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  • A Closer Look at the Neglected Sub-Sector of Energy Refiners [View article]
    Valero is a company that has a great deal more heavy refineries than the average domestic refining play. The spread at the time of the article was higher for companies cracking sour crude.


    On Apr 13 04:11 AM Freya wrote:

    > There was another article which said that the "crack" spread had
    > widened to double digits.
    >
    > Wouldn't it be even wider for those refiners with Heavy/sour refineries?
    >
    >
    > And do you know of any companies with a majority of these type of
    > refineries?
    May 25 07:15 PM | 10 Likes Like |Link to Comment
  • Is ConocoPhillips Sending Us a Warning about BP? [View article]
    The sentiment over there regarding dividends is different from the one in this country, but I still believe they will have no choice to cut their dividend as you mentioned. The stock has rebounded healthily off of the bottoms but it still should be higher to support that level of dividends especially with the potential losses coming from BP-TNK.


    On Mar 22 12:25 PM Steve Ward wrote:

    > The Euro Oils are less likely to cut a dividend as compared to US
    > oils. However, your statement that BP "has no reason" to pay a 9
    > percent dividend rings a hard truth.
    > Push comes to shove BP will cut the dividend but probably won't cut
    > it in half.
    May 25 07:21 PM | 9 Likes Like |Link to Comment
  • How Much Does Size Matter? A Performance Survey of 10 Large Cap Stocks [View article]
    JNJ is a great company that has had very poor performance recently. Many people are saying that JNJ is now a buy and could outperform on the next upswing even though they are a mega cap company.


    On Mar 29 08:46 PM dividendmachine wrote:

    > JNJ is a great stock which combines 3 profitable industries,pharma
    > ,medical devices and consumer goods. In the past 15 years the EPS
    > has increased double digits in all but 1 year.A portfolio with MO
    > PM PG JNJ KO combines growth safety and income
    May 25 07:19 PM | 9 Likes Like |Link to Comment
  • What Happened to the Luck of the Irish? [View article]
    Having made it this far through the crisis, default on the debt is slightly less likely than it was a few months ago. The fact that the government didn't totally take over Allied Irish Bank when it had the chance too speaks volumes about the current situation.


    On May 03 12:22 PM Screwloose wrote:

    > It will take a lot more than hard work and luck to rescue Ireland
    > - and you don't know what "hard work" means until you've seen Connemara
    > men.
    >
    > Ireland is an awful warning of the consequences of organized crime,
    > militarily armed in this case, infiltrating banks, commerce and governments.
    >
    >
    > In a country where truth and blarney have always been interchangable;
    > the reality was wished away for far too long. Now; trapped in the
    > Euro, the normal massive devaluation isn't possible and the state
    > hasn't even a tiny fraction of the bail-out, or debt guarantee, resources
    > that would be required.
    >
    > Default may be the only option left.
    May 25 07:12 PM | 9 Likes Like |Link to Comment
  • GAAP Energy Earnings Are Worthless [View article]
    Thanks a lot for the comments guys.

    The point of the article was really to shed light for investors that don't have a huge background in energy investing. Bfras921's argument that some of these assets were bought at much higher prices is true, but there were also a great number of assets that were bought at prices well below even these current levels. The question still remains, why would you want to price commodities that aren't being sold in the front month at front month prices?
    May 25 07:09 PM | 9 Likes Like |Link to Comment
  • Great Time to Jump into Whole Foods [View article]
    Thanks for your comments.

    The SA Editors changed the name of the article, but this was an excerpt from our newsletter Stocks For An Economic Recovery. The newsletter was based around the idea of if you could only pick one stock per sector to buy in order to participate in the eventual upturn of stocks. By this logic, Whole Foods makes a lot more sense as it will more than likely significantly outperform the marker on the upside and underperform it on the downside.
    May 25 07:02 PM | 9 Likes Like |Link to Comment
  • Preparing for Energy Earnings Reports [View article]
    As a follow up every company listed that engages in hedging of production experience some sort of gain during the quarter.
    May 25 07:13 PM | 8 Likes Like |Link to Comment
  • Even the 'Oracle of Omaha' Makes Mistakes [View article]
    Thanks a lot for the constructive criticism everyone.
    May 25 07:18 PM | Likes Like |Link to Comment
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