Seeking Alpha

Bret Jensen

 
View as an RSS Feed
View Bret Jensen's Comments BY TICKER:
A, AA, AAPL, ABB, ABT, ABTL, ABX, ACLS, ACMP, ACTG, ACTV, ADBE, ADSK, AEP, AGCO, AGU, AHT, AIG, AKS, ALJ, ALL, ALR, AMAT, AMGN, AMKR, AMTD, AMZG, AMZN, ANF, ANV, APA, APC, APL, ARCP, ARII, ARLP, ARO, ARP, ATRS, ATSG, ATVI, ATW, AU, AVGO, AVNR, AXAS, AXTI, AYR, AZN, BA, BAC, BAS, BAX, BBBY, BBEP, BBRY, BBT, BBW, BBY, BCEI, BGFV, BHI, BIDU, BIG, BIIB, BIOL, BK, BKCC, BKH, BKW, BLK, BMO, BMR, BNS, BP, BRCD, BRCM, BRKS, BRY, BTU, BWP, BX, BYI, C, CALL, CAT, CBI, CBOU, CDE, CELG, CEO, CERS, CGIX, CGR, CHK, CHL, CHMT, CJES, CLDT, CLF, CLMT, CLR, CMG, CMI, CMLP, CNDO, CNP, CNQ, CNX, COF, COG, COH, COOL, COP, CORT, CPE, CPIX, CPSI, CRM, CROX, CRUS, CRZO, CSCO, CSX, CTCM, CVE, CVS, CVX, CXPO, CXS, CY, DAKT, DAN, DBC, DD, DDE, DECK, DENN, DG, DISH, DK, DNR, DO, DOW, DRH, DRIV, DSCO, DTLK, DTV, DUSA, DVAX, DVN, DVR, DWA, DXLG, E, EBAY, ECA, EDR, ELLI, ELY, EMC, END, ENDP, EOG, EOX, EPAM, EPAX, EPB, EPR, EQIX, EQM, EROC, ESIO, ESV, ETE, ETN, ETP, ETRM, EVEP, EWZ, EXK, EXLP, EXPE, EXXI, F, FANG, FB, FCH, FCX, FDX, FIG, FLL, FLY, FOLD, FOSL, FRD, FSC, FSII, FURX, FWLT, FXCM, GBX, GCOM, GE, GEF, GEOY, GERN, GES, GEVA, GFI, GILD, GLP, GLUU, GLW, GM, GNW, GOOG, GPOR, GS, GSK, GSM, GSS, GTAT, GTE, HAL, HBM, HCBK, HCLP, HEP, HERO, HES, HFC, HIG, HL, HLF, HLX, HMA, HON, HOS, HP, HPQ, HPT, HRS, HRZN, HTA, HTGC, HURN, HZNP, IACI, IAG, IGTE, IMOS, INN, INT, INTC, INVN, IO, IPGP, IQNT, IRDM, IRET, IRT, ISRG, ITRI, ITT, IVAN, JAZZ, JDSU, JNJ, JNPR, JOY, JPM, KBH, KBR, KCG, KEG, KERX, KFY, KKR, KLAC, KLIC, KO, KOG, KONA, KR, KRG, KRO, LAD, LCI, LGCY, LIFE, LIME, LINE, LLL, LLNW, LLY, LMOS, LMT, LNCO, LNKD, LO, LOCO, LOW, LPRI, LSI, LUK, LULU, LVS, LXP, LYB, M, MANT, MCEP, MCHX, MCP, MDR, MDT, MELI, MEMP, MET, MHR, MITL, MMLP, MMP, MO, MOD, MOS, MPC, MPO, MPW, MRCY, MRGE, MRK, MRO, MRVL, MS, MSFT, MT, MTDR, MTOR, MTSN, MU, MUR, MXIM, MYL, MYRG, NAVB, NBL, NBR, NE, NEE, NEM, NEON, NFLX, NFX, NGLS, NGPC, NILE, NOG, NOK, NOV, NSC, NSPH, NTAP, NTSP, NUAN, NVAX, NVDA, NVS, NWY, NXPI, NYCB, NYX, OAS, OCN, OCZ, OHI, OIS, OKS, OPEN, OPLK, ORAN, ORCL, ORIG, ORLY, OUTR, OVTI, OXY, OZM, PAA, PAAS, PACD, PACR, PANW, PAYX, PBF, PBH, PBI, PBY, PCLN, PDH, PDLI, PDS, PEET, PEG, PES, PETM, PETS, PFE, PFMT, PGEM, PH, PM, PNG, PNK, PNRA, POM, POT, PSX, PTEN, PULB, PVR, PWER, QCCO, QCOM, QCOR, QLGC, QLTY, QRE, QUMU, R, RAIL, RAX, RCL, RDWR, REGN, RES, REXX, RF, RFMD, RIG, RIGL, RIO, RNN, ROC, ROSE, ROVI, RPRX, RRD, RSTI, RTEC, RTN, RUE, RUTH, RVBD, SAM, SARA, SCLN, SCMR, SCO, SDRL, SEAC, SFY, SHOR, SIGA, SIMG, SIMO, SIRI, SKUL, SLB, SLCA, SM, SMCI, SN, SNH, SNY, SODA, SPLK, SPLS, SPN, SPPI, SPRT, SPY, SQNM, SSH, SSNLF, STI, STJ, STMP, STO, STT, STX, SUNE, SVU, SWFT, SWKS, SYNA, SYRG, T, TAL, TAP, TBT, TCAP, TDW, TEF, TER, TESO, TEVA, TEX, TGX, TICC, TIVO, TKR, TLLP, TOT, TPC, TPLM, TQNT, TRLG, TRN, TSLA, TSO, TST, TSYS, TTI, TWI, TWX, UA, UNH, UNIS, UPL, USB, V, VALE, VELTF, VICL, VLO, VMW, VNR, VOD, VRA, VXX, VZ, WAC, WAG, WDC, WEN, WFC, WFT, WHR, WIFI, WLL, WMT, WRES, XEC, XOM, XRX, YELP, YHOO, Z, ZAGG, ZEUS, ZIXI, ZLTQ, ZNGA
Latest  |  Highest rated
  • Watching The Market's Price To Sales Ratio [View article]
    Finish Line is performing strongly and is solid retailer...
    Aug 18 05:10 PM | Likes Like |Link to Comment
  • A Banner 24 Hours For Valero [View article]
    Valero Energy (VLO +2.3%) has dropped 3% during the past three months and has underperformed its closest peers Marathon Petroleum (MPC +1.6%) and Phillips 66 (PSX +2.1%), but Morgan Stanley’s Evan Calio and Manav Gupta think it’s time for a turnaround.While MPC, PSX and Exxon Mobil (XOM +0.2%) have major planned turnaround scheduled for Q4, VLO will be operating at a meaningfully higher utilization rate and is best positioned to capture any widening Gulf Coast differentials resulting from high turnaround activity, the analysts say.In addition to VLO's Q4 earnings revision upside, the firm estimate VLO has $800M in MLP-able EBITDA, including organic growth projects, which can be dropped into Valero Energy Partners (VLP +0.7%) in the foreseeable future.
    Aug 18 05:05 PM | Likes Like |Link to Comment
  • Watching The Market's Price To Sales Ratio [View article]
    Stock has had big move even with recent decline.....don't like the huge debt and the massive amount of insider selling.
    Aug 18 02:43 PM | Likes Like |Link to Comment
  • American Railcar Is Killing It [View article]
    Like TRN a little better here...
    Aug 18 01:07 PM | Likes Like |Link to Comment
  • Ford: Geared Up For Strong Second Half Of 2014 [View article]
    Even a decade from now, Africa will be a blip compared to China or even South America....doubtful it will ever be driver of stock price. JMTC.
    Aug 18 09:30 AM | Likes Like |Link to Comment
  • Berkshire Ups Their Bet On Chicago Bridge & Iron [View article]
    Item to watch, but think CBI's current future is in more the oil & gas space right now. Longer term, CBI definitely would be winner if senate and presidency flip to the other party over the next 2 1/2 years as nuclear has gone nowhere over the past six years despite emitting no greenhouse gases. Coal has been another big loser.
    Aug 18 09:10 AM | 1 Like Like |Link to Comment
  • Yes, Me Worry [View article]
    ...Appreciate the kind words
    Aug 18 09:03 AM | Likes Like |Link to Comment
  • Barron's Highlights Some Attractive Tech Stocks [View article]
    Told investors to buy HIMX at under $6.50 a few weeks ago....Still long...


