CM001’s Activity

Today

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CM001 posted to the Deranged Monkey Criticism board. 1 hour ago

Is it time to short retail?

Today GAP comps were weak and the stock is down

http://www.streetinsider.com/Management+Comments/Gap,+Inc.+%...

and [more]

Yesterday

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CM001 replied to the Retire Early CampFIRE board. 11:36 PM

Re: Sarah Palin says now is the time ...........

You demonstrate clearly how left wing peoples' brains are wired differently.

No you are wrong. I have always asked for stronger enforcement of immigration laws. My point is while GOP and conservatives talk about impractical, [more]

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CM001 replied to the Political Asylum board. 9:13 PM

Re: Obama's priorities for America

The reason (one reason, anyway) there's an influx of child-immigrants right now is because they're the one kind of illegal immigrant the U.S. system is relatively lenient towards.

Well I thought Obama created that loophole. Is that [more]

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CM001 replied to the Deranged Monkey Criticism board. 3:47 PM

Re: Added to

buying gold, slv call options

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CM001 replied to the Retire Early CampFIRE board. 12:03 AM

Re: Sarah Palin says now is the time ...........

Credible citation, please.

Obama reduced the penalties and fines on employers who hire illegal immigrants by 40%. Not a single republican cried foul or attacked Obama for encouraging illegal immigration.

The Chicken hawk [more]

Wed Jul 9

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CM001 replied to the Retire Early CampFIRE board. 8:22 PM

Re: Sarah Palin says now is the time ...........

Of course not. He wants to destroy America from within. This is all part of his plan. Open borders. No American culture.....destroy it.... America is the problem according to him.

Damn Obama. The illegal immigrants started coming into [more]

Tue Jul 8

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CM001 replied to the Retire Early CampFIRE board. 8:26 PM

Re: Sarah Palin says now is the time ..............

Opening our borders to a flood of illegal immigrants is deliberate

I hope GOP has the conviction to push this issue all the way. While hold the president for a secure border, we need to enact strict laws, severe punishment to anyone [more]

Mon Jul 7

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CM001 replied to the Value Hounds board. 1:20 AM

Re: Soda Bubbling?

In a business that has a degree of predictability and sound prospects? Yes

Assuming there is a degree of predictability and growth prospects, what are they? I mean what are your expectations?

The consensus according to zacks [more]

Sun Jul 6

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CM001 posted to the Ebix Inc. board. 6:37 PM

EBIX some random thoughts

On June 4th, on 4.75M volume (Avg vol is 300 to 350 K) dropped by $2. In fact the price started declining few days earlier from May 22nd high of $17.12. The latest short interest shows the short interest increased by 2 million shares for the period [more]

Fri Jul 4

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CM001 replied to the Macro Economic Trends and Risks board. 6:04 PM

Re: Kansas Tax cut Failures study

There are over 175 exemption to sales tax in the state.

These are the efforts of lobbying and politicians belief that will make them look good in the eyes of their constituents.

IMO, exemptions should be rare and used for [more]

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CM001 posted to the Macro Economic Trends and Risks board. 3:37 PM

Kansas Tax cut Failures study

Thanks to ritholtz blog, http://www.ritholtz.com/blog/2014/07/10-july-fourth-reads-2/..., I found the below articles that discuss about the failures of Kansan state tax cuts, [more]

Thu Jul 3

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CM001 replied to the Deranged Monkey Criticism board. 5:18 PM

Re: S+P calls

If the market sells off in July, I'll probably do it again for Aug.

Holding on to Aug 200 calls; SP500@ 200 is going to either cause psychological sell off or it is going up by another 3 to 5% pretty quickly.

Anyways, it is [more]

Wed Jul 2

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CM001 replied to the Real Estate Inv. Trusts: REITs board. 10:40 PM

Re: Pick One Exercise

I have a buy order in for VNRBP at par

Did you see the price action today? I am seeing a pattern of few shares going at much higher price. Perhaps I should put all my preferred's for much higher price :)

I am actually taking [more]

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CM001 replied to the Deranged Monkey Criticism board. 2:16 PM

Re: First of the month

I am seeing many stocks with 20+ p/e ratios for companies growing earnings at 7-8%, not cheap on a FCF basis either.

If the interest rates are low, and going to be low, don't you think the PE has to go up?

This is a point [more]

Mon Jun 30

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CM001 replied to the Value Hounds board. 6:43 PM

Re: Linn deal

Find below the entire Wells Fargo note and the highlighted portion talks about the mild overpaying by Linn Energy. Note this release is from DVN point of view. Hence if DVN received slightly higher proceeds than expected means Linn slightly overpaid. [more]

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CM001 replied to the Value Hounds board. 4:21 PM

Re: Linn deal

Price was cheap on a reserve basis, in line with the Powder River and Hugoton buys.

Well Fargo in a note says Linn Energy overpaid. The details are..

[more]

Sun Jun 29

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CM001 posted to the Deranged Monkey Criticism board. 12:48 AM

Staples - SPLS

May 19 13.39
Jun 29 10.75

41 days -> 19.7% down

Fri Jun 27

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CM001 replied to the Deranged Monkey Criticism board. 10:44 PM

Re: Poll: Did you learn anything in college?

I think the people who answer no to this question, by and large, did not major in engineering or hard sciences.

Interesting observation. Pretty much I had observed the same and had a conversation with my kid (high school) about the [more]

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CM001 replied to the Real Estate Inv. Trusts: REITs board. 10:29 PM

Re: MILL-D

but should also by being able to effectively refinance into much lower credit costs.
...
This opportunity, the preferred not the common, I would classify is above average reward for average risk.
...
In order to get $275 a year
[more]

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CM001 replied to the Retire Early CampFIRE board. 8:12 PM

Re: Immunity for Lyin' Lerner?

Give me a slant board, a towel, 5 gallons of water, a dark room, and 22 minutes

You will torture someone over your partisan belief? Shame on you. Where is your sense of decency? This got 10 rec's. Shame on all those who rec'd. [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 4623
Recs Received 4852
People who have rec'd these posts 1153
Recs to Posts Ratio (last 30 days) 14.50
Threads Started 749
Threads Started Percentage 16.20 %
Most Frequent Board Deranged Monkey Criticism
Very First Post A HGS: Select Comfort post. (8/13/2004)
Percentage of Posts Rec'd 38.37 %
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