpha.com/article/244395/comments?source=feed#comment-1593868 1593868 CEO 1.05565693431
CTSH 1.06148867314
EVR 1.00676271685
MSPD 1.25040387722
ZLCS 1.37777777778
Avg performance of all 5 stocks: 1.15041799586 stddev: 0.140864878035 stderr: +- 0.0629966885859
Benchmark ^GSPC 1.03895449536 Relative to Bench: 1.10728429493
Benchmark ^DJI 1.05565306496 Relative to Bench: 1.08976901033


=> well done so far]]> Sat, 16 Apr 2011 12:09:16 -0400 CEO 1.05565693431
CTSH 1.06148867314
EVR 1.00676271685
MSPD 1.25040387722
ZLCS 1.37777777778
Avg performance of all 5 stocks: 1.15041799586 stddev: 0.140864878035 stderr: +- 0.0629966885859
Benchmark ^GSPC 1.03895449536 Relative to Bench: 1.10728429493
Benchmark ^DJI 1.05565306496 Relative to Bench: 1.08976901033


=> well done so far]]> http://seekingalpha.com/article/244056/comments?source=feed#comment-1593837 1593837 ADS 1.17847584167
ALGT 0.828901968744
AN 1.16102889359
BYD 0.8779296875
CALM 0.91873015873
CIEN 1.25284629981
COCO 0.909282700422
DMND 1.09940981188
EBIX 0.949452401011
ESI 1.06714778789
FSLR 1.06023725158
GMCR 2.02062807882
GME 1.17281208352
NILE 0.891300602929
NTRI 0.676428908833
PETS 0.81903190319
PFCB 0.94606741573
QSII 1.21846110084
RAX 1.36378052648
SHLD 1.05369848302
SYNA 0.870351758794
TXI 0.894612577806
VECO 1.10183252146
WRLD 1.20764925373
Avg performance of all 24 stocks: 1.06417075075 stddev: 0.257434194648 stderr: +- 0.052548534936
Benchmark ^GSPC 1.04754798457 Relative to Bench: 1.01586826229
Benchmark ^DJI 1.06529349922 Relative to Bench: 0.998946066532

Total Performances (incl. Dividends) 29.12.2010 -> 15.1.2011 :
...
Avg performance of all 24 stocks: 1.02483843918 stddev: 0.0924610876566 stderr: +- 0.0188735404851
Benchmark ^GSPC 1.02797313817 Relative to Bench: 0.996950602237
Benchmark ^DJI 1.02179902601 Relative to Bench: 1.00297457043


=> maybe no info is in there]]> Sat, 16 Apr 2011 11:50:19 -0400 ADS 1.17847584167
ALGT 0.828901968744
AN 1.16102889359
BYD 0.8779296875
CALM 0.91873015873
CIEN 1.25284629981
COCO 0.909282700422
DMND 1.09940981188
EBIX 0.949452401011
ESI 1.06714778789
FSLR 1.06023725158
GMCR 2.02062807882
GME 1.17281208352
NILE 0.891300602929
NTRI 0.676428908833
PETS 0.81903190319
PFCB 0.94606741573
QSII 1.21846110084
RAX 1.36378052648
SHLD 1.05369848302
SYNA 0.870351758794
TXI 0.894612577806
VECO 1.10183252146
WRLD 1.20764925373
Avg performance of all 24 stocks: 1.06417075075 stddev: 0.257434194648 stderr: +- 0.052548534936
Benchmark ^GSPC 1.04754798457 Relative to Bench: 1.01586826229
Benchmark ^DJI 1.06529349922 Relative to Bench: 0.998946066532

Total Performances (incl. Dividends) 29.12.2010 -> 15.1.2011 :
...
Avg performance of all 24 stocks: 1.02483843918 stddev: 0.0924610876566 stderr: +- 0.0188735404851
Benchmark ^GSPC 1.02797313817 Relative to Bench: 0.996950602237
Benchmark ^DJI 1.02179902601 Relative to Bench: 1.00297457043


