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Linn Energy, LLC Message Board

staggman99 273 posts  |  Last Activity: 7 hours ago Member since: Nov 1, 2006
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  • staggman99 by staggman99 Jul 22, 2015 8:38 PM Flag

    Board members... a few weeks ago I posted that I thought FRO had price bottomed out and would probably move up in the future...I also told another investor that I thought FRO was probably a good buy (I should have taken my own advice, lol)...

    Two things to consider on FRO: first, current outstanding share price appreciation could be a false start (???) because tanker rates could retreat again. second, even though FRO is making a lot more profit, they have to give the Lion's share of profit to SFL (because of a cheaper break in lease rates).,...

    My opinion is, that FRO is probably 'a strong and safe buy' because 'the worst is probably over' and the FRO business is getting a lot stronger...! The short, medium and long term technical indicators that I use, now rate FRO a 72% buy (and FRO has also been upgraded by others)...! Stagg...!

  • Reply to

    FRO

    by golob.chad Jul 21, 2015 8:53 AM
    staggman99 staggman99 Jul 21, 2015 10:41 AM Flag

    chad...I sold my FRO in the past at about $54.00 a share and now I am thinking about getting back in again... the fact is, that FRO is one of the largest shipping companies in the world and they seem to be getting several upgrades at this time (also several of the shipping Index's are still increasing)...! Stagg...!

  • Reply to

    A STRONGER DOLLAR...!

    by staggman99 Jul 20, 2015 9:29 AM
    staggman99 staggman99 Jul 20, 2015 11:02 AM Flag

    DH...sorry, my bad mistake...I am the one that read your message wrong (shame on me)...maybe I need new glasses (???)...! This is embarrassing...! Stagg...!

  • Reply to

    A STRONGER DOLLAR...!

    by staggman99 Jul 20, 2015 9:29 AM
    staggman99 staggman99 Jul 20, 2015 10:35 AM Flag

    DH...I agree with you...however, I think you may have read my previous message wrong...Europe and the U.S are two 'very different' financial platforms...! Stagg...!

  • staggman99 by staggman99 Jul 20, 2015 10:28 AM Flag

    Board members...a lot of investors got a upset with me well over a year ago when I said the energy was a poor investment at that time (and I was correct, but it became a lot worst than I expected)...I am not trying to rub salt into open wounds, but the weak signals on energy were very obvious (a strong change on Supply and Demand), yet a lot of investors refused to follow them...

    My point is, that energy 'will shine again', at some point in the future, and we has investors need to follow the signs and 'not the heart'...! My opinion is, that a lot of industries 'will continue to benefit' from lower energy prices until there is a 'turn around' in the future (shipping, airlines, plastics and etc.)...plus, a flood of Iran oil will probably drag it (lower energy prices) out a bit longer..! Stagg...!

  • Reply to

    A STRONGER DOLLAR...!

    by staggman99 Jul 20, 2015 9:29 AM
    staggman99 staggman99 Jul 20, 2015 10:02 AM Flag

    DH...one of the reason that I continue to invest in high yield stocks, is because the Crystal Ball on growth stocks is always cloudy, lol...! Stagg...!

  • Reply to

    A STRONGER DOLLAR...!

    by staggman99 Jul 20, 2015 9:29 AM
    staggman99 staggman99 Jul 20, 2015 9:59 AM Flag

    more...European stocks may benefit from the European Central Bank's stimulus and a currency tailwind...

    First, the EBC's massive bond-buying may continue to encourage bond investors to move into stocks...

    Second, a weaker euro is expected to help boost dollar-based earnings for the regions exporters...

    Third, Germany's strong export-oriented economy may be well-positioned to benefit from these trends...

    Action to consider: consider hedged exposure to German stocks as an entryway to potential European Momentum...! Again, AEPGX (all purpose across the board Euro-Pacific fund), HEZU (hedged MSIC EMU fund) and HEWG (hedged MSIC Germany fund)...! Just a bit more to think about as we continue to play the game...! Stagg...!

  • staggman99 by staggman99 Jul 20, 2015 9:29 AM Flag

    Board members... a stronger dollar is pushing gold and oil prices down a bit more and a future increase interest rates will add to it some more...Europe and some other countries 'exports to the U.S' will continue to benefit from a stronger dollar...I suggest that AEPGX, HEZU and HEWG would be some good investments that will benefit from a stronger dollar...! Stagg...!

  • Reply to

    wow --what a run this week

    by sarge198502 Jul 17, 2015 7:53 AM
    staggman99 staggman99 Jul 17, 2015 8:28 AM Flag

    sarge...I don't know how long it will last, but it has been a nice Mid- Summer Rally for me...I expect to see some short term profit taking because I just don't see investors not taking a bit off the table after yesterday...however, I don't feel the Rally is near over yet, as it may need to catch its breath a bit...

    I also see a lot more pain ahead in the energy sector, old habits are hard to break, as a lot of us made nice profits in the energy sectors in the past, but it is not time to jump back into energy yet...we need to get ready for the future increase in interest rates, the increase will be small, but the markets will probably over react...! I have a lot of dividends coming this month and I am ready to go shopping for more 'high yield value' (note; all high yield stocks 'do not' have good value)...! Stagg...!

  • Board members...today was the best capital gain day in my portfolios that I have had in my lifetime...the last several days have for sure been a Mid-Summer Rally for me (SFL and NMM helped out a lot)...when high yield holdings surge like today we always profit big time...i.e. Greece may be setting down a bit, the Iran deal is also stating to settle down a bit, the BDI Index is still moving higher, a lot of companies continue to profit from lower oil and fuel prices and even grain prices have been on the uptick...! I always worry about Bloody October (time frame), but lately it has been a 'real daisy' for me (even KCAP, BDCL and PSEC surged today)...! Stagg...!

