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Eric Fox  

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  • BJ Services' Take-Under [View article]
    The current glut in NG is because of all the shale wells that need fracing, which is what BJS does.
    Sep 1, 2009. 09:27 AM | 1 Like Like |Link to Comment
  • Baker Hughes (BHI) to acquire BJ Services (BJS) in a $5.5B cash/stock deal. BJS shareholders will receive 0.4 shares of BHI and $2.69, a 16.3% premium over Friday's close. BHI says it will see annual savings of $75M in 2010 and $150M in 2011, and that the deal "further enhances its position as a top-tier global oilfield services company." (PR)  [View news story]
    This seems more of a take under to me. BJ Services shareholders should be outraged.
    Aug 31, 2009. 07:06 PM | Likes Like |Link to Comment
  • Google Finance Sparklines [View article]
    ATT and Yahoo are related??? In what way?
    Aug 27, 2009. 07:12 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "BG Group (BRGYY.PK) will pay $655M for a 50% stake in EXCO Resources' (XCO) U.S. shale gas project, and will pay another $400M to fund capital development. This is the latest in a series of BG acquisitions, and follows similar moves by other international oil companies interested in the U.S. oil shale sector."

    Is this oil shale or gas shale? You mention both in your lead.
    Jun 30, 2009. 09:26 AM | Likes Like |Link to Comment
  • Small and Mid-Sized U.S. Banks Have Large Share of CRE Loans in Their Portfolios [View article]
    "the share of CRE loans relative to total loans is very high"

    This is one way to look at it, but underwriting standards are key, as some banks may have underwritten owner occupied only or kept LTV's under 80%.
    Jun 30, 2009. 09:20 AM | 1 Like Like |Link to Comment
  • There Goes Chinese Energy Demand [View article]
    The IEA also said that oil demand won't exceed the 2008 level until 2012. This assumes a more robust economic growth scenario. If they use a slower growth scenario, then oil demand in 2014 will actually be LESS THAN it was in 2008. (yes, I put that in bold on purpose)
    Jun 30, 2009. 09:12 AM | 1 Like Like |Link to Comment
  • Notes from White Mountains Insurance Analyst Day, Part I [View article]
    It has been a disappointing stock the last two years.
    Jun 2, 2009. 10:27 AM | 1 Like Like |Link to Comment
  • Notes from White Mountains Insurance Analyst Day, Part II [View article]
    Jack Byrne was a legend and it is difficult to follow in his shoes.
    Jun 2, 2009. 10:27 AM | 1 Like Like |Link to Comment
  • RealNetworks: Another Small Internet Stock Trading Under Cash [View article]
    They also have approximately $33.5 million in restricted cash and equity investments at March 31, 2009. Don't know if this is included in your total.
    May 28, 2009. 12:24 PM | 1 Like Like |Link to Comment
  • Positioning for Major Reversal in Natural Gas Prices [View article]
    Joe...my comment was not a criticism of you or your investment process. I am in favor of investors doing as much independent research as they can before making an investment.
    May 15, 2009. 07:04 AM | 1 Like Like |Link to Comment
  • Wesco Posts Q1 Results: Recent Rally May Change Those Numbers [View article]
    Thanks for the review.
    May 13, 2009. 11:16 AM | 1 Like Like |Link to Comment
  • Positioning for Major Reversal in Natural Gas Prices [View article]
    The worst reason I can think of to buy a stock is because someone else is buying it.


    On May 05 09:27 AM thotdoc wrote:

    > They may not be "smart", but they still throw around a lot of weight.
    >
    May 13, 2009. 11:11 AM | 1 Like Like |Link to Comment
  • Positioning for Major Reversal in Natural Gas Prices [View article]
    Denbury has properties in the Barnett Shale that produce gas, and just for the record - the entire concept of "smart money" died during the financial crisis.
    May 4, 2009. 11:37 PM | 2 Likes Like |Link to Comment
  • What Is the Break-Even Price for Natural Gas Producers? [View article]
    Excellent article. Question - would you consider the F & D cost a "sunk cost" at this point when the company makes a decision on whether to produce from existing wells? For new drilling I assume they would include this figure in return calculations.
    May 1, 2009. 11:29 AM | 2 Likes Like |Link to Comment
  • Three Reasons to Be More Bullish on Natural Gas than on Oil [View article]
    I was referring to companies that are shutting in production not cutting drilling. The point I was trying to make was that CHK alone can't balance the market through its shut in of gas production. This was point one the author made.
    Apr 24, 2009. 07:35 AM | Likes Like |Link to Comment
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232 Comments
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