=> maybe no info is in there]]> http://seekingalpha.com/article/224244/comments?source=feed#comment-1593734 1593734 Yet a little outperformance is rather likely by investing against short interest.]]> Sat, 16 Apr 2011 10:53:16 -0400 Yet a little outperformance is rather likely by investing against short interest.]]> http://seekingalpha.com/article/224244/comments?source=feed#comment-1593726 1593726 ADS 1.08798247093
AIG 1.12763157895
AMD 1.20926243568
AN 0.973640167364
CFFN 0.936229205176
CIEN 1.09348441926
CLB 1.04214697406
CMS 1.07526254376
CRK 1.13528855251
DLR 0.967853610287
DO 1.1003530005
EQIX 0.791966173362
ESI 1.27055112266
FSLR 1.00269581056
GHL 1.02844782381
GMCR 0.803454437165
GME 1.08131394723
GRMN 1.09433285509
IPI 1.1429699842
JEF 0.970449678801
JOE 0.981139489194
KBH 0.96943231441
LVS 1.18112729576
MBI 1.05299313052
MGM 1.32681017613
MLM 1.0252948886
MYL 1.05862265225
NFLX 1.02493150685
NWL 1.13130056005
O 1.03600248293
REG 1.05053399323
SHLD 1.09820744599
SLAB 1.01852891634
SPWRA 1.19051724138
STRA 1.1108289871
WSM 1.1257635645
X 0.954791666667
Avg performance of all 37 stocks: 1.06140927306 stddev: 0.106201351074 stderr: +- 0.0174593945671
Benchmark ^GSPC 1.06031650696 Relative to Bench: 1.00103060369
Benchmark ^DJI 1.05963891437 Relative to Bench: 1.00167071883


Total Performances (incl. Dividends) 8.9.2010 -> 16.04.2011 :
ADS 1.41007921793
AIG 1.10065789474
AMD 1.41852487136
AN 1.37866108787
CFFN 1.03881700555
CIEN 1.87039660057
CLB 1.14493275696
CMS 1.12485414236
CRK 1.3793755913
DLR 0.958786679855
DO 1.26054799126
EQIX 0.974947145877
ESI 1.26220077937
FSLR 1.00284153005
GHL 0.799816465653
GMCR 1.95443716498
GME 1.42164781906
GRMN 1.21592539455
IPI 1.31319115324
JEF 1.026124197
JOE 0.971316306483
KBH 0.994759825328
LVS 1.39740341989
MBI 1.0284592738
MGM 1.3698630137
MLM 1.16657929227
MYL 1.35970404098
NFLX 1.61294520548
NWL 1.19041692595
O 1.08845437616
REG 1.12555352956
SHLD 1.20254328175
SLAB 1.17798989332
SPWRA 1.35689655172
STRA 0.830085094702
WSM 1.53072224218
X 1.0525
Avg performance of all 37 stocks: 1.23007993954 stddev: 0.248966495189 stderr: +- 0.0409298396821
Benchmark ^GSPC 1.20094278668 Relative to Bench: 1.02426189922
Benchmark ^DJI 1.18819852874 Relative to Bench: 1.03524782247


