Seeking Alpha

$DUST

$DUST
Send Message
View as an RSS Feed
View $DUST's Comments BY TICKER:
Latest  |  Highest rated
  • American Realty Capital Properties: Not Good, Not Bad... Ready To Move On [View article]
    My original buy was at $14, at this point I don't expect to regain my money for many years :)... Yet, at least I feel like I have a floor with this investment now and can sleep soundly while the dividends repay me over coming years. Will wait for 'O' to crash back to reasonable high 30's, until then I'll stay away from NNNs and go back to the tech sector that proved so much more profitable. NASDAQ seems intent on crawling to 5000 and above and won't be surprised to see DOW hit 20k before next collapse.
    Mar 2, 2015. 01:21 PM | 2 Likes Like |Link to Comment
  • Thirty cents knocked from American Realty AFFO over six quarters in restatement [View news story]
    I thought Cole sale to RCS was not off...
    Mar 2, 2015. 11:13 AM | Likes Like |Link to Comment
  • American Realty Capital Properties: Not Good, Not Bad... Ready To Move On [View article]
    Not gonna add, but will continue holding my 600 shares. Still think there's some room for appreciation, but feel neutral about this stock from bullish.
    Mar 2, 2015. 11:00 AM | 2 Likes Like |Link to Comment
  • American Realty: Schorsch Falls, AFFO Rises [View article]
    Like most, I was surprised with Kay being let go and think that's the reason stock went down instead of up on the news that scorch is out. While not necessarily in favor of it, really liked the news about Scorcher being kicked out. Viewed him as an overpaid prick who looked towards his own interests rather than the company's. I was tempted to buy more, but decided to resist until more is known about replacements, investigations and whether the company is serious about share repurchase.

    Going forward they have to hire someone really competent with good track record and a stellar name, otherwise they won't have a second chance. With the cash cows they were paying Nick they have a significant leeway to pull in a good talent in terms of compensation.

    I'd also would love to see a share repurchase implemented but only if it does not costs us a major divy cut by selling some of the top properties. No point in repurchasing if the value is significantly eroded.
    Dec 16, 2014. 07:57 AM | 5 Likes Like |Link to Comment
  • UGAZ: Natural Gas Has Exploded Higher! How Much Higher Can It Go? [View instapost]
    Long since $13.3, did not sell out in the rally unfortunately, waiting to get back to $18+.
    Nov 11, 2014. 03:50 PM | Likes Like |Link to Comment
  • UGAZ/DGAZ: Natural Gas Is Now Below $4.00 For The First Time Since January So Now What? [View instapost]
    Well, most likely will have to sit on this now way into the winter, but then again, knew that might happen when bought in. Will start adding at $10 or so for a longer run going into next year.

    Only regret is for liquidating my DGAZ way too early :(

    Gl with your trades fellas.
    Jul 21, 2014. 02:40 PM | Likes Like |Link to Comment
  • UGAZ/DGAZ: Natural Gas Is Now Below $4.00 For The First Time Since January So Now What? [View instapost]
    I read a lot about us being the SA of gas. With fracking they say we are about to become SA of oil as well. But are we building the exporting infrastructure? For as far as I know its almost non-existent. I always wondered, if EU is starving for Gas, and it costs there 3x it costs here, how come no-one put the two and two together yet? Our prices would go up and theirs down, plus, you eliminate Russia out of the picture and being beholden to it. Anyways, that's what has been bothering me for several years. What interests are stopping this from taking place? - cause surely its not the lack of capital.
    Jul 17, 2014. 11:53 PM | Likes Like |Link to Comment
  • Natural Gas & UGAZ Should Be Near A Bottom [View instapost]
    Thanks as always Robert. Bullish on $UGAZ. Holding my $18.44 entry and adding every dollar down. $UGAZ looks very short term bullish to me. Looking to exit at around $22.
    Jul 14, 2014. 03:17 PM | Likes Like |Link to Comment
  • Prospect Capital Vs. Fifth Street Finance [View article]
    I recommend IB as well. Most of my trades cost just over $1, all around. Their charts suck, but execution is top notch. I use ThinkOrSwim charts and trade with IB, unless you are trading penny stocks, that will run you up...
    Jul 8, 2014. 09:37 PM | 1 Like Like |Link to Comment
  • Yingli Fund-Raising Signals Hands-Off By Beijing [View article]
    We are starting to see the stock bounce already, just on marginal margin improvement and maybe slightly due to the games advertising. Imagine a better than expected Q2/Q3 which is quite likely since they continue to maintain their full year guidance.

    I was so tempted to double my already over-exposed position at $2.8 but the conservative in me won out. I regret that so much now. Thankfully, I was able to take full advantage of $JKS plays since, able to capture ~20% profit from it [got scared and exited it full 2 bucks lower since recent highs :( lol. Could have turned it into 30%+]. But oh well, I don't plan to repeat the same thing with $YGE and holding till $8+ if Q2 shows continued improvement. Heck if it keeps going I'm holding into Christmas and buying myself something sweet this year :).
    Jun 23, 2014. 02:53 PM | Likes Like |Link to Comment
  • Yingli Fund-Raising Signals Hands-Off By Beijing [View article]
    I personally haven't heard anything new since they were announced, however, these deals illustrate to me that the company is going along with business like usual. It also shows that the Party is pressuring various companies to develop cleaner sources of energy as illustrated by the off-hand comments by some of the press releases with the CNN. As far as DC deal, they had business before and that the project will happen is a no brainer.

