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Robert Duval

 
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  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #53 [View instapost]
    Rather promising day for the energy trade.

    I don't believe in (too much) diversification; even for the long term investor.


    Entries -- (last wed - Fri; mainly) are on my blog.


    I will examine the bonds, may trim a little but inclined to give these some room and hope Crude retakes 60.
    Dec 17, 2014. 12:46 PM | Likes Like |Link to Comment
  • Dec 6th Market Update, Positions, Charts And Targets [View instapost]
    Rather nice day; considering I'm about 50+% weighted to energy...


    As I've said, I don't believe in diversification.


    Entries -- (last wed - Fri; mainly) are above; here is an update:(todays change%)


    ATLS + 8%
    MEMP + 4
    BIR + 9
    CPG + 12.5
    POU + 10
    HAL +4
    CPE + 14
    S.TO + 24 (I bought + 12 today)
    RSX + 9


    I will examine the bonds, may trim a little but inclined to give these some room and hope Crude retakes 60.
    Dec 17, 2014. 12:34 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    Long S.TO; story on Cuba - US potential normalization.

    This may also be why Russia is up today. Think communication.
    Dec 17, 2014. 10:12 AM | Likes Like |Link to Comment
  • U.S. to place additional sanctions on Russia [View news story]
    Exactly. What exactly does this have to do with the US anyway?
    Dec 17, 2014. 08:06 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    SG,

    I am not understanding that pricing with what I understand to be their hedge book. I need to look into this. It's like their hedges are not trusted.

    Some pretty knowledgeable sounding comments here:

    http://seekingalpha.co...
    Dec 17, 2014. 12:07 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    Thanks SG. Much better than my answer. I should have said, bonds even below 90 (depending on the yield) can be demonstrating significant concern.

    If you have time -- would really appreciate your thoughts on bonds for MEMP and ATLS, and CPE if you can.
    Dec 16, 2014. 11:47 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    L, people may differ on the level, and there are many factors -- ie if interest rates went up a lot, all existing bonds issued at lower rates would be worth less automatically, and therefore trade at a discount -- in the absence of these rate changes --- bonds don't sell off a lot --- and below 80 is a lot --- without a good reason.

    Energy is under tremendous stress right now. Looking at the energy companies whose bonds haven't moved much, tells you who is healthiest in the institutional mind, and they are the value setters.

    Ie, I doubt XOM bonds have moved, hardly at all, maybe from 100 or wherever to 98, because the market sees little risk there. (I haven't checked, btw)
    Dec 16, 2014. 11:20 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    L......your last question -- correct. Others may differ, any bond trading below 75-80, company (and stock) has major issues.
    Dec 16, 2014. 11:08 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    Blog, for the less experienced out there, perhaps share comments on a couple of bulletproof -- hopefully -- stocks out there, RDS.B and GE.

    Analysis?
    Dec 16, 2014. 11:04 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    SG ---- stated succinctly --- extremely relevant comment.

    Credit leads.

    And --for benefit of the less experienced out there --- traders trade. Investors invest. 2 different worlds. Mixing the 2 is a recipe for issues, IMO.

    As I've stated before, the most valuable thing in investing, or trading, is to know yourself. Form a methodology that is consistent, an area of expertise, and stick to it.

    Those playing the middle of the road, are likely to get hit by traffic in both directions.
    Dec 16, 2014. 10:48 PM | 3 Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    I'm speechless.....All I can say.
    Dec 16, 2014. 09:05 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    http://seekingalpha.co...

    Another reason to buy Canadian energy. Yes, I know it's likely to be vetoed, after an elected House passes it -- again -- and an elected Senate passes it in January. Yet one person will hold this up, a valuable job creating project, that most people want, and the people's representatives will approve.

    The Democrats continue to demonize Canadian energy, in the face of mounting evidence that climate change is a farce. North American energy is much bigger than one mans personal views and agenda.

    Up in Canada we are not impressed.
    Dec 16, 2014. 07:46 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    D; I think this is major anxiety ahead of the Fed meeting tommorrow, and barring a 1% rate hike tommorrow, market rallies.
    Dec 16, 2014. 06:52 PM | Likes Like |Link to Comment
  • Linn Energy: Cutting Distributions And Capex May Be A Wise Strategy [View article]
    Funny after an absolute annihilation of this stock, everyone and their brother is claiming to be long at the low tick of the day after a 27% rally, and of course not long one share prior.

    Its fascinating reading, between SA and CNBC Fast money. Nobody ever loses money. Amazing!
    Dec 16, 2014. 06:47 PM | 3 Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #5Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #52 [View instapost]
    Simple answer L.

    Don't ever chase, especially an asset that volatile
    Dec 16, 2014. 06:42 PM | 1 Like Like |Link to Comment
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