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THE NEXT BIG TRADE IDEA™: $MWW A MONSTER AWAKENING? $MCP - 7/16/13

Monday, July 15, 2013 18:55

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LONG/SHORT EQUITY TRADING:
WHERE TECHNICALS MEET FUNDAMENTALS

$10.00 Per Edition http://www.tinyurl.com/tnbti

THE NEXT BIG TRADE IDEA™

A JOHN CHALEKSON NEWSLETTER

$MWW

TNBTI 7/16/13

THE NEXT BIG TRADE IDEA™: $MWW A MONSTER AWAKENING? $MCP - 7/15/16

$MWW $5.55 GOING INTO EARNINGS (JULY 29 LINK) . SHARES APPEAR TO BE UNDERVALUED COMPARED TO ITS COMPETITORS. EXPECTED TO MAKE $.10 PER SHARE.

ALTHOUGH WE DON’T LIKE THE BALANCE SHEET AT ALL, WE FEEL IT HAS TURNED THE CORNER AND WILL PRODUCE UNEXPECTED EARNING RESULTS (LINK). LINKEDIN $LNKD CURRENTLY IS VALUED AT NEARLY 20 TIMES THE VALUE OF $MWW SHARES.

THERE MAY BE SOME SORT OF AN INSTITUTIONAL IMPERATIVE NOT SHORT LNKD, BECAUSE I HAPPEN TO LIKE AND USE THEIR SERVICES. LNKD MAY STILL BE A CANDIDATE FOR A SHORT SELLING POSITION, DESPITE IT BEING A VERY GOOD PRODUCT AND PIONEER IN THE SPACE. WHY DOESN’T FACEBOOK $FB PURCHASE THE COMPANY?

Direct Competitor Comparison

	LNKD	FB	PVT1	MWW	Industry
Market Cap:	22.07B	62.65B	N/A	643.28M	169.25M
Employees:	3,779	4,900	N/A	5,000	462.00
Qtrly Rev Growth (yoy):	0.72	0.38	N/A	-0.09	0.18
Revenue (ttm):	1.11B	5.49B	N/A	868.63M	135.16M
Gross Margin (ttm):	0.87	0.73	N/A	0.55	0.59
EBITDA (ttm):	149.47M	1.31B	N/A	135.55M	9.67M
Operating Margin (ttm):	0.06	0.10	N/A	0.08	0.04
Net Income (ttm):	39.24M	112.00M	N/A	55.93M	N/A
EPS (ttm):	0.26	0.05	N/A	-2.31	0.05
P/E (ttm):	775.04	563.26	N/A	N/A	29.05
PEG (5 yr expected):	2.05	1.55	N/A	1.20	1.58
P/S (ttm):	19.91	11.41	N/A	0.74	3.49

FB = Facebook, Inc.

Pvt1 = Jigsaw Data Corporation (privately held)

MWW = Monster Worldwide, Inc.

Industry = Internet Information Providers

$MCP

TNBTI 7/16/13

MCP 6.90 SHORT INTEREST 38%.

$MCP GOING INTO EARNINGS AUGUST 8TH (LINK) SHARES OFFER UPSIDE.

Due to the market domination by China, there has been a drive in the U.S. to reopen some closed mines in the United States. Molycorp Minerals and Rare Element Resources are two of the premiere U.S. companies trying to do just this. However, the issue still remains that China is the only country with the facilities necessary for final processing of the mined material. China’s stronghold over the market and cut in exports has been directly reflected on the stock value of rare earth metals. READ MORE (LINK)

Details

Index Membership:	N/A
Sector:	Basic Materials
Industry:	Industrial Metals & Minerals
Full Time Employees:	2,700

Business Summary

Molycorp, Inc. produces and sells rare earth and rare metal materials in the United States and internationally. The company’s Resources segment extracts rare earth minerals, including rare earth concentrates; rare earth oxides (REO), such as lanthanum, cerium, neodymium, praseodymium, and yttrium; heavy rare earth concentrates, which include samarium, europium, gadolinium, terbium, dysprosium, and others; and SorbX, a line of proprietary rare earth-based water treatment products. This segment’s products are used in oil refinery catalyst, glass polishing, automotive, water purification, and energy efficiency lighting applications. This segment also owns and operates the Molycorp Mountain Pass facility, an open-pit mine containing rare earth elements deposits in San Bernardino County, California. Its Chemicals and Oxides segment produces REO, salts of rare earth elements, zirconium-based engineered materials, and mixed rare earth/zirconium oxides for various applications, such as catalytic converters, computers, television display panels, optical lenses, mobile phones, electronic chips, and others. The company’s Magnetic Materials and Alloys segment produces Neo Powders for use in micro motors, precision motors, sensors, and other applications; and neodymium and samarium magnet alloys, other specialty alloy products, and rare earth metals for use in computing, automotive, aerospace, health care, industrial motors, wind power generation, defense technologies, battery technologies, consumer electronics, and home appliance markets. Its Rare Metals segment produces, reclaims, refines, and markets gallium, indium, rhenium, tantalum, and niobium for use in wireless technology, light-emitting diode, flat panel display, turbine, solar, catalyst, steel additive, electronics, and other applications. The company sells its products directly to customers, as well as through distributors. Molycorp, Inc. was founded in 2010 and is headquartered in Greenwood Village, Colorado.

