1) Despite an enormous rally, it’s my sense sentiment is still neutral and many remain underinvested 2) The actions out of Japan’s central bank cannot be underestimated. The yen devaluation is an enormous tailwind for risk assets 3) US bond yields haven’t budged much despite all the money printing and a roaring stock market. This [...]
December 26, 2012
My top ten market predictions for 2013
In the spirit of other top ten lists of market predictions and surprises, I decided to come up with my own. Here it goes: 10. The US economy surprises to the upside, led by domestic energy production and a renewed surge in housing 9. Given booming US oil production, the price of oil drops toward [...]
August 20, 2012
Love this Forbes article re: Cornerstone onDemand (CSOD)
Click here for this well written article on Cornerstone by Josh Bersin –one of the top authorities on the talent management space..
July 18, 2012
Odyssey Marine (OMEX, $3.91) nails (partially for now) the Gairsoppa
Odyssey confirmed the first load of cargo from the Gairsoppa recovery, pulling up 1.4mm troy ounces of silver bullion. While it’s not the targeted 7mm ounces, the co did confirm that they are only partially complete with the recovery and are heading back to the site following crew change etc. It’s very tempting to use [...]
July 11, 2012
Odyssey Marine (OMEX, $3.71): Thoughts on latest short interest data
The latest short interest data was just reported (as of 6/29/12) and it showed a slight decrease from 15mm to 14.6mm shares. This data confirms the notion that the recent large up move from sub $3.00 to current levels was in fact attributed to fresh longs and not due to a lot of short covering. [...]
July 10, 2012
Odyssey Marine Exploration ($3.82), A multi-year bull market in the making
For the first time in years, the balance of power in OMEX’s stock has shifted to the longs. At the time of my initial write-up http://seekingalpha.com/article/285488-s-p-downgrades-usa-buy-odyssey-marine-exploration (8/11/11, $2.48), the short interest stood at 11.4mm shares out of approx. 74mm. At the time of my last write-up, http://www.lightseedvc.com/?p=46 (5/23/12, $2.68) the short interest had increased to [...]
May 23, 2012
Odyssey Marine Exploration (OMEX, $2.68) -Top reasons to be long right now!
I’ve articulated many reasons why I think OMEX will prove to enrich long-term shareholders; however the short-term setup is too compelling to ignore. Top reasons are: 1) HMS Victory shipwreck work in the English Channel ALREADY underway. Deal with UK in place. Most bears have argued this recovery would never happen; well the shorts better check [...]
May 21, 2012
Odyssey Marine: Archeological support in the UK is building for the Victory excavation
This article appeared in today’s UK Times. Margaret Rule is a highly regarded UK archeologist with considerable influence….
May 14, 2012
Cornerstone OnDemand (CSOD): One of the fastest growing companies in all of technology and now dirt-cheap!!
Cornerstone, a cloud based provider of human capital management software reported a huge upside beat to q1 bookings estimates. CSOD reported bookings of +67% vs street expectations of +40%, and showed 52% revenue growth yoy. One of the most bullish calls I have listened to in a while, I would encourage everyone to listen to [...]
May 13, 2012
Odyssey Link
Here’s a link to a writeup I did last year on the merits of Odyssey Marine Exploration (OMEX)
- Top 10 reasons why the US stock market melt-up will continue
- My top ten market predictions for 2013
- Love this Forbes article re: Cornerstone onDemand (CSOD)
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April 10, 2013
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