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losbronces

losbronces
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  • TetraLogic Pharma rally attributed to cancer cure hopes [View news story]
    Getting slammed right back down into the close. Only up 2% now.
    Jan 15 03:29 PM | Likes Like |Link to Comment
  • Dummy's Case For Buying OPK [View instapost]
    I bought into OPK based on reading a presentation by Lakewood Capital, a fund shorting the shares. IMO, the presentation was so poorly done that I bought in after the attack was initiated. This has worked for me before and I expect it to work in this case as well. Of course, I did some additional DD prior to buying shares, but Lakewood's presentation piqued my interest.
    Jan 10 12:36 PM | 1 Like Like |Link to Comment
  • Why Lionsgate Will Be A Tiger Over The Long Term [View article]
    Good luck to them, but the last book of the "Divergent" series might just kill the films off before they really get started. "Allegiant" (the last book of the series) has been panned, even by Roth fans. Should be interesting to see how they handle a series consisting of two good books with a stinker of a book at the end. Of course they can always change the ending for the film series.

    Certainly the "Jason Bourne" series of films are not true to Ludlum's books (Bourne's wife in the books is killed off in the second film and his handler in the first film) and those have been successful.
    Jan 5 12:14 PM | Likes Like |Link to Comment
  • Vanguard Natural adds Wyoming gas and oil properties for $581M [View news story]
    The press release includes the magic words:

    "Immediately accretive to distributable cash flow at closing"
    Dec 30 10:46 AM | 3 Likes Like |Link to Comment
  • Sierra Metals Is Set To Double In 2014 [View article]
    No, you call your broker at Scottrade and tell the broker you want to buy Sierra Metals, symbol SMT on the Toronto exchange. They will provide a quote and then you can place your order. I would recommend a limit order.
    Dec 30 07:59 AM | Likes Like |Link to Comment
  • Sierra Metals Is Set To Double In 2014 [View article]
    You have to call your broker at Scottrade to make that trade. It does cost more to trade TSX stocks (that are not otherwise available in the US) due to the need to use the phone.
    Dec 29 06:35 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    (PSEC) is interesting in that it takes a dive at least once each year when you look at the charts; however the timing doesn't seem predictable. It doesn't really do secondary offerings now as they issue shares as needed. Here is a link to an SA article by a guy does a good job of covering BDCs (imo at least): http://seekingalpha.co.... He has a buy recommendation on it.

    I have PSEC in two accounts, and I am dripping in one of those. Otherwise, I wouldn't buy it over $11. YMMV
    Dec 20 08:46 AM | Likes Like |Link to Comment
  • Atlantic Power's Debt Burden Looms Large Over The Stock [View article]
    Thanks Alberto.
    Dec 14 11:44 AM | Likes Like |Link to Comment
  • Atlantic Power's Debt Burden Looms Large Over The Stock [View article]
    The preferreds sound interesting, but I couldn't find a listing for those. What is the symbol?
    Dec 14 10:55 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I know that some of them have been disappointing in terms of rapid declines. The issues may be location specific.

    As you point out, the US oil production rate is still increasing. I'm just not completely convinced though as the spending on wells has also been impressive.
    Dec 11 09:50 AM | 1 Like Like |Link to Comment
  • Global Ship Lease: Smooth Sea, 18% Journey Ahead [View article]
    Congratulations, your article seems to have started a run today. Its up over 6% and already above the average 10-day daily volume in the first 15 minutes.
    Dec 11 09:44 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Context is everything. In the late 90s all of the oil majors were planning for $10/bbl oil. Almost no exploration was going on in the US for oil, so no need for oil services. And the small operators were just trying to survive.

    You could buy heavy equipment in Houston very cheaply, 300-ton cranes, 100 Mwatt gas-fired cogenerators, dozers, etc. I suggest that (HAL) wasn't the only oil-patch company with problems at that time.

    Could it happen again (i.e., low oil prices)? Of course it could. But I suspect that some of those horizontal wells will decline faster than some think.
    Dec 11 09:22 AM | 5 Likes Like |Link to Comment
  • BlackBerry's BBM Is A Threat To Facebook And Twitter, Here's Why [View article]
    And I thought Fairfax was rejected because they couldn't come up with the financing.

    The "for sale" sign on the company also lost a number of corporate accounts for $BBRY. Have they signed up any new ones or are corporate customers still leaving?
    Dec 9 10:26 AM | 1 Like Like |Link to Comment
  • Happy Repeal Day [View instapost]
    Two fingers of the Quinta Ruban, neat.
    Dec 5 04:00 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Exactly, it is going to happen. The votes are there. Do it right, do it once.
    Nov 12 10:33 AM | Likes Like |Link to Comment
COMMENTS STATS
575 Comments
965 Likes