Seeking Alpha


Send Message
View as an RSS Feed
View mjk0259's Comments BY TICKER:
Latest  |  Highest rated
  • AT&T And 'Losing' To Inflation [View article]
    Hmm but when the market crashes, t will not go down much. I hope.
    Jan 25, 2015. 09:29 PM | Likes Like |Link to Comment
  • Utilities Dividend Dogs: A 32% Advantage For 5 Lowest Price High Yield December 26 Issues [View article]
    Utilities are safe, Energy mlp's are not. Those dividends will not continue.
    Jan 25, 2015. 09:21 PM | Likes Like |Link to Comment
  • Overvalued Bonds Or Would You Buy Stocks With A PE Of 100? [View article]
    Good points but we all remember how quickly those stock prices can go down. Bonds too if inflation comes back. I own both but I'm feeling like I am picking up pennies in front of the bulldozer.
    Jan 25, 2015. 03:00 PM | Likes Like |Link to Comment
  • Why IBM Actually Grew Sales In 2014 [View article]
    I work in large company IT. No one even mentions IBM when we start planning a new applicatiion. Everythingis open source except vmware.
    Jan 24, 2015. 06:13 PM | 5 Likes Like |Link to Comment
  • AT&T's Comfy Status Quo Threatened By Google's Entry Into Wireless [View article]
    I expect they will send everything possible over wifi which will work in cities. They will not pay much for network access. This could be sigificicant threat. Much cheaper to build wifi hotspots then a conventional network.
    Jan 24, 2015. 04:30 PM | Likes Like |Link to Comment
  • 2 Upstream MLPs Hold Steady On Distribution Rates - For Now [View article]
    Most of the e&p mlp's will go bankrupt if current prices last for three yeard
    Jan 23, 2015. 11:01 PM | 2 Likes Like |Link to Comment
  • AT&T's Comfy Status Quo Threatened By Google's Entry Into Wireless [View article]
    Google will make it work mostly over wifi so they will not pay much to tmobilre or sprint. This could be a significant threat to t and vz for urban users.
    Jan 23, 2015. 10:56 PM | Likes Like |Link to Comment
  • 4 Things To Consider For Linn Energy As Uncertainty Rises [View article]
    Iraq tried to do that for many years without success. When there is a big pile of mpney to suck out and you break the straw, it gets rebuilt quickly. You would have to have sustained bombing for a year to shut down Iran oil production. Unless you use nukes.
    Jan 22, 2015. 07:50 PM | Likes Like |Link to Comment
  • Famous Dave's: Send Back The Hype Train, It's Overdone [View article]
    Great food though. Feast for two,yum.
    Jan 22, 2015. 04:30 PM | Likes Like |Link to Comment
  • U.S. Shale Will Shrink By 30%: So Double Your Money Today [View article]
    Top 10 Holdings (40.66% of Total Assets)
    Company Symbol % Assets YTD Return %
    Kinder Morgan, Inc. Common Stoc KMI 6.59 1.18
    Halliburton Company Common Stoc HAL 4.20 0.41
    Phillips 66 Common Stock PSX 4.16 0.82
    Anadarko Petroleum Corporation APC 4.11 -0.25
    Exxon Mobil Corporation Common XOM 4.06 0.41
    Williams Companies, Inc. (The) WMB 4.04 0.62
    Baker Hughes Incorporated Commo BHI 3.69 0.18
    EOG Resources, Inc. Common Stoc EOG 3.56 0.18
    Union Pacific Corporation Commo UNP 3.34 -0.44
    Cimarex Energy Co Common Stock XEC 2.91 0.83

    top ten holdings of icpux, not really concentrated in williston basin small companies despite the name
    Jan 22, 2015. 04:23 PM | Likes Like |Link to Comment
  • U.S. Shale Will Shrink By 30%: So Double Your Money Today [View article]
    If ISIS is making 3 million a day selling oil for twenty dollars a barrel, that is 150,000 barrels a day, not enough to matter if those fields are destroyed. Iraq is increasing production by more than that without those fields.

    Nice idea but there is a lot of pain to come yet including many bankruptcies. No need to rush.
    Jan 22, 2015. 04:20 PM | Likes Like |Link to Comment
  • Buy IBM After Its 'Bad' Earnings Report [View article]
    Book value doesn't have much relevance to tech companies. The value of research and inventory drops to zero real fast when they get in trouble.
    Jan 21, 2015. 10:52 PM | 1 Like Like |Link to Comment
  • Don't Panic, Linn Energy Could Actually Profit From Falling Oil Prices And A Sector Downturn [View article]
    We will find out what the real breakeven cost is later this year when the bankruptcies start amongst the highly leveraged production companies, not referring to linn in particular. There are a lot of companies in worse shape.
    Jan 21, 2015. 07:02 PM | 5 Likes Like |Link to Comment
  • Linn Energy Fails To Make The Bold Decision [View article]
    If they eliminate the distribution, the stock would probably drop fifty percent now and they will stll go bankrupt if todays prices last three years.
    Jan 20, 2015. 06:03 PM | 9 Likes Like |Link to Comment
  • Arch Coal Takes Another Beating [View article]
    133 tons?
    Jan 20, 2015. 07:15 AM | Likes Like |Link to Comment