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Tadpoles_UK

Tadpoles_UK
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  • Murphy Oil - Why A Recovery Cannot Be Ruled Out [View article]
    Historically, Murphy Oil has always carried a strong balance sheet, and does today. Your article seems to imply that the debt-to-equity of 0.47 in 3Q14 was excessive. It wasn't.
    I think the moves we're seeing aren't aimed solely at improving the balance sheet. It looks like they are monetizing old assets and stockpiling capital for later investment in new growth opportunities.
    Will be interesting to see if MUR raises the dividend in August.

    Long MUR.
    May 15, 2015. 11:32 AM | 1 Like Like |Link to Comment
  • Is Bank Of The Ozarks Really Scaling Up? [View article]
    PF:
    OZRK is one of my favorite investments, so I read your article with interest.
    On your first graph showing reductions in non-interest income, it is worth noting that in the early years, the bank took over some failing operations with government cooperation. These transactions were like bird nests on the ground and have not been repeated recently.
    Check the right-hand scale on your last graph. It appears to be off by an order of magnitude. If the bank really had $4 billion in assets per employee, then it would only have two employees.
    I think you meant to say "peeking" into the financial statements rather than "peaking."
    Apart from a couple of minor errors, I found the article useful.
    May 9, 2015. 11:40 AM | 1 Like Like |Link to Comment
  • If This Is A True Sell-Off In Biotech... [View article]
    Sector movements will do what they do, but for me it's all about individual companies and their prospects.
    GILD, GERN, AGEN are all winners as far as I'm concerned.
    Apr 29, 2015. 01:36 AM | Likes Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    Mr Jensen - have held a full position in GILD for a little over a year, made good money on Feb '15 $105 calls last fall, and patiently waiting for my Jan '16 $110 calls to pay off in a big way.
    Won't buy anything more, but am encouraged by this article.
    Just keep doing what you do.
    Apr 16, 2015. 01:31 AM | Likes Like |Link to Comment
  • Greenbrier Crushes Expectations, Stock Set To Move Higher [View article]
    I agree - pipelines are the best answer for transporting oil for both cost and environmental reasons.
    The Greens won't ever go along with it, because a pipeline spill is spectacular news, whereas 1000 rail incidents go largely unnoticed.
    Apr 9, 2015. 06:48 PM | 1 Like Like |Link to Comment
  • How I Lowered My Cost Basis On A Recent Enterprise Products Partners, LP Purchase [View article]
    If it's a small holding, that works, spooker.
    But the IRS will get you if the "unrelated business taxable income" from an MLP exceeds a threshold amount.
    (Don't ask me any details because I don't know much more than I just typed.)
    It's worth finding out about, though.
    Mar 30, 2015. 01:49 PM | 2 Likes Like |Link to Comment
  • How I Lowered My Cost Basis On A Recent Enterprise Products Partners, LP Purchase [View article]
    Rudester - if I did my own taxes, I would probably feel the same.
    The CPA that does do my taxes doesn't charge very much and understands the issues way better than I ever could.
    I've never sold any EPD units, but have other MLP's.
    Mar 30, 2015. 01:44 PM | 1 Like Like |Link to Comment
  • How I Lowered My Cost Basis On A Recent Enterprise Products Partners, LP Purchase [View article]
    I sell covered calls on several of the equities in my portfolio (not EPD), but never on shares that I've owned for less than nine months. If the shares get called away and I owe the IRS, I want it to be at long-term rates.
    Mar 30, 2015. 01:36 PM | 1 Like Like |Link to Comment
  • Some Questions For Dr. Scarlett, CEO Of Geron [View article]
    CEO's of large companies are selected partly (and sometimes mainly) on their ability to sell their company to the investment community.
    Gern is a very small operation where the CEO is a physician. He's not ready to answer everyone's questions.
    I hope he's focused on using science to further society and the company. If he does that, I think we can forgive his reticence.
    Mar 23, 2015. 01:34 AM | 2 Likes Like |Link to Comment
  • Some Questions For Dr. Scarlett, CEO Of Geron [View article]
    More GERN shares for me. My $2 Mar calls auto-exercised yesterday.
    Increased my holdings by 17%.
    Lucky timing, certainly not skill.
    Mar 21, 2015. 05:56 PM | 2 Likes Like |Link to Comment
  • Some Questions For Dr. Scarlett, CEO Of Geron [View article]
    Anyone in his position has to be careful with whom he communicates and what he says.
    Remember the joker at Whole Foods that was posting messages on Yahoo under a made up name? He was slamming Wild Oats at the same time that Whole Foods was trying to buy them up. He didn't get the boot, but he got so much grief from the FTC.
    Mar 21, 2015. 05:50 PM | Likes Like |Link to Comment
  • Finding Small Cap Gems Within Biotech [View article]
    It's not huge, but I bought a position on your original recommendation and am happy with it so far.
    Keep typing, Mr Jensen.
    Mar 20, 2015. 01:37 AM | Likes Like |Link to Comment
  • Gilead Sciences: An Analysis Using Warren Buffett's Owner-Earnings Equation [View article]
    Fair comment, Doyle.
    I'm a few years younger than your referenced group, but every year, I shift money out of my brokerage account into more stable investments. By the time I'm 70, my stock holdings will be a fraction of what they are today.
    Mar 17, 2015. 11:16 AM | 2 Likes Like |Link to Comment
  • Bank Of America: The Best Bank To Buy For The Next 5 Years? [View article]
    frog - you're right that the B warrants offer a better 'home run' investment if things go well with BAC in the future.
    In my case, I think the A version will give me a decent return with less chance of incurring a loss.
    I'm already retired, so I'm probably a bit more careful than you.
    In any event, I hope they both do very well.
    Mar 15, 2015. 11:45 PM | Likes Like |Link to Comment
  • Bank Of America: The Best Bank To Buy For The Next 5 Years? [View article]
    The investment I feel good about right now is BAC-WTA.
    The Tarp Warrants are a bargain, and they have the advantage of rewarding the owner with every dividend paid between now and expiration.
    Bought some last year at $7, and bought more at $5.60 not too long ago.
    Mar 10, 2015. 01:21 AM | 1 Like Like |Link to Comment
COMMENTS STATS
615 Comments
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