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J 457

J 457
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  • Don't Expect Another Earnings Surprise From Alpha Natural Resources [View article]
    People said the same about homebuilders in 2008 and solar in 2011. Since then we've seen share prices gain 5x-10x from the lows. Rest assured, ANR and ACI and the coal sector is not going anywhere but up from here, and we're talking 3-4x gains at a minimum. In a bad economy less expensive coal will be the preferred source of energy. In a good economy met coal pricing will increase. Either way, you will do good long term with ANR. I also like ANR's RICE holdings and if they diversify further into NG (like CNX) the price will move up significantly. The author overlooked those two variables in forming his "bleak" opinion about ANR. I'm long ANR and will stay long for the swift rebound.
    Aug 14 11:30 AM | 7 Likes Like |Link to Comment
  • Arch Coal: Time To Get Going [View article]
    ACI and ANR are currently my largest holdings. I think both will triple in next 6-12 months.
    Aug 6 08:46 PM | 2 Likes Like |Link to Comment
  • Arch Coal's (ACI) CEO John Eaves on Q2 2014 Results - Earnings Call Transcript [View article]
    ACI to $10 by January. This is a generational buying opportunity, right here right now. For those of you with 1-2 year time horizons you'll do great.
    Jul 29 07:11 PM | 2 Likes Like |Link to Comment
  • Arch Coal: Moving Ahead Despite Challenges [View article]
    stocknerd, either you're not following along, or you're short the coal names. Wake up call...most US electricity comes from...coal. Most global electricity comes from...coal. Global coal use is spiking and has been on the rise for several years. Planned global coal plants are increasing year after year.

    The bigger question should be; why is the current administration "picking and choosing" winners and losers in the energy space? If the same level of funding was provided for carbon capture/improved coal technology as there is for solar and hybrid cars we would be years ahead of other countries.

    What do you have to replace coal with? Nuclear? Solar? Wind? All these combined won't come even close. You take away coal today and the US and world economy ceases. That's a fact. Please do some basic research and have at least a remedial understanding of the topic before spouting your "coal is dead" drivel. Fact is, like it or not, gasoline and coal will be with us for at least another 50-100 years. Maybe you can save us all and invent the next new energy source?
    Jul 17 10:28 AM | 12 Likes Like |Link to Comment
  • Advaxis Mirrors Imclone Systems Prior To Acquisition [View article]
    Here we are 6 weeks later, ADXS has gone down. For me, there are plenty of other baby-bios that offer better risk/reward.
    Jul 14 07:21 PM | 1 Like Like |Link to Comment
  • Advaxis Mirrors Imclone Systems Prior To Acquisition [View article]
    No, the uplisting was absolutely NOT necessary. It was sold to shareholders as a method to attract institutional investors. The R/S put ADXS above $5 for a very short while, and I'm not aware of any large institutional investors taking a position as a result. In other words, the R/S was not beneficial and instead cost many people hundreds of thousands of dollars.
    Jul 14 07:19 PM | 1 Like Like |Link to Comment
  • Focus is on Bakken buyout candidates after Kodiak's $6B takeout [View news story]
    Check out KWK at $2.35.
    Jul 14 05:02 PM | Likes Like |Link to Comment
  • Why I Bought Arch Coal [View article]
    "I expect ACI will follow PCX into BK." How would you possibly draw that conclusion? Lay out the case, because there is zero chance of ACI BK. Worst case they would shut down all mines are sit back eating away their cash reserves for 1-2 years until they (and others) starve the market and cause prices to spike. People misunderstand current global coal demand/usage, domestic usage, and historical demand over last ten years. ACI will be over $10 this time next year, if not $15. Coal will be similar to solar and homebuilders in 2012 when nobody would touch them before the 5x-10x rise in share price.
    Jul 14 04:51 PM | 4 Likes Like |Link to Comment
  • Permian Basin beats anew as heart of Texas oil production [View news story]
    I'm going to give you all an early xmas present. KWK, currently at $2.42, has about 105,000 acres in Wolfcamp and Bone Springs. As well as a 14 TCFE resource in British Columbia Horn River Basin. If it weren't for the 1.7 billion debt they would be a $15-$20 share. However, their Permian assets are booked at near nothing, and their Horn River assets are booked at only 1.5 BCFE.
    Jul 9 08:57 PM | Likes Like |Link to Comment
  • Apple roundup: iPhone 6 production, Touch ID, OIS [View news story]
    100k new jobs for China. Maybe a few new corporate marketing jobs for America to roll-out the new device. And does anyone really have to wonder why 50mm people are on EBT and the medium annual wage in America is $27k. Here you have it, another example from the folks at AAPL. Giving away America's wealth as quickly as they can. They are certainly not alone. $600mm to Egypt and new Apaches for the taking..but son's school is dilapidated, falling apart and "they" say no taxpayer funds to fix it. What's your priority? Let me guess..standing in line to buy the new IPhone6? Sometimes we get what we deserve.

