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Bigsmitty

Bigsmitty
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  • Today's Market: Healthcare Mergers And Acquisitions And Drug Concerns, PR Stunt Goes Bad [View article]
    Express Scripts symbol is ESRX
    Mar 23, 2015. 02:41 PM | Likes Like |Link to Comment
  • Will Silver Wheaton's Latest Deal With Vale Turn A Positive Return? [View article]
    Lior, Thanks for taking the time to run the numbers. It appears to be a good long term deal for SLW. Smitty
    Mar 9, 2015. 05:40 PM | Likes Like |Link to Comment
  • Ship Finance International's (SFL) CEO Ole Hjertaker on Q4 2015 Results - Earnings Call Transcript [View article]
    Computer, I'm with you. I am increasing my holdings in both SFL and SSW. I love this business. Smitty
    Feb 28, 2015. 11:38 PM | Likes Like |Link to Comment
  • American Railcar: Opportunistic Idea? [View article]
    Takeone, I agree with you, the peers are GBX and TRN, not operating railroads. The comparison is similar to evaluating Ford by looking at FedEx. Thanks, Smitty
    Feb 15, 2015. 07:47 PM | Likes Like |Link to Comment
  • Freeport-McMoRan - Well-Positioned For Future Growth [View article]
    Thanks for adding the link, now I can understand your thesis. I appreciate your article since I have been following FCX for about two months. I'm just not sure at what price point, I should pull the trigger and start purchasing the stock. Thank you, Smitty
    Feb 11, 2015. 02:32 PM | 3 Likes Like |Link to Comment
  • Economics Of Rig Scrapping [View article]
    Profit, Thanks for putting some numbers out for possible break even points for older rigs. Obviously, this will vary from company to company, but it does give a clear starting point for evaluating the possibility of scrapping old rigs. Smitty
    Feb 8, 2015. 12:05 PM | Likes Like |Link to Comment
  • 2014 In Review: Best Of The Silver Bullet Awards [View article]
    Jeff, Thanks for the excellent review. Here I was stocking up on chickens so that I could sell them at a huge profit when oil turns around. Smitty
    Dec 30, 2014. 09:42 AM | Likes Like |Link to Comment
  • Gold Stocks Roundup - NFL Edition [View article]
    Charles, What a great way to compare gold miners. I am somewhat depressed since I own AUY and root for the Jets. Just a terrible combination! Recently AUY has rallied just like the last 2 weeks with the Jets. They have both come up short. Thanks for a fun article, Smitty
    Dec 22, 2014. 02:02 PM | Likes Like |Link to Comment
  • This Is The Third Most Attractive Time To Buy AT&T In The Past Generation [View article]
    Jakedawg, Take a look at RRD and SSW. Smitty
    Dec 20, 2014. 02:57 PM | Likes Like |Link to Comment
  • Seadrill Continues To Suffer From Rosneft Overhang [View article]
    Anthony, I always enjoy your detailed analysis and once again you are right on the mark. I have a few hundred shares of SDRL as a spec and a large position in NE as a long term (2-3 years) investment. Hopefully, oil will increase in the future. Thanks, Smitty
    Dec 20, 2014. 02:32 PM | 2 Likes Like |Link to Comment
  • Chevron: Like It At $120 And $69 [View article]
    Money Madam, I enjoyed reading your post and it got me to look at your blog. After spending almost an hour going through your philosophy and reading your posts, I have added your blog to my list of Favorites. Thank you, Smitty
    Dec 17, 2014. 02:44 PM | Likes Like |Link to Comment
  • Two Reasons Why Lawsuit Against Seadrill Is Not Justified [View article]
    This is America. A law suit does not have to have merit. Just a judge (read: another lawyer) who will allow it into court. Smitty
    Dec 9, 2014. 11:46 AM | Likes Like |Link to Comment
  • Santa's Custom Made Preferred REIT Portfolio [View article]
    Philipsonh, Thanks for clearing that up for me. I am always learning. Smitty
    Dec 8, 2014. 02:36 PM | 1 Like Like |Link to Comment
  • Santa's Custom Made Preferred REIT Portfolio [View article]
    Brad,
    I am a big fan of your columns because I have learned about REITs from them and because I have been able to make some money based on your recommendations.
    This particular column is, in my opinion, misleading. You calculate the yield to call at 6.08% but you do not subtract the capital loss that would be incurred because all of these preferred shares were bought at a premium to the call price.
    Thanks, Smitty
    Dec 8, 2014. 08:42 AM | 4 Likes Like |Link to Comment
  • Peak What? Is It Safe? [View article]
    Nattering Naybob, I have really enjoyed reading your article. Your quotes and your sarcasm are very funny. Your listing of stocks at the end of your article has tricked the editors into sending notices out to potential readers that should get you many, many views and the subsequent remuneration. Congratulations!! Smitty
    Nov 12, 2014. 08:44 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
144 Comments
140 Likes