Seeking Alpha


Send Message
View as an RSS Feed
View moseslarsen's Comments BY TICKER:

Latest  |  Highest rated
  • Commodities Today: Cold Winter Impacting Coal And Natural Gas Stocks? [View article]
    Sethmcs hit it on the head...if you are serious, dont wait for the analysts to hit the go button. Already in BTU and ACI...same goes for MT where I am up about 30% to date and now articles are starting to appear that support a long term upside run for them, too.

    Regards, Moses
    Oct 24, 2013. 02:44 PM | 2 Likes Like |Link to Comment
  • IBM Has A Moat Full Of Boiling Oil [View article]
    John, thank you for the response to Greg's piece...I had already made the decision to buy IBM with my relatively meager AAPL profits last week, in spite of Greg's hammering. Let's see if that move proves intelligent. I didn't want to alter the total % of my "tehcnology" holdings, but I did want to sleep well. I think I will sleep well and make some money in the process.

    Thanks again. New long in IBM.

    Cheers, Moses
    Oct 14, 2013. 02:04 PM | 1 Like Like |Link to Comment
  • Arch Coal - The Ideal Choice For Long-Term Investors To Play The Coal Market Rebound [View article]
    Will be adding to my existing positions (ACI and BTU) as the checkbook allows. These prices are ridiculously cheap if you are long. Regards, Moses
    Oct 1, 2013. 08:48 PM | Likes Like |Link to Comment
  • Just How Far Can International Markets Take Wabtec? [View article]
    Great article, great company. WAB is my biggest regret coming out of 2008-09...I did my homework, felt good about the stock, but never pulled the trigger. That opportunity was gone quick. I have thought they were too expensive multiple times since...and what did WAB do? Split and keep on chugging. Good stuff.

    Regards, Moses

    PS. I feel similar about Nucor (NUE)...I feel like I am never quite ready to commit money based on valuation.
    Sep 19, 2013. 07:08 PM | Likes Like |Link to Comment
  • King Coal: Fading U.S. Coal Exports Does Not Augur Well For The Industry [View article]
    Unfortunately, all I hear is the teacher on the Peanuts cartoon...

    Already making money in ACI and BTU. Long ACI and BTU

    Regards, Moses
    Sep 19, 2013. 02:34 PM | 2 Likes Like |Link to Comment
  • Invest In Stocks With A Margin Of Safety To Reduce Risk And Enhance Returns [View article]
    Chuck, you are always spot on. I appreciate all your work. When buying with a MOS approach it is critical to remain patient...patience has been what I am working on re buying and holding TEVA. I have held it for quite sometime and continue to believe that the market will come around...thanks again. Regards, Moses
    Sep 13, 2013. 03:12 PM | 1 Like Like |Link to Comment
  • Need A Second Opinion On National Oilwell Varco's Intrinsic Value? [View article]
    I am in at 66, and plan on exiting at 100...long NOV. Cheers, Moses
    Sep 5, 2013. 10:47 AM | 2 Likes Like |Link to Comment
  • Buy Apple Ahead Of These 5 Catalysts [View article]
    QTR, the robo trade-wedgie pickin' comment made me chuckle. Long a small slice of AAPL. Regards, Moses
    Aug 28, 2013. 01:52 PM | Likes Like |Link to Comment
  • Peabody Energy may be on its way back: Barron's [View news story]
    justy727, I like your call on buying both coal and NG. That's why I chose GLNG, to get ahead of the transport of all that gas that will head overseas. Long ACI, BTU, GLNG.
    Aug 25, 2013. 09:27 PM | Likes Like |Link to Comment
  • Teva could rise 30%: Barron's [View news story]
    I am with grox01 on this one. This is shaping up to be the perfect entry on TEVA...In at 37ish, will buy more as funds allow at these prices. Go Levin go. Regards, Moses
    Aug 25, 2013. 09:24 PM | 1 Like Like |Link to Comment
  • Peabody Energy may be on its way back: Barron's [View news story]
    I may even sell my AAPL position shortly, putting that money into coal...long BTU and ACI. Cheers, Moses
    Aug 25, 2013. 09:21 PM | 1 Like Like |Link to Comment
  • 3 Bargain-Priced Stocks Yielding Up To 5.4% [View article]
    @vireoman and bailout2009: re the dividend reporting nonsense that seemingly never gets solved...well stated in both comments. As we know, doing your own homework is always in season. Regards, Moses
    Aug 21, 2013. 03:04 PM | 1 Like Like |Link to Comment
  • Why Financial And Capital Diligence Is Required In The Coal Business [View article]
    I plan on joining trendyglitz with a wheelbarrow full of investment winnings in this setor also. Long ACI and BTU. Looked at ANR and CLF, but spent all my money on coal and steel. And a junior uranium miner just for the risk of it.
    Aug 20, 2013. 02:11 PM | Likes Like |Link to Comment
  • Apple $700: Don't Get Burned Again [View article]
    Just one thought - PG had to "go cheap", reaching down the economic ladder to attract more customers. Everyone questioned the move at the time, but management realized that changes neded to be made to secure the lon gterm viability of their brands...PG spent good time and money analyzing the global economic landscape and made the decision to adjust their corporate focus a bit, and now they are doing just fine.

    I know I will be crucified for comparing laundry detergent to smartphones, but when you commoditize anything, you must adjust your corporate mindset.

    AAPL will not lose its faithful customer base. The company is just broadening its footprint.

    Regards, Moses
    Aug 19, 2013. 12:26 PM | 2 Likes Like |Link to Comment
  • Apple $700: Don't Get Burned Again [View article]
    Michael Nau: Well said. I am just going to sit on my measely shares. WIll reassess if we skitter toward 600 quickly.
    Aug 19, 2013. 12:11 PM | Likes Like |Link to Comment