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  • FXCM: This Equity Is Nearly Worthless [View article]
    Has daily been a day-traders dream.
    Jan 23, 2015. 09:14 PM | Likes Like |Link to Comment
  • Verizon misses by $0.02, beats on revenue [View news story]
    Buy, Buy, Buy. Long VZ
    Jan 22, 2015. 09:04 AM | 3 Likes Like |Link to Comment
  • Money Dries Up For Oil And Gas, Layoffs Spread, Write-Offs Start [View article]
    This article from S&P Capital IQ sheds a little more light on the subject of prospective defaults.

    On the flipside, a 50-60% across-the-board reduction in capex spending will eventually lead to a rebalancing of supply with demand putting a floor under WTI. Looking at the "On Balance Volume" on $OIL gives the appearance that the bottom is close.
    Jan 18, 2015. 01:28 PM | 3 Likes Like |Link to Comment
  • Money Dries Up For Oil And Gas, Layoffs Spread, Write-Offs Start [View article]
    M&A wasn't mentioned, nor the cash poor companies sitting on oil-rich properties that are ripe for takeover, meaning those companies whose debt is not that great relative to their assets. The majors would do well to enhance their property holdings here and elsewhere around the world and just wait.

    I agree that it's safe to say that the bottom isn't yet in for the small E&P companies, but for the bigger players, maybe it is. No one is going to ring a bell.
    Jan 18, 2015. 10:49 AM | 2 Likes Like |Link to Comment
  • Gold Stocks Already Turning Up In The New Year [View article]
    Should the price of oil stay down, say $50 or less, the coming financial tsunami that hits when hedging begins expiring will make gold a safe haven. What we may be seeing are investors positioning in anticipation of this coming event. This would be the simplest explanation that requires the fewest assumptions.
    Jan 10, 2015. 03:40 PM | 3 Likes Like |Link to Comment
  • Reuters: Sell-side sours on energy stocks more than any sector [View news story]
    I read recently that the number of times that analysts are actually correct is somewhere around "0"%. On the other hand, market makers are expecting major integrated oil companies to disconnect their pricing from the price of oil and those companies that are well capitalized will do just fine meaning in their own opinions that the majors should begin to go up. So, does an investor listen to analysts, or market makers? Long MRO, CVX.
    Jan 6, 2015. 08:27 PM | 5 Likes Like |Link to Comment
  • $60B in Canadian projects in peril as oil investment plunge echoes 1999 [View news story]
    My own assessment is that the industry is in chaos as E&P companies determine at what price points various projects will be profitable. What projects are shut down and which ones continue to run needs to be sorted out. I see the industry working through this process right now. This will lead to renewed order in the industry and stabilization in pricing. Longer term, as I see it, the threat of shale producers coming back on line, as well as more expensive projects, will keep oil prices suppressed until cheaper sources are exhausted which translates into less expensive oil for a long time. Raise the price of oil and lose market share. It will be interesting to see how this affects countries that have based their economies on oil revenues as they sort through this profitability analysis.
    Jan 4, 2015. 04:59 AM | 1 Like Like |Link to Comment
  • Why Halliburton Stock Is A Good Investment Opportunity [View article]
    Here is the press release on the deal:
    Nov 21, 2014. 12:49 PM | Likes Like |Link to Comment
  • Update: American Realty Capital Properties - Filing Issues Not Going To Help The Stock [View article]
    Building a position a little at a time; Attractive numbers (P/E, P/B, Div).
    Nov 20, 2014. 09:41 PM | Likes Like |Link to Comment
  • Lesson Learned: I Was The Sucker [View article]
    No sweat Brad. It's always nice to have one or two speculative bets in the bunch. A person just needs to know which ones are speculative. I bought my first 100 shares of ARCP today. Maybe in a few days, I'll buy a 100 more. ARCP is going to get their clock cleaned by everyone from old grannies all the way up to the SEC. Eventually the dust will settle. In the interim, I'll watch with amusement and a very small bet that they'll get cleaned up - eventually.

    I read everything you write and have come to recognize that you know what you're doing. You have my respect and admiration. And it's always good to remember they crucified the only perfect person.
    Oct 31, 2014. 01:26 PM | 4 Likes Like |Link to Comment
  • Disaster Strikes For American Realty Capital Properties [View article]
    Give it 3 days.
    Oct 29, 2014. 12:22 PM | 7 Likes Like |Link to Comment
  • The Consensus Estimate For China And US Is WAY Off Of Reality [View article]
    No one lives in the "real" world anyway. Between the media hype, fiat currency, the Fed, made up "wars" on one race or gender or another, and on and on - nothing is real. So what do you do in the markets? Follow the trend and don't worry about the rest. Who cares anyway.
    Oct 25, 2014. 06:58 AM | Likes Like |Link to Comment
  • Let's Make Some REIT Hay While The Sun Is Shining [View article]
    Sep 26, 2014. 12:37 PM | 1 Like Like |Link to Comment
  • The Fed Should Raise Rates Now; However, It Won't [View article]
    Raising interest rates in the face of stagnant wages and cost-push inflation would decimate our economy.
    Sep 11, 2014. 05:16 AM | Likes Like |Link to Comment
  • Medley Capital: BDC Risk Profiles [View article]

    I'm using and on both the 200-ema & 200-sma, MCC is trading above both 200 day averages. Additionally, on both charts MCC is showing a Golden Cross (more recently on the sma chart).
    Sep 9, 2014. 01:18 PM | 1 Like Like |Link to Comment