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sinedo

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  • Debriefing The Linn Energy Call [View article]
    Pretty much another "hit piece" from Seeking Alpha shorts. That's encouraging to me. Cover shorts and go away.
    Regards,
    Nov 6 04:25 PM | 15 Likes Like |Link to Comment
  • Linn Energy: Get Ready For Another Hedgeye Short Attack [View article]
    It's an old game --shaking out the weak hands, but the stock won't go down, and it's killin' them. The weak hands left last summer, and savvy investors bought their shares, and are waiting to pick-up more. The price of Oil won't cooperate either. Shorting income producing Oil stocks with Oil around $100 a barrel is stupid. They're letting the children play the short game, it seems.
    Regards,
    May 15 09:50 PM | 14 Likes Like |Link to Comment
  • Seadrill: Come To Daddy [View article]
    Excellent comments, NC Investor. All investments have risk, and "anal-lists" all seemed to think the Oil Drillers, on and off-shore, were risky, at the same time. It's a common herd characteristic. There followed a short-attack on all of them, including the Pipelines. That negativity was the major risk, and it was not "business" risk.
    Unfortunately, for the Shorts, the companies, they shorted and bashed, pay big dividends that limit the downside, and invite greedy investors, like us, to take advantage of the cheap stock prices. SDRL recovered much of its share price when it announced new contracts and sale of an expensive rig, producing a better debt to equity ratio.
    It is still cheap at $40, but technically it's short term resistance seems to be around $42, but that was at the start of the short selling, so it only marks the time when the Market was relatively normal. The shares sold short rose from about 11 million in Feb to 28 million last week. They are still selling short a bit, and paying the dividend, so they haven't gained a thing.
    They will have to buy at least 15 million shares to cover and get out of their losing position. I think the weak-hands shareholders have already been scared out, and it is going to be expensive to find all those shares, unless some very bad news comes along. So far, there has only been good, healthy news and demand for oil is rising. If 2nd Quarter earnings are anywhere near prediction, demand for shares will rise.
    So, on top of all the good news and the 10% dividend, the likelihood of a short squeeze driving the price into the $50 range is not unreasonable.
    Therefore, I like the current $39 price for both income and capital gains.
    Regards,
    Jun 25 02:49 PM | 12 Likes Like |Link to Comment
  • Linn Energy: Get Ready For Another Hedgeye Short Attack [View article]
    "Seeking Profits" says, this time: "Investors should be sellers of LINE." He punches out hit-pieces in complete coordination with HedgeEye, convincing me he is on their payroll. His first bash was the first Sell recommendation, I've ever seen, based on the probability that a company would not INCREASE its distribution in 2014. Unbelievable, but at least he avoids out-right lies. I won't read the article if he's compensated by SA for my views.

    Barrons doesn't write the hit-pieces; their editors allow writers, off the leash, to publish them. I suspect Barrons will be guarding their reputation in the future, and watching those guys carefully.

    To me, it is very encouraging to see this desperation from the Shorts; they're clearly amateurs, way over their heads, and this education is going to be very expensive. Don't let them scare you out.
    Regards,
    May 16 10:34 AM | 9 Likes Like |Link to Comment
  • Linn Energy: Production Imperils The Distribution [View article]
    When "Seeking Profits" prints a bash and the stock goes up, you know he has been identified as the spokesman for the "Shorts", who have not been able to get out (cover). I would like to see his bash drive the stock lower before the next divvy, but I can't depend on him any longer.
    Waiting, like he is, for the short squeeze, still to come.
    Regards,
    May 1 01:35 PM | 9 Likes Like |Link to Comment
  • Is The Linn Energy Distribution Safe? [View article]
    "...- perhaps the bears will ge tired and move to something else."

    "Seeking Profits" still has his job to do, continue trying to scare the Mom and Pop income investors out, so his pals can cover their big Shorts in LINE and LNCO. It's clear to me they haven't yet, and the Oils and Materials are reversing out of their downtrend, so the Market won't help them, and the "weak hands" have sold, already.
    Hope springs eternal, but short-squeezes are more likely, at this point in their game. Help get one started by adding to your holdings at this giveaway share price BEFORE Friday, and get the .2416 divvy. Good luck, SeekingProfits, getting it down some more so we can get a better deal.
    Regards,
    Apr 8 11:51 AM | 9 Likes Like |Link to Comment
  • What If The Linn Energy And Berry Petroleum Deal Falls Through? [View article]
    I disagree that the deal is all that "critical". Linn has cash, and can expand its own vast acreage production, or find other acquisitions. I find this author to be more objective, but still softly negative. I also suspect there is something to gain, hoping the deal doesn't go thru and the stock price gets hit further. Just a gut feeling based on experience.

    Frankly, I hope the deal doesn't go thru, and Berry's stockholders get a chance to let Management hook them up with a lower quality buyer. They may get a better deal, but maybe not. There are no sure things, and it would be much wiser to try and get a bit more stock from Linn; I have a feeling there are "feelers" out, already.

