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Copious28

Copious28
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  • Over 20% Upside For EMC [View article]
    If vmw were spun off, I'd expect the majors to be scooping up parts. Oracle would do well to buy vmw, for example.
    Jun 6, 2015. 08:20 AM | 1 Like Like |Link to Comment
  • PPL tumbles after spinoff completion, analyst downgrade [View news story]
    I am sure that is one reason it sold off.
    Jun 2, 2015. 04:09 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Here Comes The GDP Revision [View article]
    That's because they have moved to Texas. Dallas is blowing up. Oil downturn hasn't phased the state.
    May 29, 2015. 08:05 AM | 2 Likes Like |Link to Comment
  • Preferred ETFs: 5-6% Yields, But What Are The Risks? [View article]
    Thank you for the article. I was using PFF as a holding bucket (its free to trade on Fidelity), but was wondering what the risk profile looked like.
    I would have liked for you to go into more detail about PFXF, or even name some other, more diversified names.

    My assumption was that if PFF is paying 6%, then it has to be carrying some elevated risks.
    Apr 30, 2015. 07:16 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Greek Bailout Extension Clears German Hurdle [View article]
    It will be tied up in courts for a while. I'm not up in arms yet.
    Feb 27, 2015. 08:10 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Investors Watch For Next Phase Of Greek Deal [View article]
    JC, Come visit Texas. Then you will see what growth looks like.

    Of course, that said, there is some concern around oil money drying up. But the economy here looks a whole lot different than 1990.

    ~Copious
    Feb 23, 2015. 10:25 AM | 1 Like Like |Link to Comment
  • Fracking Bust Deepens, Sets Records [View article]
    The "E" in E&P has stopped. But the wells they already drilled are producing oil. Most companies have 60% hedged through 2015 and they are pumping to that point.
    Natural Gas prices are only moving up temporarily, probably an effect of the winter storms. Its extremely volatile.
    Gasoline is a by product of oil and has its own supply and demand. Steel workers on strike and the shutdown of $XOM refinery in California are having an effect.
    This cant end well.
    Feb 22, 2015. 10:10 AM | Likes Like |Link to Comment
  • Tsipras declares victory [View news story]
    The US has natural resources, items we manufacture and export, as well as the all mighty dollar (just a short list). What does Greece have?
    Feb 22, 2015. 10:03 AM | 2 Likes Like |Link to Comment
  • The Limited Vista Brings Us Back To Orbital Sciences [View article]
    Thanks, I went back and re-read and answered my own question.
    Feb 2, 2015. 01:47 PM | Likes Like |Link to Comment
  • Shorting Realty Income Is A Bad Idea [View article]
    Just look at May 2013. The hint of interest rates rising sent all REITs down quickly. That will easily happen again, especially with the run up recently. That works into their thesis.
    Jan 30, 2015. 08:19 AM | Likes Like |Link to Comment
  • Shorting Realty Income Is A Bad Idea [View article]
    If you are short O, arent you also paying the monthly dividend?
    Jan 29, 2015. 02:04 PM | 2 Likes Like |Link to Comment
  • The Limited Vista Brings Us Back To Orbital Sciences [View article]
    I see Orb at about $30.25 and ATK at $130.92. .449 of $130.92 = $58.78. Any idea what is holding Orb back?

    http://seekingalpha.co...
    Jan 28, 2015. 12:27 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: ECJ Adviser Backs ECB Bond Plan [View article]
    Of course, retail sales missed, so my question might be moot.
    Jan 14, 2015. 09:02 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: ECJ Adviser Backs ECB Bond Plan [View article]
    Couple of questions to your thought: if oil price is driven by more supply, and not a drop off in demand (the rest are potentially a repricing from strong dollar/low oil price), and we blow the doors off of Q4, how does this change your view? With the US driven by consumption, and the consumer has more money to consume with, I'm thinking spending is higher throughout 2015.
    Jan 14, 2015. 08:37 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Eurozone Prices Fall For First Time Since 2009 [View article]
    Another obvious point: storage is required for all this video/content creation.
    Jan 7, 2015. 08:25 AM | 1 Like Like |Link to Comment
COMMENTS STATS
420 Comments
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