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Got That Swing

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  • Refuting A Short-Selling Solazyme Critic [View article]
    When, if ever, will SZYM become profitable? I believe SZYM's own projection is 2016 at the earliest? Long SZYM and nervous.
    Oct 18 02:08 PM | 1 Like Like |Link to Comment
  • BDCL Will Pay A Lower Quarterly Dividend, But Still Be Yielding 15.5% [View article]
    BDCL is at its 52-week low, so I bought some more today. MLPL is not near its 52-week low, so I would be nervous about getting it.

    I think the BDCs are being priced for a substantial recession risk, and they should bounce back sharply (assuming no recession, of course)
    Oct 10 08:15 PM | Likes Like |Link to Comment
  • BDCL Will Pay A Lower Quarterly Dividend, But Still Be Yielding 15.5% [View article]
    callable at what price, do you know?
    Oct 8 12:24 PM | Likes Like |Link to Comment
  • Here's What's Wrong With HYG [View article]
    closed end high yield is on sale: EHI, JDD, ERC, GHY, PCI
    Oct 6 10:47 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Global Weakness Drag Down The U.S. Economy? [View article]
    So Jeff, you are bullish, but you are shorting the market because your model, Felix, is telling you to do so. Maybe you should have a point/counterpoint in your column between Jeff and Felix. Let Felix speak in his own voice
    Oct 5 01:18 PM | Likes Like |Link to Comment
  • China's New Age Of Reform [View article]
    Great article.
    Sep 28 05:40 PM | 2 Likes Like |Link to Comment
  • BDCL Will Pay A Lower Quarterly Dividend, But Still Be Yielding 15.5% [View article]
    BDC Buzz appears to be right, based on the UBS ETRACS website.
    Sep 24 12:52 AM | 1 Like Like |Link to Comment
  • BDCL Will Pay A Lower Quarterly Dividend, But Still Be Yielding 15.5% [View article]
    BDC Buzz has been saying that PSEC is 10% of BDCL, but you have it at 1.6%. Who is right?
    Sep 24 12:49 AM | Likes Like |Link to Comment
  • Is Silver Wheaton Really The Best Way To Play Silver? [View article]
    This article makes me feel better about SLW. I don't want to be highly leveraged to the price of silver. I want to share in the upside and be protected against the downside. Long SLW and getting longer.
    Sep 21 03:55 PM | 3 Likes Like |Link to Comment
  • Linn Energy: The Asset Swap Is A Positive, But The Value Gap Remains Wide [View article]
    It's because I'm long LINE that I'm always interested in seeing well-reasoned negative articles like this. Note that the author actually praises the decisions made by LINE management even as he suggests LINE is still probably overvalued.
    Sep 21 03:25 PM | 5 Likes Like |Link to Comment
  • EU And U.S. Sanctions Drive Seadrill Down 19% And Exxon Out Of The Arctic [View article]
    Thank you for addressing these important issues. I was flabbergasted to see that the last few SDRL articles on Seeking Alpha did not even mention Rosneft and appeared to be blissfully ignorant of why the market is punishing SDRL in particular. Today I bought some more and will continue buying if it continues to decline.
    Sep 19 10:25 AM | 3 Likes Like |Link to Comment
  • Seadrill Ltd: When Will The Pain End? [View article]
    "Seadrill Ltd. (SDRL) suffered its longest losing streak in Oslo trading as the rig company controlled by billionaire John Fredriksen risks seeing its bet on Russia unwind on deepening sanctions from the U.S. and Europe." Bloomberg, 9-15-14, first paragraph.

    This short Bloomberg article mentions Rosneft around 10 times.

    But I have to give you credit, PV, you appear to know more about this than Casey. If you think it's insignificant - well, the market disagrees.
    Sep 17 07:50 PM | 1 Like Like |Link to Comment
  • Seadrill Ltd: When Will The Pain End? [View article]
    Yet another article on SDRL that makes no mention of the sanctions issue specifically directed at it, no mention at all of Rosneft. Is this some kind of practical joke? Surely these authors cannot be so ignorant. Can they?
    Sep 17 06:57 PM | 1 Like Like |Link to Comment
  • Medley Capital: An Attractive Hedge For BDC Portfolios [View article]
    Great article. Now it's a battle of the titans between this guy and BDC Buzz.
    Sep 16 09:25 AM | 3 Likes Like |Link to Comment
  • Seadrill: Should You Double Down Now And Go All In Close To Seadrill's 52-Week Low? [View article]
    I cannot believe the author does not discuss the sanctions issue that puts Seadrill specifically at risk. The word "Rosneft" appears nowhere in the article. Does the author even know what is going on? Long SDRL but scared.
    Sep 16 07:28 AM | 9 Likes Like |Link to Comment
COMMENTS STATS
257 Comments
274 Likes