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  • Morgan Stanley's 27 stocks to buy on the dip [View news story]
    I fully agree. I remember last fall when they said EOG had a price target of 131 when it was at 110. Well we all know how that turned out.
    Aug 28, 2015. 11:23 AM | 10 Likes Like |Link to Comment
  • Whiting Petroleum: Attractively Priced At $15 [View article]
    Are you saying that WLL needs oil to be in the range of 50 to 55 to be profitable??? When Iran and Iraq start flooding the market with their oil won't that keep a lid on prices??? Let me ask you a much "bigger question"??? Lets say for sake of argument that WTI averages around 45 for the next 12 to 18 months. Will WLL be able to service their debt or will they be in default??? I would love to buy a ton of it and retire on a plantation but so much of it is "out of their control" when it comes to making a profit. Hope you will reply. I don't like the answer of "they will be able to borrow more $$$$". That doesn't solve their problem it actually "compounds their problem".
    Aug 28, 2015. 08:58 AM | 2 Likes Like |Link to Comment
  • Continental Resources - Waiting For The Oil Catalyst [View article]
    Can CLR continue to service its debt at the current WTI prices????? That is the real question. I owned CLR for well over 7 years and saw it go from around 20 to over 75 only to see it return to the 30's. I sold out "luckily" at mid 60's. I would love to get back in but just how much "debt" do they have and "can they service it" at these price levels?????? You use to hear from good old Harold Hamm on CNBC but he has been mysteriously absent for quite some time. I wonder how many "Billions" he has lost in the last year?????
    Aug 28, 2015. 08:49 AM | Likes Like |Link to Comment
  • Bloomberg: Fidelity mulling dropping AmEx, BofA as rewards-card partners [View news story]
    Lets hope that Visa does not "over pay" for Visa Europe. I hear rumors of possibly 21 Billion which scares the heck out of me. That could stymie their growth for years. Europe is not exactly a "growth machine".
    Aug 27, 2015. 09:59 AM | Likes Like |Link to Comment
  • Jim Chanos Should Tell Carl Icahn To Short Cheniere Not Chevron [View article]
    WOW- after reading all the posts the first thing I think of is "You boys need to go over and sit in the corner and take a time out". I would love to own LNG but being a true garp investor just can't buy it here. Maybe down the road.
    Aug 25, 2015. 04:00 PM | Likes Like |Link to Comment
  • JMP: Palo Alto checks strong, selloff a buying opportunity [View news story]
    Well lets just for a minute look at this thing "completely rationally". Its priced at $155.01 and all the analyists (the so called experts) say it will earn next year in 2016 exactly $1.61 which still gives it a "WHOPPING PE OF 96 TIMES NEXT YEARS EARNINGS". I continue to be amazed at these analyists who say its a great buy now!!!!!!! Really????? Its nothing more than a "MO-MO stock".
    Aug 24, 2015. 05:07 PM | 1 Like Like |Link to Comment
  • Cheniere Energy appoints two Icahn directors to its board [View news story]
    Carl is the man- no doubt about it.
    Aug 24, 2015. 10:13 AM | 1 Like Like |Link to Comment
  • Visa weighs heavy on the Dow [View news story]
    Absolutely. You don't get many opportunities. Need to take advantage of it for "true long term investors".
    Aug 24, 2015. 08:55 AM | 2 Likes Like |Link to Comment
  • Cheniere Energy: Time To Buy The Drop [View article]
    I love the idea that Carl Icahn is willing to put in 1.3 billion dollars. That is one heck of a committment. But what I "hate" is the lack of good research available to the public. I called their IR people and as usual they are very unfriendly and would not release any research reports other than whats on their website. Its just a shame that the investing public many times is in the dark on these ideas. I don't have an account with the analyists that follow the company and hence am shut out from getting their research. I would imagine like many others as well. It is hard to understand how a company that has lost money for 20 years can run from $7 a share to over $60 a share. If you think about it it really doesn't make any sense.
    Aug 23, 2015. 09:39 AM | Likes Like |Link to Comment
  • Why Visa Remains My Top Holding [View article]
    Hi Bahamas1; Just for the record you are one of my favorites on this site. I must admit to you that I have not read MBLY's transcripts or listened to their calls. I did send an email to their IR Mgr in Israel and got a nice reply but he would not send me any research. I must admit after reading Suhails very long and tedius report I did get scared out of the stock. I had just taken the 350 share postion and got out just by dumb luck after reading his story the very next morning. So I owned it for a total of about 18 hours and lost a buck a share. Got out right at 8:30 at the very open before it really went south. Even if you don't like Suhail the story did really concern me so as I stated at the time; "better to be safe than sorry". You really can't compare Visa to MBLY. Just not a fair comparison. One is a really strong world class company and the other is just a fledgling upstart.
    Aug 22, 2015. 04:22 PM | Likes Like |Link to Comment
  • Cheniere Energy: Time To Buy The Drop [View article]
    Let me just say that after Carl Icahn bought 1.3 billion of the stock the very next day I bought my position too. Slightly less than Carl --Ha. I listen everyday to the Squawk Box people and yesterday (friday) they had on the big bad bear Jim Chanos. Now he painted a very bearish picture for LNG and nat gas in general. He gave all his reasons why and it seemed to make sense. So I guess we'll just have to hold our positions for the next 5 to 10 years and find out who's really right. I just wish I had known about this story just 4 short years ago when you could have got in at $7.00 a share!!!!!!!
    Aug 22, 2015. 09:32 AM | 4 Likes Like |Link to Comment
  • Omeros: This Small-Cap Biotech Stock Makes The Grade [View article]
    I know that Bret has well over 20,000 followers so let me please ask this question. Does anyone know of all the biotechs out there which company in particular has the deepest pipeline with many blockbuster drugs and many more to come???? I know thats a really difficult question but thought I would give it a try.
    Aug 21, 2015. 10:03 AM | Likes Like |Link to Comment
  • Palo Alto Networks: Taking Advantage Of The Cybersecurity Explosion [View article]
    Being an old fashioned "garp" investor if you take a $160 stock price against earnings "next year" of $1.61 you get a "forward PE of 99 times" next years earnings. Pretty crazy in my opinion. This is a great example of what happened back in 2000 when everybody was "Ga-Ga" in the tech sector. I remember when JDSU for well over $130 per share and eventually went to $5.00 a share. Back then everybody and their brothers cousin had to "own it" because it was going much higher. Well we all know how that turned out don't we???
    Aug 20, 2015. 06:05 PM | Likes Like |Link to Comment
  • Mobileye: A Very Compelling Short Thesis [View article]
    Mr Suhail does not reply to private messages so Iam no longer going to follow him. I don't follow writers that refuse to answer questions. Makes me suspicious of them. Especially when they are in the Cayman Islands.
    Aug 20, 2015. 05:55 PM | 1 Like Like |Link to Comment
  • Visa closer to striking deal for European cousin [View news story]
    Well at 21 billion thats about 6 billion too much. Iam going to have to "reevaluate" after that. That could stymie the stock price for years. The Europeans are NOT like the americans. They do not spend like drunken sailors like the americans do.
    Aug 20, 2015. 05:44 PM | 1 Like Like |Link to Comment