Lee 99's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/243559/comments http://seekingalpha.com/article/178260-will-exxon-xto-deal-kick-off-an-energy-merger-chain-reaction?source=feed#comment-806857 806857 Tue, 15 Dec 2009 12:46:28 -0500 http://seekingalpha.com/article/153802-nine-of-ten-sectors-overbought?source=feed#comment-617362 617362 I tend to agree with his statement. Just watch your stop limits, and if you don't have them, get them. ]]> Wed, 05 Aug 2009 23:10:02 -0400 I tend to agree with his statement. Just watch your stop limits, and if you don't have them, get them. ]]> http://seekingalpha.com/article/136397-schizophrenic-market-rally-bear-attacks-and-inflation?source=feed#comment-496301 496301 ]]> Fri, 08 May 2009 22:35:03 -0400 ]]> http://seekingalpha.com/article/134525-gm-debt-recovery-paints-a-scary-picture-for-private-investors?source=feed#comment-485155 485155 Fri, 01 May 2009 07:18:38 -0400 http://seekingalpha.com/article/125977-penn-west-energy-too-good-to-be-true?source=feed#comment-426315 426315 The 28% yield is due primarily to the drop in share price from the mid thirties a year ago to single digits today.
Yea, what's the problem??? Too good to be true it is.]]> Sun, 15 Mar 2009 09:55:26 -0400 The 28% yield is due primarily to the drop in share price from the mid thirties a year ago to single digits today.
Yea, what's the problem??? Too good to be true it is.]]> http://seekingalpha.com/article/113846-super-tankers-and-super-volatile-oil-prices?source=feed#comment-351346 351346 The tanker industry is, can be and has been quite perplexing over the last decade. The best predictor, for some obscure reason, on stock price is the price of crude. That doesn't look good for FRO, but their management is very creative in times like this. I would not short at these levels.
It would be interesting to know what rates the tankers were getting for storage. Has to be less than transport w/ no bunkers or crews to pay for.

]]> Fri, 09 Jan 2009 20:08:13 -0500 The tanker industry is, can be and has been quite perplexing over the last decade. The best predictor, for some obscure reason, on stock price is the price of crude. That doesn't look good for FRO, but their management is very creative in times like this. I would not short at these levels.
It would be interesting to know what rates the tankers were getting for storage. Has to be less than transport w/ no bunkers or crews to pay for.

]]> http://seekingalpha.com/article/110460-seven-oil-tanker-stocks-that-may-get-beaten-up-by-opec?source=feed#comment-327151 327151 Fri, 12 Dec 2008 08:46:25 -0500 http://seekingalpha.com/article/108778-oil-a-slippery-slope-ahead?source=feed#comment-319402 319402 Tue, 02 Dec 2008 22:20:40 -0500 http://seekingalpha.com/article/108693-citigroup-forecasts-high-distribution-cuts-by-canadian-royalty-trusts?source=feed#comment-318657 318657 Re most analysts opinions, it looks like one, it smells like one and I am glad I did not step in it.]]> Tue, 02 Dec 2008 07:11:07 -0500 Re most analysts opinions, it looks like one, it smells like one and I am glad I did not step in it.]]> http://seekingalpha.com/article/108446-frontline-s-earnings-do-not-paint-a-clear-picture?source=feed#comment-318237 318237 New Build cancellations will also play in here to support viable rates.]]> Mon, 01 Dec 2008 12:51:08 -0500 New Build cancellations will also play in here to support viable rates.]]> http://seekingalpha.com/article/108349-tanker-stocks-frontline-slashes-dividend?source=feed#comment-316673 316673 Mr Fredrickson knows cash is king. We'll be better off for it later.
SFL increased their div by 2c. Now over 20%.
SDRLF not paying for a while.
GDOCF ??]]> Fri, 28 Nov 2008 10:24:19 -0500 Mr Fredrickson knows cash is king. We'll be better off for it later.
SFL increased their div by 2c. Now over 20%.
SDRLF not paying for a while.
GDOCF ??]]> http://seekingalpha.com/article/105024-don-t-let-bulk-shippers-sink-your-portfolio-for-now?source=feed#comment-301659 301659 ]]> Mon, 10 Nov 2008 07:50:21 -0500 ]]> http://seekingalpha.com/article/104856-general-motors-beginning-the-endgame?source=feed#comment-300841 300841 The fed ex commercial with the guy wanting to ship something and the admin trying to tell him how to do it, until he says, quite condenscendingly, "I have an MBA" to which she replies, "Oh, well then let me show you how to do it", says it all.

