L*******a 发帖数: 293 | 1 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. |
S**Y 发帖数: 1710 | 2 After reading this I decide to all in long on this bitch.
Fuck the cream out of her with the help of GS
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【在 L*******a 的大作中提到】 : 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
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E*********r 发帖数: 4984 | 3 分析得很好! 我相信GS在大量吸筹,所以它不断打压JCP的股价,下8的话,我AllIn |
l*****u 发帖数: 12114 | 4 JCP破产是不可能的,翻身是一定的,就是个时机问题。我就是觉得大家为什么为了点
利润去接电锯。
【在 E*********r 的大作中提到】 : 分析得很好! 我相信GS在大量吸筹,所以它不断打压JCP的股价,下8的话,我AllIn
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S**Y 发帖数: 1710 | 5
如果GS是在这么乱搞吸筹
反弹可能一天就是20%,连续3天完成了。散户估计不会有上车机会。
【在 l*****u 的大作中提到】 : JCP破产是不可能的,翻身是一定的,就是个时机问题。我就是觉得大家为什么为了点 : 利润去接电锯。
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