Seeking Alpha
  • Mercy Jimenez
    TLM = another departure; first CEO now SVP; haven't played it in awhile but could be adding to deeper issues http://bit.ly/S5n8W0
    9/19/12
    Reply (29)
    • realornot: did not trade this one for months......... more legs to it???
      9/19/12
    • Mercy Jimenez: Still assessing; mayB departures smell Chinese takeover?? Sinopec's 49% stake in N. Sea oil assets leaves them 62% nat gas; pps still high
      9/19/12
    • sundate36: Mercy -- good morning. Would you buy TLM at 13.00? Thanks! BTW, EXC recovered above 36!
      10/12/12
    • Mercy Jimenez: sundate sorry took off yesterday; TLM may get acquired but IMO not enough reason 2play; mngmt shakeup +platform collapse risk =not worth it
      10/13/12
    • Mercy Jimenez: http://bit.ly/SZcaIz
      10/13/12
    • Mercy Jimenez: 2 Canadian high yielders trading +investing now= JE +PSN:CN; hammered w/rest of mkt but often pop when drop 2 current levels+get paid 2wait
      10/13/12
    • Mercy Jimenez: Congrats on EXC uptrend; they should have good Qtr with higher heating demand forcasted this winter. Have a great weekend!
      10/13/12
    • sundate36: Thanks, Mercy! I'm also looking at CCJ - prices for uranium are supposedly too depressed and that will change in 2013...
      10/13/12
    • Mercy Jimenez: Still gun shy on uranium after taking small loss -- started a position 1 week B4 Fukushima disaster. How's that for timing? CCJ looks good
      10/13/12
    • sundate36: Well, certain things aren't predictable. I took a position in GEVO right before they stopped production of isobutanol. But holding on b/c
      10/13/12
    • sundate36: they just got awarded a patent for their technology. All they need is a big name taking a stake to get an extra boost... like Einhorn/BIOF
      10/13/12
    • sundate36: Very volatile action in CCJ today...also, ORAN looks like it wants to go up... (on the technical charts, that is)
      10/15/12
    • Mercy Jimenez: ORAN does look interesting; I've been watching VOD but not sure bottom has settled yet.
      10/15/12
    • sundate36: Lots of buying for CCJ in last 15 min... started to build a position at 19.14. Same for ORAN, in at 12.10.
      10/15/12
    • Mercy Jimenez: ORAN up pre-mkt sundate; very good play although probably needs 2B kept on short leash w/ Hollande fear trade http://read.bi/R7Xnah
      10/16/12
    • sundate36: ORAN is just a trade for me based on technicals; wouldn't hold long term just yet. CCJ is a long-term maybe; short -term hoping for a bounce.
      10/16/12
    • sundate36: Thank you very much for the link. I wonder when European equities will find the bottom...
      10/16/12
    • Mercy Jimenez: Good ?? on EU bottom; perhaps will come when US safe-haven =not so safe; EU often moves as a contra-trade to US; fiscal cliff+ may trigger?
      10/16/12
    • sundate36: Think ORAN has more room to move up... pattern somewhat similar to CIG which I gave up on too early. For CCJ: http://seekingalpha.com/a/jurp
      10/16/12
    • sundate36: I've been seeing a lot of articles about uranium being on the upswing once Russia stops it weapons conversion program...
      10/16/12
    • Mercy Jimenez: Well if I follow U it will happen first w/ORAN that divvy looks luscious; re: CCJ my uranium bruises R still raw LOL but CCJ is best in class
      10/16/12
    • sundate36: Think ORAN already cut its divvy...with new tax laws they may start slashing dividends further to preserve capital...
      10/16/12
    • sundate36: Mercy -- per our discussion of CCJ earlier...it's going down. So, you were right to stay away! I'm glad I just played it for a bounce...
      11/8/12
    • Mercy Jimenez: Good for you sundate -- 2 close calls in one day! BOTs are going to have to speed up their game to catch up to you! LOL
      11/8/12
    • sundate36: Actually, the stock I'm eying now is ARCO -way beaten down, given that earnings weren't too bad.Will watch it for a bounce -- oversold now.
      11/8/12
    • sundate36: Interestingly, CCJ was down at same levels last year and then was on an uptrend into January...Will watch that one too.
      11/8/12
    • sundate36: Mercy, are you still staying away from TLM? Seems like the stock is consolidating...might stage a break out. Look at TRQ today...Long TRQ.
      12/12/12
    • Mercy Jimenez: Sundate I am not back in TLM at the moment; EU approved North Sea venture with Sinopec and Kurdistan drilling looks interesting -- BUT ...
      12/12/12
    • Mercy Jimenez: generally want 2C more buying of energy high yielders B4 I start adding 2my positions; dividend tax panic really took a toll on many names
      12/12/12