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papayamon

papayamon
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  • Opportunity In Freddie Mac And Fannie Mae [View article]
    Think of it as another tax that Obama can use to feed benefits to his supporters. Take from those who work and save, and give to those who take and take and take.
    Oct 9, 2014. 08:35 PM | 1 Like Like |Link to Comment
  • Sorry Dorothy, Micron Will Not See $50 [View article]
    Judy was really a special talent. It's too bad the movie producers victimized her and turned her into a drug addict. From the time child movie stars woke until they went to sleep, they were given drugs to regulate their bodies. Amphetamines in the morning, barbiturates at night. It was nothing short of horrific child abuse.... so the all important studio production schedules could be met.
    Oct 9, 2014. 05:03 PM | 2 Likes Like |Link to Comment
  • Sorry Dorothy, Micron Will Not See $50 [View article]
    Phred, for what it's worth, I chastised this author for that in his article yesterday. He didn't reply to my post but at least it shows he can indeed read. Unless this is just coincidence and I am flattering myself. I could be wrong.
    Oct 9, 2014. 04:31 PM | 12 Likes Like |Link to Comment
  • Opportunity In Freddie Mac And Fannie Mae [View article]
    The government stole from the big banks at the expense of people who worked and scrimped and saved. But they aren't going to be able to pull this one over, because it is indeed outright theft of private property.

    Had the government wanted to declare Fannie and Freddie insolvent and liquidate them, they should have done it rather than allowing "worthless" securities to be traded. Of course, they weren't thinking of anything except screwing the shareholders out of their hard earned savings.

    Hold the course.
    Oct 9, 2014. 11:34 AM | 3 Likes Like |Link to Comment
  • Lower Oil Prices Could Lead To The Shale Debt Bubble Bursting [View article]
    Yes, but at what cost to that society? Riots in the streets won't help a thing, and that's what ultra cheap oil will do. This is a game to put pressure on Russia, imo. I don't think we really know what goes on behind the scenes.

    But nothing cures low oil prices like low oil prices. After oil drops to $85 or so, there will be many shelved projects - which will ultimately raise the price again.
    Oct 9, 2014. 04:09 AM | 2 Likes Like |Link to Comment
  • Morgan Stanley cautious on Ford [View news story]
    Wouldn't the better mileage of the truck command a higher price from almost any buyer? That is a huge competitive advantage.
    Oct 9, 2014. 02:20 AM | 1 Like Like |Link to Comment
  • Micron Should Be Worried By Samsung's Plans For New $14.7B Chip Plant [View article]
    Excellent point. They'll have it up and running in about 4 years. That's a lifetime in this industry and hardly a reason to sell today.
    Oct 9, 2014. 12:31 AM | Likes Like |Link to Comment
  • SandRidge Mississippian, Permian trusts downgraded by RBC [View news story]
    Does it feel like as much of a steal now?
    Oct 8, 2014. 10:48 PM | Likes Like |Link to Comment
  • SandRidge Permian Trust: Hidden Value In SandRidge's Scraps [View article]
    Fast forward to October, how has SDRL done?
    Oct 8, 2014. 10:03 PM | Likes Like |Link to Comment
  • SandRidge Mississippian Trust I: Valuation Compelling After The Correction [View article]
    Not to beat a dead horse, but if anything has ever been in the hands of Tom Ward, I wouldn't own it. I have to side with Doug Johnson on this one. In a world where we have sub $90 oil, with production well below the official decline curve, I have to wonder when these wells die out. If I wanted to lower my investment risks and try to get a decent return, I'd go with a muni bond fund. I wouldn't sleep well at night owning this.
    Oct 8, 2014. 03:10 AM | 2 Likes Like |Link to Comment
  • Micron Should Be Worried By Samsung's Plans For New $14.7B Chip Plant [View article]
    The papayamon will also never read such tripe, because it has caused the papayamon to refer to said self in third person. The papayamon will talk to the papaymon in the mirror when he brushes the papayamon's teeth with the papayamon's toothbrush.
    Oct 7, 2014. 11:11 PM | 8 Likes Like |Link to Comment
  • Lower Oil Prices Could Lead To The Shale Debt Bubble Bursting [View article]
    I think this is something to consider for the producers who have tried to grow by racking up debt - and that's a lot of companies. Low oil prices and higher interest costs will create the perfect storm. Look at what has happened to coal. Those few who didn't take on massive amounts of debt will be in position to profit from the spikes as well as purchase assets at fire sale prices.

    I wouldn't touch the likes of HK or SD, even at these beaten down prices. I think it gets worse before it gets better. And yes, we'll see huge energy price spikes once the production bubble pops . In the meantime, we will party like it's 1999.

    This leads me to stash my money (for the most part) in financial, pharmaceutical and semiconductor companies. Cheaper energy (for a short time) will put a few extra dollars in consumer's pockets. I expect the U.S. economy to benefit in the short run.

    At today's prices, I like UPL. Next month, it could be a good deal cheaper to accumulate.
    Oct 7, 2014. 09:37 PM | Likes Like |Link to Comment
  • Micron Should Be Worried By Samsung's Plans For New $14.7B Chip Plant [View article]
    Please, do we have to deal with yet ANOTHER author who refers to himself in third person? It makes anyone look like a kook, dude. That weakens any argument you may have had. A very weak article, weakened further by your comments.
    Oct 7, 2014. 04:15 PM | 13 Likes Like |Link to Comment
  • Micron Should Be Worried By Samsung's Plans For New $14.7B Chip Plant [View article]
    Every company has a few SA contributors who continually prognosticate doom. Of course there will need to be more manufacturing capacity added. MU is in an enviable position.
    Oct 7, 2014. 01:23 PM | 6 Likes Like |Link to Comment
  • Why I'm Buying Up Coal Stocks [View article]
    I' m holding a little BTU at $11.35 and a little WLT as $2.28. WLT will move on a rumor and is most certainly priced for a buyout. BTU is a value pick with 20% upside by spring.

    What's gone on in the coal industry was unfathomable 2 years ago.
    Oct 5, 2014. 04:33 PM | Likes Like |Link to Comment
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