thomas728

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    • Thu Jun 5th 10:47 AM | Rating: 0 0
      Commented on:
      Is Lehman in the Midst of a Bear Stearns-like Meltdown?
      Mr. Amok,

      Well said and in verbage I can understand on one pass.

      While the braintrust at LEH has already picked a fall gal
      for the job of layering lies and dreaming up more language
      for the lazy......the Fed, again, will not let this outfit fail.

      "You wanted the big bucks sis......now show 'em your stuff !"

      Nothing less than Devil's Island is suitable for these fakes.

      "Hey !!! There's always the Fed. "But your spokesman (and
      with a fiduciary role) said........
      View article »
    • Tue May 13th 18:52 PM | Rating: 0 0
      Commented on:
      Colfax IPO Should Get Your Liquids Flowing
      Mr. Gold,

      Your analysis is pure "GOLD". All too many will simply "take a flyer"
      thinking of nothing but someone else ( CFX ) doing the work as
      they fall into a great space these days.

      Many thanks and I would be further indebted if you cared to
      share your latest ideas........

      Prosper,

      Tom Durkin / TomD728@gmail.com





      Great work and many thanks....
      View article »
    • Mon May 12th 08:24 AM | Rating: 0 0
      Commented on:
      China COSCO: Ride the Dry Bulk Profit Wave
      enduehi..........I am with you 100 % be it coal or some other
      commodity.

      Sure, you go into CICOF @ 4.00 and know you have to buy a
      "boatload" for the trade to pay.

      Pink Sheets ? Now who is watching the store ?

      I'm going to put this on my watchlist,however,and if the
      stock gathers the same sentiment as the author ....it
      ain't too late.

      Best,

      Tom
      View article »
    • Sun May 11th 22:00 PM | Rating: 0 0
      Commented on:
      The Humble Arithmetic of Portfolio Management
      Thoughtful piece but let us write to the unanointed.

      1.What do you consider "actively managed" ?
      2.How old is the "client".
      3.Are we asking about the power of the 401K and the like.
      4.The power of cost averaging over time.
      5.Being certain that you or your investor novice is watching
      the activity within a fund....mind you not critisizing holdings
      that may be off or sleeping better as the top % holdings are
      hot.

      With re-invested dividends and monthly contributions into a Roth
      or Traditional IRA or both, a good fund, time tested, would
      have the donor wish he/she never heard of bonds muchless
      60/40.You want bonds ? Buy convertibles debentures with a
      minor stake.

      Great piece and all prosper.

      Tom

      View article »
    • Fri May 9th 21:54 PM | Rating: 0 0
      Commented on:
      A Look at Earnings from Transocean and Devon
      I think I must be alone but spot oil is going to come off
      in a big way.Give you a reason ? The fundamentals in
      crude have not really changed.

      Why not last year or '06 ? And what has changed ? Nothing
      except for the lust not to let, what has become a historic
      up-tick escape the locals......and companies who never hedged
      are now doing so.

      Sure, crude could vault to $200 or better while this new frontier
      has to contend with itself on "what next".

      The mere fact that pricing on great stocks like RIG et al are intractably tied to the commodity itself gives me pause to
      think about the dog and it's tail.Always been this way ?
      Uh Uh !!!!!!!

      And what a technical picture on the very basics P:E, Income,
      etc.

      When crude does start back to real per barrel pricing the
      exodus will be worse than a fire at the disco......

      Anything concrete to offer the respected participants ?
      Absolutely none...it just seems as if I've seen this movie before.

      In any case I hope the longs prosper ...me ? I just have a
      ticket to the show.

      Out of RIG with a wonderful profit 6 weeks ago.

      View article »
    • Tue May 6th 07:50 AM | Rating: 0 0
      Commented on:
      Ode to Joy Global, Cramer's Mad Money (5/1/08)
      Sell Block.........AAPL ?

      Come back to us Seamus !

      seekingalpha.com/symbo...
      View article »
    • Thu May 1st 12:54 PM | Rating: 0 0
      Commented on:
      Commodity Conundrum Solved: The Hidden Parameter in Interest Rates
      Polaris.......Read the piece again.Your brief counter is from a
      fundamental view while Mr.Hamou is trying to relate to two movements apart and, of course, effect.

      Mr.Hamou may be on to something but the piece lacks any real
      testing from past action.

