Option1307's Blog

I'm Buying Sandtorm Energy and Metals (STTYF)

Option1307 — Wed, 17 Apr 2013 13:24:47 GMT

I've been saying for the past few months that the market needed to take a break from the relentless upward trend. In my opinion it just simply wasn't sustainable. I'm not saying we need a crash, but a healthy correction is always a good thing for the markets.

Hopefully, and this is a big hopefully, we are now seeing the market correction that I have been accumulating cash waiting for. I'm not confident this wi...

Is it time to Sell Homebuilders?

Option1307 — Wed, 27 Mar 2013 09:48:53 GMT

I have been a big proponent of homebuilding stocks for the last 2-3 years now (see here). I gobbled them up by the bucketful in 2010 and 2011 and that has so far paid off handsomely. However, recently I have begun to wonder if now is the time to start selling the homebuilders off...

I still Like Compass Diversified Holdings (CODI)

Option1307 — Tue, 26 Mar 2013 09:27:19 GMT

I’ve been a holder of this company for almost a year now and thought it would be worthwhile to take a look at how things have fared thus far.

CODI is sort of a unique company; it is basically a publicly traded private equity firm. You can think of it as a BDC for simplicity’s sake. The company focuses on purchasing a controlling interest in niche companies with strong bran...

How Much is Too Much?

Option1307 — Mon, 25 Mar 2013 08:27:36 GMT

Is too much of a good thing a bad idea? Is there a limit on too much goodness…?

I’ve usually tried to keep my portfolio reasonably balanced over the years. I typically have ~15 stocks spread out over a several different sectors, an ETF or two, and some cash on the sidelines to be deployed at the opportune moment. I’ve never really set a specific limit on each individual pos...

We Need the Market to Take a Timeout

Option1307 — Wed, 13 Mar 2013 09:34:08 GMT

This market can’t continue to rise forever…

There I said it.

There needs to be consolidation at minimum or preferably a correction. Have you looked at a chart of the market lately? To start this year off we have been in the positive like 30/46 days and already have seen a gain of ~9%. That’s better than most overall market returns on an...

Don't Go Chasing Waterfalls (or this rally)

Option1307 — Thu, 24 Jan 2013 12:24:47 GMT

I hope you Fools enjoyed the shout out to TLC, wow that was a long time ago...

There are a many things that I've learned during my investing career but this point may be one of the most important and is worth repeating.

The recent rally has been great and I hope you all had some chips in the game, but if you didn't then DO NOT chase this rally. Way too often do people, myse...

For Deej: Thoughts on CorEnergy Infrastructure Trust

Option1307 — Thu, 10 Jan 2013 08:14:49 GMT

I would recommend reviewing Deejs post prior to reading this one for background. It can be found here. Here are some initial thoughts and observations about CORR after digging through the latest 10-Q in no particular order of importance.

Buying Markel Seems Like a Good Idea

Option1307 — Fri, 04 Jan 2013 20:58:31 GMT

To be honest I have never paid much attention to the "mini Berkshire" aka Markel (MKL), insurance has never really been my thing.

However I have heard many people rave about MKL over the years. It's one of those companies that seems to always come up when discussing long term buy and hold. The kind you buy and just sort of wait it out, read a 10K here and there...

BP is Looking Attractive...

Option1307 — Sun, 03 Jun 2012 21:20:16 GMT

Big Oil has been off my radar for quite some time, the last time I was interested was ~2 years ago. I just wasn't comfortable buying into oil when it was trading up in the $100/barrel range. I'm a firm believer that oil is here to stay for the foreseeable future, as much as I'd like to see alt...

What To Do With Sunoco (SUN)...?

Option1307 — Mon, 30 Apr 2012 23:07:01 GMT

Today was a big day for SUN shareholders (woo wee!) after Energy Transfer Partner's (ETP) announced a buyout. The deal essentially values SUN at ~$50 a share which is where it closed today. So that begs the question, what to do with the shares?

Well not really, they just cheat apparently...

According to a study published in the academic journal Business and Politics, a portfolio mimicking the stock purchases of U.S. House members beat the stock market by 55 basis points a month and 6 percent a year...

(See

Last week I told you Fools that you should begin to buy this dip/correction/depression/whatever you wanna call it. I myself was able to pick up a a few low ball limit orders last Thurs/Fri so I'm pretty happy about that. Anyways, in keeping with the theme of buying right now I rediscovered PG, and I'm starting to become rather ...

You Should Be Buying Right Now, But Carefully...

Option1307 — Thu, 22 Sep 2011 20:46:35 GMT

Seriously Fools, get out there and make a purchase.

I'm not here to tell you that the economy is all sunshine and lollipops and the market is going to 20K next year. Quite the contrary actually. But that doesn't mean you should be running for the hills with your tail between your legs either.

Is the market going lower? Possibly (I tend to think so), but who knows. The point ...

TMF, When Can We Expect a Fix for the "Following" Feature?

Option1307 — Thu, 07 Apr 2011 22:03:23 GMT

I know it's in the works, but any idea on when you plan to role out the fix?

It's getting painful to follow week old blogs manually. And let's face it, we Fools are a lazy bunch :)

Why the Fool is Still the Best Forum Around and Dimes for Charity!

Option1307 — Thu, 06 Jan 2011 00:36:25 GMT

Recently there has been a lot of mumbling and grumbling around Fooldom regarding the perceived deterioration of The Motley Fool and Caps.

I certainly agree that they are essentially asleep at the wheel when it comes to spam (I know I know you’re “working on it”). It do...

My Favorite Buys for 2011

Option1307 — Thu, 30 Dec 2010 20:50:16 GMT

It’s that time of year again and Santa Claus has brought me a list of his sure fire buys for 2011, Merry Christmas and Happy New Year to me!

I don’t necessarily expect them all to have an “outstanding” performance in 2011, rather I like these plays for varying time periods (months to years) and think they present excellent buying opportunities at their current prices....

A Sure Bet, Great Northern Iron

Option1307 — Tue, 28 Dec 2010 23:09:33 GMT

It's not often that you know the ultimate outcome of an investment before investing in said equity. However, that is precisely the case when it comes to Great Northern Iron (GNI).

GNI will cease to exist on April 6th, 2015, no "ifs", "ands", or "buts" about it. It's that simple, any remaining assets of G...

Comments for Charity: Stop Bye and Leave a Dime!

Option1307 — Mon, 27 Dec 2010 23:56:43 GMT

Hey Fools,

With just under 2 weeks left for Foolanthropy 2010, it's time to step up our game and donate!

Hey Fools,

In the spirit of charity our very own TMFUltraLong is currently "hosting" a 24 hour live Ask a Blunt Man, stop by and check it out

I hate you.

Oh and I don't wish you a Merry Christmas!

But at least you're cranking out the profits for Foolanthropy, thanks;)

-Option