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moseslarsen

moseslarsen
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  • Coal in a battle of "survival of the fittest," Citigroup says [View news story]
    You wouldn't think they could pile anymore on....I said more on. Cheers, Moses
    May 27, 2015. 03:12 PM | 1 Like Like |Link to Comment
  • The Incredible Ore Machine: BHP Billiton [View article]
    Sure as shooting, once I start a long position, some ridiculous nonsense that cannot be foretold begins...figures.

    Regards, Moses
    May 20, 2015. 01:20 PM | 3 Likes Like |Link to Comment
  • National Oilwell Varco declares $0.46 dividend [View news story]
    Agreed. If you have a bit of patience, this name is a ticket to very nice returns. Well run, well financed, appropriately aggressive via acquisitions when needed, etc. Looooooooong NOV.

    Regards, Moses
    May 14, 2015. 05:09 PM | 1 Like Like |Link to Comment
  • National Oilwell Varco declares $0.46 dividend [View news story]
    fidelity, mgmt will probably remain cautious and wait on upping the div again, until a bit of the volatility is shaken from crude. I assume you are not surprised by the move, considering what we have endured. NOV, like many others in this space, will be chewing into backlog for a few quarters, at a minimum. Hence, the hold on div increases. I bet they resume in a year or thereabouts...

    Cheers, Moses
    May 14, 2015. 04:14 PM | Likes Like |Link to Comment
  • Home boom on the way, says Morningstar [View news story]
    ...Debunker, hilarious comment! ^^

    As an urban planner in a hot urban/suburban market, there is truth to the first bulleted statement above...new build demand vanished from the suburbs after the great recession, and is returning as I type. I forecast these things for a suburban city (damned if I do, damned if I don't) as part of my job and I believe there is merit to the call, but it will be in selected markets. Regards, Moses
    May 12, 2015. 10:37 PM | Likes Like |Link to Comment
  • Notable earnings after Monday’s close [View news story]
    ^^Nope, it can't.
    May 11, 2015. 06:48 PM | Likes Like |Link to Comment
  • Notable earnings after Monday’s close [View news story]
    Dear FTEK, can you please get up off the mat? Please?! <groveling>
    May 11, 2015. 01:54 PM | Likes Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    ^^^^^Better than a stick in the eye. Of course, we may get the stick later.
    May 5, 2015. 01:23 PM | Likes Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    Thankfully DAG, you will never be Jim Cramer! With regards to TRN's present valuation, I couldn't resist adding a little more. Have a nice weekend, Moses
    May 1, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • Peabody Energy downgraded to Underperform at Imperial Capital [View news story]
    Maybe 'somebody' is trying to build a position in BTU while NG is sub $3...isn't it pushing through $2.75 today? Just a thought. Regards, Moses
    May 1, 2015. 11:33 AM | Likes Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    DAG, I went on faith this morning. I bought some more. Cheers, Moses
    May 1, 2015. 11:30 AM | 1 Like Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    DAG, You are 100% correct...they (SA) wouldn't have published a succinct "article" about buying TRN or any stock on faith! They would have removed you as a heretic and kook! Ha!

    Moses
    Apr 30, 2015. 01:18 PM | 1 Like Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    Chancer, the backlog still intrigues me...re customers avoiding TRN. We will have to watch numbers going forward. Cheers, Moses
    Apr 30, 2015. 12:30 PM | 2 Likes Like |Link to Comment
  • Risk/Reward Ratio Stacks Up For Peabody Energy [View article]
    I said a prayer, plugged my nose, and added to my BTU position. Playing with live ammo here...cycles are cycles for a reason, right? Cheers, Moses
    Apr 30, 2015. 12:20 PM | 4 Likes Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    DAG, I read the whole thing. Kudos.

    If you or me or the next person buy TRN now, its on faith. I contend that most of the equity purchases we all make contain an element of faith borne out of our willingness/desire to believe in something just a bit better around the corner.

    Certain people will disagree and state that they know the WHOLE story of the stock they are investing in...I will politely say that they are almost perfectly correct most of the time. We individual investors will never know the whole story until hindsight offers up some hints to what we missed.

    I will continue to hold and build my TRN position, based on how I feel things are going for TRN and the other holdings I possess. Valuations certainly are attractive and I wouldn't have bought in unless I believed in something just a bit better down the road. This could be a long slog for TRN...

    Regards, Moses
    Apr 30, 2015. 12:15 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
480 Comments
496 Likes