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moseslarsen

moseslarsen
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  • Ensco Has Become A Great Value Play [View article]
    I am down significantly in ESV, on paper. Let me repeat...on paper. I am of the opinion that, on balance, ESV is the best driller out there mostly due to its formidable management bench and conservative financial approach. Sure its ugly, and unfortunate what is going on in the entire energy sector, but holding and even adding to a position in ESV as we go through the trough will lead to nice gains on the other side of the cycle. Will add as new money comes available.

    The rest of my names aren't pretty either...best, Moses
    Aug 28, 2015. 11:55 AM | 5 Likes Like |Link to Comment
  • Greenbrier Is Our Favourite Rail Car Manufacturer [View article]
    Zealot, WAB is my biggest investing miss...I am a huge fan of the rail sector for all the reasons you mention...I researched WAB when I was just getting started and boy did I get that company right. Too bad not one dime of live money went into WAB in 2009...I would have crushed it. Lesson learned.

    Regards, Moses
    Aug 27, 2015. 10:15 PM | Likes Like |Link to Comment
  • Greenbrier Is Our Favourite Rail Car Manufacturer [View article]
    Really appreciate the article and commentary. Long TRN and UNP...looked long and hard at GBX, but found valuation a bit rich; all things considered...hence, I bulked my TRN position and opened a new position in UNP under $100. Regards, Moses
    Aug 27, 2015. 12:55 PM | Likes Like |Link to Comment
  • U.S. railroad traffic down 1% YTD [View news story]
    Durable goods orders up...that's why I continue to purchase UNP and TRN. Its all about your risk tolerance and time frame. Cheers, Moses
    Aug 27, 2015. 12:43 PM | Likes Like |Link to Comment
  • Update On Western U.S. Rails [View article]
    Bought UNP and TRN this morning...Long term, like joejoe above!

    Love me some cheap(er) blue chips...we will get another shot in the not to distant future to average down again...

    Cheers, Moses
    Aug 26, 2015. 05:40 PM | Likes Like |Link to Comment
  • The Rails Reveal U.S. Economy Is Not So Healthy [View article]
    Just bought more UNP and TRN. Thank you Mr Market, for remaining an unmedicated bipolar schizophrenic. Cheers, Moses
    Aug 26, 2015. 10:40 AM | Likes Like |Link to Comment
  • Trinity Industries - An Undervalued Investment [View article]
    Kurt, thank you for the article. Nice work! I bought more TRN just now...$24 is a nice bid that I will ride to sweet profits. The overhang as mentioned, is the perception of litigation. I am willing to take that risk at this juncture. Also bought some more UNP to average down. Regards, Moses
    Aug 26, 2015. 10:34 AM | Likes Like |Link to Comment
  • Never Chase Stocks When They Are Up - Cramer's Mad Money (8/25/15) [View article]
    Bought more TRN and UNP moments ago...thanks, Cramer! Regards, Moses
    Aug 26, 2015. 10:31 AM | 3 Likes Like |Link to Comment
  • Union Pacific - Enter The Forest At The Darkest Point [View article]
    Lets see what tomorrow brings, but I am getting ready to buy some more UNP. Regards, Moses
    Aug 25, 2015. 06:12 PM | Likes Like |Link to Comment
  • BAML: Capitulation in emerging markets, commodities, and energy-related stocks [View news story]
    May open new positions in CAT and AAPL. NOV IBM UNP ESV BBL positions will get additional new money as it becomes available...my uranium junior miners are slogging along, but those should perk up a bit shortly.

    Long, and getting longer all of the above. Hang on...regards, Moses
    Aug 18, 2015. 01:47 PM | Likes Like |Link to Comment
  • Assessing My Purchase Of Union Pacific [View article]
    DG, hang tough. I am a relatively recent 'Long UNP' and am creating a core position that I will only "sell around the edges" as I believe this is a forever stock worth holding. We are probably mid to late mid-cycle if you look at it from a transports sector vantage point...and even bigger picture, this bull is getting a bit long in the tooth. Recessions almost always lead to much better "entry points", but do you want to wait that long?

    My philosophy: Continuing to build a core position in a well managed, efficient, tier 1 rail with thousands of track miles connecting all of the western US, Mexico and Canada seems like a decent hedge against crazy high oil and petroleum pricing that will be back sooner than we can imagine.

    I will continue to build my UNP position as new money is able to be squirreled away...in at $100 myself. In addition to UNP, my portfolio is littered with commodity names that would make most people blanch...I will buy up the forsaken names now, while everyone else is bemoaning the ridiculous pricing environment and lackluster future of everything that comes out of the ground...this too shall pass.

    Cheers, Moses
    Aug 17, 2015. 03:46 PM | 4 Likes Like |Link to Comment
  • National Oilwell Varco Is 30% Overvalued [View article]
    <Yawn>

    Long NOV. Will get longer.

    Cheers, Moses
    Aug 17, 2015. 01:13 PM | 7 Likes Like |Link to Comment
  • IBM buying medical imaging software firm Merge for $1B [View news story]
    blahblah...great handle.

    Get in now, if you are thinking about it. Besides a deepening recession/depression, you wont see IBM much lower than where we are presently.

    Regards, Moses
    Aug 6, 2015. 11:13 AM | 1 Like Like |Link to Comment
  • Earnings Season Observations And Opportunities Part 1: Nucor [View article]
    PS. You already know this, but NUE's corporate environment isn't corporate at all...its a family, which is absolutely awesome. Plain and simple. I should stop waiting for the 4% mark and just buy some already! Cheers, Moses
    Aug 5, 2015. 05:42 PM | 4 Likes Like |Link to Comment
  • Earnings Season Observations And Opportunities Part 1: Nucor [View article]
    Ray, love your commentary as usual. You know I want in, but I am holding out for NUE to pierce (or nuzzle up against) the 4% div yield. Look forward to your thoughts on other names. Regards, Moses

    Aug 5, 2015. 05:39 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
536 Comments
573 Likes