Total Performances (incl. Dividends) 8.9.2010 -> 22.9.2010 :
...
Avg performance of all 37 stocks: 1.03608624244 stddev: 0.0524826011052 stderr: +- 0.00862808647284
Benchmark ^GSPC 1.03222401194 Relative to Bench: 1.00374165923
Benchmark ^DJI 1.03391736409 Relative to Bench: 1.00209772891]]> Sat, 16 Apr 2011 10:49:15 -0400 ADS 1.08798247093
AIG 1.12763157895
AMD 1.20926243568
AN 0.973640167364
CFFN 0.936229205176
CIEN 1.09348441926
CLB 1.04214697406
CMS 1.07526254376
CRK 1.13528855251
DLR 0.967853610287
DO 1.1003530005
EQIX 0.791966173362
ESI 1.27055112266
FSLR 1.00269581056
GHL 1.02844782381
GMCR 0.803454437165
GME 1.08131394723
GRMN 1.09433285509
IPI 1.1429699842
JEF 0.970449678801
JOE 0.981139489194
KBH 0.96943231441
LVS 1.18112729576
MBI 1.05299313052
MGM 1.32681017613
MLM 1.0252948886
MYL 1.05862265225
NFLX 1.02493150685
NWL 1.13130056005
O 1.03600248293
REG 1.05053399323
SHLD 1.09820744599
SLAB 1.01852891634
SPWRA 1.19051724138
STRA 1.1108289871
WSM 1.1257635645
X 0.954791666667
Avg performance of all 37 stocks: 1.06140927306 stddev: 0.106201351074 stderr: +- 0.0174593945671
Benchmark ^GSPC 1.06031650696 Relative to Bench: 1.00103060369
Benchmark ^DJI 1.05963891437 Relative to Bench: 1.00167071883


Total Performances (incl. Dividends) 8.9.2010 -> 16.04.2011 :
ADS 1.41007921793
AIG 1.10065789474
AMD 1.41852487136
AN 1.37866108787
CFFN 1.03881700555
CIEN 1.87039660057
CLB 1.14493275696
CMS 1.12485414236
CRK 1.3793755913
DLR 0.958786679855
DO 1.26054799126
EQIX 0.974947145877
ESI 1.26220077937
FSLR 1.00284153005
GHL 0.799816465653
GMCR 1.95443716498
GME 1.42164781906
GRMN 1.21592539455
IPI 1.31319115324
JEF 1.026124197
JOE 0.971316306483
KBH 0.994759825328
LVS 1.39740341989
MBI 1.0284592738
MGM 1.3698630137
MLM 1.16657929227
MYL 1.35970404098
NFLX 1.61294520548
NWL 1.19041692595
O 1.08845437616
REG 1.12555352956
SHLD 1.20254328175
SLAB 1.17798989332
SPWRA 1.35689655172
STRA 0.830085094702
WSM 1.53072224218
X 1.0525
Avg performance of all 37 stocks: 1.23007993954 stddev: 0.248966495189 stderr: +- 0.0409298396821
Benchmark ^GSPC 1.20094278668 Relative to Bench: 1.02426189922
Benchmark ^DJI 1.18819852874 Relative to Bench: 1.03524782247


Total Performances (incl. Dividends) 8.9.2010 -> 22.9.2010 :
...
Avg performance of all 37 stocks: 1.03608624244 stddev: 0.0524826011052 stderr: +- 0.00862808647284
Benchmark ^GSPC 1.03222401194 Relative to Bench: 1.00374165923
Benchmark ^DJI 1.03391736409 Relative to Bench: 1.00209772891]]> http://seekingalpha.com/article/216092/comments?source=feed#comment-1593608 1593608 DLR 0.953882672092
EXM 0.957671957672
F 0.912735849057
IR 0.930727762803
ITMN 0.951401869159
R 0.896137541215
RAS 0.709523809524
SKX 0.816423683428
UCBI 0.759878419453
WL 0.86524822695
Benchmark ^GSPC 0.96798650536
Benchmark ^DJI 0.97599816588
Avg performance of all 10 stocks: 0.875363179135 stddev: 0.0824809423592 stderr: +- 0.0260827641412

