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Michael Filloon

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  • Michael Filloon
    I took some profits on $PBF and $TPLM this am.
    May 8, 11:46 PM
    Reply (1)
    • Aricool: why? wasn't PBF due a rebound? I don't trust the recent market risk-on trade, so is that why you are cashing out some so quickly?
      May 9, 12:41 AM
      • Michael Filloon
        Started a position in $arii. Keep an eye on $kogthe and $pbf.
        Apr 26, 11:28 AM
        Reply (2)
        • TFCAB: love ARII........nice buying opportunity
          Apr 26, 2:18 PM
        • Michael Filloon: I think it is oversold here. I think when they clarify the revenue realizations on leased railcars we should see the stock back up again.
          Apr 26, 10:32 PM
          • Michael Filloon
            $FTK reports big jump in EPS
            Mar 14, 9:58 AM
            Reply
              • Michael Filloon
                Busy earnings week coming up. $CVI, $CVRR, $NTI, $BCEI, $FTK. Be careful around these names as all have had a nice run up.
                Mar 10, 12:52 PM
                Reply (15)
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                • thomst04: true NTI paid $50 million to off debt in 4th quarter?
                  Mar 14, 11:37 AM
                • Michael Filloon: $FTK short squeeze
                  Mar 14, 11:43 AM
                  • Michael Filloon
                    $WNR will probably beat tomorrow. If they don't buy the pullback
                    Feb 28, 1:54 AM
                    Reply
                      • Michael Filloon
                        $PBF reports earnings on February 21st. Looking for a solid beat here.
                        Feb 17, 12:25 AM
                        Reply (3)
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                        • jaha98: I Appreciate your work and advice, thx!
                          Feb 22, 3:21 AM
                        • jaha98: Thx for all you updates and advice in this sector, I really appreciate your work!
                          Feb 22, 3:22 AM
                          • Michael Filloon
                            $TSO earnings tomorrow. Should tell us how well oil is being railed from Canada to California.
                            Feb 6, 12:20 AM
                            Reply (1)
                            • Marine85: Mike, great job on SA. Do you have an opinion of the Canol Shale play in the NWT, Canada, and MGM Energy?
                              Feb 11, 1:45 PM
                              • Michael Filloon
                                Been right so far on the refiners, with great numbers from $VLO. $DK should beat easily. I own $WNR, $TSO, $PBF, $NTI, $HFC
                                Jan 29, 2:56 PM
                                Reply (6)
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                                • Hue101: mIKE, YOU REALLY HAVE SOME GREAT INSIGHT TO THIS SECTOR AND POSITIONS...
                                  Feb 7, 1:03 PM
                                • Michael Filloon: Thank You
                                  Feb 7, 1:08 PM
                                  • Michael Filloon
                                    $DK and $VLO report tomorrow. Should give an idea of how the refiners will trade in the short term.
                                    Jan 29, 2:26 AM
                                    Reply (2)
                                    • Bob de'Long: Let's hope they do well. We need them to have the confidance to expand capacity.
                                      Jan 29, 2:56 AM
                                    • Michael Filloon: The only question now is how much of $VLO numbers are due to heavy Canadian oil. $DK tomorrow should clear some of that up.
                                      Jan 29, 9:24 PM
                                      • Michael Filloon
                                        $HK purchased a large Bakken acreage position in Ft. Berthold, North Dakota. Tomorrow should be interesting.
                                        Jan 17, 6:49 PM
                                        Reply (12)
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                                        • Michael Fitzsimmons: No worries...you were technically correct as the deal wasn't done w/o the vote. I think it was baked in. But I will watch HK on the open...
                                          Jan 18, 9:28 AM
                                        • Michael Fitzsimmons: HK trading normally...vol might be a lil less than usual. Yesterday's sell off may have been a whole # ($8) issue. Common 4 stocks under $10
                                          Jan 18, 9:52 AM
                                          • Michael Filloon
                                            Halcon (HK) purchased a sizeable Bakken acreage position from PetroHunt on the Reservation in North Dakota. Tomorrow will be interesting.
                                            Jan 17, 6:47 PM
                                            Reply (3)
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                                            • Atticvs Research: Michael, are you saying this is in addition to the 81k acres HK bought from Petro-Hunt announced October 22?
                                              Jan 18, 5:30 AM
                                            • Atticvs Research: Question answered, I see from another thread that this is the Oct 2012 transaction.
                                              Jan 18, 7:15 AM
                                              • Michael Filloon
                                                I like ftk and oas after good quarters
                                                5/13/12
                                                Reply (7)
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                                                • glider549: Then why is our government so paranoid on NatGas?
                                                  11/16/12
                                                • Michael Filloon: Thats a good question.
                                                  11/16/12
                                                  • Michael Filloon
                                                    FTK had a great quarter,with expanding margins and beat on both top and bottom lines.
                                                    5/9/12
                                                    Reply
                                                      • Michael Filloon
                                                        Look for a Kodiak (KOG) miss tomorrow as an opportunity to buy the stock or add to your position.
                                                        5/2/12
                                                        Reply (10)
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                                                        • hydepark45208: Still a fan of SD?
                                                          Feb 7, 3:28 PM
                                                        • Michael Filloon: I like the stock, but think there are better ways to play the space than SD. I think we could see a pullback in the short term.
                                                          Feb 7, 8:44 PM
                                                          • Michael Filloon
                                                            GPOR is a buy here on value
                                                            5/1/12
                                                            Reply (9)
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                                                            • angelodebo: GPOR is a buy below $20. Great growth..low P/E...what more could you want?
                                                              5/22/12
                                                            • Michael Filloon: I think GPOR has a downside of $17 at the most, surprised it is still this cheap. I oil dips below $90 could see it.
                                                              5/22/12
                                                              • Michael Filloon
                                                                Lynden Energy (LVLEF.PK) looks like a buy here. Up 4%
                                                                7/25/11
                                                                Reply (2)
                                                                • Rjjr38: Where does it trade???
                                                                  1/25/12
                                                                • irish2b1: Michael, I always read your post . I would like your thoughts on a couple of oil stocks that I own. TGC and CXPO. Thank you, Norm Maloney
                                                                  2/24/12
                                                                  • Michael Filloon
                                                                    February 18th spot market for uranium decreased $4.25 to $68.50. 1.1 million pounds of uranium hit the market. http://www.tradetech.com
                                                                    2/22/11
                                                                    Reply
                                                                      • Michael Filloon
                                                                        Uranium spot price up to $73 this week. Watch next tuesday. Should be up next week.
                                                                        2/6/11
                                                                        Reply
                                                                          • Michael Filloon
                                                                            Samson (SSN) presenting in the morning. 900 am http://yhoo.it/eSUUhh
                                                                            2/2/11
                                                                            Reply
                                                                              • Michael Filloon
                                                                                January 21, 2011-The spot uranium price continued its upward climb this week increasing $2.50 to $69.00
                                                                                1/25/11
                                                                                Reply