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papayamon

papayamon
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  • Walter Energy Leaves The Worst Behind And Embarks On The Road To Recovery [View article]
    Wow is all I can say. The people who knew this downgrade would be coming out and shorted made a killing.
    Mar 20 06:18 PM | Likes Like |Link to Comment
  • Depressed Coal Stocks' Valuations Justified Due To Prevalent Difficult Business Conditions [View article]
    Undoubtedly, it's a great opportunity for those who are in the position to make big bets while they issue the upgrades and downgrades.
    Mar 20 12:13 PM | Likes Like |Link to Comment
  • FOMC: Rate hikes coming sooner and faster [View news story]
    Another buying opportunity. That's what this brings.
    Mar 20 02:32 AM | 1 Like Like |Link to Comment
  • Can Russia Cause A Run On U.S. Debt? [View article]
    Crimea is an economic wasteland. The people are sick of it. Ukraine's policies have failed. The VAST majority want to secede. Do they have any right to self determination? Does it have to be unanimous to meet your standards? I suppose you know what's better for the Crimeans than they do?

    Russian is by far the dominant language in Crimea.. not Ukrainian. These people identify as Russians - maybe you can't tell the difference, but I assure you they can.

    You see, I could as easily state.. what's the difference between Koreans, Chinese and Japanese? They are all the same to me. Heck, I can't tell the difference, so they must be very similar. How does that sound to you?
    Mar 20 01:13 AM | Likes Like |Link to Comment
  • Depressed Coal Stocks' Valuations Justified Due To Prevalent Difficult Business Conditions [View article]
    Bought 4k shares of wlt around $9. I think we see a bounce to the mid $10's - once the market realizes that next year is a pretty long runway to a rate hike.
    Mar 19 09:35 PM | Likes Like |Link to Comment
  • Walter Energy Prices $200 Million Offering of Senior Secured Notes and $350 Million Offering of Senior Secured Second Lien PIK Toggle Notes [View article]
    WLT is over 10 in the next 2 weeks. Still not doing well but it's off the ventilator and on a venti mask :).
    Mar 19 09:30 PM | Likes Like |Link to Comment
  • Can Russia Cause A Run On U.S. Debt? [View article]
    What we have here is fear mongering. The Crimeans, who speak Russian, have Russian culture (because, they ARE Russians) don't want to be a part of Ukraine. They WANT to be part of Russia. So this equates to Russia invading and conquering Poland? That's just silly.
    Mar 19 02:09 PM | 2 Likes Like |Link to Comment
  • Can Russia Cause A Run On U.S. Debt? [View article]
    Bigjohn, why don't you read a history book? The Crimeans were NEVER Ukranians, and Crimea was only lumped together with Ukraine in an arbitrary way by Kruschev, and that remained when the Soviet Union fell apart. It has absolutely no parallel to California becoming a part of Mexico.
    Mar 19 02:00 PM | 1 Like Like |Link to Comment
  • Why Prem Watsa Of Fairfax Financial Put 15% Of His Portfolio Into SandRidge Energy [View article]
    Hey, I'd sure like to buddy up to CEO's of the companies I invest in too. Not to mind that it's an unfair advantage over other shareholders.
    Mar 19 01:53 PM | Likes Like |Link to Comment
  • Can Russia Cause A Run On U.S. Debt? [View article]
    Good article. Russia is in fact going to be the one shelling out to support Crimea - it needs huge subsidies and it won't come cheap.

    Aside from all this, I support the right of the Crimean people to have autonomy. If they overwhelmingly want to join Russia, let them. This is much ado about nothing.
    Mar 19 12:52 PM | 2 Likes Like |Link to Comment
  • Why Prem Watsa Of Fairfax Financial Put 15% Of His Portfolio Into SandRidge Energy [View article]
    Dude, in a changing market place, IT'S THE CEO'S JOB to steer the company to higher margin products. It's not like Ward was the first to think of this, and if he had any sense, he'd have acquired something other than the Miss Lime. He didn't even have enough sense to get the company positioned to be a low cost natural gas producer. Instead, SD is stuck with the WTO deal and paying OXY through the nose for penalties related to the Century Plant. Are you seriously saying for Ward's performance he deserved to be paid more than the CEO of Exxon? Because the company only went from $26 to $5, instead of losing everything?

    I actually had coffee come out my nose when I read your post. It made me laugh that hard.

    This is about a board of lackeys who tried to do everything possible to help Ward stay at SD until he bled it dry. It would already be crashed had Ward stayed on. No reasonable person could possibly think Ward was worth the money, the perks, the side deals, etc.. that he leached off the shareholders at SD. This is a great shame upon our capitalist system. The poison pill the board tried (overthrown by court) to put SD in a position of default should the bod be changed and Ward be fired was the ultimate in sleazy behavior. Watsa knew intimately well of the whole situation, yet voiced his support of his good buddy Tom Ward.

    I don't care what Watsa says at this point. It's what he already said and did that I am judging him on. He isn't worthy to lick the bottom of Dinakar Singh's shoe in my honest opinion.
    Mar 19 12:24 PM | 1 Like Like |Link to Comment
  • Fannie Mae: What To Do After Yesterday's Plunge [View article]
    i dumped my shares at 4.18. saw that gain and figured... this can't last.
    Mar 18 03:16 PM | 1 Like Like |Link to Comment
  • Putin moves towards annexing Crimea [View news story]
    Look at this realistically. The Crimeans are certainly Russians. They never were Ukranian. The organization into Ukraine is a holdover from the old Soviet Union days. Does anyone really doubt that that Crimeans overwhelmingly identify themselves as Russians? The entire thing is silliness. Let them join Russia. It isn't like an invasion of Ukraine - and painting it that way simply denies the historical and cultural context or Crimea.
    Mar 18 07:44 AM | 1 Like Like |Link to Comment
  • SandRidge Mississippian Trust I - PV-10 Update Reveals 'Pig In A Poke' [View article]
    Unfortunately, it's been my experience that the only ones who get dollars out of these lawsuits are attorneys. The retail investor gets pennies - if anything at all.

    Ward was brilliant at one thing: using top dollar legal teams. I'm sure they've got all the I's dotted and the T's crossed.

    SD's current management is interested only in getting rid of any obligations to the trusts and they are going to do it the least expensive way they possibly can.

    I really hate to hear of investors lose so heavily. I can only imagine what it would be like to see what you worked so hard for disappear like this. My sympathies with you.
    Mar 18 06:44 AM | 2 Likes Like |Link to Comment
  • Chesapeake files for possible spinoff of oilfield services [View news story]
    Long jan 2015 $22 options on chk. I suppose i would also get options on the new company as well, with a value pro-ration between?
    Mar 17 10:32 PM | Likes Like |Link to Comment
COMMENTS STATS
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