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moseslarsen

moseslarsen
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  • 8 Things Holding Back National Oilwell Varco's Price Appreciation [View article]
    @rjj1960 - love your picture. One of my personal favorite spots in the universe! I am with you on NOV. I am content to sit on that meager dividend and let capital appreciation take me where I need to go.

    @phil2k, I respectfully disagree with your assessment that you '...reckon I can pick this up in the mid-50s'. I reckon mid 60s to low 60s will be about what you get if you want a 'bottom', unless you are figuring in a major downside move for the entire market. By major I mean greater than a10% correction. That said, I will ask my wife for more cash if it gets that low, cause I am buying more!
    Apr 18 11:47 AM | 1 Like Like |Link to Comment
  • Is Apollo Group A Value Trap? [View article]
    I got in this stock (2009ish) between $50-70 believing I had a winner that should run to $100 plus or minus. Morningstar even had them painted as a five star stock, with a fair value over $100. Weeks later, top brass sold thousands of the "A" shares which made me nervous, yet I didnt act upon it. That was a couple weeks before DOE and DOJ started snooping around the margins of the for profit education market and it has been all down hill from there.

    I pulled the plug at $55 or so and reinvested my 'sure thing' into something better...
    Apr 8 02:15 PM | 1 Like Like |Link to Comment
  • Apple: Probably Going To Remain Painful For The Average Investor [View article]
    SoCal88, I am with you...20-30% gain on my first foray into AAPL would be nice.
    Apr 8 02:05 PM | 1 Like Like |Link to Comment
  • Apple: Probably Going To Remain Painful For The Average Investor [View article]
    As Brennan offered, there is an awful lot of emotion around AAPL, just read the comments above. SA articles related in some way to Apple plague my inbox. I do not own a single Apple device, but once the stock skittered below $450, I couldn't resist nibbling a bit - so I bought 10 shares. If you see an earnings beat, look out; warm money will flood in...if they miss, who knows. I am no expert, but I do belive that the "ecosystem argument" is in Apple's favor.

    I chose to load up on basic materials, which are boring, unsexy, and only newsworthy when at extremes...and where I think I will make more money than AAPL. Regards, Moses
    Apr 8 12:11 PM | 1 Like Like |Link to Comment
  • Can These Utility Stocks Sustain Their Dividend Yields? [View article]
    glad you got in...seriously. I am still a pretty big fan of EXC, even though I no longer hold shares. I am curious to see the market response to the actual dividend cut. I believe the institutional money that is going to leave the stock has left, but individual investors still holding on may create another smaller sell-off following the actual adjustment down. Many articles on SA seemingly still tout EXC as a big dividend yielder, which leads me to believe that A) you must beware what certain authors write, and B) people (casual investors) will not be made fully aware of the dividend situation until it is gone.

    SUNY Binghamton huh? I was born and raised in the Catskill Mtns.

    Make some money, Moses
    Mar 27 02:56 PM | 1 Like Like |Link to Comment
  • "The big opportunity over the next two years is the low-end phone market," Gene Munster tells Bloomberg, expecting Apple's (AAPL) earnings growth to return in H2 and reiterating his Buy rating on the stock. Munster sees just a modest increase in the dividend - from $10.60 to $14 - and no bump in the buyback. Shares +0.3% premarket. [View news story]
    PG had to make the same transition AAPL is churning through coming out of the great recession...look at PG's share price from 2009 til now. Think about the products that they sold and to whom.

    AAPL is now in process working through how to continue meeting the needs of a shrinking 'first world' market with high end tastes (and the resultant high growth margins) while tapping into a vast 'third world' market that requires different products and the acceptance of a different growth profile.

    PS. AAPL's coin purse is kinda fat, so lets wait and see what they have in store for the world. Yes, I bought a few shares...with the expectation that I will sell at a nice 20-30% profit. Regards, Moses
    Mar 26 11:25 AM | 1 Like Like |Link to Comment
  • ArcelorMittal: Medium-Term Trade And Long-Term Investment [View article]
    blasgon, I am hoping your thoughtfully restrained negativism is signalling the 'trough' as I have been making nice sums off of these levels in this particular name (trading). Plus, I would suggest it as a long term holding, even though they hacked the dividend recently to propel cost cutting and recovery.

