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Latest Comments29 Comments
A Fresh Look at Shipping Company Stocks
stumbled on this group.Long NAT and was near pushing button for
FRO when the excrement hit the HVAC.
In normal Market the group has outstanding yields, in this mess
yields must be the highest you may ever get.
Good fortune to all and "don't shoot until you see the white of
their eyes !"
Tom
Constellation Energy's Stars Align for Buffett
CNBCs "Fast Money" on 9/19.
Mr.Ichan's comments on BODs were funny but sad in truth.
Talk about timing !!!!!!!! A good boot to the minions is the
least !!!!!!!!!
Strong Fundamentals and Oil Ties Make Transocean a Great Long-Term Buy
which only adds to the real value.
RIG is not alone as a pummeled 5 * equity...(See US Steel for
another) which gives the investor one heck of an opportunity
to add some names where before the price was an obstacle
to some.
I would hasten to add that I have averaged down on RIG, a
tactic that over the years has cost the investor too much
in too many instances.Often this occured when a party
"fell in love" with a stock while that emotion is simply a
Venus Fly Trap waiting to make those folks a lot poorer.
The simple fundamentals of RIG make it a compelling buy
at a much higher price.Now unless this episodic event
wherein people simply bail out despite the rewriting of
P:E etc.,etc.
Year to Date Performance of Dow 30 Members
On Sep 03 05:51 PM WAKEUP wrote:
> AIG employees used to claim that the letters, "AIG" stood for "Ain't
> It Great?" Looks like the Awful Insurance Giant is headed for the
> Already Interred Graveyard.
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
financial.
Mr. Nygren
Not Off the RIMM - Cramer's Lightning Round (9/3/08)
I don't understand something. Cramer gets killed daily (and by the same posters is not unusual)
but these bashers hang on his every word and I would bet that in ordinary times they have made
money with the guy.
All he is doing, if you listen, is put you on a track wherein you do your own due diligence,
remind you not to buy that day,while having the balls to show up every night.
I would love to see these bashers come up with content five nights a week,have the memory
he has,and right or wrong offer ideas.
Hey fellas !!!!!!!!!!!!! Do something else with your time.
Tom
On Sep 04 11:40 AM User 218405 wrote:
> Cramer said to sell MGM and the casino stocks. What an idiot. He
> has been wrong on his picks over 50% of the time. That's why he makes
> money writing these articles and not making money as an investor.
> I like Zack's picks. They do a pretty good job on their recommendatios.
>
> Daniel Kowkabany
Peak Oil Stocks for the Future
And you proclaim that the saltwater flat is the only site !
The time to begin drilling was many yesterdays........ and while we drill we continue
the quest for the alternatives.
No need to ask how you feel about reactor production is there ?
Smarten up and don't get too wrapped up with Hollywood portrayals.
On Aug 28 12:35 PM User 222098 wrote:
> 193313 - Have you really looked at where they want to drill in ANWR
> - it is a salt water mud flat along the ocean. Prinstine indeed!
>
>
What's Ailing Google's Stock Price?
the ability of hackers to access ?
Not a retorical question if the technocrats I have to depend on
are right.
In fact, I believe the issue of Chrome v Hackers is within the
posts of Seeking Alpha.........
I made money with GOOG and would love to re-enter, however,
GOOG's own evolution has made it a tough study for the
simple (me).
Best to all who contribute here.
Tom
The Rebound List - Cramer's Mad Money (8/26/08)
you may never know.
When you consider the amount of stocks, sectors, and situations
that he (Cramer) speaks of each day,week,year,(and most of what
we see "on the fly") he is an amazing pro.
Sure, he gets them way wrong at times but he does not forget them.
In Cramer speak he will always say........"I own it" on wrong calls.
Me ? I can't take him five nights a week but while rarely acting on
his direction, I always take him serious.
It's not the guy who in this raggedy market who says he likes
tech and health care.They are a dime a dozen.
You want to see jerks at work ? Watch CNBC for the better part of
the day and be it head analyst to fund manager etc. it's the same
old stuff.I would allow Cramer to handle some money but never
the regular CNBC line-up of survivor guests.
I sincerely hope you weather this market and go cash or be ready
to exploit these beat up prices.I certaily don't want to say, "Hey !
I could have had ....@ X per share last year."
Tom
Energy Stocks Are Too Cheap to Ignore - Barron's
And I would hope the lessened use of gasoline would continue.
Now however, we are entering the crack to Home Heating # 2.
