tonyinbrazil's Comments tonyinbrazil's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/188356/comments Why I'm Adding to Excel Maritime, Atwood Oceanic and James River Coal http://seekingalpha.com/article/141539-why-i-m-adding-to-excel-maritime-atwood-oceanic-and-james-river-coal?source=feed#comment-533295 533295
Figured with the world population growing (and eating more), the low p/e relative to competitors, minimal debt, planting season here and the stock beaten down mercilessly over the past few quarters, this seemed like a pretty solid buy and hold play.

So far, the stock's been holding the 50s. Let's see if she breaks through the 59 resistence.]]>
Fri, 05 Jun 2009 09:27:19 -0400
Figured with the world population growing (and eating more), the low p/e relative to competitors, minimal debt, planting season here and the stock beaten down mercilessly over the past few quarters, this seemed like a pretty solid buy and hold play.

So far, the stock's been holding the 50s. Let's see if she breaks through the 59 resistence.]]>
Cramer's Lightning Round - Don't Be Fooled by DryShips (2/12/09) http://seekingalpha.com/article/119614-cramer-s-lightning-round-don-t-be-fooled-by-dryships-2-12-09?source=feed#comment-386826 386826
DryShips (DRYS): “You got it…I feel very strongly this is going to be a winner. I see the Baltic dry index has bottomed…China is coming back.”

Now it's at $5 and he's bearish.

Should you be taking this guy seriously anymore???

I think not.]]>
Fri, 13 Feb 2009 07:59:48 -0500
DryShips (DRYS): “You got it…I feel very strongly this is going to be a winner. I see the Baltic dry index has bottomed…China is coming back.”

Now it's at $5 and he's bearish.

Should you be taking this guy seriously anymore???

I think not.]]>
Chesapeake Energy Pre-Call Notes: Another Quarter, Another Beat http://seekingalpha.com/article/88517-chesapeake-energy-pre-call-notes-another-quarter-another-beat?source=feed#comment-219889 219889
What more do you need to know???

Shorting CHK is madness.

Holding makes damn good sense.

Buying (especially at these prices) is as close to a sure thing as anyone's going to get in this world.]]>
Fri, 01 Aug 2008 05:15:36 -0400
What more do you need to know???

Shorting CHK is madness.

Holding makes damn good sense.

Buying (especially at these prices) is as close to a sure thing as anyone's going to get in this world.]]>
Loss of Clarity on Chesapeake's Peak http://seekingalpha.com/article/86047-loss-of-clarity-on-chesapeake-s-peak?source=feed#comment-211036 211036
Look... there's just no way CEO McClendon is buying up shares in the open market on a whim and a prayer. This guy is pretty much universally considered one of the best CEOs in the country. He knows what he's doing.

Hence... all the recent capitalization activity (partnering up and selling off) along with McClendon's buying up large quantities of shares should tell you the Haynesville find is going to be HUGE.

Natural gas is a winner and CHK is atop the heap.

Patience on the part of longs is in order here; shorts are fully justified in any nervousness they should be feeling.

JMHO]]>
Mon, 21 Jul 2008 18:15:49 -0400
Look... there's just no way CEO McClendon is buying up shares in the open market on a whim and a prayer. This guy is pretty much universally considered one of the best CEOs in the country. He knows what he's doing.

Hence... all the recent capitalization activity (partnering up and selling off) along with McClendon's buying up large quantities of shares should tell you the Haynesville find is going to be HUGE.

Natural gas is a winner and CHK is atop the heap.

Patience on the part of longs is in order here; shorts are fully justified in any nervousness they should be feeling.

JMHO]]>
Cleantech "Power 10" Ranking (Vol. I) http://seekingalpha.com/article/75512-cleantech-power-10-ranking-vol-i?source=feed#comment-161672 161672
Advice: Look elsewhere until FSLR's p/e gets in the realm of relative realism.]]>
Sun, 04 May 2008 17:33:17 -0400
Advice: Look elsewhere until FSLR's p/e gets in the realm of relative realism.]]>