Seeking Alpha

moseslarsen

moseslarsen
Send Message
View as an RSS Feed
View moseslarsen's Comments BY TICKER:
Latest  |  Highest rated
  • A Bullish Case For Peabody Energy [View article]
    Put it in my stocking as its already in my portfolio. Long BTU and longish ACI.

    Regards, Moses
    Jul 22, 2013. 01:03 PM | 3 Likes Like |Link to Comment
  • The Divide Between Smart Money And Public Investors [View article]
    Hi Sy, just curious...is the smart money buying steel, coal, and other beat down niches right now, even in tiny amounts? I did, and I can't tell whether I am A) smart, B) hiding my money well, or C) just off my rocker, aka throwing my money in a hole never to be seen again.

    I am in it to win it however, as other names and sectors just seemed expensive, as I didn't want to hide in cash.

    Cheers, Moses
    Jul 19, 2013. 06:07 PM | 1 Like Like |Link to Comment
  • Good-Yielding Dividend Portfolio With Very Low Risk [View article]
    AG, thanks for a geat article as usual. Currently holding GLNG and AAPL. Have toyed with purchasing ARII for years, but have never committed.

    @ barkeater - thanks for the in depth response on ARII. If I hadnt bought up a bunch of coal names, I may be sliding into ARII.

    Regards, Moses
    Jul 19, 2013. 11:47 AM | 1 Like Like |Link to Comment
  • The Coming Rebound In Commodities, Coal, And Coal Stocks [View article]
    William, thanks again for a well structured article and for checking in. Your new comment re railroads that have reported saved me some research time; I meant to look myself...thanks again. Look forward to seeing more of your articles. Cheers, Moses
    Jul 18, 2013. 06:48 PM | Likes Like |Link to Comment
  • 10 Top Healthcare Dogs Offer 4.5% To 15.4% June Upsides [View article]
    Am holding TEVA with visions of grandeur in my eyes. Of course, I wear prescription glasses...

    Cheers, Moses
    Jul 17, 2013. 02:34 PM | 1 Like Like |Link to Comment
  • Rough Road Ahead For U.S. Met Coal Producers [View article]
    Thanks for the update. I opened positions in both ACI and BTU, with the intent to take whatever profit I make in ACI and put it to work in BTU longer term.

    Based on your research, what do you think the chances are of bankruptcy affecting any of the named US met coal players? My opinion was it was slimmest in the case of ACI, hence my position.

    Regards, Moses
    Jul 17, 2013. 02:23 PM | 1 Like Like |Link to Comment
  • Protected Principal Retirement Strategy: Will Apple Ever Become A Dividend Portfolio Candidate? [View article]
    Well akaralph, as you can see, by doing so {mentioning AAPL} you get hundreds of comments...so mentioning it does have that going for it...a whole bunch of page hits, most of which aren't very constructive...it is just a polarizing name. I have to admit, your article offered a slightly different perspective...which is what all investors SHOULD be reading. Confirmation bias is rampant on both sides of this trade.

    Cheers, Moses
    Jul 16, 2013. 08:24 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Will Apple Ever Become A Dividend Portfolio Candidate? [View article]
    Akaralph, this isn't pointed at you, but at the collective mass of AAPL articles that have proliferated on SA over the past six months. It seems as if everybody (authors and commenters) are trying to add something worthwhile to this ongoing conversation, but it all comes off as well, less than worthwhile.

    In the past I proposed - only partly tongue in cheek - a moratorium on AAPL articles for a few months. This would give us all time to really think about whether or not this particular name is a reasonable investment without all the "article noise".

    Disclosure: I bought and AAPL at a price a few bucks north of where it sits right now. I bought a small position mostly because I thought that the current and rising divvie, along with all that cash on hand, was enough of a reason to hold this name for a bit until they made a splash with a new innovation.

    Watching this stock sink to your "intrinsic value" would suck for me, but that is my problem. My thought is we are headed up through $500 before you know it.

    A watched pot however, never boils.