Key Statistics

MCP’S BALANCE SHEET (LINK)
MCP’S KEY STATISTICS (LINK)

Major Holders

Get Major Holders for:

Breakdown

% of Shares Held by All Insider and 5% Owners:	24%
% of Shares Held by Institutional & Mutual Fund Owners:	45%
% of Float Held by Institutional & Mutual Fund Owners:	59%
Number of Institutions Holding Shares:	216

Major Direct Holders (Forms 3 & 4)

Holder	Shares	Reported
MOLIBDENOS Y METALES S.A.	32,050,700	Jan 29, 2013
BHAPPU ROSS R.	N/A	Aug 21, 2012
SMITH MARK A.	849,318	Nov 18, 2012
KARAYANNOPOULOS CONSTANTINE	217,455	May 12, 2013
ASHBURN JOHN F. JR.	189,252	Nov 18, 2012

Top Institutional Holders

Holder	Shares	% Out	Value*	Reported
RCF Management LLC	16,343,863	8.67	84,988,087	Mar 31, 2013
Wellington Management Company, LLP	6,888,670	3.65	35,821,084	Mar 31, 2013
Vanguard Group, Inc. (The)	6,665,054	3.53	34,658,280	Mar 31, 2013
State Street Corporation	4,354,959	2.31	22,645,786	Mar 31, 2013
Massachusetts Financial Services Co.	3,067,690	1.63	15,951,988	Mar 31, 2013
Blue Ridge Capital LLC	2,864,700	1.52	14,896,440	Mar 31, 2013
BlackRock Institutional Trust Company, N.A.	2,678,701	1.42	13,929,245	Mar 31, 2013
Tocqueville Asset Management, L.P.	2,662,200	1.41	13,843,440	Mar 31, 2013
WHV Investment Management, Inc.	2,629,000	1.39	13,670,800	Mar 31, 2013
Linden Advisors LP	1,976,014	1.05	10,275,272	Mar 31, 2013

Top Mutual Fund Holders

Holder	Shares	% Out	Value*	Reported
SPDR (R) Ser Tr-SPDR (R) S&P (R) Metals & Mining ETF	3,688,896	1.96	24,236,046	May 31, 2013
Tocqueville Delafield Fund, Inc.	2,050,000	1.09	10,660,000	Mar 31, 2013
Vanguard Total Stock Market Index Fund	1,813,642	0.96	9,430,938	Mar 31, 2013
Vanguard Small-Cap Index Fund	1,702,474	0.90	8,852,864	Mar 31, 2013
MFS New Discovery Fund	1,575,780	0.84	9,675,289	Feb 28, 2013
Vanguard Capital Value Fund	1,305,670	0.69	6,789,484	Mar 31, 2013
Market Vectors ETF Tr-Rare Earth/Strategic Metals ETF	1,188,527	0.63	7,808,622	May 31, 2013
Hartford Capital Appreciation HLS Fund, Inc.	1,096,090	0.58	7,201,311	May 31, 2013
Vanguard Extended Market Index Fund	1,067,475	0.57	5,550,870	Mar 31, 2013
Royce Opportunity Fund	1,001,000	0.53	5,205,200	Mar 31, 2013

View Transactions for Insiders & Institutional Holders

Value shown is computed using the security’s price on the report date given.

Currency in USD.

BE SURE TO CHECK OUT THESE PREVIOUS EDITION(S):

LINK: THE NEXT BIG TRADE IDEA™: $BBRY MAY ‘$LEAP’ – $RSH $JCP $SHLD $BKS $NFLX 7/15/13

LINK: THE NEXT BIG TRADE IDEA™: $ANV $ACI $PCLN $OWW 7/10/13

LINK: THE NEXT BIG TRADE IDEA™: $SWC $10.68 – STILLWATER MINING – PALLADIUM 7/7/13

LINK: THE NEXT BIG TRADE IDEA™: $CRAY VS. $AAPL 7/6/13

COMMENTARY & NOTES

“IN THE SHORT TERM, THE MARKET IS LIKE A VOTING MACHINE. IN THE LONG TERM IT IS A WEIGHING MACHINE.”

