Seeking Alpha
  • Justin M. Hall
    4/11/12 4P ET: { Kwik Update } Today, I added to and/or doubled down on longer-term positions in BAC, GNK, REE, ORB. Also initiated TBT.
    4/11/12
    Reply (21)
    • Justin M. Hall: My TBT bet is long-term. Think: 1/17/14
      4/11/12
    • Justin M. Hall: I still own small, long-term positions in both PCXCQ.OB and UNG and may add to one or the other over time.
      4/11/12
    • Justin M. Hall: Right now, however, I prefer long positions in BAC, GNK, ORB and REE.
      4/11/12
    • Justin M. Hall: What are you watching or where are you investing right now? Anyone like shares of FOH at $0.25? :-) It caught my attention today.
      4/11/12
    • John Rayhall: i def like the FOH models the stock has never done much though? Balance sheet is decent. Mkt cap only 10 million def super spec but
      4/11/12
    • John Rayhall: company not going anywhere. Prob can't compete with VS and otehrs that well?
      4/11/12
    • Squaxe: Shippers look interesting, but GNK has been under performing others. What's going to turn that around?
      4/11/12
    • Squaxe: Seems like "hot"/momentum stocks are favored over value right now (e.g. SBUX, PCLN, TNH, Z, AAPL)
      4/11/12
    • Justin M. Hall: I suspect China will find themselves in a position to ease or lower interest rates. In my view, that would change things a bit.
      4/12/12
    • Justin M. Hall: GNK and REE would benefit as would PCXCQ.OB and UNG for that matter.
      4/12/12
    • REIT: shipping is no growth sector china can produce ships cheaper more so the china effect, UNG still too early jobs related governments wont
      4/12/12
    • REIT: encourage or accept new policies that regulate resulting higher electricity prices when so many unemployed so having cheap Ngas is helpful
      4/12/12
    • REIT: so book value is going down, more ships supplied to the market more competition less profit margin so just not recommended the shippin sctor
      4/12/12
    • REIT: if im offered vip deal shipping companies at half price of what they are selling today i wouldn't touch them DSX and the whole lot no growth
      4/12/12
    • REIT: sorry maybe its wrong of me to write negatively on something yu think is good and can make you money disregard my comments been wrong many
      4/12/12
    • REIT: times on many issues and wish you best of luck
      4/12/12
    • Justin M. Hall: REIT, I still like GNK, but I'm patient. Let's see how things play out.
      4/13/12
    • Justin M. Hall: Of those highlighted above, PCXCQ.OB and UNG are my smallest positions. GNK is another smaller, but longer-term bet.
      4/13/12
    • REIT: i got burned when i entered early BTU and ANR indirectly betting on higher NaturalG still holding them still down about 15% despite up day
      4/13/12
    • REIT: sold all my shipping early last year losing game no growth sector, waiting for oil companies go lower so can pick few for coming winter :)
      4/13/12
    • REIT: im planning to add SWC too for winter sell covered calls while waiting safe play ..on china learning to print too to improve GDP
      4/13/12