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Valero Energy Corporation Message Board

lonerangercards 20 posts  |  Last Activity: Jul 20, 2016 9:05 PM Member since: Aug 11, 2005
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  • Reply to

    Duke: History Does Not Repeat Itself--Part 4

    by dukeufinstu Jul 10, 2016 10:03 AM
    lonerangercards lonerangercards Jul 20, 2016 9:05 PM Flag

    History Reaping 2007 or 2008? So if you are thinking history looks more like 2007 then maybe just an echo now? And next year is a bigger concern? Sometimes you really have to go out of your way not to repeat the same mistakes. Back from 2 weeks in UK with family and if there was a huge discount there from Brexit somehow I missed it. Driving on the wrong side of the road, round abouts galore, smaller roads no pickups or minivans. Very beautiful and historical. But like everything is 15% smaller, no ice and not much air conditioning either. But a nice summer trip. LR

  • Reply to

    Duke: A Brexit Echo Wave--Part 2

    by dukeufinstu Jul 3, 2016 11:14 AM
    lonerangercards lonerangercards Jul 8, 2016 2:22 PM Flag

    So everything is alright now with the good jobs report and the 10 year still sinking? The Fed seems to be shrinking and sinking also. The 10 year acting like the trap door is about to open but it is working in harmony. SIRI average volume over 60 million a day now. Kinda of remarkable with the public float continuing to shrink to. I still think later this summer and your September it's not going to spell relief.

  • Reply to

    Duke: A Brexit Echo Wave--Part 2

    by dukeufinstu Jul 3, 2016 11:14 AM
    lonerangercards lonerangercards Jul 3, 2016 1:54 PM Flag

    Thanks for the ideas. LR

  • lonerangercards by lonerangercards Jul 2, 2016 2:21 PM Flag

    At least F and GM pay close to a 5% dividend. Will probably hit $4 again sometime in 2017 to.

  • Reply to

    Duke: It is Deja Vu All Over Again--Part 4

    by dukeufinstu Jun 12, 2016 10:14 AM
    lonerangercards lonerangercards Jun 30, 2016 1:35 PM Flag

    Well just seems like a Hot Wheels market down and up the track. Call me skeptical but one of these days it's flying off the track. These European banks aren't just going down all the time for nothing. LR

  • Reply to

    Duke: It is Deja Vu All Over Again--Part 4

    by dukeufinstu Jun 12, 2016 10:14 AM
    lonerangercards lonerangercards Jun 27, 2016 12:24 PM Flag

    WWT, it sure looked like that it wanted to go that way before the Brexit vote. Market seemed to be ready to force the decision point and move it higher. I almost thought somebody leaked the vote tally the way the market was moving and the near 30 point up day, that day of the vote. I am thinking maybe that EW S&P 1973 support level gets there and holds for awhile. I am wondering if the margin support 1 level of 3.65 is in play? Still a long way to go for SIRI to get there. The volume is amazing so the longs and large short interest making this interesting.

    Still Duke indicates that the auto numbers start hitting SIRI around September. I think we could see a slightly lower low of around 1800 S&P sometime during the summer fun now but lower than that is still a big guessing game. I am thinking the 7/8 job numbers real good or real bad are both problems for the Fed now. Too low looks like recession or all Ok maybe the rate hike and no excuses and July is back on. Both are not good scenarios.

  • Reply to

    Duke: It is Deja Vu All Over Again--Part 4

    by dukeufinstu Jun 12, 2016 10:14 AM
    lonerangercards lonerangercards Jun 25, 2016 1:48 PM Flag

    I attempt to keep an open mind but will confirm my own more negative bias. Whatever upside grace we see short term I don't see it staying for long. The window is closing for the intermediate upside, global growth and S&P earnings estimates just took another hit. Globalization just took a wack.

    Later on like in Late October/ Mid November this year is maybe a good time to buy other than for a trade. My 2 cents. GL

  • Reply to

    Duke: It is Deja Vu All Over Again--Part 4

    by dukeufinstu Jun 12, 2016 10:14 AM
    lonerangercards lonerangercards Jun 23, 2016 4:07 PM Flag

    Same game DVAOA, over 2100 you sell it. Just happened sooner and before the official count when I or most thought. But same deal, maybe cut the cards a little different. Those crazy guys.

  • Reply to

    Duke: It is Deja Vu All Over Again--Part 4

    by dukeufinstu Jun 12, 2016 10:14 AM
    lonerangercards lonerangercards Jun 16, 2016 9:36 PM Flag

    Yeah they built up the June meeting so much then decided it was time to punt. They always new about the Brexit date, so why build it up? I think the more important date is 7/8, the next month's June payroll report. If that one is bad too we will start hearing more of the R word.

