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From: laurin_de3/12/2012 11:27:07 AM
   of 37387
Kodiak, KOG: considering the anomalously high trading volume on Friday and today it looks as if another Bakken player will soon be bought... you might want to consider taking at least a trading position.

cheers - Laurin

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From: littlechuter3/13/2012 1:44:46 PM
1 Recommendation   of 37387
Calling Crossy!!!! Pretty soon people will start a "Paul is dead" thread unless we hear from you.

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To: littlechuter who wrote (37051)3/13/2012 3:22:10 PM
From: Crossy
   of 37387
well ... as Mark Twain once put it, the report of my passing away are greatly exaggerated !

Indeed. I finally got some time after putting most of my chores behind me. Still some projects to do but what the heck ... I'm back. Will start reading all the posts I've missed since last fall.


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To: Crossy who wrote (37052)3/13/2012 3:32:12 PM
From: Crossy
   of 37387
re: Nyse: LCM (Advent Claymore Enhanced growth & Income fund) .. $10

this is yet another interesting leveraged convertible & high yield fund. These days,
imho one of the best places to park your money as you get current income (around
8% per year), folio returns enhanced by leverage (20-30%) and you get exposure
to the upside of the common shares of the companies in the funds' folio

And unlike AGC and others, it is still at a substantial discount (around 10%) to NAV.
Note - with most CEVs (close end funds), you can find out daily or at least weekly NAV of
the respective fund by using the "pseudo-symbol": <X>+Symbol+<X>
so, XLCMX fires up the daily NAV for the LCM convertible fund !

Here's the funds report card

For LCM, around 2/3 of its portfolio are in convertible bonds and preferreds, the rest
being common shares, warrants and high yield instuments

all the best

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From: researchowl3/13/2012 5:27:32 PM
   of 37387
LDL...Crossy good to see you back. Any thoughts on today's earnings release? Looks like they are getting back on solid ground.

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To: researchowl who wrote (37054)3/13/2012 6:32:34 PM
From: Crossy
   of 37387
re: LDL (Lydall Inc)

Indeed, the quarterly looks better than expected by most. This is a nice play - part cyclical (autoparts), part not (performance materials) and with shedding their modular chiller division they are now focused on their two fields of expertise. Valuation is very low here (EV/R of around 0.30 while gross margins are improving towards the 20% range) and their future looks bright, given the non-recessionary environment. I saw broker target around $16 on the Yahoo estimate / analysis page and would tend to concur

Still a value play but one that appears to be finally getting discovered by a wider audience


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To: El Canadiense who wrote (36684)3/13/2012 9:08:44 PM
From: Crossy
   of 37387
re: !! BUY Japan Stocks !!

Aero, I think the time is right for Japan now. For several reasons... first of all,
as Don Coxe put it recently, the last Central Bank to yield has yielded to the
pressures with the BOJ doing its part of QE and accomodation to get the exchange
rate into a range considered fair value by trade partners - in fact Japan has deviated
from this long enough - it's been years - now.

Secondly, a rather resilient Asian market will lift Japanese businesses with it. In fact,
many Japanese listed firms - big and small - have already production, design and marketing
presence in other Asian countries and should be able to mitiagate the undue effects should
the Yen appreciate further.

Next, Japanese companies can refinance with debt ultra-cheaply and many are sitting
on cash. Once the yen should no longer strengthen from here, all companies producing
directly or indirectly for the export sector should be big winners. Not just the producers of
finished goods but even more so those catering to their demands along the supply chain
- i.e. component makers.

Another issue is that the Fukusihma desaster's economic fallout has finally been absorbed
in 2011/Q4 and should no longer produce underutilization among corporate value chain
activities (idle capacity etc.). One caveat might be those sectors exposed biggest to
electricity, such as Alumina producers, but with Nuclear Power stations getting switched
back into production mode over time, this issue might dissipate as well over time - itself
creating even more demand for LNG infrastructure and solution providers.

Inter-company cross shareholdings have been penalized by mark-to-market like
accounting treatement. As a result many subsidiaries are either spun in at a nice takeover
premium or sold off - temporarily depressing the share price but ultimately enabling more
appreciation potential down the line.

