moseslarsen

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  • Coal sector gains on Supreme Court delay on proposed regulations  [View news story]
    Wez, simple answer: A person who does not share the same outlook as me. But I enjoyed reading your SA profile...Regards, Moses

    Not that it matters, but I taught earth science to 9-12 graders in the 90s including the topics of climate change, global warming, and the greenhouse effect.
    Feb 12, 2016. 10:37 AM | Likes Like |Link to Comment
  • Coal sector gains on Supreme Court delay on proposed regulations  [View news story]
    WR, I agree. The 'Denier' tag sure puts people in a .....lockbox, doesn't it?!

    Regards, Moses
    Feb 11, 2016. 06:35 PM | Likes Like |Link to Comment
  • Coal sector gains on Supreme Court delay on proposed regulations  [View news story]
    equity9, like you, I have beat this drum before (CH4, and the other bad boys which are worse than CO2 when speaking of ozone destruction)...methane capture at the source would significantly impact O&G operators across the country, pushing some wells into being closed due to increased cost/decreased margin...not to mention how weird it would look to scan a large cattle operation and see hundreds of thousands of cattle with strange strap-on methane collectors snapped to their rumps...

    I have to bring a little levity to this discussion because this is a wicked problem that is mired in geopolitical morass that directly impacts large scale economies through multiple industries...Nevermind the fact that this problem degrades the air we all breath. The science is fascinating, but many don't have the inclination to learn about what is really going on at an atmospheric level.

    For the record, I am getting my azz handed to me in coal, oil, oil services, and other energy related equities that I am long...I am also getting spanked in small cap/micro cap pollution control companies, that I thought would act as a sort-of hedge during this time, but as I have found out, there is no where to run...except to cash, and I am too late for that.

    Regards, Moses
    Feb 10, 2016. 04:38 PM | 2 Likes Like |Link to Comment
  • The Real Reason Behind This Selloff  [View article]
    Well bobcat2, I guess that's why its called a cycle, eh? That doesn't lessen any of our pain, but deep down inside, we all knew this was coming...Regards, Moses
    Jan 20, 2016. 01:04 PM | 2 Likes Like |Link to Comment
  • The Insanity Of Trinity Industries' Descent  [View article]
    Thank you for the update, Daniel. Full disclosure: I am biased as I am long TRN after doing my own due diligence and committing hard earned capital to this name. I will continue to add to this position as long as I deem this company to be extremely undervalued. (I am also long UNP and WAB...with the potential to buy some CSX if it gets juicy enough in this sell off...) Gas under $2 also pads the numbers of trucking concerns, but this too shall be short lived...

    Big picture: this has just been a brutal stretch for many of us longs. My holdings are getting clobbered, but remember that these are paper losses. If you don't sell into that loss you haven't given up your capital. Right now, things looks pretty terrible. Some may argue with me, but fundamentals still matter. The fundamental picture at TRN, in my opinion, is still very valid. It's your ability to remain patient and focused on your process and longer term goals that gets called into question. Hang on everyone.

    The lawsuit does seem a tad bit frivolous and drawn out (but then again aren't most of them??), but it is still an element that must be considered if you are mulling over whether or not you want to join us as partial owners of TRN.

    Cheers, Moses
    Jan 20, 2016. 12:38 PM | 1 Like Like |Link to Comment
  • I See Pain Ahead For Wabtec  [View article]
    Putting aside Faiveley for a minute, small bolt on acquisitions will continue to make WAB a better company overall, as the last 14 years have shown. Emerging nations still require transit/rail infrastructure, as you can see by continued business growth in Africa. Closer to home, US regulation change will drive additional sales for years, even if those regs get pushed out a bit by the Tier 1s complaining.

    I do not believe WAB mgmt. is going to stop being smart about accretive deals, even if they are relatively tiny in comparison to Faiveley. As an aside, didn't Wabtec sell some assets to Faiveley years ago? Faiveley valued them up and now Wabtec wants them back...I know #s are down a bit, but 2014 to 2015 comparables have been painful to all tier 1s and other related rail companies as well as WAB.

    Faiveley may take longer to get done, but if its still accretive in late 2016, that doesn't hurt my feelings. Maybe I'm just an optimist...Regards, Moses
    Jan 14, 2016. 04:42 PM | Likes Like |Link to Comment
  • I See Pain Ahead For Wabtec  [View article]
    SE, opened my long in WAB tow days ago...cheers, Moses
    Jan 14, 2016. 01:13 PM | Likes Like |Link to Comment
  • IBM's Profits Hit An All-Time High  [View article]
    I truly appreciate all the pessimism swirling around IBM. Personally, I would love to continue to build my full position at prices like today's or lower. Keep the negatives coming! Cheers, Moses
    Jan 14, 2016. 01:11 PM | 5 Likes Like |Link to Comment
  • IBM's Profits Hit An All-Time High  [View article]
    Echoing Brian's thoughts above, I added to my IBM stake two days ago. Talk to me about total returns in 24-36 mos...Long IBM. Turn that ship, baby. Regards, Moses
    Jan 14, 2016. 11:59 AM | 6 Likes Like |Link to Comment
  • Union Pacific Corp. Selloff Overdone  [View article]
    Ray, thank you as usual. <-- I do not say that lightly. Very few authors on SA garner my full attention, and you my friend, are shortlisted. Not only did I add to my UNP position yesterday, I <finally> opened my NUE position...thanks for all the chats through the years. Regards, Moses
    Jan 13, 2016. 12:32 PM | 3 Likes Like |Link to Comment
  • Bull Economy  [View article]
    Hey double N, thanks for the missive.

    In other contrarian news, I bought or added to positions in UNP VFC IBM WAB and NUE today cause the sky is falling, right?! My investing motto for this year - great companies at good prices. Bon chance... Cheers, Moses
    Jan 12, 2016. 06:43 PM | 3 Likes Like |Link to Comment
  • 3 Great Energy Prospects For 2016  [View article]
    Daniel, thanks for the update. What is your holding period for your top three equity holdings? Cheers, Moses
    Dec 31, 2015. 10:36 AM | Likes Like |Link to Comment
  • My Worst Ideas For 2016  [View article]
    This is absolute crap! CRAP I say! <I need more. Write MORE!> Happy new year, Chris!

    Regards, Moses
    Dec 29, 2015. 02:31 PM | 1 Like Like |Link to Comment
  • Energy Fuels beats by $0.02, beats on revenue  [View news story]
    sofasurfer2, I own both...good choices...Regards, Moses
    Dec 24, 2015. 11:59 AM | Likes Like |Link to Comment
  • A Slew Of Good News For Oil  [View article]
    Chippy55...yup and yup. WTS...wind turbine syndrome. I even read accounts where people were getting sick from the shadow pattern produced by the moving blades...as the sun shone through them into homes. No joke.

    Cheers, Moses
    Dec 18, 2015. 02:44 PM | Likes Like |Link to Comment
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