    I personally think YGE is too big to fail. We know what that means. If anything, with the last share offering the company showed it takes a hands of approach to investor management, however, the fact that they are stuffing their pipeline with one deal after another is very encourage-able to me.

    YGE is by far my most risky investment in terms that I usually do not tolerate such losses and sell out. But I see an explosive growth on sheer mention of positive Q2-Q3. If nothing happens by then I'll start worrying. But thanks to recent JKS volatility, unless YGE drops below $2, I'm even and happy camper.
    May 2, 2014. 01:23 PM | Likes Like |Link to Comment
  • Dividend Buy Of The Month: American Realty Capital Properties Inc. [View article]
    I'd like the fact to be investigated if the reporter who reported it, or someone close to him, held position in NRF lol. This smells fishy to me!

    A major newspaper reporting unsubstantiated claims does not sit well with me.
    Apr 29, 2014. 01:58 PM | Likes Like |Link to Comment
  • Yingli Fund-Raising Signals Hands-Off By Beijing [View article]
    YGE is gonna be depressed now at least till Q2. However, I have little faith in Sussie's projection or other negative projections and here's why:

    First, as a student of China's political and social systems many people underestimate the huge problem China faces with its ecological degradation and pressure's it is placing on the country economically and more so socially. Despite improving economic situation in the country mass protests have been on the incline for years and the leadership understands they have to address the problem. One way to do that and maintain economic development is green energy. They will not allow one of the largest manufacturers to go bankrupt. Worst case scenario they will be bought, out I think.

    Second, in my short but productive trading experience, going against the advise of these institutions always paid out by leaps and bounds in mid to longer terms than trading along their advise. I took the saying of "blood in the streets = BUY BUY BUY" to heart, and so far very successfully :).

    Third, China is hording rare earths (precisely needed for this industry) and is the largest supplier of them, which indicates it has big plans for future growth in high tech industry. Growth, especially in early parts of the year, has been used as fear-mongering for years now and always turned out to be for naught. The only claim to legitimacy China's leadership has is its continued economic growth and they will not sabotage it.

    Lastly, I've yet to see Buffet wrong. If he says to stick with solar, I will.

    I've had a position in YGE since $5.3. I used the recent offering to add a third to my position and bring my price down. I have little doubt that their Q3, and maybe even Q2, will see profits as they projected and while I don't see this stock trading at $11 by then, I see it well above $8. I'll hold my shares confidently and play JKS short term to offset any loss for YGE every time it drips below $29. Only time will tell, but I have a feeling by the end of summer I will be very glad with my position.
    Apr 29, 2014. 01:47 PM | 3 Likes Like |Link to Comment
  • Correction Ahead In Gold [View instapost]
    My biggest fear going forward into this week is the vote in Crimea. Most likely the vote is going to go for Russia and thanks to our nosy foreign policy we will be stuck again with a foreign conflict we had no reason to get into. Except this time, thanks to Russia being involved we can expect media to play this up to high heavens and feed of the cold war rhetoric.

    I fear if this thing drags on gold may punch out without having a retracement. Where are those institutional dumps of 2013 when u need them lol.
    Mar 10, 2014. 01:31 PM | 1 Like Like |Link to Comment
  • I Am Fading This Gold Mining (GDX) (GDXJ) (NUGT) Stock Rally & Buying DUST On Dips [View instapost]
    I largely agree with you Robert. I actually thought gold will test $1360 before dropping to $1280. The fact that it almost got there and GDX refused to break out while DUST seems to hold above $19 shows me this is not sustainable. Furthermore COMEX kinda shows absence of both bulls and bears as compared to the last year, implying that both parties are not confident at this point and market is moving more on news like Ukraine. If that does not escalate (or barring any other crisis) gold should drop. Worst come to shove bulls manage to eek-out another push and encounter glass ceiling at $1390. DUST at $16-17 will be a steal then.
    Missed out on the last NUGT ride, hell if I'm missing this one. I'm keeping my core DUST shares at $21. Will add if gold breaks down below $1330 or if DUST starts approaching $16-17 area. Looks like a winning strategy either way.
    Robert, any thoughts about this whole ride in gold being a dead cat bounce? What are your thoughts for the gold going forward into 2014? Could this be a big-fix to completely destroy bulls? Do you think we will see gold at $1100 or $2000 going forward?

    Do you have any gold nuggets to share like NQ? Wish I'd held that since you told about it. Almost 100% since.
    Mar 3, 2014. 11:06 PM | Likes Like |Link to Comment
COMMENTS STATS
56 Comments
49 Likes