JustMee01’s Activity

Thu Apr 3

NL

Article

JustMee01 published an article 11:04 AM

2 of Buffett’s Widest-Moat Energy Bets

Two of Berkshire-Hathaway's widest-moat energy plays can still be bought at the price Buffett paid.

Fri Mar 28

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Boards Post

JustMee01 replied to the Investing Beginners board. 9:57 PM

Re: $1000 to invest

AI,

Paul's right that an S&P 500 tracker, either Vanguard's or the SPY ETF is probably the best place to start.

If I had $1000 to put to work and was forced to in this market, I'd buy Berkshire-Hathaway, BRK-B.

All that [more]

NL

Article

JustMee01 published an article 11:29 AM

Capex Is Cramping LINN Energy’s Style

As LINN Energy grows, increased capital expenses are eating up more or its cash flow.

Wed Mar 26

Article Comment

JustMee01 commented on an article. 5:44 PM

Can LINN Energy Cover Its Distribution?

Dsandman,

I read that capex line from the JP Morgan report second hand. I haven't found the report on line. Sometimes people sneak them on to file sharers, but I haven't been able to google a copy up.

[more]

Article Comment

JustMee01 commented on an article. 5:24 PM

Can LINN Energy Cover Its Distribution?

Skepik,

The point is not that production growth is irrelevant. It certainly is, and LINN will grow production in 2014. The point is that focusing on raw production headlines can be misleading since they blend

[more]

Article Comment

JustMee01 commented on an article. 4:08 PM

Can LINN Energy Cover Its Distribution?

Dsandman,

The $93 per barrel used is based on LINN's Q4 pricing. The gas price used is also what they received in Q4. Rather than try to guess what LINN will get, I felt it best to anchor the analysis on last

[more]

Tue Mar 25

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Article

JustMee01 published an article 12:15 PM

Can LINN Energy Cover Its Distribution?

There's considerable concern that LINN Energy will be able to cover its distribution after the Berry deal's dilution. The high value of Berry's liquids-rich production makes that probable.

Sat Mar 22

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Boards Post

JustMee01 replied to the Investing Beginners board. 11:10 AM

Re: Starting Over Again

Ronny,

Since you're interested primarily in ETFs, kahuna's suggestion of a larger broker makes even more sense. Many of the larger brokers give free trades on opening and more importantly, access to ETFs at no trading cost. Zero is even [more]

Thu Mar 13

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Article

JustMee01 published an article 10:05 AM

Will This Massive Oil Merger Pay Off?

Energy XXI agreed to acquire smaller rival Gulf of Mexico shelf producer EPL Oil & Gas for $2.3 billion. Operational synergies will be critical for that high price tag to work.

Mon Mar 10

NL

Boards Post

JustMee01 replied to the Value Hounds board. 2:11 PM

Re: Expenses on short positions

Ben,

Yep. All makes sense now.

The broker that had shares was TDAmeritrade. I don't know how many, but it was less than 500 shares. Scoop 'em up if you wish.

Thanks again for your help,

Peter

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Boards Post

JustMee01 replied to the Value Hounds board. 12:21 PM

Re: Expenses on short positions

Hey Ben,

You wrote:

"This WHX situation is well known. Cost to borrow are 94% (at my broker) and I would bet a lot of money that if *any* retail broker was giving shares out for free (possible, and is a well known [more]

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Boards Post

JustMee01 replied to the Value Hounds board. 8:42 AM

Re: Expenses on short positions

Guys. Thanks for the replies. I'm surprised that there's not a cost to loan shares in all situations. What's in it for the lender? I realize that the broker is just using its own retail inventory. But still, I don't see what they get from it, other [more]

Sun Mar 9

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Boards Post

JustMee01 posted to the Value Hounds board. 9:23 PM

Expenses on short positions

I've never, ever in my life shorted a stock. I've shorted plenty of options, but never an individual stock. I'm certain that folks here have.

I'm wondering about the expenses for a short sale. What's the cost for borrowing shares? I've [more]

Sat Mar 8

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 10:42 AM

Re: Buying a vacation home in 10 years

The answer depends upon a lot of things that you haven't provided. It's sensible not to disclose them on the internet, so I completely understand that...

However, it's a big factor. There are other things to consider. How much of the cost do [more]

Sat Mar 1

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 6:45 PM

Re: Inventory Turnover BWLD

JK,

I'm not sure about the inconsistency either. But, 81% turnover for BWLD is impossible. If they turned only 81% of their inventory per reporting period, they would give a lot of people food poisoning!!!!

Since this is really a [more]

Fri Feb 28

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 8:23 PM

Re: Inventory Turnover BWLD

jp,

Where did you get that 81% number that you reference? Yahoo?

TMF has a number that's pretty close to yours. It's 122:

[more]

Thu Feb 27

Article Comment

JustMee01 commented on an article. 1:50 PM

A Deep Look at LINN Energy's Fourth-Quarter Results

zorro,

"I hate to see distributions stay static though, sends the wrong signal. I think they should have bumped it a nickel, just as a show of good faith. They seem to have the room."

[more]

Article Comment

JustMee01 commented on an article. 1:35 PM

A Deep Look at LINN Energy's Fourth-Quarter Results

Hi Matt,

There was one other point made regarding their flat back half production guidance worth noting that was made on the call.

LINN's 2014 drilling program will shift to liquids. So,

[more]

Article Comment

JustMee01 commented on an article. 11:01 AM

LINN Energy, LLC Delivers Strong Quarterly Results

Matt,

Off the top of my head, I wasn't impressed either.

Guidance looks flat from Q1 to FY2014. The verbage discussing Midland Wolfcamp monetization is also all over the place. It's fine to

[more]

Fri Feb 14

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 1:55 PM

Re: Companies with multiple stock tickers

@Paul:

Thanks. Those two sites have a lot of helpful resources. Good reference for the Wiki and all the info is legit and kept up to date, since it's straight from the source...

@Taimur:

You got it and I'd agree that you're [more]

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