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Michael Blair  

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  • 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 | 3 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 | 1 Like 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 | 3 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
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    @NWCats404 - it would indicate a very good quarter in China for the other products, which I believe is the case. However, that implies those same products are doing less well outside of China.
    Apr 30, 2015. 04:18 PM | 5 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    @dhonk - more like the hapless knight in Monty Python. I think you are wrong about the iPhone 5C outselling the Galaxy 4. Check your facts.
    Apr 30, 2015. 02:44 PM | 2 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    @NWCats404 - Apple's revenue includes more than iPhones. I do not think Apple misrepresents anything.
    Apr 30, 2015. 02:42 PM | 8 Likes Like |Link to Comment
  • Here's Why Apple's Huge Cash Pile Is Now One Of Its Biggest Problems [View article]
    @Richard Saintvirus - or, Apple could just decide to bring the money home and pay the tax.
    Apr 30, 2015. 11:13 AM | 2 Likes Like |Link to Comment
  • Apple Q2 2015 Earnings Preview: Another Strong Quarter Driven By iPhone In China [View article]
    @Neal Cybart - great article, well presented. Thanks.
    Apr 26, 2015. 01:41 PM | Likes Like |Link to Comment
  • Apple: Bear Case From A Bull [View article]
    @J.M. Manness - great article. This should be a very strong quarter for Apple but perhaps it will be the last really great one for a while. The competition is striking back and only the foolish discount the success Samsung is enjoying with its new S6 devices. Android has improved materially and for the most part equals iOS and in some areas is superior. Google Play is every bit a rich as the App Store. Perhaps most importantly, Samsung has lapped Apple in processors and modems with more power, faster download speeds and at least a full node ahead in process geometry. This is an important war for Samsung and it will put is diverse income streams; basic processor technology; and, massive customer base (at least double that of iPhone users) to good use in doing everything possible to keep the lead.

    Company's always look their best at the top. I think that is where Apple is today.
    Apr 25, 2015. 09:04 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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