Relative Performances (incl. Dividends) 23.8.2010 -> 16.04.2011 :
DLR 1.03377177391
EXM 0.788213627993
F 1.26701119724
IR 1.35476397336
ITMN 5.00982318271
R 1.33929040736
RAS 1.55704697987
SKX 0.742711370262
UCBI 1.012
WL 0.508196721311
Benchmark ^GSPC 1.23639634238
Benchmark ^DJI 1.21302660302
Avg performance of all 10 stocks: 1.4612829234 stddev: 1.22178722701 stderr: +- 0.386363045347]]> Sat, 16 Apr 2011 09:30:47 -0400 DLR 0.953882672092
EXM 0.957671957672
F 0.912735849057
IR 0.930727762803
ITMN 0.951401869159
R 0.896137541215
RAS 0.709523809524
SKX 0.816423683428
UCBI 0.759878419453
WL 0.86524822695
Benchmark ^GSPC 0.96798650536
Benchmark ^DJI 0.97599816588
Avg performance of all 10 stocks: 0.875363179135 stddev: 0.0824809423592 stderr: +- 0.0260827641412

Relative Performances (incl. Dividends) 23.8.2010 -> 16.04.2011 :
DLR 1.03377177391
EXM 0.788213627993
F 1.26701119724
IR 1.35476397336
ITMN 5.00982318271
R 1.33929040736
RAS 1.55704697987
SKX 0.742711370262
UCBI 1.012
WL 0.508196721311
Benchmark ^GSPC 1.23639634238
Benchmark ^DJI 1.21302660302
Avg performance of all 10 stocks: 1.4612829234 stddev: 1.22178722701 stderr: +- 0.386363045347]]> http://seekingalpha.com/article/214294/comments?source=feed#comment-1593604 1593604 CNX 1.38077131993
BTU 1.52701443875
DAL 0.763831544178
AMR 0.792426367461
LUV 0.962748344371
HOT 1.23241852487
JBHT 1.38673557278
EWW 1.26224611708
Benchmark ^GSPC 1.20481311739
Benchmark ^DJI 1.19094916347
Avg performance of all 8 stocks: 1.16352402868 stddev: 0.269586718719 stderr: +- 0.0953132984619]]> Sat, 16 Apr 2011 09:26:12 -0400 CNX 1.38077131993
BTU 1.52701443875
DAL 0.763831544178
AMR 0.792426367461
LUV 0.962748344371
HOT 1.23241852487
JBHT 1.38673557278
EWW 1.26224611708
Benchmark ^GSPC 1.20481311739
Benchmark ^DJI 1.19094916347
Avg performance of all 8 stocks: 1.16352402868 stddev: 0.269586718719 stderr: +- 0.0953132984619]]> http://seekingalpha.com/article/236373/comments?source=feed#comment-1593591 1593591 GMXR 1.07962962963
SD 2.27533460803
UPL 1.00187382886
Benchmark ^GSPC 1.08746312441
Benchmark ^DJI 1.09383325505
Avg performance of all 3 stocks: 1.45227935551 stddev: 0.5828530133 stderr: +- 0.336510344127]]> Sat, 16 Apr 2011 09:18:42 -0400 GMXR 1.07962962963
SD 2.27533460803
UPL 1.00187382886
Benchmark ^GSPC 1.08746312441
Benchmark ^DJI 1.09383325505
Avg performance of all 3 stocks: 1.45227935551 stddev: 0.5828530133 stderr: +- 0.336510344127]]> http://seekingalpha.com/article/237516/comments?source=feed#comment-1593583 1593583 ABT 1.11039794608
BDX 1.08517555267
COV 1.24739160677
CSCO 0.871545547595
EXC 1.02833291171
FTE 0.986893840105
JNJ 0.96556122449
MDT 1.200643463
NVS 1.02754315094
RHHBY.PK 1.06748641693
STJ 1.3527458493
WU 1.18926553672
ZMH 1.225538644
Benchmark ^GSPC 1.1027751548
Benchmark ^DJI 1.10379895593
Avg performance of all 13 stocks: 1.10450166849 stddev: 0.128310951742 stderr: +- 0.0355870550545]]> Sat, 16 Apr 2011 09:15:48 -0400 ABT 1.11039794608
