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pizzale

pizzale
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  • Civeo Blows Up: More Bad News For Texas [View article]
    The key question for me is whether or not Einhorn and Jana are still in there... or if they are coming back at this levels or not. Unfortunately, it might take a while for us to know about their position size in Civeo.

    That being said, it won't go to zero for sure as there is still plenty going on in Alberta where they have some big camps. It's like other commodity related stocks. It's not a matter if if they will go up, it's a matter of when... but when could take a while as I found out with uranium...
    Dec 31, 2014. 08:39 AM | Likes Like |Link to Comment
  • Civeo Blows Up: More Bad News For Texas [View article]
    How do we know Einhorn did not jump out of the window first?
    If him and Jana are still there, they will shake the shack quite a bit.

    However, that could be dead money for a LONG time.
    Those who jumped ship today might not be only weak hands.

    This was a flush of importance, pretty much a colonic.

    There could be one more flush on Wednesday before the bottom feeders start gathering around the carcass.
    Dec 30, 2014. 11:58 PM | 1 Like Like |Link to Comment
  • Update: Silver Wheaton's Earnings Fall, Cash Flow Rises [View article]
    Lots of folks are in that space nowadays.
    Nov 13, 2014. 09:08 AM | Likes Like |Link to Comment
  • Gold Miners: What A Disaster This Investment Has Been [View article]
    While you can make a killing picking a tiny penny stock that can bounce back pretty big, might be an idea for the average to stick to the boatload of great gold money making companies that do have a cash flow though their share price has been slammed silly. GDXJ is not a bad idea for someone who does not know where to start. That baby might surprise us even 3-4 months from now...
    Nov 7, 2014. 11:02 PM | 2 Likes Like |Link to Comment
  • Russia, Ukraine clinch deal on winter gas supply [View news story]
    Glad to see these folks agree. Enough US interference over there. These dudes need a break. There are plenty of opportunity for the attack industry to sell in the Middle-East.
    Oct 30, 2014. 09:49 PM | 1 Like Like |Link to Comment
  • India picks Israeli anti-tank missile over U.S. model [View news story]
    I thought Chuck Hagel would be asking India's Prime Minister for the best ashrams in India so he could go meditate during this next vacations...
    Oct 25, 2014. 06:34 PM | 5 Likes Like |Link to Comment
  • Short Volatility Trade Up 25% In 6 Days: What Now? [View article]
    Made 26% as well after I got stopped. Did not want to be too greedy. I had used a tight 3% trailing stop.

    I am keeping an eye on this on for sure.
    Oct 24, 2014. 10:42 AM | 1 Like Like |Link to Comment
  • A Lot Of Potential Upside Remains In Small-Cap Stocks [View article]
    I agree with these two picks.
    One that will be interesting to watch as well in the "way oversold" category will be Civeo.
    Oct 22, 2014. 08:17 PM | Likes Like |Link to Comment
  • Should Investors Be Buying Civeo Alongside Greenlight? [View article]
    Also, there a no alternative up North for lodging let's say several thousand guys on a huge Fluor contract. I know someone who transport workers from a CVEO camp to an airport. They are well fed, nice gyms, etc. Guys like Fuor don't work on building a few bungalows. They work on massive multiyear contracts and the companies hiring them have deep pockets, they are not Permian Basin (with all due respect) fracking companies leveraged up beyond their eyeballs.

    It's a failry steady biz. CEVEO is a great deal right now.
    Oct 20, 2014. 08:26 PM | 1 Like Like |Link to Comment
  • Sarepta +11.7% AH on positive results for Ebola treatment [View news story]
    The monkeys who go the vaccin are still able to lift a banana. That's a step in the right direction I would say.
    Oct 16, 2014. 08:36 PM | Likes Like |Link to Comment
  • Update On Prospects For Peabody Energy: New Tariffs On Sale Of Australian Coal To China [View article]
    You sound like a coal industry enthusiast ;-)

    Keep writing, the lower BTU goes the better. I am not short the stock but I am planing on buying at the lowest price possible down the road... as long as they don't go belly up. Coal is still a massive piece of the energy pie but with the Dems in Washington and a slowdown in the overall economy, BTU might be on the shelves for a while.
    Oct 13, 2014. 04:42 PM | 1 Like Like |Link to Comment
  • All Is Not Well Down On The Farm [View article]
    Hi Brent,

    WHat's your take on Archer Daniel? They should be beneficiary of all those monster cereal crops, don't they?

    The farmers will suffer for sure from those low prices and it is clear that the companies you mentionned will feel the pinch.
    Oct 8, 2014. 10:03 AM | Likes Like |Link to Comment
  • Jobs Data Great For ETFs, Grisly For The Economy [View article]
    Great assessment Gary.

    I liked the fact you also picked the fact that EDV and TLT were up along with the market.

    That reminds me or another thing traders need to pay attention to.
    If the market goes down big and the VIX goes down as well, this means there could be a reversal coming VERY soon.

    Since I owned the VXX ETF and EDV, I did notice both move.

    Keep'em coming. I definitely pay attention to your comments.
    Oct 4, 2014. 10:22 PM | Likes Like |Link to Comment
  • Civeo to continue as C corporation, rejects REIT conversion [View news story]
    Took a junior position early today. Should be profitable long term, especially once some LNG projects get going in BC.
    Sep 29, 2014. 03:20 PM | Likes Like |Link to Comment
  • Could Corn Go To Zero: Grains And The Myth Of The Potato Market [View article]
    Archer Daniel should mint a good coin with all those bumper grain crops.
    Did very well with ethanol but I completely missed Archer Daniel's ascent.

    Waiting to see if the Market will give a gift within the next few weeks to take a position.
    Sep 27, 2014. 12:36 AM | Likes Like |Link to Comment
COMMENTS STATS
42 Comments
44 Likes