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Holthusen

Holthusen
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  • GoPro Has Reached Bubble Levels... Get Out Now [View article]
    jp186, the problem is there are no metrics that support this pricing and some late investors are going to get hurt badly. There will be new buyers today that face the prospect of a 20% loss in as little as 20 minutes. When it begins to correct it will take out "Stop Loss Orders" like a row of domino's.

    PS: I like the stock, but I thought $40/share was too high.... Go figure!
    Sep 30 08:35 AM | Likes Like |Link to Comment
  • Spit Out GoPro Before The Camera Market Does [View article]
    Be nice! The Author has 2 Followers. You'll hurt their feelings!
    Sep 26 08:49 AM | Likes Like |Link to Comment
  • After An Impressive Payoff, Arsenal Energy Is Not In The Bargain Bin Anymore [View article]
    Value Digger, the following statement in your Article says it all:

    "Although the energy stocks are down on different reasons (i.e. overvaluation, the drop of the oil price, the drop of the nat gas price, operational issues, all of the above), Arsenal has stayed immune to this pullback."

    Very few Oil stocks can make this claim and therefore your recommendation of Arsenal Energy is all the more impressive and certainly adds to your growing reputation!

    PS: Unfortunately before I started following you, I invested in Lightstream. I'm still sitting on those shares (formerly called Petrobakken,) and like Waltd80 above, I wonder if you have a quick opinion of this battered E&P Company.
    Sep 26 08:02 AM | 3 Likes Like |Link to Comment
  • Update: Tekmira Pharmaceuticals Corp. Has A Framework To Treat Ebola Patients [View article]
    Great work. I've been long awhile now and this will help absorb the beating I've taken on ICPT.
    Sep 22 02:45 PM | Likes Like |Link to Comment
  • Why Dresser-Rand's Shares Are Cheap [View article]
    Excellent article & call. The Oil & Gas Industry could not function without pumps and compressors.... as seen in the acquisition activity this week which drove valuation to the red area of your curve. 
    Sep 19 09:24 AM | Likes Like |Link to Comment
  • Keystone XL cost doubles in South Dakota [View news story]
    Robert Redford and his pals couldn't be happier. Obama has delivered on his promise.
    Sep 17 10:52 AM | Likes Like |Link to Comment
  • Seadrill: Should You Double Down Now And Go All In Close To Seadrill's 52-Week Low? [View article]
    The article suggests investors "revisit the investment thesis in light of new information and possibly double down when one can decide that the original investment thesis is still valid."

    While I believe SDRL is "best of class," and was one of my favorite holdings, I'm wondering what "new information" validates continued investment in deep water? On a global basis we seem to be in an oversupply of relatively cheap oil and I can't find any information suggesting this situation will change in the near future. I would take solace in Seadrill's "massive order backlog" except for the very real possibility that these orders may be delayed and in a worst case canceled.

    Currently, I fail to see the "new information" that will guarantee that Seadrill's income (and dividends) will grow or maintain current levels. Failure to find this new information will keep me on the sidelines.
    Sep 16 08:48 AM | 3 Likes Like |Link to Comment
  • Should You Ditch Yahoo For The Alibaba IPO? [View article]
    Why has YHOO been dropping the past 2 days?
    Any thoughts?
    Sep 10 10:43 AM | Likes Like |Link to Comment
  • Should You Ditch Yahoo For The Alibaba IPO? [View article]
    edjan, I agree with you. The author seems to think BABA is going to open at the set price and it's share valuation will hold steady when open market bids come in. I'm staying with my YHOO.
    By the why, here is the AH price from the Yahoo Finance site:

    "After Hours : 40.64 Up 1.05 (2.65%) Sep 5, 7:59PM EDT"
    Sep 7 12:04 PM | 2 Likes Like |Link to Comment
  • Should You Ditch Yahoo For The Alibaba IPO? [View article]
    Those GOPRO'er have carried optimism to the extreme. It nearly went to $60 on Friday. It's the biggest game of "Hot Potato" in the world of day traders right now.
    Sep 7 11:55 AM | 2 Likes Like |Link to Comment
  • Chinese EV Battery Market Just Another Bullish Catalyst For Extremely Undervalued Highpower Technology [View article]
    Michael, thank you for another great article. It seems the really good authors/contributors on SA collect a couple of Posters that stalk their every move. Value Digger suffers from the same situation. It's the price you pay for your excellent work.
    Sep 3 08:52 AM | 2 Likes Like |Link to Comment
  • Capstone: Low Risk, High Reward [View article]
    Great Engineered Products marketed by a Management that has proven to be incompetent beyond belief!

    I feel sorry for the designers, workers and SHAREHOLDERS.
    Sep 3 05:44 AM | Likes Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    blueice, I couldn't agree more!
    I've often wondered how many approaches Value Digger has had from private & public Investment firms. I'm betting it's a high number.
    As a steady reader of SA articles on all topics (when I have time,) I cannot recall such a prolific & educational Author. His articles have an amazing amount of details from the financials all the way to the geologic details of the drilling zones!
    Aug 26 03:44 PM | 10 Likes Like |Link to Comment
  • Ship Finance International - What's In Store For Shareholders? [View article]
    This is a well written and informative article. I have been long SFL for over 10 years with a few flips of stock to capture Capital gains (in 2012 & 13) as I had taken advantage of dips to $15 with predicted rises above $17. However all the while I have maintained a core holding to capture the double digit dividend.
    Your comment on refining is very interesting as there is a global shift tanking place in locating Refining Facilities. Australia's plant closings are due to their age and delay in making needed upgrades. Asia is running many of their transport vehicles on diesel and shipping cheap gasoline (as part of the refined barrel) to Australia almost as an unwanted by-product. Meanwhile the renaissance of crude oil production in North America has given refineries located in the US new life. I think you are correct in the change in future composition of petroleum products that will be delivered by global tankers.
    Aug 26 03:17 PM | Likes Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    geit, unfortunately the pipelines have always been a favorite target of Terrorists on a Global basis.
    FARC's favorite game in Columbia (in past years) was blowing up the Crude transport lines. This was more for attention than creating a serious shut down of operations. The lines have always been restored quickly and repair crews would then wait for the next "POP!"
    Your LINK gave me the chills as the Cartels are stealing refined product. It reminds me of the horrible burn cases in Nigeria when Gangs would break a gasoline transport line and the poor would gather around by the hundreds to fill pails & bottles. It was only a matter of time before the break and surrounding area was hit with an ignition source.
    Aug 26 02:04 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
616 Comments
939 Likes