Value Buy
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Post by Value Buy on Jul 14, 2022 23:04:16 GMT -5
clarkrl2, not sure if I will be here for Monday's opening bell, so can you put me down for Valmont Industries, ticker VMI next week? Not sure why I would go long for this company the way the markets are, but I will. If utilities are actually spending money on new infrastructure/transmission lines, etc, they should have a good earnings report as well as a positive outlook for new orders. Or not.......... VMI, long. Thanks
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Value Buy
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Post by Value Buy on Jul 13, 2022 14:02:53 GMT -5
Sorry I missed the opening.
Probably will not be around for a few days....... Looks like another crazy week! Good luck this week!
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Post by Value Buy on Jul 13, 2022 13:55:30 GMT -5
Oh well, even the democratic youths have deserted him. Who is left wxcept for about 20 of the posters here on the board. Keep drinking your kool-aid. www.msn.com/en-us/news/politics/joes-low-biden-approval-falls-below-trumps-worst-point/ar-AAZmMQ2?li=BBnb7KzBiden off to bow before the Prince of Saudi Arabia for more oil when all ge had to do was call Houston and talk to one of five oil companies, at the least and all five for effectiveness. Biden does not have a plan to stop Putin, who, it now looks like Biden had more of a relationship with him trough his son Hunter than Trump who never had a relationship with him. I stated this thread in fall of 2021, and no one has had a legitimate argument to prove me wrong yet. Now add the 9.1% inflailton for June to top it off. Yes, some commodities are coming down. Will food follow this year? No Will mortgage costs thru higher rates not cost consumers more? Rent is up over 5% nationally Electricity rates up 13% natiionally in a year. will those rates drop? Natural gas rates have almost doubled. Will they cut in half in another year? House insurance continues to climb. Property taxes despite higher appraised values every year continusr to climb. Average income up 5% if you might be working. Inflation 9%. Even everyone here can do the math. Joe Biden, the king of Executive orders is the Emporer who does not have clothes on because he never realized he was not dressed before leaving the House. Stick a fork in him, he is done.Remember I was the one that brought this to your attention in fall of 2021.
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Value Buy
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Post by Value Buy on Jul 8, 2022 14:38:43 GMT -5
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Value Buy
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Post by Value Buy on Jul 8, 2022 14:31:12 GMT -5
Teleprompter reading ability...........scary........... teleprompter? seriously? i couldn't care less if Biden DIED on the podium at this point, VB. we have competent leadership to back him up. the last four years were truly scary. especially the last two months. you haven't really commented on that, yet. are you going to? You have to admit there are many on the right that hope he stays alive til 2024 so we do not have Harris in office. I am not one of them.
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Value Buy
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Post by Value Buy on Jul 8, 2022 14:28:05 GMT -5
OMG!!! BIDEN HAS FIBBED ABOUT HIS ACCOMPLISHMENTS!!! DEAR GOD!!! NO PRESIDENT HAS EVER........oh....never mind. Yes, and he has lied since Dear God, the day he entered politics. He got knocked out of running for the Presidency in 1981 for released University documents showing he was flunked a law class for not listing sources and using the words as his won.
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Value Buy
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Post by Value Buy on Jul 8, 2022 14:25:34 GMT -5
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Value Buy
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Post by Value Buy on Jul 8, 2022 14:17:09 GMT -5
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Value Buy
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Post by Value Buy on Jul 8, 2022 9:39:49 GMT -5
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Value Buy
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Post by Value Buy on Jul 8, 2022 9:36:17 GMT -5
Bullshit on your part. People were ballistic against the Trump kids and not a peep about Hunter let alone his escapades. Did you see the latest one? In detox paid by his dad, smoking crack and drinking a white claw in a relaxation chamber. This is not made up like everything else was. These are facts Jack. What a damn sleazy addict is Hunter Biden. Totally disgusting human being. I am glad he is not formally nor informally involved in governmental policy making. I thought Joe said he was one of his closest advisor he listened to.
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Value Buy
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Post by Value Buy on Jul 8, 2022 8:59:27 GMT -5
Hunter's laptop is the gift that keeps on giving, and yet democrats refuse to look at it.
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Post by Value Buy on Jul 8, 2022 8:57:25 GMT -5
Did you have a problem with the trump kids protection. If not, you are a hypocrite to complain about this. The precedent has been set. We now have to live with it. I doubt this costs anywhere close to the trump family’s protection costs. But continue to defend tfump Bullshit on your part. People were ballistic against the Trump kids and not a peep about Hunter let alone his escapades. Did you see the latest one? In detox paid by his dad, smoking crack and drinking a white claw in a relaxation chamber. This is not made up like everything else was. These are facts Jack.
