Stone Fox Capital
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Stone Fox Capital
$VELT remains down $1.4 after Q1 earnings though DSO issue resolved. Major upside remains. - View all 0 replies
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Stone Fox Capital
$P back above the 200ema. Guess volume losses are better than a small loss. Should be great for $YELP and $ANGI. - View all 0 replies
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Stone Fox Capital
Nice bounce on the 200ema. Probably get a very over sold rally. - View all 0 replies
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Stone Fox Capital
Unfortunately guidance is weak for Q2. Loss per share to grow over Q1. Don't like companies that lose more with revenue growth. - View all 0 replies
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Stone Fox Capital
At least the loss at $JIVE was smaller. Interesting stock, but hard to grasp the valuation at over 10x sales with no profits. - View all 0 replies
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Josh Krause: German factory orders came in strong and the election news was digested. Back to your previously scheduled BTFDathon.
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Stone Fox Capital
Typical over reaction on the jobs report to blowout all the stops. With revisions, jobs gains were better than expected. - View all 3 replies
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Stone Fox Capital: Nobody said it was rosy. Its just better than the experts are reporting. How do you ignore 66K in private sector revisions? -
lfpdinc: 500,000 quit looking for jobs,....the past month, they fell off the unemployment #'s imo...this is what the market is starting to focus on
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Stone Fox Capital
$HIG, $LNC, $NIHD all trade below book value. Couldn't sell them at a flea market. - View all 0 replies
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Stone Fox Capital
By one estimate $OCZ now trades at 3.5x forward earnings. Will $YELP even make money, ever? - View all 4 replies
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Stone Fox Capital
At some point value stocks will be back in vogue... its 2000 all over again with $YELP, $Z, $FB - View all 2 replies
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Noreika: Yep, it seems that way. I'm thinking of playing with some bubbles. What the heck. -
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Stone Fox Capital
Time to fear the irrelevant BLS jobs report on Friday. Lets just throw away the other 100 data points, focus on rigged up govt report. - View all 0 replies
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Stone Fox Capital
Market is back to 2000 mentality. Valuation is irrelevant, momentum rules. $AMZN is case in point. Nice beat, earnings too small though. - View all 3 replies
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Andrew Shapiro: Read the 10-Q The $AMZN beat comes entirely from mark-up on LivingSocial equity interest.
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Stone Fox Capital
wow...Spain is only 2% above the epic lows in 2009. Some countries don't learn from mistakes. - View all 0 replies
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Stone Fox Capital
March Leading Indicators continue to point towards a strong economy down the road. - View all 0 replies
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John Rayhall: investors. Still I mean under 20 maybe closer to 18 I would def prob start 1/4 of a position. MKT dicey right now though -
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Stone Fox Capital
$URI time utilization was 62.3%, a Q1 record. This is with a 16.2% increase in fleet size. - View all 0 replies
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Stone Fox Capital
Another blowout report for $URI. .36 vs .06. Equip rental demand remains strong. $TEX. - View all 0 replies
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Stone Fox Capital
Nice rebound in $AAPL. Wonder what happened to the bear case from this morning? Up 18 pts now. - View all 3 replies
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OneLongTrade: In a general technical sense, the case remains until AAPL retakes its all time highs, but the bounce here is definitely warranted. -
OneLongTrade: I must have posted it 10 different times yesterday that $579 is a tradeable short term bottom. Earnings will dictate the next leg though.
