Jion

Jion
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  • Brian Bagnell's Tips For Smart Oil And Gas Investing  [View article]
    Since Brian Bagnell is talking about debt-free producers with pristine balance sheets, he should include Chinook Energy (CKE) in his list.

    CKE is debt-free and cash-rich and entered January 2016 with C$27 million working capital surplus and approximately C$30 million in cash.

    CKE's CapEx for the first half of 2016 is C$13 million, while its operating cash flow for the first half of 2016 is about C$10 million. So CKE will exit June 2016 with zero debt and Negative Net Debt about C$25 million...
    Feb 6, 2016. 11:14 AM | 2 Likes Like |Link to Comment
  • 2 Quality Stocks From The Offshore Drilling Space  [View article]
    Hi Economics Fanatic,

    I noticed you post a lot of trades on Tradingidea.com website.
    Is this you who is posting there or am I mistaken?

    What is your opinion about Tradingidea.com website?

    I am a new user there and I have found several good opinion leaders whose strategies hit big ROIs.
    Jan 6, 2016. 02:19 PM | Likes Like |Link to Comment
  • Seadrill Partners Is Attractive At Current Levels  [View article]
    Hi Economics Fanatic,

    Thanks for the SDRL article. I noticed you post a lot of trades on Tradingidea.com website.
    Is this you who is posting there or am I mistaken?

    What is your opinion about Tradingidea.com website?

    I am a new user there and I have found several good opinion leaders whose strategies hit big ROIs.
    Jan 6, 2016. 09:20 AM | 2 Likes Like |Link to Comment
  • Save Petroamerica Oil From Gran Tierra Energy  [View article]
    Well, for many months VD was telling us to add to PTA and short HK. If we did both, then the result could be great (HK is traded around 0.25 today)....
    Dec 17, 2015. 10:48 AM | 1 Like Like |Link to Comment
  • Warm Winter In Many Countries Will Add To Woes In Energy Markets  [View article]
    Natural gas is near to a multi-year low. At these prices, is better to stay away than short it.
    Always someone will say that there is lower price that the already low, and higher prices than the already high ones. Only once he will be wrong, but it will be a crucial one.
    Dec 14, 2015. 04:13 AM | Likes Like |Link to Comment
  • 2 Under-The-Radar Takeover Targets With Strong Catalysts Ahead  [View article]
    You haven't even read the article or check the stocks. Both are already up more than 50%.
    Dec 12, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Restoration Hardware's (RH) CEO Gary Friedman on Q3 2015 Results - Earnings Call Transcript  [View article]
    This SA author was spot on about RH and its flawed business model but few listened... He has been bearish on RH and his price target is below $80, according to his bearish article below:

    http://seekingalpha.co...
    Dec 11, 2015. 12:56 PM | 2 Likes Like |Link to Comment
  • Restoration Hardware Is Worth A Look  [View article]
    Dushyant,

    I wasn't familiar with RH before I read this recent bearish SA article on RH. According to the author, there are many good reasons in this article why RH is an short candidate with significant downside to come, in line with the peers' valuation:

    http://seekingalpha.co...

    Have you read this article?

    Thanks!
    Dec 10, 2015. 05:14 AM | 1 Like Like |Link to Comment
  • 2 Under-The-Radar Takeover Targets With Strong Catalysts Ahead  [View article]
    Great call also on PDQ Value Digger! 40 cents special dividend, 32% up today.
    Thank you!
    Dec 8, 2015. 12:28 PM | 3 Likes Like |Link to Comment
  • Save Petroamerica Oil From Gran Tierra Energy  [View article]
    As for the current price of PTA, I remember very well what all the criticizers of PTA were saying: "I don't care if PTA is cheap, I just see the price and it's dropping".
    So, all who hold some shares here do not care why too, they just see the price, and it is at C$1.30 now, at last February price levels. Unfortunately, we can't say the same for other E&P stocks like those are mentioned above.
    Dec 1, 2015. 09:41 AM | 2 Likes Like |Link to Comment
  • Save Petroamerica Oil From Gran Tierra Energy  [View article]
    Vijoda, I think VD has already answered to that, I guess you missed it.
    He refers to what happened to PTA and other stocks, like HK in which you werte bullish, after the big and shart drop of oil:

    "In contrast, numerous energy names have become fundamentally weak in 2015 while fighting for their survival. But, many investors have a completely erroneous approach to value investing. This is why, they bought these names in February 2015 while ignoring Petroamerica at C$1.30/share (pro-forma the reverse split). Unfortunately, they will never get their money back. This is the key difference here. And, I am saying this because the banks will be less likely to "kick the can" again after last spring's redetermination season, which proved to be a nonevent. This fall's redetermination will be more punitive than the last spring's one, leading these companies to reduced liquidity at a time when they are in desperate need of cash, given lower commodity prices. And, this strict approach is not going to change in the next spring's redetermination. "
    Dec 1, 2015. 09:35 AM | 2 Likes Like |Link to Comment
  • Avoid Square, But Do Not Short It Just Yet  [View article]
    I have to agree with the author...Maybe not a good short, but definitely not a buy for me.

    -Hey Chris, I noticed you recently started to post stock picks on Tradingidea.com website, which seems to be a very innovative new platform. Will you continue to post stock picks on it?
    Dec 1, 2015. 09:30 AM | 2 Likes Like |Link to Comment
  • Save Petroamerica Oil From Gran Tierra Energy  [View article]
    Thank you for another insightful and factual article that supports our belief that this is an outrageously low offer. Much appreciated.

    Thank you also for standing behind your call for months. This is rare. Unfortunately, several other SA authors didn't do the same thing, but they act now like they are guru and experts. They act like they never suggested us load HK, CRK, GDP, LINE, SN. They think that we can forget the days when they were bullish about HK, GDP, CRK, LINE, MHR with their articles. Nevertheless, their bullish articles during 2013-2014 about these indebted stocks are still there and they will always remind us of their past awful recommendations.
    Dec 1, 2015. 06:52 AM | 3 Likes Like |Link to Comment
  • Lockheed Martin: A Stock To Own Through 2016  [View article]
    I bought a few shares at the 10th of this month.
    I agree with the author, I'm planning to hold thru 2016.
    Nov 27, 2015. 04:00 AM | Likes Like |Link to Comment
  • 5 Reasons Why AMD's Latest Rally Will Hold  [View article]
    I totally agree with the author and I will add to my (small) position, with a long term horizon.
    Nov 27, 2015. 03:57 AM | 1 Like Like |Link to Comment
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