jjmc2001's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/744007/comments http://seekingalpha.com/article/1448021/comments?source=feed#comment-19090371 19090371 Tue, 21 May 2013 17:11:48 -0400 http://seekingalpha.com/instablog/959816-peter-epstein/1868961-energy-fuels-2nd-largest-u-s-uranium-producer-poised-to-move?source=feed#comment-19078701 19078701 I have not followed the uranium miners for several years. I do follow and trade other miners but I am not bullish on US coal right now due primarily to the US political climate and the looming availability of Natural Gas.
I did listen to your interview with the CFO and I thought you asked all the right questions. I intend to follow that company. I toured that mill many years ago when I was working with the prior owners. ]]> Tue, 21 May 2013 13:27:22 -0400 I have not followed the uranium miners for several years. I do follow and trade other miners but I am not bullish on US coal right now due primarily to the US political climate and the looming availability of Natural Gas.
I did listen to your interview with the CFO and I thought you asked all the right questions. I intend to follow that company. I toured that mill many years ago when I was working with the prior owners. ]]> http://seekingalpha.com/article/1446691/comments?source=feed#comment-19047011 19047011 Mon, 20 May 2013 18:02:15 -0400 http://seekingalpha.com/instablog/959816-peter-epstein/1868961-energy-fuels-2nd-largest-u-s-uranium-producer-poised-to-move?source=feed#comment-19040461 19040461 Mon, 20 May 2013 15:35:57 -0400 http://seekingalpha.com/article/1447331/comments?source=feed#comment-19038421 19038421 Mon, 20 May 2013 14:45:58 -0400 http://seekingalpha.com/article/1439351/comments?source=feed#comment-18960991 18960991 None of these plastics related comments shed any new light on Mr. Elop's comments which have been greatly taken out of context. Nor do they help in any way in my analysis of the future of NOK. NOK apparently had a number of supplier issues when they were bringing the 920 to market. I have gone back over many comments Mr. Elop made back then and nowhere did he mention the color variants as a cost issue.

Regardless of the cost difference of a red phone or a black phone NOK has to better manage their supply chain without ending up with excess inventory. This is a challenge to any company and is a formidable one when the product life cycle of a smart phone is sometimes measured in months instead of years. Industry pundits have lain some of the "parts shortage" on the chip suppliers and other internal parts suppliers. I have no idea from reading the financial statements nor do I really care at this point. Hopefully that is behind NOK now. The key now is to sell a bunch of Windows phones regardless of the color. I have been using a 920 since it was released by AT&T and it is a fine device and serves me well. I have also been using both a Windows 7 and Windows 8 laptop and both work quite well syncing with my 920. I can find little fault with Windows 8 and have begun upgrading my office staff to new Windows 8 laptops. So far they work just fine with our old Windows XP servers. I am long NOK, INTC. I have nothing against AAPl and have used an iphone in the past and continue to use an ipad when I can wrest it away from my wife. I do prefer to use a Windows 8 ultrabook touch laptop when casually surfing the web.]]> Fri, 17 May 2013 16:33:32 -0400 None of these plastics related comments shed any new light on Mr. Elop's comments which have been greatly taken out of context. Nor do they help in any way in my analysis of the future of NOK. NOK apparently had a number of supplier issues when they were bringing the 920 to market. I have gone back over many comments Mr. Elop made back then and nowhere did he mention the color variants as a cost issue.

