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ATrautmann

ATrautmann
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  • Bank Of America - High Margin Of Safety, High Return Potential [View article]
    I got into the A warrants. And will ride them until expiration . Rates will rise, capital will rotate , and big banks will be the beneficiary . The rest of the S&P is relatively fair valued or even expensive today except for one sector . XLF . I hate Bank of America but love the stock . I love my Tesla but hate the stock . Poetic justice ... 10 years from now Bank of America stockholders will be glad they stayed long . Can't say the same for Tesla , Amazon , ...well you get the picture
    Apr 21, 2015. 11:25 PM | 1 Like Like |Link to Comment
  • My Take On Bank Of America [View article]
    Well - the bears are all over BAC now . Everyone hates this company : Shareholders, customers, employees, regulators , and most investors . Despised might be a better word . I think I will add more A warrants at a lower bid . Merrill Lynch was completely glossed over this quarter and I am a die hard contrarian over this Bank . And I hate banking there too ..maybe I am a masochist ... maybe I should bail and buy JPM or MS or WFC but book value keeps bringing me back to BAC . Time will tell ...warrants don't expire until 2019 ...I will wait
    Apr 16, 2015. 12:14 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan posts mixed quarter, hikes dividend [View news story]
    KMI is trading down after hours . Revenue was way off target . I am very surprised as a shareholder . CAGR is down and DCF is going to be below 1. The shares will come under pressure . From here out it's strictly "show me the money" for any MLP's . PAA has made that abundantly clear to their partners . I appreciate that honesty in their management . Kinder has now over promised and under delivered . I will keep my warrants but not if the shares head back to $40 which is very likely .
    Apr 15, 2015. 11:57 PM | 1 Like Like |Link to Comment
  • Notable earnings before Wednesday's open [View news story]
    BAC A Warrants . Have been ticking higher . Time is on your side with BAC . It would be silly to sell . If they disappoint I will buy more A Warrants . Steepening yield curve is coming sooner or later and banks will flourish again . Election is coming ...more good news for BAC. If it trades above $20 by 2016 I will be thrilled
    Apr 14, 2015. 11:46 PM | Likes Like |Link to Comment
  • Texas Hold 'Em In The Oil Patch [View article]
    IMO - Russia and China will be Iran's new best friends if this deal is killed by Congress . They call that a loose / loose deal . Russia is already transferring missile defense technology to Iran . The oil will flow from Iran with or without a deal . The only difference is that The U.S. will be out in the cold with no dialogue with Iran . Pure stupidity on the part of Congress . Morons . The only sanctions left will be American sanctions ...China and Russia will collapse and resume trade immediately ...
    Apr 14, 2015. 11:32 PM | 1 Like Like |Link to Comment
  • A Closer Look At Magellan Midstream Partners' Distributable Cash Flow As Of Q4 2014 [View article]
    When oil goes back to $80. MMP and PAA will benefit incrementally . Great article
    Mar 29, 2015. 10:38 AM | Likes Like |Link to Comment
  • The WTI Brent Spread Looks Like It Will Widen [View article]
    we import less than 1 million bbls from OPEC countries . We will be N America self sufficient by 2018. We will be exporting crude by 2016. OPEC is kaput !
