Seeking Alpha

losbronces

losbronces
Send Message
View as an RSS Feed
View losbronces' Comments BY TICKER:
Latest comments  |  Highest rated
  • Intel: $48 Per Share In 4 Years [View article]
    Don't forget GS doesn't always talk their own book. At times they are buying while they tell people to sell (and selling while they are telling people to buy). This activity on their part is well documented.
    Mar 23 02:48 PM | 19 Likes Like |Link to Comment
  • Cramer Dumps Linn, Should You? [View article]
    (KMP) was also flamed by various publications related to accounting for maintenance costs. So that seems to be an odd rotation for Cramer.
    Mar 12 12:07 PM | 14 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    In reference to Hillary's comment, how is the U.S. going to protect its citizens in these hotspots when it can't even protect a U.S. ambassador?
    Sep 19 08:50 AM | 14 Likes Like |Link to Comment
  • Linn Energy Just Can't Catch A Break [View article]
    That is not the first time Bloomberg came with an article against E&P MLPs. They did that last year too.
    Mar 24 01:03 PM | 12 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Well, that simply can't be done on the scale required to replace Russian natural gas supplies.
    Mar 24 08:38 AM | 12 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    It still beats the alternative of having governments make all decisions with regard to the allocation of capital.
    Jul 31 08:35 AM | 12 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Does anyone really want to fly on a plane with 329 other passengers? More time to load, unload, more center seats. Not something I would be looking for as an airline customer.
    Jun 18 08:23 AM | 12 Likes Like |Link to Comment
  • Former GE CEO Jack Welch rips Pres. Obama's support for a millionaire's tax as "a transfer payment. You take it from one pan, put it in the other. It doesn’t work." On the administration: "They are spenders... They don’t believe jobs come from the private sector. They believe government creates jobs."  [View news story]
    Yes, Bill did a great job with the internet boom in full swing and having a Republican Congress in 6 of his 8 years in office.

    He also gave us the repeal of the Glass-Steagall Act and the Bank Holding Company Act. That worked out well didn't it. In my opinion, he substantially aided the rise of China Inc. as well.

    The sad thing is, he wasn't anywhere near to being the worst president in my lifetime.
    Oct 6 06:47 PM | 12 Likes Like |Link to Comment
  • Oil moves to new highs for the day following news the U.S. will ask the UNSC to approve a resolution authorizing a wide range of military options against Libya. The Obama administration now believes a no-fly zone by itself will be insufficient to save Benghazi from Gaddafi's forces.  [View news story]
    This is a recipe for disaster. More millitary options--just say no.
    Mar 17 11:04 AM | 12 Likes Like |Link to Comment
  • Is CVR Refining's 22% Yield Too Good To Be True? [View article]
    Here is CVRR's response to the new EPA requirements: http://bit.ly/15qb3DM. They indicate minimal capital will be required to comply.

    The distributions will vary from quarter to quarter depending on the refining margin. That has been clearly stated in the prospectus, so no you cannot count on the same distribution every quarter. But at least they won't be borrowing money to try and maintain a fixed distribution. So imo they won't wreck the business to maintain a distribution.

    If feed-stock oil prices drop, margins tend to increase. Oil prices are high now, but do you expect that trend to continue? If you do, you should stay away. However, if you use diesel or gasoline, I think having a refiner that pays flow-through distributions is not a bad thing.

    And yes you will receive a K-1 instead of a 1099, so taxes will be more difficult to calculate. I know that will keep many from considering this an investment no matter what the returns might be.

    I'm in, and I've sold OTM calls too. Part of any investment is how you manage it.

    YMMV...
    Jul 18 04:08 PM | 11 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The thing that is notable is the Chinese are spending less than $US 200 billion for all of those projects. The U.S. has increased debt by trillions and what is there to show for it?
    Sep 7 08:14 AM | 11 Likes Like |Link to Comment
  • Salesforce.com Can't Tell You Where Its Revenues Come From [View article]
    Author stated: "Clearly Salesforce is a phenomenal success, and investors should remember that a quality business and quality financial reporting need not go hand in hand."

    Enron and Worldcom were also phenomenal successes for awhile. Enron even got favorable reviews from Alan Greenspan as an example of the "new economy." Caution is advised.
    Mar 6 05:35 PM | 10 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Putin was already a major player in the ME. Russia already has a naval base in Syria and Syria decided against allowing the construction of a natural gas pipeline that the Arab Gulf nations wanted. That leaves Putin largely in control of natural gas in Europe.
    Sep 10 08:05 AM | 10 Likes Like |Link to Comment
  • Hank Greenberg, former AIG chief and still a big investor in the firm, takes issue with views attributed to Treasury officials that the government doesn’t want to leave too much room for AIG investors to reap a windfall from their stock. It's “disgraceful to say they don’t want me or shareholders to make money... It sounds like the old Soviet Union." (earlier)  [View news story]
    The government damn well better not leave anything on the table.

    It amazes how Hank Greenburg is completely shameless (I know he is not the only one). He should just shut up and be grateful that he gets anything as a shareholder.
    Sep 30 03:20 PM | 10 Likes Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    I would stay out of Ecuador. Rafael Correa is headed for a "president for life" position. Hugo Chavez helped place him in power (Hugo provided the money for his campaign) there and he is a Chavista. So imo, there is an increased risk of the government taking your investment. Its already happened with some mining ventures.

    Even the Caterpillar dealer moved its headquarters to Panama. That is a vote of no confidence from a long-term Ecuadorian enterprise.
    Aug 26 09:46 AM | 9 Likes Like |Link to Comment
COMMENTS STATS
637 Comments
1,065 Likes