Seeking Alpha

John D. Thomason

View John D. Thomason's StockTalks BY TICKER:
  • John D. Thomason
    NuStar ($NS) Management 3rd Qtr story accepted, stock up $4 Tuesday. A speculation that may work out. Holding for now.
    11/13/13
    Reply
      • John D. Thomason
        Added to my $DLR position just above $50. Could not resist the bargain. The volatility is unreal. The report was not that bad!
        10/30/13
        Reply (4)
      • View all 4 replies
        • Ckent323: My limit buy order set a month or so ago triggerd at $50.50. Looking carfully at them and evaluating if I want to buy more.
          10/30/13
        • Ckent323: Agreed the report was not that bad. Wondering if Highfield Capital bearish position fear from a few months ago is in play. Opportunity or ??
          10/30/13
          • John D. Thomason
            $HCP is presenting a buying opportunity today (10/4/2013). It appears to be a reaction to a sudden and unexpected CEO change.
            10/4/13
            Reply (1)
            • caljac51: Last time HCP was this low was April 2012. It is the only REIT increasing dividends every year since 1986.Time to buy.
              10/7/13
              • John D. Thomason
                Sold another TAP call yesterday, for $2.25. See my Instablog posting just published today for details.
                12/12/12
                Reply
                  • John D. Thomason
                    Update on HPQ - bought more of this turkey yesterday, sold today, made enough $ to buy a (real) turkey. Happy Thanksgiving,all!
                    11/21/12
                    Reply (5)
                  • View all 5 replies
                    • smokeyRose: The company Must have some Value though No?
                      11/21/12
                    • John D. Thomason: Only if the stock price stops sliding, and the dividend holds. Neither is guaranteed. Past sins just keep surfacing.
                      11/22/12
                      • John D. Thomason
                        See my Instablog post for Thansgiving to learn what I am thankful for regarding HPQ!
                        11/21/12
                        Reply
                          • John D. Thomason
                            NuStar (NS) down $2 + on disappointing earnings - buy opp in my opinion for this MLP-typical market overreaction.
                            4/25/12
                            Reply
                              • John D. Thomason
                                Total Petroleum (TOT), down $5+ in 3 days due to a gas leak/shutdown in N.Sea, represents a buy opp. Act fast, it already is back > $50.
                                3/29/12
                                Reply
                                  • John D. Thomason
                                    Very interesting, contrasting ratings out this AM-OLD on $E, $STO. See my Instablog Post for details. I own both, so definitely caught my attn.
                                    3/9/12
                                    Reply
                                      • John D. Thomason
                                        I've been reviewing Intergy (CMLP) as a value play. Result -"no go" - just too many dark clouds. Below $15 with decent new div - maybe.
                                        3/2/12
                                        Reply