BDX 1.08517555267
COV 1.24739160677
CSCO 0.871545547595
EXC 1.02833291171
FTE 0.986893840105
JNJ 0.96556122449
MDT 1.200643463
NVS 1.02754315094
RHHBY.PK 1.06748641693
STJ 1.3527458493
WU 1.18926553672
ZMH 1.225538644
Benchmark ^GSPC 1.1027751548
Benchmark ^DJI 1.10379895593
Avg performance of all 13 stocks: 1.10450166849 stddev: 0.128310951742 stderr: +- 0.0355870550545]]> http://seekingalpha.com/article/232892/comments?source=feed#comment-1593567 1593567 TMO 1.09356610435
Benchmark ^GSPC 1.11480173681
Benchmark ^DJI 1.11048097211
Avg performance of all 1 stocks: 1.09356610435 stddev: 0.0 stderr: +- 0.0]]> Sat, 16 Apr 2011 09:05:12 -0400 TMO 1.09356610435
Benchmark ^GSPC 1.11480173681
Benchmark ^DJI 1.11048097211
Avg performance of all 1 stocks: 1.09356610435 stddev: 0.0 stderr: +- 0.0]]> http://seekingalpha.com/article/235681/comments?source=feed#comment-1593560 1593560 AVP 0.997536078845
CRI 1.01893811295
DEER 0.654370489174
GES 0.986058301648
GIII 1.39087018545
OXM 1.45654993515
RTH 1.07900475813
SHOO 1.19070667957
TPX 1.63785775007
TUP 1.27480264562
Benchmark ^GSPC 1.08758859403
Benchmark ^DJI 1.08769735827
Avg performance of all 10 stocks: 1.16866949366 stddev: 0.268650704406 stderr: +- 0.0849548120933]]> Sat, 16 Apr 2011 09:01:38 -0400 AVP 0.997536078845
CRI 1.01893811295
DEER 0.654370489174
GES 0.986058301648
GIII 1.39087018545
OXM 1.45654993515
RTH 1.07900475813
SHOO 1.19070667957
TPX 1.63785775007
TUP 1.27480264562
Benchmark ^GSPC 1.08758859403
Benchmark ^DJI 1.08769735827
Avg performance of all 10 stocks: 1.16866949366 stddev: 0.268650704406 stderr: +- 0.0849548120933]]> http://seekingalpha.com/article/260466/comments?source=feed#comment-1588981 1588981
EK recently sold off 850 of its patents for a few bucks (~cost of patent application) to OVTI. sells business units regularly to get cash for survival. had trouble to prolong their long-term debt at 10% interest rate (CCC-rating). They fail to become competitive with consumer products. book value = -$4 ... The balance sheet not anymore attractive for a company takeover.
The point of no return regarding a successful business consolidation was already missed here.]]> Thu, 14 Apr 2011 08:34:02 -0400
EK recently sold off 850 of its patents for a few bucks (~cost of patent application) to OVTI. sells business units regularly to get cash for survival. had trouble to prolong their long-term debt at 10% interest rate (CCC-rating). They fail to become competitive with consumer products. book value = -$4 ... The balance sheet not anymore attractive for a company takeover.
The point of no return regarding a successful business consolidation was already missed here.]]> http://seekingalpha.com/article/262061/comments?source=feed#comment-1586459 1586459
(Of course much of VVR statements are a little off. E.g. there is no misunderstanding problem with Tesla-style Cars vs 2wheelEVs. )