Regardless of the cost difference of a red phone or a black phone NOK has to better manage their supply chain without ending up with excess inventory. This is a challenge to any company and is a formidable one when the product life cycle of a smart phone is sometimes measured in months instead of years. Industry pundits have lain some of the "parts shortage" on the chip suppliers and other internal parts suppliers. I have no idea from reading the financial statements nor do I really care at this point. Hopefully that is behind NOK now. The key now is to sell a bunch of Windows phones regardless of the color. I have been using a 920 since it was released by AT&T and it is a fine device and serves me well. I have also been using both a Windows 7 and Windows 8 laptop and both work quite well syncing with my 920. I can find little fault with Windows 8 and have begun upgrading my office staff to new Windows 8 laptops. So far they work just fine with our old Windows XP servers. I am long NOK, INTC. I have nothing against AAPl and have used an iphone in the past and continue to use an ipad when I can wrest it away from my wife. I do prefer to use a Windows 8 ultrabook touch laptop when casually surfing the web.]]> http://seekingalpha.com/article/1441851/comments?source=feed#comment-18923841 18923841 Thu, 16 May 2013 20:24:23 -0400 http://seekingalpha.com/article/1436821/comments?source=feed#comment-18861051 18861051 Wed, 15 May 2013 14:51:51 -0400 http://seekingalpha.com/article/1436821/comments?source=feed#comment-18860141 18860141 Wed, 15 May 2013 14:30:45 -0400 http://seekingalpha.com/article/1430591/comments?source=feed#comment-18827961 18827961 Tue, 14 May 2013 18:56:09 -0400 http://seekingalpha.com/currents/post/1023541?source=feed#comment-18823902 18823902 I am worried about China because NOK has had repeated supply line issues in China and numerous personnel changes there. I am long NOK but I am worried about Asia. My main reason for the earlier comment was to address the comments about T-mobile however Asia holds the key for the NOK turnaround in smart phones due to the large untapped potential. By the way I have owned a 920 since the day it was introduced by AT&T and it is far superior to any phone I have used (yes I have used several iphones). Apple showed us a breakthrough phone and now NOK/MSFT have made it help my business and efficiency.]]> Tue, 14 May 2013 16:41:54 -0400 I am worried about China because NOK has had repeated supply line issues in China and numerous personnel changes there. I am long NOK but I am worried about Asia. My main reason for the earlier comment was to address the comments about T-mobile however Asia holds the key for the NOK turnaround in smart phones due to the large untapped potential. By the way I have owned a 920 since the day it was introduced by AT&T and it is far superior to any phone I have used (yes I have used several iphones). Apple showed us a breakthrough phone and now NOK/MSFT have made it help my business and efficiency.]]> http://seekingalpha.com/currents/post/1023541?source=feed#comment-18814871 18814871 Tue, 14 May 2013 12:46:56 -0400 http://seekingalpha.com/article/1379171/comments?source=feed#comment-18793601 18793601 Mon, 13 May 2013 22:43:58 -0400 http://seekingalpha.com/article/1408771/comments?source=feed#comment-18545521 18545521 Anthony,
Really liked your article. I was long LSE and just sold a portion of my position over $7.00 as I thought it had come too far too quickly. Sorry to nitpick but your statement: "The company recently announced an initial public offering of 6,500,000 shares of company stock." is not accurate. The company is doing a secondary offering and the proceeds will be used to pay down debt or other corporate purposes. LSE is still my favorite REIT but now I am playing with profits on this one.
Thanks for the update.]]> Tue, 07 May 2013 14:10:52 -0400 Anthony,
Really liked your article. I was long LSE and just sold a portion of my position over $7.00 as I thought it had come too far too quickly. Sorry to nitpick but your statement: "The company recently announced an initial public offering of 6,500,000 shares of company stock." is not accurate. The company is doing a secondary offering and the proceeds will be used to pay down debt or other corporate purposes. LSE is still my favorite REIT but now I am playing with profits on this one.
Thanks for the update.]]> http://seekingalpha.com/article/1393671/comments?source=feed#comment-18453321 18453321 Sun, 05 May 2013 00:34:09 -0400 http://seekingalpha.com/article/1393671/comments?source=feed#comment-18447241 18447241 Sat, 04 May 2013 16:13:19 -0400 http://seekingalpha.com/article/1393671/comments?source=feed#comment-18380211 18380211 I made a comment earlier that was deleted but here is the short version:

