Matthew Smith's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/435899/comments http://seekingalpha.com/article/1496512/comments?source=feed#comment-19922942 19922942 Thu, 13 Jun 2013 08:08:27 -0400 http://seekingalpha.com/article/1493612/comments?source=feed#comment-19880202 19880202 Wed, 12 Jun 2013 08:50:40 -0400 http://seekingalpha.com/article/1482001/comments?source=feed#comment-19824162 19824162 Mon, 10 Jun 2013 23:13:40 -0400 http://seekingalpha.com/article/1456431/comments?source=feed#comment-19823972 19823972 Mon, 10 Jun 2013 23:05:50 -0400 http://seekingalpha.com/article/1459361/comments?source=feed#comment-19823912 19823912 Mon, 10 Jun 2013 23:04:15 -0400 http://seekingalpha.com/article/1479361/comments?source=feed#comment-19823852 19823852 Mon, 10 Jun 2013 23:02:47 -0400 http://seekingalpha.com/article/1481781/comments?source=feed#comment-19823792 19823792 Mon, 10 Jun 2013 22:59:20 -0400 http://seekingalpha.com/article/1484751/comments?source=feed#comment-19823742 19823742 Mon, 10 Jun 2013 22:58:01 -0400 http://seekingalpha.com/article/1482001/comments?source=feed#comment-19662811 19662811 Wed, 05 Jun 2013 23:39:31 -0400 http://seekingalpha.com/article/1466601/comments?source=feed#comment-19410601 19410601 Thu, 30 May 2013 08:51:42 -0400 http://seekingalpha.com/article/1463961/comments?source=feed#comment-19359781 19359781 Wed, 29 May 2013 07:04:06 -0400 http://seekingalpha.com/article/1459451/comments?source=feed#comment-19315281 19315281 Tue, 28 May 2013 08:34:02 -0400 http://seekingalpha.com/article/1456431/comments?source=feed#comment-19191431 19191431 Thu, 23 May 2013 23:10:12 -0400 http://seekingalpha.com/article/1452931/comments?source=feed#comment-19191331 19191331 Thu, 23 May 2013 23:07:35 -0400 http://seekingalpha.com/article/1452931/comments?source=feed#comment-19191321 19191321 Thu, 23 May 2013 23:07:12 -0400 http://seekingalpha.com/article/1456431/comments?source=feed#comment-19165931 19165931 Thu, 23 May 2013 11:54:48 -0400 http://seekingalpha.com/article/1439791/comments?source=feed#comment-18942891 18942891 Fri, 17 May 2013 10:35:39 -0400 http://seekingalpha.com/article/1439711/comments?source=feed#comment-18934991 18934991 Fri, 17 May 2013 07:49:31 -0400 http://seekingalpha.com/article/1423511/comments?source=feed#comment-18720671 18720671 Sat, 11 May 2013 21:10:15 -0400 http://seekingalpha.com/article/1423511/comments?source=feed#comment-18720651 18720651 Sat, 11 May 2013 21:09:51 -0400 http://seekingalpha.com/article/1423511/comments?source=feed#comment-18720601 18720601 Sat, 11 May 2013 21:07:07 -0400 http://seekingalpha.com/article/1423511/comments?source=feed#comment-18720571 18720571 Sat, 11 May 2013 21:03:48 -0400 http://seekingalpha.com/article/1306471/comments?source=feed#comment-18487001 18487001 URG) a bit. Time to start accumulating on the summer dip. ]]> Mon, 06 May 2013 08:51:51 -0400 URG) a bit. Time to start accumulating on the summer dip. ]]> http://seekingalpha.com/article/1398711/comments?source=feed#comment-18484161 18484161 Mon, 06 May 2013 07:04:47 -0400 http://seekingalpha.com/article/1303551/comments?source=feed#comment-18349981 18349981
The trade you did in GPOR was for risk as I remember, taking money off of the table and you did so by selling calls against the position...which was not a bad idea as it gave you a bit more via the premium...obviously you were confident the shares were not going to go too much lower (as I suspect you would have sold the position entirely then).

ROSE is being dragged down by the secondary and debt issuance, but long term it is positioned like GPOR, great company with prime assets. Hard to go wrong with Eagle Ford and Permian exposure, right?

If you have done your DD on BCEI, which I know you have, PDCE has probably come up. Generally speaking somewhat similar. They rally together so maybe not diversified enough for you.

Best of luck.]]> Thu, 02 May 2013 09:12:03 -0400
The trade you did in GPOR was for risk as I remember, taking money off of the table and you did so by selling calls against the position...which was not a bad idea as it gave you a bit more via the premium...obviously you were confident the shares were not going to go too much lower (as I suspect you would have sold the position entirely then).

ROSE is being dragged down by the secondary and debt issuance, but long term it is positioned like GPOR, great company with prime assets. Hard to go wrong with Eagle Ford and Permian exposure, right?

If you have done your DD on BCEI, which I know you have, PDCE has probably come up. Generally speaking somewhat similar. They rally together so maybe not diversified enough for you.

Best of luck.]]> http://seekingalpha.com/article/1303551/comments?source=feed#comment-18292361 18292361 Tue, 30 Apr 2013 19:01:33 -0400 http://seekingalpha.com/article/1357901/comments?source=feed#comment-18292271 18292271 Tue, 30 Apr 2013 18:58:25 -0400 http://seekingalpha.com/article/1370241/comments?source=feed#comment-18292241 18292241 Tue, 30 Apr 2013 18:57:16 -0400 http://seekingalpha.com/article/1375551/comments?source=feed#comment-18217991 18217991 Mon, 29 Apr 2013 08:48:22 -0400 http://seekingalpha.com/article/1375551/comments?source=feed#comment-18217771 18217771 Mon, 29 Apr 2013 08:44:45 -0400