Search results

Hempton was on CNBC talking about HLF. He had similar points that I did in this journal, if the ponzi short case rests on FTC action its not a good short. He mentioned the cashflows of the company, I'm worried about that but even more so about its PEG ratio, this will just draw investors like...

This is straight off the FOMC minutes "Several thought it important to begin a program of asset sales in the near future to ensure that the Federal Reserve's balance sheet shrinks more quickly and in a more predictable manner than could be achieved solely by redeeming maturing securities and...

LPH seems to be still halted but the Level 2 shows some quoting going on, not sure what is up with that

In my experience people will always find 'reasons' to buy the stock. When they get oversold a ton it's just a matter of time till the optimists jump in and the stock runs out of sellers. Then the stock is in 'strong hands' bad news stop mattering and its hard to get the stock down for a while...

There seems to be some confusion in the media about the "Several" part. I believe the FOMC minutes refer to the entire FOMC lineup (voting or not) and Several means usually 4-5 people. This is essentially a few hawks like Fisher, Lacker, Bullard and some others voicing their concerns about the...

http://thompsonburton.com/mlmattorney/2013/01/01/herbalife-why-i-made-it-a-35-position-after-the-bill-ackman-bear-raid/

"Lawrence McDonald Today's Fed Minutes are reminiscent of the 1994 Preemptive move by the central bank, you never know how quickly they may change course" I don't necessarily buy that this will happen but the market might. I shorted some SPY and I'm ready to buy Fed futures if people's...

I agree

How often does the SEC shutdown frauds quickly? If they get this one I will consider myself unlucky. Usually it takes months, FSIN was a total fraud and got bought out

When I say near-term catalyst I refer to something other than the momentum selling. Often these stocks will continue to go lower, perhaps much lower even though there is new info out about the company. That is fine, when the bounce comes it's usually very significant Usually the more scared...

LPH has the risk of SEC halt and ban. But the SEC is slow on these things, will probably take months for them to do anything about it meanwhile the chinese and their criminal network will try to get the stock up

I ended up making a bit on the HLF bounce. I'm now long LPH, same thesis When everybody and their mothers are shorting a stock and the stock is down huge on long-term thesis its often a good idea to buy, it doesn't matter how worthless the stock is, it will find buyers and shorts will cover as...

Buy one from Asus, Toshiba or Apple. Do not buy HP. http://www.squaretrade.com/htm/pdf/SquareTrade_laptop_reliability_1109.pdf

What did you do on December 21

As expected both parties tried to look as crazy as possible in order to gain leverage, when the moment of truth came they both blinked and now a deal is likely. My analysis was far better than my trading though, didn't really profit from this

This article says things alone the lines that I'm saying. The biggest bang for the buck comes from having an SSD with SATA 2, SATA 3 improvements are modest 4KB random writes are almost the same whether you use SATA 2 or 3 (except for OCZ, which is a POS brand anyway) and I believe this is the...

Dude, there is no disagreement that SSDs rock, I'm simply saying that for most people 90% of the jump in performance will come within the SATA 2 capabilities and a SATA 3 will be a waste. This might change in a few years but right now I just can't see how this is not right. It's not often that...

Most laptops dont have sata 3(even in the US) and at least in my country most desktops don't have it either as SSDs are super expensive

From what I've read not just most SSDs don't reach 600Mbs but also most of the work of the OS and programs are done in small and medium files which don't reach those kinds of speeds. Sata II seem to be enough for the vast majority of people unless they need to move huge files on a daily basis...

http://seekingalpha.com/article/1080991-the-short-case-for-new-york-times-co NYT is a nice potential short