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moseslarsen

moseslarsen
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  • Nucor Corporation: A Big Catalyst Cyclical Ready To Move [View article]
    Ray, I have always appreciated your straightforward work. I have been waiting patiently to start building a position in NUE. In addition, I try to employ the 4% div rule when I am considering a new commitment...I made some nice money in SPLS in the last 6 months-ish applying the same technique.

    My problem is I am torn...torn between the "forever stock I have always wanted" (NUE) at current valuations contrasted with MT and its global reach. MT - on a P/B metric, looks ridiculously cheap right now...and I have had past success trading it infrequently but effectively for gains. I successfully exited MT again before its recent run down below $10, but now I find it an even better "value" than NUE.

    Lakshmi Mittal built a global steel behemoth with grit and intelligence, much like the forefathers at Nucor. This one is killing me...

    Can I 'borrow' some cash from you for an extended period so I can buy both?!

    Cheers, Moses
    Feb 11, 2015. 10:41 PM | 1 Like Like |Link to Comment
  • Peabody Energy names Kellow as new CEO [View news story]
    ^ Funny! Moses
    Jan 22, 2015. 05:55 PM | Likes Like |Link to Comment
  • The North Antelope Rochelle Mine: An Important Competitive Advantage For Peabody Energy [View article]
    I own BTU presently and am sitting on my most egregious loss since beginning this stock game, greater than 60% down. <--That is painful. I also own uranium juniors and oil services. All painful. However, this to shall pass. I dont know if I can afford to add more to BTU, but the price is just plain stupid at this point.

    @ Samadamsftw - thanks for the insight. I am curious how long it will take the tier 1 railroads to get the glut of cheap crude out of the way to deliver coal to domestice power plants in the US...this will be interesting to watch.

    Whether stupid or genius, I am long BTU and sticking with it.

    Regards, Moses
    Jan 22, 2015. 11:19 AM | 4 Likes Like |Link to Comment
  • Recent Buy: National Oilwell Varco, Inc. [View article]
    DM, thanks for the article on NOV. I like their recent focus on raising the dividend. Although we may go through a soft patch here for a few quarters, management seems truly focused on delivering shareholder value. Acquisitions could prove quite beneficial considering the extreme pessimism in the oil and energy space right now...

    Great choice for your long term portfolio! I am long NOV and getting longer under $66 a share, when I can put new money to work...I am also adding to my IBM position at this juncture...little bit to NOV little bit to IBM.

    Cheers, Moses
    Jan 9, 2015. 11:18 AM | Likes Like |Link to Comment
  • Beware value traps among offshore drillers, analyst says [View news story]
    Guess I will just have to continue throwing my money away on ESV. And NOV and... and...

    Regards, Moses
    Jan 6, 2015. 06:39 PM | 3 Likes Like |Link to Comment
  • Last Minute Stock Shopping Spree [View article]
    Mark, looks good. Happy 2015...great minds think alike.

    I bought more NOV (week and a half ago), I bought more IBM (Wednesday), and am going to try to find new money to put to work in BBL...cause it looks too good to pass up.

    Regards, Moses
    Jan 2, 2015. 11:59 AM | 2 Likes Like |Link to Comment
  • My Failure With Peabody Which Has Become A Speculative Position [View article]
    Agree Paul. In BTU about the same place as you...perspective AND patience for the new year. HAPPY NEW YEAR! Moses
    Jan 1, 2015. 12:10 PM | 2 Likes Like |Link to Comment
  • My Failure With Peabody Which Has Become A Speculative Position [View article]
    AI,

    People do not have a firm enough grounding in the sciences to be able to properly debate the issues. Anthropogenic change is real. Natural cyclic heating and cooling is also real. As a species, we will not live long enough to prove or disprove climate change.

    I used to teach geology, meteorology, and the other processes behind global warming, or climate change, or whatever the term du jour is...to HS students. Your comment about CH4 - methane, is spot on. That particular molecule is much more problematic versus some other actors, like CO2. CFCs are even more deleterious...but then we need to discuss volumes of these gases...hell, I am out of practice in this arena.

    Happy new year, Moses

    Dec 31, 2014. 11:23 AM | 1 Like Like |Link to Comment
  • 2014 In Review: Best Of The Silver Bullet Awards [View article]
    Super fun! Merry ha ha! Cheers, Moses
    Dec 30, 2014. 10:26 PM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of National Oilwell Varco [View article]
    AJR...No free lunch, hence the air quotes!! Roger that...


    Good to hear...I figured we were on the same page, I just didnt want to miss something obvious, which is always possible. I did pay a little less as I have been in for a number of years...


    If a name I hold hits my original buy price, which it did in this case, I usually consider pumping some fresh couch cushion change into the position...


    Enjoy 2015. Moses
    Dec 30, 2014. 03:51 PM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of National Oilwell Varco [View article]
    AJR..., the 'free' DNOW shares will remain in my account. How is this $66 price point different from the last $66 price point? I still feel confident that NOV intrinsic is somewhere north of $100, conservatively speaking, which means a pretty decent MOS still exists at this juncture. Let me clarify that I am truly LONG, as opposed to just someone who is stating that.

    Are you suggesting that I wait a bit to squeeze a couple more eagles off pennies before growing my NOV position? Curious to see what you think at this juncture! Happy investing...

    Cheers, Moses
    Dec 30, 2014. 02:24 PM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of National Oilwell Varco [View article]
    Ben, thank you for the informative piece, as usual. I am LONG NOV @ $66 and change, which means I can feel good buying yet again! I always appreciate your work...

    What do you think of IBM at this juncture?

    Cheers, Moses
    Dec 30, 2014. 01:33 PM | 1 Like Like |Link to Comment
  • My Failure With Peabody Which Has Become A Speculative Position [View article]
    I am not going to look it up, but I believe T1243 warned us about this charade a while back. I told T and the rest of you I would stay with it, as AI suggested above...I too thought strongly that loading up on resourecs was a smart move in light of Fed moves, etc. So here we are all snuggled up with our cheery little BTU holdings....you should see the rest of my gems...

    Enjoy the new year all, maybe coal will catch fire...regards, Moses
    Dec 30, 2014. 11:01 AM | Likes Like |Link to Comment
  • Fuel Tech wins air pollution control orders [View news story]
    Plain and simple, this stock is killing me. Regards, Moses
    Dec 18, 2014. 01:21 PM | 1 Like Like |Link to Comment
  • Bulls Vs. Bears: A Review Of Sentiment And Value Of Staples [View article]
    Prav, I was fairly impressed with the move, too. Hindsight is 20/20...but I could've stuck around in SPLS a couple more days for a few extra bucks, but I am satisfied with being a pig versus a hog this time!

    Cheers, Moses
    Dec 15, 2014. 03:17 PM | Likes Like |Link to Comment
COMMENTS STATS
473 Comments
490 Likes