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Tadpoles_UK

Tadpoles_UK
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  • Cheap Gasoline Equals Strong Earnings For Murphy USA [View article]
    Ron - Sixty years, that's impressive. The company has only been a public corporation for sixty-five. I'm quite a bit behind you - first acquired MUR shares in 1991. (But, still happy with the results.)
    Really like the growth in MUSA since the spin-off in 2013, but sold my MUSA shares last week at just under $71. The high retail gasoline margins that have spurred the great quarterly results are gone for the foreseeable future, and I don't give RIN's any credit because they exist only at the whim of the EPA.
    The business plan is sound, and I expect a good long-term future for MUSA, but I'm guessing that I can buy back in later in the year at lower prices - lower %-wise than the amount I'm going to have to send to the IRS.

    Long MUR, no position in MUSA.
    Feb 18, 2015. 06:33 PM | Likes Like |Link to Comment
  • Murphy USA beats by $0.58, beats on revenue [View news story]
    Just like all the other Murphy-origin companies (MUR, DEL, BXS,) they will pay a dividend at the point when the IRS will allow it. They mentioned last year that if they paid a dividend soon after the spin-off, it would jeopardize the tax-free status of the transaction. I'm not familiar enough with tax law to know when that will be, but MUSA does.
    Just like cmsrlh... I have been long MUSA since the spin-off from MUR. The recent financials have been boosted by the large drop in underlying oil prices over the past nine months. This won't continue, and I'm planning to sell my shares after the market reacts to this quarter's results.
    Has been a great run for a good company, but I expect to sell soon and buy back later when fuel margins are squeezed by rising oil prices.
    Feb 5, 2015. 12:32 AM | Likes Like |Link to Comment
  • 30 Reasons I Like Geron [View article]
    Fair comment, MG103.
    Jan 30, 2015. 02:11 AM | Likes Like |Link to Comment
  • Nasdaq Dividend Achievers: Murphy Oil [View article]
    What you're saying is true about the majors and stand-alone production companies.
    I don't think I can time the oil market very well, so buying low is a relative term. Fortunately, MUR's balance sheet and payout ratio are such that the dividend looks safe, even with low crude prices.
    When (not if) crude prices recover, the E&P concerns will see the most benefit.

    Long MUR.
    Jan 29, 2015. 08:48 PM | Likes Like |Link to Comment
  • Nasdaq Dividend Achievers: Murphy Oil [View article]
    Thanx for the clarification, SD.
    Jan 29, 2015. 08:41 PM | Likes Like |Link to Comment
  • 30 Reasons I Like Geron [View article]
    Bloody typical - a new article comes out and everyone jumps on it. I'm as positive on GERN as the rest of you, but I wish there were a thread where everyone could resist the temptation to comment.
    Would love to follow the developments of Geron, but the overflow of comments makes it impossible, at least for me.
    I think I'll just sit on my shares and wait for a big bump.
    Jan 29, 2015. 12:42 AM | 1 Like Like |Link to Comment
  • Update: Bank Of The Ozarks' Stellar Earnings Growth Story [View article]
    The Gleason train keeps rolling on, and I'm glad that I'm on board.
    Many will look at the current P/E for the stock and say "It's priced above its peers." and will pass it by. And, they've passed it by every year for the past four, during which time it has grown by a factor of four.
    Companies that show both top and bottom-line growth year after year deserve a higher P/E. The best approach is to catch them in a downturn and buy.
    The planned takeover of Intervest means that the financials will continue to improve. Would have bought more recently if OZRK weren't already 14% of my portfolio.

    Long OZRK.
    Jan 19, 2015. 10:16 PM | Likes Like |Link to Comment
  • Gas stations the best way to play weak oil prices, some analysts say [View news story]
    Hammer - not sure about the cigarette sellers benefiting. Most of the smokers I know consider cigarettes a staple - they will buy their cigarettes no matter how tight money is.
    Looking forward to MUSA's 4th quarter results - could provide another bump in the share price, but maybe the last one for awhile.
    Jan 19, 2015. 02:18 AM | Likes Like |Link to Comment
  • Nasdaq Dividend Achievers: Murphy Oil [View article]
    It's not a bad article, but the title misses one key point. MUR is traded on NYSE.
    Jan 17, 2015. 02:11 AM | 2 Likes Like |Link to Comment
  • It's Time To Invest In Geron: Johnson & Johnson Thinks So [View article]
    I was glad that a new, high-quality article was written about Geron so we could start over on all the countless comments. Alas, within a short period of time the comments have already exceeded what I'm willing to keep track of. (Maybe it's just because I'm an old fart with bad eyes and set in my ways...)
    Love the stock and its prospects, but wish that peeps could hold their comments unless they have something material to add.

    Long GERN, and if there were an established market on the number of posts anticipated, I'd be long that, as well.
    Jan 13, 2015. 11:41 PM | 5 Likes Like |Link to Comment
  • Terra Nitrogen And The Nitrogenous Fertilizer Industry [View article]
    Hey, Jrad:
    Yes, my user name can be confusing. I used to live in the UK, but now reside in Arkansas. Thanx for the tip anyway.
    Even for US residents, the tax treatment of partnership distributions and unit cost basis can be a bit tricky. Fortunately, the guy that does my taxes has lots of practice. :)
    Jan 9, 2015. 03:52 PM | Likes Like |Link to Comment
  • Terra Nitrogen And The Nitrogenous Fertilizer Industry [View article]
    Bought a few shares during Dec. Didn't get in at the bottom, but average cost was just under $99.
    Encouraging run early in this new year.
    Good luck to all longs.
    Jan 7, 2015. 06:32 PM | 1 Like Like |Link to Comment
  • The Long Case For Bank Of The Ozarks [View article]
    bagchucker - As a long-time OZRK shareholder, I'm biased, but I'd recommend keeping the OZRK shares resulting from the planned merger.
    Personally, I plan to hold mine for as long as George Gleason is running the show.
    Dec 31, 2014. 06:03 PM | 1 Like Like |Link to Comment
  • The Long Case For Bank Of The Ozarks [View article]
    CFC -
    This isn't a bad analysis of the business environment for OZRK, but it completely ignores the biggest strength of the company - strong management.
    Spend some time looking at their financial performance over the past ten years compared to ANY other bank. You'll find it to be extraordinary, and that can only be attributed to the people that run the bank.
    Too many business schools like to pretend that people don't matter - that it's only the numbers that count. But, it's people that produce the numbers, and the real secret to a successful business is having the right folks. Mr Gleason is a great CEO and has surrounded himself with superior executives.

    Long OZRK.
    Dec 23, 2014. 07:30 PM | 2 Likes Like |Link to Comment
  • Wal-Mart's Boost From Lower Gas Prices Should Be Sold [View article]
    Not sure that Wal-Mart can make convenience stores work. Their system depends on large deliveries and low man-hours/square foot, and neither of those apply to convenience stores.
    There are good reasons why WMT has shifted toward Supercenters and away from smaller outlets. The Neighborhood Markets have been a disappointment. When it comes to Wal-Mart, smaller is not better.
    All that said, while I'm not high on WMT's future, I don't plan to short them any time soon.
    Dec 21, 2014. 09:46 PM | Likes Like |Link to Comment
COMMENTS STATS
597 Comments
554 Likes