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EnerNOC, Inc. (ENOC) Message Board

lesserfool75 5 posts  |  Last Activity: Oct 14, 2014 7:37 PM Member since: Apr 26, 2010
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  • Reply to

    Buying more....

    by motsam Oct 14, 2014 10:57 AM
    lesserfool75 lesserfool75 Oct 14, 2014 7:37 PM Flag

    Guessing this is just a liquidity-fueled sell-off today rather than anything more serious. People could be getting in front of the earnings release in a few weeks. I am expecting earnings to be light, given the cool summer we have experienced in the US.

    I have averaged down here, but this will probably take a while to turn around. No reason to buy in the short term. If I had to do it again, I would wait for signs that the execs believe in their business (by stopping their insider selling)

  • Reply to


    by goodoptday Oct 13, 2014 8:17 PM
    lesserfool75 lesserfool75 Oct 14, 2014 7:28 PM Flag

    Serious question: where is the crisis? Is it just ebola fears putting a damper on growth? Unlike 2008, banks are well capitalized (in the US) and credit markets have not seized up. Businesses have record cash and and not a lot of excess (capacity, inventory, etc.). Households are in better shape, and a sell-off in oil is like a stealth tax break for the consumer.

  • Reply to

    ENOC 2nd half of year and beyond...

    by motsam Aug 29, 2014 3:52 PM
    lesserfool75 lesserfool75 Oct 9, 2014 7:48 PM Flag

    The two-year chart shows pretty good support in the 14-16 range. Decent cash flow, reasonable valuation, and mgmt's willingness to buy back shares...what am I missing? Is EnerNOC's business model being questioned? Are they just caught up in the energy-related sell-off as world growth slows? Thoughts?

    Disclosure: initiated a small long position near the low today (for a trade)

  • Reply to

    ENOC 2nd half of year and beyond...

    by motsam Aug 29, 2014 3:52 PM
    lesserfool75 lesserfool75 Oct 6, 2014 7:57 PM Flag

    We are down quite a bit more. Getting interesting yet?

  • Reply to

    Non-VXX 8/22/14

    by goodoptday Aug 23, 2014 8:42 PM
    lesserfool75 lesserfool75 Aug 24, 2014 12:35 PM Flag

    Glad to hear things continue to go well. I made a small amount on this latest VXX drop, but of course didn't hold long enough. A couple of other short ideas that I am watching closely: IBM and HYG. I think both suffer as speculation around rates increases. How about DE as another angle on corn?

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