Seeking Alpha

Philippe Casey

 
View as an RSS Feed
View Philippe Casey's Comments BY TICKER:
Latest  |  Highest rated
  • How The U.S. Shale Gas Boom Threatens Oil-Indexation [View article]
    Shipping costs of LNG from USGC to Japan are estimated to be around $2.50/mmbtu
    Feb 24 05:56 PM | Likes Like |Link to Comment
  • The Shifting Dynamics Of The WTI-Brent Spread [View article]
    Brent's status as a global benchmark is coming under increasing pressure: http://on.ft.com/M6L5AV
    Feb 17 01:13 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - Where Is Natural Gas Going? (8/15/13) [View article]
    Weatherford is an oilfield services company like Halliburton, not an E&P
    Aug 16 08:26 PM | Likes Like |Link to Comment
  • Falling Crack Spreads Cloud Near Term For Refiners [View article]
    Is there any study to show that the stock performance of E&Ps and Refiners is inversely correlated? Seems to me there should at least be some semblance of an inverse relationship...
    Jul 17 02:09 PM | Likes Like |Link to Comment
  • The Shifting Dynamics Of The WTI-Brent Spread [View article]
    Just to quickly clarify for readers: The Export Administration Act of 1979 banned the sale of U.S. crude abroad, except to Canada and Mexico
    Jun 26 01:13 PM | 1 Like Like |Link to Comment
  • RBS: A Bank On The Brink [View article]
    British government is considering breaking up RBS: http://on.wsj.com/13TCeYf
    Jun 19 04:22 PM | 1 Like Like |Link to Comment
  • Bank Of America: You Ain't Seen Nothing Yet [View article]
    BAC Jan 2015 calls are still pretty attractively priced... The ask is 1.33 for a $15 strike. I've previously made a 70% return on BAC calls and am thinking about adding them to my portfolio once again.
    May 24 01:00 PM | 1 Like Like |Link to Comment
  • The Great Sub-Saharan Opportunity [View article]
    Disclosure: I have opened a long position on Tullow Oil (LSE: TLW) at 10.23 GBP
    May 14 09:40 AM | Likes Like |Link to Comment
  • Total: Is There Room For Stock And Dividend Growth? [View article]
    Despite the fact that the European economy continues to struggle, I think IOCs headquartered in the region (like Total) do stand to benefit immensely from the seemingly inevitable - albeit gradual - European nuclear phaseout.

    In 2009, oil and gas (37% oil, 24% gas) accounted for 61% of EU energy consumption versus 14% for nuclear. As the percentage of nuclear power consumption begins to decline, I am confident the oil & gas share of the energy mix will increase. The only other viable alternative is a rise in coal usage, but this is hardly realistic given the clean-energy initiatives and political climate of the EU.

    Conclusion: As an investor, I am very bullish on Total given a long-term (3-5 year) investment horizon but am not convinced of its short-term performance. Investors looking for exposure would do well to consider call options with an expiry of January 2015 or later...
    May 10 05:20 AM | Likes Like |Link to Comment
  • RBS: A Bank On The Brink [View article]
    LukkiC, I checked your history of comments. Please publish a book of your investment secrets when BAC hits $60 by 2014 as you project.
    Jan 25 12:51 PM | Likes Like |Link to Comment
  • Forget McDonald's, Buy Wendy's Instead [View article]
    Great article. Another positive indicator of Wendy's position: Institutional Ownership accounts for 76.53% of the company's outstanding shares.
    Jan 5 11:01 AM | 1 Like Like |Link to Comment
  • Ecopetrol: A Stock Poised For 2012 Success [View article]
    Akhait, I am not very familiar with Petrominerales but will try to take a look and post a quick personal analysis here if I get a chance. I did notice that shares fell substantially the other day (16%) after November output came in well below expectations.
    Dec 7 09:39 PM | Likes Like |Link to Comment
COMMENTS STATS
12 Comments
4 Likes