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moseslarsen

moseslarsen
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  • Trinity beats by $0.17, beats on revenue [View news story]
    Yup. Will repeat next quarter...Cheers, Moses
    Apr 23, 2015. 04:33 PM | Likes Like |Link to Comment
  • Peabody Energy posts bigger than expected loss, warns of more losses ahead [View news story]
    revxcr: buy in pieces from here. Either direction. Don't commit all your stones at once to this sucker. I am bathing in it and in order to save face, I will have to buy more...I still think long term this is a winner, but 'long term' keeps getting longer.

    Cheers, Moses
    Apr 23, 2015. 03:33 PM | 1 Like Like |Link to Comment
  • Peabody Energy posts bigger than expected loss, warns of more losses ahead [View news story]
    Well, I guess I can only lose 100% of my investment in BTU, right? It sure seems that we are headed that direction....I am usually able to stomach most swoons in individual equities that I am a part owner of, but this one is definitely making me squirm.

    I am glad(?) I didn't 'average down' <yet>....come on bottom! Enough already.

    Regards, Moses
    Apr 23, 2015. 12:00 PM | 4 Likes Like |Link to Comment
  • Transocean's new CEO a "clear positive" but risks remain [View news story]
    I may have to buy some RIG now...Long NOV and ESV. Regards, Moses
    Apr 22, 2015. 04:09 PM | 3 Likes Like |Link to Comment
  • Bloomberg: Trinity guardrails at center of U.S. criminal investigation [View news story]
    Super secret information: I bought more TRN today. Don't tell anyone. Shhhhh.

    Cheers, Moses
    Apr 22, 2015. 04:02 PM | 6 Likes Like |Link to Comment
  • Peabody Is An Attractive Option To Play The Coal Market Rebound [View article]
    I may have to invest in bunny food...
    Apr 22, 2015. 12:11 PM | 1 Like Like |Link to Comment
  • Peabody Energy top brass to take temporary pay cuts [View news story]
    Whoopee! Big help! Thank you!? <-------- sarcasm

    (Disclosure: I am idiotically Long BTU.)

    Cheers, Moses
    Apr 21, 2015. 06:23 PM | 5 Likes Like |Link to Comment
  • Offshore drillers still not an attractive value proposition, analyst says [View news story]
    Is this update technically beating a dead horse? Long ESV.

    Regards, Moses
    Apr 21, 2015. 01:37 PM | 7 Likes Like |Link to Comment
  • With Limited Downside, Now Is A Good Time To Buy Peabody Energy [View article]
    Paul, I am of a similar mind re BTU's recovery process you noted above. But as T mentioned, it could be a lot longer than any of us had originally intended. We will see...regards, Moses
    Apr 20, 2015. 12:37 PM | Likes Like |Link to Comment
  • With Limited Downside, Now Is A Good Time To Buy Peabody Energy [View article]
    Hi T,

    The rhetorical question is do I bolster my long position (gathered in the teens) with $5 shares? That is one huge scary average down, but one I may need to take.

    Is anyone actually holding/buying this stock anymore, or is everyone just yapping about it?

    Cheers, Moses
    Apr 19, 2015. 10:52 PM | 3 Likes Like |Link to Comment
  • Is National Oilwell The Right Investment For Oil Enthusiasts? [View article]
    see below...
    Apr 18, 2015. 09:36 PM | 1 Like Like |Link to Comment
  • Is National Oilwell The Right Investment For Oil Enthusiasts? [View article]
    nola, am I to understand that you are projecting NOV stock price to be somewhere around $25 per by the end of 2015?? Care to expound on your logic? Great pain will be suffered by these people...which people -- the fat cats, fat mgmt., and fat execs? Have you been burned with your purchase of NOV somewhere near $85 a share? Do you work for NOV or a close competitor?

    Long NOV, and will only be growing my position in this name, regardless of the fearmongers.

    Cheers, Moses
    Apr 18, 2015. 09:36 PM | 5 Likes Like |Link to Comment
  • Peabody Energy pops as Balyasny's Zann picks BTU as value play [View news story]
    Swisser...is this a "First of April comment"?! I thought I was cray cray for holding a few grand worth...please tell me you are joking. Cheers, Moses
    Apr 9, 2015. 04:47 PM | Likes Like |Link to Comment
  • Will BHP Billiton Become A 'What Was I Thinking' Stock? [View article]
    <Troll spray...hilarious!>

    Shelby,
    Buffett seemingly buys the distribution OF commodities, and leaves the actual commodities alone. I don't think he likes the cyclicality at all.

    I feel that BBL is already the stock your title suggests...I shoulda jumped in at 40ish...Unlike Buffett, I buy the commodities - and pay the price that comes with cyclicality. That's why I am me and he is a billionaire several times over.

    Regards, Moses
    Apr 8, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • Peabody Energy pops as Balyasny's Zann picks BTU as value play [View news story]
    bach...that means that 'they' have filled their positions and will wait for the rebound, whenever that may be...I am still long. And its still painful. Cheers, Moses.
    Apr 7, 2015. 01:50 PM | 1 Like Like |Link to Comment
COMMENTS STATS
465 Comments
473 Likes