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Bret Jensen

 
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  • 2 Plays On Rising Interest Rates [View article]
    Very similar...maybe PRU by a nose although I did take profits on PRU yesterday (had the DEC $62.50/$67.50 bull call spreads which I closed for 200% profit)...still like as long term holding....
    Jul 10 10:53 AM | Likes Like |Link to Comment
  • Zynga: A 'Dead' Stock Making A Big Move [View article]
    Shares of Zynga (ZNGA) will be in focus today as the company unveils its new real-money gambling apps destined for the U.K. at an event in Spain. The games will be the first to be launched under a new strategic partnership with Facebook and should give a sneak peek at what online gambling apps from Las Vegas casinos (CZR, WYNN, MGM) could look like if Internet gambling in the U.S. is approved under a national framework. ZNGA +2.1% premarket.
    Jul 10 08:41 AM | 1 Like Like |Link to Comment
  • 3 Selected 'Strong Buys' From S&P [View article]
    I used to work for AXP for 20 years..........weak mgmt team imho....I like DFS here.................
    Jul 10 08:33 AM | Likes Like |Link to Comment
  • Holding My Nose And Buying 'Government Motors' [View article]
    General Motors (GM) sold more cars in China during the first half of 2013 than it did in the U.S. with sales reaching 1.567M for the period. The automaker ran up the impressive totals in China with the help of joint ventures with SAIC Motor, Liuzhou Wuling, and FAW Group.
    Jul 10 08:20 AM | Likes Like |Link to Comment
  • Why I Had To Get Short Lululemon Today [View article]
    Shares of Lululemon (LULU) are on watch with a warning out from Macquarie that the retailer is still having quality control problems with its yoga pants.
    Jul 10 08:19 AM | Likes Like |Link to Comment
  • Take Flight With This 6.6% Yielder [View article]
    Probably a percent or two below the new offering price and then will shoot back above if what happens usually for REITs and MLPs when they issue shares....important thing is stock is up almost 50% without dividends since this article ran......
    Jul 10 08:02 AM | 1 Like Like |Link to Comment
  • Novavax: My $1.30 Biotech Lottery Ticket - Up 80% And Heading Higher [View article]
    Piper reiterates overweight and $3 PT..................http://bit.ly/184Sfw3
    Jul 9 11:56 AM | Likes Like |Link to Comment
  • Mako's Miss Could Bode Ill For Intuitive Surgical [View article]
    Goldman downgrades Intuitive Surgical (ISRG) to Neutral from Buy and cuts the price target to $500 from $676 on the heels of Monday's Q2 warning. "The U.S. capital equipment business looks to be facing material incremental headwinds," Goldman notes — a challenging environment for capex, who knew? GS also notes that it "had not previously contemplated" payers encouraging patients to pursue "more conservative care." FY13 EPS estimate cut to $16.93 from $17.53. Here's Herb Greenberg: "May 7 GS report on ISRG: 'The sun is shining in Sunnyvale.' Analyst forgot to check the forecast." Shares -14% premarket.
    Jul 9 10:24 AM | Likes Like |Link to Comment
  • Novavax: My $1.30 Biotech Lottery Ticket - Up 80% And Heading Higher [View article]
    Novavax's (NVAX +2.3%) vaccine for respiratory syncytial virus (RSV) appears to have performed well in a Phase I trial of elderly people, with all 220 subjects exhibiting antibody responses against RSV at 28 and 56 days. With subjects also receiving a flu vaccine, the data paves the way for a combo drug (PR). Meanwhile, Novavax has started a Phase I trial for a vaccine for the H7N9 strain of bird flu. The trial will recruit 280 adults (
    Jul 8 09:48 AM | Likes Like |Link to Comment
  • Finally Sold On Ford [View article]
    New car sales in the U.K. rose 13.4% Y/Y in June to keep up the region's out-performance compared to the rest of Europe. Ford (F) topped the list of best-sellers in the U.K. with demand for the Fiesta and Focus strong.
    Jul 8 09:43 AM | Likes Like |Link to Comment
  • EQT Midstream Partners: This 4% Yielder Keeps Showing Up On Analysts' Buy Lists [View article]
    As I have been writing the recent rise in interest rates and the resultant sell-off in high yield sectors like REITs and MLPs presents a good long term entry point as I believe the recent rise will probably lose momentum in coming weeks as economic strength is still tepid....I am averaging into these plays.
    Jul 8 09:40 AM | Likes Like |Link to Comment
  • Cheap Nuance Attracts Interest From Carl Icahn [View article]
    Still good speculative play
    Jul 7 07:54 PM | Likes Like |Link to Comment
  • Ply Gem Holdings: Riding The Housing Recovery [View article]
    Thanks. Given how focused they have been on cost containment one hopes mgmt has taken previous lessons to heart.
    Jul 7 11:59 AM | Likes Like |Link to Comment
  • Cornell University economist Robert Frank comes back from a recent trip to Berlin, "where the entire city seemed under construction," and urges the government to follow the German example and invest in infrastructure." While the Germans "yield to no one in their distaste for indebtedness...they’ve made investments whose future benefits will far outweigh repayment costs," write Frank. And the "undeniable side effect has been to bolster employment substantially in the short run." [View news story]
    If we did not spend $20B on alt energy firms (most of which are either in bankruptcy or created very few jobs) or hundreds of billions to delay firings at the state level on behalf of the public employee unions (most of which got laid off anyway a few years later due to budget distress at the state govt level) in the $800B stimulus package in 2009......we would have money to invest in infrastructure now.......last thing we need is another boondoggle from this administration around "shovel ready" jobs that never materialize.
    Jul 7 10:12 AM | 4 Likes Like |Link to Comment
  • This 7% Yielder Continues To Roll [View article]
    I also tweeted and posted that I was out of LINE because of the articles in Barrons more than a month ago..........also posted on another article that sell-off was overdone and I was averaging in at just over 27 and then again at 23....In addition, this SEC has unfairly hitting others in space and was added to ARP position....
    Jul 7 07:26 AM | 3 Likes Like |Link to Comment
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