A4Alpha @a4_alllpha

Activist Investor. Retired Investment Banker. When people panic, I buy. Don't buy anything without a thesis to buy and sell first. New York, USA Joined March 2014

Tweets

119
Followers

85
Following

1K
Likes

2

A4Alpha @a4_alpha

10 months ago

TMF, this election result demonstrates that #democracy works and legacy #media may not. Expect a strong market and higher #inflation. This will benefit #banks #energy and #COMmodity companies. Thank you #OOTT #EFT #COM

2 5 69 5K 1

A4Alpha @a4_alpha

10 months ago

TMF, $VRN replay is insightful. Appears a trial of technology did not yield in a prolific area. Management has indicated a need to go back to a proven method. This does not mean $VRN is risk free, but currently trades slightly above break-up value. Risk/reward for the willing.

11 2 69 11K 4

A4Alpha @a4_alpha

10 months ago

Thank you #OOTT #EFT #COM

0 1 8 3K 0

A4Alpha @a4_alpha

10 months ago

TMF, a #draw across the board for #crude & products. Headline risk may deter sentiment but #physical markets can only be swayed for a time. With each day #energy companies provide a better balance sheets. Akin to fruit off a tree. Look to 🇨🇦 for the best value. Thank you. #OOTT

0 2 50 3K 0

A4Alpha @a4_alpha

10 months ago

TMF, today is a good day. For those of you paying close attention to #energy spot markets vs equities you will know exactly why. Adding across the board would recommend if you have the means. Next, earnings. Thank you. #OOTT #EFT #COM

6 3 68 6K 1

A4Alpha @a4_alpha

11 months ago

TMF, the importance of 🇨🇦 completing the #TMX pipeline is clear. A tighter spread between WCS #WTI has provided nearly the same return for 🇨🇦 energy names than when WTI was trading at $90. Investors will reap the reward of patience. Traders will continue to fight for crumbs.

5 5 97 5K 3

A4Alpha @a4_alpha

11 months ago

Thank you #OOTT #EFT #COM

0 1 5 2K 0

A4Alpha @a4_alpha

11 months ago

TMF, #energy equities are telling you something. No need to fret on day to day volatility of underlying commodity prices. It took years to get to this moment and the defensive nature should provide confidence to long term investors. Next up, earnings. Thank you #OOTT #EFT #COM

1 5 94 5K 0

A4Alpha @a4_alpha

11 months ago

TMF, #headline news may move stocks for the weak. Those who understand the near term nature of headlines & valuations will hold firm. Economic data will soon firm. #China now stimulating. #OPEC has time and is best to be patient here to assess data & compliance before acting.

4 5 77 6K 0

A4Alpha @a4_alpha

11 months ago

Thank you #OOTT #EFT #COM

0 1 7 2K 0

A4Alpha @a4_alpha

12 months ago

TMF, #China became big for a reason. Its intention will be to remain big. #OPEC Will not panic akin to the Fed on rates. Volatility provides opportunity & the world requires more energy tomorrow than you know. Sept is cyclically trough for stocks. The Fed will engineer softer

1 2 53 4K 0

A4Alpha @a4_alpha

12 months ago

Economy. Companies that were with $3-5 are now $20+. This time is different for energy producers no matter the sentiment. Resilience is your only option. Stay focused. Thank you #OOTT #EFT #COM

1 3 25 2K 0

A4Alpha @a4_alpha

a year ago

TMF, fear & reality are off markedly in #energy markets. Global recession fear has sentiment low which causes computers to position the same. Not much can be done but buy and wait. Companies are buying back shares & issuing dividends which indicates health. Only time remains.

ac_eco @ac_eco

a year ago

0 0 0 9K 0

2 8 75 9K 2

A4Alpha @a4_alpha

a year ago

Thank you #OOTT #EFT #COM

0 1 5 2K 0

A4Alpha @a4_alpha

a year ago

TMF, do not be fooled by #OPEC intentions. Akin to the #Fed, OPEC will win. The ground work of cutting production will not go in vain. Trust that they will make the right moves and buy on red with confidence. Many balance sheets in 🇨🇦 have not looked stronger. Thank you. #OOTT

6 6 89 6K 2

A4Alpha @a4_alpha

a year ago

Those who have been patient and adding #energy on red will reward the biggest rewards. Thank you. #

HFI Research @HFI_Research

a year ago

Those who have been patient and adding #energy on red will reward the biggest rewards. Thank you. #

14 15 218 47K 3

1 4 81 7K 0

A4Alpha @a4_alpha

a year ago

TMF, it has been some time since we have been provided an opportunity so great. Markets reacting to the Fed not cutting rates is a tantrum, not secular. Buy the fear in your investment choices. 100% rate cut in Sept. Thank you. #OOTT #EFT #COM

3 6 71 5K 0

A4Alpha @a4_alpha

a year ago

TMF, $CVE has achieved the debt milestone as expected. 100% of FCF will now be returned to shareholders. This same move caused a 20% move in $CNQ & split. I expect $CVE to outperform in the coming 24 months. Buy on any pull back. Thank you # #OOTT #EFT #COM

7 11 118 8K 1

A4Alpha @a4_alpha

a year ago

TMF, excellent earnings out of $MEG. Congratulations you now have a dividend you can rely on. This will introduce this company to many more investors. Thank you. #OOTT #EFT #COM

2 9 94 5K 0

A4Alpha @a4_alpha

a year ago

TMF, no need to #fear. The production of #oil & #gas is no longer up to #political will, but #science and #physics in specific. Watch rig counts. Companies are not looking to make less money. They are looking for better value in the reserves they explore. Earnings on deck.