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Clayton Rulli

 
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  • The Curious Case Of BreitBurn Energy Resource Partners' Failed Senior Notes Offering [View article]
    I agree. They have some nerve offering to buy QRE with BBEP units, then right after the exchange rate is announced they do a big equity offering. QRE should do the same to make it even!
    Nov 4 09:49 AM | Likes Like |Link to Comment
  • Rose Rock Midstream: A Buy High, Sell Higher MLP With 54% Crude EBITDA [View article]
    good call jjkool.
    Nov 4 07:56 AM | Likes Like |Link to Comment
  • Update: The FBI Is Looking Into American Realty Capital Properties [View article]
    I knew I should bought puts on friday. stupid me
    Nov 3 08:34 AM | 1 Like Like |Link to Comment
  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    Dan are you scared to share your opinion in an open forum? He said he will even pay you. :-O :-O
    Nov 1 08:19 AM | 1 Like Like |Link to Comment
  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    "ALL professionals know that the value of a company is the present value of its future cash flows (DCF)" You mean like Amazon? hehe. sorry couldnt help it. Sorry guys, you stuck your hand in the free blender again. Don't blame mark the button got stuck
    Nov 1 08:17 AM | 2 Likes Like |Link to Comment
  • Tesoro pushes higher after blowout Q3 results [View news story]
    bunch a crooks paying little for oil then charging alot for gas
    Oct 31 03:23 PM | Likes Like |Link to Comment
  • Eagle Rock Energy Net Income of $266.3M [View news story]
    what commodity pricing are you using for that?
    Oct 31 07:57 AM | Likes Like |Link to Comment
  • EOG Resources: Resilience In The Face Of Lower Oil Prices [View article]
    EOG has weak hedging through 2015 fyi
    Oct 30 01:03 PM | Likes Like |Link to Comment
  • General Motors Is A Buy At $30 [View article]
    I agree Rohit. I certainly wouldn't create a massive position due to reasons you cite but we must admit GM at 4% + yield is appealing.
    Oct 30 09:39 AM | 2 Likes Like |Link to Comment
  • EOG Resources: Do Oil Hedges Offset The Saudi Rumor Mill? [View article]
    to clarify i meant STO call while BTO a put.
    Oct 29 08:03 AM | Likes Like |Link to Comment
  • Can't make this stuff up: Fast traders profiting from SEC system [View news story]
    amazing.
    Oct 29 07:44 AM | Likes Like |Link to Comment
  • Cerner -2.1% AH after revenue miss, cautious Q4 guidance [View news story]
    Midpoint of expectation is 897.5 vs consensus of 904.6, not much of a miss to warrant a headline like this. Q3 bookings were at the high end of a guidance range, plus Backlog +21% to $10.16B. !
    Oct 23 07:55 PM | Likes Like |Link to Comment
  • EOG Resources: Do Oil Hedges Offset The Saudi Rumor Mill? [View article]
    there are many others that are better hedged with even more severe pullbacks. What is adequate depends on the specific investors risk tolerance. My point here I think is that EOG isn't as safe as some think.
    Oct 19 10:13 AM | Likes Like |Link to Comment
  • EOG Resources: Do Oil Hedges Offset The Saudi Rumor Mill? [View article]
    bbob--- what is your cost basis like? dont forget, doing both is an option, aka "collar", by using out of the money strikes
    Oct 18 04:55 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources: Buy When Market Forces Snowball [View article]
    Position update if you went with the put protection with VNR shares:
    Last price on the 20 strike option $1.30 http://yhoo.it/1sUuz9E

    This is a $70 loss on the put (2.00-1.30)

    Shares are at ~$25 from ~$22.50. This is $250 gain from 100 VNR shares and a -$70 loss from the put. (250-70)=$180 net profit off $450 max risk excluding dividends possible, or 40% profit/max risk so far. Not bad thus far!

    Investors could sell to open a call at this point, possibly the 30 strike in April on the next big bounce. .75-1.00 or higher would be great. 30.75 or 31 max gain off 24.50 basis net put protection without dividends is a great gain to be had by April, especially when calculating net gain versus max risk, as this new call premium of .75 or 1.00 would reduce max risk by almost 20%.
    Oct 18 10:29 AM | 1 Like Like |Link to Comment
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