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Tadpoles_UK

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  • Geron +20% AH after two positive imetelstat drug studies [View news story]
    Patience with GERN seems to be paying off.
    Sep 2, 2015. 07:16 PM | 8 Likes Like |Link to Comment
  • The Sky Was Falling Into The Hands Of Astute Dividend Growth Investors: Did You Catch Any? [View article]
    I have been holding about 20% cash since June. When I saw AAPL in the 90's the other morning, I had to have some of that. Increased my holdings in Apple by 25% at a cost of $97.
    Also picked up EPD in the $26's, and TNH at ~$100.
    Nice article.
    Aug 29, 2015. 11:59 PM | Likes Like |Link to Comment
  • Murphy USA, Inc. - A Resilient Business [View article]
    Sold my MUSA Oct15$55 puts yesterday. They are thinly traded and suffer from wide bid/ask spreads, but still nearly tripled in value since the spring.

    Have noticed one disturbing trend with Murphy USA: They are starting to behave like one of the majors. They have a new station opening next week very near to me, and I have been watching the construction progress. Where the company was once nimble, simple, and efficient in building new sites, this most recent example was the opposite of that. In addition, the design of the site is much more elaborate than stations that they have built previously. I am not privy to their construction costs, but have to conclude that their capital cost per site has gone up to unacceptable levels.
    No current position in MUSA.
    Aug 27, 2015. 12:06 PM | Likes Like |Link to Comment
  • The Right Way To Buy The Dip In Biotech [View article]
    Mr Jensen:
    Must be nice to be proven right yet again about a correction.
    Have been holding a fair amount of cash for about six weeks, and I am chomping at the bit to spend it at these prices. I have to admit that when I saw AAPL at less than $100 this morning, I had to have some of that.. bought in at about $97.
    Hanging onto the rest of my dry powder, but feel like a kid in a discount toy store. Something tells me that the market hasn't found a bottom yet, so I will sit on my hands. (My wife was laughing at me this morning when I was describing some of the bargains available. She doesn't dabble in the market at all, but she is my sounding board and enjoys talking about it. And, who am I to complain, she got me into OZRK at split-adjusted single digits.)
    Just keep doing what you do, sir.
    Aug 25, 2015. 02:30 AM | 1 Like Like |Link to Comment
  • Top Alpha Banking Stocks - Bank Of The Ozarks [View article]
    Sorry about the mix-up, Ms Bryant.
    Celan was unfamiliar to me, but I won't make that mistake again.
    Aug 12, 2015. 02:40 PM | Likes Like |Link to Comment
  • Top Alpha Banking Stocks - Bank Of The Ozarks [View article]
    OZRK is one of my favorite long-term investments.
    If you have thirteen better ones, I will have to see to believe.
    Mr Bryant - just started following you so I can see the rest of your list.
    Thanx.
    Aug 11, 2015. 07:39 PM | Likes Like |Link to Comment
  • Drilling For Low-Risk Reward With Awilco [View article]
    Sorry, I got the name of the oil company wrong. Insert Hess wherever I typed BP. My bad.
    Aug 9, 2015. 08:49 PM | Likes Like |Link to Comment
  • Will Investors Notice The Declining Cash Flow At Enterprise Products Partners? [View article]
    If the author waits for a 7% yield, I don't think he will ever be an EPD unit holder.
    This period reminds me of the last time Mr Duncan bought a large block of units, in 2009 at a split-adjusted $9. Being a bit of a copy-cat, I did the same. He is gone now, but this looks to be a similar opportunity.
    Distributions will continue to grow, oil and gas prices will recover, and EPD's business will advance. I'm not good at guessing when things will happen, so buying at current reduced levels is good enough for me.
    Aug 9, 2015. 10:18 AM | 4 Likes Like |Link to Comment
  • Gilead's Stock Price, Harvoni Pricing, And The Threat Of Merck- A Physician's Perspective [View article]
    AZ Inv - thanx for the article.
    Dothemath has a good point with regard to valuation comparisons against other large pharmas. On the other hand, the ones with large capital asset bases must keep plowing cash back into them every year to keep them producing, so the net effect on free cash flow is not as pronounced as given in the example.
    Like you, I also own some Jan'16 $110 calls that have shown good appreciation. Still holding mine.

    Long GILD.
    Aug 4, 2015. 09:45 AM | 3 Likes Like |Link to Comment
  • On Unicorns And Market Bubbles [View article]
    I agree with your sentiment, much the same as a year ago.
    Sitting at 17% cash at the moment, and having trouble letting go of any other equities to convert to cash. Many of my very-long-term holdings are at such low cost bases, that I would rather ride the rollercoaster with them than pay the IRS and the state of Arkansas (bloody 7%!)
    Then there is GILD....
    Aug 3, 2015. 02:16 PM | Likes Like |Link to Comment
  • On Unicorns And Market Bubbles [View article]
    But thanx for the RICK recommendation, Mr Jensen. Made about 13% before selling, and I really enjoyed performing due diligence on a trip to New Orleans last year.
    Aug 3, 2015. 02:09 PM | 1 Like Like |Link to Comment
  • Drilling For Low-Risk Reward With Awilco [View article]
    stvrob_63 - of course he is, but that doesn't mean that he's wrong.
    Hess was on the hook for the full day rate until Dec 1, but the work finished early. By releasing the rig early, BP allowed it to be sent to dry-dock, and Awilco gets a big savings in operating costs. They reached an agreement to share the cost savings, which means that BP is paying a lower rate for the rest of the contract. It helps both parties.
    Aug 3, 2015. 02:00 PM | Likes Like |Link to Comment
  • Murphy Oil - Why A Recovery Cannot Be Ruled Out [View article]
    Scott - I am in much the same boat as you, mate.
    Since Murphy sold/spun the downstream businesses, their results are a lot more sensitive to crude oil price.
    If oil and gas prices go up, so will MUR.
    Jul 28, 2015. 09:49 AM | Likes Like |Link to Comment
  • Drilling For Low-Risk Reward With Awilco [View article]
    Mr Henshaw - the Hess contract is still active until the end of the year. There was an option for Amerada to extend the contract at current day rates, but that option was declined.
    Jul 22, 2015. 01:51 PM | 2 Likes Like |Link to Comment
  • Drilling For Low-Risk Reward With Awilco [View article]
    Thanx for the article.
    One factor that helps mitigate the currency risk is that Awilco's contracts are $US-based. Revenues and dividends denominated in $'s lessens currency effects for US investors.
    I agree with your conclusion that Awilco is undervalued, but can easily envision the share price taking another hit if/when the company announces that they are going to idle a rig because of no work prospects next year.
    Jul 21, 2015. 04:42 PM | 3 Likes Like |Link to Comment
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