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Albert Alfonso  

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  • ConocoPhillips: Citigroup Is Bullish [View article]
    gawilley,

    We were at $65 last week. The market is telling us something. I think we'll see $70+ soon.
    Apr 15, 2015. 01:29 PM | Likes Like |Link to Comment
  • Crude futures extend gains on less than expected inventory build [View news story]
    Crude is following its normal trend. Inventories will be used up as more refiners come online. They need to build stockpiles of gasoline for the summer.
    Apr 15, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • Memorial Production Partners - Time To Take Advantage Of The Recent Secondary? [View article]
    saratogahawk,

    We're already at pre-secondary levels. The dip did not last. Watch out for $20 if oil hits $60 per bbl.
    Apr 15, 2015. 11:35 AM | 2 Likes Like |Link to Comment
  • EV Energy Partners Sells Its Crown Jewels [View article]
    RLP,

    Oil is hitting its YTD highs. EVEP and other upstream MLPs will see outsized bounces if this rally holds.
    Apr 15, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • Procter & Gamble: It Is Time For Some New Blood [View article]
    HE,

    PG was performing well, almost matching the S&P, before the dollar start its crazy rise in 2014. I am looking for the company to do something like Pepsi did when it promoted Indra Nooyi in 2011.
    Apr 15, 2015. 07:52 AM | Likes Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly [View article]
    Oops, sorry for the mix-up.
    Apr 14, 2015. 09:35 AM | Likes Like |Link to Comment
  • ConocoPhillips - A High-Quality E&P With A 4.40% Yield [View article]
    Jake,

    I added to COP near $60 and would do so again if it gets that low. Best large cap E&P out there in my opinion.
    Apr 14, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • ConocoPhillips - A High-Quality E&P With A 4.40% Yield [View article]
    Javelina,

    COP is such a solid company. If oil had not crashed, we'll be looking at a $80 to $90 stock.
    Apr 14, 2015. 09:32 AM | 2 Likes Like |Link to Comment
  • Realty Income: Foreshadowing An Acquisition? [View article]
    Rick,

    I wish such a deal could be made. However, ARCP has serious issues and will likely need some time to get "acquisition" ready. I think they will be selling assets to pay down debt and that O will be a buyer of said assets. We'll know more on ARCP's long-term plans soon.
    Apr 14, 2015. 09:27 AM | 1 Like Like |Link to Comment
  • T-Mobile: On The Path To Threatening AT&T And Verizon For Dominance In Wireless [View article]
    TMUS is cash flow negative and is only projected to go positive this year. The risk with this stock is if revenue growth slows down, it will be going back to negative ASAP.

    T and VZ have other segments which buffer it from the ongoing price war. TMUS has no such protection. Its either grow or die. Seems like a speculative pick.
    Apr 14, 2015. 09:20 AM | 4 Likes Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly [View article]
    richjoy403,

    Thank you for reading. I share your "cautiously optimistic" stance. Though, I see little reason in selling now unless you really need to lock in profits.
    Apr 14, 2015. 12:41 AM | 1 Like Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly [View article]
    Mikie713,

    We should know sometime soon. SYF has run up a lot since the IPO.
    Apr 14, 2015. 12:38 AM | 1 Like Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly [View article]
    Big Thunder,

    Well, if you remain long GE you'll need to factor in no dividend growth for two years. They are not mincing words. If this makes it a sell based on your investing style, I see no problem.
    Apr 14, 2015. 12:37 AM | Likes Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly [View article]
    Pablomike,

    BX are masters in getting low cost capital. They'll find a way.
    Apr 14, 2015. 12:34 AM | Likes Like |Link to Comment
  • Reuters: ConocoPhillips planning U.S. asset sales [View news story]
    Asset sales are a pretty common practice in the E&P industry. The $1.0B to $1.5B price tag is rather small. This is a non-event.
    Apr 14, 2015. 12:30 AM | Likes Like |Link to Comment
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