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  • The Science of Hitting 2012-08-25 10:32
    Cogitator99 : What's the story in SPLS? I saw the large drop but I haven't been following closely. I bought CSCO (before the run-up) because it was selling at 5x SPLS is an interesting story that I think is misunderstood by the investment community; take a look at my value contest submission, and I would be happy to discuss it further. I looked at GM as well (once Einhorn took a stake), but am still uncomfortable with the pension - with that being said, it certainly looks cheap on a ...
  • The Science of Hitting 2012-08-22 14:27
    Cogitator99 : Yeah, I was lucky enough to buy at an average of $20, so it's up a bit. But we shouldn't kid ourselves; those gains can disappear overnight. Haha. I Yeah, the volatility doesn't appear to be dissipating, so I'm just trying to stay level headed on JCP at this point... Beyond that, focusing a lot on SPLS; want to make sure I don't miss anything in the industry - for fear that I might get scared out of what I believe to be a solid investment, particularly at the current v ...
  • The Science of Hitting 2012-08-21 06:07
    Cogitator99 : I agree. I don't normally invest in turnarounds, but I thought this had as good a chance as any, since you had great management come in and a great in Very insightful commentary right there, which I agree with 100%. The one thing most people aren't willing to give is time - and I'm starting to find most of my good investments (or what I believe to be) come in the form of near term pain but with a clear catalyst on the other side - most people aren't willing to wait for the othe ...
  • The Science of Hitting 2012-08-20 15:35
    Cogitator99 : Sorry for the late reply, didn't log-in for a while. Thought it was okay. If you were to believe all the negative press, it sounded like JCP was goi Yeah the analysts did a great job yet again - predicting the company's impending doom without taking the time to look at the balance sheet or the cash flow statement; as usual, watching CNBC is a big headwind to intelligent investing. In regards to the PR blunder and misinformation, I think they should simply ignore the an ...
  • The Science of Hitting 2012-08-13 15:52
    Cogitator99: Hey Science, what did you think of the latest Q?
    Hey Cogitator,

    It was about what I expected (was looking for a -20 to -25% comp); clarification on some balance sheet items was helpful. Besides that, everything is coming along nicely. What did you think?

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