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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
I got back into APA today. Fingers-crossed we're near bottom.
A lot of energy looks cheap.
A see SHLD had yet another bad day...
http://seekingalpha.com/article/2729985-photos-empty-shelves-at-sears-and-kmart-as-vendors-get-squeezed
Ouch.
It's hard.
So many stocks can tank.
I like Cramer, even with all the hype, so wish he had just said I got this one wrong.
He would be in good company.
The trick is...not make a habit of it.
c
Labor was one of the commodities that companies noted as being scarce.
Love it.
So, three ways to produce...mine it, make it, farm it.
Which often makes me wonder...where does banking fit it, or travel...or any service industry, like insurance, ed…
Sorry. The board will likely be impatient with me here.
This list is great, of course. But it seems more of a reference list than worthy of a current post on WSJ.
c
Thanks Scott!
You know I've been looking to get back in. Have not pulled the trigger yet. Something told me (ha!) we would go lower.
We've all seen it before. And, it's here again, looks like.
APA just had an investor day where they based their f…
Since last post, have been adding to SAFM on pull backs.
Looking to get back into oil e&p if and when get sense that price of crude has stopped falling. Has it?
...a company with core products that are so firmly entrenched in the marketplace that every household in America and around the world must have them...no matter what the price...
Once again bigger than Exxon-Mobil.
Can you believe that?
Tough day...base metals (slammed), precious metals, industrials, financials, tech, most bonds...at least energy stopped falling, today anyway.
Light volume, if that's any consolation.
An opposing view, if you can stomach it...
http://www.alphaarchitect.com/blog/2014/11/17/does-doubling-down-work/#.VG0iofnF_5M
I do like Wesley's description of window dressing...
Under the pressure of career risks, mutual/hedge fund managers tend…
Thanks man.
Interesting to see an exit from COP and PSX, while establishing position in XOM.
From what I've seen, XOM is surprisingly less correlated with oil price than I would have thought. While APA, on other hand, is hyper correlated.
Hard to…
Good stuff bee.
Hey, attached is link to spreadsheet of SP500 companies by state (HQ resident in UsA)...
https://docs.google.com/spreadsheets/d/1zQLGEjAd-gf19k5eMr46im_wsg19zahFd1pNOcO6ssE/pubhtml
or
https://docs.google.com/spreadsheets/d/1zQLGE…
Hey. it only took three days, but M* status of my 1 star fund is now current...
Although I would have thought Friday's jump should have earned it a 2nd star...
Sorry man.
Here's our forecast for the week...
Although honestly, we need the rain.
One day, a great national project. Move water from anywhere in the country (or maybe the continent) from places that have too much to places that have too lit…
