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  • CARBO Ceramics Primed For A Short Squeeze [View article]
    Think I have this right, CRR came out of one index, and into a lower index, the smallcap 600, so likely somewhat of a wash on overall volume. Someone correct me if I am wrong, please.

    I added some more shares yesterday on the $1.50 decline (2/18), around $40.
    Feb 19, 2015. 08:37 AM | Likes Like |Link to Comment
  • Why ConocoPhillips Could Be The Next To Exit Canadian Shale [View article]
    'This could be another step by management to secure the dividend.'

    .......or it could be a move to free up cash to use in acquisition of other more promissing oil assets here in the states........or any other acquisition, for that matter.
    Feb 18, 2015. 09:39 AM | Likes Like |Link to Comment
  • CARBO Ceramics Primed For A Short Squeeze [View article]
    I agree with the author, and am long CRR in this current price range............bought it at $34 a few weeks ago.
    Feb 13, 2015. 10:38 AM | 1 Like Like |Link to Comment
  • Hold Your Nose And Start Buying Royalty Trusts [View article]
    I also use, and like him alot. Currently, he has buys on DMLP and SJT, but has also included 7 others into a fund of 9 rt's that he regularly reports on in his weekly comments. The 7 others are, CRT, HGT, PBT, SBR, FRHLF, MTR, NDO. From his last comments, he has found that his highest 3 rated 'highest mcdep ratio' selections, have averaged a return 6% a year over the past 2 years, while the lowest 3 mcdep ratio selections have averaged a 28% return, over the same period. For a discusision of how he calculates his mcdep ratio, see his site. This suggests that buying selections while they have lower mcdep ratios, and selling them, as their mcdep goes up, may be a viable trading technique. No doubt, the recent decline in oil price changes everything, but regardless, mcdep does give one a relevant tool to use, and, over time, the guy has been quite successful.
    Nov 30, 2014. 11:23 AM | 1 Like Like |Link to Comment
  • CARBO Ceramics: Difficult Outlook For Ceramic Proppant Margins [View article]
    Frac sand has special characteristics that make it usable for this purpose, and not all sand can be used successfully as frac sand. I know enough to know that there are only a few locations that are being used as sources currently, so my question becomes, what is the supply situation for frac sand? Is there enough for long term production from these locations in N. Illinois/Wisc. and that general area?
    Sep 25, 2014. 07:29 AM | Likes Like |Link to Comment
  • Could Corn Go To Zero: Grains And The Myth Of The Potato Market [View article]
    ' Railcars that usually carry grains are working overtime -- carrying higher-value cargo, crude oil, from the Bakken region and Canada.'

    While it may be true that 'rail-space' may create some challenges, surely the author realizes that rail cars that carry crude oil, do not carry corn. While both are tank cars, each is designed for their specific commodity, and their use is not transferable to the other commodity.
    Sep 25, 2014. 07:20 AM | Likes Like |Link to Comment
  • Ford: This Is Why The Stock Is At $16.53 [View article]
    Agreed, completely. Lots of articles on SA with lots of hype, and also lots of negative articles with authors obviously short selected stocks, and not enough articles with facts to back up opinions.
    Sep 19, 2014. 09:32 AM | 6 Likes Like |Link to Comment
  • Is Johnson Controls Back On The Right Track? [View article]
    I own JCI, and am also positive on the stock, but moving more of the overall revenue stream into China is a concern to me. For the last several years, China's momentum seems to be slowing. What do others see that I don't? Is doing more business in China really a good thing in the long term?
    Sep 17, 2014. 06:01 PM | 1 Like Like |Link to Comment
  • Johnson Controls Is A Good Long-Term Investment Candidate [View article]
    I own JCI, and have owned it off and on for years, but there is nothing new here in the way of analysis that would entice me to add to that position. Growing their China business may not be a plus in the long term, and car interiors are not exactly a high tech business. Batteries and higher tech batteries are good, IMHO, and building business is also good, IMHO. I can get all the information in this 'analysis' (and more), just by reading the Profile in Yahoo Finance Portfolios. This is not stock analysis. It is only a biased opinion.
    Aug 31, 2014. 08:48 AM | Likes Like |Link to Comment
  • Halcon Resources: The Future Remains Questionable And Unclear [View article]
    'Halcon Resources: The Future Remains Questionable And Unclear'

    Where can you find certainty in energy exploration, and especially so in small companies? The author clearly has a negative bias. I am long HK.
    Aug 23, 2014. 08:38 AM | 4 Likes Like |Link to Comment
  • Valuing Modine Manufacturing's Turnaround [View article]
    'Modine's research and development return has been atrocious.......... '

    No where do I see any mention of the contribution MOD has made to Tesla's emergence as the premier new kid on the automobile block, with it's heat exchange battery cooler, used on the model S. Was the author even aware of this product, and the way it is used? If so, he sure didn't mention it. Perhaps the conclusion doesn't match the facts, it sure seems so to me.
    Aug 16, 2014. 08:47 PM | Likes Like |Link to Comment
  • Manitowoc Company: Investment Or Trade? [View article]
    MTW has done well when the market has gone up, and poorly when the market has gone down. Why is this not just a rising tide raises all boats? And vice versa? What is it about MTW that allow will it to do well in a falling market, should that happen?
    Aug 5, 2014. 08:58 AM | 1 Like Like |Link to Comment
  • Executive turnover continues at Layne Christensen [View news story]
    Wish I knew someone employed at Layne, that might have some information on what actually is going on within the company. This used to be one of my favorite holdings, but no longer. They obviously have some serious problems, and must show me something significant in the way of progress before I can buy the stock again.
    Jul 22, 2014. 08:49 AM | Likes Like |Link to Comment
  • What To Expect From eBay On Wednesday [View article]
    No mention anywhere of the Google search Panda 4.0 update, that has hurt Google search results, with independent tech boards saying various declines of 50-80% are not uncommon. Just Google Panda 4.0 and eBay, and read the tech board articles. Don't have to listen to me. We have sold on ebay for many years, and it has always had it's ups and downs, but for sure, sales are sure down right now, and the Panda 4.0 update from Google is the likely cause, IMHO.
    Jul 16, 2014. 09:48 AM | 2 Likes Like |Link to Comment
  • Can You Look Beyond eBay's Near-Term Challenges? [View article]
    As a long time eBay investor and seller, I can add that the company has always had great 'Long Term Growth Potential', to use the authors terminology. But, Long Term Growth Potential does not pay the bills, and in the end it comes down to what have you done for me it always does. Today's earnings report will be interesting to dissect in terms of how much the Google search Panda 4.0 update, affected eps and revenue. And further, perhaps some real answer as to how the company plans to address that issue.
    Jul 16, 2014. 09:40 AM | Likes Like |Link to Comment