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caponsacchi 11 posts  |  Last Activity: Jan 13, 2015 12:36 PM Member since: Apr 21, 2000
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  • The pros were out of this by Dec. 18, which is when EOG plummeted below the 200-day moving average of the S&P500. It's better to buy low than high, but not if it turns out to be "dead money." Try to latch on to the stock as its launching another run. EOG won't give any such sign until it reaches 96.5. As the Yahoo chart shows, even that could be a fizzler. If so, use that high (above 96.5), however temporary, as your next buy sign.

  • Reply to

    LPG not LNG

    by flying_gator Dec 23, 2014 11:49 PM
    caponsacchi caponsacchi Dec 28, 2014 7:33 PM Flag

    Good point. But isn't methane currently what's in demand--by big governments and heavy industry--whereas propane finds greater usage in the domestic realm (heating the house, firing up the bar-bee, etc.)? As for Cramer, I don't see how this guy--who offers opinions on every stock in the universe every single day--would have a spare minute to look into the "finer points" of any of the symbols that trigger a vocalization from him.

  • Isn't LNG what's currently in demand by governments and big industry? (LPG seems to have a more domestic consumer base -- heating the house and putting shrimp on the bar-bee).

    Sentiment: Buy

  • Reply to

    Too late to sell?

    by caponsacchi Nov 26, 2014 10:53 PM
    caponsacchi caponsacchi Dec 28, 2014 7:13 PM Flag

    Also, as a long-term OKE holder, I've done well by the spin-off of OGS.

    Sentiment: Hold

  • Reply to


    by vincent90157 Dec 23, 2014 6:50 PM
    caponsacchi caponsacchi Dec 28, 2014 6:52 PM Flag

    Right now GLOG appears to have the best rating from the most analysts.

    Sentiment: Buy

  • Reply to


    by vincent90157 Dec 23, 2014 6:50 PM
    caponsacchi caponsacchi Dec 28, 2014 6:51 PM Flag

    Good point about the growth prospects. If prices stay low or go lower, the guys with the bigger ships (GLNG) will definitely have the advantage when it comes to offering lower rates.

  • NVGS appears to have the boats, but how much smaller are they than the vessels of Golar and GasLog? I'm trying to figure out why the company receives such thin coverage and why--at anything further out than 6 months--it's trailing these 2 competitors so badly. A Cramer recommendation is hardly a wish to build a dream on. (Many traders now use him as a contrarian indicator.)

    Sentiment: Sell

  • Apple's leading capitalization on the basis of a smartphone rated as no better than "competitive" is precarious at best. The company committed 3+ billion to a useless headphones-of-the-moment maker and is about to commit more to a silly watch that no one needs, wants, or will pay a premium price for. The company needs to gain control of the visual and audio reproduction end of its iTunes Cloud business.

    AUDIO: a company like Harman Industries (or Bose or possibly Sonos). Harman is staging a resurgence in home audio and is expanding its dominance in the automobile and entertainment industries. Apple appears to have severed its ties to Harman's Apple-friendly products like the iSticks and iSub.

    VIDEO: for years the public has been waiting for Apple TV that, true to its name, is an Apple TV set, not an overpriced little box that's now covered by smart TV panels and WD storage drives. It's time for Apple's revisioning and modification of the 4K Audio-Visual Home Entertainment market with a Super-Set for which consumers would pay a premium price commensurate with its superior innovative performance. It would include a computer keyboard with instant and easy set-up of the screen and its front-firing surround sound..

    Apple might be well advised to consult with Steve Bezos about a consolidation of resources, making its Apple TV a virtual shopping mall and business hub combining entertainment with all home necessities. Bezos might be encouraged to drop all of his Fire products with the exception of the E-Ink Kindle Reader. Apple cannot continue its dominance by placing all of its bets on smart phones.

    Sentiment: Hold

  • caponsacchi by caponsacchi Nov 26, 2014 10:53 PM Flag

    I've been satisfied with OKE's performance until recently. A quick check of the charts will show that, while OKE's done great 5 years and further out, it's had trouble staying with the S&P 500 over the shorter term. Moreover, OKE is rarely recommended by analysts, while EPD, MWE and PAA all seem to receive strong recommendations along with higher prices. For the past several days (Incl. today) it seems like these other stocks have moved in direct opposition to OKE's declining stock price.

    Is there any reason to believe that OKE hasn't run out of gas? If so, the stock is beginning to prevent some good buying opportunities.

    Sentiment: Hold

  • Reply to

    Will the dividend grow ?

    by doctorj2222 Aug 27, 2014 1:46 PM
    caponsacchi caponsacchi Nov 19, 2014 12:26 PM Flag

    It should increase (but not dramatically) if the bull market of the last 6 years continues because the concentration is in medium and small-cap stocks that normally don't pay as great a div as big blue chips. If the market declines, this fund will cushion the fall because of its diversity allowing it to purchase non-stock, fixed-income securities. But it doesn't have a large enough concentration in this area to counteract a stock market swoon with a rise in bond prices. It's primarily a defensive, stabilizing fund.

    Remember that a higher dividend can be misleading if the higher percentage comes because of a drop in stock prices. For the investor who simply wants current income it could be seen as a plus. But for the investor who's reinvesting dividends for long-term growth, the higher percentage dividend in the context of a bear market and declining stock prices could signal a loss in principal that makes the dividend percentage irrelevant if not insignificant.

    Sentiment: Buy

  • Reply to

    Another significant drop in DDD!

    by happyperson_1 Nov 11, 2014 1:56 PM
    caponsacchi caponsacchi Nov 11, 2014 9:47 PM Flag

    All 3 that I follow were down 2-4% today, so it's not a reflection on any specific company as much as market sentiment--or fear that because of the market's current altitude we're due for an imminent correction, with the high P.E.'s being the first to fall.

    In such a climate, the companies with no P.E.'s sometimes come out better than the 100 to 1 securities by virtue of the dreams fueled by a fill-in-the-blanks scenario. It took me 3 tries to get a position in Facebook that stuck (the first 2 stopped out), and I'm trying for the same with DDD by rolling the dice one last time--my lowest entry price, but my stop remains in the low double digits. I don't mind going down with the ship, but I'm no captain and hope to come back up for more action.

    In any case, it's presently not a company worth following on a daily basis.

    Sentiment: Buy

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