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papayamon

papayamon
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  • Jefferies: Alpha Natural paying for M&A sins, Consol earns praise for restraint [View news story]
    No doubt, the Massesy acquisition was an utterly boneheaded move. It was all about becoming as big as you could no matter what the cost. I just bought ANR for 4.36.
    Mar 25 03:03 PM | 3 Likes Like |Link to Comment
  • Mississippian Lime: Tom Ward's 600,000-Acre Comeback [View article]
    amazing how things run in cycles.
    Mar 25 12:45 PM | Likes Like |Link to Comment
  • Linn Energy Just Can't Catch A Break [View article]
    Now we are getting to what I think is PERFECT day trading territory for all these oversold stocks (I avoid the MLP's) like line LNCO and KMI. As long as you can hold on to what you bought if need be, these are becoming very safe trades.
    Mar 25 12:05 AM | 1 Like Like |Link to Comment
  • Linn Energy Just Can't Catch A Break [View article]
    To keep this in perspective, take a look at KMP and KMI. It's not just LINN/LNCO.
    Mar 24 11:38 PM | 2 Likes Like |Link to Comment
  • Mississippian Lime: Tom Ward's 600,000-Acre Comeback [View article]
    I think he's banking on the second option. Perhaps he thinks the people who bought into the SD trusts will "invest" with him again. I can't fathom he's delusional enough to believe he has enough credibility to attract investors for another round. Self deception can run deep, however.
    Mar 24 11:03 PM | 2 Likes Like |Link to Comment
  • Updated Micron 2014 Estimates [View article]
    Exactly what i bought Wilson. I generally buy fairly in the money leaps. Otherwise the return for risk doesn't seem appropriate. If you really thought there was a possibility for a triple, sure. Out of the money options can make you rich. But we are talking maybe up 50% at most (nothing to sneeze at, mind you). I think these are virtually assured of not losing money, which is what scares me with option bets. It's the only way I can leverage in my IRA.
    Mar 24 10:51 PM | 1 Like Like |Link to Comment
  • Linn Energy Just Can't Catch A Break [View article]
    This is exactly the situation I keep dry powder for. Sentiment is bad. It's bad, bad,bad. Exactly the time to keep buying. My rule is never to buy in with my full investment at one time. I don't see the bear case for LNCO. Most dividend stocks are touted as high dividend with a yield of 4%. LNCO blows that away even if they cut their distribution 20% - which they are not going to do.

    This is just another shake out of weak hands. The market isn't taking away... it's giving a new opportunity.
    Mar 24 10:45 PM | 13 Likes Like |Link to Comment
  • Depressed Coal Stocks' Valuations Justified Due To Prevalent Difficult Business Conditions [View article]
    It's simple. They are betting the farm on a rebound of the met coal market. If things don't rebound in the next couple of years, WLT is toast. Otherwise, what could they get in the equity markets for new shares? I think they did the only thing they could do. Not pretty, but I am daytrading WLT fairly successfully for a rebound to the low 8's.
    Mar 24 10:25 PM | Likes Like |Link to Comment
  • Straight Talk On Gold - You May Not Want To Hear It [View article]
    This article is absolute hogwash. I personally put 2 gold bars in my safe and I closed it tight. Surprise! There were a bunch of little gold bars nursing on the female gold bar when I opened it 9 months later.
    Mar 24 09:07 PM | 9 Likes Like |Link to Comment
  • Linn Energy Just Can't Catch A Break [View article]
    The only solution here is to take advantage of this irrational selling by buying. Picked up another 800 shares of LNCO today. Thank you, mr market!
    Mar 24 03:06 PM | 6 Likes Like |Link to Comment
  • Mississippian Lime: Tom Ward's 600,000-Acre Comeback [View article]
    I can't fathom that anyone would be stupid enough to hand Ward a single dime after his track record at Sandridge. Perhaps he has deluded himself to think he did investors a great favor there and that the money he took from the company was justified. I think most people who have worked for their money would think otherwise. Personally, I hope Ward loses every dime he has invested here. I would never invest in a company that had anything to do with Ward.
    Mar 24 08:21 AM | 9 Likes Like |Link to Comment
  • Updated Micron 2014 Estimates [View article]
    I bought in at 23.80. Also bought Jan 15 options. Looking to add on further weakness.
    Mar 22 11:47 PM | Likes Like |Link to Comment
  • Updated Micron 2014 Estimates [View article]
    Wiilson, what does this do to your price target of $40?
    Mar 22 04:39 PM | 1 Like Like |Link to Comment
  • Walter Energy leads bounce in coal names [View news story]
    That's my prediction. I'm only thinking 14 or so, but all these numbers (mine, yours and the analysts) .. all just guesses.
    Mar 21 04:04 PM | 2 Likes Like |Link to Comment
  • The Nuclear Option: Russia's Threat To Dump Treasuries [View article]
    there's only one solution to the u.s. debt dilemma. inflation. controlled for the moment, but when the sh*t really hits the fan down the road, i guarantee you that the dollar will be worth a whole lot less in real terms.
    Mar 21 11:33 AM | 1 Like Like |Link to Comment
COMMENTS STATS
900 Comments
926 Likes