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Matthew Smith  

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  • 5 Commodity Stocks Moving On News [View article]
    SandRidge took these trusts public before all the wells were in production as they were still drilling. The production history was not like what I have seen in the past as it was a relatively new asset. So yes they did have the estimates and all, but we now find out that its not nearly as oily as thought and far gassier. The reserves changed dramatically in that regard.
    Mar 7, 2013. 04:16 PM | 1 Like Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Yea it seems like a company specific event and not like if ANR or BTU had cut back. Small players tightening the belt does little good as it is but a drop in the bucket so to speak.
    Mar 7, 2013. 04:13 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Thanks for the correction! Was looking at some stuff on URG last night as someone told me info was thin and really wish they would do some more IR stuff...conference calls for the quarter, etc.
    Mar 7, 2013. 04:11 PM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Bad ticker in article, should be MTG and not MGIC.
    Mar 7, 2013. 08:35 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Wow, really? Look at where some of their properties came from. The Utica land deals were good for shareholders too. Take that elsewhere.
    Mar 2, 2013. 06:25 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Never said it was extremely profitable, just that it was profitable. It is natural gas after all. Rig count down as NY has ban so no drilling to get HBP status, and many have already achieved HBP status for their leases already...so why drill for dry nat gas there when you can go to the Utica and get some dry nat gas with lots of NGLs or Oil too? The nature of the business.
    Feb 28, 2013. 06:56 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Did you see where their production grew significantly? Also looking at a company's net income does you very little good as depreciation, amortization and too many other factors play with the bottom line. Notice the top line. And they also have hedges, so their realized gas prices are much higher than the spot. The Marcellus is the one area where it seems it is profitable to drill wells focused on the dry stuff.
    Feb 28, 2013. 08:36 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Day traders like that one...been brutal to have been in there for years though...
    Feb 25, 2013. 08:38 PM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    A good value for speculative money...the risk/reward looks promising.
    Feb 25, 2013. 08:37 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Thanks for the comment, I will take a look at those two and see if I can find a way to work them into a future article! Probably do not spend enough times on the MLPs and such.
    Feb 25, 2013. 08:20 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Hope that it pays off for you.
    Feb 25, 2013. 08:18 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Check out today's article on the commodity stocks...discusses the refiners a bit.
    Feb 25, 2013. 08:18 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    But is it? rock bottom would be pretty close to $0, and it is ~$26+/share...sometimes management can hold back shares when they should rally. Something to think about.
    Feb 25, 2013. 08:17 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Huh? My point was that the article from last week's Barron's did not cause the drop from November. And yes part of the drop is attributable to fiscal cliff selling, but we did not see a huge rebound right after that legislation was passed. Fact is the MLPs we follow have lagged and one cannot pin all of the blame on any one factor precisely.
    Feb 22, 2013. 05:29 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    No, that is certainly not where their troubles stem from. The Barron's article I believe you are referring to was in the latest Barron's but the move since November is what is troubling and referenced above (notice it was "over the past few months" and not days). So unfortunately you still are the last to know! :)
    Feb 21, 2013. 07:11 PM | Likes Like |Link to Comment
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