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Mercy Jimenez

Mercy Jimenez
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  • Stability Of The European Union June 2, 2014 To December 31, 2014 [View instapost]
    Sorry to hear that FPA. It appears that when SA fixes one bug it often creates a new one.
    mj
    May 27, 2015. 02:30 PM | 1 Like Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    That was absolutely amazing, Ungawah. Being called a "bird brain" isn't perhaps the insult folks think it is. :-)) Maya your poetic observations were also wonderful.
    mj
    May 27, 2015. 09:14 AM | 5 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    thanks for sharing WT. You and D-Inv are the "Airline Boyz." I am pretty uninformed in this space except for (FLY), Norwegian Air, and Qantas. I better get on the ball!

    Hope everyone joins me this Memorial Day in gratitude for all who sacrificed their lives in service to our nation.
    mj
    May 22, 2015. 10:22 PM | 6 Likes Like |Link to Comment
  • Marathon Oil: Moving Towards A U.S.-Centric Resource Play Portfolio [View article]
    Richard, Excellent analysis/data as usual. I got out of my oiler positions in the middle of last year and have been scaling back in to (STO), (MRO), and (NE). I am focused on players with strong balance sheets and strategic leaders who can survive and thrive in this oil price shakeout. I expect (MRO) management to maneuver through the current challenges well.
    Many thanks,
    mj
    May 22, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • Stability Of The European Union (23) January 1, 2015. [View instapost]
    Thx, FPA, for that update. I think the fallout from a potential Greek exit/dual currency is being underestimated.

    Separately -- I am taking note of the sudden plunge of the EUR/USD. During the last 60 minutes it dropped from $1.1208 to 1.1024! Some say it was our CPI and others say it's the early weekend selling -- either way that was quite a move.
    mj
    May 22, 2015. 09:28 AM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Just took half my gains off the table on (NE) @ $17.72-- still long. Almost 8.5% gain in 2 days warns of profit takers about to show up.

    Also took all gains in my position in (PFXF) @ $20.86. Still like this preferred monthly/high/yielder CEF, but volume is anemic + large ask blocs surfaced on the order book and the pps is now at a premium to NAV.
    mj
    May 21, 2015. 01:30 PM | 7 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Luck was on my side Mathieu. Have I told you about my underwater dogs (CPST) and (SNTA)? LOL At least they are small spec positions. I'll trade you for your (CBI) @ $41??
    mj
    May 21, 2015. 10:30 AM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Just FYI UK analysts opine that (GSK) may be a £95bn target for Pfizer-- http://bit.ly/1dkruf1 and http://bit.ly/1Bcf9yz

    These rumors have been out before so take it FWIW. I'm still holding the large trading bloc I posted earlier -- which I may now hold longer while collecting a 5.2% dividend.
    mj
    May 20, 2015. 12:15 PM | 6 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Welcome Dapizz,
    I manage our own taxable account and some IRAs and ROTHs. As Mark and LT point out tax considerations are a BIG variable I weigh into what I do -- in which accounts -- and when. I would add to their list these other specifics which weigh on my decision making:

    * muni CEFs are only for my taxable account -- I use BABs in my tax deferred;
    * I try to avoid K-1s in my taxable account (once I received an amended K-1 after filing my taxes and then had to amend my filing - ugh!);
    * If I invest in an MLP it goes into my taxable account due to UBIT caps-- whereas a realty REIT I will tend to hold in a tax deferred account;
    * Foreign shares/ADRs from countries with big dividend tax withholdings I try to hold in my taxable account so I can claim tax treaty credits when I file taxes (can't be done in an IRA);

    Finally, let me say that my level of trading (versus longer term investing) activity varies depending on how much euphoria I think is sustaining valuations as well as how much volatility I can play with. So my mix is constantly changing and I am constantly watching cash levels in each account to cover unsettled trades since I elect not to use margin. I tend to have goals short and long term for each account and that can also affect decisions.

    BTW -- I hope Maya and WT also weigh in here. Maya likes to refer to his "gamer account" for spec stocks and does well with it. I am not as good at playing/trading with small cap specs as they are!
    mj
    P.S If I used any unfamiliar acronyms Investopedia.com can help.
    May 20, 2015. 08:06 AM | 6 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Many thanks, Scooter. Looks like a good read. One of the reasons I invest in muni CEFs (and a muni ETF) rather than individual munis is that I like the risk diversification. Holders of some IL and PR bonds have been in for quite a roller coaster ride.
    mj
    May 20, 2015. 07:27 AM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Elliot Gue's latest article on the many factors weighing on oil prices and nat gas is a pretty good read: http://seekingalpha.co...

    He is well informed and a clear thinker -- and you'll also catch some of Scooter's comments. Bottom line -- the author expects prices to be lower for longer.
    mj
    May 19, 2015. 09:20 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    thanks, Scooter. I'll look into that -- cause you know my taste for discounted muni CEFs.
    mj
    May 19, 2015. 04:24 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Added another bloc of (NE) Noble Corporation @$16.34. I am still scaling in to this one.
    mj
    May 19, 2015. 11:42 AM | 5 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    With all of their calls to dump oilers -- they must want to buy some of my $17+ shares of (STO) Statoil!
    mj :-))
    May 19, 2015. 09:23 AM | 8 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    DG --

    Yours is the first new comment I can see posted in the thread since Mark's comment on Saturday at 1:06 pm! Under "Latest Comments" on the right hand side I see the list of new comments over the weekend, but the actual new comments do not appear on the thread. Guess the NSA wants me to communicate with you only!
    Thanks,
    mj
    May 18, 2015. 09:47 AM | 2 Likes Like |Link to Comment
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