    Regards, Moses
    Jul 16, 2013. 06:07 PM | 1 Like Like |Link to Comment
  • Commodities Today: Commodity Bull Pulling Even These Names Higher [View article]
    Regardless, I am wed to ACI, BTU and MT. Divorce is not an option. I might need therapy over the coming months, but the pay off will be decent in a couple years. Cheers, Moses
    Jul 12, 2013. 03:05 PM | 2 Likes Like |Link to Comment
  • In Defense Of Concentrated Portfolios [View article]
    Nice piece, David.

    I usually reserve comment on comments, but:

    @Swisser999, you really stopped reading after the author's intro sentence? Your actions seem a bit self-limiting, especially if you are seeking online advice from others on how to be a better investor...but thank you for not launching into a tirade for or against 'religion' as that would have been misplaced. I however, appreciate an "odd bit of church business" once a week or so myself.

    Regarding the thought piece above:

    Expressed in the context of 'net worth', I don't believe many of us are all that concentrated...if you consider your home and its contents, collectibles, automobiles(?), insurance instruments, stocks and bonds, and other investment vehicles as a whole package.

    Yet from a stock research point of view, I am very concentrated, as I only focus my attention on companies I desire to become a partial owner of...from that perspective, I fall into the 'pretty dang concentrated' group of equity investors. I presently have 8 positions in my equities basket, half of those names falling in the materials sector (probably for the next several years based on the way things are proceeding). Nathan Kemalyan MD wouldn't subscribe, but I DO subscribe to 'value', as I am holding some pretty deeply undervalued names right now - at least in my estimation; example MT, my largest single holding. These equity holdings are outside of my company 401/457/rhs package.

    On a percent basis however, the largest portion of my retirement dollars are pushed into my 401/457/rhs because of the company match. Removing ROI for the sake of argument; at a base level, where can I get that kind of guaranteed "return" on my money other than through my company's matching structure? Please understand that I would much rather manage the whole lot, but I am not yet confident that I can maintain my personal goal of 10-15% anunal gains based on five years of self-educated equities investing. I guess I am admitting that I don't expect to trounce the market with every stock pick...but I am pleased with my results so far and truly believe my outsized MT position, although smelly today, will boost my annual equities book gains above my goal in a couple years time.

    Regards, Moses
    Jul 12, 2013. 02:44 PM | 1 Like Like |Link to Comment
  • The Coming Rebound In Commodities, Coal, And Coal Stocks [View article]
    Did I mention I bought more ACI the other day? Too bad my paychecks don't come more often...nice bump today in materials. Profit taking tomorrow?

    Long MT, BTU, longish ACI. Even GLNG went 'green' today.

    Cheers, Moses
    Jul 11, 2013. 06:12 PM | Likes Like |Link to Comment
  • Why This Is Not A Buy And Hold Market [View article]
    It is a market of stocks, David. I feel pretty confident that I am choosing good quality names to buy now that I will hold for some time. I will sell them when they reach my sell prices, based on intrinsic value. Others may have a different approach, but I am buying the ugly today for pretty gains later on. Cheers, Moses

    Jul 9, 2013. 05:18 PM | Likes Like |Link to Comment
  • Arch Coal Is A Long-Term Buy [View article]
    Bought more ACI today. Get comfortable with your holdings, shut off your daily notifications on coal names, and watch as prices start to run up...check back in in say, late October...and watch your profits tick up. Cheers, Moses
    Jul 9, 2013. 03:23 PM | 1 Like Like |Link to Comment
  • Peabody Energy: Commodity Contrarian Investing 101 [View article]
    Still adding to BTU and ACI. ACI's turn today. Regards, Moses
    Jul 9, 2013. 03:19 PM | Likes Like |Link to Comment
  • Walter Energy: Investors To Remain On The Sidelines [View article]
    I bought more ACI today. Regards, Moses
    Jul 9, 2013. 03:15 PM | Likes Like |Link to Comment
COMMENTS STATS
472 Comments
490 Likes