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Bret Jensen

 
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Latest  |  Highest rated
  • Berkshire Ups Their Bet On Chicago Bridge & Iron [View article]
    I keep adding incrementally to CBI, keeps winning contracts....keeps going down....very weird action.
    Oct 11 02:31 PM | Likes Like |Link to Comment
  • It Is Getting Ugly Out There [View article]
    Felt a bit like capitulation in energy Friday.
    Oct 11 11:40 AM | Likes Like |Link to Comment
  • Micron: Barron's Sees $50 A Share In The Cards [View article]
    Depends on direction of market, have no problem adding a few shares here.
    Oct 11 11:17 AM | Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    Again depends on the policies of the firm and how long drop in energy prices lasts. Know several MLPs that have 80% or more of their production hedged through 2015 with one hedged 42% all the way out in 2019. Also depends on cost of production, mix of production (NG prices seem to have stabilized before what should be a harsh winter) and how fast production is growing. Don't lump these plays in one bucket. Like saying the Gap, Walmart and Neiman Marcus will behave exactly alike. JMTC.
    Oct 11 08:16 AM | 1 Like Like |Link to Comment
  • Why The Market Topped Out [View article]
    All depends on your risk profile and investment goals. I tend to use a lot of out of money bull put spreads on new positions, am holding just over 20% (down from a third prior to this recent downturn) cash. Important to make incremental moves right now I believe.
    Oct 11 05:19 AM | 2 Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    It depends on the individual company, hedging practices and their acreage. Breakeven points are different across the E&P plays. Read their investor presentations and go through their conf call transcripts and you will see every play has a different flavor. JMTC
    Oct 11 05:17 AM | 3 Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    Thanks, I was being sarcastic on companies being great allocators of capital...
    Oct 10 04:09 PM | 3 Likes Like |Link to Comment
  • Gilead: Catalysts In Place For A Big October [View article]
    The FDA approves Gilead Sciences' (GILD -0.3%) Harvoni for the treatment of chronic hepatitis C genotype 1 infection.
    Harvoni is a combination of ledipasvir and sofosbuvir. It is the first approved regimen that does not require administration with interferon or ribavirin.
    This is the third HCV drug approved in the last 12 months. The agency cleared Janssen's (JNJ +0.3%) Oysio (simeprevir) in November 2013 and Sovaldi in December 2013.
    Price: $94,500/12 weeks, $63,000/8 weeks.
    Oct 10 02:08 PM | 3 Likes Like |Link to Comment
  • Berkshire Ups Their Bet On Chicago Bridge & Iron [View article]
    Amazing, stock keeps going down....company keeps winning contracts.....very weird....http://yhoo.it/1C1V8KO
    Oct 10 01:21 PM | Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    I have advocated holding 25% to 35% cash for months. That does not mean I am still not actioning specific situations such as my article on the Gap after sell-off yesterday. A little bit of a difference.
    Oct 10 12:02 PM | 26 Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    We are still the best house in an ugly neighborhood. I also think Fed would come in if we hit more than 10% decline just like they did after QE1 and QE2 resulting in declines in the teens.
    Oct 10 11:07 AM | 5 Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    I don't have a crystal ball unfortunately. That is why I am adding incrementally on dips.....could do down for weeks, or we could have massive rally in some of the oversold areas (Ex, Energy) that could make your head snap.
    Oct 10 10:52 AM | 14 Likes Like |Link to Comment
  • Playing This Yo-Yo Market [View article]
    Politicians tend to be them true selves after they achieve lame duck status. Maybe 44 will be exception but I would not bet on it.
    Oct 10 10:02 AM | 2 Likes Like |Link to Comment
  • Playing This Yo-Yo Market [View article]
    Which works out to $1.4 million a room or key.......
    Oct 10 06:09 AM | 3 Likes Like |Link to Comment
  • Playing This Yo-Yo Market [View article]
    China will slow, they are now at the GDP per capita level inflation adjusted where other centralized economies faltered and have they own huge problems. I view the purchase of the Waldorf Astoria for $1.4 million a key by a Chinese firm as sign they are topping out. Reminds me of when the Japanese bought Rockerfeller Center and Pebble Beach for ridiculous amounts.
    Oct 10 05:14 AM | 5 Likes Like |Link to Comment
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