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kgerickson

kgerickson
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  • Accounting Irregularities Knock Down ARCP: Buying Opportunity Or Enron Part 2? [View article]
    My thoughts exactly. Not much news here, just another investors guess.
    Oct 30 01:59 PM | 2 Likes Like |Link to Comment
  • Amid panic selling, American Realty Capital sets 3 PM ET conference call [View news story]
    Thanks for the call. Got a chance to cut my 30% loss to 20% . No questions???? Thats a first.
    Oct 29 03:58 PM | Likes Like |Link to Comment
  • Amid panic selling, American Realty Capital sets 3 PM ET conference call [View news story]
    one minute into call...technical problem. Can't make this stuff up.
    Oct 29 03:23 PM | Likes Like |Link to Comment
  • Amid panic selling, American Realty Capital sets 3 PM ET conference call [View news story]
    3:08... a lot of music. Par for the course
    Oct 29 03:08 PM | Likes Like |Link to Comment
  • Accounting issues at American Realty Capital; heads roll [View news story]
    ARCPP interesting here at 21.... 8% yield should be safe. A definite buy if it could trade down to 20+.
    Oct 29 10:34 AM | Likes Like |Link to Comment
  • Accounting issues at American Realty Capital; heads roll [View news story]
    5 cents would be the best case. These reviews always seem to find more than originally disclosed and given all the deals over the last 6 months... watch out.
    Oct 29 07:59 AM | Likes Like |Link to Comment
  • Seadrill Ltd.: I Don't Care About Analyst Downgrades, I Will Buy More Seadrill Shares Today [View article]
    Risk management.... what is that? 8/21 why not use selloff to buy 11% yielder (37). 9/16,9/29/10/2,10/14 same recommendation.
    Oct 27 09:28 AM | 4 Likes Like |Link to Comment
  • Bovespa on watch as Rousseff squeaks by [View news story]
    Traded around 6 last week. Might take a 50% position if it hits that level again. Bigger position if a lower low.
    Oct 27 05:50 AM | 1 Like Like |Link to Comment
  • Oil & Gas Correction Scorecard: The Dawn Of A Recovery? [View article]
    Wow..... great work. The first article I will actually print out. I suspect we will have more pain ahead because of supply/demand reasons. Thanks.
    Oct 23 03:25 PM | 1 Like Like |Link to Comment
  • Ambev Provides A Buying Opportunity [View article]
    Getting really interesting here at 6.04 (10/23). Will look to pull the trigger on Monday unless it pops up because of election. Hoping for a nice drop on monday am.
    Oct 23 12:53 PM | Likes Like |Link to Comment
  • Tesoro Logistics, LP: Buy The QEP Deal Dip? [View article]
    Not saying #'s don't add up.... just that there is more to the transaction for TLLP then the day 1 numbers (I'm sure you recognize this) and this needs to be considered. The market voted after the deal was struck and QEP was rewarded modestly. If I was long TLLP prior to the deal, I wouldn't be to happy with the market verdict....but I'm not..... I bought it around 56 yesterday because I believe it is now priced properly. As far as selling TLLP to buy QEP, I believe they are very different investments with different investor bases. If you are a MLP div/growth investor, I would compare TLLP to other similar business, not QEP
    Oct 22 12:48 PM | Likes Like |Link to Comment
  • Tesoro Logistics, LP: Buy The QEP Deal Dip? [View article]
    Thank you for the analysis. I'm not sure if your #'s match up with the info presented on the conf call. They are describing the purchase as immediately accretive, looking at 20m in immediate synergies, and significant organic growth opportunities over the next two years.

    With the 4% div increase announced in the cc, you are getting a 4.6% yield. Historically, a 4.6% yield has been a very good entry point. If you managed to side step the decline from 75 to 53, 55+ might prove to be a good risk/reward entry point
    Oct 22 08:53 AM | Likes Like |Link to Comment
  • John Reed a critic as Citi dismantles his vision [View news story]
    "cost cutting will have a negative impact over the long term"?

    They should have been put in bankruptcy 6 years ago. The business model and management failed.
    Oct 21 03:54 PM | 1 Like Like |Link to Comment
  • 5 Myths About SeaDrill That Could Cost You Real Money [View article]
    Nice writeup. Myth #4 will bring you plenty of attacks.... average down div investors don't seem to grasp the concept of total return versus a market benchmark. The more they average down... the smarter they think they are.
    Oct 17 03:45 PM | 8 Likes Like |Link to Comment
  • Recent Carnage In The E&P Sector Makes Oasis Petroleum A Great Buy [View article]
    Bought yesterday at 30+. Nice 10m volume 2 days ago... good LT support around 30, USO with a P&F buy signal this am. I think the risk/reward relationship is good here.
    Oct 17 09:04 AM | Likes Like |Link to Comment
COMMENTS STATS
194 Comments
391 Likes