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Bret Jensen

 
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  • The Contagion From The Imploding Oil Market Spreads [View article]
    U.S. energy companies are wasting little time in starting to cut drilling, jobs and spending in the wake of declining oil prices, WSJ reports.In recent days, ConocoPhillips (NYSE:COP) said it would spend 20% less next year on drilling wells; EOG Resources (NYSE:EOG) said it would shed many of its Canadian oil and gas fields, close its Calgary office and lay off employees; and Matador Resources (NYSE:MTDR) said it may temporarily leave the Eagle Ford Shale area in Texas, where drilling recently fell to 190 rigs after hitting 210 rigs in July.Analysts say companies with a lot of debt, low rates of return and little chance of drilling their way to better profitability, such as Triangle Petroleum (NYSEMKT:TPLM), will be hurt if crude remains below $75/bbl."A contraction is unavoidable,” says an economist for the Texas Alliance of Energy Producers.
    Dec 11, 2014. 11:32 AM | 1 Like Like |Link to Comment
  • Dow 18,000? Not So Fast [View article]
    After two years of your constant stalking, only thing you can expect or deserve.
    Dec 11, 2014. 10:40 AM | 6 Likes Like |Link to Comment
  • The Contagion From The Imploding Oil Market Spreads [View article]
    That is the $64K question. Commodities not my field of expertise but feels like we have to be close given how much problems oil at this level will create for most OPEC nations and Russia if they continues. Had dinner with friend that was head commodities broker for one of the top five commodity brokers for two decades and runs his own clearing house. He believes we are getting pretty close to a bottom for what it is worth.
    Dec 11, 2014. 10:31 AM | 2 Likes Like |Link to Comment
  • Dow 18,000? Not So Fast [View article]
    The one note, one penny a click stalker strikes again. Don't you have other hobbies?
    Dec 11, 2014. 10:13 AM | 6 Likes Like |Link to Comment
  • Dow 18,000? Not So Fast [View article]
    Made my airlines plays when media was trying to make a couple of Ebola cases in U.S. look like the black plague back in Mid-October.....http://seekingalpha.co...
    Dec 11, 2014. 09:53 AM | Likes Like |Link to Comment
  • Dow 18,000? Not So Fast [View article]
    Thanks for the kind words and support. I have myriad large cap growth plays. Detailed article on AVGO should hit SA main site just before noon EST today (I would not leave you hanging....but SA has 24 embargo on it for PRO Alerts).
    Dec 11, 2014. 09:17 AM | Likes Like |Link to Comment
  • The Contagion From The Imploding Oil Market Spreads [View article]
    Yes, it seems the Saudis are better than punishing our enemies (Russia, Iran) than we are.
    Dec 11, 2014. 08:42 AM | 4 Likes Like |Link to Comment
  • Dow 18,000? Not So Fast [View article]
    http://bloom.bg/1vUfczZ
    Dec 11, 2014. 08:04 AM | Likes Like |Link to Comment
  • The Contagion From The Imploding Oil Market Spreads [View article]
    Sorry sir, I don't give my work product out for free and neither does any other entrepreneur.....

    smallcapgems.coms
    bluecapgems.com

    Both will have my top 20 picks in each sector.
    Dec 11, 2014. 07:56 AM | 2 Likes Like |Link to Comment
  • The Contagion From The Imploding Oil Market Spreads [View article]
    Of our $17 Trillion overall national debt and $115 Trillion in unfunded entitlement liabilities.
    Dec 11, 2014. 07:53 AM | 2 Likes Like |Link to Comment
  • Tutor Perini: An Oversold Small-Cap Gem [View article]
    Loony Left was not aimed at you but at an extreme fringer that spends two hours a day stalking my columns. If it was an extreme rightest, would have made similar comment. Social moderate, fiscal conservative and economic liberal.....which means I dislike 80% of one party and 95% of the other.
    Dec 11, 2014. 07:52 AM | 3 Likes Like |Link to Comment
  • The Contagion From The Imploding Oil Market Spreads [View article]
    If I said the sky was blue, Mr. Davies....I think you would take issue with it as it was my opinion.........:-)
    Dec 10, 2014. 03:34 PM | 5 Likes Like |Link to Comment
  • 2 More Yield Plays For 2014 [View article]
    ...Zigging while the market zags today is Gramercy Property Trust (GPT +3.6%) after last night announcing a mammoth $399M deal to buy a 12-property portfolio - this for a company with a $744M market cap, and whose usual deal size stays in the $20M or less range.
    Dec 10, 2014. 12:59 PM | 1 Like Like |Link to Comment
  • The Contagion From The Imploding Oil Market Spreads [View article]
    Iraq is drop in bucket in context of things. Unfunded entitlement liabilities (Medicare, Medicaid, Ssec, Ssec disability, ACA, Federal govt pensions, etc) all of them initiated by progressives (except for Medicare part D) now total some $115 T. That is approximately $1.1 million per actual taxpayer in this country. Still think these are "meager" subsidies? Hate to see what "largesse" is in your world.

    http://on.wsj.com/1qw11QK
    Dec 10, 2014. 12:27 PM | 6 Likes Like |Link to Comment
  • The Contagion From The Imploding Oil Market Spreads [View article]
    It is estimated that the production ramp up has boosted GDP .3% to .6% annually over the past half dozen years. Will be interesting to see if increased consumer spending and growth in low wage jobs (retailer, restaurants, etc...) can make up for huge cap ex cuts and high paying jobs in sector.
    Dec 10, 2014. 11:25 AM | 1 Like Like |Link to Comment
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