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moseslarsen

moseslarsen
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  • Don't Short Staples, But Don't Buy It Either [View article]
    Already bought in at the low $11 range. Happy to wait on this name, based on the dividend. Regards, Moses
    Sep 21 03:24 PM | Likes Like |Link to Comment
  • Arch Coal Still Looking For Light At The End Of The Tunnel [View article]
    Papayamon, funny! Jump in (again), the waters great...until $3.04!
    Sep 19 03:36 PM | Likes Like |Link to Comment
  • Update: Ensco September Fleet Update [View article]
    bilow, good idea. I am not capitulating. I will continue to build this position while we are on the skids...the covered dividend helps shape my thought process.

    @jacksalmon...you are cracking me up! Mmmmm, is this crude flavored yogurt?! Still not selling, jack.

    Regards, Moses
    Sep 19 03:33 PM | Likes Like |Link to Comment
  • Fuel Tech purchases CARBONITE intellectual property [View news story]
    Blue, tell me about it. Do you own shares, or are you just monitoring the name?

    I have been a fan of this name since....2008. Sheesh, what a mess it has been as an investment. I have not stayed in it the entire time, but my results have been lackluster. I too, feel that there is such value here, but the market has just not realized it. Maybe the next year or two will prove to be the turn we need...

    Currently, I am back in FTEK, and back in - in a big way. If this foray fails to produce, I may be out for good. My goal is to grin and bear it for another 12-18 mos.

    Regards, Moses
    Sep 19 03:27 PM | Likes Like |Link to Comment
  • Arch Coal Still Looking For Light At The End Of The Tunnel [View article]
    Thanks for the update, SS.

    As I have mentioned before, I have done well trading in and out of ACI over the past couple years, but this trade is not for the feint of heart...I continue to stay on the sidelines for now.

    My BTU holding - my long in this sector - is not pretty by any means, even though I found it to be the safest option at the time. Ugly may be a better descriptor at this juncture. Down right smelly. But I am not budging...I will continue to build this position (BTU) with couch cushion change.

    Regards, Moses
    Sep 19 03:20 PM | 1 Like Like |Link to Comment
  • Ensco Remains On Track To Grow [View article]
    The latter.
    Sep 18 01:32 PM | Likes Like |Link to Comment
  • Arch Coal: Time To Get Going [View article]
    As I have cautioned before, please be careful with entering into new positions with ACI. If you are nimble, you can make some money, but I too have been seeking "the unicorn" with this name...that unicorn being a 3 bagger, 6 bagger, etc. Once shares have come down to around $2 a share, then maybe we can start talking about 6 baggers again. Significant book value has been wrung out of this name and this wringing out process may not be complete just yet. It will take a long time to build book value back up - especially considering the current resident of the White House.

    Full disclosure: although I made money trading ACI the past couple years, I am still long BTU and trust me, its painful.

    Regards, Moses
    Sep 17 12:23 AM | 1 Like Like |Link to Comment
  • Ensco Remains On Track To Grow [View article]
    Added to my ESV position again this week. 6+% div (covered well) while I wait...see you guys on the other side of 2015 with results. Regards, Moses
    Sep 14 10:01 PM | 3 Likes Like |Link to Comment
  • Can You Handle Risk? With A Dozen Clinical Trials, Exelixis Has Strong Upside Potential [View article]
    Moses to EXEL: Hi, how does my lunch taste?!

    EXEL to Moses: <mmmmmm... nom nom nom. berp>

    Moses: Thank you for handing me my azz.

    Regards, Moses
    Sep 2 12:51 PM | Likes Like |Link to Comment
  • Why Ensco PLC Has An Extremely Bright Future [View article]
    King..., obviously "tongue-in-cheek" levity doesn't translate well through email...I was making light of the recent string of deepwater naysayers on SA, who are also correct in part. I understand full well that we ESV longs are not going to be raking in short term dough based on the current industry fundamentals. That is what the dividend is for...tiding me over while I wait.

    I make my investing decisions based on my own ideas and research...Bob just happens to share similar thoughts on this name.

    Regards, Moses
    Aug 21 05:43 PM | 1 Like Like |Link to Comment
  • ArcelorMittal Down, But Not Out [View article]
    Stephen, thanks for the update on your thinking re MT, as usual. I have been in and out of MT since 2011 or thereabouts...I finally sold out my last 500 shares just a couple weeks ago, as my profit finally fell through the 20% threshold. I took my last bit of smaller gains and will wait to redeploy into the name as I believe we will have another opportunity to buy in again later around $13 a share.

    I am an impatient long, which is to say i am trading more than investing in MT as we bounce along this cyclical bottom. It is a solid steel play, but patience is required.

    Thanks again, Moses
    Aug 21 04:20 PM | 1 Like Like |Link to Comment
  • Why Ensco PLC Has An Extremely Bright Future [View article]
    Bob, nice write up, but lets keep this little idea to ourselves, eh? What are you doing offering a balanced, positive view point on ESV? We should join the analysts stomping this stock into the ground (wink wink) so we can grow our long positions!

    Balance sheet + div yield = ESV, baby.

    Cheers, Moses
    Aug 21 04:12 PM | 1 Like Like |Link to Comment
  • Time to sell drillers as Petrobras cuts rig rates, analyst says [View news story]
    Div yld + balance sheet = ESV. I will stay long, thank you very much.

    Analyst/journalist attempt to push names down so they can set up nice positions...we may have a bit further to come down in the near term, but these names aren't going anywhere. Noise noise noise...wish I had more free cash to load up further. I would have to sell my 25% win in NOV to buy more! Regards, Moses
    Aug 19 10:08 PM | 5 Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    Thanks JM. I am averaged in to IBM at about $180 a share. Naysayers aside...I will sleep well for years to come! Regards, Moses
    Aug 18 02:53 PM | Likes Like |Link to Comment
  • Reuters: ArcelorMittal sends letter of intent for Italian steel plant [View news story]
    I do not believe you are in a bad way, marpy. If you are a true long, you are all set. Accumulate below and around $13 is my thought...

    I sold the rest of my position when it got down into the low $14 range, taking my remaining 18% profit and exiting stage left. I will be back in if we drift lower from here, which is entirely possible. I love MT, and have made good money in the name, but I had some other ideas I wanted to explore and used MT profits to do so.

    Regards, Moses
    Aug 15 11:35 AM | 1 Like Like |Link to Comment
COMMENTS STATS
388 Comments
365 Likes