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Joe from the Beach

Joe from the Beach
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  • The Hilton Trade [View article]
    Not luck. Steven A. Schwarezman belongs to the right clubs.
    Sep 23 10:50 AM | Likes Like |Link to Comment
  • Living Longer And Making Money: Life Extending Businesses [View article]
    GERN is not necessary narrowly focused. Its in a very promising research area: enzyme pathways within the human body. Its these pathways which promote or decrease vital body functions, such the movement of effective T cells or movement of cancer cells.

    Its current FDA concern, liver function, will eventually be resolved. Once resolved the stock should soar. No guarantee but a reasonable risk with an ample reward.
    Sep 18 12:17 PM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies: Is The Street Missing Forest For The Trees? [View article]
    Looking the Relative Volatility Index put out by ThinkorSwim. I see a value of 22.31. This means that the block sellers of GTAT are exhausted. Previously, when the RVI went down below 30, the srock went up. In December of 2013 the RVI was around 25 and the stock was about $7 a share. In May of this year the RVI was at 23 and the stock about $13. Sharp rallies followed both low RVI values.

    On the fundamental side, the Q4 e.p.s. are not significant. The full year 2015 is paramount. Can this management get its act together and meet deadlines? Even after 2015, the product is apparently unique and I would guess has decades of use in multiple items. In this regard, one place that has to be the Department of Defense, which must have need for face plates that do not break under stressful conditions and has the funding to do whatever it wants..
    Sep 16 05:39 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies - Short Interest Drops, But Does It Matter Now? [View article]
    True, Those shorting the stock and buying the convertible appear to be smart players. But those knaves out there that were naked shorts and had prior knowledge should prosecuted.
    Sep 11 11:01 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies - Short Interest Drops, But Does It Matter Now? [View article]
    With so much stock short prior to the Apple I Phone announcement, one has to at least look at insider trading. How many of the shorts knew as a fact that the I Phone 6's would not have the sapphire screen? My guess, most did.

    The SEC needs to do its job. At a minimum it should look at the 20 largest short positions, date them, and see if there was any contact between Apple or GTAT and the short sellers. This is a little bigger than Martha Stewart.
    Sep 11 10:41 AM | 2 Likes Like |Link to Comment
  • Why Is EOG Resources On The Up? [View article]
    The problems I see here are (1) the price of crude may go to less than $90 (2) while year to year comparisons are very good: Quarter to Quarter are barely positive.
    Sep 8 11:19 AM | 1 Like Like |Link to Comment
  • Gilead: Let's Make A Deal [View article]
    Consider a tax inversion for GILD. If they bought a Dublin based company, shuffled some papers, they save tens of billions and pay for the Dublin based company from the tax savings.
    Aug 28 11:00 AM | 3 Likes Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]

    The big picture here may be the location of Columbia with Pacific Ocean ports. Columbia's crude should be world competitive when shipped to Far East or the US West Coast. Another factor is the rise of Pacific Rubiales. That company should be the major Colombian energy company as the State owned company shrinks.

    PTAXF is then is right place at the right time. Its less than 2.0 EV/EBITDA should eventually be irresistible to Pacific R. As VD said, to the investor its also irresistible with its low valuation..
    Aug 27 12:07 PM | 5 Likes Like |Link to Comment
  • Continental Resources Is Set To Take Back Its Crown And To Double Its Reserves [View article]
    CLR has a few problems:

    1. Quarter to Quarter earnings were down
    2. Interest expense up with revenue down
    3. Possible significant derivatives losses
    4. Bakken oil is disadvantaged as most has to be hauled out by rail

    EOG a much better play, as might be APA and for the high risk taker LNREF
    Aug 25 11:33 AM | 1 Like Like |Link to Comment
  • Do These 4 Energy Companies Remain Excellent Short Candidates? [View article]
    I admit to be too old to short stocks. Best approach for me is to avoid companies with weak prospects and/or poor management. You have to be positive to make money in stocks. So rather than taking a shot at a company with a very high EV/EBITDA, one might have more success bu buying low EV/EBITDA ratios. Three of VD's prior recommendations stand out: EPSEF, LNREF, and CAZFF. I would note that Yahoo has incorrect numbers on both LNREF and CAZFF, while VD has the numbers right.
    Aug 19 12:46 PM | 3 Likes Like |Link to Comment
  • Natural Gas Prices: After Steep Decline, Where Do We Go From Here? [View article]
    NG has a real time direct correlation with weather. Unless then you are good at intermediate weather prediction, you can only guess what the future prices will be.

    But there are a couple of game changers out there. (1) a large export market (2) conversation of power plants from coal to NG.

    The latter has politics front and center, but the States of West Virginia, Kentucky, Virginia, and Ohio could line up against coal, if offered,say, major Interstate highways. The former is a done deal waiting for LNG faculties to be up and running.

    So I agree with VD in that one should buy undervalued stocks such as Epsilon and be patient.
    Aug 12 12:26 PM | 6 Likes Like |Link to Comment
  • How Chesapeake Energy Is Banking On America's Next Top Shale Play [View article]
    Thanks for mentioning Michigan, where CHK is accused of bid rigging. Bid rigging is an anti free market ploy designed to cheat the small guy out his property. Michigan had to be a minor area. Neighboring Ohio is different.

    If the authorities in Ohio took a lot a where CHK and Encanda and others bid or did not bid, there might be a serious criminal or civil case to be discovered in Ohio.
    Aug 4 02:38 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Portugal Rescues Banco Espirito Santo With $6.6B [View article]
    Who benefits from chaos in the Ukraine and Gaza? My guess: oil producing countries.

    If the chaos is State sponsored, which States?
    Aug 4 10:22 AM | Likes Like |Link to Comment
  • How Chesapeake Energy Is Banking On America's Next Top Shale Play [View article]
    Not worth the uncertainty attached to major litigation. I'll pass on this one until if and when they settle. Better plays are Value Digger's Lonestar and/or Epsilon.

    Let me get on my soapbox and condemn companies and their lawyers who draw up opaque contracts designed to screw whoever signs them. Wall Street firms did this and almost brought down the world's financial system I have no idea what CHK did or did not do, but if they are fair with their counter parties, settlement should be easy.
    Aug 4 01:14 AM | Likes Like |Link to Comment
  • New Permian Pure-Play RSP Permian Means Business [View article]

    Ms. Warren

    What is RSPP's average cost per well and average daily production rates on successful wells?
    Jul 30 05:48 PM | Likes Like |Link to Comment
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