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TruffelPig

TruffelPig
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Latest  |  Highest rated
  • Don't Panic Over Facebook Just Yet [View article]
    I do not think value investing and companies like FB go together. But FB certainly has at least the potential of a CRM or LNKD to make money. They are a DOMINATOR in the internet space and GOOG will fear them. That is why the GOOG CEO is already out there sharp shooting - pissing in his pants. Short term the company is overvalued but long-term they have 250 million users and all their information. How much profit doe MCD make, 5.6 billion? Piece of cake for a FB in 5 years or less.

    OK, I went full force here but this is really getting to bearish. Everyone now seems to be able to value FB - LMAO. Really, I think $30 + DOMINATION premium is probably just fine.
    May 23 09:26 PM | Likes Like |Link to Comment
  • Facebook Is A Buy ... If It Can Fall To $10 [View article]
    Very short sighted. You really think that the #1 Leader in Social networking can not capitalize 250 million users somehow? LOL. Thus far they haven't even started but they could add services on.

    Anyhow, FB offers the most target selective advertisement tools ever. Not that I like their spying but that is what FB is all about.
    May 23 07:49 PM | Likes Like |Link to Comment
  • Bakken Update: Another Chance At Kodiak [View article]
    I love KOG. Great company. Growing like crazy :)
    May 23 06:50 PM | Likes Like |Link to Comment
  • Bakken Update: Another Chance At Kodiak [View article]
    Doubled my KOG position today.
    May 23 02:13 PM | 1 Like Like |Link to Comment
  • The Facebook Fade [View article]
    You should get off those pills.
    May 23 09:39 AM | Likes Like |Link to Comment
  • The Facebook Fade [View article]
    FB is the leader in Social Networking. They will be creative in making revenue and eat GOOGs cake. Maybe it was overvalued but how many crappy stocks are out there that are more overvalued? Many. At least in this one you get a leader. BTW, the valuation of AMZN is more pricey and no one talks about it. CRM the same.

    Some experts put the value at $29 or so. Put in a premium for being the leader the $31 price tag right now is about right I think. Buy it now, safe taxes in a year or so if you sell then.
    May 22 07:08 PM | Likes Like |Link to Comment
  • UN atomic inspectors and Iran reach agreement that will allow the IAEA to inspect suspected nuclear weapons sites, possibly opening the door to a deal to ease sanctions which could push crude oil prices down another $5/bbl or more. Iran's incentive: Its crude shipments are stalled, with ~40M bbls floating around in the Persian Gulf with nowhere to go.  [View news story]
    TY :). Now it reads correct :).
    May 22 09:26 AM | 1 Like Like |Link to Comment
  • UN atomic inspectors and Iran reach agreement that will allow the IAEA to inspect suspected nuclear weapons sites, possibly opening the door to a deal to ease sanctions which could push crude oil prices down another $5/bbl or more. Iran's incentive: Its crude shipments are stalled, with ~40M bbls floating around in the Persian Gulf with nowhere to go.  [View news story]
    Oh yes, sure Iran will let the commission to the tunnels where they have those centrifuges they have. LMAO. What a joke.
    May 22 08:17 AM | 1 Like Like |Link to Comment
  • So Far, 2012 Is Eerily Similar To 1987 [View article]
    Should we really shoot up 20% from here - yes, bottom will fall out. 1320 for the rest of the year would be better.
    May 21 10:04 PM | Likes Like |Link to Comment
  • Thoughts From The Front Line: Dr. Frankenstein's Europe [View article]
    To the FDIC comment: They EU is setting up a structure like that right now. Good observation.
    May 20 08:44 PM | Likes Like |Link to Comment
  • The Seaway pipeline yesterday started to transport crude oil from Cushing in Oklahoma to refineries in Huston following the completion of a reversal project. The new direction of the pipeline, which is owned by Enterprise (EPD) and Enbridge (ENB), should help ease the glut of crude at Cushing and reduce the spread between WTI and Brent prices.  [View news story]
    Interesting thought. What assets is CHK offering? Liquid assets or nat gas?
    May 20 08:39 PM | Likes Like |Link to Comment
  • The Seaway pipeline yesterday started to transport crude oil from Cushing in Oklahoma to refineries in Huston following the completion of a reversal project. The new direction of the pipeline, which is owned by Enterprise (EPD) and Enbridge (ENB), should help ease the glut of crude at Cushing and reduce the spread between WTI and Brent prices.  [View news story]
    You noticed that all oil companies are way down?
    May 20 04:19 PM | Likes Like |Link to Comment
  • The Seaway pipeline yesterday started to transport crude oil from Cushing in Oklahoma to refineries in Huston following the completion of a reversal project. The new direction of the pipeline, which is owned by Enterprise (EPD) and Enbridge (ENB), should help ease the glut of crude at Cushing and reduce the spread between WTI and Brent prices.  [View news story]
    Should be great news for Bakken oil drillers. KOG and NOG etc
    May 20 02:26 PM | Likes Like |Link to Comment
  • Bakken Update: Another Chance At Kodiak [View article]
    Yeah, thanks. Already have a small position in KOG - looking to slowly and carefully add depending on the macro development.
    May 20 07:57 AM | 1 Like Like |Link to Comment
  • Stock Market Correction Gains Momentum [View article]
    Something violent is in the air - up or down. I can smell it. This is not going to be a silent week.
    May 19 09:24 PM | 1 Like Like |Link to Comment
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