Thanks for your thoughts on TPLM. I have listened to the CC and reviewed the accounting info and think it is a non-issue. What matters to me is what they can produce (and prove up) in the next several quarters.
I thought that TPLM was not as prepared as they should have been to respond to the accounting questions. The issue is confusing but their responses did further their cause. Bottom line for me is I went long (again) on yesterday's dip.]]> Thu, 02 May 2013 18:32:24 -0400 I made a comment earlier that was deleted but here is the short version:

Thanks for your thoughts on TPLM. I have listened to the CC and reviewed the accounting info and think it is a non-issue. What matters to me is what they can produce (and prove up) in the next several quarters.
I thought that TPLM was not as prepared as they should have been to respond to the accounting questions. The issue is confusing but their responses did further their cause. Bottom line for me is I went long (again) on yesterday's dip.]]> http://seekingalpha.com/article/1343481/comments?source=feed#comment-18311701 18311701 Looking forward to your thoughts on today's TPLM results. I have been waiting to get back in and the decline in WTI today may give me the price I am looking for.]]> Wed, 01 May 2013 10:12:45 -0400 Looking forward to your thoughts on today's TPLM results. I have been waiting to get back in and the decline in WTI today may give me the price I am looking for.]]> http://seekingalpha.com/article/1380371/comments?source=feed#comment-18240771 18240771 Mon, 29 Apr 2013 16:25:51 -0400 http://seekingalpha.com/article/1379171/comments?source=feed#comment-18235421 18235421 Mon, 29 Apr 2013 14:57:04 -0400 http://seekingalpha.com/article/1376781/comments?source=feed#comment-18152081 18152081 Good points as the dot.com boom illustrated the "inefficiencies" of stock market value.
I tend to shy away from income property REITs as a significant percentage of my personal assets are in land and real estate. I would certainly not chase PCL and the other timber REITS at current levels as I think the prices have gotten too frothy. LSE is one that deserves a look as they tend to have high quality single credit tenant properties. I will check out the others you mentioned as it is getting tougher to find 4%+ yield that is safe.]]> Fri, 26 Apr 2013 17:10:17 -0400 Good points as the dot.com boom illustrated the "inefficiencies" of stock market value.
I tend to shy away from income property REITs as a significant percentage of my personal assets are in land and real estate. I would certainly not chase PCL and the other timber REITS at current levels as I think the prices have gotten too frothy. LSE is one that deserves a look as they tend to have high quality single credit tenant properties. I will check out the others you mentioned as it is getting tougher to find 4%+ yield that is safe.]]> http://seekingalpha.com/article/1376781/comments?source=feed#comment-18149771 18149771 Fri, 26 Apr 2013 16:06:54 -0400 http://seekingalpha.com/article/1370911/comments?source=feed#comment-18138541 18138541 Fri, 26 Apr 2013 12:51:18 -0400 http://seekingalpha.com/article/1359761/comments?source=feed#comment-18054311 18054311 Wed, 24 Apr 2013 19:10:47 -0400 http://seekingalpha.com/article/1328371/comments?source=feed#comment-18050751 18050751 Wed, 24 Apr 2013 17:27:21 -0400 http://seekingalpha.com/article/1365771/comments?source=feed#comment-18042701 18042701 Don't forget that the US carriers operate on different systems so even if you had an unlocked 920 it would not work on Verizon. Therefore NOK is desigining a phone rumored to be the 928 which will work on Verizons network. Sprint is yet another network. NOK made a deal with At&T to be exclusive on the 920. They also had a phone for T-Mobile. I am not defending their marketing but they will be making different phones for different markets (and carriers) for specific reasons. Bringing the Asha line to the US would be a disaster as the US consumer does not want feature phones now. Rather they need to fill out the US product line with entry level smartphones to grab share from the lower priced Androids. For the record I will not be terribly upset if NOK spends its marketing dollars in Asia rather than the US.]]> Wed, 24 Apr 2013 14:54:52 -0400 Don't forget that the US carriers operate on different systems so even if you had an unlocked 920 it would not work on Verizon. Therefore NOK is desigining a phone rumored to be the 928 which will work on Verizons network. Sprint is yet another network. NOK made a deal with At&T to be exclusive on the 920. They also had a phone for T-Mobile. I am not defending their marketing but they will be making different phones for different markets (and carriers) for specific reasons. Bringing the Asha line to the US would be a disaster as the US consumer does not want feature phones now. Rather they need to fill out the US product line with entry level smartphones to grab share from the lower priced Androids. For the record I will not be terribly upset if NOK spends its marketing dollars in Asia rather than the US.]]> http://seekingalpha.com/article/1356941/comments?source=feed#comment-17941041 17941041 One of my dumbest moves was selling FCX around $30 before the split. At the depths of the financial meltdown I bought a sizable position of FCX around $18. When it met my target I sold and then watched it continue to rise and then split. I guess you will never go broke selling for a profit but that one still sticks in my mind. I bought some last week at $27.50 and will continue to nibble at the current levels. I have spent many years following the mining industry and really liked FCX but now with the oil assets the future is less clear but perhaps much better.]]> Mon, 22 Apr 2013 14:20:25 -0400 One of my dumbest moves was selling FCX around $30 before the split. At the depths of the financial meltdown I bought a sizable position of FCX around $18. When it met my target I sold and then watched it continue to rise and then split. I guess you will never go broke selling for a profit but that one still sticks in my mind. I bought some last week at $27.50 and will continue to nibble at the current levels. I have spent many years following the mining industry and really liked FCX but now with the oil assets the future is less clear but perhaps much better.]]> http://seekingalpha.com/article/1352281/comments?source=feed#comment-17855171 17855171 Thanks for the article. I have been long MRO for a long while for some of the saem reasons you cited for COP and been watching COP for an entry point when we got a break in WTI. Interesting that both MRO and COP both have good Eagle Ford acreage and WI shares in the Shenandoah well. Both simpler stocks since the refining sides have bee spun off. I think MRO paid dearly for their Eagle Ford acreage but it looks like a winner.

