Derrick Lilly

Long only, gold, dividend growth investing, gold & precious metals
Derrick Lilly
Long only, gold, dividend growth investing, gold & precious metals
Contributor since: 2012
Thu, 4:11 PM
Derrick Lilly
TradeKing or OptionsHouse? Current eTrade customer....
Wed, 9:52 PM
Derrick Lilly
$ASC sells off, but analysts call $13 NAV in conference call Q&A. Buy the dip? http://seekingalpha.com/a/2as9c
Wed, 9:40 PM
Derrick Lilly
$DHT raises dividend 16% and announces $50 million stock repurchase plan. http://seekingalpha.com/n/1tzo2
Wed, 5:04 PM
Derrick Lilly
$BX spin-off $PJT announcing earnings next week. I'd like to see some shareholder value creation here. http://on.mktw.net/1QGJTkE
Feb 1, 5:15 PM
Derrick Lilly
$DIS rated the most powerful brand http://on.mktw.net/1NN0O0g
Feb 1, 5:11 PM
Derrick Lilly
$CPLP heading to $9? http://bit.ly/1NN0ezA
Feb 1, 11:55 AM
Derrick Lilly
Anyone know why $AJRD is down so hard today?
Jan 29, 9:42 PM
Derrick Lilly
Insights worth a read for ship investors: http://seekingalpha.com/a/2ahts $CPLP $SSW $GSL $ASC $DHT $STNG $GMLP $EURN $KNOP $FRO $CMRE
Jan 26, 5:20 PM
Derrick Lilly
Any Ticker suggestions for an Options newbie?
Jan 26, 5:32 PM
$VGLS
Jan 26, 10:07 PM
Practice with $T or $PFE...usually inexpensive and low IV
Jan 22, 10:56 AM
Derrick Lilly
$STNG repurchased 2.3M shares @ $5.96 avg, but the market isn't following their lead.... http://on.mktw.net/1nDwyA6
Jan 21, 4:58 PM
Derrick Lilly
Thanks for the 20% dividend increase $VLO
Jan 21, 4:37 PM
Derrick Lilly
Need a laugh? ... How exactly does the stock market work? http://bit.ly/20hE4yr
Jan 21, 4:41 PM
Spot on!
Jan 21, 12:23 PM
Derrick Lilly
Sports Direct inceases $ICON stake AGAIN http://on.mktw.net/1nAGRVs
Jan 20, 5:07 PM
Derrick Lilly
$CPLP 25% forward yield. Maybe a bit oversold? http://seekingalpha.com/n/1t6eq
Jan 15, 4:26 PM
Derrick Lilly
I bought some $SPXS ... The bull market will now resume, haha.
Jan 13, 2:30 PM
Derrick Lilly
$VLO -11% ... totally makes sense.
Jan 12, 12:50 PM
Derrick Lilly
$DHT sellers should rethink this. Earnings benefit from their mix of LTC and Spot exposure. Div looks safe. http://bit.ly/1mUIVYq
Jan 12, 11:21 AM
Derrick Lilly
Marlin Gold $MLNGF releases updated corporate presentation. Big plans, but will shareholder value follow? http://bit.ly/1mUrGXe
Jan 6, 2:19 PM
Derrick Lilly
$BX and $PJT getting crushed for what?
Jan 6, 2:04 PM
Derrick Lilly
Added $TEVA $CCL $DHT to Roth
Jan 14, 7:29 PM
Good add on $TEVA. I have held it since 2011. Re-invested dividends very happy with this company. Generics will continue to get bigger.
Jan 15, 2:14 PM
Thanks. Rotated out of some big winners to add to new positions and things that looked oversold. Wish I waited 10 days though =)
12/23/15
Derrick Lilly
$DIS $VLO $FB $EA not working for longs today
12/17/15
Derrick Lilly
Swapped some $RTN profits for $OA and $COP for $MRK. Added spec position in $JASO. $PSX into $VLO last week. Adding $TEVA to roth for 2016.
1/13/15
Derrick Lilly
Tossed in the towel on $TPRFF, that ship can't be righted. Adding to $MLNGF. Low float; volume sucks, but management is top-notch.
11/19/14
Derrick Lilly
$NADL market cap equal to the price of one new UDW rig...
11/19/14
insane right? their price to sale and price to book are both less than 1 right now
11/20/14
need to add net debt; EV is $3.4bn. assume fwd EBITDA to drop 25 - 30%, that's implied multiple of 8 - 8.5x. not a no-brainer.
11/13/14
Derrick Lilly
Wow. $NADL must be going bankrupt or something. Getting ridiculous.
11/13/14
I just add a bit more at $4.17. I'm in world of hurt with both $NADL & $SDRL, as long as they don't go bankrupt, I think I can wait it out.
I just got filled on a few $2.50 APR 2015 calls at $0.03 over the current share price, strike+premium. Stock direction is decidedly bearish.
9/17/14
Derrick Lilly
New $MLNGF coverage by The Mining Report. Shares are thinly traded with Wexford Capital owning 80% http://bit.ly/1s6BwGf $GLD $MUX
9/16/14
Derrick Lilly
Let me jinx everyone... $SDRL is green today!
9/12/14
Derrick Lilly
What's with the pressure on $GPT, $CSG and $LTC
9/5/14
Derrick Lilly
WTH $KTOS
9/4/14
Derrick Lilly
$MLNGF under $1.10 is a bargain. New coverage from M Partners says BUY - http://bit.ly/1lhOnT3 $MUX $BTG $GG $GLD
8/21/14
Derrick Lilly
Marlin Gold $MLNGF looking good today despite other miners heading lower. $MUX $BTG $TGD $GG
8/20/14
Derrick Lilly
WestMountain Gold $WMTN is a little-known Alaska gold miner with a small float, and big insider ownership. http://bit.ly/1natlkp