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Value Buy
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Post by Value Buy on Jul 8, 2022 8:27:55 GMT -5
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Post by Value Buy on Jul 8, 2022 8:20:28 GMT -5
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Post by Value Buy on Jul 8, 2022 8:17:24 GMT -5
I will not dispute the numbers they are showing, but the fact is the active rig count is put out every few weeks (or maybe weekly, IDK) and the number rarily changes by ten operating rigs from the previous report. I unfortunately just closed the tab, but a new one just came online July 7th. Touted to save the company money and should have its output numbers in 5 to 7 days. Clarification..... active rig count is for the nation and not for a state number.
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Post by Value Buy on Jul 8, 2022 8:14:54 GMT -5
Are you still in this? Looks like Bitcoin might have finally bottomed but the carnage in this sector is huge. yep. it was about 2% of my equity assets, and now it is about 1%. for a while it was 3%. comes and goes. but to answer the obvious question, i am not sure what to do, now. As I have stated elsewhere, I too am so unsure of my abilities to deciphor the markets right now.
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Post by Value Buy on Jul 7, 2022 21:50:39 GMT -5
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Post by Value Buy on Jul 7, 2022 21:21:59 GMT -5
The real problerm was the day Biden took office he said oil production and refinery production were a dying industry in America, ... I am interested about any exact statement and the context in which Biden might have said something that Value Buy paraphrased as he did. I hope that oil is an industry that shrinks to a very small scale as oil usage decreases for the betterment of the environment. www.csis.org/analysis/biden-makes-sweeping-changes-oil-and-gas-policyAs we all know the President has the "bully pulpit" and he used it from day one. Granted, this executive order does not stop drilling immediately, but when you read through the article it also says leases with rigs in operation start producing less oil, by year ten. Not every wrll is a new well. The majority are three to probably 12 years old. His words, just like Trump's words have consequences and he has continued to blame his Presidential failures with oil production output on everyone but his policies.that he has put in place
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Value Buy
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Post by Value Buy on Jul 7, 2022 21:12:11 GMT -5
I will not dispute the numbers they are showing, but the fact is the active rig count is put out every few weeks (or maybe weekly, IDK) and the number rarily changes by ten operating rigs from the previous report.
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Post by Value Buy on Jul 7, 2022 21:07:50 GMT -5
Fox is still killing the competition from the leftwing organizations. Just sayin' Heck, Fox is even talking they are gaining democratic viewers these days. Have you seen some of Hunter's laptop videoes or Joe telling Hunter in 2018 (before the election) he was ok on his overseas companies because he saw the NY Times article before it was published that gave Hunter a pass. Biden family empire is reaching Clinton empire numbers from Bill's time in office., and Biden does not even use a foundation to do it!! Are you posting in the wrong thread? None of your comments are related to the topic of crude oil/energy. If you are asking me, I replied to dj, who brought up cable news as a dying industry.
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Post by Value Buy on Jul 7, 2022 21:04:50 GMT -5
As a young child we would visit my uncle's family on their farm. Between the chicken coop on one side of the farm and the cattle barn on the other was a wide fenced in area with domestic geese. The geese would always chase us and honk and flap their wings at us, and we would run for cover from them, while our parents laughed at us.
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Value Buy
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Post by Value Buy on Jul 7, 2022 20:50:31 GMT -5
GBTC owns BTC disclosure: i own this ETF edit: this thing sells at a serious discount to assets. Are you still in this? Looks like Bitcoin might have finally bottomed but the carnage in this sector is huge.
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Value Buy
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Post by Value Buy on Jul 7, 2022 20:48:50 GMT -5
I stink at shorting a stock. as do i, my friend. as do i. The stock market conditions has me messed up. I cannot pull a trigger on anything in either direction. I know if I sell anything now, it will turn around and become a flaming rocket. Oil markets are crazy, down, up, up, down, and everything related to it reacts in unison or vice versa. Now we have the dollar almost even with the Euro, and the big international companies will cry profits are down because the Euro is down, and American companies will have trouble selling their product in Europe because the dollar is strong, thus their product is also higher priced accordingly........
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Value Buy
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Post by Value Buy on Jul 7, 2022 20:25:04 GMT -5
I stink at shorting a stock.
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Post by Value Buy on Jul 7, 2022 8:16:05 GMT -5
...and cable news.... Fox is still killing the competition from the leftwing organizations. Just sayin' Heck, Fox is even talking they are gaining democratic viewers these days. Have you seen some of Hunter's laptop videoes or Joe telling Hunter in 2018 (before the election) he was ok on his overseas companies because he saw the NY Times article before it was published that gave Hunter a pass. Biden family empire is reaching Clinton empire numbers from Bill's time in office., and Biden does not even use a foundation to do it!!
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Post by Value Buy on Jul 7, 2022 8:10:06 GMT -5
Shipments of crude oil overseas. Failure of power grid could be next problem.
