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Bret Jensen

 
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Latest  |  Highest rated
  • Barron's Could Boost Boeing [View article]
    Based on recent signals from the Obama administration, it looks like Boeing (NYSE:BA) will win NASA's multibillion-dollar "space taxi" contract, WSJ reports.Boeing is competing with Elon Musk's SpaceX and Sierra Nevada for the funding, although a joint award is a possibility.The development of space taxis will also clear the way toward commercial space endeavors, which is likely to allow contractors to develop and operate space vehicles with limited federal supervision.
    Sep 16 08:41 AM | 1 Like Like |Link to Comment
  • Bank Of America: Stage Set For Substantial Upside [View article]
    Morgan Stanley's (NYSE:MS) chairman of China investment banking Alex To plans to exit soon to run Bank of America's (NYSE:BAC) investment bank in that country. To joined Morgan in 2006 and played a key role in Shuanghai's purchase of Smithfield foods last year. His bank currently ranks sixth in investment banking revenue in Asia ex-Japan, according to Dealogic. BofA ranks ninth.
    The move is the latest in a series of management moves in China investment banking - in July JPMorgan grabbed UBS's top guy, and last month Morgan Stanley lured over a Deutsche Bank executive.
    Sep 16 08:41 AM | Likes Like |Link to Comment
  • Are Investors Positioned For A Brutal Winter? [View article]
    It is Climate Change now....get with the program!....:-)
    Sep 16 08:39 AM | 2 Likes Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    Analyst Gene Munster from Piper Jaffray reiterated a Buy rating on Apple(AAPL).
    Sep 16 07:29 AM | 1 Like Like |Link to Comment
  • Abraxas Petroleum: My First Trade For Monday [View article]
    ...Abraxas Petroleum (NASDAQ:AXAS) +1.2% AH after raising Q3 production guidance to 6.9K-7K boe/day from 6.5K-6.7K boe/day, and lowers expected operating costs to $12-$13/boe from $13-$14/boe.
    AXAS says three wells at its North Fork prospect in North Dakota have been on production an average of 27 days, producing 1,269 boe/day per well during the period.
    Sep 15 10:15 PM | 1 Like Like |Link to Comment
  • 2 Attractive Small Caps For Less Than A Latte [View article]
    Abraxas Petroleum (NASDAQ:AXAS) +1.2% AH after raising Q3 production guidance to 6.9K-7K boe/day from 6.5K-6.7K boe/day, and lowers expected operating costs to $12-$13/boe from $13-$14/boe.
    AXAS says three wells at its North Fork prospect in North Dakota have been on production an average of 27 days, producing 1,269 boe/day per well during the period.
    Sep 15 09:14 PM | Likes Like |Link to Comment
  • Are Investors Positioned For A Brutal Winter? [View article]
    Not a "goof", man is now worth some $250mm pushing this BS....guy is a genius, should have gone to Hollywood in first place.....:-)
    Sep 15 09:05 PM | 1 Like Like |Link to Comment
  • Could Alibaba's IPO Suck The Life From Amazon? [View article]
    The premium is way too much unfortunately...If I could straight out short in my portfolio I would....Oh well, AVNR up 85% today.
    Sep 15 08:16 PM | Likes Like |Link to Comment
  • Are Investors Positioned For A Brutal Winter? [View article]
    So much for the alarmists..............http://bit.ly/1oRDQd6
    Sep 15 07:49 PM | Likes Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    Kevin,

    I think GILD's off day has more to do with Alibaba. Huge IPO is sucking the air out of all the "risk on" stocks and indices...including Russell 2000, NASDAQ, the biotech sector, Tesla, Netflix.....if its gets under $100 will add some....under 13 times this year's earnings with continuing growth drivers ahead....

    Bret
    Sep 15 03:59 PM | Likes Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    Difference is they are like Microsoft that consumers will use them even if there might be other products....I do agree with you there... It is telling that Google Wallet could not get the same deal with banks as Apple just apparently did. Like I said, not the screaming buy it was 14 months ago.....but should continue to outperform market given growth drivers and low valuation....JMTC.
    Sep 15 03:57 PM | Likes Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    Worked as a technology director at Amex for years...huge severance package and stock option gains launched this nice little journey into semi-retirement (Great benefits at Mother Amex and very nice people as well)....However, its litany of big splashy announcements in the technology space that lead to nothing is legendary (Blue Card, online banking, one stop financial marketplace, etc...). Even its vaunted Membership Rewards platform has caused billions in write-offs over the years as it can never account for redemption rates accurately from an actuarial basis. This is a great marketing company that is fortunate to occupy the highest tier of consumer in this age of wealth inequality.

    The Chief Risk Officer actually blamed FICO for not adjusting their algorithms fast enough during the financial crisis for Amex's huge write offs during the period...........and yes, he is still there. Lots of reason to buy AAPL here, its partnership with Amex is not a material one.
    Sep 15 02:28 PM | 7 Likes Like |Link to Comment
  • Avanir Pharmaceuticals: Shares Could Have Significant Upside Ahead [View article]
    Please send check to...:-). Congrats on your bounty...
    Sep 15 02:14 PM | Likes Like |Link to Comment
  • Avanir Pharmaceuticals: Shares Could Have Significant Upside Ahead [View article]
    Not his best call obviously....:-). Sold some Jan 2015 $11 covered calls for over $2 as way to mitigate risk/gain some nice premium.
    Sep 15 01:27 PM | Likes Like |Link to Comment
  • Could Alibaba's IPO Suck The Life From Amazon? [View article]
    AMZN down $9 at 11am EST.
    Sep 15 11:06 AM | 1 Like Like |Link to Comment
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