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huskers123

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  • Ruthigen IPO Set To Soar; Tetraphase To Find Lower Floor [View article]
    I wasn't sure if this is a hack job or poor analysis by comparing two different drugs two different markets. The CDC just release data on deaths and people with hospital infections, huge problem. Market potential is growing almost at an epidemic rate. The point in the article that resistance could develop before TTPH's its cIAI, and CUTI drugs completely escapes me. Why not say the same for Cubist's drugs or any anti-biotic under development from any other Co. Also, the drug would need to be in wide use for a resistance to build up specifically for TTPH's drug. The wide spread bio-tech sell off is creating a great value here. Have you ever noticed when bio's start going down, these stories crop up to put more downward pressure on the stock. Makes you wonder who is getting paid by who.
    Mar 26 09:44 PM | Likes Like |Link to Comment
  • ModernGraham Annual Valuation Of Marathon Oil [View article]
    It looks like your growth projections are way off. MRO has one of the best in E&P. Also reserves shot up.
    Mar 18 06:17 PM | Likes Like |Link to Comment
  • BP (BP +0.2%) brought in a combined $5B from the sale of its Texas City and Carson refineries, more than the $4B it initially had expected to get from the properties, but while each deal equaled $2.5B, the price for the actual facilities is far apart. The bulk of the Marathon (MPC +7%) deal is the inventory the facility held; the refinery itself was sold at nearly half the price of Carson. [View news story]
    Steal of the Century.
    Oct 11 08:53 PM | Likes Like |Link to Comment
  • This Oil Stock Bargain Has Takeover Potential And It Trades Below Book Value [View article]
    NBR's essentially wrote down all they could including the toilets. This is probably as cheap as it is going to get. This stock takes patience. You buy value stocks like this at rediculous prices and sit on them. I view Teva and MRO the same. Every portfolio needs a few value plays that just require time.
    Oct 3 08:40 PM | Likes Like |Link to Comment
  • Valero Continues To Impress [View article]
    I agree, VLO is a great buy. Thanks for the article!
    Sep 27 07:59 PM | Likes Like |Link to Comment
  • Marathon Oil: On Sale At $30 [View article]
    MRO's growth rate over the next 4 years is estimated at13% to 15%, XOM is near flat. Thats where the value is in MRO. Eagle Ford not even mentioned and its there biggest play. MRO hasn't determined the scope of it. But every well they drill is a commercially viable well, and they are about to secure a massive amount of additional acreage. Also they have alot of acreage and drilling activity in the Bakkan.
    Sep 26 08:47 PM | 1 Like Like |Link to Comment
  • Buy Total: Cheapest Valuations And Highest Dividend Yield In The Large Cap Energy Space [View article]
    Also, the new tax rates in France will be outrageous.
    Sep 26 08:39 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: Inside The Numbers [View article]
    Thanks for the very good analysis! I would like to see more on the projections. Most people invest on what is going to happen, and not whats happened in the past. COP has had some structural issues, which is why it is taking many steps to correct, like spinning off PSX. I invested in COP for the future. I think MRO is the place to be right now. My medium term prediction is COP will be in the low 60's.
    Sep 25 09:26 PM | Likes Like |Link to Comment
  • More on the shift from fixed income to equities: Jason Goepfert's "smart money/dumb money" indicator tells him stock prices could be set to crack. Currently, 67% of the "dumb money" expects a rally, he says, against just 50% expecting it in August when prices were 10% lower. A 3-8% correction (chart) typically follows when sentiment moves to such an extreme. [View news story]
    Interesting, I see alot of negativity. Also, I have heard a slew of analyst talk about $ still flowing out of equites this last week. I think the enthusiam has to get alot higher by retail investors with extreme inflows. That is when you know we are at a bubble top. We will test 1550. Then it is questionable where things go. If it breaks, it will go alot higher. QE3 will end up inflating the market. If it fails, I am looking at 1390 support.
    Sep 22 06:11 PM | 1 Like Like |Link to Comment
  • A Bullish Note From A Bear: A Brief Look At Post-QE Rallies [View article]
    The market is poised to inflate. Marc Faber says the high end could get crazy ridiculous before it crashes. This could play out of the next 2 years. Although Faber has extreme views, I think he is correct on directio. I am heavily waited risk-on; especially in commodity based stocks like oil, gold...
    Sep 18 08:54 PM | Likes Like |Link to Comment
  • Intel (INTC) is downgraded to Neutral at Citigroup which cites Asian checks and PC unit growth falling 1%. That's outstanding analysis after the stock has fallen more than 20% since May, and following the company's downside guidance last week. Shares -0.7% premarket. [View news story]
    They downgraded to wash out the rest of the week holders. Why to get the 4% yield. Not sure if $22.50 will hit, but that is the way the game is played. Goldman Sachs is notorious for downgrading to clear their short positions, or to gain an entry price. Citi, they are all the same. I plan to pounce on that 4% price if it hits.
    Sep 16 03:50 PM | Likes Like |Link to Comment
  • By 2015 Hard Commodity Prices Will Have Collapsed [View article]
    Oil Demand and Supply even in the deepest stage of the recession was remarkedly balanced. People forget OPEC, Saudies won't give their oil away. I think Oil is going to soar, quite bullish in the 6 month time frame. After that, another recession could hit so all bets are off. Long term, its a commodity to be invested in.
    Sep 16 03:35 PM | 1 Like Like |Link to Comment
  • Sell Bristol Myers: 4% Dividend Yield Doesn't Justify Expensive Valuations [View article]
    PFE is higher risk, a huge hole to fill with leading drug off patent. Wife use to work there, questionable how they will do to make up the Lipitor loss. LLY heading into large void, hoping for several new drugs, which don't look as promising as BMY. GSK, foreign tax on dividend, not a bad stock, not exciting at this point either, but could be a place to park $. AZN like it. BMY forward PE is subject to drug pipeline, which is fairly solid and likely to get approvals. Several top analyst realy like BMY, Cramer as well...although I am not a Cramer fan. The whole sector for big pharma is questionable. You think BMY is expensive, I think it is cheap...we will see.
    Sep 5 10:23 PM | 1 Like Like |Link to Comment
  • Make Me Sell [View article]
    Good article. I agree with the premise mostly. I wouldn't sell USB. Also, the scenario works in a non-hyper-inflation environment. Americans haven't experienced hyper-inflation. So with dividends or bonds it doesn't come as a first thought, where your portfolio can be worthless in weeks or days. I that case buy gold or commodity stocks, or ETFs in Foreign currency, or foreign companies that pay dividends preferrably in foreign currency.
    Sep 2 09:29 AM | Likes Like |Link to Comment
  • What Is Gold Really Worth? [View article]
    What is gold really worht? Gold is the measure of worth. The question leads to misguided thinking. How do you measure the worth of currency, debt issuance instruments, etc. It resolves comparative values of paper.
    Aug 5 08:57 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
27 Comments
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