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Ocean Man  

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  • Ocean Man
    Another energy MLP gets bought $EROC. That's at least 5 in the past few months. $ARP you better be ready.
    Thu, 6:53 PM
    Reply (9)
  • View all 9 replies
    • Albert Alfonso: The equity offering really showed how weak demand is for $ARP. I was bearish, but the 10%+ decline was too much.
      Fri, 6:51 AM
    • Albert Alfonso: Not sure who is going to be a buyer though. VNR/EROC/LRE are out, LINE/BBEP have their on issues.
      Fri, 6:52 AM
      • Ocean Man
        VIX down 4%, $VXDN red.....
        Thu, 1:29 PM
        Reply (25)
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        • wheelz23: thought so, first- don't buy something you don't understand...second- sign on and sell UVXY the next time it pops
          10 hours ago
        • Jack124: Thank you wheelz23
          8 hours ago
          • Ocean Man
            Sold a large position in $T for a gain of 8.3% in 7 weeks. $32.65 ---> $34.89 + $0.47 dividend. http://seekingalpha.com/s/13qu8i
            Thu, 11:39 AM
            Reply (6)
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            • joelkatz: Nice, keep the profits flowing!
              Thu, 12:36 PM
            • smitsky: Nice trade OM!
              Thu, 12:50 PM
              • Ocean Man
                $UNG and $USO both up huge today. Last I checked, that's what $ARP sells.
                Thu, 10:55 AM
                Reply (9)
              • View all 9 replies
                • losbronces: I think it will take awhile to digest the secondary.
                  Thu, 12:58 PM
                • Destin: Getting itchy to add more but would like a little more weakness. Bought at $8.69 and $7.77 so far
                  Thu, 3:21 PM
                  • Ocean Man
                    Trimmed some $BABA on the 13.9% jump from this purchase: http://seekingalpha.com/s/12jfr2
                    Thu, 10:27 AM
                    Reply (4)
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                    • bwalk037: Followed. Sold 1/4 for 13% gain. Thank you again OM!
                      Thu, 12:08 PM
                    • Ocean Man: Nice job you guys.
                      Thu, 2:02 PM
                      • Ocean Man
                        Bought $GLD weekly strangles to play tomorrow's Yellen speech. $116 calls for $0.33 and $115.50 puts for $0.32 with $GLD at $115.76.
                        Thu, 10:13 AM
                        Reply (29)
                      • View all 29 replies
                        • Moygoodness: No reaction so far, might just expire worthless.
                          20 hours ago
                        • jeezuz30: guess we didn't figure market participants are already on holiday
                          20 hours ago
                          • Ocean Man
                            $LL was 97% higher when I sold it. What a train wreck....
                            Thu, 8:42 AM
                            Reply (17)
                          • View all 17 replies
                            • mstar991: I'm stuck here as well allthough only with a tiny position...
                              Thu, 12:50 PM
                            • ml19: Xvansan, probably you need to read his article about portfolio sizing. It's an art that I am still trying to learn.
                              Thu, 3:21 PM
                              • Ocean Man
                                Etrade reduced the margin requirement for $UVXY from 100% to 70% today. Is that because it became less risky???
                                Wed, 4:00 PM
                                Reply (12)
                              • View all 12 replies
                                • Ocean Man: Not very much, but that's 45 bps for a 3-day weekend!
                                  Wed, 6:56 PM
                                • markrpat: Thanks...I take it as less than 1%.
                                  Wed, 7:03 PM
                                  • Ocean Man
                                    Another day of poor tracking by the new volatility ETFs. VIX unchanged, $VXDN down more than 3%.
                                    Wed, 3:49 PM
                                    Reply (6)
                                  • View all 6 replies
                                    • DH51: this touches on NAV, talks about fatal flaws in these instruments- http://bit.ly/1BcVCho
                                      Wed, 7:05 PM
                                    • DH51: snip- VIX was +0.94% on May 19, while $VXUP was +10.56% and $VXDN was -10.56%. That is adjusting toward June VIX futures.
                                      Wed, 7:08 PM
                                      • Ocean Man
                                        VIX moved by less than 1% today, but this morning's buyers of $VXDN lost more than 10%. Oh yeah, these new ETFs are way better. Great debut.
                                        Tue, 5:41 PM
                                        Reply (14)
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                                        • Mark.ca: Not playing GLD for meeting, OM?
                                          Wed, 2:21 PM
                                        • Ocean Man: Today wasn't a meeting, it was the release of the minutes from the last meeting.
                                          Wed, 5:41 PM
                                          • Ocean Man
                                            Added to $SN at $10.73.
