bigazul

bigazul
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  • 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
  • Qualcomm Under Attack From All Sides - I Am Avoiding The Stock  [View article]
    While some P/E "normalization" was to be expected, I'm still not completely sold on the negative story here. At around 60 QCOM is a buy/add in my book. We may looking at a case of setting a low bar to beat 2-3 quarters down the road. I'm not saying this should be a reason for buying....
    Jan 29, 2015. 11:48 AM | Likes Like |Link to Comment
  • UPS -8.2% on weak Q4 results; warns on 2015 as well  [View news story]
    so much for that cheap fuel story.
    Jan 23, 2015. 09:27 AM | 4 Likes Like |Link to Comment
  • WSJ: ECB QE proposal calls for €50B per month  [View news story]
    http://bit.ly/1GwJIqe

    found it
    Jan 21, 2015. 03:45 PM | 1 Like Like |Link to Comment
  • WSJ: ECB QE proposal calls for €50B per month  [View news story]
    what time is the announcement?
    Jan 21, 2015. 03:36 PM | Likes Like |Link to Comment
  • Biggest day for oil in more than two years  [View news story]
    leaving oil alone now, it's a roulette spin now. The time to short was yesterday on that BS rally. I'm not smart enough to call the medium-term.
    Jan 15, 2015. 03:30 PM | 1 Like Like |Link to Comment
  • Never Trust A Central Banker...  [View article]
    If the Swiss thought that the Euro was going to stabilize any time soon, they would have stuck it out. Hard to comprehend why they did it the way they did, but they obviously have no faith whatsoever in the future of the Euro and were desperate to move before the EU easing was announced.
    Jan 15, 2015. 12:18 PM | 3 Likes Like |Link to Comment
  • Biggest day for oil in more than two years  [View news story]
    what's impressive is nat gas
    Jan 14, 2015. 03:54 PM | Likes Like |Link to Comment
  • U.S. Oil Plays Strength, Prices And Potential  [View article]
    people seem to forget that pain in natural resources is unlike any pain in the market when it happens
    Jan 14, 2015. 03:51 PM | Likes Like |Link to Comment
  • Biggest day for oil in more than two years  [View news story]
    yep...everyone rushing for door to roll positions...total trap for everyone that just went all-in on $EOG and the like.
    Jan 14, 2015. 03:38 PM | 2 Likes Like |Link to Comment
  • Lofty Dividends With MEGA Brands In Mattel's Hands  [View article]
    Better targeted product lines and management that (only my opinion) is more in tune with dynamics of rapid changes in trends. This could change someday, but for now MAT seems to be play catch-up.
    Jan 14, 2015. 02:16 PM | Likes Like |Link to Comment
  • U.S. Shale Oil: What Doesn't Kill Me Makes Me Stronger  [View article]
    Even so, more than once companies like XOM have rolled into the mid-single digit PEs.
    Jan 14, 2015. 02:01 PM | Likes Like |Link to Comment
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