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Visa Inc. Message Board

phorensicguy 3 posts  |  Last Activity: Aug 27, 2015 5:49 PM Member since: Jun 2, 2001
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  • August weekly car-loadings, for the period ending the 22nd, represent the first car-loading report in almost 2 calendar quarters where there was an improvement. This might represent the cyclical bottom for commodities as well as the structural bottoming of transshipment loading issues. Teamster work slowdowns at the Long Beach and Los Angeles have wreaked havoc on west coast inbound rail freight. If that is the case, UNP and KSU should start to report sequential gains in volumes in the coming months.

    This might be the bottom.

    Sentiment: Buy

  • AMRN and VVUS were all public thump on the table buys by the manager of this fund.....eventually followed by ignominious and quietly shameful sells at the bottom. Will MNKD and NWBO be the next disasters?

    Why Forbes continues to give Ken Kam a soapbox for touts of the next shameful failure is beyond comprehension. MOFQX has such terrible performance that it actually has underperformed cash since its creation; yes, cash.

    Sentiment: Strong Sell

  • Management suggests that run rates could be about 50,000 bpd of higher throughput in Q3, provided that there are no unplanned outages.

    TSO is looking for weaker margins in Bakken and in Utah waxy crude in Q3 vs Q2, given the June margins, but continued good margins in California. The higher run rates could produce enough synergies to largely offset the weaker margins from Mandan and Salt Lake City. Overall, there should be some pickup in Q3 results vs Q2.

    Sentiment: Buy

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