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Windwood Trader

Windwood Trader
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  • Quick Chat 282 July 28 2015 [View instapost]
    >Mark-

    Do you have these fantasy fugues often?

    WT
    Aug 10, 2015. 10:16 AM | 3 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    I am not a current holder of this natural resources fund, nonetheless the facts in the article are staggering!

    http://seekingalpha.co...

    WT
    Aug 10, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    I remember Senator Everett Dirkson saying once, "A billon here and a billion there and pretty soon your talking real money."

    IIRC that comment was made during the height of the Vietnam war.

    Wonder what his comment might be about two trillion dollars?

    WT

    ps. Hope some of you remember the senator from Illinois. When politicians exhibited class.
    Aug 9, 2015. 07:14 PM | 4 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >Hey, OG-

    I believe you are on point.

    Unfortunately the Emerging Markets label gets lumped together with the good, bad and ugly players and sorting them out is tricky.

    It would be neat to see which markets Cargill operates in.

    This is one very dangerous market, IMHO

    WT
    Aug 7, 2015. 04:34 PM | 6 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    Re: O&G-

    Somewhat encouraging news on (MRO)-
    Can make a profit at $50 oil with 70% of their inventory.
    4.3% divvy will continue- Non-core assets being reduced.

    Conference call summary-

    http://seekingalpha.co...

    WT
    Aug 7, 2015. 07:48 AM | 5 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    (MRO) did report a NEG $.23 today vs an expected NEG $.27. Cold comfort I suppose.

    The conf. call should be interesting. How are they going to pull the rabbit from the hat? 95% of the analysts have them in the dumper right now.

    WT
    Aug 5, 2015. 08:11 PM | 4 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >Mark-

    Thanks- A very nice encapsulation of a complex issue. I will award you a GOLD STAR!

    WT
    Aug 5, 2015. 07:40 PM | 3 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >Mark-

    " The hedges should keep the cash flow positive when considering the div cut to more reasonable level. "

    Sounds right to me-

    WT
    Aug 5, 2015. 04:56 PM | 3 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    (MRO) Conference call on Q2 earnings 09:00 Thursday.

    http://bit.ly/x0h2We

    WT
    Aug 5, 2015. 04:47 PM | 3 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >SHB- Re (MEMP)

    Same article I highlighted also contains very detailed guidance out a couple of years-

    "William J. (Bill) Scarff, President of the general partner of MEMP. "Additionally, based on development plans and capital expenditure assumptions comparable to our 2015 guidance, we expect to see strong coverage in 2016 and beyond at current commodity prices."

    http://yhoo.it/1M4Tal2

    WT
    Aug 5, 2015. 04:32 PM | 3 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >Mark-

    On EM debt in US dollars-

    Thanks! Good warning advice.

    Do you feel EM debt of sovereigns would be similarly affected? I did a Short/Buy several months ago but sold and covered at a profit way to soon.

    WT
    Aug 5, 2015. 04:24 PM | 3 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >OG-

    Agree on Emerging Markets- timing is everything.

    (VWO) has slightly better performance than (EEM) over the last 3,6 9 months. About 1% better in all time periods.

    Check out (EPHE) for an interesting thought. I got out a month ago with a decent gain and it's starting to once again look a little attractive.

    Timing may be early for most everything right now though.

    Cheers-
    WT
    Aug 5, 2015. 10:21 AM | 4 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    Re:(MEMP) They joined the "Cut the distro club" Next distro will be reduced by 45% down to $.30 from $.55

    >>>>>&g...
    "We made the very difficult decision to recommend a reduction in MEMP's expected distribution for the third quarter 2015 to $1.20 per unit on an annualized basis," said John Weinzierl, Chairman and Chief Executive Officer of the general partner of MEMP. "Given the current outlook on commodity pricing, moving forward with a distribution re-set is consistent with our conservative management practices, helps secure sustainable distribution coverage, and positions the partnership for long-term success. We believe our diversified assets, sector-leading hedge book, and significant liquidity will allow MEMP to grow during this challenging environment."
    >>>>>&g...


    http://yhoo.it/1M4Tal2;_ylt=A0LEVvqfFcJVr2UA...

    WT
    Aug 5, 2015. 10:05 AM | 4 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >DG-

    Agree with your take.

    Seems like the vast majority is still denial about the non-"recovery", which never quite gets there unless you can count hope as being a recovery component.

    In my area (Northeast) the unemployment was never that extreme except in the major urban areas and housing surely did falter along with industrial growth and jobs became scarce with formerly two-wage earner households becoming one while the old winter-banger car had to do an extra three years in service. A lot of this never makes the headlines but sure does have an effect.

    WT
    Aug 5, 2015. 08:30 AM | 5 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    Dapizz-

    Re:(VDSI)
    Very thinly traded and a lot of money was made and traders bailed out. Not sure if it is safe to go back in the water. If markets continue to "correct" that lowering tide will take all with it, even those already taken to the woodshed including VDSI.

    Solid company good story, fairly good horizon, no big institutional groupies yet.
    I see no need to be the hero.

    WT
    Aug 4, 2015. 10:41 PM | 5 Likes Like |Link to Comment
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