    Jun 23 06:23 PM | 9 Likes Like |Link to Comment
  • Advaxis Mirrors Imclone Systems Prior To Acquisition [View article]
    I've been reading articles like this about ADXS for years. Years and years. Unfortunately I found ADXS back in 2008. Since then EVERY long, and I mean EVERY long term shareholder that held since then has been nearly completely wiped out with 90-95% losses. Tom Moore with Dan's help fleeced the shareholders with their uplisting reverse split scheme (some said illegal) sucking any value potential from long-term shareholders. They have no approved product, no meaningful license, no meaningful partner, and blow through cash like drunken sailors on weekend leave. Hate to be harsh, but I have the massive losses to prove it! I mean MASSIVE (will NEVER recover the $$) losses that went straight to help fund Tom Moore's million dollar compensation package. They had great potential, but just follow the money and you'll know where ADXS finally ends up. Comparing ADXS to Imclone is like comparing Radio Shack to Google. Due your research and look at the background before taking a leap. Tom still on the board? Still getting paid big bucks to "consult" for Dan? Diana Moore still there in PR? Good luck. Buy something with an approved drug, as you may be waiting another 5-10 years for one with ADXS who by the way has major competition with other much larger cash rich pharmas.
    Jun 2 08:43 PM | 7 Likes Like |Link to Comment
  • Although Quicksilver Resources And Forest Oil Are On A Razor's Edge, They Aren't Undervalued At The Current Levels [View article]
    Direct, I've followed KWK for over two years. While I still own shares the delayed HRB has me on edge. I'm taking Darden at face value when he has informed shareholders he's still working on a significant deal. If they can bring that gas to market with the Discovery LNG spin-off and Campbell Creek deep water port purchase last year then the share price should better reflect actual reserve valuation, in the $8-$10 range. The bondholders (who are typically much more sophisticated than equity traders) are not worried. However the percent of short shares is perplexing as some are no doubt a hedge by the bondholders, but certainly not all. This could be a huge upside surprise in the coming days/weeks if the inevitable short squeeze happens. I'm holding for now.
    Apr 19 11:23 PM | 3 Likes Like |Link to Comment
  • The Housing Market Is In Big Trouble [View article]
    Dave and Oil, most all the majors will NOT pull permit (start) until home is sold and in contract. The days of unending spec homes has ended and was replaced with the "built to order" business model. The starts are more telling, but also look to the cancellation rates increasing. Just left a 2 day builder seminar and there is some confidence, but I don't know where the money will come from to fuel the pent up demand as wages are flat or declining and lending restrictions are still in place. It will all come down to spring selling season and we'll know by April whether or not 2014 will be a good year or not. If the builders stock prices are still at these levels in the next 60 days and we're still seeing declining sales figures it will be the best short opportunity of the last few years. RYL, KBH, MTH top of the list...
    Feb 21 10:58 AM | Likes Like |Link to Comment
  • Broad coalition backs Keystone XL oil pipeline, adding pressure on Obama [View news story]
    BNSF hikes capital spending plan 25% to accommodate increased oil...sorry...looks like Keystone will not be built. Uncle Warren knows the answer already and seems confident his rails will prevail.
    Feb 4 08:19 PM | 1 Like Like |Link to Comment
  • Update On Magnum Hunter Resources [View article]
    KWK has Bone Springs and Wolf Camp acreage in West Texas and the Horn River Basin property in B.C. Both will be massive profit producers over time.
    Feb 2 07:10 PM | Likes Like |Link to Comment