Seeking Alpha

moseslarsen

moseslarsen
Send Message
View as an RSS Feed
View moseslarsen's Comments BY TICKER:
Latest  |  Highest rated
  • Fuel-Tech Is Undervalued And Offers Intriguing Value To Shareholders [View article]
    I love this company and held shares from 2009 through early 2013. I felt similarly on all counts regarding the story and future prospects. However, my money wasn't working for me. I was flat to down throughout. I still believe that all the parts are there for success, but will wait to put new money back into FTEK when and if we re visit $3.50 a share. Regards, Moses
    Jun 5 10:53 AM | 1 Like Like |Link to Comment
  • Commodity Chart Of The Day: Disjointed Market - Where Are The Flows Going? [View article]
    Thanks for the solid read, Matthew. I am about 80% in cash in my 401/457 if that tells you anything about where I think we are in the macro picture.

    I was curious what you thought of steel, coal, and uranium at this juncture? In my equities book, I bought ACI, BTU, MT, and a speculative bet on URZ. MT is my largest position. I guess I have already diversified as I thought valuations on the above were solid.

    Regards, Moses
    May 14 03:10 PM | Likes Like |Link to Comment
  • ArcelorMittal: Medium-Term Trade And Long-Term Investment [View article]
    As we expected...thanks XRT. Saw this on my phone as I went to work...solid news. Regards, Moses
    May 10 03:18 PM | Likes Like |Link to Comment
  • ArcelorMittal: Medium-Term Trade And Long-Term Investment [View article]
    XRT (and perks), thanks for the updates. Just an observation - we are currently commenting on the extreme short terms movements in the marketplace. I think that 'short term' conversation is a good one to be aware of, however, in support of your article's title...its the medium and longer term that will prove beneficial to shareholders.

    Regards, Moses
    May 8 01:20 PM | 1 Like Like |Link to Comment
  • Is Now The Time To Buy ArcelorMittal? [View article]
    Kevin, thanks for the solid article. I am with Vireo - I thought I was fully loaded to, but if it hangs around 12 long enough for me to find new cash, my position will grow.

    Regards, Moses
    May 6 11:29 AM | Likes Like |Link to Comment
  • The Coal Industry Is Getting Crushed [View article]
    Netzerp, my apologies...you are way ahead of me then! "Firm" transport? Meaning prioritized transport?
    May 3 03:46 PM | Likes Like |Link to Comment
  • The Coal Industry Is Getting Crushed [View article]
    RE Healthcare:
    We didnt "control" most bugs until a few decades ago, bugs that killed millions and millions of people...I could quote from Ivan Ilich's seminal work from the early 1970s entitled "Tools For Conviviality" on my knowledge of "healthcare" and how it relates to technological advances in modern times, but I dont know if that would convince you that I know anything about anything.

    PS. I did not go to medical school, but I did invest in ACI and BTU as they seemed like reasonably cheap companies whose stocks will rise over the next 12-24 months.

    Cheers, Moses
    May 3 03:44 PM | Likes Like |Link to Comment
  • The Coal Industry Is Getting Crushed [View article]
    Caveman lived to 32 because a high percentage of them got crushed during their pursuit of Mastadon as dinner.

    May 3 03:43 PM | 1 Like Like |Link to Comment
  • The Coal Industry Is Getting Crushed [View article]
    Netzerp, you wold have to dig through old articles to see if you can find the info you are after, but your logic is sound. As you would expect, if you watch traincar loads of coal, that one indicator can offer insight into the "security" of coal stockpiles. I believe CSX and NSC and UNP offered reduced coal car load totals again this past qtr, but I surmise that the bottom is in or really close. BTU mgmt offered support to that last statement in their quarterly earnings conversations.

    As you heard through 2012, power generation coal inventories were high as the NG switch was on. With a more normal winter and a reasonably hot summer, coal piles will need to be fed to keep baseload production even...you cannot cycle a coal plant on and off like a natural gas plant...natural gas plants are normally used for peaking power, which means in the past they would only be turned on in the dead of an Arctic winter and the heat of a scorcher in summer. As NG rises through $4 to $5 or so, coal plants begin to look good again to power producers. NG peaking plants will still be used, but coal fired baseload will come back based on economics.

    Sorry if that sounded a bit preachy...no meant to be.

    Regards, Moses
    May 3 11:13 AM | Likes Like |Link to Comment
  • The Coal Industry Is Getting Crushed [View article]
    Unfortunately, Gumby hits this hypocrisy right square on the head. We berate coal fired electric production (which keeps the juice flowing to all our gadgets), we crucify nuclear production for the dastardly effects that it may have on flora and fauna (while it is a consistently cheap source of power on a per megawatt basis) yet we freely burn various fossil fuels in less regulated environments like campfires, fireplaces, woodstoves, chain saws, scooters, lawn mowers, etc and expect that it is our right to do that whenever we desire. Heck, people smoke tobacco products all day long outside without a catalytic scrubber being placed on their person to control the emissions. Cows eat grass and release methane all the time. Termites eat wood and release methane in the same manner. Laugh it up, but its true. Do you understand the difference between CO2's effects on our environment verus the effect of CH4 on our environment?

    Have you ever driven by a refinery? At night? Check the gas flares which consume leftover gas as it cannot be used or sold due to oversupply...dont get me started.

    And yes, I taught environmental science courses at the high school level.

    Regards, Moses

    Long ACI and BTU.
    May 2 06:34 PM | 1 Like Like |Link to Comment
  • The Coal Industry Is Getting Crushed [View article]
    I have to admit...this one is on the editors. Comedic timing for stockballer?...lacking. Oof.

    I clicked on it though...am I the greater fool?

    Long ACI and BTU.

    Regards, Moses
    May 2 10:36 AM | Likes Like |Link to Comment
  • Coal: Week In Review [View article]
    I enjoy being the dumb money in front of the smart money...lets make some cash, Moses
    Apr 29 10:30 AM | Likes Like |Link to Comment
  • Coal: Week In Review [View article]
    Mark, thank you for the article. Trading ACI and Long BTU...
    Apr 28 02:27 PM | 1 Like Like |Link to Comment
  • It's Almost May, So Go Away [View article]
    Reader, I like your investment style...but, you guys got Elvis Dumervil. <And a ring.> See you in game one in a few months. Cheers, Moses
    Apr 26 05:58 PM | Likes Like |Link to Comment
  • Risky Stocks In A Complacent Market [View article]
    622...I could say the same thing about coal, or just about any other beaten down sector...KOL may work for some and that is just fine. Each of us has to make peace with the amount of risk we are willing to take on in any market... We also have to consider our investment goals and take appropriate action to achieve them. I bought two names in the coal sector recently - ACI and BTU - instead of the ETF. Most folks should probably avoid the names I am buying, but I am alright with my level of risk...

    Back to MT, I do not believe that they will go bankrupt. I feel confident that they will be around for a couple more years, to say the least. Plus MT has a price to book value that enticed me from a value perspective.

    Regards, Moses

    Apr 26 04:08 PM | Likes Like |Link to Comment
COMMENTS STATS
348 Comments
328 Likes