  • Reply to

    KNOP dropping like a rock...Thoughts?

    by rbgambler99 Jul 16, 2015 11:12 AM
    staggman99 staggman99 Jul 16, 2015 2:07 PM Flag

    gambler...there are a lot of investors on this message board that are always looking for the right oil or natural gas related stocks to own (there are a lot of other good places to place our invested funds)...the fact is, in the overall market place 'most investors are staying away' from all energy related stocks, at this time (including me)...! Stagg...!

  • Reply to

    BDI

    by rich_mo_florida Jul 16, 2015 9:35 AM
    staggman99 staggman99 Jul 16, 2015 1:58 PM Flag

    DH...SFL and NMM both seam to have some traction now...Wow, what a great day in the markets...! Stagg...!

  • Reply to

    KMI

    by keebon Jul 16, 2015 10:47 AM
    staggman99 staggman99 Jul 16, 2015 11:47 AM Flag

    gambler...that is a great posted message..."I like stocks that go up"...we all need to remember that, as sometimes we wear our rose colored glasses to long...! Stagg...!

  • Reply to

    KMI Misses.....15 vs .19 expected.

    by rbgambler99 Jul 16, 2015 9:06 AM
    staggman99 staggman99 Jul 16, 2015 11:36 AM Flag

    k-bon...almost, all of the data in our life is computer generated (CAT scans, MRI's, stock charts, our stock purchases, soil tests on my farms, tax returns, blueprints, results at the racetrack) and in my opinion, most conference calls 'are sale pitches' (they only tell what they want to tell)...more, a lot of companies give lower forward guidance, so 'when they beat' estimated earnings, they look good, and they can get a nice bonus..! Nobody draws those stock charts and the RSI and etc., computer programs have eliminated a lot of jobs and the list is still growing...i.e. in the future there will not be any traders on the floor....! Stagg...!

  • Reply to

    KMI Misses.....15 vs .19 expected.

    by rbgambler99 Jul 16, 2015 9:06 AM
    staggman99 staggman99 Jul 16, 2015 10:35 AM Flag

    k-bon...I never listen to conference calls anymore, because they are either 'bragging or making excuses' and they always sweep the dirt under the rug...I run the numbers, but most conference calls are 'just a wast of time'...I know many will disagree with me on this...but I never did find out any information, of value, on a conference call...! That said, the markets are doing 'a nice snap-back today' and my KCAP is looking good (this is a happy investment day)...! Stagg...!

  • Reply to

    NNA

    by bayman667 Jul 16, 2015 8:58 AM
    staggman99 staggman99 Jul 16, 2015 9:48 AM Flag

    update...at this time, it still looks like we have a Mid-summer Rally running (and that is fine with me, lol)...! More, corn prices have really been on the move @ $4.36 a bu. and soybeans prices are also catching fire @ $10.33 a bu.,...! Stagg...!

  • Reply to

    NNA

    by bayman667 Jul 16, 2015 8:58 AM
    staggman99 staggman99 Jul 16, 2015 9:34 AM Flag

    bayman...NNA (yield about 4.8%) has a current p/e of 15 and a forward p/e of 7...ROA is 1.7%, ROI is 4% and ROE is 6.2%...gross margin is 97.5%, operating margin is 34.5% and profit margin is10.7%...sales Q/Q are 28.9% and EPS Q/Q are 200%...the 12 short, medium and long term indicators that use rate NNA a overall average of 88% buy...estimates have been raised on NNA from 36 cent a share to 46 cents a share (and none lower)...! My opinion is, that the 'tale of the tape' is 'very strong' as NNA has excellent color at this time (target prices is $4.97)...! Good luck on your selections...! Stagg...!

  • Reply to

    CHECKING OUT SHIPPING...!

    by staggman99 Jul 15, 2015 11:59 AM
    staggman99 staggman99 Jul 15, 2015 12:18 PM Flag

    bob...I agree...however, operating costs are also a lot lower than back in November, I also realize that they may be lock in on some hedges on fuel prices (the whole picture is always interesting)...! Stagg...!

  • staggman99 by staggman99 Jul 15, 2015 11:59 AM Flag

    Board members...the shipping Index's 'are up again today' BDI is 951 +36, BCI is 1,462 +68, BPI is 1,122 +26, BSI is 801 +17 and the Spot TC AVG. is 11,142 +773 (all Index rates are up strong)...my opinion is, that shipping is on the rebound and there are 'a lot of good plays' in the shipping sector...I.e. FRO (yes, I did say FRO, lol), my opinion, FRO will rebound and start paying a dividend again at some point in the future (Maybe a year from now, ???)...

    JF has a long history of making good moves on his companies, that he has control over, and most of those companies have a history of returning profits to the shareholders, in the way of high yields...the early bird is the one that gets the worm and it may be time to take a hard look at some of the shipping companies as they are also showing some benefit from lower operating cost (lower fuel prices)...! Discloser, I am holding SFL and NMM and thinking about starting a new position in FRO (I sold FRO at about $54.00 a share and it may be time to get back in again, lol)...! Stagg...!

  • Reply to

    MLPL Green

    by sarge198502 Apr 21, 2015 10:31 AM
    staggman99 staggman99 Jul 15, 2015 10:35 AM Flag

    k-bon...I have had HQL on my watch list for 'a long time' and HQL is a long term winner (I don't know much about HQH, ???)...I wish I had bought HQL in the past and probably will in the future when I have available funds...! Stagg...!

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