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John McCoy  

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  • Buy Banks Before 2015 Bank Stress Test And CCAR Results [View article]
    And if their plan gets rejected yet again? I'm long BAC and JPM, but Wall Street banks are a bad neighborhood and C is the worst house on the block. I just don't trust them to get it right.
    Feb 21, 2015. 07:29 PM | 1 Like Like |Link to Comment
  • Markel beats by $2.35, revenue in-line [View news story]
    Great quarter, a nice beat on the bottom line and great 6% book value growth. The longer I own MKL and BRK-B, the more I think I should just sell everything else and plow it all into these two incredible stocks.
    Feb 11, 2015. 06:07 PM | 2 Likes Like |Link to Comment
  • Rate hikes coming? Financials up big after jobs number [View news story]
    Agree 100%, long BAC, JPM, BRK-B and MKL.
    Feb 7, 2015. 07:35 PM | Likes Like |Link to Comment
  • Forget Big Oil, Buy Pipelines [View article]
    Midstream pipeline MLPs are THE way to play the crash in oil prices. The midstream oil and natural gas pipelines have been beaten up irrationally in the fearful flight from all things energy, and all have high potential upside and pay solid dividends while you wait. I'm long OKS and am adding more on down days. If you've got a fairly long term (1-3 year) window, this is a great place to invest. Great article, thanks!
    Jan 23, 2015. 07:49 PM | 4 Likes Like |Link to Comment
  • Look For Share Price Gains When MLP GP Companies Announce Q4 Dividends [View article]
    Both OKE and OKS announced 1.5 cent per quarter dividend increases today.
    Jan 15, 2015. 08:22 PM | Likes Like |Link to Comment
  • JPMorgan Chase: Ignore Short-Term Drama And Buy [View article]
    WFC is pretty much fully valued at this point. BAC, JPM and C are all somewhat undervalued and SHOULD outperfom WFC going forward. That's the benefit. Nothing wrong with WFC, just don't want to pay full price for it right now.
    Jan 14, 2015. 08:16 PM | 3 Likes Like |Link to Comment
  • BofA Merrill sees four battered MLPs on the mend soon [View news story]
    They missed the best of the bunch, OKS.
    Jan 7, 2015. 01:15 PM | Likes Like |Link to Comment
  • Why Bank Of America Should Trade For $22 In 2015 [View article]
    Reading this article while watching BAC reach a new 52 week high today sure makes holding BAC worth the wait. Long BAC and JPM thru 2015. Another great article Josh, thank you.
    Dec 29, 2014. 10:41 AM | 5 Likes Like |Link to Comment
  • Oil & Gas Stocks: Pain, Then More Pain... When Is The Gain? [View article]
    For those with a long term view, now is the time to go long on:

    1. Majors with deep balance sheets that can ride this out and be in a perfect position to scoop up the smaller players on the cheap. Personally, I like XOM and BP here.

    2. Energy stocks that have been beaten up irrationally in the flee from all things energy. I like midstream NG MLP NGLS and OKS here.

    Great article Richard, thank you.
    Dec 14, 2014. 06:57 PM | 10 Likes Like |Link to Comment
  • Update: As Oil Plunges, Buy BP On The Way Down [View article]
    This is an oustanding opportunity to buy/add BP shares while there's blood in the streets, or in this case, in the pipeline. Long BP and XOM and adding to both, also looking at NLGS and OKS, both midstream NG MLPs that are wrongly getting whacked along with all things energy.

    Opportunities like this don't come along every day people, so get a little greedy while everyone else is fearful.
    Dec 13, 2014. 04:43 PM | 6 Likes Like |Link to Comment
  • Some Thoughts On Berkshire's Procter & Gamble, Duracell Swap [View article]
    I think Buffett simply saw the opportunity to trade an overvalued PG stock for a cash flow rich operating company and yet another tremendous brand name that he could improve, and to do it while avoiding the big tax bill. Also, consider the possible synergies with his solar energy projects and BYD, one of the largest makers of cell phone batteries. A typical outstanding Buffett deal if ever there was one.
    Dec 9, 2014. 09:37 PM | Likes Like |Link to Comment
  • Pabrai still bullish on BofA and Citi [View news story]
    "My feeling is that if a bank has proper reserves and it’s trading well below tangible book value, that is an undervalued bank."

    Short and to the point, and I agree 100%. Long BAC and JPM.
    Dec 9, 2014. 09:25 PM | 3 Likes Like |Link to Comment
  • Financial sector leads the way on strong jobs number [View news story]
    "BAC has the upward potential of more than $30 in the next couple of years. "

    I agree, $25 - $30 over the next 2-3 years, along with increased dividends and share buybacks. They NEED to start lowering the number of shares outstanding.
    Dec 5, 2014. 01:49 PM | 3 Likes Like |Link to Comment
  • Building A Core Investment Portfolio For The Next 20 Years: Lockheed Martin [View article]
    No, I believe what Keallen is talking about would be more like the Reagan years - a strong national defense and a pro growth administration.
    Nov 20, 2014. 08:13 PM | 1 Like Like |Link to Comment
  • Building A Core Investment Portfolio For The Next 20 Years: Automatic Data Processing [View article]
    Excellent article, and I like your 20 year strategy. I'm in much the same position, building a long term portfolio with a 20+ year time frame in mind. DIS, ADP and MMM are all excellent companies, and are all on my watch list. LMT is a great pick too, but I personally prefer GD. You've got a new follower, thanks again for the great article.
    Nov 20, 2014. 07:56 PM | Likes Like |Link to Comment