    http://1.usa.gov/wcMN0r
    Mar 27, 2015. 12:09 PM | Likes Like |Link to Comment
  • Forget Yemen - Oil Is Abundant And Moving Toward Obsolescence [View article]
    The U.S. is not interested in any more conflicts in the mideast. Simple as that. Saudi Arabia , Kuwait, Iran etc will have to spill their own blood and treasure if they want to get their oil to world markets at much lower prices. Canada and The U.S. are
    are the big winners. Irregardless of renewable energy sources N America will be essentially self sufficient at $65 wti. The producers like Russia , Venezuela, Nigeria, Iran, Libya are all going to sell as much crude as they can at much lower prices . "Down the tubes".- their only salvation "geopolitical chaos" to spike oil prices . ie Saudi Arabia and Yemen . That will make N American unconventional oil even more attractive . OPEC is dead and the mid east will have to clean up its own "neighborhood"
    Mar 26, 2015. 11:12 AM | 5 Likes Like |Link to Comment
  • Kinder Morgan: Time To Get Bullish? [View article]
    Wait until war breaks out between Iran and Saudi Arabia . Think that's impossible , think again . Saudi Arabia has quadrupled military purchases since 2013 . The Middle East is heading to political chaos . You will be glad you own KMI then . Any N American E&P that's well capitalized as well . Dollar strengthens every month , more discourse in Mid East . Doesn't take a PHD to see how this story ends . Canada and The United States will be in the energy "cat bird seat" . Expect crude exports soon . More good news for KMI and EPD
    Mar 25, 2015. 12:06 AM | Likes Like |Link to Comment
  • Bank Of America: The Frustration Mounts For Shareholders [View article]
    Just own it and put it away ...in 5 years you will be glad you did . Bank of America will be the best capitalized most profitable money center bank in N America . This company has been scrutinized and beaten to death . The stock has performed dreadfully in 2015 compared to almost any other sector besides energy in the S&P . I am buying the A warrants. Each time they get creamed I buy more . By 2019 I will be rewarded . Complete no brainer . Long BAC A Warrants .
    Mar 23, 2015. 09:59 PM | 1 Like Like |Link to Comment
  • Linn Energy - Does Mr. Market Expect A Second Distribution Cut For This 11% Yielder? [View article]
    They should just eliminate the dividend completely. Nobody knows when oil will start rising again. Saudis are now hiring U.S. Fracking firms away from domestic E&P. If sanctions are lifted against Iran that puts another 1 million bbl a day into the world market . $50 oil may be around for a long time
    Mar 17, 2015. 10:05 AM | 2 Likes Like |Link to Comment
  • Bank Of America - An Ironic Opportunity For Superior Appreciation [View article]
    There are now many of the largest metro areas in the United States overbuilt with apartment properties . Massively Overbuilt would be more accurate . Many of those new units have high rents and will require high occupancy to cash flow . GE sold its portfolio of multi family properties in N America because they anticipated the onslaught of new apartment units . The tectonic fact is that there will be more renters and less home buyers in most American cities . High end home builders will do well but middle class Americans are not interested in new mortgages or another home . Car loans and credit cards and lots of service fees are all that is working at Bank of America . Home loans are structurally suppressed . Appraisals and underwriting regulation is burdensome . Merrill Lynch is where all the value is at BOA and is why I stay invested . Mega Banking will never return to its formal glory no matter how many value equations are overlayed onto book value or FED policy . I will be thrilled with 9% real appreciation in the BOA shares I own but will not hold my breath ...
    Mar 16, 2015. 10:42 PM | Likes Like |Link to Comment
  • Beware Of Sangamo: 20-Year History Of Failures, Misadventures In HIV, And Flawed Approach In B-Thalassemia [View article]
    Sangamo approved by FDA to go ahead with PH 1 :
    http://bit.ly/18DQY3D
    Mar 12, 2015. 12:23 PM | Likes Like |Link to Comment
  • Beware Of Sangamo: 20-Year History Of Failures, Misadventures In HIV, And Flawed Approach In B-Thalassemia [View article]
    HIV will no doubt be cured . Biogen obviously sees value in its relationship with SGMO. Nevermind Toxcity with HAART over decades of treatment leaves much to be desired. Natural mutations exists in humans which prove them to be immune from HIV infection. SGMO has identified that curative mutation. They are headed down the right path ...I have been in the stock from $4 to $24 and back to $17. I have always added more on significant pullbacks and have done very well . My investment is a "call on science beating disease" . I have done it with Gilead and ISIS and hope my small contribution at Sagamo will prove beneficial to easing human suffering yet again . Biotech is advancing by leaps and bounds and Alpha Exposure will be on the wrong side of this trade . Get shorty !
    Mar 12, 2015. 12:37 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: A Smart Move [View article]
    All the large MLP are accessing ATM equity . The shares are being penalized . Across the oil patch MLPs included . More equity , more dilution , lower unit value . Stand in line while shareholders get soaked with more and more dilution . In a year with $60 oil the capital markets will be shut off completely. So I guess they figure they will sell more equity while they can . The MLP bull run has ended , just pray the distributions can hold up .
    Mar 11, 2015. 07:14 PM | Likes Like |Link to Comment
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541 Comments
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