The guy who wants US auto cos to import the 'womanish' (is that a word?) Fiats probably has an MBA.

]]> Sat, 08 Nov 2008 15:48:35 -0500 The fed ex commercial with the guy wanting to ship something and the admin trying to tell him how to do it, until he says, quite condenscendingly, "I have an MBA" to which she replies, "Oh, well then let me show you how to do it", says it all.

The guy who wants US auto cos to import the 'womanish' (is that a word?) Fiats probably has an MBA.

]]> http://seekingalpha.com/article/103738-driven-to-bankruptcy?source=feed#comment-297841 297841 More critical to overall well being of country to provide some backing and prevent BK. Worked really well for chrysler in the 80's.]]> Tue, 04 Nov 2008 07:01:29 -0500 More critical to overall well being of country to provide some backing and prevent BK. Worked really well for chrysler in the 80's.]]> http://seekingalpha.com/article/102551-valero-energy-s-insane-valuation?source=feed#comment-293240 293240
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]]> http://seekingalpha.com/article/96064-ship-finance-record-breaking-transaction-is-impressive-in-today-s-market?source=feed#comment-257757 257757 Thu, 18 Sep 2008 07:36:43 -0400 http://seekingalpha.com/article/93337-obama-s-green-promise?source=feed#comment-247463 247463 Did I mention term limits for government offices? It will never happen unless the voters make it happen. Vote out the incumbents. ]]> Sun, 07 Sep 2008 11:40:53 -0400 Did I mention term limits for government offices? It will never happen unless the voters make it happen. Vote out the incumbents. ]]> http://seekingalpha.com/article/91964-wall-street-breakfast-must-know-news?source=feed#comment-235554 235554 Thu, 21 Aug 2008 09:52:53 -0400 http://seekingalpha.com/article/89922-shipping-stocks-i-d-wait-to-buy-frontline-and-overseas?source=feed#comment-230740 230740 FRO will hitting 40 may not be that good a bet as it has a lot of visibility these days as opposed to 4 yrs ago.
I've been long FRO for about 5 yrs and have been amply rewarded. other JF cos like Seadrill, golden ocean and ship finanace are also based on the high div model and have been behaving similarly.
the PE was low for quite some time, but the stock was paying out high teen bucks per year w/ the spinoffs. Analysts were really down on it, like the Citi guy. I don't think he ever got it right. Still hasn't.
JF is looking to do a 5:1 split some time in the future increasing shares held by co from 125 mil to 625. Not sure what the motive is, but it should be interesting. Currently 74 mil in circulation w/ JF owning 34 mil or so.
Time to stop rambling. They say don't fall in love with a stock, but this one is hard not to.
]]> Thu, 14 Aug 2008 20:50:44 -0400 FRO will hitting 40 may not be that good a bet as it has a lot of visibility these days as opposed to 4 yrs ago.
I've been long FRO for about 5 yrs and have been amply rewarded. other JF cos like Seadrill, golden ocean and ship finanace are also based on the high div model and have been behaving similarly.
the PE was low for quite some time, but the stock was paying out high teen bucks per year w/ the spinoffs. Analysts were really down on it, like the Citi guy. I don't think he ever got it right. Still hasn't.
JF is looking to do a 5:1 split some time in the future increasing shares held by co from 125 mil to 625. Not sure what the motive is, but it should be interesting. Currently 74 mil in circulation w/ JF owning 34 mil or so.
Time to stop rambling. They say don't fall in love with a stock, but this one is hard not to.
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