Seeking Alpha

blueice

blueice
Send Message
View as an RSS Feed
View blueice's Comments BY TICKER:
Latest  |  Highest rated
  • Special Situation: New IPO Crashes 90% Out Of The Gate On Unexpected Dump [View article]
    Mr Naybob, nice link and website...Bookmarked! Many tanks!!
    Feb 24, 2015. 10:56 AM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    Ban, why the author continues to double down on his bad call I do
    not know.

    2015, is not going to be a Goodyear for goo; and thus any stock
    tie to it..Effectively, for the calendar year, it is morbid money.

    Not to mention the fact dat if one has a 50% drawdown, it takes
    100% gain to brake even.

    This is why I always use calipers on my positions.
    Feb 23, 2015. 12:53 PM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    No , 2231, it's third and short.
    Feb 23, 2015. 12:44 PM | Likes Like |Link to Comment
  • Another Undervalued Sand Stock: Fairmount Santrol [View article]
    SimpleDate, is it possible to place horns on your stick man.? 0 0
    ^
    V
    Feb 23, 2015. 09:58 AM | 1 Like Like |Link to Comment
  • Another Undervalued Sand Stock: Fairmount Santrol [View article]
    T-Time, I think the stock will test it's 52 week lows..When a stock is
    affirmed by another Contributor, I always pay special attention to the
    given advice.

    And indeed, a small float will float one's boat.

    BTW, thank you for your kind words!!
    Feb 23, 2015. 09:55 AM | Likes Like |Link to Comment
  • Another Undervalued Sand Stock: Fairmount Santrol [View article]
    Mr Pitti, several reasons..A current over supply of 1.5 to 2 millions bpd.

    A foreseeable weak world economy, controlled by Central Bankers and
    record world debt..

    The last govcession did not allow for a orderly redistribution of capital;
    as governmental units intervened unwisely to sustain their economic
    status quo.

    The high goo/crude pricing over the past decade is simply man made.
    Had the markets not been fettered there would have never been $140 oil. Even in America, the industry is highly regulated producing domestic shortages and an overpriced produce.

    Simply put, energy prices have been too high for too long..
    Feb 23, 2015. 09:43 AM | Likes Like |Link to Comment
  • Ripping The Shorts' Faces Off! [View article]
    Which is faster, a Tesla on the 1/4 mile or a Tesla thread on SA?
    Feb 22, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    Ban, we all have bad entry points..Irregardless of time, ones potential
    returns are diminish over any time period.

    A position at $71 will perform worse and a position at $51 will perform
    better than your $61..

    Yes, you can still outperform the 500 but that is the case with each and
    every single stock holding.

    CBI, is a good firm and it's non-voting stock will recover over time.

    If was in your shoes, I would average down at $40 but at the same time
    my agenda would be to exit the stock at or near break even.

    Ban, whatever is the case, I wish all the best.
    Feb 22, 2015. 10:19 AM | Likes Like |Link to Comment
  • Another Undervalued Sand Stock: Fairmount Santrol [View article]
    Good points, SimpleData.

    Mr Pitti, a very interesting narrative..We were not familiar with this firm.

    It's metrics are mixed and limited..Their debt load is of some concern for us.

    The stock is being placed on our watch list, however, we strongly fell that
    goo will continue it's decline throughout the 1st of 2015.
    Feb 22, 2015. 10:02 AM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    Gel, a business can not survive by eating it's costs; whether labor, material,
    interest or other fix costs..!
    Feb 21, 2015. 05:46 PM | 2 Likes Like |Link to Comment
  • Ripping The Shorts' Faces Off! [View article]
    LT, I stand or lie corrected.
    Feb 21, 2015. 04:39 PM | 1 Like Like |Link to Comment
  • Ripping The Shorts' Faces Off! [View article]
    GUY, one day he is going to run out of bait.
    Feb 21, 2015. 04:37 PM | 16 Likes Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    http://bit.ly/1z7tb2g

    "Tax incidence is a way to measure the true impact of taxes. At least one state study finds that when a new tax is created, over 80% of the burden ultimately falls on residents."

    Mr Browning, my GED mind tell me, that in general all costs related to
    operating a business are passed onto the end users.
    Feb 21, 2015. 04:35 PM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    Banmate, fair question and it depends on ones investment agenda..

    I can not be a long term investor as the current business is long in the
    tooth.

    I believe that the author began to recommend the stock last summer..And when he did, most of the early and eager buyers have a serious drawdown.

    Unless, at some point this stock rallies and does so big, it will under perform the averages.

    If my memory serves me, the stock reached a 45% decline after it was
    recommended. Of course, then it is tied to the goo industry which did
    little to help.

    It is still up 4 1/2 times from it's low of 2009: but those whom purchased
    the stock in the 65 to $70 level are likely to see a very lousy return on their investment.

    Please do not get me wong, Mr Jensen, is it a brilliant annalist but he
    got this pick wrong and badly so.
    Feb 21, 2015. 04:23 PM | Likes Like |Link to Comment
  • Ripping The Shorts' Faces Off! [View article]
    LT, I normally agree with most of your thoughts, but Telsa is still
    expanding top line growth and doing it in "four roughly sequentially flat quarters in a row."

    I do concur, that in due time Musk will drain his battery power.

    http://yhoo.it/14JziO2
    Feb 21, 2015. 04:01 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
3,754 Comments
3,036 Likes