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Arsene Lupin

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  • 5 Reasons To Buy Cypress [View article]
    Semi's look ready for their summer bloodbath. I'm out of this stock. Would wait till the dog days of summer - July/Aug to reconsider
    Apr 19 02:08 PM | 0 Likes Like |Link to Comment
  • 4 Reasons To Consider Blackrock [View article]
    Nice to see that Bret also endorsed BLK for similar reasons (both fundamental and valuation) -- http://seekingalpha.co...
    Apr 19 02:07 PM | 1 Like Like |Link to Comment
  • Occidental Petroleum: Right Moves Could Unlock Major Shareholder Value [View article]
    Bret, are you still positive on OXY? Any thoughts on why weakness in the oil patch
    Apr 19 02:02 PM | 0 Likes Like |Link to Comment
  • BGC Partners Shares Up 48% In One Day [View article]
    as i pointed out in http://seekingalpha.co... when BGCP was at 4.11, people might want to think of them as selling their financial assets on a premium while also turning into a real-estate company at an opportune time. If they execute appropriately, you'll get a tailwind in two ways, and a dividend that is quite pleasant.
    Apr 4 12:44 AM | 0 Likes Like |Link to Comment
  • 4 Reasons To Consider Blackrock [View article]
    That's a good way to put it
    Apr 2 09:52 AM | 0 Likes Like |Link to Comment
  • BGC Partners: A Bet Worth Considering [View article]
    Those who followed my advice on BGCP (40% in 1.5 months) are going to be pleased with yourself tomorrow, cheers! #SeekingAlpha
    Apr 1 05:59 PM | 1 Like Like |Link to Comment
  • Bristol Myers: Income, With A Growth Kick [View article]
    With the stock up 20% since I recommended it 2 months ago at $34 (versus a market rise of 5-7%), I'm taking half my BMY money off the table. BMY is still a 'hold', just not as compelling at $41 #seekingalpha
    Mar 30 10:53 PM | 0 Likes Like |Link to Comment
  • 5 Reasons To Buy Cypress [View article]
    Bump up yesterday from bullish Morgan Stanley presentation ..
    Feb 28 05:33 PM | 0 Likes Like |Link to Comment
  • CPFL Energia S.A. - A Solid BRIC Electric Utility With A 7.8% Yield [View article]
    I tend to agree. There are major regulatory and price control uncertainties that are not reflected in the charts.
    Feb 26 11:45 AM | 0 Likes Like |Link to Comment
  • BGC Partners: A Bet Worth Considering [View article]
    part of it (namely dividend). the rest will take a while .. seeing some 'buy the rumor, sell the news' ..
    Feb 14 02:22 PM | 0 Likes Like |Link to Comment
  • BGC Partners: A Bet Worth Considering [View article]
    A statement tomorrow (if made) about covering the yield should be a catalyst
    Feb 13 06:55 PM | 0 Likes Like |Link to Comment
  • Bristol Myers: Income, With A Growth Kick [View article]
    Phew, made it past the earnings pothole.

    Now - 2013 tax tailwinds + Eliquis -- http://bloom.bg/WX8raf
    Jan 24 02:31 PM | 0 Likes Like |Link to Comment
  • Bristol Myers: Income, With A Growth Kick [View article]
    Thanks SM. 0.11! thats a low beta even for a drug stock (PFE - 0.66, MRK - 0.29, SNY- 1.03). Another factor worth keeping in mind.
    Jan 23 09:15 PM | 0 Likes Like |Link to Comment
  • 5 Reasons To Head To The Sidelines On The U.S. Market [View article]
    true re: aging bull - #6 was on my mind, see http://bit.ly/V56o5Z. but 5 made a good number
    Jan 16 11:58 AM | 0 Likes Like |Link to Comment
  • 5 Reasons To Head To The Sidelines On The U.S. Market [View article]
    I would tend to agree with that, esp because David Tepper (Appaloosa) also has that number in mind.
    Jan 15 07:13 PM | 0 Likes Like |Link to Comment
COMMENTS STATS
106 Comments
25 Likes