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Veritas1010

Veritas1010
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  • Canadian Oil Sands: Sorry, But We Told You To Stay Away [View article]
    Long yes, but bought SU yesterday instead.

    Pioneers get arrows in there back, and yes occasionally the Prom Queen too.

    I'll take Steady Sally right now, and hold on to the Queens phone number for later reference.

    disc.: long, holding COSWF, and yes SU and CVE along with other large O & G equities
    Dec 5, 2014. 10:50 PM | Likes Like |Link to Comment
  • Canadian Oil Sands Will Receive A Double Boost By The Time Oil Prices Start To Recover [View article]
    Stay away from some, COSWF, (the first cut came today and my hand still bleeds on this falling knife). But go ahead an accumulate quality, SU, (I did today), and maybe CVE. CNQ has a lot of supporters but I need more income than this.

    COP is an indirect investment in the sands. Internationally I like RDS-B.

    So yes, buy, but buy more focused quality in a storm of this magnitude. And yes, hold on to dear life with others as oil will bounce back.

    disc. Long on all mentioned above
    Dec 4, 2014. 08:19 PM | Likes Like |Link to Comment
  • Canadian Oil Sands dives on dividend cut [View news story]
    We all knew it was coming. The question was how much.

    Hopefully it can staunch the blood-letting and in the future advance again when oil swings upward.

    Glad actually they didn't suspend it...for now.

    disc: long COSWF
    Dec 4, 2014. 01:28 PM | 1 Like Like |Link to Comment
  • Canadian Oil Sands: Sorry, But We Told You To Stay Away [View article]
    Market loss, no arguments here save agreement.
    Dec 3, 2014. 07:54 PM | 1 Like Like |Link to Comment
  • Canadian Oil Sands Will Receive A Double Boost By The Time Oil Prices Start To Recover [View article]
    In-situ, therefore what about COSWF?
    Dec 3, 2014. 07:40 PM | Likes Like |Link to Comment
  • Energy stocks march higher [View news story]
    Just keep the sell-off happin'!!!

    disc: long, XOM, COP, RDS-B...you can guess the rest...
    Dec 3, 2014. 01:39 PM | Likes Like |Link to Comment
  • Vodafone: A Solid Quarter And A Slight Dividend Raise [View article]
    Thank you for the update.

    Glad I held on!

    disc: long VOD
    Dec 3, 2014. 01:35 PM | Likes Like |Link to Comment
  • Tillerson says Exxon OK with oil as low as $40 [View news story]
    Live and learn.

    The reason I continue to hold XOM, and the reason now why I won't sell going forward.

    Humble-Pie has been served and I've taken my fair share, thank you.
    Dec 3, 2014. 11:44 AM | 2 Likes Like |Link to Comment
  • Canadian Oil Sands - What's It Worth? [View article]
    Thank you for the focused evaluation.

    So, the prescient question becomes with the global uncertainty of oil does COSWF make sense as a nibble in the $11-12+ range?

    While my entry points to COSWF are, unfortunately, a lot higher than these numbers, my hand is still dripping from the blood of the falling knife... With this reality in mind, while I still believe COSWF can pull through, prices of $17-18-19+ are probably a long, long way - at best into the future. So, I'll hold my cards and see if they can balance dividend payout, CapEx, and debt servicing if needed going forward.

    For the moment, I have been nibbling instead on RDS-B and a bit of SU. In the mean time with Imperial's and SU's interest in Synacrude I think hold, not fold or accumulate are the correct moves - at least for me.
    Dec 2, 2014. 03:19 PM | 5 Likes Like |Link to Comment
  • Canadian Oil Sands: Sorry, But We Told You To Stay Away [View article]
    Hello Market:

    My personal problem with nuclear is not ideological. It is a powerful an unique energy. The problem is what do we do with the waste? And, how we can trust a government (any) to dispose of this incredible toxicity in a manner such that our children's children are not poisoned?

    To wit, there is the issue of environmental damage or warfare/terrorism. Both issues have historical relevancy, the former common sense.
    Dec 2, 2014. 03:03 PM | 1 Like Like |Link to Comment
  • Oil: The Good, The Bad And The Ugly [View article]
    We all the know "The Rock is Going to Fall on Us" (Harry Chapin), the question is when? Maybe it's not a rock, but the sinkhole of deflation? Deficits by global keysians ad nauseum and no real growth are long term structural economic headwinds globally.
    Dec 2, 2014. 01:07 PM | Likes Like |Link to Comment
  • Oil & Gas Stocks: 'Black Friday' And Updated Correction Scorecards [View article]
    Excellent work here, thank you.

    Deflation is a legitimate fear. Nonetheless I have been nibbling. Fear is a potent motivator, long term profit even greater for me. A lot of good companies on sale.
    Dec 1, 2014. 08:17 PM | Likes Like |Link to Comment
  • Suncor Energy's 3.5% Dividend Yield [View article]
    I'll take SU, with a serving of COSWF and CVE. Thank you.

    disc: long on all the above along with XOM, COP, etc.
    Dec 1, 2014. 08:04 PM | 2 Likes Like |Link to Comment
  • Moffett: AT&T inflating earnings via revenue recognition policy [View news story]
    Once again CEO Stevenson is way ahead of this curve too, right?

    I guess it's about corporate culture and ethics, and unfortunately AT&T doesn't have a wise or stellar record in this area.
    Dec 1, 2014. 07:57 PM | 1 Like Like |Link to Comment
  • AT&T Backtracks On Fiber Threat [View article]
    Gee, let's look quickly at CEO Stephenson track record.

    First an abortive tie up with T-Mobile. How many BILLIONS did that cost the investors...how many millions have been spent by T just during the Obama administration on corporate lobbyists to ensure a tie-up like this went smoothly??? To wit Mr.Stephenson agreed to a termination agreement with T-Mobile that cost not only those billions but invaluable spectrum too. Did this wunderkinder move come out of Mr.Stevenson's compensation package? You know the answer to that, right?

    Now, let's get a case of foot-in-mouth disease. Sure, feel that way, certainly if you wish. But, to be a CEO of one of the largest American corporation and then make an on the record remark trying to gore the government bureaucrats; while that certain may feel good since when does truth (or your perception of it) directed at any government agency work without punitive retribution, a.k.a., "payback"? Who knows, the next thing might be an IRS audit, right? F.D.R. started that time-tested transference of pain long before Mr. Obama was elected. The Republicans have used this route before also by the way.

    Mr.Stevenson has proven his business mettle, that's why despite debt levels around 160%+ VZ is still the first company secure telco money reside in.

    disc. long T, VZ because big always gets away.
    Dec 1, 2014. 07:25 PM | 2 Likes Like |Link to Comment
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