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  • Ford Rated Strong Buy With 29% Upside [View article]
    F is up 85 % YTD. Earnings keep looking good. Dividend boost perhaps in the next quarter. I see this stock easily at 28 by the end of the year.
    Jul 15, 2013. 07:40 AM | Likes Like |Link to Comment
  • Refiners are oversold, Tudor Pickering says, after margins have been squeezed as WTI prices climb much faster than Brent. As North American supply growth continues, the spread will widen and support refiners' stocks, the firm says; with refiners off 20%-40% from their peaks, believers in North American crude supply growth should be buying here. CVI +6.3%, HFC +4.7%, PSX +2.9%, TSO +2.5%, VLO +1.9%[View news story]
    VLO earnings out on July 23.
    TSO earnings out on Aug 1.

    If these two stocks continue to decline after earnings it is time for this trader to sell. Tired of waiting around and watching these two stocks decline while other stocks in my portfolio have are climbing nicely the past 3 months. Of course if they hiked their dividend to say 3 percent...............
    Jul 8, 2013. 04:14 PM | 1 Like Like |Link to Comment
  • Buy Northern Tier Energy LP [View article]
    I like this stock and the company. Just received 3690 for dividend. I own 3000 shares. Was thinking about selling it when the price moves to the 26-27 range but changed my mind and think i will hold. This stock has yet to be discovered. Cramer needs to look at this one. I could see the stock moving to 30 soon. Remember, the stock was trading at about 32 on March 12 of this year. Did you see the P/E on this puppy. Incredible.
    Jun 3, 2013. 06:03 PM | 3 Likes Like |Link to Comment
  • Valero Energy Corporation Has Growth In Its Future And A Dividend To Boot [View article]
    The stock is going nowhere the last few weeks. Ibid to TSO.
    May 30, 2013. 11:53 AM | Likes Like |Link to Comment
  • Williams Partners Reports First-Quarter 2013 Financial Results, Updated Guidance [View article]
    Not very impressive. Will pass on this one.
    May 7, 2013. 04:09 PM | Likes Like |Link to Comment
  • CST Brands (CST -0.4%) - the spinoff of Valero's (VLO) convenience store business (for those in the Mid-Atlantic, think Wawa's superstores) - is again lower on its 2nd day of trading. Not a fan of the business model, Wilson Wang nevertheless says the low valuation has him interested. He's waiting first to see if institutional holders - Valero owners who have no interest in owning a retail operation - dump their stakes and create an even more enticing valuation (the Joel Greenblatt scenario). [View news story]
    Of course another way of looking at VLO: The glut of oil coming down the pipe will cut the margins of refiners, thus the price of the stock may drop or at least linger. Retail business spinoff might do better, ie., CST.
    May 4, 2013. 11:32 AM | Likes Like |Link to Comment
  • CST Brands (CST -0.4%) - the spinoff of Valero's (VLO) convenience store business (for those in the Mid-Atlantic, think Wawa's superstores) - is again lower on its 2nd day of trading. Not a fan of the business model, Wilson Wang nevertheless says the low valuation has him interested. He's waiting first to see if institutional holders - Valero owners who have no interest in owning a retail operation - dump their stakes and create an even more enticing valuation (the Joel Greenblatt scenario). [View news story]
    So far a great day trading stock.

    Low of 29.85 so far on this Friday trading day.
    May 3, 2013. 01:21 PM | Likes Like |Link to Comment
  • Undervalued Indicators For Big Oil [View article]
    No discussion on VLO and the upcoming spinoff.
    Apr 28, 2013. 06:00 PM | Likes Like |Link to Comment
  • Valero's Upside Case Has Not Been Reached [View article]
    Would have been nice to include an evaluation of VLO based on the upcoming spinoff.
    Apr 28, 2013. 05:57 PM | Likes Like |Link to Comment
  • Special Situation: CST Brands [View article]
    We purchased VLO on April 11 before the record date, so does that mean I can sell the VLO shares and still receive the CST shares.
    Apr 24, 2013. 10:00 AM | Likes Like |Link to Comment
  • Special Situation: CST Brands [View article]
    I think CST will be officially listed on the NYSE on May 1. So my question is: what happens to the price of VLO after the spinoff. The VLO-WI is now sitting at 36. Does that mean VLO will open on May 1 at 36 bucks.
    Apr 23, 2013. 10:16 AM | Likes Like |Link to Comment
  • Johnson & Johnson's New Diabetes Drug And Its Competitors [View article]
    Agree with Jean:

