大牛们来看看这几个老外对jcp的分析靠谱不。# Stock
L*a
1 楼
http://finance.yahoo.com/mbview/threadview/?&bn=3384ace9-a48c-3
94M shares bought today are by smart people. Not us.
Which is why I am baffled. One of them many Smart guy buys 1 to 2 Million
shares at $9.65 - and watches this go down to $8.88 right away. Smart guy
could have waited a day or two or more to buy lower.
I'll tell you what's happenin
Ullman may not be smart - but he's not that dumb either. Me thinks he's
gettin jerked around by GS - and obviously is the guy being thrown under the
bus.
I'll buy JCP next week. This is the same story playin out as SVU a few
months ago. SVU board was filled with BK posts and stock teetering down
under $2. Long story short - look at SVU today. I made a 3 bagger.
JCP will be a 3 bagger also - wait for the bottom.
GS has $2.2B loan into JCP. I believe GS itself funded most of today's $900M
secondary. Maybe brought in a few friends. Now GS controls the company.
I believe GS may have approached Ullman last week. And got a "No".
Conveniently, GS' research dept advises clients to by insurance (CDS)
against possible JCP BK ! The scared would definitely give GS more money for
protection !
Side benefit of making the research note public: Run on JCP stock ! And
panic.
Ullman stayed steadfast until yesterday morning. GS pulled the rug under him
by reaching out to the board directly. And hence the surprise evening
announcement.
GS's shorting desk is probably making money right now.
GS's CDS dept is selling insurance and makin money.
Make no mistake - in the long run - after the above two are accomplished -
GS will return this stock in the mid 20s.
Guys - running a dept store with solid brand recognition is not rocket
science. Even mediocre management can turn a profit. You can do it. I can do
it.
Having a succession of 3 bozos (Ullman, Johnson, Ullman) for CEOs was a "
GIFT" that GS seized.
94M shares bought today are by smart people. Not us.
Which is why I am baffled. One of them many Smart guy buys 1 to 2 Million
shares at $9.65 - and watches this go down to $8.88 right away. Smart guy
could have waited a day or two or more to buy lower.
I'll tell you what's happenin
Ullman may not be smart - but he's not that dumb either. Me thinks he's
gettin jerked around by GS - and obviously is the guy being thrown under the
bus.
I'll buy JCP next week. This is the same story playin out as SVU a few
months ago. SVU board was filled with BK posts and stock teetering down
under $2. Long story short - look at SVU today. I made a 3 bagger.
JCP will be a 3 bagger also - wait for the bottom.
GS has $2.2B loan into JCP. I believe GS itself funded most of today's $900M
secondary. Maybe brought in a few friends. Now GS controls the company.
I believe GS may have approached Ullman last week. And got a "No".
Conveniently, GS' research dept advises clients to by insurance (CDS)
against possible JCP BK ! The scared would definitely give GS more money for
protection !
Side benefit of making the research note public: Run on JCP stock ! And
panic.
Ullman stayed steadfast until yesterday morning. GS pulled the rug under him
by reaching out to the board directly. And hence the surprise evening
announcement.
GS's shorting desk is probably making money right now.
GS's CDS dept is selling insurance and makin money.
Make no mistake - in the long run - after the above two are accomplished -
GS will return this stock in the mid 20s.
Guys - running a dept store with solid brand recognition is not rocket
science. Even mediocre management can turn a profit. You can do it. I can do
it.
Having a succession of 3 bozos (Ullman, Johnson, Ullman) for CEOs was a "
GIFT" that GS seized.
