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  • Barron's 10 Favorite Stocks For 2014 - 1Q Update [View article]
    Agreed. Wouldn't touch Gettelfinger Motors. Corrupt with shoddy, dangerous products.
    Apr 7 06:07 PM | Likes Like |Link to Comment
  • Plenty Of Upside Remains In ULURU, Inc. [View article]
    I bought 500 shares of this stock many years ago when it was recommended by Oscar Schafer of OSS Capital on Barron's Roundtable. It was selling around $5/share. It then imploded and became a penny stock worth less than the $7 commission charge to sell it plus I had put it in my IRA so no writeoff. It then reverse split 1 for 15. I now have 33 shares and will break even once it reaches $75.75.
    Apr 4 12:38 PM | 2 Likes Like |Link to Comment
  • Comstock Resources - Oil And Gas Turnaround Play With A 40% Upside [View article]
    "I have buyed..." ?
    Mar 31 03:44 PM | Likes Like |Link to Comment
  • 2 Attractive Refiners With Positive Catalysts [View article]
    What do you think of PBF?
    Mar 31 01:23 PM | Likes Like |Link to Comment
  • 3 Stocks Hated By Investors, Misunderstood By Analysts But With Potential To Become Multibaggers In 2014 [View article]
    You left out Radio Shack. Seriously.
    Mar 28 12:01 AM | Likes Like |Link to Comment
  • Paying 60 Cents For A Dollar Of Value [View article]
    One day you are going to kick yourself for not buying SQM.
    Mar 22 02:56 PM | Likes Like |Link to Comment
  • Is Transocean A Better Pick Over Ensco And Noble? [View article]
    What's a dept ratio?
    Mar 20 10:29 PM | 1 Like Like |Link to Comment
  • Sociedad Quimica Y Minera Is Finally Showing Signs Of Life [View article]
    This stock has one of the better risk-reward ratios in the market. Very undervalued with a decent dividend and a good moat. Back up the truck if it pulls back into the middle twenties.
    Mar 19 12:30 AM | 1 Like Like |Link to Comment
  • Walter Energy: Weak Met Coal Market Remains A Hurdle In The Road To Recovery [View article]
    You mentioned asset sales. Is WLT going to sell Western Coal, which they purchased at the top of the market, at a fire sale price? That is going to hurt big time.
    Feb 25 11:38 AM | Likes Like |Link to Comment
  • Is Level 3 Communications Taking Advantage Of The Opportunity Laid Before It? - Part 2 [View article]
    Good article. Time to back up the truck.
    Feb 9 01:01 AM | 1 Like Like |Link to Comment
  • Transocean: The Bear Case Goes Far Beyond Decreasing Deep-Water Dayrates [View article]
    I think you are over-analyzing matters. There are so many variables that can go awry that could throw a monkey wrench into your thesis. Numbers often don't cooperate. So many forecasts go astray like an errant golf ball. The best laid plans of mice and men oft go awry. It is now below book value and providing a succulent dividend.
    Feb 4 05:33 PM | 4 Likes Like |Link to Comment
  • Silver And Gold Miners For The Price Of A Lottery Ticket [View article]
    SQM is a very interesting deep value Chilean mining play with a decent dividend. I mentioned it to The Bret some time ago, but he disparaged it which is certainly his prerogative. But when it skyrockets in price, don't cry to me about "I woulda, I coulda, I shoulda". In this market, one should be opportunistically converting more holdings to cash and purchasing only those issues that present a compelling risk to reward ratio (such as SQM) as we await "The Great Correction".

    Regarding gold and precious metals, the buying opportunity will be when sellers are puking out their gold in a manic two-three week meltdown and the Death of Gold is trumpeted on the cover of Time. That has yet to occur.
    Jan 16 06:49 PM | 2 Likes Like |Link to Comment
  • ModernGraham Valuation Of Cablevision Systems Corp [View article]
    Sooner or later CVC will be taken over at a juicy premium to the current stock price. The train is still at the station. Don't miss it.
    Jan 12 12:05 PM | Likes Like |Link to Comment
  • 2 Bakken Plays That Should Still Work In 2014 [View article]
    I've been reading more and more about an approaching oil glut in the US. That, along with the arrival of the much overdue correction, could knock these stocks way lower than they are now. I would wait to buy.
    Dec 24 11:04 AM | Likes Like |Link to Comment
  • Sociedad Quimica Y Minera's Ugly 1-Year Chart Presents Opportunity [View article]
    You pay a high price for a cheery consensus. Those who accumulate SQM at these levels will be very happy one day.
    Dec 18 11:59 PM | 2 Likes Like |Link to Comment