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Michael Fitzsimmons  

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  • Michael Fitzsimmons
    $GBX blows the roof off Q2 earnings estimates: http://bit.ly/1DZ9MaV Raises full year guidance 8%.
    Apr 7, 9:03 AM
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    • noni moose: is 1,000 railcar order in march first sign of a slow down? How much were earnings juiced by lease revenue/profit off the B/S?
      Apr 7, 12:52 PM
    • Michael Fitzsimmons: Noni - I think you misread: diversified orders for 10,100 new railcars valued at $1.09 billion were received during the quarter.
      Apr 10, 10:49 AM
      • Michael Fitzsimmons
        $WLL blows it again. Never was impressed with management.
        Mar 24, 8:56 AM
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        • Michael Fitzsimmons: Plus $1.75 billion in convertible debt....
          Mar 24, 10:29 AM
        • jpau: I think it's called "The Prestige"
          Mar 24, 12:54 PM
          • Michael Fitzsimmons
            Barrons reports $COP undervalued relative to peers: http://on.barrons.com/1JrKLcr
            Feb 19, 11:37 AM
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            • Michael Fitzsimmons: matratra - heh heh, u crack me up. But the valuation metric shown were independent of the publication ;)
              Feb 19, 2:27 PM
            • James Sands: Long $HP, only oil stock I own.
              Feb 19, 9:43 PM
              • Michael Fitzsimmons
                $PSX - market still hasn't recognized the $1 billion drop-down to $PSXP either...great for both equities, and I own 'em both for the LT.
                Feb 19, 11:36 AM
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                  • Michael Fitzsimmons
                    $PSX: it would appear the market is just now figuring out Phillips66 has 4 large refineries in California...up $1+.
                    Feb 19, 11:34 AM
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                      • Michael Fitzsimmons
                        $PSX. $PSXP - awesome drop-down. Read more on the two NGL pipleines: http://seekingalpha.com/a/1574t Plus, the Explorer pipeline interest.
                        Feb 17, 10:27 AM
                        Reply (2)
                        • anarchist: psxp off nearly 3% today - I assume because of the new public offering plus oil being off?
                          Feb 17, 11:43 AM
                        • Michael Fitzsimmons: Yes, I am sure the news of new LP unit offering is responsible. No problem, I am in PSXP for the long-run and this is a great drop-down.
                          Feb 17, 11:51 AM
                          • Michael Fitzsimmons
                            Another tanker accident...new tank car regulations gotta be coming. Will be great for GBX.
                            Feb 17, 9:59 AM
                            Reply (4)
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                            • Michael Fitzsimmons: If my article on the company is still available (PRO), give it a read - there is a picture of the new tank are in the article.
                              Feb 17, 12:31 PM
                            • dan1944: thanks....long gbx..dan
                              Feb 17, 12:33 PM
                              • Michael Fitzsimmons
                                $HPJ bay-beeee! New guidance infers $0.14/share net in Q4. Gotta like Mophie news too - finally in the iPhone market!
                                Feb 5, 11:09 AM
                                Reply (2)
                                • eatain: Been waiting for another contract for a while, but this one is very nice indeed. onwards and upwards
                                  Feb 5, 3:54 PM
                                • Michael Fitzsimmons: Oh yeah, I think we will see more contracts in the smartphone space. They are already on Samsung's supplier list, SONY too.
                                  Feb 5, 4:52 PM
                                  • Michael Fitzsimmons
                                    $XOM - what happened to US refining?
                                    Feb 2, 10:04 AM
                                    Reply (3)
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                                    • Michael Fitzsimmons: There were no strike related stoppages during Q4. XOM blamed "negative crude lag impact", but why was PSX's refinging segment so profitable?
                                      Feb 2, 7:41 PM
                                    • jayhawkfan247: You are asking the right question, Michael. PSX's refining segment killed them
                                      Feb 2, 8:16 PM
                                      • Michael Fitzsimmons
                                        GBX kicks butt in Q1, raises midpoint of FY15 guidance by 20%+ and increases buybacks by $25 million.
                                        Jan 7, 7:06 AM
                                        Reply (2)
                                        • anarchist: Big spike into the green today but has settled a bit. I bought some for my wife's IRA 12/30/14 and still a little "underwater" - GO GBX
                                          Jan 7, 1:37 PM
                                        • Michael Fitzsimmons: Yeah, big time short-covering this morning, I should have taken advantage of it but I still own my shares. Very bullish on this company!
                                          Jan 7, 4:37 PM
                                          • Michael Fitzsimmons
                                            StatOil: U.S. Shale Overview And Company Update $STO http://seekingalpha.com/a/1nelb
                                            12/23/14
                                            Reply (6)
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                                            • Energysystems: Well, mercury, lead, and arsenic are all natural...
                                              12/23/14
                                            • Michael Fitzsimmons: Well sure, but does that mean you want concentrated levels in your drinking water? http://bit.ly/WtCnxg
                                              12/23/14
                                              • Michael Fitzsimmons
                                                Approach Resources: Wolfcamp Operator Extremely Approachable For A Buyout $AREX http://seekingalpha.com/a/1ne4n
                                                12/22/14
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                                                  • Michael Fitzsimmons
                                                    Bellatrix - Orange Capital's 14.3% Stake A Positive Catalyst $BXE http://seekingalpha.com/a/1nbmx
                                                    12/20/14
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                                                      • Michael Fitzsimmons
                                                        Vermilion Energy: The 5.6% Dividend Is Secure $VET http://seekingalpha.com/a/1n8cv
                                                        12/18/14
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                                                          • Michael Fitzsimmons
                                                            Bakken Crude Trading At $41.75/Bbl Is Continental's Quandary $CLR http://seekingalpha.com/a/1n1mn
                                                            12/15/14
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                                                              • Michael Fitzsimmons
                                                                Phillips66: Making All The Right Moves And A Screaming Buy $PSX http://seekingalpha.com/a/1mxbn
                                                                12/12/14
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                                                                  • Michael Fitzsimmons
                                                                    Enbridge: An Emerging Dividend Growth Superstar, But..... $ENB http://seekingalpha.com/a/1murp
                                                                    12/11/14
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                                                                      • Michael Fitzsimmons
                                                                        Impact Of PetroQuest's Big Thunder Bayou Discovery $PQ http://seekingalpha.com/a/1msut
                                                                        12/10/14
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                                                                          • Michael Fitzsimmons
                                                                            PetroQuest's big discovery at Thunder Bayou: http://bit.ly/1z2r0zV
                                                                            12/9/14
                                                                            Reply (4)
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                                                                            • randyeyler: Mike---after all the carnage, what are, in your opinion, the best investment opportunities on a risk/reward basis at this time? Thanks.
                                                                              12/10/14
                                                                            • Michael Fitzsimmons: Tough question.. If you're going for safety and dividend growth, PSX has a great future. VET seems quite oversold. Lots of value in Canada.
                                                                              12/10/14
                                                                              • Michael Fitzsimmons
                                                                                The Eagle Ford Advantage: Location, Infrastructure, And Low F&D Costs $COP http://seekingalpha.com/a/1mocb
                                                                                12/9/14
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