SkepikI’s Activity

Mon Aug 24

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 7:53 PM

Re: Investing Lesson for Saturday

I had fun with this one but as things stand today, its and "official correction" I stand corrected ;-D

Sun Aug 23

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 1:46 PM

Re: Investing Lesson for Saturday

An interesting and valuable observation...HOWEVER- I note from experience that "until bottoms are found" is an after the fact historical event. The chartist and technicians are forever finding false bottoms until one of their predictions [more]

Thu Aug 20

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 12:10 PM

Re: Holy crap! Oil down another 4.5%!

More to come as the summer season winds down and storage continues full....There could be a lot more blood in the streets...errr oil in the gutters....errr red ink in the ledgers?

Finished product prices continue to languish or dribble down [more]

Stock Advisor Boards Post

SkepikI replied to the Stock Advisor boards. 12:06 PM

NL

Boards Post

SkepikI replied to the Alyce Lomax board. 11:58 AM

Re: "Purposeful Darwinism" at Amazon

Well, you do need to consider the source (NYT) a once proud energetic and professional news organization that has descended into the regions of average to below average ...which is to say LAZY and incurious reporters writing for a terminal genre. [more]

Fri Aug 14

CAPS Outperform Pitch

SkepikI wrote about Corning (GLW) . 11:27 AM

GLW Outperform

Very good management, very excellent products, steady reliable improvement and able to intro new products regularly. This will be a classic foundation to any portfolio in the more volatile times that are undoubtedly ahead

Caps Pick

SkepikI made a pick in CAPS. 11:27 AM

Corning (GLW) will Outperform the S&P 500

Tue Aug 11

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 11:12 AM

Re: Buffettttttt!!!!!

Well, here is one Buffet wont acquire...I think....XOM now at 52 week low, 3.7% yield 14 p/e My next buy under 75

Sun Aug 9

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 2:00 PM

Re: Is this the long awaited correction? XOM

Well it looks like XOM and Apple plus a few more are trying hard to accommodate you....

Fri Aug 7

NL

Boards Post

SkepikI posted to the The Grand Adventure board. 11:56 AM

Is this the long awaited correction? XOM

I am watching this one close. Its a bit early traditionally, as Oct seem more likely for a crash ;-) But we are entering territory and attitudes where a correction seems possible (10% decline) all that is needed is inertia, or more of the same while [more]

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 11:47 AM

Re: LINN Suspends Dividend

It would be possible but unusual in my experience for the issuer of bonds to get any significant number of bonds on the open market at haircut prices. As they buy they drive the price up which works against them. This and the existence of any bond [more]

Thu Aug 6

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 11:43 AM

Re: ARP down 23.57% today

Finished product prices continue to drop, despite driving weather. Last I checked storage was still very full. Nowhere to go but d-o-w-n to maintain cashflow and try to clear storage. Projects take a long time to unwind. Next up: Big guys with cash [more]

NL

Boards Post

SkepikI replied to the Ford Motor Company board. 11:38 AM

Re: EPA: 2015 F150 Almost Meets 2025 CAFE

What do you expect from the mismanaged and largely lazy EPA ? I wish they would manage their current programs as energetically as they propose new ones.....the Vehicle Inspection Program that they authorize and the State DEQ runs here has an overall [more]

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 11:31 AM

Re: LINN Suspends Dividend

Well, you are right if there is a tender or if you decide to take a haircut and sell them on the open market. But generally, unless there is a tender offer of some kind then the company Linn does not retire the bonds, somebody else owns them and they [more]

Wed Aug 5

NL

Boards Post

SkepikI replied to the Alyce Lomax board. 2:40 PM

Re: Ikea, Apple buying forests

I thought I should let this go, but its hard to resist....I hope they are buying in CA and OR, WA so they can log and stop the rampant wildfires that are adding C to the atmosphere... ;-)

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 2:36 PM

Re: Oilpocolypse 2.0

Down to 45/bbl today, downward pressure continues. A little early still to expect no uptick blips, but I might be wrong about that. Lots of downwards finished product pressure...gasoline...heating oil....propane all thought to have collapsed and hit [more]

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 2:30 PM

Re: LINN Suspends Dividend

Yes, but on many occasions the bond issuer or majority holder is "the creditor" and makes the decisions on accepting a haircut deal. Unless there is a bankruptcy. Then judges make the decisoins. Either way, most of the minority bond [more]

Fri Jul 31

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 11:26 PM

Re: LINN Suspends Dividend

You may be correct...there are only two circumstances where a creditor would volunteer for a haircut besides the sinking ship theory...

1. the creditor is desperate for cash (as previously postulated

2. Armageddon has arrive and [more]

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 10:38 AM

Re: LINN Suspends Dividend

IF you were a creditor would YOU agree to .65 on the dollar if you didnt think the ship was sinking?

Perhaps if you were a creditor in a cash crunch yourself and were more desperate than Linn....but otherwise- ABANDON SHIP!!!

Mon Jul 27

NL

Boards Post

SkepikI replied to the The Grand Adventure board. 12:09 PM

Re: Oil might be about to collapse

I am not a chartist, and there is no way I can call the numeric bottom (nor can anyone else). I simply look erratically at the supply/demand and the storage situation along with the expected short term consumption situation ( no more than 4 months ) [more]

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CAPS Stats & Trivia

CAPS Player Rating 63.25
Player Rank 27630 out of 75175
Score 121.14
Score Change Today +5.90
Accuracy 54.55%
Active Picks 10
Total Picks 42
Best Pick TPX (+100.52)
Worst Pick SALE (-76.86)
Average Score per Pick 2.88
Charms Earned 2
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 352
Recs Received 197
People who have rec'd these posts 92
Recs to Posts Ratio (last 30 days) 0.80
Threads Started 17
Threads Started Percentage 4.83 %
Most Frequent Board Ford Motor Company
Very First Post A CF: Fund Forum post. (1/21/2011)
Percentage of Posts Rec'd 30.68 %
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