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John McCoy

 
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  • John McCoy
    Berkshire Hathaway to buy SNC's Altalink for $2.9B $BRK.A, $BRK.B http://bloom.bg/1rKmy2O
    May 1, 6:52 PM
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      • John McCoy
        Todays sell off in $ARII is waaaay overdone, time to get on board with $ARII.
        May 1, 5:13 PM
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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.
            Apr 23, 2:12 PM
            Reply (2)
            • John McCoy: Started initial $MKL position 4-29-14 at $615.54 per share. Tremendous company, tremendous value.
              May 1, 5:24 PM
            • Micah: If you look at the $MKL equity holdings, they actually own a bunch of $BAM. Largest position in the $MKL portfolio....$BRK
              May 26, 10:55 AM
              • 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!
                Apr 1, 3:17 PM
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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
                    Mar 2, 9:26 AM
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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.
                        Mar 2, 9:21 AM
                        Reply (1)
                        • remix20: $PSEC and $FSC are solid BDC's. Added $FULL recently as well, a BDC with some marijuana exposure (Warrants in $CANN)
                          Mar 2, 1:54 PM
                          • 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.
                            Mar 2, 9:19 AM
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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.
                                Feb 11, 7:22 PM
                                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.
                                  Feb 13, 4:10 PM
                                • NuclearNeil: Add $SDRL while you are at it!!
                                  Feb 14, 12:22 PM
                                  • John McCoy
                                    $BAC and $F, my two largest holdings, on track for $20 in 2014.
                                    Jan 28, 12:09 PM
                                    Reply (1)
                                    • vireoman: And the latter will still be undervalued at that price.
                                      Jan 28, 7:17 PM
                                      • 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.
                                        Jan 9, 8:53 AM
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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?
                                            Jan 3, 10:31 AM
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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
                                              Jan 3, 11:30 AM
                                            • JayXu: lol
                                              Jan 3, 3:11 PM
                                              • John McCoy
                                                $F and $GM DEC sales lighter than expected? $F down .36% while $GM tumbles down almost 3%. $GM = Government Motors.
                                                Jan 3, 10:20 AM
                                                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. :)
                                                  Jan 3, 2:51 PM
                                                • 1980XLS: GLTU too John.
                                                  Jan 3, 5:07 PM
                                                  • 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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                                                                  • John McCoy
                                                                    $BRK-B $DE $PSEC $XOM $FCX and $HFC all looking cheap on my watch list, am adding $PSEC at these levels.
                                                                    10/8/13
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                                                                    • westewart: $EFC is an add anywhere below book value IMO management is some of the best
                                                                      10/8/13
                                                                    • bagleytravis68: $PSEC looks like a good deal right now. Now seem like a really good time to get in and collect those dividends.
                                                                      10/9/13
                                                                      • John McCoy
                                                                        Started new postion in $PSEC today, going to keep buying under $12. Strong portfilio and an 11% monthly dividend - very bullish on BDCs.
                                                                        9/26/13
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                                                                        • pagreen1966: I bought back into $PSEC myself on Wednesday. I agree it is a gem of a stock.
                                                                          9/27/13
                                                                        • danceuport2: Welcome to $PSEC, been long years. Great stock!
                                                                          10/1/13
                                                                          • John McCoy
                                                                            Started new position in $HFC today, strong balance sheet, nice yield, very undervalued, like $MPC as well.
                                                                            8/13/13
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                                                                              • John McCoy
                                                                                $NSC down 2.6% today, will be adding shares under $75. Thank you $NSC for the 4% dividend increase!
                                                                                7/24/13
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