Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Bret Jensen

View as an RSS Feed
View Bret Jensen's Comments BY TICKER:
A, AA, AAPL, ABB, ABT, ABX, ACLS, ACMP, ACTG, ACTV, ADBE, ADSK, AEP, AGCO, AGU, AKS, ALL, ALR, AMAT, AMGN, AMKR, AMTD, AMZN, ANF, ANV, APA, APC, APL, ARII, ARLP, ARO, ATRS, ATSG, ATVI, ATW, AU, AVGO, AXTI, AYR, AZK, AZN, BAC, BAS, BAX, BBBY, BBRY, BBT, BBW, BBY, BCEI, BHI, BIDU, BIG, BIOL, BK, BKCC, BKH, BKW, BLK, BMO, BMR, BNS, BP, BRCD, BRCM, BRKS, BRY, BTU, BX, BYI, C, CALL, CAT, CBI, CBOU, CDE, CELG, CERS, CGR, CHL, CHMT, CJES, CLDT, CLF, CLMT, CLR, CMG, CMI, CNDO, CNP, CNQ, CNX, COF, COH, COOL, COP, CORT, CPE, CPIX, CPSI, CRM, CROX, CRUS, CRZO, CSCO, CSTR, CSX, CTCM, CVE, CVS, CVX, CXPO, CXS, DAKT, DAN, DBC, DD, DDE, DECK, DENN, DG, DISH, DNR, DO, DOW, DRIV, DSCO, DTLK, DTV, DUSA, DVAX, DVN, DVR, DWA, DXLG, E, EBAY, ECA, ELY, EMC, END, ENDP, EOX, EPAM, EPAX, EPB, EQIX, EROC, ESIO, ESV, ETE, ETN, ETP, ETRM, EVEP, EWZ, EXK, EXLP, EXPE, EXXI, F, FB, FCX, FDX, FLL, FLY, FOLD, FOSL, FRD, FSC, FSII, FTE, FWLT, FXCM, GCOM, GE, GEF, GEOY, GERN, GES, 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, HP, HPQ, HRS, HRZN, HTGC, HZNP, IACI, IAG, IMOS, INT, INTC, IO, IPGP, IQNT, IRDM, ISRG, ITRI, ITT, IVAN, JAZZ, JDSU, JEF, JNJ, JNPR, JOY, JPM, KBR, KCG, KEG, KERX, KFY, KLAC, KLIC, KONA, KR, KRO, LAD, LCI, LGCY, LIFE, LIME, LINE, LLL, LLY, LMOS, LMT, LNKD, LO, LOW, LPR, LSI, LULU, LVS, LXP, LYB, M, MANT, MCEP, MCHX, MCP, MDR, MDT, MELI, MET, MHR, MITL, MMLP, MMP, MO, MOD, MOS, MPC, MPW, MRCY, MRGE, MRK, MRO, MRVL, MS, MSFT, MT, MTDR, MTOR, MTSN, MU, MUR, MXIM, MYL, NBL, NBR, NE, NEE, NEM, NFLX, NFX, NGLS, NGPC, NILE, NOG, NOK, NOV, NRGY, NSC, NSPH, NTAP, NTSP, NUAN, NVAX, NVDA, NVS, NWY, NXPI, NXY, NYCB, NYX, OAS, OCZ, OHI, OIS, OKS, OPEN, OPLK, ORCL, ORLY, OXY, OZM, PAA, PAAS, PACR, PANW, PAYX, PBH, PBI, PBY, PCLN, PDH, PDLI, PDS, PEET, PEG, PES, PETM, PETS, PFE, PH, PM, PNG, PNK, PNRA, POM, POT, PSX, PTEN, PULB, PWER, QCCO, QCOM, QCOR, QLGC, QLTY, QRE, R, RAIL, RAX, RCL, RDWR, REGN, RES, REXX, RF, RFMD, RIG, RIGL, RIMG, RIO, ROC, ROVI, RRD, RSTI, RTEC, RTN, RUE, RUTH, RVBD, SAM, SCLN, SCMR.OB, SCO, SDRL, SEAC, SHOR, SIGA, SIMG, SIMO, SIRI, SKUL, SLB, SLCA, SM, SMCI, SN, SNY, SODA, SPLK, SPLS, SPN, SPPI, SPRT, SPY, SQNM, SSH, STI, STJ, STMP, STO, STT, STX, SVU, SWFT, SWKS, 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, USB, V, VALE, VELT, VICL, VLO, VMW, VNR, VOD, VRA, VXX, WAG, WDC, WEN, WFC, WFR, WFT, WHR, WIFI, WLL, WMT, WRES, XOM, XRX, YELP, Z, ZAGG, ZIXI, ZNGA
Latest  |  Highest rated
  • Las Vegas Sands Continues To Rolls Sevens [View article]
    Macau traffic solid..........http://on.barrons.com/...
