CorpRaider

That is awesome!

haha! Too risky. I'm going to buy more KMI warrants instead.

Haha! Considering the source as I sweat... ;D

Here sits mighty XOM at my target price. Yet here sits my bat on my shoulder. ;D

Potential risk is there hypothetically although debtor in possession or trustee is going to compromise the contract to get the carbon transported to market for cash only as last resort, at least that is the theory.

It looks like maybe TLM is going to catch a bid here and save my bacon. C'mon Carl and make that CHK sale to SWN look like a giveaway. ;D

Check these out: RPV, FNDB (VLUE if you want larger cap lower vol and fees), VIG, SCHD, QVAL, DVP. Happy discuss further if interested.

Looking at OIS. Alex Roepers just filed a 13D on it, Einhorn and Jana are already holders.

Happy wife, happy life. ;D

He's still in the money on XOM as far I know, I think he bought under $90.

So, like Helmerich & Payne? NOV?

Yeah and I feel like they are more likely to be disciplined about the ROIC on what, if anything, they acquire.

XOM

I wonder what he said in connection with the bullet re: kmb management incentives and the earnings "surprise" just prior to the spin.

Yeah, run that back to about 1965 and I might be more interested. Another thought: Tony Robbins investing book; a bigger red flag than the Pets.com IPO?

Tony...robbins.

You know what would be great? If the western hemisphere became so awash in oil that we wouldn't even care about any of those middle eastern dynamics. It would be like the period from the end of the last crusades to 1973. Then the Sunni and Shia could go and emulate Europe of several hundred years ago and kill one another over their minor religious differences as much as they want until they get their fill and have an enlightenment, or not.

Thank you sir!

Does anyone have a pdf file combining all the partnership letters? I would appreciate having a copy of all of then in one legibile file. Thanks very much.

I am/was hopeful. There are a couple of articles on the web (find them via abnormal returns), talking about some of the drawbacks to the new structure though. QVAL ain't a bad approximation of the long only with maybe more emphasis on the quality and "risk adjusted returns". Edit: Just watched the interview. I did not take the joke about the "little secret" to mean his is disavowing its conclusions. He's made that joke about the title in a couple of other interviews (the book is the secret because no one read it). Throughout the interview, he restated its analysis on fund manager performance, investors inability to tolerate volatility, to trend chase, to try to market time (and fail so hard) and the conclusions about market-cap weighted indices and their inferiority to equal-weighted and other alternative indexation methods.

Hey, but maybe we get a deep freeze this winter and then the market starts looking ahead to Cheniere coming online in 2015?

I really do think there's a good chance. I wasn't around pre 1970's but isn't there a rich history of booms and busts in the oil patch in america? I think alot of these leveraged guys COULD keep drilling even when it is uneconomic, just to keep the cash flow coming in and the lights on, hoping to make it through to a rebound in price.

Yeah, I REALLY wish Bloomberg would buy the FT and beef up the U.S. offering.

Hi all, Apologies if you already saw this but it looks like the SEC is going to approve an eaton vance version of an exchange traded mutual fund. Sounds like they will still trade at the end of day NAV, but will allow in kind baskets and for the MF to combine all of the classes and otherwise lower costs and tax efficiency as provided by ETFs. They're going to call them Exhange Traded Managed Funds. I think bloomberg had a better story than the link on Friday, but this will get you started if you're interested: http://finance.yahoo.com/news/sec-approves-nasdaq-list-eaton-123032696.html

Congrats!