February Trading Thread - Page 4 - Business, Finances and Investing Forum

Thoughts on THQI? They took a beating after the last earnings report and putting a ton of capital into a crappy IP. Looks like they'll be cutting costs and dropping their less profitable IP's in favor of the major ones.

Granted, there is talk of delisting from NASDAQ, but maybe a reverse split could solve this? Take a look at their outstanding shares vs. market cap.

Still on the fence, haven't pulled the trigger yet.

Quote

02-07-2012 , 08:33 PM

#77

savant111

veteran

Join Date: Nov 2008 Posts: 3,101

Bought Deck (makers of uggs) today at 86.10.

Great rev and eps growth both qtrly and annually
Pretty balance sheet
Uggs is starting to make handbags and jackets
Retail stocks that are for women tend to be pretty resilient (e.g ulta, coach, ltd)
Uggs was the #4 stock searched for on google out of the whole blessed interwebs this holiday season.

The bare case is that warm weather will hurt sales and the brand is getting a bit played out. Both are BS imo spread by the short sellers. If you read a review for uggs on any site, it sounds like these buyers would sooner part with their boyfriends than their boots. Sounds like brand loyalty to me.

Quote

02-07-2012 , 08:38 PM

#78

savant111

veteran

Join Date: Nov 2008 Posts: 3,101

Also the warm weather thing has really kept the stock price down during the big rally. They report earnings in a few weeks, and I expect a lot of investors to find great value here and will want to pick some up.

Quote

02-07-2012 , 08:45 PM

#79

Xaston

Pooh-Bah

Join Date: Oct 2005 Posts: 4,529

Quote:

Originally Posted by savant111

Bought Deck (makers of uggs) today at 86.10.

Pretty balance sheet

What's so pretty about it, other than the lack of debt?

Quote

02-07-2012 , 10:49 PM

#80

ahnuld

Carpal \'Tunnel

Join Date: May 2005 Posts: 17,592

Quote:

Originally Posted by Larry Legend

Do tons of entry level financial jobs have people cold-calling businesses all the time to ask questions?

if you work as a sell side analyst or on the buy side in any capacity then yeah. entry level or not doesnt really change things. I coldcall ceos and cfos all the time. the bigger the company the lower down the foodchain you go. For a mega cap like anything over 10 billion id call IR. But if ive met the ceo/cfo and have their card im calling them directly.

Quote

02-07-2012 , 11:08 PM

#81

gna

adept

Join Date: Jul 2011 Posts: 773

thoughts on bhi?

Quote

02-08-2012 , 12:01 AM

#82

ludacris

Carpal \'Tunnel

Join Date: Jan 2007 Posts: 12,277

Quote:

Originally Posted by savant111

My friend's niece insisted on a $140 pair of Ugg gloves. My gf wears her Ugg slippers all the time and buys a new pair every year. I think they have staying power.

Quote

02-08-2012 , 01:19 AM

#83

savant111

veteran

Join Date: Nov 2008 Posts: 3,101

Quote:

Originally Posted by Xaston

What's so pretty about it, other than the lack of debt?

Fair enough: let's replace "pretty balance sheet" with almost 3:1 current assets/current liabilities.

Quote

02-08-2012 , 03:41 PM

#84

eeee

journeyman

Join Date: May 2009 Posts: 312

where will titn slow down?

Quote

02-08-2012 , 04:10 PM

#85

HyperionMark

adept

Join Date: Jul 2005 Posts: 1,017

anybody get in on CZR at an early price?

Quote

02-08-2012 , 04:22 PM

#86

savant111

veteran

Join Date: Nov 2008 Posts: 3,101

Quote:

Originally Posted by eeee

where will titn slow down?

mean price target is $32.

I could see it pulling back in the short term though after today's pop. I'd keep a close eye on tomorrows volume to see if it follows through. If it keeps going up to $30 or $31 I'd strongly consider taking profits.

Good news is your probably have support now at $26 if you want to wait it out.

Quote

02-08-2012 , 04:28 PM

#87

savant111

veteran

Join Date: Nov 2008 Posts: 3,101

Actually looking at the chart. It will prob meet resistance between $29-$30

Quote

02-08-2012 , 04:31 PM

#88

savant111

veteran

Join Date: Nov 2008 Posts: 3,101

Being that this is a gambling website, some of you might want to find a spot to short BVSN.
Looks like someone is running a pump and dump.

I def don't have the experience to know when a good spot would be to initiate the short or if it is a bad idea all together. But this stock is a LOCK to plummet eventually.

Any ideas?

Last edited by savant111; 02-08-2012 at 04:48 PM.

Quote

02-08-2012 , 05:24 PM

#89

cky23k

journeyman

Join Date: Apr 2008 Posts: 348

Quote:

Originally Posted by eeee

where will titn slow down?

Probably very soon.

Quote

02-08-2012 , 05:24 PM

#90

cky23k

journeyman

Join Date: Apr 2008 Posts: 348

Shorted XCO today and long HNT. These are both swing trades.

Quote

02-08-2012 , 05:37 PM

#91

JReezy

old hand

Join Date: Aug 2006 Posts: 1,343

Quote:

Originally Posted by savant111

Been following broadvision closely past couple weeks, insane rollercoaster. Really tough to get a borrow.

Quote

02-08-2012 , 05:43 PM

#92

Rant

old hand

Join Date: Oct 2006 Posts: 1,436

Any ideas on how to profit from high inflation in the next few years?

I'm looking for something that pays off big if inflation gets very high and it is fine if there's no payoff for modest or low inflation.

Quote

02-08-2012 , 06:01 PM

#93

frinxor

adept

Join Date: Dec 2006 Posts: 724

Quote:

Originally Posted by JReezy

Anyone playing groupon ahead of earnings?

Groupon down 10% afterhours after earnings - lost $43 mill for the quarter.
http://blogs.wsj.com/digits/2012/02/...call/?mod=e2tw

Quote

02-08-2012 , 06:13 PM

#94

cky23k

journeyman

Join Date: Apr 2008 Posts: 348

Quote:

Originally Posted by Rant

http://www.ibonds.info/About-I-Bonds...e-I-Bonds.aspx

Quote

02-08-2012 , 06:28 PM

#95

Rant

old hand

Join Date: Oct 2006 Posts: 1,436

I'm looking for something that pays off big if inflation goes over, for example, 5% or something like that. I would prefer something longer term (higher inflation required for pay-off is OK if the term is longer).

I basically want to bet that there is a lot of excess capital sitting around and that when confidence recovers there will be high inflation.

I want a high return in exchange for getting nothing if inflation stays low.

Quote

02-08-2012 , 06:37 PM

#96

twofingerted

banned

Join Date: Aug 2011 Posts: 673

Quote:

Originally Posted by Rant

Any commodity...except probably real estate.

Edit: and maybe nat gas

Quote

02-08-2012 , 07:15 PM

#97

savant111

veteran

Join Date: Nov 2008 Posts: 3,101

Quote:

Originally Posted by cky23k

Shorted XCO today and long HNT. These are both swing trades.

Nice charts, gl. I'll look into HNT myself. Please post more on here.

Quote

02-08-2012 , 07:31 PM

#98

highpsiguy

banned

Join Date: Sep 2007 Posts: 854

Quote:

Originally Posted by Rant

SU, TCK, POT, ABX, GG amongst many other commodity stocks...

I think oil gold and copper would benefit tremendously from said inflation, and food prices are basically a one way street higher.