Seeking Alpha


Send Message
View as an RSS Feed
View Ray44's Comments BY TICKER:
Latest  |  Highest rated
  • Quote Of The Day – Friday, May 01, 2015 [View instapost]
    Treat everyone good and the let the chips fall where they may !
    The pursuit...not the guarantee....of happiness
    May 1, 2015. 10:54 AM | 1 Like Like |Link to Comment
  • Mr. Market Is Trying To Send Us A Message About Omega Healthcare [View article]
    the possibility of the interest rate rise is something that has more than a typical ying yang.

    IF rates rise
    1) the cost of borrowing and thus doing business hurt companies, especially REITS and utilities, and their stock decrease
    2)The Feds, at $18 tril in the hole, will certainly be shooting themselves in the foot--this is the main reason I think rates haven't risen
    3) even if rates rise a little, there will still be nothing to compare to the yields of these stronger REITS

    Follow Mr. Thomas closelt and watch your will be rewarded
    May 1, 2015. 10:50 AM | 2 Likes Like |Link to Comment
  • MannKind Corporation: A Good Risk/Reward Play For The Long Haul [View article]
    The next big news on MNKD is going to force one heckuva short cover. That will be beautiful and it's not even the main reason to own it. LONG !
    Apr 27, 2015. 02:45 PM | 1 Like Like |Link to Comment
  • Morgan Stanley: BofA's wealth management business can be bought for free [View news story]
    ML is driving earnings even though BOA has no clue how
    Apr 13, 2015. 10:32 AM | 4 Likes Like |Link to Comment
  • HollyFrontier's Best Days Might Be Over But It Still Merits A Look [View article]
    As a rule, I try to avoid international investing due to political and regulatory surprises. Beyond the oil glut, HFC's business seems to be at he Fed Govt's whims too with the RIN "tax". Ironic to say the least.
    Ant big players interested in buying their well placed assets as a merger or buyout? Mid Continent makes a lot of sense.
    Mar 25, 2015. 02:39 PM | Likes Like |Link to Comment
  • Yields heading south, but nobody wants REITs [View news story]
    rates will not rise materially. enjoy the low cost div reinvestment. material higher rates would be national suicide at 18 trill in the hole. the Fed does not want this on their watch
    Mar 18, 2015. 12:55 PM | 1 Like Like |Link to Comment
  • EIA: Oil production falling at Eagle Ford, Bakken, Niobrara shale plays [View news story]
    if our friend zbig is correct on taxes, that's about 33% tax. those evil evil energy companies. oops, I mean bureaucrats
    Mar 17, 2015. 10:03 PM | 7 Likes Like |Link to Comment
  • Exxon's Tillerson on M&A: "No limitation on what we might be interested in" [View news story]
    Ying yang to everything. all the regulations on fossil fuels will at some point boomerang. there are just too many bureaucratic costs to everything. the great saviors of alternative energy will be no different because govt appetite for funds is insatiable.
    Mar 16, 2015. 01:12 PM | Likes Like |Link to Comment
  • Whiting Petroleum reported to be seeking buyer, +10% premarket [View news story]
    Very volatile issue, timing is everything. sorta hate that, but there are going to be the big boys looking at this.
    Mar 11, 2015. 11:22 AM | Likes Like |Link to Comment
  • Whiting Petroleum reported to be seeking buyer, +10% premarket [View news story]
    seen this before
    Mar 9, 2015. 09:24 AM | 2 Likes Like |Link to Comment
  • Focusing On Repurchases Won't Hurt HollyFrontier Thesis [View article]
    agreed on the covered call. did very well on the holly frontier merger here and really like where these guys are located on the continent. oil will be more and more a national security concern and center country is a good place too. I see them as a unique player and will hold.
    Feb 22, 2015. 09:19 AM | 2 Likes Like |Link to Comment
  • Starwood Waypoint Residential Has All Of The Ingredients For Something Special [View article]
    just checking DonPaul, when do you think this disruption goes away? the article speaks to that fragmentation and this seems to be a growing, serious player. no Blackstone yet....but until the economy truly turns, these investments look good to me
    Feb 3, 2015. 08:59 AM | Likes Like |Link to Comment
  • Is Now A Good Time To Buy STAG? [View article]
    Been long since the last article...needed a monthly payer and added STAG and CSG about the same time. Happy camper here.
    Folks, watch your entries and do your own homework, but Mr. Thomas is kicking over some great stones !
    Jan 26, 2015. 08:46 AM | Likes Like |Link to Comment
  • Three Reasons To Avoid Patterson-UTI Energy [View article]
    book value at every research outlet I have seen has it between $20 and $25. tough to pick a bottom but picked $17 and $13.75. holding.
    Jan 19, 2015. 09:35 PM | Likes Like |Link to Comment
  • HollyFrontier Buying Opportunity [View article]
    Another thing to focus on is "mid-continent". If Keystone passes, I would think HFC benefits enormously. If not, refining and transporting oil is a national security risk. I like the mid-continent locale.
    Jan 8, 2015. 11:52 AM | 2 Likes Like |Link to Comment