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Investor612

Investor612
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  • The Real Reason Why Moats Matter - It May Surprise You [View article]
    As of 4/23 here's the performance of MOAT-Market Vectors Wide Moat ETF:
    MOAT has been around a couple years now. Here's its performance as of last night compared to the S&P500 ETF (SPY) and the Vanguard Total Market Index ETF (VTI)

    YTD:
    MOAT +4.04%
    SPY +1.89%
    VTI +1.95%

    1 year:
    MOAT +31.54%
    SPY +21.05%
    VTI +22.26%

    2 year:
    MOAT +46.48%
    SPY +37.53%
    VTI +38.78%

    IMO, that's pretty substantial/impressive outperformance for a multisector ETF.
    Apr 29 07:00 PM | 1 Like Like |Link to Comment
  • It's Time For Bill Gross To Retire [View article]
    Looks like an age bigots convention.

    Bill Gross is 69 years old.

    I'm amazed at all the "never was beens" calling him a "has been."

    Oh. Brett Favre. Led the Vikings to the NFL Championship game that was lost on a bad call after coming out of retirement. Maybe your memory is slipping?
    Mar 5 01:01 PM | 2 Likes Like |Link to Comment
  • It's Time For Bill Gross To Retire [View article]
    I find it ironic that just a couple weeks earlier Barrons, which is part of the WSJ family, published a glowing article about the manager of the Harvard Investment fund in which the subpar performance of the fund was blamed on the previous manager, Mohamed El-Erian. Now in this article he's the voice of reason and Gross the lunatic. Go figure.
    Feb 26 12:47 AM | 1 Like Like |Link to Comment
  • Here's Why Canadian Heavy Crude Oil Should Be On Your Portfolio [View article]
    Add Husky (OTCQB:HUSKF) to the list as well.
    Feb 4 11:42 PM | Likes Like |Link to Comment
  • Barron's Doubles Down On Approach Resources Despite Poor Well Results And Valuation [View article]
    Kind of odd, IMO

    Why is AREX being compared to Gastar? AREX is a Texas Permian E&P. Gastar is in Oklahoma, Pennsylvania, and West Virginia. That's truely apples and oranges.

    Why is AREX being compared to PXD? PXD has a markert cap of over 24 billion and operates in multiple parts of the country. AREX has a market cap of 750 million and is focused on the Permian.

    AREX should be evaluated next to other small and mid-sized Midland Basin permian E&P's. LPI, FANG,ATHL, and CPE are valid comparisons, real peers.

    I agree that AREX's acreage is inferior to all of those companies in quality, but it has much more acreage per million dollars of market cap. Assuming there are no new discoveries, the other 4 will drill better wells than AREX, but AREX has more drilling locations relative to their respective size:
    FANG has a market cap of 2.17 billion and 65,000 acres
    LPI has a market cap of 3.65 billion and 141,000 acres
    ATHL has a market cap of 2.56 billion and 102,000 acres
    CPE has a market cap of 250 million and 45,000 acres
    AREX has a market cap of 750 million and 152,000 acres

    AREX isn't my favorite among the smaller Midland Basin E&P's. I like CPE, LPI, and ATHL better. FANG looks to be overvalued and, IMO, has less potential than AREX.
    Dec 9 12:59 AM | 1 Like Like |Link to Comment
  • Eagle Ford Shale: Who's Got The Best Wells? [View article]
    I find it odd that Sanchez Energy's considerable acreage was deemed unworthy of being sdhown on the the "Eagle Ford Shale Operators-Eastern Volatile Oil Windows" map?
    Oct 10 04:47 PM | Likes Like |Link to Comment
  • Mississippian Proved Reserves Update: Osage Exploration [View article]
    Run a chart on OEDV and Austex since your article.

    OEDV up 1%. ATXDY down 41%.

    'nuff said.
    Sep 4 04:52 PM | Likes Like |Link to Comment
  • What Is The Most Dangerous Global Institution And Banks To Avoid (Revisited) [View article]
    If you look at the list of banks that haven't paid back the TARP loans it's not the mega finanical institutions like JPM, Citi, BOA, Bank of New York Mellon. It's the regionals and smaller banks.
    Sep 4 11:39 AM | 1 Like Like |Link to Comment
  • The 3 Most Dangerous Regions In The World [View article]
    LOL. Being called a propagandist by Strike who spreads the discredited and false white phosporous BS, among other falsehoods, is like being called genocidal by Hitler.
    Sep 3 02:49 PM | Likes Like |Link to Comment
  • The 3 Most Dangerous Regions In The World [View article]
    <<It is not the place for one-liner assertions back and forth on Israel.

    Nobody learns from these "showman" statements.>.

    You should have considered that before initiating back and forth with your own gratuitous one-liner assertion about Israel.
    Sep 3 12:25 AM | 1 Like Like |Link to Comment
  • The 3 Most Dangerous Regions In The World [View article]
    Anyone who looks at who's been attacking whom regarding Israel and its neighbors and thinks the problem is Israeli aggression invites speculation about anti-Semitism.
    Read Ayaan Hirsi Ali's biography and get an idea from someone who lived through it just how pervasively hating Jews(and Americans) is indoctrinated into children in Middle Eastern Islamic schools.
    Aug 30 01:01 PM | 3 Likes Like |Link to Comment
  • The 3 Most Dangerous Regions In The World [View article]
    How many of those UN nations are Islamic?

    How many of those UN nations are dependent on Middle East oil from Muslim nations?

    How many of those UN nations, especially regarding the preemptive capitulation of the Euros, are afraid of or trying to curry favor with their own growing Muslim populations?
    Aug 28 11:46 PM | 2 Likes Like |Link to Comment
  • Ron Baron Thinks Stocks Will Double In 10 Years [View article]
    No one has a clue where the market will be in 10 or 20 years. There are too many unforeseeable events that could take place that could drastically impact the economy and stock prices.
    Jul 1 10:31 AM | 3 Likes Like |Link to Comment
  • A New 8% Yielder Paying Every Month [View article]
    mayan,

    I'm sure where I got the figure. I got it at the same place you got your figure, yahoo finance.

    Debt to equity refers to long term debt compared to shareholder equity.

    If you click on "statistics" you'll get the figure.

    If you check LTS's balance sheet on yahoo finance you'll find LTS's long term debt is 197.979 million and shareholder equity is 51.221 million.

    Thus debt is 375% of equity.
    Jun 6 12:16 PM | Likes Like |Link to Comment
  • A New 8% Yielder Paying Every Month [View article]
    LTS's debt is 375% of equity.

    Danger, Will Robinson! Danger!
    Jun 3 12:50 PM | 1 Like Like |Link to Comment
COMMENTS STATS
107 Comments
96 Likes