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Michael Blair  

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  • Oil Conundrum: Is Now The Time To Pick Away At The Stocks? I Think So [View article]
    @April May - the dividends are irrelevant at these prices, and taxed no better or worse than U.S. dividends from what you say.
    Aug 30, 2015. 05:24 PM | 1 Like Like |Link to Comment
  • Bellatrix Exploration - The Next Peyto [View article]
    @Wilson Wang - a terrific and well-reasoned article pointing out the very real potential for a ten banger in the washed out oil & gas space. Thanks for taking time to write.
    Aug 25, 2015. 11:26 AM | 6 Likes Like |Link to Comment
  • Early Indications Suggest U.S. Oil Production Is Finally Rolling Over [View article]
    @believer18 - I agree it will take time. I have seen estimates that the glut amounts to 2 million barrels a day. If oil production falls 50,000 barrels per day per week and demand increases by about the same amount it will take 10 weeks to come into balance. My guess is about twice that amount of time, perhaps more, but equilibrium will take place and with it, in my opinion, somewhat higher prices.
    Aug 19, 2015. 09:30 PM | 3 Likes Like |Link to Comment
  • Early Indications Suggest U.S. Oil Production Is Finally Rolling Over [View article]
    @embryorambo - I am long, but that is another article.
    Aug 19, 2015. 09:26 PM | 3 Likes Like |Link to Comment
  • Oil Stocks May Be A Big Win In 2015 [View article]
    @Kamil - as the adage goes, to make a small fortune in the stock market start with a large fortune.
    Jul 29, 2015. 09:16 PM | 2 Likes Like |Link to Comment
  • Microsoft, Capitulation And The End Of Windows Everywhere [View article]
    @Benedict Evans - a great article but entirely negative, admittedly with reason, but analyzing what does not work is not as valuable as assessing what might. The interesting corollary of your thesis is the inevitable decline of Apple - while holding a measurable share of the smartphone market Apple, like Microsoft, is losing share to Android with minor pauses as Apple fans upgrade to larger screens or whatever gimmick Apple labels innovation for the time being.
    Jul 29, 2015. 08:22 PM | 6 Likes Like |Link to Comment
  • Crude Oil Remains A 'Sell' After Rising Imports Fuel Surprise Inventory Build [View article]
    Who is importing oil at a premium while locally pumped oil is in surplus? Answer that question and you will understand why the so-called surplus is manufactured and cannot be relied on. As long as the United States is a net importer, there is a shortage in the U.S. and not a surplus, and the entitles that are paying Brent plus freight to bring oil into the U.S. when they can buy domestically produced oil or Canadian oil at lower prices have an agenda. Decode that agenda and trade for profit.
    Jul 2, 2015. 06:01 PM | 4 Likes Like |Link to Comment
  • Oil Conundrum: Is Now The Time To Pick Away At The Stocks? I Think So [View article]
    @DrT - PGH has just sold $600 million of non-core assets bringing debt below $1.5 billion while Lindbergh continues to grow and will reach 50,000 BOE/day within a few years. PGH has a strong hedge book worth several hundred million. I think PGH has a value north of $10 in any rational market even at today's oil prices.

    BXE is good value.
    Jul 1, 2015. 07:35 AM | 3 Likes Like |Link to Comment
  • Oil Conundrum: Is Now The Time To Pick Away At The Stocks? I Think So [View article]
    @rach07 - I was long at $20 - sold at a slight loss at about $18. Will re-enter when I see progress on pipelines. Long term Canadian Oil Sands a great stock in my view.
    Jul 1, 2015. 07:34 AM | 2 Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    @Albert Alfonso - super article. I hold 160,000 PGH and am adding.
    Jun 30, 2015. 05:57 AM | 6 Likes Like |Link to Comment
  • Intel Inside Microsoft HoloLens And Windows Phone [View article]
    @Bruce Burnworth - super article, right on the money as I see it.
    May 2, 2015. 02:44 PM | 4 Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    @J.M. Manness - no doubt that Apple management are expressing confidence, and with good reason given the past couple of years impressive performance. The large buybacks will be terrific if they are right but dangerous if they are wrong, and the future is not without risk. I prefer larger dividends since they don't divide shareholders.

    Liked the article.
    May 1, 2015. 04:20 PM | 2 Likes Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    @Million$Man- or help them. It seems to be a technology than anyone can license, and appears very exciting.
    May 1, 2015. 04:16 PM | 1 Like Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    @bigsean28 - I disagree. Gathering power during sunlight and storing it for use (even to heat water) in darkness makes sense.
    May 1, 2015. 04:14 PM | 1 Like Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    @GaltMachine - any disappointment and it should sell off sharply.
    May 1, 2015. 04:11 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
4,972 Comments
11,853 Likes