                                            Tue, 10:28 AM
                                            Reply (15)
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                                            • ml19: even oil price cannot bring this one up.
                                              Thu, 2:00 PM
                                            • ucnald: Followed, added @$10.81, 2 days ago, avg price $11.01
                                              Thu, 2:04 PM
                                              • Ocean Man
                                                Backing up the truck for $ARP at $7.72 in the pre-mkt. 16.8% yield plus whatever the "immediately accretive" acquisition adds on.
                                                Tue, 9:09 AM
                                                Reply (62)
                                              • View all 62 replies
                                                • smitsky: $ARP going lower here...
                                                  18 hours ago
                                                • user199: $ARP Added some here...
                                                  18 hours ago
                                                  • Ocean Man
                                                    Secondary offering from $ARP to buy nat gas assets from parent. Immediately accretive to distribution. http://seekingalpha.com/n/1i8yu
                                                    Mon, 5:55 PM
                                                    Reply (16)
                                                  • View all 16 replies
                                                    • Martin_Kostka: First time following OM with a stock. In at 7.73 PM.
                                                      Tue, 9:19 AM
                                                    • mstar991: Loaded back up at 7.55 , used funds of KSS sell ( 2,5% gain )
                                                      Wed, 10:19 AM
                                                      • Ocean Man
                                                        $CXW I haven't written a SA article in 2 years..... until now. http://seekingalpha.com/a/1wf8a
                                                        Mon, 1:07 PM
                                                        Reply (6)
                                                      • View all 6 replies
                                                        • rodrigosiq: Congratulations on the article, OM.
                                                          Mon, 2:30 PM
                                                        • smitsky: Excellent article OM! Glad to see you writing again. Looking forward to more.
                                                          Wed, 11:10 AM
                                                          • Ocean Man
                                                            And there's Icahn's article on $AAPL. http://yhoo.it/1LdOCqD
                                                            Mon, 11:39 AM
                                                            Reply (2)
                                                            • EMDMN: That's a little ambitious
                                                              Mon, 11:46 AM
                                                            • Clayton Rulli: been waiting for that... he said 2 weeks he was late :-P
                                                              Mon, 2:15 PM
                                                              • Ocean Man
                                                                New Spot VIX ETFs launching May 19th: http://cnb.cx/1FdkWb2
                                                                May 16, 11:16 AM
                                                                Reply (17)
                                                              • View all 17 replies
                                                                • Martin Vlcek: it looks like a spread betting product converted to an ETF, a pure gambling madness. But it could actually be popular as you know
                                                                  Mon, 5:19 PM
                                                                • Martin Vlcek: upfront the maximum monthly loss and people really like that. I wonder if these products will move VIX (tail wagging the dog) if popular
                                                                  Mon, 5:20 PM
                                                                  • Ocean Man
                                                                    Baker Hughes rig counts: US Oil -8, US Gas +2. Land -8. Horizontal -7. Texas -6. $USO
                                                                    May 15, 1:12 PM
                                                                    Reply (3)
                                                                  • View all 3 replies
                                                                    • raykrv6a: Who would have thought a year ago the rig count would be crushed. Wow.
                                                                      May 15, 1:22 PM
                                                                    • rodrigosiq: Looks like the monthly variance is reducing.
                                                                      May 15, 1:43 PM
                                                                      • Ocean Man
                                                                        $SODA up 29% from the lows of 9 days ago.
                                                                        May 15, 10:33 AM
                                                                        Reply (3)
                                                                      • View all 3 replies
                                                                        • Ocean Man: I don't really like either co's products.
                                                                          May 15, 10:45 AM
                                                                        • smitsky: Haha should have held $SODA. ;)
                                                                          May 15, 10:54 AM
                                                                          • Ocean Man
                                                                            Buying up $SLCA under $34.
                                                                            May 15, 9:59 AM
                                                                            Reply (9)
                                                                          • View all 9 replies
                                                                            • MMRPM: added 2x
                                                                              Tue, 10:48 AM
                                                                            • Hope128: First buy $SLCA $31.5.
                                                                              Tue, 1:29 PM
                                                                              • Ocean Man
                                                                                Adding back to $SN at $11.55, 23% below where I sold it: http://seekingalpha.com/s/11j8n4
                                                                                May 14, 1:49 PM
                                                                                Reply (21)
                                                                              • View all 21 replies
                                                                                • ml19: Adding more today OM? It's down another 7% since you bought.
                                                                                  Tue, 10:25 AM
                                                                                • Pursuing Financial Freedom: @ml19--yes, he added at $10.73. He posted on separate stocktalk
                                                                                  Tue, 10:30 AM