  • Reply to

    Duke: It is Deja Vu All Over Again--Part 4

    by dukeufinstu Jun 12, 2016 10:14 AM
    lonerangercards lonerangercards Jun 13, 2016 3:47 PM Flag

    Yeah that is a nifty plan by LMCA and JM. I have to wonder if him and M Del get together at lunch and compare notes.

  • Reply to

    Simple math

    by johndowe99 Jun 6, 2016 8:24 PM
    lonerangercards lonerangercards Jun 11, 2016 1:47 PM Flag

    More like something W. Buffett would do or like M Dell to shareholders? You will to wait a long time to find out. M. Dell only other guy using these goofy tracking stocks for leverage also besides LMCA.

  • Reply to

    Simple math

    by johndowe99 Jun 6, 2016 8:24 PM
    lonerangercards lonerangercards Jun 9, 2016 6:28 PM Flag

    Mostly illogic wins the day here on this board. I’ve been following this stock since 2007 from before the SIRI/XM merger. It was a great investment when almost looked to go BK. I made some good money on it myself. It has had a few good moments since. If you are staying long however now then you are hoping for something more than the current business model seems to suggest. Maybe that could really happen to. The spectrum is worth something or JM would have never bought in. The thing is will JM share this value with you the shareholder when he gets it to that 80% or so point or will he figure out a way to get it's value for cheap just like he has done over his ownership history in control of this company. I have big doubts. He hasn’t shared so far. He just keeps it steady Eddy playing the penny game. Remember his offer to buy out the whole thing a few years ago was at a $3.68 equivalent. Wow what a not so great premium.

    However there is considerable opportunity cost now being lost on this stock with the penny game. Sure if it gets wacked hard by market forces he can bring it back to the fun $3.80 level or so he likes it at. What’s it going to do after that?

    You could sell this thing today and come back 2 years later when the debt ratio is even higher and buy in at nearly the same price. Maybe when he gets to the 80% he finds nirvana and reward the shareholders So far he has not shown that card though.

    I ain’t the Duke either. If you believe that stuff you really missing the boat.

  • Reply to

    Simple math

    by johndowe99 Jun 6, 2016 8:24 PM
    lonerangercards lonerangercards Jun 8, 2016 9:18 PM Flag

    John, you are being too logical here, something this board doesn't do well with. This stock is now on the slow boat to china plan. Law of large numbers catching up with them. 40 PE is high. No dividend either. If you really believe in the car story GM and F both are much better ways to go. Way lower PE's, both paying near 5% dividends BUT GM down on the year and F is flat on year. Why? This is telling a story this board does not want to hear.

  • lonerangercards by lonerangercards Jun 7, 2016 1:44 PM Flag

    Must be nappy time for SIRI. Market is melting up and SIRI on the couch stuck in gear. I think we are waiting for BB # 5 to be announced and more new revolvers or something like that. Or the next chapter of days of our one and two cent moves while the market makes new highs.

  • Reply to

    Duke: A Household Budget For SIRI--Part 3

    by dukeufinstu Jun 5, 2016 11:10 AM
    lonerangercards lonerangercards Jun 6, 2016 5:20 PM Flag

    Somebody must be believing you. SIRI not keeping up with the market momo. I am very much in doubt about your possible 4.14 now. Maybe more like 4.05 if it gets lucky. I am thinking last Fridays job report was not an anomaly, but more like a trend as in the last three months of reports going down. I am also thinking the R word makes more sense. I guess JM is in no hurry. Why doesn't SIRI open up the spectrum to a phone service and give twice the GB's ATT&T and V give their customers if they have so much spectrum? LR

  • Reply to

    Come On SIRI You Supposed to Be Rallying

    by lonerangercards May 24, 2016 10:18 AM
    lonerangercards lonerangercards May 27, 2016 8:32 PM Flag

    Still needs work, maybe next week with May new car numbers gets it going again.

  • lonerangercards lonerangercards May 26, 2016 11:38 PM Flag

    Yeah I agree with the sell it over 2100 completely. It has been working since early 2015 and hasn't stopped. Dragging SIRI right along for now. It's looks to me to be crazy summer coming up to. Crazy 2's and 10's, crazy do or don't do rates hikes and I think they will, crazy prez race and crazy trading range. Something's gotta give one way or the other. Keep you powder dry and good luck.

  • Reply to

    Come On SIRI You Supposed to Be Rallying

    by lonerangercards May 24, 2016 10:18 AM
    lonerangercards lonerangercards May 24, 2016 7:52 PM Flag

    Good for LMCA and JM.

  • Reply to

    Come On SIRI You Supposed to Be Rallying

    by lonerangercards May 24, 2016 10:18 AM
    lonerangercards lonerangercards May 24, 2016 4:08 PM Flag

    A little better anyway.

  • lonerangercards by lonerangercards May 24, 2016 10:18 AM Flag

    Got the S&P up 20+ points, more buy back revolver loans, record auto sales, May is typically good auto sales month, and had a nice earnings Q1. Where is the rally I'm looking for? LR

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