But it is rather obvious (independent of VVR) that there is something severely wrong with filings, share count and insider reports. Which as it justifies a SEC/court case. This is smelling and Mr. Fu obviously tried to profit in questionable style personally.
Question is, if there is really a big fraud going on beyond this violation, e.g. when the same company was bought twice for many millions (which I could not really follow and sort out so far), or even crime issues (which may be exaggerated drama from VVR), or most severe for share holders: The balance sheets could be mostly fictional - because the question arises: How can a company be so profitable at >30% margins even when key officers suck the company.
Are there really assets of ~227.60M in the company now - as reported?
When only a few millions are missing, and were lost to Mr. Fu by unethical practice, thats not so severe, and could perhaps be reversed. But if it is mostly a house of cards?]]> Wed, 13 Apr 2011 06:38:57 -0400
(Of course much of VVR statements are a little off. E.g. there is no misunderstanding problem with Tesla-style Cars vs 2wheelEVs. )

But it is rather obvious (independent of VVR) that there is something severely wrong with filings, share count and insider reports. Which as it justifies a SEC/court case. This is smelling and Mr. Fu obviously tried to profit in questionable style personally.
Question is, if there is really a big fraud going on beyond this violation, e.g. when the same company was bought twice for many millions (which I could not really follow and sort out so far), or even crime issues (which may be exaggerated drama from VVR), or most severe for share holders: The balance sheets could be mostly fictional - because the question arises: How can a company be so profitable at >30% margins even when key officers suck the company.
Are there really assets of ~227.60M in the company now - as reported?
When only a few millions are missing, and were lost to Mr. Fu by unethical practice, thats not so severe, and could perhaps be reversed. But if it is mostly a house of cards?]]> http://seekingalpha.com/article/262713/comments?source=feed#comment-1581202 1581202 They are planning new pumped-storage hydro-power stations. And very big ones in Norway between the fjords. and high-voltage direct current cables (just see HVDC was mentioned one comment above already). and general strengthening of the current net.
Huge US has rather small population density: cables may be rather expensive there indeed.]]> Sun, 10 Apr 2011 08:49:28 -0400 They are planning new pumped-storage hydro-power stations. And very big ones in Norway between the fjords. and high-voltage direct current cables (just see HVDC was mentioned one comment above already). and general strengthening of the current net.
Huge US has rather small population density: cables may be rather expensive there indeed.]]> http://seekingalpha.com/article/260883/comments?source=feed#comment-1581189 1581189 Thus not really a "loan" over time, but a rather direct this for that? just unhappy spelling? of course a chairman buying his own patent for millions is a little questionable, but it was declared in the filings.

Very strange indeed is that regarding ABAT's response Mr. Fu shall never have possessed more than those 9..10 Mio shares (which are reported in Yahoo's major shareholder tab), and also according to the insider transactions Mr. Fu only has purchased shares so far since 2004, and never sold. There is something inconsistent. the SEC should act.

I could not really follow so far, if ABAT likely purchased the same company twice. in ABAT's response there was an answer regarding similar names (with "ZQ"..) but indeed different firms?

(Huang = Wang? just chinese spelling issue?)

Core question still is: did/does ABAT really earn so much with this "normal" Li-Ion battery + 2WheelEV businesses - even if Mr. Fu tries to "earn" very much for himself in addition. Or is it a complete accounting fraud, so that the SEC and Chinese courts could never get back money which was potentially lost to Mr. Fu - because the current EPS & market cap is mostly just a house of cards?]]> Sun, 10 Apr 2011 08:34:33 -0400 Thus not really a "loan" over time, but a rather direct this for that? just unhappy spelling? of course a chairman buying his own patent for millions is a little questionable, but it was declared in the filings.

Very strange indeed is that regarding ABAT's response Mr. Fu shall never have possessed more than those 9..10 Mio shares (which are reported in Yahoo's major shareholder tab), and also according to the insider transactions Mr. Fu only has purchased shares so far since 2004, and never sold. There is something inconsistent. the SEC should act.

I could not really follow so far, if ABAT likely purchased the same company twice. in ABAT's response there was an answer regarding similar names (with "ZQ"..) but indeed different firms?

(Huang = Wang? just chinese spelling issue?)

Core question still is: did/does ABAT really earn so much with this "normal" Li-Ion battery + 2WheelEV businesses - even if Mr. Fu tries to "earn" very much for himself in addition. Or is it a complete accounting fraud, so that the SEC and Chinese courts could never get back money which was potentially lost to Mr. Fu - because the current EPS & market cap is mostly just a house of cards?]]> http://seekingalpha.com/article/261575/comments?source=feed#comment-1580142 1580142
SCLN: went up rather steep already. While I've still a 1y target of $5.5 I went flat for now. Plan for re-entering at better price and/or shortly before the next earnings which I expect to confirm the growth and undervaluation.

