Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Bob de'Long

Bob de'Long
98 Followers
18 Following
Send Message
View Bob de'Long's StockTalks BY TICKER:
  • Bob de'Long
    This page is messed up for me.
    Mar 20, 8:28 AM
    Reply
      • Bob de'Long
        Are we making a last run at today's lows?
        Mar 19, 3:29 PM
        Reply (5)
      • View all 5 replies
        • bd4uandu: My holdings can't seem to make up there minds today up or down right now things in the red.
          Mar 19, 3:53 PM
        • DaLatin: yeah, i've got way more reds,but, it's close and 4 good trades will edge day green in $ total. So far.. 5 minutes to go
          Mar 19, 3:54 PM
          • Bob de'Long
            Currents: $265M $SN is paying Hess (HES -3.5%) for 43K acres of south Texas shale is much lower than the $820M Tudor Pickering expected...
            Mar 19, 2:44 PM
            Reply (3)
          • View all 3 replies
            • Kevin Chapman: It seemed fairly cheap on back of the napkin math. Do you know a good place to find a map of the acreage SN acquired?
              Mar 19, 3:03 PM
            • Ocean Man: Thanks for posting that Bob, glad to hear it.
              Mar 19, 8:49 PM
              • Bob de'Long
                Euro just sliped verus $
                Mar 19, 11:57 AM
                Reply
                  • Bob de'Long
                    If Cyprus were tod defaut and its economy "collapse," it would be good. We would learn that it had zero effect on the U.S.
                    Mar 19, 4:19 AM
                    Reply
                      • Bob de'Long
                        My portfolio is now 100% green.
                        Mar 18, 11:05 AM
                        Reply (4)
                      • View all 4 replies
                        • TruffelPig: O&G stocks trade at a discount. They always lag in the economy and should run up late cycle. We are early cycle.
                          Mar 18, 11:31 AM
                        • joeg1969: Nice!
                          Mar 18, 11:57 AM
                          • Bob de'Long
                            I made one buy this morning. Nothing that I want is down much. This is about as exciting as YK2. Yawn.
                            Mar 18, 9:43 AM
                            Reply (5)
                          • View all 5 replies
                            • neobliviscar: freight train. Govt printing built up so much pressure that the cork has finally popped. If banks start lending again, it could get f'ugly.
                              Mar 18, 10:43 AM
                            • Perkins Cove: "Experience smerience"....lol....love your honesty.......grin
                              Mar 18, 10:55 AM
                              • Bob de'Long
                                Byzantine tax on rich folk's bank accounts in Cyprus, and the Lilliputians panic. Can't surf without waves / can't trade without volatility
                                Mar 17, 8:07 PM
                                Reply (6)
                              • View all 6 replies
                                • Bob de'Long: Germany & Sweden are much more socialistic than the U.S., but their people are more honest, thrifitier, and work harder than PIIGS & C
                                  Mar 17, 9:26 PM
                                • realornot: except they just drive BMWs & Audis, fast and efficient ppl.
                                  Mar 17, 11:49 PM
                                  • Bob de'Long
                                    Dow mini-futures just opened -100 points, mosty do to a strong US $; but we're a long way from exchange openings in the U.S.
                                    Mar 17, 6:02 PM
                                    Reply (3)
                                  • View all 3 replies
                                    • dvaughan22: If open down tomorrow down around 1% I'll have to decide whether to close puts or wait for more downside momentum. Could be buy the dip
                                      Mar 17, 6:15 PM
                                    • realornot: this time dips may not be bought! Watch out....
                                      Mar 17, 6:28 PM
                                      • Bob de'Long
                                        U.S. Supreme Court (The ugly nine) limits the SEC's ability to prosecute mortgage meltdown cases, due to statute of limitations.
                                        Mar 15, 3:10 PM
                                        Reply (2)
                                        • Energysystems: SEC isn't into prosecution anyway, just slaps on the wrist.
                                          Mar 15, 3:21 PM
                                        • Bob de'Long: A limp-wristed slap at that.
                                          Mar 15, 4:16 PM
                                          • Bob de'Long
                                            Pres Obama will announce Friday that he will ask Congress to spend billions more on alterative energy boondoggles for his contributors.
