Seeking Alpha


Send Message
View as an RSS Feed
View holbornnine's Comments BY TICKER:
Latest  |  Highest rated
  • France gets larger discount on Sovaldi than its neighbors [View news story]
    Stock has traded like a drunken pig the last month , stealth rally in S&P500 has totally passed GILD & BIIB by .... hopefully Santa will bring some joy although the bears look a dead cert to seriously test the bulls to see if $100 will hold.
    Nov 20, 2014. 10:50 PM | Likes Like |Link to Comment
  • Why I Will Avoid SunEdison Even After First Wind Deal [View article]
    Just traded at 22.50 in AH ... Shorts are getting massacred here with the aggressive selling earlier this week down to $16.50 on falling oil prices. Stock up 40% in 3 sessions !! Vicious BEAR SQUEEZE to say the least
    Nov 20, 2014. 05:49 PM | Likes Like |Link to Comment
  • Why I Will Avoid SunEdison Even After First Wind Deal [View article]
    Possibly the worst poorly researched article I've ever read on SA. I'd stick in David Einhorns pocket rather than take the author's advice. Stock up 25% on deal and you reckon the price was ridiculous ... Wall St obviously thinks they got a bargain!

    Disc: Long 1500 SUNE
    Nov 19, 2014. 08:15 PM | 1 Like Like |Link to Comment
  • SunEdison, TerraForm buying First Wind for up to $2.4B [View news story]
    Great deal , out of left field ... this will make the shorts think twice about the continued selling of SUNE.

    Disc: long 1750 SUNE
    Nov 17, 2014. 06:48 PM | 1 Like Like |Link to Comment
  • High Expectations And Timing Issues Should Not Hold Back Disney [View article]
    Yep, $100+ pre Star Wars release in late 2015 with the Xmas dividend in a few weeks gives you a 12% return over the next 12 months from a $90 purchase price. Seems very attainable
    Nov 9, 2014. 05:55 PM | Likes Like |Link to Comment
  • Will United Technologies Strong Financial Results Be Enough To Fuel Long Term Growth? [View article]
    Couldn't disagree more. UTX is an excellent long term hold as part of a balanced portfolio. Aerospace, Urbanisation, Defense, ... Multi decade growth themes , cheap stock , solid growing dividend , excellent management. STRONG BUY at $108.50
    Nov 6, 2014. 10:32 PM | 1 Like Like |Link to Comment
  • Update: Yamana Gold Reports Earnings And Slashes Its Dividend [View article]
    I almost pulled the the trigger and bought some 10 days or so ago at $6 as I had previously ridden AUY from $14 up to $18 a few years ago. Fortunately my limit order for the day was not filled ( missed by 2c ! ) and the following day I had my hands full with a Dow Jones -300pt day so buying a gold speccie wasn't "front & centre". With this massive rally in the broad market the last 10 days I can now look to sift through the wreckage for some potential bargains. I bought 1000 AUY at $3.99 Friday afternoon and sold a $4.00/$4.50 Dec19th Strangle 10 times around it as well which will either double down my position and get me another 1000 shares at an effectve cost of $3.50 or get me called away on the stock I bought today for an exit price of $5.00 and a 25% gain inside fifty days. If the stock is between $4 and $4.50 on expiry then I keep the 50c premium and the effective cost of the 1000 shares I bought today will drop to $3.50 ... and I will do it again and sell a Jan '15 strangle.
    Nov 2, 2014. 02:10 PM | Likes Like |Link to Comment
  • Will Record Q4 Earnings Send Disney's Stock To New All-Time Highs? [View article]
    Yes, 1% yield is not the reason to buy DIS ... there are plenty of others though and it is firmly in my "DO NOT SELL" "Warren Buffett" portfolio at $64.28.
    Oct 31, 2014. 03:38 AM | Likes Like |Link to Comment
  • Why I'm Not Worried About Emerald Oil, And Adding Shares [View article]
    I also bought some CLR,RRC and OXY today.
    Oct 27, 2014. 04:56 PM | 1 Like Like |Link to Comment
  • Why I'm Not Worried About Emerald Oil, And Adding Shares [View article]
    Down another 6.7% today and sub $3 now staring us in the face. I bought a few more a minute ago at $3.11 ... average now $4.99 .... OUCH !!
    To think this was an $8 stock less than 3 months ago , staggering !!

    Disc: own 2000 EOX
    Oct 27, 2014. 03:07 PM | 1 Like Like |Link to Comment
  • Praxair: An Exciting Boring Stock [View article]
    Excellent long term growth prospects in this industry. My exposure is via LINDE AG in Germany. APD & PX have been excellent performers but I really like LIN due to heavy exposure to Africa and Asia to give my portfolio of boring stocks ( HON, MMM , RTN , DIS , ALL ) some serious EM exposure.
    Oct 27, 2014. 04:56 AM | Likes Like |Link to Comment
  • SunEdison: This 85% Gainer Can Soar To New Highs [View article]
    Is this a day ( or week ) trading blog ? SUNE is an investment to hold for 10 years not 10 days ... that would just be trading but I don't think you can ask others here if its a good 2 week trade. Asking if its a good two year investment is a good question which will prompt valuable discussion.

    I own SUNE at $16.07 and will buy more every couple of months to a point where it will be about 5% of my ultra-long-term portfolio as I see solar as one of "the next big things" over the rest of the decade. They will sit along side other notable names in my portfolio such as HON,CELG.DIS,GILD,MMM and KSU to name a few stocks that I intend to hold for at least the next 5 years.
    Oct 27, 2014. 02:40 AM | Likes Like |Link to Comment
  • 3M - Fresh Highs As Investors Are Relieved After Fearing For The Worst [View article]
    I love this company , and have been a holder since $81.25. The management is excellent , the R&D culture is refreshing , the products they produce are all top quality and market leaders. It's a stock you can own and sleep at night and as Warren Buffett says if you would be happy owning the shares even if the stock market shut for 10 years then its the right investment for you. 3M meets that criteria in spades ... and I imagine I will still own them in 2024 !
    Oct 25, 2014. 05:27 AM | Likes Like |Link to Comment
  • Restoring My Growth Portfolio With Restoration Hardware By Closing Out Celgene [View article]
    Don't follow RH ... retailing is a mugs game !! but having been a CELG holder since $58 pre split it amazes me that people sell there winners to buy "beaten down stocks" ... like they are more clever than the market ... crazy stuff !!

    Celgene now over $200 pre-split and I'm not even slightly tempted to sell even one share !! Also own GILD ... same story and will probably announce spectacular numbers on Tuesday. Both stocks are in my "hold forever-Warren Buffett" portfolio along with DIS,HON,PNR,ALL,MMM,KSU and KO
    Oct 25, 2014. 05:15 AM | 1 Like Like |Link to Comment
  • Boeing: Earnings Should Have Stock Flying Higher [View article]
    Why not buy a stock like GE or UTX and still have heavy exposure to the 787 success over the next 20 yrs ( I think UTX are the largest component supplier ) plus you get to benefit from all the new Airbus planes , Embraer , the list goes on. BA may not be making money on the 787 but looking at GE's an UTX's recent reports they both certainly are.

    Disc: long 400 UTX
    Oct 23, 2014. 11:49 PM | 1 Like Like |Link to Comment