Seeking Alpha

Niksurfs'  Instablog

Niksurfs
Send Message
30+ years experience in various Sr.and Exec Biz Dev roles with Silicon Valley Semiconductor and Energy Efficiency Tech companies. Worked as a business development consultant for Investment Banks on turnaround scenarios. Investment focus is on: Energy Related; CL/NG/LNG/NGL__E&P, Service... More
  • Fourth QTR Rally With The Wind Yellin At My Back 0 comments
    Oct 20, 2013 11:51 PM

    Well here we are near the end of October 2013, with most of the drama and tumult behind us. What could be better for a year end equities rally?

    perhaps...easy money JY about to take over the controls...

    I am not here to make any comments on politics just musing at the stretch of highway we have ahead as we sprint toward year end.

    Will it be another rally like the past two years? It never pays to get too comfortable with the status quo, the jungle is full of surprises. But that being said, all the negatives "I can think of" at least have been rationalized away for a year end sprint. Sure there is China and the huge debt related to their banking system and real estate overhang in the land of Feng Shui, but my guess is that is something the street will wring their hands over next year. All said and done I am pretty optimistic for year end rally. How about you?

    Some compelling values for me at this time, though they might seem a little expensive to some right now. I am long these positions so my money is where my mouth is_

    $KOG - IMO undervalued even at this level, looking for 15-18 very soon

    $MDSO - Should pop into earnings looking for 115+ from here before I take profits

    $FMI - defining a new standard, if added to Medicare reimbursement this will explode upward, no target, it is a buy and hold for me.

    $KMI - How can you go wrong here(?) longer term hold like many of my other energy stalworts. $EOG, $NOV and $CVX

    many more.... but I would still be a buyer of these tomorrow AM

Back To Niksurfs' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

  • $FMI - looking to add here, Wells just put an upgrade - yawn. I do think we could see 28-30 here though
    Dec 29, 2014
  • $SGYP - Gaining more lift everyday leading up to announcements that should be significant catalysts for upside
    Feb 27, 2014
  • $FMI - En Fuego, was wanting to add more after earnings but the story is getting out so fast. This will be a Meteor in 2014 and 2015
    Feb 27, 2014
More »
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.