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Rose_Colored_Glasses

Rose_Colored_Glasses
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  • NYSE invokes Rule 48 as futures tumble further [View news story]
    I just picked the wrong time in my life to try to clean up my alcohol problem.
    Sep 1, 2015. 09:36 AM | 9 Likes Like |Link to Comment
  • Ensco Has Become A Great Value Play [View article]
    Yeah - to me - any post on ESV is not worth the paper it isn't written on. Buyer beware.
    Aug 31, 2015. 01:11 PM | Likes Like |Link to Comment
  • Ensco Has Become A Great Value Play [View article]
    Worst stock I ever owned - period. I took the advice of D4L and I sold it when the divvy was cut. Hated taking a bath like that - but indeed it saved me from another few months of pain and wretchedness here. Bad sector - stay away. Complete slaves to oil. If you want to bet on oil bet on a company with more capability to ride the waves and stay afloat. Throw a dart at XOM, CVX, COP, PSX and you will get a better divvy and better chance for success.
    Aug 31, 2015. 01:09 PM | Likes Like |Link to Comment
  • After A Tumultuous August, What Will September Bring? [View article]
    I agree wholeheartedly with you - but the fact is that they will use the official statistics and choose not to raise rates IMHO.
    Aug 31, 2015. 01:04 PM | 1 Like Like |Link to Comment
  • After A Tumultuous August, What Will September Bring? [View article]
    Thanks for the post Bret - always enjoy your work.

    The discussion over the fed rate is just absurd. Obviously they will not raise the rate despite all their BS and discussion about it. Why would they? To curb the runaway inflation that does not even pretend to exist? To make the dollar stronger? I wish they would just set up and say we are not going to raise the rate if it is stupid to do so.
    Aug 27, 2015. 02:59 PM | 2 Likes Like |Link to Comment
  • The Mysterious Selloff [View article]
    The strong dollar shows just how nervous the globe is. You get ZIR and yet everyone flows to the dollar. IMHO - the world is teetering.
    Aug 24, 2015. 02:49 PM | 1 Like Like |Link to Comment
  • Micron And Intel: Non-Volatile Memory Is Exploding [View article]
    Really enjoyed the article - thank you. Something strange in Denmark on this though. Really odd the behaviors of the 2 companies on the same JV. Hoping INTC knows more and has a better grasp than MU - I imagine they do - they probably have more design and marketing engineers than MU has employees.
    Aug 19, 2015. 08:31 AM | Likes Like |Link to Comment
  • Wal-Mart lowers full-year profit guidance [View news story]
    Will not worry too much about these guys - actually it is amazing what these companies are doing given their FX issues. The issue has been so dramatic to me that I am thinking of closing up shop in Mex. WMT, KO, MCD still showing some semblance of profitability. I am long WMT - think they will be the last man standing - and are a safe purchase anytime they are at or under 15 PE.
    Aug 18, 2015. 10:44 AM | 1 Like Like |Link to Comment
  • Crude Oil: The Divergence Of Rig Count, Oil Price And Production Explained [View article]
    I will defend the author on this one - I think his point is a good one. Reacting and turning around the oil industry is like trying to turn around a battleship - it takes time. In this case he does a good job of estimating and providing insight in to this adjustment.

    To me, it is key to understanding - because it looks as if I have about 3-4 more months of pain (stupidly overweight oil investor here) until the oil industry significantly adjusts its production rates to the market conditions.
    Aug 17, 2015. 05:10 PM | 4 Likes Like |Link to Comment
  • Crude Oil: The Divergence Of Rig Count, Oil Price And Production Explained [View article]
    I am with you boxman - the printing of money causes inflation. Of all the criticism you can give the administration in the states, QE has been an absolute smashing success as a monetary policy. Brilliant. All the fear mongers that said it would drive uncontrollable inflation (I am looking in the mirror on this) were wrong to this point. You look at Greece - it is a disaster - dummies cannot print money - gave that right away to the EU.

    The problem we have seen is that monetary policy cannot fix all - and at some time you need economic policies that drive real growth. That don't tax working folks to pay for those that can and don't. Unemployment rate needs to go down because people are gainfully employed and not just because they are discouraged workers or underemployed. Participation rate is a big deal. Wage deflation is a big deal. Where are the economic policies to attack and mitigate them?
    Aug 17, 2015. 05:03 PM | 1 Like Like |Link to Comment
  • Tesla: Another Reset Of Expectations [View article]
    Nice article Bill - I have 2 comments:

    1. I see the actual results, the improvements in actual EPS and the company is obviously showing growth there. I do not see the huge deal about being in the 50-55K ranges as opposed to the 55K forecast. Seems reasonable, especially given the currency crisis in a lot of countries.

    2. However, your other point is exceptionally strong - what the heck is happening that they cannot get closer on guidance? How do you end so far off on stuff when your actual volumes are sort of inline with your commitments. It does make you think that the are spiffballing.
    Aug 17, 2015. 02:53 PM | 1 Like Like |Link to Comment
  • Does Tesla Management Have Any Credibility Left? [View article]
    I find Tesla a very interesting company and I follow it even though I will not own the company just because it doesn't fit my objective/strategy. If you put a gun to my head - IMHO it is a buy for 2 reasons:

    1. Even if you are disappointed in 50-55K vehicles it still would represent a prox 50% growth and there just aren't that many companies in that neighborhood right now.

    2. Say what you want about Musk - but he has been masterful at getting the best FCF possible - he gets free money from the feds and will continue to do so. The pols would rob the spare change from Social Security before letting this guy go bad.
    Aug 7, 2015. 11:58 AM | Likes Like |Link to Comment
  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    Maybe I am just naïve - but I really think they could not announce earlier just due to testing results, and solidifying the data. It would be at least borderline manipulative to withhold solid positive news to get a good buyback price. Most companies worth their weight in salt program their buybacks specifically to avoid the appearance of manipulation.
    Jul 28, 2015. 02:01 PM | 3 Likes Like |Link to Comment
  • McDonald's (MCD) CEO Steve Easterbrook on Q2 2015 Results - Earnings Call Transcript [View article]
    Congrats and continued blessings Limed
    Jul 23, 2015. 07:28 PM | 1 Like Like |Link to Comment
  • Free Cash Flow Struggles Continue At ConocoPhillips [View article]
    Barking up the wrong tree on skepticism on the leadership commitment to the divvy. Of all my stocks - this leadership team is the best on my personal metric - "saying what we will do and doing what we say". It is a simple, but important metric. Go back and look how the divvy was handled from the great recession through the PSX spinoff - will tell you all you need to know.
    Jul 23, 2015. 03:22 PM | 5 Likes Like |Link to Comment
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