THANK YOU TO ALL OF THE NEW SUBSCRIBERS AND BE SURE TO FORWARD THIS TO A FRIEND. HTTP://WWW.TINYURL.COM/TNBTI

THE NEXT BIG TRADE IDEA™: http://sTks.co/pIcs

THE 25K MODEL PORTFOLIO™
KEY POSITION ADDITIONS & CHANGES:

NO OTHER CHARTS OR SNAPSHOTS INCLUDED

LINKS:
TEMPORARILY DISABLED. NOBODY SEEMS TO CLICK ON THE LINKS.

NTE 6.75 – AT INFLECTION POINT. 10% HOLDERS ANYONE?
SWC- 11.42 DOWN A TAD, PALLADIUM SHORT SELLERS.
ONXX – 131 LOSING SOME STEAM?
SSRI – 6.50 STILL VERY CHEAP HERE
X – 17.94 BELOW 18 MARK TEMPORARILY
ANV – 5.72 HOLDING STEADY CONSOLIDATING AFTER INITIAL MOVE
NFLX – 257.987 EARNINGS WILL BE ANOTHER CATALYST? SOON.
PAAS – 11.84 RELATIVE STRENGTH..
DRYS 1.93 – DRY BULK BEST OF BREED COMING UP
OWW 10.22 RELATIVE STRENGTH
TZOO 32.13 UP 7% FOR THE DAY. LBO?
CRAY 21.25 UP 1% FOR THE DAY
ACI 4.03 ABOVE THE 4.00 MARK
BBRY 9.37 APPEARED TO BE AN INFLECTION POINT TODAY LONGS VS. SHORTS
CDE 12.08 RELATIVE STRENGTH..
CECO 3.72 NEARING 4.00, UP OVER A POINT FROM INITIATING
BKS 17.30 UP 3% FOR THE DAY
YOKU 19.67 NICE MOVE UP 5% CHART LOOKS GOOD. MIGHT WANT TO TAKE A LOOK AT RENN
FSLR 50.29 UP 100% FROM OUR POUNDING THE TABLE FIRST AT 26.00. BEST OF BREED.
RSH 3.17 UP 8% FOR THE DAY
NAV 31.99 WE ARE DOWN 1 BUCK FROM OUR SHORT INITIATION CALL
HLF 52.30 BIZARRE PRICE MOVEMENTS. WE ARE NOW DOWN 10% FROM OUR INITIATION
PCLN 911 DOWN ONLY 1% FOR THE DAY. LEADING INTO EARNINGS.

John Chalekson
E-mail: [email protected]

THE NEXT BIG TRADE IDEA™ http://www.tinyurl.com/tnbti

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LONG/SHORT EQUITY TRADING, WHERE TECHNICALS MEET FUNDAMENTALS.
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Online:
Visits:	1,604,928,994
Stories:	8,154,649

LONG/SHORT EQUITY TRADING: WHERE TECHNICALS MEET FUNDAMENTALS

THE NEXT BIG TRADE IDEA™

$MWW

TNBTI 7/16/13

THE NEXT BIG TRADE IDEA™: $MWW A MONSTER AWAKENING? $MCP - 7/15/16

$MCP

TNBTI 7/16/13

MCP 6.90 SHORT INTEREST 38%.

COMMENTARY & NOTES

“IN THE SHORT TERM, THE MARKET IS LIKE A VOTING MACHINE. IN THE LONG TERM IT IS A WEIGHING MACHINE.”

THANK YOU TO ALL OF THE NEW SUBSCRIBERS AND BE SURE TO FORWARD THIS TO A FRIEND. HTTP://WWW.TINYURL.COM/TNBTI

THE 25K MODEL PORTFOLIO™ KEY POSITION ADDITIONS & CHANGES:

THE 25K MODEL PORTFOLIO™ NOV. 2012 – JULY 15 2013 +331%

Comments

LONG/SHORT EQUITY TRADING:
WHERE TECHNICALS MEET FUNDAMENTALS

THE 25K MODEL PORTFOLIO™
KEY POSITION ADDITIONS & CHANGES:

THE 25K MODEL PORTFOLIO™
NOV. 2012 – JULY 15 2013

+331%