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Bret Jensen

 
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Latest  |  Highest rated
  • The Collapse In Oil Prices Rocks The Markets [View article]
    If we are going to raise the gas tax (and I advocate doing it at the state level, as oppose to giving it to the Feds as that is just another overhead cost not to mention increases the chances of decisions being made for political and not economic reasons. Also the Davis Bacon act does not apply on state contracts which means taxpayers get more bang for the buck and mondy does not end up going into union coffers) now is the time to do it.
    Dec 14, 2014. 09:54 AM | 3 Likes Like |Link to Comment
  • The Collapse In Oil Prices Rocks The Markets [View article]
    Good thoughts. Once oil stabilizes, volatility in markets should subside. I am concern about impact to Texas as it has been one of the primary drivers of what remains the weakest post war recovery on record. In addition, hope it does not spill into the credit space. Will be an interesting month up ahead.
    Dec 14, 2014. 08:47 AM | 4 Likes Like |Link to Comment
  • The Collapse In Oil Prices Rocks The Markets [View article]
    It will definitely help major sectors of the economy. I worry about how fast the drop has been more than the depth. I wonder what the minimum breakeven point is using fracking anywhere is compared to the 70s using conventional methods.
    Dec 14, 2014. 06:54 AM | 1 Like Like |Link to Comment
  • The Collapse In Oil Prices Rocks The Markets [View article]
    Doubt we currently have the gravitas, leadership or relationship with the Saudis to coordinate,....but fall in oil definitely hurting the Russians. If we were smart, we would add into the strategic oil reserves at low low prices if there is any capacity.
    Dec 14, 2014. 06:52 AM | 5 Likes Like |Link to Comment
  • The Collapse In Oil Prices Rocks The Markets [View article]
    Offset by fact that airlines have more money to spend now to upgrade fleets. Given life of plane is more than two decades, don't think a three month fall in oil alters purchase decision all that much. JMTC
    Dec 14, 2014. 06:49 AM | 2 Likes Like |Link to Comment
  • The Collapse In Oil Prices Rocks The Markets [View article]
    Here is a good list.....http://on.mktw.net/13m...
    Dec 14, 2014. 06:47 AM | 1 Like Like |Link to Comment
  • The Collapse In Oil Prices Rocks The Markets [View article]
    I have been very slowly and incrementally buying some of the better names on the dips. Oil needs to stabilize before energy sector can rebound but have to believe we are getting close to that event.
    Dec 14, 2014. 06:46 AM | Likes Like |Link to Comment
  • Google: A Blue Chip Gem For 2015 [View article]
    Then you must hate Amazon....:-) At least Google has solid earnings growth....or any earnings I should say.
    Dec 13, 2014. 08:27 AM | Likes Like |Link to Comment
  • Chatham Lodging Trust: Still An Attractive Yield Play [View article]
    Ah, my personal stalker put his usual personal nasty as usual on my article. Of course, Mr. Davies would have said same thing two years ago when I first recommended CLDT at $13 a share. And evidently can not navigate a company website.
    Dec 13, 2014. 07:34 AM | 2 Likes Like |Link to Comment
  • Tutor Perini: An Oversold Small-Cap Gem [View article]
    Appreciate the support. Definitely Mr. Davies is one of the top trolls on site.
    Dec 12, 2014. 12:45 PM | Likes Like |Link to Comment
  • Dow 18,000? Not So Fast [View article]
    The usual envious snark. How many wall street analysts forecasted a $50 a barrel drop in oil three months ago, btw?
    Dec 12, 2014. 12:43 PM | Likes Like |Link to Comment
  • Avago Technologies: A Blue-Chip Gem For The Holidays [View article]
    Maybe a good one for a just out of money bull put spread on next dip. Could either pick up premium or attain a lower entry point. Just a thought. Picked up a few shares under my $100 bogey in yesterday's sell-off. Happy Hunting.
    Dec 11, 2014. 12:29 PM | Likes Like |Link to Comment
  • Agenus: Herpes Competition And Cancer Checkpoint Prospects [View article]
    Solid article. Agree with your assessment and recently added Agenus to the Small Cap Gems (smallcapgems.com) portfolio. Hopefully we both make money on this attractive, speculative play. Happy Hunting.
    Dec 11, 2014. 12:12 PM | 5 Likes Like |Link to Comment
  • Dow 18,000? Not So Fast [View article]
    Saw that, also saw:

    The first discussion on CNBC on how the recent big fall in energy prices could impact trade with two of our largest trading partners (Canada, Mexico).

    Big story in Wall Street Journal on how energy firms are already drastically cutting cap ex and starting to trim staff. Going to take a lot of $10 a hour part retail/restaurant positions to make up one $100K plus annual rig worker.

    Another good story in WSJ this morning on how the $250 billion put into massive LNG projects worldwide over the past few years could be at risk if energy prices stay at these levels over the long term.

    Every coin has two sides.


    http://on.wsj.com/1urXVcV...
    Dec 11, 2014. 11:56 AM | 2 Likes Like |Link to Comment
  • The Contagion From The Imploding Oil Market Spreads [View article]
    Investors in giant gas export terminals from Australia to Canada are facing the prospect of losing nearly $250B plowed into the projects during the past seven years, as weaker oil prices threaten to wipe out returns.Oil-linked pricing means LNG producers stand to get much less revenue than expected on delivery of their first shipments, and oil prices have fallen so low that U.S. shale gas producers with plans to export the usually cheaper fuel to Asia suddenly find themselves facing a much tougher competitive environment.LNG prices in Asia have sunk below $10/MMBtu, while most Australian LNG projects would need to sell the commodity for at least $12-$14 to break even; for example, the breakeven point for the $54B Gorgon project under construction by Chevron (NYSE:CVX), Exxon (NYSE:XOM) and Shell (RDS.A, RDS.B), is ~$17.7/MMBtu.
    Dec 11, 2014. 11:32 AM | 1 Like Like |Link to Comment
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