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Bret Jensen

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  • Jim Cramer Goes Cautious On The Market [View article]
    Frank Rich who is the "foreign policy" expert at the NY Times is just a previous theater critic that married well............no experience necessary evidently.
    Apr 8 09:59 PM | Likes Like |Link to Comment
  • Jim Cramer Goes Cautious On The Market [View article]
    Thanks for the kind words......Happy Hunting.
    Apr 8 01:54 PM | 1 Like Like |Link to Comment
  • Seadrill: Now An Attractive 11% Yielder [View article]
    Nope, still holding at current levels........and happy to do so....
    Apr 8 01:00 PM | Likes Like |Link to Comment
  • 2 Controversial Energy Concerns To Buy Now [View article]
    Very nice. Congrats.
    Apr 8 10:39 AM | 1 Like Like |Link to Comment
  • AIG: 'Double' From Here Debatable, But Good Upside Remains [View article]
    The stock may have rallied 51% over the last two years, but there is still work to be done to win over investors, says AIG Chairman Steve Miller, noting the stock continues to trade well below book value (72% of book at last check). Competitors trade at or above book - Travelers, for instance, sells at 1.2x book value.
    Apr 8 09:00 AM | Likes Like |Link to Comment
  • Old Tech Shines In 2014 [View article]
    The problem I have with IBM is that they are already through their turnaround with little left to cut and no revenue growth for 5 years. Taking out cash and MSFT selling in line with better growth and dividend.
    Apr 8 06:47 AM | 1 Like Like |Link to Comment
  • Seadrill: Now An Attractive 11% Yielder [View article]
    Things could get worse before they get better for offshore drillers, and even market favorite Rowan (RDC -3.6%) could get hit, Morgan Stanley says as it cuts its rating on the stock to Underweight.RDC has fallen less than companies with exposure to the floater market thanks to its greater exposure to jackups, but Stanley sees a surge in jackup orders, driven largely by speculative drillers at Chinese shipyards; the jackup orderbook now stands at a record 140 units, of which only ~20 have been contracted.In the sector, the firm recommends yield plays such as Seadrill (SDRL), Seadrill Partners (SDLP) and North Atlantic Drilling (NADL), and prefers premium asset exposure through Atwood Oceanics (ATW), Ensco (ESV) and Pacific Drilling (PACD]) over lower-end fleets via Diamond Offshore (DO), Noble (NE) and Transocean (RIG).
    Apr 7 04:13 PM | 1 Like Like |Link to Comment
  • Zynga Could Still Zoom [View article]
    Zynga shares showed strength Monday morning after Wedbush analyst Michael Pachter released a note reiterating his Outperform rating and $7 price target on the company, while adding it to his 'best ideas' list.

    Read more: http://bit.ly/1mUwxof
    Apr 7 02:41 PM | Likes Like |Link to Comment
  • The Great Rotation Begins - Carnage In Social Media Space Accelerates [View article]
    Some decent picks.....always worry about VALE/PBR as one never knows how/when the Brazilian govt will impact their businesses.
    Apr 7 01:47 PM | Likes Like |Link to Comment
  • The Great Rotation Begins - Carnage In Social Media Space Accelerates [View article]
    Thanks for the kind words............Love Yelp.....the service,.....not the stock.
    Apr 7 01:00 PM | Likes Like |Link to Comment
  • Zynga Could Still Zoom [View article]
    Just would have been different ones via PC like Madden's NFL Football. Back when I was growing up it was Atari and Intellivision and the arcade. Just different medium............
    Apr 7 12:20 PM | 2 Likes Like |Link to Comment
  • Big Biotech Gets Thrown Out With The Bathwater [View article]
    Definitely, I would be averaging in here not going whole hog.
    Apr 7 11:40 AM | Likes Like |Link to Comment
  • The Great Rotation Begins - Carnage In Social Media Space Accelerates [View article]
    Thank you. Did not like or own these things to start year and still don't find them attractive after their sell-offs.
    Apr 7 11:07 AM | 2 Likes Like |Link to Comment
  • Jim Cramer Goes Cautious On The Market [View article]
    Reactive but not logical...........how else does one explain that congress has an approval level in the mid-teens but over 90% of incumbents on both sides will get re-elected.
    Apr 7 10:52 AM | 1 Like Like |Link to Comment
  • Jim Cramer Goes Cautious On The Market [View article]
    True..........but shareholders pay the price and are better positioned to hold management accountable....unlike taxpayers who have little recourse.
    Apr 7 10:41 AM | Likes Like |Link to Comment
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