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Bret Jensen

 
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  • Yes, Me Worry [View article]
    Yes, I did as well and added long exposure yesterday and subject of my piece on Real Money Pro today. As for SDRL, took profits on my bull put spreads before recent dip, about to get in again using same play....solid support in ~$34 a share level............
    Aug 15 08:57 AM | 1 Like Like |Link to Comment
  • Yes, Me Worry [View article]
    Appeciate the long response....Just a couple of rebuttals.....first, corporations almost buy back stock at the wrong time and is sign they don't see better growth opportunities. This activity peaked right before the last two big market implosions (2000 ad 2007) as did IPO activity (which is nearing 2007 levels). Companies bought back more stock in first quarter this year than in all of 2009 (when valuations were much lower and would have been better use of funds). China is getting to the same GDP per capita levels (adjusted for inflation) other centrally managed economies (Russia, South Korea under military dictatorship, etc) imploded around has trillions of liabilities in its shadow banking system along with over 60mm vacant housing units. Finally, low interest rates usually mean investors grab for yield and overinvest in certain sectors whether it be real estate, LBOs (also peaked right in 2007) and stocks.....we shall see where we go from here, but caution seems prudent...imho.
    Aug 15 08:54 AM | 2 Likes Like |Link to Comment
  • Who Will Be Swimming Naked When The Tide Goes Out? (Part II) [View article]
    It was solid report, but sentiment is very negative on Europe this morning as Eurozone reports zero growth over last 12 months (AEG gets two thirds of revenue from North America)....bought more this morning.
    Aug 14 11:34 AM | Likes Like |Link to Comment
  • Energy XXI: Positives Mounting For Gulf Oil Play [View article]
    Overreaction to reported loss. Company did lousy job controlling costs, but revenues and production growth above expectations....bought a little more in last hour.
    Aug 14 11:29 AM | 2 Likes Like |Link to Comment
  • 2 High Yield Plays In Energy Moving On News [View article]
    Still long EXXI, not happy with latest results obviously
    Aug 14 11:17 AM | Likes Like |Link to Comment
  • Oppenheimer: Gold Miners Have 40% Upside [View article]
    http://on.mktw.net/1pP...
    Aug 14 11:16 AM | 1 Like Like |Link to Comment
  • Ultra Petroleum: Attractive Momentum Play On Verge Of Breakout [View article]
    Probability sound conclusion....added some early this morning as well.
    Aug 14 10:16 AM | Likes Like |Link to Comment
  • Ultra Petroleum: Attractive Momentum Play On Verge Of Breakout [View article]
    Market seems to like and UPL got some positive comments from analysts recently who see stronger performance ahead, added a few shares recently. This one is taking more patience that I thought it would.
    Aug 14 09:37 AM | Likes Like |Link to Comment
  • Oppenheimer: Gold Miners Have 40% Upside [View article]
    ABX fits my investing style better. Have some small cap plays like EXK (mainly silver) but liked it a lot more at just over $3.
    Aug 14 08:42 AM | 2 Likes Like |Link to Comment
  • You Have To Be Crazy To Hold El Pollo Loco [View article]
    From Herb Greenberg at TheStreet yesterday..."As San Diego-based restaurant consultant John Gordon tells me, El Pollo Loco (NASDAQ:LOCO), from the IPO class of last month, "Historically hasn't been able to grow north of Santa Barbara." He continues, "This is the former Denny's clone, under-managed for years, almost defaulted on debt in 2011. Private equity had to pump in $40 million, paying an 18% coupon. But now it's back from the grave. They have made menu improvements and two years of (same-store sales) gains. The Street was totally blitzed with them in late-July timing (the third week is a primo IPO week), a faulty comparison to Chipotle. Traders said, 'I want a fresh story, something to get in at ground level, it's cheaper than CMG, geesh! But most of my non-sell-side restro-analytical friends see it as the bottom of the heap.'"
    Aug 14 07:11 AM | Likes Like |Link to Comment
  • Who Will Be Swimming Naked When The Tide Goes Out? (Part II) [View article]
    Euro-Zone GDP failed to grow in the second quarter following 12 months of weak growth, causing European equity markets to fall and increasing pressure on the ECB to do more to boost growth and inflation. The data released this morning by the European Union's statistics office translates into 0.2% growth in annualized terms, down from the first quarter's 0.8% pace.
    Aug 14 06:49 AM | Likes Like |Link to Comment
  • Hospitality Properties Trust: High-Yield Play Continues To Deliver [View article]
    IRT has been a star and still reasonably valued...solid pick in that space, lodging seems to have the best metrics of any REIT space right now though.
    Aug 13 08:09 AM | Likes Like |Link to Comment
  • Oppenheimer: Gold Miners Have 40% Upside [View article]
    Thanks. Miners and homebuilders probably two most contrarian plays in market right now.
    Aug 13 08:05 AM | 1 Like Like |Link to Comment
  • 2 Stocks Only Day Traders Can Love [View article]
    Not one I follow but seems to have sky high valuations and a lot of insider sales...
    Aug 13 07:08 AM | Likes Like |Link to Comment
  • Why I Love - And Profit - From Secondaries [View article]
    That would fall squarely in projected earnings range of analysts, don't see why not.
    Aug 13 07:06 AM | 1 Like Like |Link to Comment
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