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Clayton Rulli

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  • Chevron Takes Over Operatorship Of Kitimat LNG, Pays Low Price [View article]
    CVX's Gorgon LNG project in Australia is a monster!
    Dec 31 03:31 PM | 1 Like Like |Link to Comment
  • Comparing Intel And Nvidia: Which Should You Buy? [View article]
    Still waiting on that BRCM piece! :-)
    Dec 31 10:08 AM | Likes Like |Link to Comment
  • 2 Unloved MLPs Without The GP Ball And Chain [View article]
    JDH... Thank you for sharing your thoughts. I was thinking about this issue too... It seems if they acquired properties they will probably rush to get the oil flowing... right?
    Dec 28 09:20 AM | Likes Like |Link to Comment
  • 2 Unloved MLPs Without The GP Ball And Chain [View article]
    TFCAB! Getting hosed on MLP's lately. hopefully come 2013 we will have more clarity on tax concerns.
    Dec 28 09:18 AM | Likes Like |Link to Comment
  • Riding The Rails At Plains All American Pipeline [View article]
    Pipelines leak just as easy :-)
    Dec 27 03:41 PM | Likes Like |Link to Comment
  • TPG-Axon discloses a 6.7% stake in SandRidge Energy (SD) via an SEC filing, up from an earlier 6.5%. The hedge fund filed papers yesterday to oust SD's board with its own slate of directors, two days after it sent a blistering letter to the board demanding it investigate whether CEO Tom Ward and his son had engaged in self-dealing and had directly competed with the company. [View news story]
    the company has grown tremendously. Too bad the stock hasnt.
    Dec 27 09:26 AM | Likes Like |Link to Comment
  • Long Mannkind? How To Make Money While In Queue [View article]
    Wcoast. If they don't issue more shares it is likely they will need a partner to buy in to fund the new product. I am not sure what they intend on doing since the decision is so far away.

    All the best,

    Dec 23 02:50 PM | Likes Like |Link to Comment
  • Buy Logitech, It Will Crush 2013 And 2014 [View article]
    Alex: Perhaps the hatred of the PC has brought down Logitec unfairly. I have a couple questions....

    Net Sales has declined YOY 2011-2012 according to your chart. Why do you think this trend will improve? If PC's are "dieing" as everyone has been claiming, why is LOGI immune? I appreciate your insights.
    Dec 21 07:03 PM | Likes Like |Link to Comment
  • Pandora And Mobile Ads, A Touch Too Much: Part II [View article]
    So is there any way to invest in Spotify?
    Dec 21 06:27 PM | Likes Like |Link to Comment
  • Can Annaly Capital Management's Reduced Dividend Be Sustained? [View article]
    Dec 21 05:12 PM | Likes Like |Link to Comment
  • Bank Of America Warrants: Alpha Rich Trade To Leverage Capital Gains [View article]
    Don't spend the divy all at one place! :-)
    Dec 19 11:32 AM | 2 Likes Like |Link to Comment
  • How I'm Playing A Rebound In Oil [View article]
    CRZO is a big swinger! Perhaps easily manipulated due to smaller size? I like the company's growth, although it does come with risks, naturally.

    I sold some puts on the last dip and did well with them. Perhaps I should have added more shares at that moment too.
    Dec 19 11:18 AM | Likes Like |Link to Comment
  • You'd Best Buy Radio Shack [View article]
    How bout neither!
    Dec 19 11:16 AM | 1 Like Like |Link to Comment
  • Bank Of America Warrants: Alpha Rich Trade To Leverage Capital Gains [View article]

    What are your thoughts on BAC's mortgage portfolio? I often disregard attempting to judge their book value as it is so difficult to accurately value this set of assets. Is shadow inventory for real? Is their overweighting in California real estate recovering? What do you think of this mysterious gloom surrounding BAC, that to my feeble mind at least, is so difficult to value/measure?
    Dec 19 09:27 AM | 1 Like Like |Link to Comment
  • A Close Look At SandRidge's Results In The Mississippian [View article]
    Brad: Thank you for keeping this discussion alive, it's what makes SA special. WHat is your opinion:

    We've all heard of a couple big shareholders pushing to dissolve the board, oust Ward, and sell the company or what have you. But I was thinking, is this really much different than what Ward is doing right now?

    Ward wants to sell a big set of valuable assets which could trade at a premium to unlock some value.... Why is his intents so frowned upon, yet selling the ENTIRE company so much more accepted?
    Dec 19 09:11 AM | Likes Like |Link to Comment