My understanding from another article I read, is that the crude was shipped overseas to be refined because our domestic refineries are fully in use. Hmmn, Biden claimed he sold the oil at a very good price! I do not like the fact we sold oil to Europe Asia and China from the national reserve, but I understand why it was done. We do not want Russia to sell their oil to these countries. Regardless of whoever says refineries are running at 100%, They do not run at 100% Probably 95 to 97%. The real problerm was the day Biden took office he said oil production and refinery production were a dying industry in America, and he did everything possible to stop any new production or creating refinery capacity. As a matter of fact, it takes years to plan a new refinery and receive all the fedreral, state, and local permits to start the construction of a refinery. It is the old "not in my backyard" argument and is understandable. You could probably get a nuclear power plant fast tracked faster than a refinery these days. I have not heard Biden state lets fast track a new refinery, full speed ahead!
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Value Buy
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Post by Value Buy on Jul 7, 2022 7:53:14 GMT -5
Ho Hum......... Biden hit a new all time low. Read the poll people, rather than making inaccurate accusations. chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.monmouth.edu/polling-institute/documents/monmouthpoll_us_070522.pdf/ www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/Unfortunately I think this is the bottom of his low ratings. He has nowhere to go but up from here On the plus side, Hollywood backers are bailing from him these days, and lots of democrat politicians are complaining publicly to media on MSNBC and CNN, but do not attach their names to their comments yet. It's coming. After the fall election, Biden will announce he will not be running in 2024. His handlers have not told him that just yet. Noticed the democrat Senator from Ohio did not show up yesterday for Biden's hilarious appearance in the Buckeye state yesterday.
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Value Buy
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Post by Value Buy on Jul 6, 2022 7:07:23 GMT -5
Since it's so very important to assign blame or find a scapegoat - who was responsible for updating the infrastructure? (I suspect every state handles it's own infrastructure - with help from the Federal government) I'm guessing the infrastructure would fail - no matter what kind of energy is moving thru it (clean or dirty). Is this a poke that more coal or natural gas burning plants should have been built (to pump into that older infrastructure?) rather than "cleaner energy" sources? The utilities are ALL slacking off at maintaining their infrastructure. We are seeing it first-hand here at my house. We've had increasing interruptions in service in electricity, phone (we still have landline because there's no cell coverage), and cable internet. A coworker was told by the phone company that when she drops service, they will cut the copper to her street - no one will have access to a landline afterwards on her street (and her service was crappy - their calls and the neighbors' would cross, and any rain disrupted connections). Our phone line goes out every other month or so, and takes more than a week to get it repaired (with lots of prodding from us). It's usually critters nesting up in the boxes somewhere down the road, or squirrels chewing wires, or nonsense like that. But the central headquarters insists on trying multiple levels of software fixes remotely, first. Wind events bring down power lines multiple times per season now, vs per decade previously. This past winter we had three separate power outages due to downed poles. The second one was because the repair to the first one left the lines hanging too low over the street - a semi going 55+ snagged it and kept going, breaking another pole on the opposite side from the original broken pole. That pole is now just patched with boards on either side to hold it back together. The third one was in my yard; the utility tree trimming last summer did not remove a tree (as we authorized), just trimmed it, and it broke off halfway up, leaning on all the lines, until it burned thru them. The electric lines are properly repaired, but the phone and cable internet lines are still just half-assed looped up, high enough not to get snagged by our cars driving in and out of the driveway, but slack on either side and drooping down, with lengths coiled on the ground in spots (will the town mowing the shoulders chop them?), and the support wires are all loose to either neighbors' side. Multiple calls to both utilities are ignored. There's burned patches in the grass where the live wires sparked for hours waiting for repair crews. And yet! They proactively replaced a pole at the north end of our property just before the tree broke (only the electric lines got moved over; the others are still attached to the cut old pole). And three poles to the south of our property were replaced 5ish years ago when another wind storm broke them off in a line (no trees, open field). Do you own any electric, or gas utilities or any oil companies that also have refineries, and read their quarterly and annual reports? I think you will find they do spend tens of milions of dollars annually simply on maintenance and millions more on upgrades to create better efficiencies and running. If our utilities and oil companies are as nefarious as everyone believes, why would they not spend millions on upgrades so they can make more billions in profits?? If they do not spend that money they make less money. Then you have the Federal regulations requiring more spending on cleaning up the pollution problems they also create. Cannot comment on landlines, as alas, they are going the way of buggy whip production.
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Post by Value Buy on Jul 5, 2022 7:49:26 GMT -5
Just followed up on this week's contest. Wowser...... Ombud missed a chance to short Carnival
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Post by Value Buy on Jul 5, 2022 7:47:05 GMT -5
Well, it has been a long weekend for me and family, topped off by the mass shooting north of Chicago yesterday. I have not done any research on anything for this week. Will go short on SNOW this week. SNOW, short, but I have nothing to back up my pick, other than the markets look like they want to punish investors a little longer.
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