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John McCoy  

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  • John McCoy
    Added to $BP, $XOM and $MKL this week, and started new position in $OKS. Like the NG midstream MLPs long term right now, $OKS, $EPD, $NGLS.
    Jan 7, 1:13 PM
    Reply (1)
    • learning to be patient with mr mkt + dgi list in hand: why now? wait til oil hits sub $40 and layer in slowly...epd,kmi,oks,ipplf,pba,wmb
      Jan 12, 12:06 PM
      • John McCoy
        $BP is dirt cheap and yielding 5.7%, so I'll be a buyer of $BP tomorrow. I like $XOM and $HFC as well.
        10/20/14
        Reply (2)
        • D-struction: Wish I would have been holding $TSO today.
          10/20/14
        • John McCoy: Still nibbling at both $BP and $XOM, also liking midsream NG MLP's OKS and NGLS, which have been wrongly beaten up in the oil panic.
          12/14/14
          • John McCoy
            $BP, $DE and $HFC all undervalued, keeping my eye on all three for better entry points over the next few days.
            10/1/14
            Reply
              • John McCoy
                $MKL currently at 1.24 x book value, will add to my position at 1.20 x book. $MKL is one of the best long term buys in the market today.
                10/1/14
                Reply (1)
                • ipahophead: Write puts at your $MKL 1.2 P/BV target? I just closed successfully. Downsize is no minis so $60K commitment. http://seekingalpha.com/p/1supt
                  10/22/14
                  • John McCoy
                    Berkshire Hathaway to buy SNC's Altalink for $2.9B $BRK.A, $BRK.B http://bloom.bg/1rKmy2O
                    5/1/14
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                      • John McCoy
                        Todays sell off in $ARII is waaaay overdone, time to get on board with $ARII.
                        5/1/14
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                          • John McCoy
                            Looking closely at going long on $MKL. Seems to be a really well built mini Berkshire $BRK-A, $BRK-B. Also looking at $BAM & $LMCA.
                            4/23/14
                            Reply (2)
                            • John McCoy: Started initial $MKL position 4-29-14 at $615.54 per share. Tremendous company, tremendous value.
                              5/1/14
                            • Micah: If you look at the $MKL equity holdings, they actually own a bunch of $BAM. Largest position in the $MKL portfolio....$BRK
                              5/26/14
                              • John McCoy
                                $F March sales up 3.4% yoy, strong showing in Fusion, F Series and Lincoln. Long $F, expecting to see $20 by end of 2014. Go $F!
                                4/1/14
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                                  • John McCoy
                                    $BRK-B 4Q net income up 10%, book value up 18.2%, and plenty of cash available for elephant - should see a move towards new highs this week
                                    3/2/14
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                                      • John McCoy
                                        Adding to $PSEC under $11.10, recent pullback and 12% yield make this a great buying opportunity. Like $MAIN and $FSC in the BDC space too.
                                        3/2/14
                                        Reply (1)
                                        • remix20: $PSEC and $FSC are solid BDC's. Added $FULL recently as well, a BDC with some marijuana exposure (Warrants in $CANN)
                                          3/2/14
                                          • John McCoy
                                            Looking to add energy stocks while they're down Recently started small positions in $BP and $HFC, looking at $CVX, $XOM, $RIG, and $EPB.
                                            3/2/14
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                                              • John McCoy
                                                Added to me $PSEC long position and opened a new long position in $BP. Looking to add in the energy sector while it's down.
                                                2/11/14
                                                Reply (6)
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                                                • Adam Galas: Frustrated that PSEC keeps going up. Now up 6 straight days and 5.5% premium to NAV.
                                                  2/13/14
                                                • NuclearNeil: Add $SDRL while you are at it!!
                                                  2/14/14
                                                  • John McCoy
                                                    $BAC and $F, my two largest holdings, on track for $20 in 2014.
                                                    1/28/14
                                                    Reply (1)
                                                    • vireoman: And the latter will still be undervalued at that price.
                                                      1/28/14
                                                      • John McCoy
                                                        $F CEO Mulally officially staying thru 2014 and $F raises dividend from .10 to .125, a 25% increase. A good week for $F, stay long.
                                                        1/9/14
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                                                          • John McCoy
                                                            $F Dec sales up 1.7%, Chrysler Dec sales up 5.7%, $GM Dec sales DOWN 6.3%. Where's 1980XLS this morning?
                                                            1/3/14
                                                            Reply (4)
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                                                            • Wmcapts: Four wheel drives sell like hot cakes when the weather is bad. Autos will be very good year as the average age of autos is at record levels
                                                              1/3/14
                                                            • JayXu: lol
                                                              1/3/14
                                                              • John McCoy
                                                                $F and $GM DEC sales lighter than expected? $F down .36% while $GM tumbles down almost 3%. $GM = Government Motors.
                                                                1/3/14
                                                                Reply (7)
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                                                                • John McCoy: Lol, short $F or not, you're a good sport 1980XLS. I hope to make a bundle of $f long term, I hope you make a bundle on $GM too. :)
                                                                  1/3/14
                                                                • 1980XLS: GLTU too John.
                                                                  1/3/14
                                                                  • John McCoy
                                                                    Liking small banks $AMNB, $OVBC, $SBSI and $WASH. Cheap valuations and strong dividends, theres money to be made in small banks.
                                                                    10/17/13
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                                                                      • John McCoy
                                                                        Liking $XOM and $HFC in the energy space, refiners very undervalued. Buying $HFC here.
                                                                        10/17/13
                                                                        Reply (1)
                                                                        • SaltyDog62: may join you on $HFC, or $CLMT, not decided yet!
                                                                          10/18/13
                                                                          • John McCoy
                                                                            $BAC and $F continue to be two of the most compelling long term opportunities in the market today. If you're not in these stocks, get long.
                                                                            10/17/13
                                                                            Reply (1)
                                                                            • Daniel R. Snell: Agreed, this is the time to be in for $BAC and $F
                                                                              10/20/13
                                                                              • John McCoy
                                                                                Nice drops on two of my watch list stocks, $ARII and $UNP. Might be time to start a small position in each of those stocks.
                                                                                10/17/13
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