    This from a NYTimes article three days ago about this drug:

    But the drug, whose generic name is canagliflozin, also has potentially serious side effects. The clinical trials revealed some signs of elevated stroke risk and a small increase in patients’ experiencing heart attacks within the first 30 days of taking the medicine. The drug also was shown to raise LDL, or “bad” cholesterol levels, although it also raised the level of HDL, or “good” cholesterol.

    However, an F.D.A. spokeswoman said Friday that the significance of those findings was unclear, and the label of the drug includes no warnings about heart attacks or strokes. The F.D.A. is requiring Johnson & Johnson to conduct five post-marketing studies, including a clinical trial to determine more definitively if the drug increases those risks.

    The F.D.A. said the drug’s most common side effects were vaginal yeast infections and urinary tract infections.

    In January, an F.D.A. advisory panel voted 10 to 5 in favor of approval. But panel members called on Johnson & Johnson to closely monitor patients enrolled in long-term safety studies. Some of the members said they did not think the drug should be prescribed to people with moderate kidney disease.

    Invokana is in a class of drugs called SGLT2 inhibitors. They block the action of the sodium-glucose co-transporter 2, which puts sugar removed from the blood by the kidneys back into the bloodstream.

    Last year, the Food and Drug Administration rejected another drug in that class, dapagliflozin from Bristol-Myers Squibb and AstraZeneca, because of safety concerns, including a possible increased risk of breast and bladder cancers. But it was approved in Europe in November under the name Forxiga.
    Apr 2, 2013. 07:03 AM | Likes Like |Link to Comment
  • Reed's CEO Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    Nice post mister-ugly. Kombucha is sometimes hard to find in our Whole Foods store in Chapel Hill. They frequently run out. The display of Virgils on the end aisles was nice. Now.............. if we could just see a little movement in the stock.
    Mar 26, 2013. 08:40 AM | Likes Like |Link to Comment
  • eBay Takes Price Wars To Amazon: Who Wins? [View article]
    Different class of customers on Amazon. Ebay will have a lot of catching up to do and IMHO will never catch up with eBay. I sell products on both Amazon and eBay. My sales on Amazon are beginning to surpass my sales on eBay and I have free shipping for the same products on eBay but not on Amazon. Ebay is quickly turning into an Alibaba. There are an increasing number of foreign sellers now peddling their products on eBay. Would love to see the stats.
    Mar 23, 2013. 12:15 PM | Likes Like |Link to Comment
  • Amazon (AMZN) is the new eBay (EBAY): just as eBay merchants have long griped over rising Marketplaces/PayPal fees, Amazon's 3rd-party sellers have become agitated over a string of fee hikes - both for Amazon's cut on merchant sales, and for related services. 3rd-party sales now make up 39% of Amazon's unit sales, and have been lifting its gross margin. eBay could benefit from the backlash - one firm estimates it costs $2.72 to sell a $10 item on eBay vs. $3.92 on Amazon - but as eBay knows all too well, complaining and leaving are two different things. [View news story]
    We prefer selling on Amazon although we sell on eBay also and have for about 10 years. The difference in customers is glaring. A much better customer base on Amazon compared to eBay. We report buyer abuse on eBay at least a couple of times per month. We have reported buyers with abusive and foul language, threats, and even black mail. "If you don't pay return shipping we will leave negative feedback" even though it says buyer responsible for return shipping. We never get this with our products on Amazon which are identical to what we sell on eBay.
    Mar 18, 2013. 01:17 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
89 Comments
70 Likes