    May 20 01:56 PM | Likes Like |Link to Comment
  • Cramer's 'Best Of Breed' Energy MLP Plays [View article]
    Fracking has been around for over 50 years and been used on over a million wells. In most cases the oil lies miles under any water aquifers........enviro... empty scare story...........Matt Damon and the hollywood crowd should stick to acting......they know nothing about geophysics or much else....but hey, Gore is up to Romney's wealth category on not much more than a scare story.....so can't knock it....:-)
    May 20 01:44 PM | 1 Like Like |Link to Comment
  • It Is Not Different This Time - It Is Worse [View article]
    Saw that earlier.........no institutional memory at all in this market....such is the allure of cheap money...
    May 20 01:33 PM | 1 Like Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    Rumors Spark Bank Run, Break-Ins in Brazil
    http://bit.ly/12H3Grr
    May 20 01:16 PM | Likes Like |Link to Comment
  • Priceline: Analysts Are Still Ticketing The Shares For Growth [View article]
    Priceline (PCLN +3%) is the "clear global winner" in the online travel agency space, writes Deutche's Ross Sandler, who is upgrading shares to Buy and raising his PT to $900. Sandler touts Priceline's "unique supply footprint, industry-high growth rates and margins, and over-exposure to ... international hotel bookings." He thinks margins (recently pressured by heavy search ad spend) will begin stabilizing in 2H, sees upside to consensus forecasts, and predicts earnings will "grow at a 20% CAGR over the next 3 years."
    May 20 12:49 PM | Likes Like |Link to Comment
  • It Is Not Different This Time - It Is Worse [View article]
    Exactly what I am doing.....bull call spreads are killing and cash position continues to grow as covered calls get rid of other positions at premiums...
    May 20 12:31 PM | Likes Like |Link to Comment
  • 2 Speculative $3 Stocks For The Current 'Risk On' Environment [View article]
    Piper Jaffray ups PT on GTAT..............http://bit.ly/17UpB2Q
    May 20 12:24 PM | Likes Like |Link to Comment
  • Valero Will Bounce Back [View article]
    Appreciate the kind words....refiners are running again.
    May 20 12:12 PM | Likes Like |Link to Comment
  • Getting Yield From The Improving Lodging Market [View article]
    Deutsch Bank raises PT on Diamondrock...........http://bit.ly/14oiQCx
    May 20 11:37 AM | Likes Like |Link to Comment
  • Reflections On The Current State Of Apple [View article]
    Five can't miss Apple stories from last week..............http://bit.ly/17Uf4on
    May 20 11:35 AM | Likes Like |Link to Comment
  • Valero Will Bounce Back [View article]
    Valero Energy (VLO +2.4%) pushes higher as a Friday story makes the rounds discussing the possible timing of a potential MLP for VLO's logistics assets. VLO has said it was evaluating an MLP, but the article seems more focused on the when rather than the if an MLP would happen. VLO has not yet made a commitment, but a spokesman says it is “leaning toward a positive decision."
    May 20 11:28 AM | Likes Like |Link to Comment
  • Cramer's 'Best Of Breed' Energy MLP Plays [View article]
    I don't really cover funds, but sure like CLMT and CVRR in the refinery MLP space right here...
    May 20 09:30 AM | Likes Like |Link to Comment
  • My Speculative Play On This $5 Energy Concern Is Getting Some Recent Love From Analysts [View article]
    In deals divesting itself of the majority of its inland fleet, Hercules Offshore (HERO) sells 11 of its inland barge rigs to an undisclosed buyer for $45M and sells its inland barge rig Hercules 27 to another unrelated buyer for $10M. HERO expects to book a non-cash impairment charge of ~$40M in Q2
    May 20 09:02 AM | Likes Like |Link to Comment
  • It Is Not Different This Time - It Is Worse [View article]
    "France, but also Germany, have a special responsibility, as heavyweights in the eurozone, to take seriously the new deficit reduction rules," Bundesbank chief Jens Weidmann says, becoming the second official in a week to remind France of its obligation to cut its budget deficit to 3%, even if it takes a few extra years. There is a "certain amount of flexibility" in the rules, Weidmann continues, but their "credibility won't be enhanced if one were to exhaust [that] flexibility right at the start." Translation: Weidmann doesn't want anyone pushing their luck
    May 20 07:40 AM | Likes Like |Link to Comment
  • Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead [View article]
    The deal may be far from done, but that hasn't stopped analysts from spending (in their heads anyway) the theoretical $100B+ cash hoard Vodaphone (VOD) would be sitting on in the event Verizon (VZ) buys out VOD's 45% Verizon Wireless stake. "What they should do is a dramatic rethink of the business," a Bernstein analyst tells Bloomberg. One possibility: acquisitions, such as Kabel Deutschland Holding and/or Liberty Global, KBC asset management says. Even if the company returned half of the cash from a potential deal to shareholders, it would still be left with $62B, including what it currently has on its books.
    May 20 07:38 AM | Likes Like |Link to Comment
COMMENTS STATS
6,770 Comments
5,025 Likes