Wednesday, September 12, 2018

Remembering September 11, 2001: Christopher M. Panatier Obituary

Remembering September 11, 2001: Christopher M. Panatier Obituary: An Adventurous Spirit Christopher Panatier embraced his spirit of adventure and determination at an early age. At 3, he clambered behind the ...

Thursday, August 30, 2018

Titan Machinery Reports Q2: Negative Operational Cash Flow for FY2019 6 Months (an $80 million decline)


Titan Machinery Fy2019 Q2 Operating Cash Flow declines 50% from FY2018 Q2
Titan Machinery reported negative operational cash flow for 
FY2019 6 months for period ending July 31,2018.  For 6 months ending July 31,2018 Operational Cash flow declined from positive $66 million in FY2017 6 months to a negative ($14 million) for FY2019 6 months.

Titan Machinery Q2 Current Liabilities Skyrockets 150%
Titan Machinery (NASDAQ: TITN) current liabilities for period ending July 31, 2018 increased from $328 million to $480 million, a 150% increase since January 31,2018. 
Tax Rate for FY2019 Q2 was 21% vs 35% for Q2 Fy2018 

Friday, June 8, 2018


Wednesday, August 22, 2018

Wall St. Confidential: Cramer Explains Shorting

If you're going to short a stock, buy put options and don't short the common stock---Jim Cramer, TheStreet

Wednesday, July 18, 2018

Hedgeye Shines Light on Farm Machinery & Equipment MFG


One of the top research firms on Wall Street is Hedgeye.
Yesterday on twitter a post by Jay Van Sciver included charts referencing Farm Machinery Equipment Manufacturers, John Deere Equipment Sales Price Realizations and Dealer Inventories.



HEDGEYE China Warning in 2017




Equities Research is Bearish the third party CNHI retailer Titan Machinery (NASDAQ: TITN).
Titan has seen annual sales fall from $2.2 Billion to $1.2 Billion in 4 years and the company has lost over $130 million (aggregate) over that period. Titan has seen 6 directors resign including its co-founder who suddenly resigned as president after suspicious trading was done in the stock prior to a new release. 
Titan trades at over $15 a share with a $350 million market capitalization and the company is at RISK of defaulting on the Wells Fargo Indenture due May 1, 2019.
To Read the Titan Machinery Red Flags see links below. 

Titan Machinery Files 10Q Sending Stock to New YTD Low