You have to ask your buddy where he got those crawfish. they grow pretty big near that Waterford Nuclear Plant. Easy to find too cause they glow in the dark.]]> Fri, 19 Apr 2013 19:24:27 -0400 Thanks for the article. I have been long MRO for a long while for some of the saem reasons you cited for COP and been watching COP for an entry point when we got a break in WTI. Interesting that both MRO and COP both have good Eagle Ford acreage and WI shares in the Shenandoah well. Both simpler stocks since the refining sides have bee spun off. I think MRO paid dearly for their Eagle Ford acreage but it looks like a winner.

You have to ask your buddy where he got those crawfish. they grow pretty big near that Waterford Nuclear Plant. Easy to find too cause they glow in the dark.]]> http://seekingalpha.com/article/1350561/comments?source=feed#comment-17848421 17848421 As always very nice work here. I share your view on oil pricing. I am still long MRO and waiting to pull the trigger on TPLM. Any opinion on a good entry price for TPLM heading into earnings?]]> Fri, 19 Apr 2013 16:25:39 -0400 As always very nice work here. I share your view on oil pricing. I am still long MRO and waiting to pull the trigger on TPLM. Any opinion on a good entry price for TPLM heading into earnings?]]> http://seekingalpha.com/article/1350121/comments?source=feed#comment-17836071 17836071 I was responding to the question posed. Most steam coal contracts tend to be long term in nature with minimum/maximum tonnages. Certainly short-term market forces will affect those negotiations. I think too many readers look at steam coal pricing as too similar to other industrial minerals.

I enjoy your work. Hope you revisit the shipping industry soon.]]> Fri, 19 Apr 2013 11:54:34 -0400 I was responding to the question posed. Most steam coal contracts tend to be long term in nature with minimum/maximum tonnages. Certainly short-term market forces will affect those negotiations. I think too many readers look at steam coal pricing as too similar to other industrial minerals.

I enjoy your work. Hope you revisit the shipping industry soon.]]>