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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: Already Priced for Dilution 
I told you guys. The announcement yesterday was a great
time to jump in to DRYS b/c people that don't
understand asset valuation sold and shorted DRYS.
Now that this news is out of...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
DryShips, Inc.
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tommyleesd2003 |
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18-Nov-09 12:22 pm |
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| 2. |
Already Priced for Dilution
DRYS was trading at 65% of book value (or close to
it) before the announcement of the convertible notes.
Folks, this stock was already priced for dilution.
It's not good to get...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
DryShips, Inc.
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tommyleesd2003 |
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17-Nov-09 04:51 pm |
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| 3. |
Overreaction
People that continued shorting DRYS on the news of
the convertible notes offering don't know what
they are doing. This stock was priced for dilutio
n...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
DryShips, Inc.
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tommyleesd2003 |
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17-Nov-09 04:27 pm |
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| 4. |
Re: My newest model says DRYS 20% undervalued
Hey look, guy, I get it. I'm a statistical-oriented
person. I've got an economics background and have
run a lot of these types of research studies. However,
your model does not...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
DryShips, Inc.
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tommyleesd2003 |
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16-Nov-09 09:40 am |
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| 5. |
Re: My newest model says DRYS 20% undervalued
I agree there is a lot of upside in this name, and
thanks for sharing your model. I like that type of
stuff and in premise, I like it. However, your model
does not factor in cash flows, debt...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
DryShips, Inc.
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tommyleesd2003 |
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15-Nov-09 09:34 pm |
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| 6. |
Re: i see DRYS at $14
The stock is already trading below its book value by
a substantial amount. Book value of DRYS is about
$10.50/share.
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
DryShips, Inc.
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tommyleesd2003 |
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12-Nov-09 09:56 am |
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| 7. |
Pennant Formation
Just look at the chart over the last couple of quarters
-- this is a classic pennant formation, and the recent
fundamental improvements in the shipping market, from
very depressed...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
DryShips, Inc.
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tommyleesd2003 |
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12-Nov-09 09:39 am |
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| 8. |
Re: Still Waiting
Are you nuts? #1 if you want to invest in a currency
with rising rates, go with the Australian Dollar.
#2 - Bernanke has been freaking out about deflation
nearly a...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
PowerShares DB US Dollar Index Bullish (UUP)
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tommyleesd2003 |
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25-Oct-09 03:57 pm |
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| 9. |
Easy Money
I bought this ETF a few weeks ago. This is the easiest
money I've ever made in the market. Does anyone
actually believe that oil was going to fall below
$65...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
United States 12 Month Oil
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tommyleesd2003 |
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15-Oct-09 05:41 pm |
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| 10. |
Re: Has anyone contacted GLD about the missing gold bars yet?
GLD has a 0.40% management fee that is well documented.
How do you think they get paid for it? I don't
own this ETF, so I don't know the ins and outs,
but it seems...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
streetTRACKS Gold Shares (GLD)
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tommyleesd2003 |
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11-Oct-09 10:04 pm |
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| 11. |
Re: SocQuim is no brainer
People need to understand that lithium is only about
a tenth of this company's business -- its crazy
to see an article boast a company b/c of one of its
smallest businesses, with none of the other...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Sociedad Quimica y Minera (SQM)
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tommyleesd2003 |
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11-Oct-09 09:52 pm |
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| 12. |
Re: What the fuck is wrong whit tis stock?
Look at the financial statements. They are horrific.
The company can't make dividend payments on its
preferred stock. Considering this, how can you get
excited...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GREENHUNTER ENERGY (GRH)
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tommyleesd2003 |
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5-Oct-09 07:20 pm |
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| 13. |
Re: Why target of $25
It's really tough putting a price target on this
company. There are substantial liquidity problems
with this company. It looks as though November 15
is a big deadline for this company and its...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GREENHUNTER ENERGY (GRH)
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tommyleesd2003 |
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4-Oct-09 05:53 pm |
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| 14. |
Re: Off Topic Post from the Wolf with Other Trades
The 10-year and 30-year are two of the most mispriced
assets in the marketplace. I get the deflation arguments,
but these are fixed income...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
United States Natural Gas
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tommyleesd2003 |
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30-Sep-09 09:55 pm |
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| 15. |
Re: SocQuim is no brainer
SQM's P/E ratios are high, but it has always traded
at a very high multiple. It was trading around a multiple
pushing 70x not too long ago. It's also expen
sive...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Sociedad Quimica y Minera (SQM)
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tommyleesd2003 |
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30-Sep-09 08:19 pm |
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| 16. |
Re: Pennant Formation
Betting on the Federal Reserve to implement policies
to strengthen the USD is going to lose investors a
lot of money. It's pretty outrageous what Bernanke
has done...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
United States Oil
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tommyleesd2003 |
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23-Sep-09 09:52 pm |
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| 17. |
Re: Pennant Formation
It depends on what way it breaks the pennant formation.
A fair amount of people believe the pennant formation
is biased toward bull markets. Even with today's
large move downward, it...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
United States Oil
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tommyleesd2003 |
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23-Sep-09 11:21 am |
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| 18. |
Pennant Formation
Take a look at the chart on oil -- there is a nice
little pennant formation that began its formation
around the beginning of June. A material, prolonged
move looks to be on the horizon.
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
United States Oil
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tommyleesd2003 |
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23-Sep-09 11:13 am |
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| 19. |
Re: Higher Highs, Lower Lows
Whoops, yes.
Business & Finance > Investments > ETFs (A to Z) > ETFs I >
iShares Silver Trust
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tommyleesd2003 |
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21-Sep-09 09:40 am |
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| 20. |
Higher Highs, Lower Lows
I sold my SLV (but still hold physical), but I really
like the way the chart looks for SLV. A good sign
of a bull market for a financial asset is making higher
highs and...
Business & Finance > Investments > ETFs (A to Z) > ETFs I >
iShares Silver Trust
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tommyleesd2003 |
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21-Sep-09 09:26 am |
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