On top of this, the political vacuum in Japan creates some interesting opportunities down the line.
The upper house elections last year generated a policy gridlock. This effectively derailed
plans from the ruling (lower house majority) center-left DPJ party to increase welfare spending
and increase business, income and consumption taxes. While the gridlock now in effect just
preserves the status quo, in Japan unlike other places a big realignment of power blocs might
be on the horizon (google for Hashimoto Osaka). It might very well be that this new, rather business
friendly movement might attain the top spot after the next lower house contest. If so, radical devolution
(a la US - states vs. federal level) might be the result of this and a curtailing of the currently implied
subsidies of rural Japanese areas from urban agglomerations (the LDP power base of farmers
at the core of this issue).

best rgrds

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From: LoneClone3/13/2012 9:50:57 PM
   of 37387
This is the big news CEN holders have been waiting for. It's too bad they didn't find the Miocene, but the Oligocene is good compensation.

Coastal Energy Announces Successful Results of Bua Ban South A-01 Well

Press Release: Coastal Energy Company – 4 hours ago

HOUSTON, March 13, 2012 (GLOBE NEWSWIRE) -- Coastal Energy Company (the "Company" or "Coastal Energy ") (TSX: CEN.TO - News) (AIM: CEO.L - News), an independent exploration and production company with assets in Thailand, announces the successful results of the Bua Ban South A-01 well.

The Bua Ban South A-01 well was drilled to a total depth of 8,500 feet TVD. The well encountered 88 feet of net pay in the Lower Oligocene section. The new discovery demonstrated good reservoir characteristics with 12 percent porosity and recorded pressure data indicate that this is a new and separate accumulation from the Bua Ban Main field.

The successful results of Bua Ban South A-01 are being incorporated into the ongoing technical review, operational planning and guidance on the potential size of the discovery will be forthcoming once complete.

The Lower Miocene sands which were present in the Bua Ban Main A-11 well were not present in this particular fault block.

Randy Bartley, President and CEO of Coastal Energy, commented:

"The Bua Ban South A-01 well has discovered a new oil accumulation. This successful well has re-enthused us for the Lower Oligocene at the Bua Ban South area. We will also be testing two adjacent upthrown Miocene fault blocks with the next two wells."

Randy Bartley, President and Chief Executive Officer of the Company and a member of the Society of Petroleum Engineering and Jerry Moon, Vice President, Technical & Business Development, a member of the American Association of Petroleum Geologists, a Certified Petroleum Geologist and a Licensed Professional Geoscientist in the state of Texas, have reviewed the contents of this announcement.

The Coastal Energy Company logo is available at

Additional information, including the Company's complete competent person's report may be found on the Company's website at or may be found in documents filed on SEDAR at

This statement contains 'forward-looking statements' as defined by the applicable securities legislation. Statements relating to current and future drilling results, existence and recoverability of potential hydrocarbon reserves, production amounts or revenues, forward capital expenditures, operation costs, oil and gas price forecasts and similar matters are based on current data and information and should be viewed as forward-looking statements. Such statements are not guarantees of future results and are subject to risks and uncertainties beyond Coastal Energy's control. Actual results may differ substantially from the forward-looking statements.

These securities have not been registered under United States Securities Act of 1933 (the "US Securities Act") or the securities laws of any state and may not be offered or sold in the United States or to US persons (as defined in Regulation S under the US Securities Act) unless an exemption from registration is available.

Coastal Energy Company
+1 (713) 877-6793
Strand Hanson Limited (Nominated Adviser)
Rory Murphy / Paul Cocker
+44 (0) 20 7409 3494
Macquarie Capital (Europe) Limited (Broker)
Paul Connolly / Jeffrey Auld
+44 (0) 20 3037 2000
FirstEnergy Capital LLP (Broker)
Hugh Sanderson / Travis Inlow
+44 (0) 20 7448 0200
Buchanan Communications
Tim Thompson / Ben Romney
+44 (0) 20 7466 5000

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To: LoneClone who wrote (37057)3/14/2012 9:34:58 AM
From: Dale Baker
   of 37387
So why is CENJF dipping this morning? I don't get it....

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To: Crossy who wrote (37056)3/14/2012 11:05:53 AM
From: Michael Young
   of 37387
Thanks Crossy. I'd love to see some Japanese equity ideas from you in the future, particularly ones buyable by US investors.


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