Seeking Alpha

TruffelPig

TruffelPig
Send Message
View as an RSS Feed
View TruffelPig's Comments BY TICKER:
A, AA, AAPL, AATI, ABG, ABGOY.PK, ABT, ABX, ACAS, ACI, ACOM, ACTG, ADBE, ADDYY.PK, ADM, ADRU, AEG, AEM, AEP, AF, AFAM, AFCE, AFFX, AFFY, AG, AGF, AGG, AGNC, AGQ, AGU, AIQUY.PK, AIS, AKAM, AKRX, AKS, ALLT, ALPMF.PK, ALSK, ALTH, ALTI, ALTR, ALU, AMAT, AMD, AMED, AMGN, AMOV, AMPE, AMRI, AMRS, AMSC, AMZG.OB, AMZN, AN, AND, ANDE, ANR, AOL, AONE, APA, APC, APL, ARBA, ARGT, ARIA, ARMH, ARNA, ARQL, ARRY, ARW, ASTE, ASTM, ASTX, ASX, AT, ATLS, ATPG, ATRO, ATVI, AUNZ, AUTNF.PK, AUY, AVGN, AVGO, AVNR, AVP, AWAY, AWK, AXAHY.PK, AXAS, AXPW.OB, AYI, AZK, AZN, AZO, BA, BAC, BAL, BAS, BASFY.PK, BAYRY.PK, BBBB, BBBY, BBG, BBT, BBY, BCE, BCONQ.PK, BCSI, BDCO, BEXP, BGCP, BGS, BGZ, BHI, BHP, BIDU, BIG, BIIB, BIOD, BIOF, BIOS, BIP, BK, BKS, BLK, BMY, BND, BNO, BOE, BP, BPAX, BPI, BPOP, BRCM, BRK.A, BRK.B, BRLI, BSFT, BTE, BTU, BVTI.PK, BWA, BWC, BWEN, BWS, BYD, BYI, BZH, C, CA, CADX, CAFE, CAG, CAGC.PK, CAM, CANE, CAT, CBEH.PK, CBLI, CBS, CCJ, CCME, CCOI, CDE, CE, CEG, CEL, CELG, CELM.PK, CENX, CEO, CEPH, CEW, CF, CFSG, CFWFF.PK, CFX, CGA, CGV, CHBT.PK, CHC, CHK, CHKP, CHNG.PK, CHOP, CHS, CI, CIEN, CIGX, CIM, CISG, CJES, CLB, CLCT, CLD, CLDX, CLF, CLNE, CLR, CLWR, CMG, CMI, CNIT, CNL, CNX, COCO, COF, COF.W, COG, COH, COP, CORN, COST, COV, COW, CPB, CPC, CPX, CQP, CRED, CREE, CRESY, CRK, CRM, CRR, CRUD, CRUS, CRZO, CSCO, CSCTF.PK, CSIQ, CSJ, CSKI, CSTR, CSUN, CTCT, CTJHF.PK, CTL, CTTAY.PK, CU, CVA, CVE, CVI, CVLT, CVX, CWEI, CXO, CYB, CYCC, CYS, CYTX, CZZ, D, DANOY.PK, DBA, DBC, DBLE, DCM, DD, DDD, DE, DECK, DELL, DEPO, DF, DHX, DIA, DIN, DIS, DISH, DK, DMD, DMND, DNDN, DNKN, DNR, DPK, DPS, DPTR, DQ, DRC, DRD, DRI, DRIV, DRR, DRYS, DST, DSX, DTE, DTEGY.PK, DTV, DUK, DVN, DWSN, DYN, DYNP.PK, DZZ, E, EA, EADSY.PK, EBAY, EBIX, EBR, ECA, ECH, ECIFY.PK, ECYT, ED, EDAC, EDZ, EEM, EEP, EERG.OB, EFA, EFT, EGLE, EIX, EKDKQ.PK, ELOS, ELP, EMC, ENB, ENI, ENL, ENS, ENTR, EOC, EOG, EONGY.PK, EP, EPD, EPI, EPS, EPU, ERF, ERO, ERY, ES, ESI, ETE, ETFC, ETP, ETR, EU, EUFN, EUO, EVEP, EW, EWG, EWI, EWJ, EWM, EWP, EWQ, EWW, EWY, EWZ, EXC, EXEL, EXH, EXM, EZCH, F, FAN, FARO, FAS, FAZ, FB, FCEL, FCS, FCSMF.PK, FCX, FDS, FDX, FE, FFIV, FHN, FIO, FLEX, FLS, FMCC.OB, FMCN, FMS, FNMA.OB, FOE, FOLD, FOSL, FPX, FSIN, FSLR, FST, FSYS, FTE, FTLK, FTR, FWLT, FXA, FXB, FXC, FXE, FXEN, FXF, FXI, FXP, FXTCF.PK, FXY, GAME, GAZ, GCI, GCTAY.PK, GDX, GDXJ, GE, GEOI, GERN, GES, GG, GGC, GGOPF.PK, GIS, GLBC, GLD, GLDX, GLL, GLNG, GLUU, GLW, GM, GMCR, GME, GMXR, GNK, GNOM, GOLD, GOOG, GPOR, GPRLF.PK, GREK, GRPN, GRU, GS, GST, GTAT, GU, GURE, GWW, GXG, GXP, GYRO, HAL, HBAN, HCN, HD, HDY, HE, HEI, HEK, HENKY.PK, HERO, HES, HGG, HGSI, HK, HNP, HNR, HNSN, HNZ, HON, HOS, HP, HPQ, HRB, HRBN, HSOL, HSP, HSTM, HTM, HTS, HVRRY.PK, HYG, HZNP, IAG, IAU, IBDRY.PK, IBM, ICO, IDCC, IEC, IEF, IEI, IEV, IEZ, IGOV, IIJI, IIVI, ILF, INCY, INDY, INHX, INTC, IPG, IPGP, IPSU, IQNT, ISRG, ITB, ITC, ITMN, ITRI, IVN, IVR, IWV, IWW, IYF, IYR, IYT, JAG, JASO, JBLU, JCI, JCP, JDSU, JEF, JJC, JJCC, JKS, JNJ, JNK, JO, JOBS, JPM, JVA, JWN, KBH, KEG, KERX, KEX, KFT, KGC, KIM, KITD, KME, KMP, KMX, KO, KOG, KOL, KR, KWK, KWT, LBF, LCC, LDK, LEG, LEI, LFRGY.PK, LINE, LIZ, LLEN, LLY, LNG, LNKD, LPH, LQD, LRCX, LSI, LSKY, LTD, LUB, LULU, LVLT, LVS, LXRX, LYG, LYSCF.PK, M, MA, MACDF.PK, MAD, MAIN, MAKO, MAS, MAT, MCD, MCHP, MCP, MDR, MDT, MDTV.OB, MDVN, MDW, MED, MENT, MEOH, MFGLQ.PK, MFN, MGM, MGMXF.PK, MHO, MHP, MHR, MHS, MKGAY.PK, MKTG, MLNX, MMI, MMM, MMR, MNI, MNKD, MNTA, MOBI, MON, MOO, MOS, MOTR, MOVE, MPEL, MRCY, MRK, MRO, MRVL, MS, MSFT, MSG, MT, MTGE, MTU, MU, MUR, MUX, MWN, NAT, NAV, NBG, NBIX, NBL, NBR, NCT, NE, NEE, NEM, NETL, NFLX, NFX, NGD, NGG, NGL, NGPHF.PK, NIB, NIHD, NILE, NKE, NKTR, NKY, NLR, NLY, NM, NNI, NOG, NOK, NOV, NRG, NRGN, NRGY, NSC, NSIT, NST, NTES, NUAN, NUCL, NVDA, NVIV.OB, NVLS, NVS, NXY, NYB, NYT, NZT, OAS, OCLR, OCPNY.PK, OCZ, OGE, OGXI, OI, OIH, OII, OIL, OIS, OKS, ONCY, ONP, ONTY, OPEN, OPNT, OPTR, ORCL, OREX, OSG, OVTI, OXY, OYOG, P, PAA, PAET, PALG.PK, PANL, PBR, PBTH, PBY, PCAR, PCG, PCH, PCL, PCLN, PCP, PCX, PDE, PDLI, PDS, PEET, PEG, PEGA, PEIX, PEK, PEP, PETD, PETEF.PK, PETS, PFE, PFF, PG, PGH, PGN, PGNX, PHM, PHYS, PII, PIN, PIP, PIR, PKD, PKN, PLAC, PLXS, PM, PNC, PNW, POM, POT, POZN, PPHM, PPL, PPLT, PPO, PRAN, PRGN, PSTI, PTEN, PTR, PUDA, PVX, PWE, PWER, PWND, PXD, PXP, PZG, QCOM, QCOR, QEP, QID, QIHU, QLD, QLIK, QNST, QQQ, QTWW, RA, RAI, RAX, RBCN, RDC, RDS.A, RDS.B, RECN, REDF, REFG.PK, REN, RENN, RES, REXX, RFMD, RHHBY.PK, RIC, RIG, RIMM, RIO, RL, RMBS, RNF, ROSE, ROST, ROYL, RPTP, RRC, RSTI, RT, RTK, RUE, RWEOY.PK, RY, RYN, S, SA, SAI, SAM, SATS, SAVE, SB, SBLK, SBUX, SCCO, SCEI, SCIN, SCS, SCSS, SD, SDR, SDRL, SDS, SFLY, SGC, SGG, SGI, SGK, SGMO, SGOL, SH, SHCAY.PK, SHFL, SHLD, SI, SIFY, SIMO, SINA, SIRI, SIVR, SJM, SKOR, SKS, SKX, SKYY, SLB, SLF, SLV, SM, SNDK, SNE, SNOFF.PK, SNPS, SNSSD, SNY, SO, SODA, SOHU, SOL, SOMX, SONE, SOYB, SPLS, SPN, SPP, SPPI, SPRD, SPWR, SPXU, SPY, SQM, SQNM, SQQQ, SRE, SRZ, SSN, SSNLF.PK, SSO, STD, STEM, STI, STO, STP, STRI, SU, SVNT, SVU, SWI, SWKS, SWN, SWY, SXC, SYK, SYNM, SYT, SZYM, T, TA, TAC, TAN, TAO, TAT, TBF, TBT, TCK, TE, TEF, TEO, TESO, TEX, TGP, TGT, THC, THOR, TIF, TIN, TIP, TJX, TLH, TLO, TLT, TM, TNA, TNH, TOT, TPLM, TPX, TQNT, TRGT, TRIP, TRMB, TRP, TS, TSL, TSLA, TSN, TTI, TTMI, TWC, TWM, TWX, TXN, TYP, TZA, TZOO, UA, UAN, UDN, UEC, UHN, UIL, ULE, ULTA, UNG, UNTD, UPRO, URA, URR, URTH, URZ, USB, USEG, USG, USO, USV, UUP, UWC, V, VALE, VCI, VCLK, VE, VHC, VIAB, VICL, VLEEY.PK, VLNC, VNDA, VOD, VRSN, VRUS, VRX, VTI, VVUS, VWDRY.PK, VXX, VZ, WAG, WBC, WBMD, WDC, WEAT, WEET, WFC, WFM, WFR, WFT, WIN, WINN, WLL, WLT, WMT, WNR, WOOD, WPO, WPRT, WY, X, XCO, XEC, XEL, XIDE, XJNGF.PK, XLB, XLE, XLF, XLI, XLK, XLU, XLV, XLY, XME, XNPT, XOM, XRX, YAO, YGE, YHOO, YNDX, YOKU, YONG, YRCW, Z, ZGNX, ZHYLF.PK, ZIP, ZMH, ZNGA, ZSL, ZUMZ
Latest  |  Highest rated
  • Carl Icahn discloses a 7.56% stake in Chesapeake Energy (CHK +1.5%) via 13D filings. Icahn: "If you continue to arbitrarily refuse the request we have made for shareholder representation, we, as activists, will immediately take whatever 'actions' we feel are necessary to protect the value of this company."  [View news story]
    If the sharks move in I swim away.
    May 25 10:09 PM | Likes Like |Link to Comment
  • Why Baidu Could Jump $50 By Next Summer [View article]
    They have so much money they can throw at things........and they will.
    May 25 03:40 PM | Likes Like |Link to Comment
  • Italian PM Monti hits the tape, telling Dow Jones a majority of the EU states favor common eurobonds. Unfortunately, tweets ZH, the ones that oppose them are the ones that pay the bills.  [View news story]
    No, they are in favor of a modified form of a Euro-bond, an investment fond. Even the opposition in Germany is against the Euro-bonds as suggested by Hollande and Monti.