    As a matter of fact, I bought more just now...the 'couch cushions' yielded just over a grand and I pushed it in to MT, now my largest holding. Crazy? Maybe. Healthy returns in a couple months time? Probably. Run Mittal family RUN!

    If steel demand does pick up globally in the next year or two, look out.

    Cheers, Moses
    Mar 26 11:05 AM | 1 Like Like |Link to Comment
  • Apple's True Opportunities In 2013 [View article]
    Am an Android guy and I bought a few shares of AAPL as I believe the market collectively overshot to the downside (as usual). With that kind of cash horde, you almost can't lose reagrdless of your "skill set" as CEO.

    Great article, however. Interesting ideas. Moses
    Mar 20 03:02 PM | 1 Like Like |Link to Comment
  • Sailing The Seas Of Natural Gas With Golar LNG [View article]
    Herr Hansa, thank you for the detailed article. I opened a long position in GLNG earlier this year, as it has a very nice dividend (>4%), excellent prospects (as you note above) and should perform relatively well in the face of a market downturn/correction. Hoping to make good money both in terms of income and cap gains.

    Cheers, Moses
    Mar 13 02:24 PM | 1 Like Like |Link to Comment
  • It's a rough day for coal stocks, as BMO cuts Peabody Energy (BTU -1.3%) and Walter Energy (WLT -1%), believing both have relatively high debt levels and high stock valuations (also). Tudor Pickering downgrades James River (JRCC -7.5%), calling it a "more creative balance sheet restructuring option than coal market recovery play," and Deutsche Bank cuts its price target to $2.50. [View news story]
    Bought ACI and BTU for the same reason...potential takeovers for sure, but selling way below book. Lets make some money. Moses
    Mar 11 06:34 PM | 1 Like Like |Link to Comment
  • Coal Is Dead [View article]
    Thanks TakeFive, you are right about the relocation of the CML (consolidated main line) to the east. It will be many years before it happens, if ever. I am relatively current on this topic, as it is part of my job...thanks for the links. I know the guy who runs denverinfill.com and I just walked through Union Station this afternoon. Things are jumping in the Central Platte Valley! The train to DIA will also be operational in a couple years. Transit is reshaping Denver...cheers, Moses
    Mar 7 10:13 PM | 1 Like Like |Link to Comment
  • CSX: Why It's Worth Riding The Price Uptrend [View article]
    Daniel G, thank you for the comments. I appreciate them very much. Regards, Moses
    Feb 22 01:34 PM | 1 Like Like |Link to Comment
  • 2 Near-Term Uranium Producers In Wyoming [View article]
    Itinerant, interesting article. Today, I did something I thought I would never do...I sold my EXC position - at a loss. I am still a huge fan of nuclear power, but troughing earnings and the slashed divvie caused me to finally pull the shoot. Now I need to make some money back and hated resources are looking really interesting to me...based on your research, how long before URZ is actually profitable? A couple quarters? A year? Just curious as to timing til cash flow positive. I would be taking a position, so any insight would be helpful.

    @Peter Epstein - I think I am getting ready to dip my toe into the coal sector finally. I have been circling ACI and BTU for a while.

    Thanks gentlemen, Moses
    Feb 22 12:50 AM | 1 Like Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    Much like the author, not trying to be a hero, just looking to make some money. Bought a small position under $460 and will watch like everyone else. I love my Droid and dont buy Apple products, but it was irresistable to me as a value play in my equity book...and still is. May buy again if it slips significantly (400-420). Regards, Moses
    Feb 20 03:13 PM | 1 Like Like |Link to Comment
  • How To Intelligently Reload Your Dividend Portfolio [View article]
    Re fees and such: I am with you - I don't make these moves unless I have thought through the potential costs/outcomes. In 2013-2014, my plan is to 'learn by doing' outside of fundamental/value investing which is what I believe I am at my core as an individual investor. With that said, these conversations are why SA has been so informative for me and many others.

    With guys like Crosetti and Richjoy (only two of many on this site that offer good, hard won advice) giving me/us loving kicks in the ass from a distance when I am pondering a particular investing move, I feel I can grow not only from my own research but from their experience.

    Thanks again for the interesting article. Cheers, Moses
    Feb 20 12:15 PM | 1 Like Like |Link to Comment
COMMENTS STATS
379 Comments
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