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tealone

tealone
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  • Short These Oil & Gas Companies - They Are Going To Zero [View article]
    Thanks for the info. I would definitely not buy any of these (or many other upstream E&P companies) right now. Whether, or not, they sink all the way to bankruptcy, to me, is immaterial. What is, is that many smaller upstream companies are struggling to find enough cash to weather through deflated commodity prices and the struggle is getter tougher with time. That seems to be a prevailing, time specific, fact for many of the small cap E&Ps right now, which provides for an opportunity to potentially make a few bucks. I've done my own screening, and have my own list, but see I missed a couple (thanks). I have no problem with shorting companies to turn a profit and will definitely take a closer look at some of these and others to do just that.
    Aug 19, 2015. 01:36 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Greek Parliament Approves Bailout Deal [View article]
    California refineries just got over their outage, now it's the mid-state region's turn. Outages coming to the gulf-region and the east coast soon... :).
    Aug 14, 2015. 01:32 PM | 2 Likes Like |Link to Comment
  • Canada crude prices stay low as key Enbridge pipeline remains shut [View news story]
    or north/south...
    Aug 14, 2015. 01:09 PM | Likes Like |Link to Comment
  • U.S. Rooftop Solar Is Rapidly Gaining Support [View article]
    Indeed, we should stop subsidizing corporate farms and non-profitable ranching, let prices go where they may, and let supply and demand sort it out.
    Jul 14, 2015. 01:10 AM | Likes Like |Link to Comment
  • Choose Toro Over Deere For The Long Term [View article]
    Nit pickers-0
    Corn pickers- 1

    lol!
    Jun 13, 2015. 04:00 PM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Bond Slump Continues [View article]
    Thanks for sharing the websites, Cradleman.

    Peaches... mmmm, nothing like like them, especially the ones just harvested that are a bit too ripe to send on to bigger markets. I once worked at a peach "packing shed" in Palisade CO., a few (well..., ok.., quite a few) summers ago, but I can still smell and taste those delicious, freshly picked, peaches, especially the "over-ripened" ones that were culled out to be.... sold locally or made into nectar(?). Not sure what the owner did with them but they were the best-of-the-best peaches harvested (imo) and I've never been able to find a peach that tasted as good as those peaches that were "too" ripe.

    Guess, the article about Mr. Masumoto's innovation and his small, drought grown, and "very sweet" peaches sort of sparked the memory. If lucky, maybe some of his peaches will find their way to stores near me!
    Jun 6, 2015. 05:31 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Global Bond Slump Continues [View article]
    The article about the peach farmer was great..., and intriguing. His comment about "branding" was hilarious, but so true.., fads can definitely be great selling phenomena. If these peaches find themselves part of a millennial fad, especially an organically grown "diet fad", then katy-bar-the-door, they'll make him a very wealthy peach farmer. Great example of plain old American resourcefulness and hard work. Now, if someone doesn't come along and force a social security tax on him, he might just be able to live the American dream. But I digress..., good article.
    Jun 4, 2015. 03:20 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Bond Slump Continues [View article]
    I think the 47% are a product of our union run public schools (the root of brainwashing, anti-America-ism, and socialism in America). The future for the US doesn't and won't likely get, anything, but worse unless the root of the problem is addressed. IMO, of course.
    Jun 4, 2015. 02:04 PM | 5 Likes Like |Link to Comment
  • Here Is Why You Should Consider Buying Devon [View article]
    I like your articles (usually straight forward, factual, and and to your point), thanks plenty.

    I too agree that DVN has both the resources and management team to make predictable future profits. Even without the additional valuation expectations, I think DVN is a solid N. American oil play. With their 2014 midstream merger plus their undeveloped acreage (Permain acreage added), an increase in valuation definitely has the potential. However, while I'm not convinced of total global recession, I don't think we've seen the last of a rising $$, slowing in spending, and a lower oil bottom. I'm waiting a bit before pulling the trigger, but when I do, I'll buy DVN, as well as some solid Permain plays like CXO, PXD...., and maybe some PE.
    May 23, 2015. 06:40 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Bloodbath In The Bond Market [View article]
    Drone use is changing the nature of just about every outdoor occupation there is, from firefighting to underground "mole" research! Imagination and battery design seem to be the only limitation to the use of these remote "helicopter with camera -toys". Designers and engineers probably love the niche.

    I read where wildlife research , monitoring and data collection, has especially benefited. A wildlife biologist can now (well..nearly can) follow a herd of elk or find eagles in the Grand Canyon without hardly leaving their office. I also see where states have already prepared for the potential use (or mis-use) of them in hunting ( http://bit.ly/1IVYrdp ). They are definitely here to stay.

    I'm looking at JDI and Parrot for direct plays and maybe IXYS (power controller chips), AMBA (software transmit/upload HD video), and INVN (gyroscopes)for indirect plays.
    May 8, 2015. 01:02 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Eurozone Growth Forecast Gets Big Boost [View article]
    For any interested, an eye-opening read on the affects of an EMP is "One Second After", by William R. Forstchen. It's based on best available information but presented as a novel for readability. It definitely caught my attention. Unfortunately, its probably just a matter of time before some nut job tries doing it.
    May 5, 2015. 11:10 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Chinese Factory Activity Slides To 12-Month Low [View article]
    Climate change, global warming?..., whatever., nothing "bad" is going to happen. Much more potential danger to the "environment" from an Iranian nuclear..... "mishap".
    May 4, 2015. 02:40 PM | Likes Like |Link to Comment
  • Trinity Industries Could Be A Home Run [View article]
    I see TRN moving up with GBX and ARII, especially in light of the relative cheat price of TRN and the new overall regulations on tank car brake redesign. The price will likely follow the others up until the verdict is reached on the Trinity lawsuit.

    I'm buying for a shorter-term ride, with a watchful eye on the overall market and potential future effects of the lawsuit (also bought some GBX).
    May 3, 2015. 03:23 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Nokia Confirms Advanced Merger Talks With Alcatel-Lucent [View article]
    whether union or not, you can bet any car factory in the US is heavily influenced "by" union activity. The decision to build in Mexico by Toyota was also influenced by some degree by our union activity (past and present).

    Another question is what future decisions by foreign business might be influenced by the recent west coast port strike? Yea, that might be interesting.
    Apr 14, 2015. 01:30 PM | 5 Likes Like |Link to Comment
  • Oil Prices Rose 6% Yesterday - What Does It Mean? [View article]
    I'mmm gonnna goooo .....short! ......no long!
    Apr 8, 2015. 01:03 AM | Likes Like |Link to Comment
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