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papayamon

papayamon
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  • 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
  • The Linn Energy Upstream MLP Model May No Longer Be Working [View article]
    How hedged in LINE? My concern is falling oil prices - for the next couple of years.
    Oct 3, 2014. 05:51 PM | Likes Like |Link to Comment
  • Are Commodities Waving Red Flags For Stocks? [View article]
    For what it's worth, if gas drops , that effectively puts $$ in everyone's pocket.

    This stimulates demand because the vast majority of people will spend every dime on something else. Not good for the investors in oil producers, but good for everyone else. That is until the next oil spike. In the meantime, it's time to buy oil producers who aren't up to their eyeballs in debt.
    Oct 3, 2014. 03:21 PM | 3 Likes Like |Link to Comment
  • EXCO Resources: What Just Happened? [View article]
    agreed. this is a bottomless pit, considering the stock offering backstopped by ross and co at $5. Boone Pickens was the smart one.
    Oct 2, 2014. 04:41 PM | 1 Like Like |Link to Comment
  • Rite Aid's Recent Sell-Off Provides Opportunity For Long-Term Value Investors With $6.60 Fair Value Price Target [View article]
    The saving grace for consumer spending is that energy costs are going to be cheaper, which puts $$ in everyone's pocket, especially those who spend every cent they get. This will help retailers, and even drug stores.
    Sep 30, 2014. 04:57 PM | Likes Like |Link to Comment
  • Barron's And Goldman Sachs Say Buy Bank Of America [View article]
    Awesome comment, absolutely on point, and unfortunately to be deleted by the "editors", if we call them that. For the life of me, I cannot figure out why SA degrades their site by allowing such nonsensical inane prattle to be repeated ad nauseum. No specific content, just unsupported allegations of fraud, fraud and more fraud... which adds NOTHING to the discussion.
    Sep 28, 2014. 02:25 PM | 2 Likes Like |Link to Comment
  • Current Valuations Remain Attractive As Rite Aid Looks To Support Long-Term Growth [View article]
    I would agree that I am over invested in this stock, relative to my net worth. However, that's my style of investing, which has worked well for me. I look for a good fundamental story with beaten down shares, and then sell once I get a decent pop to an amount I'm more comfortable holding. I really like the demographic trend here. RAD could also be a buyout candidate or have an activist investor take a position. Any decent news will bring us back to $6. Selling 1/2 takes me down to selling the balance at $4.50 without losing money. I think there's double digits in the future here.

    RAD is doing many things right. They are remodeling approximately 10% of the stores this year alone. The margin issues will be addressed as they have a huge footprint that will be attractive to many pharmaceutical manufacturers. Good luck to all longs, may the shorts roast in hell :).
    Sep 28, 2014. 01:36 PM | Likes Like |Link to Comment
  • Current Valuations Remain Attractive As Rite Aid Looks To Support Long-Term Growth [View article]
    long 39k shares at 5.25 ish... hoping for a bounce to $6 on next earnings call, where i sell 1/2.
    Sep 28, 2014. 12:04 PM | 1 Like Like |Link to Comment
  • It's Not Peabody Energy's Fault [View article]
    Wilbur is trying to find his rear end after he lost it in XCO.
    Sep 26, 2014. 01:14 PM | Likes Like |Link to Comment
  • Pain Might Continue For SandRidge In The Short Term [View article]
    My doubts are not so much about the competency of management, but rather the quality of the Miss Lime. Tom Ward left this company in such a mess (on top of everything else), that given the quality of the rock.. it's a very, very deep hole to dig out of.
    Sep 26, 2014. 08:28 AM | 2 Likes Like |Link to Comment
  • After Hour Gainers / Losers [View news story]
    WLT up 4%.... what is that, 8 cents?
    Sep 25, 2014. 10:33 PM | Likes Like |Link to Comment
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