DENN: I'm still convinced this will remain a long-term dying brand never yielding dividends. They reduce shares in accordance with reducing assets and debt... Book-value to remain ever negative. EPS disappearing magically in accounting maneuvers and inflation. Pressure on US lower class wages and unemployment throughout ongoing globalization and automation. No international strategy. They try to go to students. I put DENN on my short radar for the next to years (which price would go up more, or upon certain news)

S: the little operating cashflow is not due to real Net Income. just due to deprecation tricks. They don't get out of margin pressure and negative EPS with DTE's unit in the hands of T. Profitable T will sqeeze S to the wall with killer prices at the low end in the months and years to come. T or VZ would not be allowed to buy S.
Only the cartel authorities could do something about that now. I prepare for short a soon as DTE to T transfer is official.

C: while they would earn well with linear prospects, there will be system pressure for capital increase and regulation to make the bank system more stable. Surprising things lurking in the balance sheets and the whole system due to government debts. Banks will face increasingly perfect competition today - exchangable products, rising interest rates... no long, no short

FLL: rethinking; N/A ]]> Sat, 09 Apr 2011 10:39:08 -0400
SCLN: went up rather steep already. While I've still a 1y target of $5.5 I went flat for now. Plan for re-entering at better price and/or shortly before the next earnings which I expect to confirm the growth and undervaluation.

DENN: I'm still convinced this will remain a long-term dying brand never yielding dividends. They reduce shares in accordance with reducing assets and debt... Book-value to remain ever negative. EPS disappearing magically in accounting maneuvers and inflation. Pressure on US lower class wages and unemployment throughout ongoing globalization and automation. No international strategy. They try to go to students. I put DENN on my short radar for the next to years (which price would go up more, or upon certain news)

S: the little operating cashflow is not due to real Net Income. just due to deprecation tricks. They don't get out of margin pressure and negative EPS with DTE's unit in the hands of T. Profitable T will sqeeze S to the wall with killer prices at the low end in the months and years to come. T or VZ would not be allowed to buy S.
Only the cartel authorities could do something about that now. I prepare for short a soon as DTE to T transfer is official.

C: while they would earn well with linear prospects, there will be system pressure for capital increase and regulation to make the bank system more stable. Surprising things lurking in the balance sheets and the whole system due to government debts. Banks will face increasingly perfect competition today - exchangable products, rising interest rates... no long, no short

FLL: rethinking; N/A ]]> http://seekingalpha.com/article/261575/comments?source=feed#comment-1571099 1571099
C is a bank. Average earnings chances are still and always threatened by insane balance sheets. Unless speedily growing global debt is balanced by significant taxes on adversely growing multi-millionaire fortunes, the next debt crisis just a matter of time. Banks are about gambling today.

S will be the underdog to balance the monopoly a little - like AMD to Intel.

DENN has insane balance sheet at weak margins. A low cap, no dividend, decreasing local brand, bread and butter business serving more to officers than share holders for the rest of its life.

FFL: questionable earnings estimates. Yet it may be a gambling small cap.]]> Tue, 05 Apr 2011 11:27:15 -0400
C is a bank. Average earnings chances are still and always threatened by insane balance sheets. Unless speedily growing global debt is balanced by significant taxes on adversely growing multi-millionaire fortunes, the next debt crisis just a matter of time. Banks are about gambling today.

S will be the underdog to balance the monopoly a little - like AMD to Intel.

DENN has insane balance sheet at weak margins. A low cap, no dividend, decreasing local brand, bread and butter business serving more to officers than share holders for the rest of its life.

FFL: questionable earnings estimates. Yet it may be a gambling small cap.]]> http://seekingalpha.com/article/260883/comments?source=feed#comment-1559784 1559784 Wed, 30 Mar 2011 12:32:29 -0400