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bigazul

bigazul
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  • Kraft Foods, H.J. Heinz Merger To Drive Significant Potential Synergy And Dividend Growth Opportunities [View article]
    Energy, all the food companies will be in play for awhile now. Might be a good trade.
    Mar 25, 2015. 10:40 AM | Likes Like |Link to Comment
  • Disney's Dividend Growth Outlook Is Outstanding [View article]
    Own the company in my IRA, hate the annual payment. This is unfortunately one of those stocks that is NEVER on sale...well, maybe once every 10 years or so. It is always painful to buy it.
    Mar 25, 2015. 10:18 AM | 1 Like Like |Link to Comment
  • Carrizo Oil And Gas Shows Why It Has The Best Assets [View article]
    A great reminder that there are always companies that buck even the most fierce bear markets. Carrizo recovered for a good reason, nothing random here. I missed the trade, so I'm not in it. But I would consider it if I saw some smart acquisitions.
    Mar 25, 2015. 09:46 AM | 1 Like Like |Link to Comment
  • It's Time To Start Shorting The U.S. Dollar [View article]
    The author is obviously excited by the little rally the Euro just had.

    I put this article right up there with the guy that was planning to hold leveraged ETFs indefinitely, because the market was doomed to fail, sooner or later. With the USD basically being about the only major currency NOT in a devaluation cycle...I just don't know where to start...yikes!

    ...not to mention that many of these other currencies are from resource-based economies (materials priced in US$) that are getting crushed right now.

    I call this "second-guessing the facts."
    Mar 24, 2015. 04:16 PM | 10 Likes Like |Link to Comment
  • It's Time To Start Shorting The U.S. Dollar [View article]
    Let's see... nope.
    Mar 24, 2015. 03:29 PM | 3 Likes Like |Link to Comment
  • Chevron Stock At The Magic 4% Yield Mark [View article]
    Long-term, I'm a believer in CVX, COP, etc... but majors have all hit the mid-single digit P/Es before. No reason to be in a hurry. The damage to earnings has not played out yet.
    Mar 20, 2015. 09:55 AM | 5 Likes Like |Link to Comment
  • The Worst Is Not Over For Mattel [View article]
    Two words for you... STALKER BARBIE...lot's of bad media already.
    Mar 19, 2015. 10:36 AM | 2 Likes Like |Link to Comment
  • Twitter: Why It's Still A Short [View article]
    Don't own it, but I get the feeling that TWTR is going to surprise the crowd. Interestingly, there's not as much short-interest as I would have expected.
    Mar 17, 2015. 02:27 PM | Likes Like |Link to Comment
  • BHP Billiton - Is It The Right Time For This Basic Materials Giant? [View article]
    You Aussies love to hate your miners. No doubt BHP has made some really poor growth decisions over the past few years; and their labor practices are know in the media to be ... not the best. Unfortunately, that's how it usually goes for a big commodity company. If and when investments pay off, it takes a long time.

    As for the POT attempt, it did seem a rather odd pick. Canada was bound to block that. I would like to see them get into the fertilizer business though. Lots of other vectors there.

    Don't own it, BTW. Always close to pulling the trigger, but never have the conviction.
    Mar 16, 2015. 10:46 AM | Likes Like |Link to Comment
  • Philip Morris Yield Surges Past 5.00% [View article]
    none that I see...see Bill's comment.
    Mar 11, 2015. 02:33 PM | Likes Like |Link to Comment
  • Philip Morris Yield Surges Past 5.00% [View article]
    didn't say it was smart talk, ha. It was more based on the premise that the reasons for spinning the company out (legal protection) have been "mostly" put to bed back in the U.S., therefore...
    Mar 11, 2015. 02:30 PM | 1 Like Like |Link to Comment
  • Philip Morris Yield Surges Past 5.00% [View article]
    Never doubt the descendants of $MO when it comes to financial engineering. MO was my first stock ever in the 80's. I've heard random chatter (less than rumors) about MO actually buying back into PM if the USD got really nuts...not betting on it though.
    Mar 11, 2015. 02:11 PM | 4 Likes Like |Link to Comment
  • Precious metals retreat as jobs report points to rate hikes [View news story]
    I stopped trying to predict the movement of silver and gold a long time ago. That being said...I do buy coins for my kids, and I'll buy some at this level. Just to be clear, silver coins.
    Mar 6, 2015. 10:38 AM | 4 Likes Like |Link to Comment
  • Down ~75%, CARBO Ceramics Is Too Attractive To Pass Up [View article]
    Maintaining a short position in flat action could get a little expensive.
    Feb 23, 2015. 03:49 PM | Likes Like |Link to Comment
  • Down ~75%, CARBO Ceramics Is Too Attractive To Pass Up [View article]
    Does the dividend take a hit?
    Feb 23, 2015. 03:47 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,069 Comments
1,796 Likes