Seeking Alpha

Laura Starks

View as an RSS Feed
View Laura Starks' Comments BY TICKER:
Latest  |  Highest rated
  • Phillips 66 - Creative Deal Shows Buffett Is Getting Cautious [View article]
    There are other tank car manufacturers Buffett does not own: the one that comes to mind is Trinity Industries.
    Feb 2 02:36 PM | Likes Like |Link to Comment
  • Oil States International: More Value In Spin-Off? [View article]
    Excellent update on OIS. The $136/share is worth noting.
    Thank you.

    With the market bouncing lower, many stocks will become more attractive than they have been in the last few months.
    Jan 31 02:12 PM | Likes Like |Link to Comment
  • Phillips 66 - Creative Deal Shows Buffett Is Getting Cautious [View article]
    Buffett made an excellent investment in PSPI.
    I grew up in the town (Ponca City, Oklahoma) where this chemical was invented and have profiled it here: http://bit.ly/KydGi1
    Because until 2012 drag reducer/flow improver revenues were rolled into those of a much larger organization, the strong profitability of this specialty chemical has been obscured. The rumor is $300-$400 million/year in revenue. With very high margins, profitability is not far behind.
    Jan 8 01:23 PM | Likes Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    The Permian is absolutely a great place to be producing oil. For FANG and other oil pure-play companies it's a question of one's belief about the direction of oil prices, and the extent to which future production upside is already baked into FANG's stock price.
    Oct 31 03:52 PM | Likes Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    Meicul,
    Good question. Clearly the Wolfcamp B is productive, but I don't have detail on specific leases.
    Oct 25 06:10 PM | Likes Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    Yes, the stacked pay potential is what has drawn companies and investors to the Permian for the last few years, and I mention the other six benches for which Diamondback's acreage is prospective. I have linked to its September report (horizontal wells) and the $55/bbl comes from that report, tho I have heard it elsewhere.

    Not knocking the Permian--I love it--or Diamondback's operations, only the fact that lots of money is chasing it.
    Oct 25 12:45 PM | Likes Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    The recommendation is based on one's assumption about oil prices and oil supply. There is only one Facebook and one Amazon. There are many companies producing oil as Diamondback does. The Permian Basin is a great growth story....and lots of people have jumped in. Investing or not investing in Diamondback is really a call on oil prices.
    Oct 24 09:11 PM | 1 Like Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    Good points. What's interesting about FANG is that it is such a pure play, not just oil, not just Permian basin, but at this point Wolfcamp B.
    Oct 24 05:56 PM | Likes Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    VD,
    Yes, I looked at your article, and linked it, second paragraph from the end. I agree that the drop in insider ownership is a concern.

    LAS
    Oct 24 02:31 PM | 1 Like Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    The EIA has just started a new report on drilling productivity. Its November numbers should be labeled as prospective, or estimates, in my article.

    It is linked in the fourteenth paragraph in the article or you can see it here:

    http://1.usa.gov/19B1aGL

    Good question. Thank you for asking.
    Oct 24 02:29 PM | 2 Likes Like |Link to Comment
  • Trinity Industries: Still Room To Grow For Cyclical Investors [View article]
    They sound interesting; I don't know much about them. A starting point is their revenue/profitability dependence on their rail business.
    Jan 26 09:54 AM | Likes Like |Link to Comment
  • Trinity Industries: Still Room To Grow For Cyclical Investors [View article]
    I don't know without research. Sounds like a good topic for another SA article, though perhaps other commenters reading have some insight.
    Jan 21 03:40 PM | Likes Like |Link to Comment
  • Trinity Industries: Still Room To Grow For Cyclical Investors [View article]
    Yeah! Good q. Maybe the steelmakers who are currently getting the benefit of low natural gas prices...
    Jan 20 09:20 PM | Likes Like |Link to Comment
  • Trinity Industries: Still Room To Grow For Cyclical Investors [View article]
    Rail is available now and allows flexible dispatch to a range of markets, a great advantage given the sudden growth of US oil production. However, pipeline transport is many times safer per barrel of oil transported and costs a half to a third as much. Both factors are compelling IF the capacity is available AND in the direction it's needed. That's why pipelines replaced so much original rail transport of oil decades ago.
    Jan 19 10:06 AM | Likes Like |Link to Comment
  • Trinity Industries: Still Room To Grow For Cyclical Investors [View article]
    TRN interests me from an energy perspective because the change has been so extraordinary. I didn't research additional freight car demand for this piece; it sounds like gravy.
    Jan 19 10:00 AM | Likes Like |Link to Comment
COMMENTS STATS
26 Comments
15 Likes