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moseslarsen

moseslarsen
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  • Peabody Energy downgraded to Underperform at Imperial Capital [View news story]
    Maybe 'somebody' is trying to build a position in BTU while NG is sub $3...isn't it pushing through $2.75 today? Just a thought. Regards, Moses
    May 1, 2015. 11:33 AM | Likes Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    DAG, I went on faith this morning. I bought some more. Cheers, Moses
    May 1, 2015. 11:30 AM | 1 Like Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    DAG, You are 100% correct...they (SA) wouldn't have published a succinct "article" about buying TRN or any stock on faith! They would have removed you as a heretic and kook! Ha!

    Moses
    Apr 30, 2015. 01:18 PM | 1 Like Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    Chancer, the backlog still intrigues me...re customers avoiding TRN. We will have to watch numbers going forward. Cheers, Moses
    Apr 30, 2015. 12:30 PM | 2 Likes Like |Link to Comment
  • Risk/Reward Ratio Stacks Up For Peabody Energy [View article]
    I said a prayer, plugged my nose, and added to my BTU position. Playing with live ammo here...cycles are cycles for a reason, right? Cheers, Moses
    Apr 30, 2015. 12:20 PM | 4 Likes Like |Link to Comment
  • Trinity Industries: Why Guardrail Risk Remains [View article]
    DAG, I read the whole thing. Kudos.

    If you or me or the next person buy TRN now, its on faith. I contend that most of the equity purchases we all make contain an element of faith borne out of our willingness/desire to believe in something just a bit better around the corner.

    Certain people will disagree and state that they know the WHOLE story of the stock they are investing in...I will politely say that they are almost perfectly correct most of the time. We individual investors will never know the whole story until hindsight offers up some hints to what we missed.

    I will continue to hold and build my TRN position, based on how I feel things are going for TRN and the other holdings I possess. Valuations certainly are attractive and I wouldn't have bought in unless I believed in something just a bit better down the road. This could be a long slog for TRN...

    Regards, Moses
    Apr 30, 2015. 12:15 PM | 8 Likes Like |Link to Comment
  • Trinity beats by $0.17, beats on revenue [View news story]
    Yup. Will repeat next quarter...Cheers, Moses
    Apr 23, 2015. 04:33 PM | Likes Like |Link to Comment
  • Peabody Energy posts bigger than expected loss, warns of more losses ahead [View news story]
    revxcr: buy in pieces from here. Either direction. Don't commit all your stones at once to this sucker. I am bathing in it and in order to save face, I will have to buy more...I still think long term this is a winner, but 'long term' keeps getting longer.

    Cheers, Moses
    Apr 23, 2015. 03:33 PM | 1 Like Like |Link to Comment
  • Peabody Energy posts bigger than expected loss, warns of more losses ahead [View news story]
    Well, I guess I can only lose 100% of my investment in BTU, right? It sure seems that we are headed that direction....I am usually able to stomach most swoons in individual equities that I am a part owner of, but this one is definitely making me squirm.

    I am glad(?) I didn't 'average down' <yet>....come on bottom! Enough already.

    Regards, Moses
    Apr 23, 2015. 12:00 PM | 4 Likes Like |Link to Comment
  • Transocean's new CEO a "clear positive" but risks remain [View news story]
    I may have to buy some RIG now...Long NOV and ESV. Regards, Moses
    Apr 22, 2015. 04:09 PM | 3 Likes Like |Link to Comment
  • Bloomberg: Trinity guardrails at center of U.S. criminal investigation [View news story]
    Super secret information: I bought more TRN today. Don't tell anyone. Shhhhh.

    Cheers, Moses
    Apr 22, 2015. 04:02 PM | 7 Likes Like |Link to Comment
  • Peabody Is An Attractive Option To Play The Coal Market Rebound [View article]
    I may have to invest in bunny food...
    Apr 22, 2015. 12:11 PM | 1 Like Like |Link to Comment
  • Peabody Energy top brass to take temporary pay cuts [View news story]
    Whoopee! Big help! Thank you!? <-------- sarcasm

    (Disclosure: I am idiotically Long BTU.)

    Cheers, Moses
    Apr 21, 2015. 06:23 PM | 5 Likes Like |Link to Comment
  • Offshore drillers still not an attractive value proposition, analyst says [View news story]
    Is this update technically beating a dead horse? Long ESV.

    Regards, Moses
    Apr 21, 2015. 01:37 PM | 7 Likes Like |Link to Comment
  • With Limited Downside, Now Is A Good Time To Buy Peabody Energy [View article]
    Paul, I am of a similar mind re BTU's recovery process you noted above. But as T mentioned, it could be a lot longer than any of us had originally intended. We will see...regards, Moses
    Apr 20, 2015. 12:37 PM | Likes Like |Link to Comment
COMMENTS STATS
516 Comments
542 Likes