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Bret Jensen

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Latest  |  Highest rated
  • Finally Sold On Ford [View article]
    Ford (F) plans to shift some Fiesta production to Thailand to free up capacity in North America for other models. It's a move that makes sense to automobile analysts with the Fiesta selling well in Asia and Ford planning big things for new models in North America.
    May 17 08:00 AM | Likes Like |Link to Comment
  • HollyFrontier: Time To Increase Exposure To This Cheap Refiner Again [View article]
    HollyFrontier Corporation (HFC) declares special dividend of $0.50/share. For shareholders of record May 29. Payable June 10. Ex-div date May 27.
    May 17 07:57 AM | Likes Like |Link to Comment
  • Reflections On The Current State Of Apple [View article]
    Tocqueville says Apple "Very Cheap"......http://on.barrons.com/...
    May 16 04:09 PM | Likes Like |Link to Comment
  • Time For The Safety Of Chevron [View article]
    Chevron's (CVX) president of Latin American operations says Argentina - not China - has the world's second largest shale oil deposits after the U.S. Most of the world's shale gas has been developed from geological layers requiring horizontal drilling, but "everything is in a stack" at Argentina's Vaca Muerta formation, meaning CVX and YPF may be able to access the oil using vertical drilling techniques, CVX's Ali Moshiri says
    May 16 03:47 PM | Likes Like |Link to Comment
  • 2 Cheap Drillers In T. Boone Pickens' Portfolio [View article]
    WFT up more than 5% and now over $14.......
    May 16 02:06 PM | Likes Like |Link to Comment
  • Microsoft Is Breaking Out [View article]
    Microsoft rolling out 8 inch Surface in June? http://bit.ly/12ecTFP
    May 16 01:57 PM | Likes Like |Link to Comment
  • Two 3% Yielders Not To Ignore [View article]
    Thanks for kind words. Neutral on UTX right now.....like CBI here to break out though.
    May 16 01:52 PM | Likes Like |Link to Comment
  • Getting Drunk On The Punch [View article]
    Preferreds in Fannie Mae and Freddie Mac have almost tripled over the last few months. Just tells me managers are taking much riskier bets and froth in market is increasing.
    May 16 01:11 PM | Likes Like |Link to Comment
  • Getting Drunk On The Punch [View article]
    I own CVRR right here, no CVI right now.
    May 16 01:04 PM | Likes Like |Link to Comment
  • 2 High Yielding Refiners To Buy Here [View article]
    Agree.....he tends to mention this one a lot when he covers MLPs
    May 16 12:05 PM | 1 Like Like |Link to Comment
  • Two Eagle Ford Stars [View article]
    Rosetta Resources (ROSE +3.5%) is upgraded to Outperform with a $63-$67 price target, up from $52-$56, at Wells Fargo, which likes the direction the company is headed. Concerns about inventory and long-term production growth visibility have been effectively removed thanks to the Permian acquisition, and with financing of the transaction addressed, the firm finds shares attractively priced.
    May 16 12:02 PM | 1 Like Like |Link to Comment
  • Getting Drunk On The Punch [View article]
    Scary chart.....S&P now 12% above its 200DMA, extreme conditions historically......http://yhoo.it/13zbpsP;c=
    May 16 11:20 AM | Likes Like |Link to Comment
  • Getting Drunk On The Punch [View article]
    Selling covered calls might be decent way to play it too......
    May 16 11:19 AM | Likes Like |Link to Comment
  • Getting Drunk On The Punch [View article]
    YW....tough market to play. Happy Hunting.
    May 16 11:00 AM | Likes Like |Link to Comment
  • Getting Drunk On The Punch [View article]
    More on Philly Fed: The big miss is another in a line of weak data points this morning. The decline was led by a steep drop in shipments to -8.5 from +9.1. Also notable is a big jump in inventories to +4.1 from -22.2. Employment worsened to -8.7 from -6.7. The percentage of firms reporting employment decreases was 22% vs. those reporting increases at 14% - a number sure to cross the desk of the FOMC doves this morning.
    May 16 10:59 AM | Likes Like |Link to Comment
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