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Bret Jensen  

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Latest  |  Highest rated
  • Chicago Bridge & Iron: Analysts See Substantial Upside Even After Recent Rally [View article]
    Sold some covered calls at $60 on some of position on spike myself today.
    May 15, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • Tutor Perini: An Oversold Small-Cap Gem [View article]
    Sounds about right..
    May 15, 2015. 11:10 AM | Likes Like |Link to Comment
  • Bulls Make Money, Bears Make Money, Pigs Get Slaughtered [View article]
    Same. Thanks for the kind words.
    May 15, 2015. 10:58 AM | 1 Like Like |Link to Comment
  • Why Agenus Can Continue To Rise After Doubling [View article]
    Agree. I first put Agenus in my Small Cap Gems portfolio in fourth quarter of 2014 at $2.96 a share. When I was doing Money Show in Orlando in February and covered it among others, it was ~$5 a share. Wednesday it was part of my presentation at the Money Show in Vegas and going for $7.00 a share. Company has a lot of catalysts and I see higher levels in the future. Solid article.
    May 15, 2015. 09:22 AM | 9 Likes Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    Brazilian investigators believe 6.19B reais ($2.1B) in bribes were paid in the corruption scheme involving Petrobras (NYSE:PBR). Prosecutors yesterday charged four former members of congress with money laundering, embezzlement and other crimes related to the case. Since the start of the investigation in March 2014, four former Petrobras executives and at least 23 construction executives have been charged with crimes such as corruption and money laundering.
    May 15, 2015. 08:16 AM | Likes Like |Link to Comment
  • MasTec: Oversold Shares Are Ready To Rally [View article]
    Bad quarter. If anyone read through earnings call transcript seems like a lot of one time events (weather, weak Canadian dollar, problem at wind farm). Mgmt extremely upbeat about second half of 2015 and 2016. Backlog grew in oil & gas sector. Added some more shares on sell-off.
    May 14, 2015. 09:28 AM | 2 Likes Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    I vote for color on the corpse. Pretty dismal situation at PBR and Brazil right now.
    May 13, 2015. 09:55 PM | Likes Like |Link to Comment
  • Illinois Supreme Court strikes down pension overhaul [View news story]
    Think this is case of greedy unions in an all democratic state more than anything. Average retired teacher in Chicago can expect $110K to $120K in annual inflation adjusted pensions and benefits after 30 years of service. Think of that. A teacher that starts at 23 can retire at 53 and live to 83 or 93, spending more time on the teat of the taxpayer than actually working. Add in a couple of months of year for summer vacation....that "poor" teacher is getting paid $20K to $25K in inflation adjusted pensions and benefits for every actual month teaching in the classroom in one of the worst districts in the country from a child's educational attainment perspective. Yet the press (also mostly unionized) will bring up how teachers and other public employees are woefully underpaid every change they get. Overpaid public sector is what brought down Detroit, Stockton, Greece.....etc....even... will bankrupt Chicago as well.
    May 8, 2015. 05:48 PM | 9 Likes Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    And yet consensus FY2016 have moved up to $11.01 from $10.84 a share before earnings, and up more than 60 cents a share from one month ago.
    May 8, 2015. 11:11 AM | Likes Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    Great color. Thanks for adding to the conversation.
    May 8, 2015. 11:09 AM | Likes Like |Link to Comment
  • Gilead Sciences: The Best Still Lies Ahead [View article]
    As I recall, saw the same market behavior on Apple in second and third quarter of 2013.
    May 8, 2015. 08:39 AM | 5 Likes Like |Link to Comment
  • Gilead Sciences: The Best Still Lies Ahead [View article]
    I think Merck will eliminate AbbVie's share more by percentage than Gilead's. The stock is definitely priced for worst case scenario. Analysts have been behind the curve estimating strength of Sovaldi/Harvoni and overestimating competition for a year...Maybe they will be right in future, but right now their track record of estimating sales and earnings has been horrid. Consensus earnings for Gilead to start 2014 was just over $4 a share, it ended up being over $8 a share.
    May 8, 2015. 08:38 AM | 5 Likes Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    Another socialist dream goes poof in South America. Fascinating read...The Betrayal of Brazil http://bloom.bg/1bC4pTo via @business
    May 8, 2015. 08:16 AM | 1 Like Like |Link to Comment
  • Quality Distribution: A Cheap, Backdoor Play On Expanding Domestic Energy Production [View article]
    Kaching! http://yhoo.it/1Jti62A
    May 7, 2015. 08:37 AM | Likes Like |Link to Comment
  • 2 Attractive But Very Speculative Biotech Plays [View article]
    Thanks. Appreciated.
    May 7, 2015. 08:01 AM | Likes Like |Link to Comment
COMMENTS STATS
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12,173 Likes