Michael Filloon
Michael Filloon
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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?
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Michael Filloon
Started a position in $arii. Keep an eye on $kogthe and $pbf. - View all 2 replies
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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.
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jaha98: Thx for all you updates and advice in this sector, I really appreciate your work!
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Michael Filloon
$TSO earnings tomorrow. Should tell us how well oil is being railed from Canada to California. - View all 1 replies
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Marine85: Mike, great job on SA. Do you have an opinion of the Canol Shale play in the NWT, Canada, and MGM Energy?
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Hue101: mIKE, YOU REALLY HAVE SOME GREAT INSIGHT TO THIS SECTOR AND POSITIONS... -
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Michael Filloon
$DK and $VLO report tomorrow. Should give an idea of how the refiners will trade in the short term. - View all 2 replies
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Bob de'Long: Let's hope they do well. We need them to have the confidance to expand capacity. -
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.
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Michael Filloon
$HK purchased a large Bakken acreage position in Ft. Berthold, North Dakota. Tomorrow should be interesting. - View all 12 replies
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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... -
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
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Michael Filloon
Halcon (HK) purchased a sizeable Bakken acreage position from PetroHunt on the Reservation in North Dakota. Tomorrow will be interesting. - View all 3 replies
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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? -
Atticvs Research: Question answered, I see from another thread that this is the Oct 2012 transaction.
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Michael Filloon
FTK had a great quarter,with expanding margins and beat on both top and bottom lines. - View all 0 replies
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Michael Filloon
Look for a Kodiak (KOG) miss tomorrow as an opportunity to buy the stock or add to your position. - View all 10 replies
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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.
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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.
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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 - View all 0 replies
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Michael Filloon
Uranium spot price up to $73 this week. Watch next tuesday. Should be up next week. - View all 0 replies
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Michael Filloon
January 21, 2011-The spot uranium price continued its upward climb this week increasing $2.50 to $69.00 - View all 0 replies



