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Clayton Rulli

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  • Annaly Capital Management And The Spread: One Widening Reason Not To Sell [View article]
    I think the Preferreds are a buy, namely NLY's
    Jun 11, 2013. 02:05 PM | 1 Like Like |Link to Comment
  • The ARM Singularity [View article]
    I agree with Paulo. It appears there is more much more risk to ARMH's shares than INTC's at this point.
    Jun 11, 2013. 09:00 AM | 1 Like Like |Link to Comment
  • Pounding The Sand For Hi-Crush Partners LP [View article]
    Cause (OXY) is making sure they won't get passed :-)
    Jun 7, 2013. 03:44 PM | 2 Likes Like |Link to Comment
  • CYS: A Nice Yielding REIT, BUT... [View article]
    If you want short pos. better hurry before its too late!
    Jun 7, 2013. 03:28 PM | Likes Like |Link to Comment
  • With Its 11.70% Yield, QR Energy Is On Sale [View article]
    just got long via Aug 17.50 calls. High fives Al !
    Jun 7, 2013. 11:35 AM | 1 Like Like |Link to Comment
  • Tesla Q2 Preview: Huge Upside Potential For Results And Guidance [View article]
    I think it is fairly small in China though, right?
    Jun 6, 2013. 08:10 AM | 1 Like Like |Link to Comment
  • BP's $8B settlement with Gulf of Mexico spill victims may have hurt more than it helped, according to a Bloomberg report. “BP hoisted itself” when its attorneys didn’t negotiate a requirement that businesses prove their losses were caused by the spill in order to get paid, one trial lawyer says. Instead, BP must rely on a U.S. court to rein in awards such as a $21M payout to a rice mill 40 miles from the coast whose revenue rose the year of the spill. [View news story]
    ummm isn't that a common sense requirement? If not maybe I'll submit a claim too
    Jun 5, 2013. 09:52 AM | Likes Like |Link to Comment
  • SolarCity Creates Value In Firsthand Technology Value Fund [View article]
    I found your article when researching how to invest in Twitter. I'm a believer in this company's future but am little impressed by these BDC's that have just a slice of Twitter as their portfolio pie with extra cheese on top ( cash and fees). What do you think is a good way to own Twitter?
    Jun 4, 2013. 11:04 PM | 1 Like Like |Link to Comment
  • MannKind: It All Comes Down To This [View article]
    I doubt that the 99% want to take insulin in the first place... so I have a hard time believing your statistic is accurate . Where is your source?
    Jun 4, 2013. 04:16 PM | 6 Likes Like |Link to Comment
  • Tesla's Ambitious SuperCharger Infrastructure Build Is SuperExpensive [View article]
    your battery replacement cost is a good point. How long does the battery last really? For example In varied temperature climates like the North East US? In other words, is 8 years life when the battery is in perfect conditions, like say indoors in the TSLA lab?
    Jun 3, 2013. 10:11 AM | Likes Like |Link to Comment
  • SolarCity Creates Value In Firsthand Technology Value Fund [View article]
    you make valid points and I enjoyed the article...Some say the bad FB IPO put a damper on these companies as some fear future ones will bring similar dissapointment... I liked your thoughts on SCTY.... whats the point of owning something like SVVC if it doesn't appreciate along with it's holdings? Sort of like working for a paycheck but not being sure if I will get paid in dollars or worthless arcade tickets...How can an investor bank on SVVC when the NAV is so disproportionate. Also... what gives with the big cash positions?
    Jun 2, 2013. 04:30 PM | Likes Like |Link to Comment
  • Twitter IPO Just A Matter Of Time, Most Experts Agree [View article]
    know any funds with big holdings in Twitter?
    Jun 2, 2013. 03:01 PM | Likes Like |Link to Comment
  • Heavy-Hitting Activist Investors Could Push These 3 Stocks Much Higher [View article]
    does SVVC have ~ 135 M in cash or is it just me?

    You calculation is accurate! ~16/share is cash , or about 80% of fund value at current stock price . How could this be?! Perhaps they are preparing for the next investment, or possibly feel the market is toppy?
    Jun 2, 2013. 02:30 PM | 1 Like Like |Link to Comment
  • The Bizarro World Of Tesla Longs [View article]
    it's selling a bear call spread while selling a bull put spread. Its basically what you said, except by selling spreads on both ends your max loss is capped-- without the 2 extra legs your max loss would be TSLA = 0 or TSLA = infinity
    Jun 1, 2013. 02:25 PM | Likes Like |Link to Comment
  • Wait For Occidental Petroleum's Plans Before Jumping In [View article]
    in the case of OXY, the business could be divided and when added will probably equal more than the way OXY stands now. OXY has many assets and operations worldwide, midstream assets, and a great chemicals business.

    A barrons article a couple months ago put the value at $125 share.
    Doug Terreson, analyst at ISI Group, OXY is worth $105 a share as is, but thinks the breakup value is about 20% higher. He says the E&P operation is worth $38 a share, international $33, the Permian Basin assets $32, the California assets $15, the Abu Dhabi project $4, chemicals $3, its portion of the BridgeTex oil pipeline in Texas $4, and other midstream assets $4. Excluding net debt, that would bring the stock to roughly $125 a share.

    disclosure: long since $82/share
    Jun 1, 2013. 10:00 AM | Likes Like |Link to Comment