My first thought is a pipedream as usage of gasoline and diesel
will return to numbers more indicitive of seasonal use.Sure,
less gasoline in the winter and increasing demand as vacation
time approaches next spring.......people will get tired of "staycations"...
indusrial demand here and offshore will not diminish,and while
other factors helped lead to this spring and summer's rise
(hedging for one) crude will find a real level....no bubble
environment......and off we go.
I don't give a damn about consensus this arena is one for common
sense.As in that light some will be right some wrong.
I tend to favor the ETFs but in any case the P:Es out there are
preposterous and as such I must have oil in any balanced
portfolio.
Good trading or in the case of oil good buy and hold...wow
what yields !!!!!!!!!
Tom
Too Late to the Oil Party? Consider the Alternative
Oil primarily used in transportation ?
We can add that Lt.Sweet (Nigeria e.g.) cracks to gasoline
while "sour crude" is used primarily for Home Heating # 2.
Why bother with pointing out this difference ?
" 'Cause you ain't seen nothin' yet." Very soon the boys in
the pits will be looking toward 10/08---etc. and the trasportation
usuage is not going to simply stop.
A "Double Dip" is on the way and one of the few places we
have "friends" is in the UAE.That product is sour.Nigeria ?
The place could turn into a firestorm tonight for all we know.
So what now ? Oil Services stocks and the ETFs that so many
are now discounting.
Tom
PotashCorp and Mosaic: Get Your Orders Ready
Technician: "I would not want my sister .....(you know the rest).
As one who could write his knowledge of charting on the back of
a stamp with a crayon, I suddenly feel a need for at least a yeoman's understanding.
Why ? If these people "have it" I want in ! If, however, with this new found "tool" their predictions, based on volume, price,time,etc. prove less than acceptable for purchase and sale, I can advise
my sister accordingly.
Good investing be yours,
Tom
The Brightest Stars in the Commodities Boom, Part I
Why ACI & KOL ? Because I was long ACI and put my son
into KOL.......when I had reason to monitor (my first ETF)
I simply liked what I saw.
Be well & thank you for the post and the "me to" which always
helps !
Tom
On Jun 20 02:21 PM User 161473 wrote:
> Mark,
>
> You always have good comments.
>
> I wanted to say a few things about coal. One thing you didn't mention(at
> least I think you didn't mention) was the price of Nat Gas which
> is the direct competition for coal. As nat gas prices go up, so will
> demand for coal as utitilities switch to the cheapest generation
> input further pushing up prices.
>
> I think everyone is starting to realize that all energy sources are
> interconnected(oil, gas, coal) When we have shortages of one it pushes
> up the price of others. Currently oil companies are having a difficult
> time in finding new places to drill where the hurdle rate makes sense.
> At some point they are going to have to start drilling or buying
> other energy companies. If you look at a coal company as an energy
> company such as an oil company is an energy company, you could come
> up with higer valuation. I know this is kind of twisted logic especially
> when you look at earnings but here is an example. Peabody(BTU) has
> more reserves in the ground than Exxon does in terms of BTU's. The
> market cap of Exxon is $450 billion vs. $20 billion for Peabody.
> Every year Exxon's production is declining with not much hope of
> ever stopping it. Would XOM be willing to pay $30 billion (50% premium)
> to double it's reserves in terms of BTU's? What should we value future
> coal reserves if believe worldwide oil production will start to decline
> soon?
>
> Thanks,
> Don
Managed Care Industry: Positioned for Growth
Both HUM and WLP came off like a rock at about the same time.
What would have caused this event in two stocks simultaneously.
Thanks..........Tom Durkin
Oil Consumption: How Does Today Compare to 1980?
become attached to the price of the underlying traded commodity."
Well, that statement will definitely cause a ton of "so whats", "they always have", "tell
us something we don't know", and a chorus of some vile insults.
As great a company is (RIG etc.) it will fall like a rock these days when that underlying
commodity gets traded to what is perceived as a trend. "Hey !!! They are buying/selling
crude down there as if this were Monopoly.......The stockholder then thinks of nothing
redeeming on his favorite sector and unloads his position.
That is not even ground and unless I get some confirmation on direction I have to
view the stock with jaundiced eyes.......and that is not how I view stocks for any
holding term.
Thanks
On Jun 02 11:12 AM Right in San Francisco wrote:
> au contraire. For short term investors, the question may be whether
> the current price reflects the current information. For longer term
> investors, the question is "do the underlying factors and trends
> suggest that the current situation will continue." The key equation
> for me is the inexorable, broad-based growth relative to the constraints
> in supply. Any time I can get more data on this, it is helpful.
>
> RightinSanFrancisco.co...