      Me ? Where there is a crying need for any product you can
      throw hypothesis out the window.
      View article »
    • Wed Apr 30th 11:57 AM | Rating: 0 0
      Commented on:
      American Water Works IPO Analysis: Just an Exit Strategy for Parent Company RWE
      Bill Simpson is one savvy guy !!!!!!!!!!!!!

      I would subscribe to his IPO newsletter if I could only get a
      shot at decent and promising IPOs.

      Tom Durkin (Durkin44@gmail.com)
      View article »
    • Tue Apr 29th 07:14 AM | Rating: 0 0
      Commented on:
      Tech Stocks to Lead the New Bull Market Higher
      Mr. Azar gives too much credit to the investor as to
      assume that any "thinking" by the investor went into
      the process.

      Would it not be grand if the daily volume were delineated
      by who was responsible for sell trading: Hedge Funds, Margin
      Calls, Mutual Funds, Option Players, etc., etc.

      Were that information available the data would aid immensly
      those who believe in the long term merits of their holdings,
      especially the high volume stocks we see at the top of the
      daily action.

      Then again, that scenario would effect those of sound mind
      from scooping up the over-sold.......and that is one wonderful
      way of beating the knot heads while adding on a "Fire Sale"
      price.

      The cases cited are a wonderful example and in my case I
      was delighted to pick up SGP after the knee jerk sell off.

      I have used that selection process to add, without trepidation,
      and I'm off to the next one.

      This missive is not about me but something for the Alpha
      Community to explore and make life a bit easier in what
      seems to be a senseless process at times.




      View article »
    • Tue Apr 15th 15:13 PM | Rating: 0 0
      Commented on:
      Mosaic, CF Industries: Fertilizer Stocks in a Bull Trend
      Well put Steve !!!!

      And IMHO:

      "Overweight" is the most mis-used term analysts could ever
      use.

      In it's proper context and used as one would classify a
      plane, ship, or freight car "Overweight" is an onerous
      classification and not those with the right sense of
      balance would employ.

      In defining one's holdings wouldn't you rather use the
      shop worn but more desirable "well balanced in growth
      and value" ?

      And back to MOS etc., if one is to believe the need in
      the U.S. (fill er up......ethanol please) and abroad especially
      India,China etc. the citizenry has already begun to riot
      over shortages in rice,bread,feed.......

      Thus the head on need for potash in the soil is no longer speculative nor is it brief.

      Yours truly,

      Tom

      View article »
    • Tue Dec 18th 19:03 PM | Rating: 0 0
      Commented on:
      Six Stocks to Keep You, and Your Portfolio Healthy
      Lipitor,while an enormous income producer for PFE, will be coming
      off patent in '08 (I believe but shortly in any event).

      And with it all that expense in development........

      The story now as always is what drugs are in pipeline for large
      pharma.

      Generic anyone ?

      My nickel ? MHS !

      View article »
    • Tue Nov 13th 03:13 AM | Rating: 0 0
      Commented on:
      Market Crash Imminent: Get Out While You Can
      That's two of us..........What has really changed since September ?

      This "Carry Trade" talk is an unmeasurable "potentia"l effect.

      From the words of a Specialist: "I see no reason to be long so
      I will simply sell into any rally."

      And that was uttered in early October.

      Me? I'm like any schmo who is long "quality growth" and want these
      shorts squashed like a grape.

      Tom
      View article »
    • Sun Sep 9th 02:36 AM | Rating: 0 0
      Commented on:
      Pessimism Has the Upper Hand - Again
      Jim,

      Well done !!!!!!!!

      Certainly the housing market and the endless attendant industries
      that will suffer are on the top of the water.
      Now we add to that obvious set of fears the talk and reality
      of outsourcing to Banglador, the U.S. debt held by China etc.
      (not an issue to this writer),the Hedge Fund bogeymen and
      the public awareness of their mortality, and suddenly the sky
      is falling causing defensive measures by "the pros" who have
      finally realized that sledge hammer maneuvers don't frighten
      any longer ............

      "Liquidity" ? What liquidity ? Joe Six Pack is at the ball park never to see or even discuss his participation except to lift one and
      say "Shhhhhhh !" or "I told you so !!!!"

      Tom
      View article »
    • Sun Sep 9th 02:12 AM | Rating: 0 0
      Commented on:
      Bill Gross Wants A PIMCO Bailout
      Great work...........thomas7...
      View article »
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