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papayamon

papayamon
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  • Over 1M people set to lose unemployment benefits [View news story]
    99 weeks is ridiculous. once again, we create a hammock that the lazy can lay on. why should they get off it?
    Dec 27 06:09 AM | 4 Likes Like |Link to Comment
  • Still Time For Clean Energy Fuels To Boost Westport [View article]
    throwing my hat into the wind, this is a stock that is going to gyrate around sentiment for a good while. this will be up and down. as a trader, i'm happy to buy in here at 19.15. i think the selling is already overdone.
    Dec 25 04:20 PM | 1 Like Like |Link to Comment
  • NovaCopper: Irrational ETF Selling Could Mean A Multi-Bagger [View article]
    i am talking about in terms of moving the market. people ascribe a decline in a stock to an SA article. seems a bit like the tail wagging the dog, imo.

    of course, SA has been a good source of investment info. otherwise i wouldn't read here. i'm not discussing that aspect. - for clarification.
    Dec 25 03:02 PM | Likes Like |Link to Comment
  • NovaCopper: Irrational ETF Selling Could Mean A Multi-Bagger [View article]
    i'm wondering in all honesty if seeking alpha articles really make that much of a difference.
    Dec 25 05:07 AM | Likes Like |Link to Comment
  • EXCO Resources: Growth To Resume In 2015 [View article]
    natural gas prices could run substantially from here, imo. let's see what happens when those decline rates set in and there isn't so much natural gas backlog waiting for hookup. would $5 natural gas meaningfully help exco? what about 5.50? who is going to continue supplying all the natural gas the country needs if they have to sell it below production cost? on top of this, how will they export it?

    what hurt exco more than anything else is the bugaboo for the entire industry : low natural gas prices. but now, the pendulum is going to swing the other way.

    this year will be interesting. i have exco as a buy at $5. i am not staying it is going to $20 but i'd be very happy with 7.50.
    Dec 19 08:37 PM | 2 Likes Like |Link to Comment
  • Exco Resources: This Oversold Oil Small Cap Could Be Poised To Surge In January [View article]
    i think you're right. now is the time to buy.
    Dec 19 07:09 PM | 1 Like Like |Link to Comment
  • Exco Resources: This Oversold Oil Small Cap Could Be Poised To Surge In January [View article]
    like watsa and ross are doing. let's say they started buying shares to do the same thing ... would shares stay under $5 long? they are buying a whole bunch of shares for $5, increasing their % ... and giving xco the needed drill capital. we could very possibly see an attempt to take xco private in 2014.

    it doesn't matter if shares are going for 4.50. watsa and ross will buy at $5 with rights. they aren't worried about the 50 cents.
    Dec 17 08:33 PM | Likes Like |Link to Comment
  • Why I Bought These 2 Stocks In The Discount Bargain Bin [View article]
    i just bought 3k shares at 20.75 ish. there can't be that much downside. on the upside? if anything spooks the financial markets, we can look for a PM bounce and SLW to the mid 20's. it would be a nice way to finish my trading year :).
    Dec 5 08:22 PM | Likes Like |Link to Comment
  • EXCO Resources: Fundamentals Remain Weak, Despite Leadership Change [View article]
    oops. there's simply very little primary natural gas production? nope, i meant to say "very little primary natural gas drilling".
    Dec 5 07:33 PM | Likes Like |Link to Comment
  • EXCO Resources: Fundamentals Remain Weak, Despite Leadership Change [View article]
    anyone want to discuss the metrics of 4.50 ng vs 3.50 ng with regard to exco?

    we could easily be on the way to $5.00 this winter, and we may never see the $3's again - even in the summer. we could be on the cusp of a big turn in the natural gas market. there's simply very little primary natural gas production.

    today, storage is less than the 5 year average. there may be more production of natural gas but there are also a lot more straws sucking it up.

    exco is bringing in additional capital. it's going to be a question of drilling performance and gas prices.

    when a stock has fallen like this, it's discouraging, no doubt - especially if you are an investor from the days of high natural gas prices. i am not a long term holder, so the real question is whether exco at $5 to $6 or so is really such a bad investment?

    i think wilbur will steer out of this one (perhaps even take it private) and hey, i make out great at $7.

    it's going to be an interesting winter.
    Dec 5 03:37 PM | Likes Like |Link to Comment
  • Why Is It The Right Time To Buy Nuance [View article]
    hindsight proves that it wasn't the right time to buy nuance. you could make the case that today is the right time after the big price drop. i'm listening :).
    Nov 26 10:11 AM | 1 Like Like |Link to Comment
  • EXCO Resources: Why We Are No Longer Bulls [View article]
    i will agree with you there 100%. miller isn't a crook, and to some extent is a casualty of the nat gas price collapse. the industry sure wasn't planned for this.

    ward, however, was in a class all by himself.
    Nov 24 11:11 PM | Likes Like |Link to Comment
  • First CNG-Capable 2014 Ford F-150 Rolls Off the Line in Kansas City [View article]
    finally.
    Nov 21 06:11 AM | Likes Like |Link to Comment
  • EXCO Resources: Why We Are No Longer Bulls [View article]
    or maybe i wouldn't write an article at all if all i could write is a poorly thought out article filled with fluff. as natural gas goes, so will exco. i am paying my money and taking my chance on natural gas rebounding before exco goes broke. that's the reason i'm invested in exco. how's that for an "article"?

    i don't see wilbur ross and prem watsa losing everything invested here before natural gas rebounds - which is inevitable as some point. i'm happy to be along side these guys below their basis. the upside here will be substantial enough for me.

    if we're interested in track records, how has someone who invested in exco when you were bullish done? i'd say the chances are better for you to be wrong twice rather than 50-50.
    Nov 18 10:33 AM | 1 Like Like |Link to Comment
  • EXCO Resources: Why We Are No Longer Bulls [View article]
    the guy isn't taking any kind of an personal potshot at anyone. he's merely disagreeing and giving his reasons. why would his number of posts concern anyone? should someone not ever make a first post on seeking alpha? i could see the issue if he were attacking you, but i don't get that from his post.

    it would be as easy to say that someone who doesn't buy exco could be foolishly missing a good opportunity to make money if they don't get in at the current price.

    you *could* lose all your money on any stock. is this really news?

    you'll have to excuse me for agreeing with the prior post vs. this article, which in all honesty i think is poorly thought out. time tells all tales - i'll revisit this article for a post mortem.
    Nov 18 09:32 AM | Likes Like |Link to Comment
COMMENTS STATS
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