Seeking Alpha

auto44

auto44
Send Message
View as an RSS Feed
View auto44's Comments BY TICKER:
Latest  |  Highest rated
  • Conoco: Get Ready For An Extended Dividend Freeze [View article]
    go-4-it You said it all when you said COP isn't SDRL.
    May 21, 2015. 10:42 AM | 1 Like Like |Link to Comment
  • Carl Icahn Ups His Stake In Chesapeake Energy [View article]
    It is doubtful that CHK will be taken out below Carl's price.
    May 18, 2015. 07:44 AM | 4 Likes Like |Link to Comment
  • Carl Icahn Ups His Stake In Chesapeake Energy [View article]
    I wouldn't knock Warren and IBM until he calls it quits, and it is doubtful that that will ever happen. With that said, I wouldn't do it just because Warren is doing it.
    May 18, 2015. 07:42 AM | Likes Like |Link to Comment
  • You Reckon Yourself A Genius In The Present Market? [View article]
    Paulo I am not the sharpest knife in the drawer or the brightest bulb on the tree, but I can easily see how big a part luck has played in both my successes and failures. Smart successful men, Howard Marks and Warren Buffet just to name a couple are quick to point this out.
    When one mistakes luck for brilliance, they are setting themselves up for a rude awakening. As you point out and what I think is the thrust of your article is everybody looks smart in a bull market till it ends and the smarter you think you are the worse the ending is likely to be. Thanks for the reminder.
    May 15, 2015. 11:03 PM | 4 Likes Like |Link to Comment
  • Chesapeake Energy - UTICA Shale Presentation [View article]
    heidiluvsit Not all acreage is created equal, as for morons I don't know who is and who isn't.
    May 14, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • Chesapeake Energy: What To Do After Yesterday's Massacre [View article]
    Hard for me to understand why anyone would be bullish on Seventy Seven Energy.
    May 7, 2015. 07:30 PM | Likes Like |Link to Comment
  • Linn Energy: Should One Bet The Farm On Commodity Prices? [View article]
    I read a lot about gas prices and the effects of future LNG production on them. Not so much about the build up of chemical and fertilizer plants using it (nat gas) for feed stocks or about large surface transportation converting to CNG and/or LNG One must realize that the future demand for nat gas in all forms is driven more by environmental concerns than by price. Folks who are attempting to predict the future demand, price, and supply metrics of nat gas and I am not one of them need to consider these rarely discussed issues.
    May 3, 2015. 09:06 AM | 3 Likes Like |Link to Comment
  • 4 Graphs Of Warren Buffett's Top Bets [View article]
    Barry Houseal
    So let's see, the earth has traveled about a quarter of the way around the sun since you bought BRK and your judging your investment on that? If instead you bought an apartment house as a business would you check with the realtor every three months to see what it is worth or would you check your bank account to see how much more money you have in the account. BRK
    has accumulated gobs of cash since you bought it and has probably bought some bolt on businesses that will accelerate cash accumulation even more. The stock market is a daily auction, some days the prices are right some days the prices are too high or too low and mostly dependent more on emotion than logic.
    Apr 30, 2015. 09:20 AM | 1 Like Like |Link to Comment
  • 4 Graphs Of Warren Buffett's Top Bets [View article]
    If you want to use Warren Buffet's portfolio as a guide, find out which stocks he is currently buying. A lot of what he owns was purchased years ago at a really low prices. I know he has been continually buying Wells Fargo, that tells us that he thinks it is still priced right. Just because he owns something doesn't mean it is currently at a good price and his analysis is far more complicated than P/E & P/B.

    Also Warren Buffet is far from perfect and sometimes makes big mistakes both buying and selling so be wary. Some of the stocks in his portfolio are being slowly sold off so watch out for that too.
    Apr 30, 2015. 09:08 AM | Likes Like |Link to Comment
  • Warren Buffett And Losing Billions Of Dollars [View article]
    walterbyrd Is this a joke? If not I suggest you go to the BRK web site and read all of Warren buffet's annual letters to his stockholders. This is like dumping your favorite sports team because they lost one game out of 162.
    Apr 25, 2015. 09:04 AM | 4 Likes Like |Link to Comment
  • Warren Buffett And Losing Billions Of Dollars [View article]
    To no one in particular:
    I really have to laugh at folks who think they are smarter than Warren Buffet. Let me know when you have seventy Billion bucks or so and start with nothing and build a three hundred fifty billon dollar company for your investors.
    Apr 25, 2015. 08:46 AM | 1 Like Like |Link to Comment
  • Time To Take A Long Play On General Electric [View article]
    According to Yahoo Finance, GE has a massive debt of $351+ billion. I assume that when they offload their financial business a big portion of that debt will disappear. Financial organizations need to borrow in order to loan so high debt for them is necessary. I have not read any articles that address this important issue or it's effects on the company going forward. I assume this is the main driver in the decision to get out of financial businesses not necessary for providing credit to purchases of the equipment GE sells. Paying interest on debt in businesses that are losing money is a double whammy.
    Apr 24, 2015. 11:37 AM | Likes Like |Link to Comment
  • A Tale Of 2 Banks: Pondering Wells Fargo And Bank Of America [View article]
    I have been hearing what a great deal BAC is for a long time. I doubt the bank understands it's own numbers, I don't see how anyone else can. Not to mention the continual hijacking of banks by the current administration. They make Jessie James look like a piker.
    Apr 23, 2015. 12:01 PM | 2 Likes Like |Link to Comment
  • Warren Buffett And Losing Billions Of Dollars [View article]
    Current apparent values may change but, the only time you know if you made or lost money is when you sell, and don't forget to include all fees and taxes.
    Apr 22, 2015. 05:48 PM | 1 Like Like |Link to Comment
  • Can You Really Trust Tesla? [View article]
    Investing requires arithmetic(logic) not hope and change emotion. When folks first started making automobiles Steam(external combustion),Internal combustion engines, and electric motors were all tried by a lot of folks. The catalyst for ICE to take over was the electric motor, the electric starting motor that ended the requirement to have to hand crank the engine. Today we are searching for a new answer driven largely by environmental considerations. Who will win this new competition and who will profit from it if at all is a long way from a forgone conclusion. When snowmobiles first became popular everybody and his brother were making and marketing them, now just a few exist. Good luck everybody.
    Apr 22, 2015. 12:19 PM | Likes Like |Link to Comment
COMMENTS STATS
3,339 Comments
5,289 Likes