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moseslarsen

moseslarsen
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  • Medtronic completes takeover of hearing implant developer [View news story]
    D Rock..., you should look up the CEO of Nucor steel. Zero fluff. Zero. Regards, Moses
    Mar 27, 2015. 08:39 PM | Likes Like |Link to Comment
  • Best Russell 1000 Industrial Stocks According To A Winning Ranking System: A Look At Trinity Industries [View article]
    Arie, thank you for the article. I opened a position in TRN recently (@ $31.50). What do you think the reason is that 12 of your 20 "best stocks" are machinery companies? Tangential to oil?? I continue to watch AGCO, DE, and CAT, amongst others. Thanks for the food for thought. Regards, Moses
    Mar 27, 2015. 06:25 PM | Likes Like |Link to Comment
  • Coal-dependent power companies take EPA grievance to Supreme Court [View news story]
    Down another 20% in this name in the time since I last posted.
    Mar 27, 2015. 06:16 PM | Likes Like |Link to Comment
  • Offshore Drillers: Q4 2014 Operating Metrics [View article]
    PP, thank you for the informative piece. Long ESV, and you stated plainly why I chose them out of the bunch. Now, patience becomes my best friend (when I have it and keep it) and worst enemy (if I lose it).

    Regards, Moses
    Mar 25, 2015. 03:22 PM | Likes Like |Link to Comment
  • IBM: Interesting For High-Tech And Dividend-Growth Investing [View article]
    Dallas, twice in one day, huh (we share uranium as idea #1). After doing my own DD, I confidently bought IBM sub $180. I have been rewarded with lower prices, where I continue to put new money to work in the name.

    Make it a trifecta; what do you think of TRN...

    Regards, Moses
    Mar 24, 2015. 06:41 PM | 1 Like Like |Link to Comment
  • Coal-dependent power companies take EPA grievance to Supreme Court [View news story]
    401k..., I agree with your commentary. The problem is I am now just a 'lazy prepper' like the rest of 'em. I don't have enough rounds of ammo or supplies stored up just yet. Can we wait a little while before shutting out the lights?!

    Regards, Moses

    Long BTU. Pain f u l l y l o n g.
    Mar 24, 2015. 03:00 PM | 1 Like Like |Link to Comment
  • Coal-dependent power companies take EPA grievance to Supreme Court [View news story]
    Joe, I have had a couple SA comments yanked for calling somebody out too; go figure. Grammar and punctuation seems to be a lost art also.

    Cheers, Moses
    Mar 24, 2015. 02:56 PM | 2 Likes Like |Link to Comment
  • UR-Energy - Stabilizing Commodity Prices Should Allow Multiple Increases To Match Peers [View article]
    Dallas, thank you for sharing this information. I bought URZ and URG as tiny speculative longs (in late '13 or early '14 can't remember) on my loosely coined thesis 'the return of nuclear energy production post-Fukishima'...I am being patient with these names, as I think we will have decent profits if we stay long.

    Curious to see how the Supreme Court weighing in on coal alters the energy space a few months down the line...Exelon got behind the coal regulators, as expected...with the potential for regime change in the White House, who knows what could happen. Thanks again.

    Regards, Moses
    Mar 24, 2015. 02:41 PM | 2 Likes Like |Link to Comment
  • Peabody Energy Earns Neutral Rating With The Coal Market Remaining Weak [View article]
    Still long. Still painful. Regards, Moses
    Mar 21, 2015. 04:37 PM | 1 Like Like |Link to Comment
  • Staples: Headed For The Waste Bin [View article]
    Hi Jack, it intrigued me to the point of a new money purchase...I believe we have room to run in TRN, especially now that the pressing thumb of litigation has eased a bit...Plus, TRN has already begun to move nicely in the right direction. I tried to buy in at $30, but needed more cash in my account and the additional day cost me!

    I am a big fan of railroads, and rail service firms in general, and have been watching for a while...the negative news on TRN was all I needed to prime the pump!

    Moses
    Mar 20, 2015. 03:50 PM | Likes Like |Link to Comment
  • Staples: Headed For The Waste Bin [View article]
    Yeah MFS, its unfortunate about the ODP thing...outside pressure is usually detrimental, and its sure shaping up that way here. I think you are pretty spot on with valuation...my exit was $16.50 or better...I never expected it to see 18...SPLS is in my 'for later' pile; if it smells right, I may swim again.

    I don't know if you would have clients who could benefit from TRN, but I was intrigued and bought a little above $31. I think it has room to run and a nice backlog. Just a thought.

    Happy Friday, Moes
    Mar 20, 2015. 02:42 PM | Likes Like |Link to Comment
  • Staples: Headed For The Waste Bin [View article]
    MFS,

    When I reviewed SPLS, I saw: Cost savings, store closures + some customers. That is the quick answer to the question you posed.

    You need customers to be in retail and in my opinion, SPLS will still have corporate customers - like my employer, and the individual who needs toner, or a particular paper, etc. The bigger picture 'plus' for me at the time of my SPLS review was the fairly aggressive planned reduction in their store count and focus on cost savings. That in and of itself said to me that the board was going defensive. The stock price was then summarily beat down to about $11,which is where I engaged.

    Personally, SPLS was never an "income" investment for me. I watched closely and timed in and out for what shaped up to be a nice run from 11 to 18...and I caught almost all of it. Call that what you will. Pigs tend to eat well, while hogs get made into bacon. I was the pig this time.

    Frankly, I do not know if SPLS will be able to support the dividend even 3 years out, but their plan in place (shrinking their physical presence) seemed like a decent response to getting beat in the changing market they serve. I do agree that there are plenty of other places to put LONG money other than SPLS if you are interested in income, no question.

    Regards, Moses

    P.S. MFS, I always review the landscape before putting my hard earned dollars to work, in any particular name. You have provided me with another yellow flag on SPLS for next time, if that time comes.
    Mar 19, 2015. 06:37 PM | Likes Like |Link to Comment
  • Staples: Headed For The Waste Bin [View article]
    Hi jack, we both believe SPLS to be overvalued at this juncture. However, I don't think we need growth to win with this investment, as long as you put money to work when the div yield clocks in over 4%. The continual process of closing brick n mortar locations, focusing on e-delivery, share buybacks, etc will lead to an elevated stock price in the medium term.

    Cheers, Moses
    Mar 19, 2015. 03:36 PM | Likes Like |Link to Comment
  • Staples: Headed For The Waste Bin [View article]
    I bought when the div yield ran through 4%, and sold into a great profit. Looking forward to repeating my success at some point in the future. Regards, Moses
    Mar 18, 2015. 10:43 PM | Likes Like |Link to Comment
  • Time To Gamble On Arch Coal [View article]
    Bob,

    I timed ACI trades well through early 2014, making pretty decent money. Your gamble may be ill timed this go round, however. It might be better to grab their debt as mentioned above by bently1, as things seem pretty sketchy right now. ACI will be a train wreck through much of 2015 and potentially beyond. The reason I know? My BTU holding, which I shamelessly hung onto throughout 2014 telling myself it was one of the safest coal names, is presently soiling my portfolio.

    Cheers, Moses

    Painfully long BTU. Painfully. Long.
    Mar 16, 2015. 04:57 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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