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freeman8201

freeman8201
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  • Macau revenue down 17% in January [View news story]
    http://yhoo.it/1zKztIr
    war on casinos
    Feb 8, 2015. 05:09 AM | Likes Like |Link to Comment
  • Pain In Store For Helmerich & Payne, Can It Withstand The Downturn? [View article]
    buy low: sell high
    Feb 6, 2015. 07:37 AM | 3 Likes Like |Link to Comment
  • Update: My Key Takeaway From Arch Coal's Q4 Report [View article]
    I believe I read on WSJ that 5 companies, RDS and Koch, were buying oil tankers to take oil of the markets. $BP ceo had this to say about oil prices http://seekingalpha.co...

    I'm way down holding arch, more so than I ever thought would happen. This all stems from over leverage buyouts that happen in 2011. A company that has suffered from leverage is $CZR which is in bankruptcy court right now. I remain long to see the outcome.

    Arch coal still has an equity stake in the Millennium Bulk terminal that's still pending coal exporting. As Chatos noted, a strong dollar will hurt exporters. http://bit.ly/1BWud5i
    http://bit.ly/1yD0sTH
    $BTU wanted to build a coal terminal from the ground up in Cherry Point, Washington, while I went with Arch coal and Ambre Energy as they wanted to convert an already built terminal in Longview WA. The Millenium terminal is to be reviewed by the army corps of engineers. Oregon put a halt on Ambre energy's coal terminal in Port of Morrow last year.

    For those wanting to invest in the shale revolution trying looking into companies that consume natural gas as a feed stock, e.g., $DD, $DOW, utilities. I myself put a sizeable investment into HP as this company "serves" the oil & gas companies and doesn't have a boat load of debt like $SD and XCO have. I was looking at SLCA too but didn't want to investing into another mining company and it's debt.
    Feb 3, 2015. 04:07 PM | Likes Like |Link to Comment
  • Arch Coal EPS of -$1.09 [View news story]
    Woohoo.
    Feb 3, 2015. 12:11 PM | Likes Like |Link to Comment
  • Arch Coal +9% on smaller than expected Q4 loss [View news story]
    coal aint dead
    Feb 3, 2015. 11:57 AM | 1 Like Like |Link to Comment
  • Flexion patient dosing underway in lead product study [View news story]
    ;?
    Feb 3, 2015. 06:01 AM | Likes Like |Link to Comment
  • Arch Coal 1 Year Default Probability 13.07%, Up 1.09% Today [View instapost]
    is this correlated to their interest rates on their bonds when they rise? The EBITDA they generate?
    Feb 2, 2015. 02:43 PM | Likes Like |Link to Comment
  • EXCO Resources: Overleveraging, Underhedging, And Blind Order Flow Offer A Compelling Short [View article]
    Livemusic, whenever I read some type of stock lingo I don't know about I just go to http://bit.ly/qvi7VO and research the phrase there. Often you can google the word/phrase and investopedia is in the first 3.
    Feb 2, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • Howard Weil downgrades Exxon, cuts targets on integrated oil companies [View news story]
    I guess Jim Chanos' xom short finally playing out? He said so like a year ago.
    Feb 2, 2015. 02:25 PM | Likes Like |Link to Comment
  • Is Las Vegas Sands Worth A Leap Of Faith Right Now? A Resounding Yes Vote Here [View article]
    For those interested in a magazine/web-site on asian gaming. The Feb 2015 issue of Inside Asian Gaming talks about Japan's casino planning, which went bye-bye, Sheldon Adelson, and singapore. It's always good to look at pictures of what you're investing and articles to read of it!
    http://www.asgam.com
    The article(s) is on the Web-site but there's a magazine on the right hand side in the middle; a digital format.
    For all those who bought high were were you at when it was low in 2011-13? I'm fortunate to have bought to a similar price collapse.
    http://seekingalpha.co...
    Jan 30, 2015. 03:35 PM | Likes Like |Link to Comment
  • EXCO Resources: Overleveraging, Underhedging, And Blind Order Flow Offer A Compelling Short [View article]
    they issued out more stock
    Jan 30, 2015. 10:37 AM | Likes Like |Link to Comment
  • EXCO Resources: Overleveraging, Underhedging, And Blind Order Flow Offer A Compelling Short [View article]
    it's interesting to say that the board of directors had 2 notable billionaires, i.e., Pickens and Wilbur Ross. Exco recently sold their non-shale asset to HRG. I followed this stock & SD but I could never get pass their debt levels. A bad sign to me was when XCO did the rights offering.
    Jan 30, 2015. 07:45 AM | 1 Like Like |Link to Comment
  • Arch Coal Takes Another Beating [View article]
    arch touching 1-range. guess Barron's .75/sh played out. no M&A? i know a dallas gaa and oil e&p when bankrupt; it was private.
    Jan 27, 2015. 11:15 AM | Likes Like |Link to Comment
  • Las Vegas Sands to report Q4 results on Jan. 28 [View news story]
    uh oh
    Jan 23, 2015. 03:32 PM | Likes Like |Link to Comment
  • Leucadia And FXCM: Is This Knight Capital Re-Visited? [View article]
    on WSJ wk ed. "Just 30% achieve monthly positive returns...2/3 lose money each quarter" by FXCM filings.

    Jeez, just like going down to your local casino to have some fun huh? I know Delta lost a boat load of money for hedging high jet fuel when oil tanked. The main culprit in this is people using "borrowed" money to gamble just like how people bought on margin in the 1920's.

    According to Gurufocus.com, Ian is a guru and his investments are followed.
    http://bit.ly/1GwE2MN
    Maybe LUK is going to buy out HRG if Ian owns so much Harbinger. I remember reading in one of the 10Ks that LUK had a stake in INTL, but on here it's saying it's Ian too. So I'm wondering if the two are separate or are LUK and Ian the same entity?

    And remember folks that LUK has a history of buying distressed business that may just need money or need better management. I say this in the case of Nat. Beef. The chicken producer PPC just announce a $5+ dividend and an article or 2 ago it was reported that TSN has better profit margins vs Nat. Beef.
    Jan 21, 2015. 03:24 PM | Likes Like |Link to Comment
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