    May 25 09:21 AM | Likes Like |Link to Comment
  • Mario Monti's insistence he can bring Germany around to acting in the EU's "common good" may rest on support from Merkel's domestic opposition parties, which are far more disposed to liability sharing. They believe they have the blueprint for such with a so-called European redemption fund floated back in November.  [View news story]
    Merkel is under pressure because she needs the opposition on the vote on the emergency fund. I think this is the compromise everyone will agree to because even Merkel understands that she won't be re-elected if growth stalls. Also, most likely we will see a great coalition between CDU and SPD because of the >10% of the Pirate party being opposed to pretty much anything.
    May 25 08:05 AM | Likes Like |Link to Comment
  • Never before has the price gap between natural gas and diesel been so large, making trucks powered by natural gas an alluring option for company fleets. Examples: Waste Management (WM) says 80% of its truck purchases in coming years will be fueled by nat gas, and Ryder (R) is expanding its program of renting out nat gas trucks and is introducing them in clusters it operates for big retailers.  [View news story]
    WPRT and CLNE are in range for starter positions. Add some on significant drops, sell some when they get ahead of themselves.
    May 25 08:01 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - 6 Value Traps To Avoid (5/24/12) [View article]
    MAKO shouldn't be there - excellent growth but Jimmy doesn't know. The punishment after earnings was a bit exaggerated by the steep run-up of the stock into earnings from 30 to 45 or so. Buying op right now.
    May 25 06:47 AM | Likes Like |Link to Comment
  • Chesapeake (CHK +2.6%) shares rally into the close on a Bloomberg report that Carl Icahn has purchased at least a 4% stake in the company. Note that the latest quarterly disclosure of Icahn's holdings showed no CHK shares; he had reported a 5.8% stake in Dec. 2010.  [View news story]
    I am not running after this - there are better companies in the US in that business. Many actually. I own KOG and AXAS (small) but one could buy EOG, CLR, WLL, NFX etc. etc. instead.
    May 24 08:07 PM | 1 Like Like |Link to Comment
  • Why Baidu Could Jump $50 By Next Summer [View article]
    I think BIDU is a best buy now. Cheap. AAPL too. I own both. 25% AAPL and 6% BIDU in my portfolio.
    May 24 06:56 PM | Likes Like |Link to Comment
  • Never before has the price gap between natural gas and diesel been so large, making trucks powered by natural gas an alluring option for company fleets. Examples: Waste Management (WM) says 80% of its truck purchases in coming years will be fueled by nat gas, and Ryder (R) is expanding its program of renting out nat gas trucks and is introducing them in clusters it operates for big retailers.  [View news story]
    Do I read WPRT somewhere here? The WM trucks are equipped with WPRT engines. Not sure about Ryder.
    May 24 06:31 PM | Likes Like |Link to Comment
  • An increasing number of forecasters in Reuters' monthly survey expect Brent crude to average less than $100/bbl next year thanks to Europe’s debt crisis, slowing Chinese economic growth and a possible resolution of the Iranian nuclear crisis. Macroeconomic risk from Europe will need to fade before crude oil market fundamentals dominate pricing again, says one.  [View news story]
    That thing with Iran kind of failed today btw. No word about that I guess.
    May 24 06:08 PM | Likes Like |Link to Comment
  • Jim Cramer's 6 Favorite Stock Recommendations [View article]
    I still like GLW but you are correct that there must be some sort of amnesia going around - the author is a classical case study in that Cramerica amnesia forgetting all the suggested mega-losers.
    May 24 01:08 PM | Likes Like |Link to Comment
  • 10 Reasons To Short Facebook [View article]
    Too many bears already - happy shorting, I am on the non-popular other side. I even let you borrow my shares.
    May 24 08:54 AM | Likes Like |Link to Comment
  • Jim Cramer's 6 Favorite Stock Recommendations [View article]
    I am very surprised CHK and BTU are not in the list anymore. I remember the "coal super-cycle" and "this company can double!" in this context. AAPL he recommended to sell after earnings (when it was in the 400 range) - I bought. But ok, we all do mistakes - but at least mine are not in the face of millions of people.
    May 24 08:43 AM | Likes Like |Link to Comment
  • Latin America Funds Poised To Outperform [View article]
    I am long MELI for that reason.
    May 24 08:39 AM | Likes Like |Link to Comment
  • Not Enough Panic? [View article]
    You do not always get violent reactions when you reach a bottom. In particular NOT when you mix up a normal correction with the bottom falling out.

    Keep waiting :). I am long for a long time for a long time US stocks.
    May 24 08:18 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
1,870 Comments
1,295 Likes