    http://seekingalpha.co...
    Aug 18 08:20 AM | 1 Like Like |Link to Comment
  • Barron's Highlights Some Attractive Tech Stocks [View article]
    Can't see GILD being bought by anyone. Already has north of $150B market cap....add a premium in and you are over $200B....just too big to be bought imho. CPA definitely a solid airline......however, I would be concerned about falling earnings estimates and problems throughout Latin America economically right now.....might be worth accumulating very incrementally. JMTC.
    Aug 18 08:19 AM | 1 Like Like |Link to Comment
  • A Couple Of High-Yield MLP Plays From The Barron's Roundtable [View article]
    Glad you enjoyed it. Happy Hunting.
    Aug 18 08:15 AM | Likes Like |Link to Comment
  • Gilead: More Good News For This Biotech Juggernaut [View article]
    Booyah! GILD north of $100 a share in pre-market trading.
    Aug 18 08:15 AM | 5 Likes Like |Link to Comment
  • Berkshire Ups Their Bet On Chicago Bridge & Iron [View article]
    Without batting much of an eye either....
    Aug 18 07:16 AM | 1 Like Like |Link to Comment
  • Barron's Highlights Some Attractive Tech Stocks [View article]
    Forgot the "not", put in correction....good catch.
    Aug 17 04:41 PM | Likes Like |Link to Comment
  • Berkshire Ups Their Bet On Chicago Bridge & Iron [View article]
    I keep adding shares like I did on LINE when under attack from Hedgeye, believe it will result in same type of profits.
    Aug 17 04:38 PM | 6 Likes Like |Link to Comment
  • Berkshire Ups Their Bet On Chicago Bridge & Iron [View article]
    For someone that can't bother to fill out a 10 second bio, definitely opinionated.
    Aug 17 04:37 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
9,839 Comments
8,927 Likes