    I would also suggest that Linn shareholders will be better off when this deal is executed or abandoned. Then it will stand on its own, and be less affected by rumors and opinions designed to generate selling. They've probably drained that bucket, already, but more power to them. I'm ready to buy more.
    Fear and greed drive markets; learn to profit from them..
    Regards,
    Oct 25 03:21 PM | 9 Likes Like |Link to Comment
  • Listen To The Goldfields CEO - Buy Your Gold Before Prices Jump [View article]
    The suggestion that the stock market is a better place to invest, today, is Buy High, Sell Low thinking. For best results, buy when something solid is unloved, and sell it when everyone wants it. I remember buying my last 100 oz Silver bar for $400, when nobody was buying, and I regretted not buying more many times later, but buying one was hard, at the time, because the bottom was still not in, the "market brains" were saying. Non-rare gold coins were similarly dirt cheap.
    Everyone should have some precious metal protection, but there are times when sellers get so pessimistic they become irrational. It never fails to repeat, in cycles. When, like the author says, PM's are selling for less than the cost of production, the bottom is close enough.
    Regards,
    Dec 13 02:55 PM | 8 Likes Like |Link to Comment
  • Seadrill defies expectations by raising dividend, outlook [View news story]
    One solid indicator is the immediate "hit-piece" by SA author "Seeking Profits".
    He is famous for trying to push the Short position that his bosses have tried against most of the Oil producers. These guys are having fits over SDRL's rising stock performance since they tried to trash it. Fortunately, there are two or more authors ready to counter his pathetic attempt to scare income investors out.
    Don't reward him by reading his junk; SA authors get paid by the views. Besides, the quality is sadly inferior.
    Regards,
    May 28 11:27 AM | 7 Likes Like |Link to Comment
  • Jim Cramer Sells Linn Energy, Tells Investors To Buy Kinder Morgan [View article]
    I like Cramer; he's a smart guy that knows an amazing amount about almost any U.S. stock AND many foreign ones too, so he's a reliable source of info. His buy/sell advice, however, is another matter, and you will do OK ignoring it. I generally do, because he is emotionally driven from his "trading" career. He hates to be seen holding a loser, seldom recommends buying currently out-of-favor stocks, despite what he may say, and too often says Buy when a stock he likes is topping out. I sometimes suspect that he does what they all do, talks his "book" and recommends buying HIS stock when he's ready to unload it.
    His life-long connections with so many Hedge Fund traders makes me wary of his motives, occasionally, too. Sharks don't really change a whole lot.
    Regards,
    Mar 13 12:59 PM | 7 Likes Like |Link to Comment
  • Linn Energy For Dummies [View article]
    You don't lose, break even, or gain until you sell. Traders think like you're thinking. When you buy something for income, all that really matters is that the Company stays stable enough to keep paying your income. I see these Market moves as opportunities to buy more. if I like the stock. Line has so many big investors (Funds), they have to play the game straight, and they are big enough to handle the crazy moves Market players always need, like the current one. Think of the worst case scenario and decide if that will destroy your income stream. I can't see it, myself.
    Regards,
    Jul 22 03:45 PM | 7 Likes Like |Link to Comment
  • With the major averages edging towards pricey territory, Andrew Bary of Barron's screens the S&P 500 for stocks trading at single-digit multiples, then narrows the list to those whose prospects can be argued to be good. The names are all familiar ones, but their presence on the list may surprise: VLO, MPC, HPQ, FCX, ESV, PSX, GM, MET, WDC, PRU, APA, JPM, C, DE, AAPL[View news story]
    The beauty of the Market is the love and hate emotions that under and over-value stocks. I have found the best strategy, long term, is to realize "the first shall be last, and the last, first" always works for good companies. Buy those straw hats in the winter, the hated stocks that will "rotate" back into loved status, eventually, because that is the "game" the big WS Brokers have been playing for ages. When they say "Sell", they want your shares, and vice versa, generally.
    Regards,
    Jul 20 01:07 PM | 7 Likes Like |Link to Comment
  • Linn Energy: The Permian Trade With Exxon Is A Smart Move [View article]
    Seeking Profits immediately wrote another SA article bashing the deal, which tells us the Shorts are still not covered and desperate to get out. Don't click on it and help pay him.
    Why didn't they believe Linn when the CEO said they would do a trade of the horizontal drill properties they didn't want? Both parties got what they wanted, and only time will tell which one got the best deal, but that's the way all deals work. It doesn't matter, if you take care of your problems.

    The bashers, here, can't win this dumb short play, but won't admit they were wrong on every Oil stock they have attacked, so far.
    Denial is deadly and painful.
    Regards,
    May 22 01:26 PM | 6 Likes Like |Link to Comment
  • Linn Energy: Is This The Bottom? [View article]
    There is risk in every investment, and people who see the Linn yield get scared. They whine and wring their hands hoping for assurances in these Comments. My feelings and experience make me ask what the worst case always is. If LINE reduced their dividend, would that be a terrible thing? Not for me, because that risk is always there in business where there are growth prospects. With Linn, we get income AND strong growth, a "two-fer" as long as business is good and the economies of the World grow.
    We can't succeed by avoiding all risks; business is risk, and some don't always win. If Linn can survive, they will prosper and I expect to, also. Some risk is appropriate for investors, and I believe a risk of a slightly reduced dividend is not a big deal, as long as Management is good and the debt not smothering. Those are what matter.
    Regards,
    Apr 14 02:13 PM | 6 Likes Like |Link to Comment
  • Indonesia mines ministry seeks cut in export tax for Freeport, Newmont [View news story]
    Unemployment and the upcoming elections reliably provide the 2 by 4 necessary to get the politicians' attention.
    Regards,
    Apr 11 11:28 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
263 Comments
429 Likes