January 1, 2018

Too Much of a Klusterfuk

Every once in a while a stock simply goes into the “too hard pile,” which creates opportunities. Honestly, I don’t blame investors for sometimes giving up on the analytical side. I mean, Teekay Offshore Partners (TOO – USA) really is a klusterfuk for the ages. It was meant as a drop-down Ponzi vehicle (I wrote about those 2 years ago as the whole MLP ... Read More
Categories: Investments
Positions Mentioned: TOO
December 20, 2017

Xmass Comes Early From OCC

# Two months back, I clearly made my case for why Tesla (TSLA – USA) will eventually implode. Of course, the timing of that implosion is difficult to guess at—hence my use of a bear put spread. Now, thanks to OCC, I can go out much further in time. While, I suspect that TSLA’s share price is much lower by January 2019, by January ... Read More
Categories: Investments
Positions Mentioned: JYNT, AIM CN, TSLA
November 10, 2017

Most Canadian PM’s Have Crappy AIM

I previously wrote about Aimia here and here. Sorry in advance for all the numbers but it’s necessary… So, earnings came out Wednesday night and I quickly read through for a few key segments of interest to me (redemptions, card spend, cash build, PLM) and within a few minutes, I was celebrating with a bottle of tequila.   For a quick backstory, AIM has been in the ... Read More
Categories: Investments
Positions Mentioned: AIM CN
November 2, 2017

Fix Hellas

To see part 1, click here To see part 2, click here No economy can recover without a functioning banking system. Greece’s banks have been in chaos for nearly a decade, during which time roughly 45% of all deposits fled overseas, forcing the need for over 120 billion Euros of Emergency Liquidity Assistance (ELA) from the ECB while new loan issuance ground to a ... Read More
Categories: Travels
Positions Mentioned: TPEIR, ALPHA
October 31, 2017

When Will The Tesla Stock Promote Finally Fail???

The history of industry leading consumer tech products has not been kind to investors who overstay their welcome. You need look no further than all the hundreds of notable recent failures, to realize that these companies almost always flame out. The list below (in no particular order) is a nice trip down memory lane of former favorites, that are now either bankrupt or shells ... Read More
Categories: Investments
Positions Mentioned: none
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