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TheGreatOne

TheGreatOne
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  • FedEx's Q2 Earnings Miss Has Sent Its Shares Lower, Should You Buy On This Weakness? [View article]
    Joey-- Good article on the fundamentals here in FDX and I agree- may I add that with oil prices getting whacked, that may create a surge in FDX earnings that send shares up 40-50%+ next year. JMHO but I think the market just handed us a Christmas present with this recent 10% pullback, and the oil price decline is a big fat bow on the top. Long FDX! Cheers.
    Dec 17, 2014. 10:35 AM | 2 Likes Like |Link to Comment
  • Atwood Oceanics Inc.: Fleet Analysis And Recent Q4 Result Comments And Recommendation [View article]
    FT, very helpful and detailed analysis here. Long ATW with a few shares around $40 and accumulating through these 'rough seas'/buying on dips as this seems to be a very well-managed company. Cheers!
    Nov 17, 2014. 03:59 PM | Likes Like |Link to Comment
  • 3 Notes On Silver Wheaton's Upcoming Earnings Report [View article]
    Lior- thanks for the SLW update; helpful as always. Wanted to ask if you have any info on insider ownership/trades as of late. I cant find any data as such, perhaps Canadian laws are different and insiders don't have to disclose? Seems that with their forecasted streams to 2018, a price around $18 (US) would have insiders buying hand over fist. Thanks, cheers!
    Nov 12, 2014. 02:39 PM | Likes Like |Link to Comment
  • Deep Down, Inc.: Under The Radar [View article]
    Chase- from your article I've been following DPDW over the past 6 months and just wondering if you have any new insights/opinions on things--thanks.
    Jun 17, 2014. 10:30 AM | Likes Like |Link to Comment
  • Why Caterpillar And Joy Global Aren't Worth Buying [View article]
    Glad to hear your opinion as a former employee-- I like everything I see on paper and they are hanging in there through this current malaise-- I'm accumulating and going long.
    Apr 1, 2014. 10:18 AM | 1 Like Like |Link to Comment
  • 4 Growth And Income Stocks To Buy After A Correction [View article]
    Agree on GOOG and BRK- i'd add MasterCard and Visa to that shopping list too. Cheers.
    Feb 11, 2014. 10:51 AM | Likes Like |Link to Comment
  • More pain ahead for Joy, Goldman says in cutting shares to Sell [View news story]
    you beat me to it! totally agree. love this company and when the mining sector gets out of the doldrums, this company will soar.
    Jan 3, 2014. 01:04 PM | 2 Likes Like |Link to Comment
  • Can Silver Wheaton Turn It Around? [View article]
    As Warren Buffett says, 'the news isn't good, but the prices are'. SLW is a leveraged play on the price of silver and silver isn't going anywhere. Demand and prices will come back some day-- next year, three years from now, who knows? And if SLW is still kicking off halfway decent EPS in the dregs of an industry cycle, how much more so when things get better? If the price you pay determines your rate of return, then at $21, the market is handing you a gift. Buy it now when the news is bad and wait for the day that the rest of the world wakes up and realizes oh, gee, the silver sky ISN'T falling, and this thing pops back into the 40s.
    Nov 21, 2013. 11:16 AM | 1 Like Like |Link to Comment
  • Caterpillar And Joy Global: Investments That Need Patience To Pay Off [View article]
    Anup- great article, thanks for the info. I agree and think Joy in particular is a buy, great numbers despite the hideous coal market right now. Started accumulating a few shares here and there and will buy on the dips. For coal bulls JOY and CAT along with the coal ETF may be a nice way to play the eventual coal rebound. Cheers.
    Nov 14, 2013. 01:01 PM | Likes Like |Link to Comment
  • Superior Energy Services Looks To Live Up To Its Name [View article]
    Steve, good article. I just discovered this name and trying to learn about it. What caused that huge revenue growth from '11 to '12, was it a big contract(s) or acquisition? Thanks for the insight.
    Nov 1, 2013. 02:46 PM | Likes Like |Link to Comment
  • HollyFrontier: A Dividend Diamond In The Oil Refiner Rough [View article]
    Thomas- great article, thanks for the detail here. Long HFC and I am a believer. I'm in the for long haul.

    Wondering if you've ever taken a look at little Adams Resources and Energy (AE). A small player but rock-solid financials and outperformed the industry over the past ten years, I'm long AE and would love to hear your opinion. Cheers.
    Aug 21, 2013. 04:14 PM | Likes Like |Link to Comment
  • The Emerging Liquefied Natural Gas Global Trade Meets The Greek Shipping Industry [View article]
    Thanks VD! Appreciate the sources. Will stay in touch.
    Jul 15, 2013. 09:51 AM | 1 Like Like |Link to Comment
  • The Emerging Liquefied Natural Gas Global Trade Meets The Greek Shipping Industry [View article]
    VD- thanks for your article, very informative. 2 questions:

    what is (are) your primary source(s) of information on the LNG industry? any trade journals you recommend?

    Your article did not mention StealthGas-another Greek shipper I've been following--any thoughts on its role/future prospects in the LNG shipping dynamic?

    Cheers.
    Jul 12, 2013. 09:34 AM | Likes Like |Link to Comment
  • Time To Consider HollyFrontier? [View article]
    Richard- thanks for the article, long HFC and would have to think Graham would love it too. Also long another little refiner, Adams Resources and Energy (AE)--seems like a great little company that has delivered the big returns like the rest of the industry, and still carrying that cheap P/E. Wondered if you had any thoughts on it. Cheers.
    Jul 8, 2013. 10:19 AM | Likes Like |Link to Comment
  • Follow Soros And Sprott To Hammered GDXJ [View article]
    don't tempt me. ive been impaled by the falling commodity knives the past 12 months. but man at these cheap prices..........
    Jun 21, 2013. 03:17 PM | Likes Like |Link to Comment
COMMENTS STATS
56 Comments
63 Likes