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papayamon

papayamon
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  • Don't Bet On A Quick Rebound For Rite Aid [View article]
    i really doubt you're going to see substantial interest rate rises. we have a better chance of more QE,
    Oct 15, 2014. 11:34 PM | Likes Like |Link to Comment
  • Don't Bet On A Quick Rebound For Rite Aid [View article]
    I wouldn't give Obama too much credit for a recovery here. He could care less than a rat's behind about destroying what people have worked hard for their whole lives to build in order to give it to his constituency in the form of freebie handouts. Talk to someone making 60k self employed who is expected to pay 700 to 800 a month for insurance and then eat a 6k deductible. Talk the the shareholders of Fannie and Freddie who have zombie shares thanks to an illegal profit sweep - even after the government was repaid in full. Talk to the shareholders of financial institutions who have payed huge amounts of their investments in the form of DOJ robbery for crimes committed by people who walked out with millions and live in gated communities. The goal here is liquidation of the middle class.
    Oct 15, 2014. 11:29 PM | 1 Like Like |Link to Comment
  • EXCO Resources: Compass Divestiture Simplifies Corporate Structure, Improves Credit Profile [View article]
    That was only a joke :).
    Oct 15, 2014. 08:10 PM | Likes Like |Link to Comment
  • What Is Happening Now Is Profound [View article]
    Come on now, I've gone to all the trouble to get ready for when the zombies are storming my gate. You mean the end isn't here?
    Oct 15, 2014. 10:45 AM | 4 Likes Like |Link to Comment
  • Bank of America +1.2% after earnings beat [View news story]
    If BAC was able to eat the DOJ settlement so quickly ... wait for the next few earnings calls. We are headed upward. (though not in today's panic stricken market).
    Oct 15, 2014. 10:40 AM | Likes Like |Link to Comment
  • What Is Happening Now Is Profound [View article]
    Wealth will soon be measured in bullets and food. Now all we need is a serious Ebola outbreak. Not really (but if the zombie disease strikes, look out!).
    Oct 15, 2014. 07:45 AM | 3 Likes Like |Link to Comment
  • Bank of America beats by $0.08, beats on revenue [View news story]
    Now, this just isn't any fun for the detractors of this ethically challenged bank! However, as someone who actually owns stock and options, I think it's great :).

    I have it from an inside source that BAC has been stealing tooth fairy money from under kid's pillows....
    Oct 15, 2014. 07:10 AM | 6 Likes Like |Link to Comment
  • LINN Energy: Recent Correction Closes Valuation Gap [View article]
    Of course. there are political motives working in the background. Obama couldn't possibly care anything less about destroying investors. We have no idea what deals are made by our government.
    Oct 15, 2014. 06:46 AM | 3 Likes Like |Link to Comment
  • LINN Energy: Recent Correction Closes Valuation Gap [View article]
    I bought LNCO today. If they don't cut the distribution in the next year, I'll have 18.50 in this after a 2.90 dividend (or return of capital, whatever you want to call it). I think surely the winds will blow in a different direction at some point and there will be a nice pop here. In the meantime, I count on LNCO's hedging to preserve value.
    Oct 14, 2014. 08:58 PM | 5 Likes Like |Link to Comment
  • EXCO Resources: Compass Divestiture Simplifies Corporate Structure, Improves Credit Profile [View article]
    All i can say is if the new ceo is Tom Ward and they are buying some of his property in the Mississippi Lime, i'm selling the instant I find out about it. Surely Ross and company aren't that dumb.
    Oct 14, 2014. 06:11 PM | Likes Like |Link to Comment
  • Sorry Dorothy, Micron Will Not See $50 [View article]
    No use over analyzing what's happening with sector sell offs during this correction. The good sells off as well as the bad. Currently I'm investing in energy companies that have been crushed. Waiting for more crushing here to get in deeper.
    Oct 11, 2014. 03:41 PM | 3 Likes Like |Link to Comment
  • EXCO Resources: Compass Divestiture Simplifies Corporate Structure, Improves Credit Profile [View article]
    I would seriously doubt that they would try to reduce leverage by merging with another debt ridden company like HK.
    Oct 11, 2014. 12:30 PM | Likes Like |Link to Comment
  • EXCO Resources: Compass Divestiture Simplifies Corporate Structure, Improves Credit Profile [View article]
    i have just bought 40k shares at 2.27-2.30. For once, I like to be on the same side as you, Doug. I am hoping that there is $4 in this within a year. I would also think that if Ross and company are EVER going to buy this out, NOW is the time.

    Despite XCO's ridiculous announcement that they may buy the assets associated with a new CEO (what company of this size needs more than a year to find a CEO? and how can the board of directors be seriously putting forth the idea that they are really looking?), there is quite possibly a deal in the works. If there is a deal to take XCO private, we'll all find out about it too late to move on it. Now is the time to buy these shares, even if you have to hold your nose.

    Surely they'll cancel the dividend. Otherwise, I have to wonder about the intentions of the BOD. Would they try to drive the price much lower, in order to buy it out for even less? They should be preserving liquidity any way they can. One would think they may have fiduciary duty to small shareholders, but in this world examples are rife of management and bod screwing shareholders all they can, with impunity.

    The wheels are certainly turning behind closed doors. The value here seems so compelling that I am tossing my hat in the ring, come hell or high water. Then again, I could be dressing in barrels by this time next year.
    Oct 11, 2014. 12:04 PM | Likes Like |Link to Comment
  • EXCO Resources says it may buy properties from its next CEO [View news story]
    That is about the stupidest press release in the history of press releases. I have to wonder if Ross and Boone have forgotten to take their dementia meds. Really, beyond pathetic for a company to release something so unfathomably idiotic. I might buy a house next year. I might use the bathroom at work. Those items are as worthy of press releases as these this STUPID press release.
    Oct 10, 2014. 11:53 AM | 1 Like Like |Link to Comment
  • EXCO Resources: What Just Happened? [View article]
    I'd say there is some possibility of a low end buyout. I think something's going to happen and we are where this thing is priced like an option at this point.
    Oct 10, 2014. 09:54 AM | Likes Like |Link to Comment
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