looking at these two stocks, any comments?

[spongebob]

stx

vlo

 

[bran987]

VLO has run up pretty far.. I went to one of my little sources and found some recent info. on it though:

VLO - Oil. Enough said? Right now oil is what moves the world and the world consumption is not going to reduce. US consumption continues to increase 2-3% a year. China and India consumption increases are double digit and will likely continue for decades to come. One day Putnin will die or be assinated and maybe (very doubtful) the Russian's might actually become a capitalistic type system and become a manufacturing force. The point is that oil is the driver to growth. There is plenty of oil. The questions are often of what quality is the oil and what is the degree of difficulty to extract it. The former question is what concerns VLO. Using sour crude instead of sweet crude to manufacture gasoline will remain profitable with sweet crude remaining over $30/barrel. If you think sweet crude is heading below $25 a barrel over the next several years, then VLO is likely not where you want to be for the long haul. Too many concerns -- World War (actually, I could see this helping as much as hurting), terrorism, hurricanes, new inexpensive source of fuel, wackos/government deciding that extraction of sour crude or it's refining is hazardous to the environment and placing additional taxes on it specifically, and etc. However, it world conditions remain similiar as they are today then VLO has very good potential.

don't know anything about stx

 

[Devastation]

for vlo to make money for you, you have to believe the volatility in iran will continue for some time, unless you want to make a short term trade out of it

stx is a cyclical business and is enjoying a nice run from the upturn in its industry (hard drives). as with all cyclicals, you need to buy them when they're out of favor and right before the upturn in their next big product cycle occurs

 

[spongebob]

VLO has run up pretty far.. I went to one of my little sources and found some recent info. on it though:

VLO - Oil. Enough said? Right now oil is what moves the world and the world consumption is not going to reduce. US consumption continues to increase 2-3% a year. China and India consumption increases are double digit and will likely continue for decades to come. One day Putnin will die or be assinated and maybe (very doubtful) the Russian's might actually become a capitalistic type system and become a manufacturing force. The point is that oil is the driver to growth. There is plenty of oil. The questions are often of what quality is the oil and what is the degree of difficulty to extract it. The former question is what concerns VLO. Using sour crude instead of sweet crude to manufacture gasoline will remain profitable with sweet crude remaining over $30/barrel. If you think sweet crude is heading below $25 a barrel over the next several years, then VLO is likely not where you want to be for the long haul. Too many concerns -- World War (actually, I could see this helping as much as hurting), terrorism, hurricanes, new inexpensive source of fuel, wackos/government deciding that extraction of sour crude or it's refining is hazardous to the environment and placing additional taxes on it specifically, and etc. However, it world conditions remain similiar as they are today then VLO has very good potential.

don't know anything about stx

im liking it. sour crude is there bread and butter. my brother works for one of thier refineries and its nothing but investment going on there to be able to run the sour crude and satisfy govt regs. as crude falls doesnt sour crude fall as well, staying lower at all times?

they recently split and some are predicting it to get back to the 75$ range.

 

[spongebob]

for vlo to make money for you, you have to believe the volatility in iran will continue for some time, unless you want to make a short term trade out of it

stx is a cyclical business and is enjoying a nice run from the upturn in its industry (hard drives). as with all cyclicals, you need to buy them when they're out of favor and right before the upturn in their next big product cycle occurs

im looking at it as short term, some are predicting it will hit 75$. at that point i would bail. thats suppossed to be this year.

exactly my thought process on stx, ive seen it swing a couple of dollars in the last week or so.

 

[Devastation]

im looking at it as short term, some are predicting it will hit 75$. at that point i would bail. thats suppossed to be this year.

exactly my thought process on stx, ive seen it swing a couple of dollars in the last week or so.

short term vlo is tradeable. i'd buy on a pullback and sell into any strength in the near future. as for what some are predicting, remember tips are for waitresses not your stock portfolio

 

[sawastea]

I actually like them both...

I was watching the trade show two weeks ago, where the CEO of Seagate (Bill Watkins) came on and explained his new system and technology. At the current moment, it had a great run-up, but at the same token, it's under the radar. I still think it has potential...

I like VLO a lot, especially for the next year...

 

[gotmilk]

I like Seagate because they cleaned some serious house.

Demand for storage increased by 60% from the year before. That's unheard of until now.

Almost $2 billion in cash on hand. That asstard Wickersham is slowing getting out of the company. He sucks his options dry.

 

[sawastea]

01/13/2006 DAVID A WICKERSHAM
Chief Operating Officer 30,000 Open Market Sale
proceeds of $720,000.00

01/13/2006 DAVID A WICKERSHAM
Chief Operating Officer 30,000 Exercise of Stock Options
at cost of $69,000.00

01/11/2006 DAVID A WICKERSHAM
Chief Operating Officer 15,000 Open Market Sale
proceeds of $351,750.00

01/11/2006 DAVID A WICKERSHAM
Chief Operating Officer 15,000 Exercise of Stock Options
at cost of $34,500.00

 

[spongebob]

at this point im leaning towards vlo, im thinking its low risk with possible reasonable return in several months.