                                            Mar 15, 1:19 PM
                                            Reply (3)
                                          • View all 3 replies
                                            • hahaha48: that is just 3 f35's
                                              Mar 15, 2:19 PM
                                            • hahaha48: not counting maintainance which is another 1 billion for 10 years
                                              Mar 15, 2:19 PM
                                              • Bob de'Long
                                                24 additional gas drilling rigs put to work this week in U.S. Zero new oil rigs. See how fast gas supply matches a gas price increase.
                                                Mar 15, 1:07 PM
                                                Reply
                                                  • Bob de'Long
                                                    IRS Tax Guide 2013, Publication 17, Catalogue Number 10311G. Mine came this morning. 1/2-inch thick with no forms. Great info.
                                                    Mar 15, 10:26 AM
                                                    Reply (3)
                                                  • View all 3 replies
                                                    • Bob de'Long: Detriot needs my tax money
                                                      Mar 15, 10:36 AM
                                                    • bd4uandu: I they would bring back Motown and boot the Hip Hoppers problems would be over.
                                                      Mar 15, 10:46 AM
                                                      • Bob de'Long
                                                        Watching $SD today as a barometer of whether CEO Tom Ward will get fired. Up, of course, means investors think Ward will get fired.
                                                        Mar 14, 9:23 AM
                                                        Reply (2)
                                                        • dmba$$: just hoping it continues to climb. I've got ground to make up.
                                                          Mar 14, 9:42 AM
                                                        • Minutemen: Down -3% now. Must be a Texas Brawl going on.
                                                          Mar 14, 9:46 AM
                                                          • Bob de'Long
                                                            Rueters: $SD and TPG-Axon Capital in settlement talks that could lead to the departure of $SD CEO Tom Ward.
                                                            Mar 13, 4:13 PM
                                                            Reply
                                                              • Bob de'Long
                                                                $SD straight up
                                                                Mar 13, 3:31 PM
                                                                Reply
                                                                  • Bob de'Long
                                                                    Chevron $CVX plans to invest $36.7B to increase oil & gas production this year, only ~25% will be in the U.S. The rest is high risk.
                                                                    Mar 12, 6:00 PM
                                                                    Reply (3)
                                                                  • View all 3 replies
                                                                    • jvix: $DK nice reversal today. Sold but still watching refiners
                                                                      Mar 12, 8:02 PM
                                                                    • jvix: Own $PBF now
                                                                      Mar 12, 8:49 PM
                                                                      • Bob de'Long
                                                                        $XOM says its $600,000,000 foray into creating motor fuels from algae may not succeed for at least 25 yrs; major oils are major fruitcakes
                                                                        Mar 10, 6:03 AM
                                                                        Reply (8)
                                                                      • View all 8 replies
                                                                        • Michael Fitzsimmons: algae, like biofuels, "clean coal", solyndra, electric cars - they are ALL simply distractions to keep us addicted to gasoline (oil).
                                                                          Mar 11, 8:37 AM
                                                                        • Michael Fitzsimmons: ever wonder why the government hasn't tried the one thing that will work? (Natural Gas Transportation)
                                                                          Mar 11, 8:37 AM
                                                                          • Bob de'Long
                                                                            $SD investors won an injunction barring Directors from strong-arming shareholders into rejecting TPG-Axon's slate of board candidates.
                                                                            Mar 10, 5:52 AM
                                                                            Reply (1)
                                                                            • goaliejim: Does this ruling mean that SD cannot count any of the consent solicitations it received where it did not list TPG's slate?
                                                                              Mar 10, 5:52 PM
                                                                              • Bob de'Long
                                                                                Speculation: US/EU/Israeli-back military coup in Egypt. Will it be positive for $EGPT?
                                                                                Mar 9, 2:38 PM
                                                                                Reply (10)
                                                                              • View all 10 replies
                                                                                • Energysystems: Too bad firearms usually trump martial arts.
                                                                                  Mar 9, 4:12 PM
                                                                                • losbronces: Philippines are split Muslim south and Catholic north. Plenty of armed conflict there already.
                                                                                  Mar 9, 6:21 PM