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  • Oil & Gas Stocks: Is The Sell-Off A Reaction To Old News? [View article]
    Great points! Oil won't stay this low forever and that is why I am buying small cap stocks like MDR which trades for just over $2 and has a book value of over $6, a new deal with GE, and a $4 billion backlog.
    Jan 29, 2015. 03:53 PM | 4 Likes Like |Link to Comment
  • Finding Value Stocks In Energy [View article]
    Good article! I agree, there are also some super deep value plays in the small cap sector, like MDR which trades for just over $2 and has a strong balance sheet, a new deal with GE and book value of about $6.
    Jan 29, 2015. 03:49 PM | Likes Like |Link to Comment
  • Revisiting Broadwind Energy Due To A Long-Term Catalyst [View article]
    AMSC is a wind play and it has new catalysts as well from a $60 million resilient electric grid system to a degaussing system for Navy. It just 66 cents, it has significant upside and it even has a strong balance sheet.
    Jan 27, 2015. 05:22 PM | 1 Like Like |Link to Comment
  • OPEC Made A Huge Mistake That We Can All Profit From [View article]
    Caret,

    OPEC is a cartel that controls about 33% of the world's oil supply. There is no other cartel or company that comes anywhere near that level of power to boost or lower production and therefore prices.

    That is what makes OPEC the leader and gives it the most power over the oil market. Because it is the leader and the most influential, the market looks to OPEC to act and makes cuts or increases accordingly. Hope that helps explain why the market has expectations on OPEC that it does not have on any single oil company.
    Jan 27, 2015. 05:17 PM | Likes Like |Link to Comment
  • OPEC Made A Huge Mistake That We Can All Profit From [View article]
    MX26, the article says that nobody including Saudi Arabia knew how badly the oil markets would react. Plus the author does not imply anywhere in the article that the Saudi's did not know their lack of cuts would push prices down.

    I think the author here is trying to suggest that in hindsight and with the knowledge of where oil prices actually are today that the basic math makes it obvious that it was and continues to be a financial mistake to not cut production if oil does not rebound. It looks like you were not able to grasp this point. The author also addresses that there might be short term motivations for Saudi Arabia to allow oil prices to drop but that in the long run the decisions made by OPEC will be based on profit motives not politics, etc. but it looks like you missed that too.

    Do you actually believe that the Saudi's knew exactly how low oil would go if production was not cut before they made that decision??? Give me a break. If you think the author is missing something, why don't you educate all of us on what that is????? It would be smart to stop and think before you post next time.
    Jan 27, 2015. 04:05 PM | 2 Likes Like |Link to Comment
  • General Electric Just Inked Its Largest Wind Deal Ever With China [View article]
    GE also just inked a deal with McDermott International (MDR) to form a joint venture company called io Oil & Gas Consulting. MDR is a cheap engineering and construction stock at just $2.30. I am buying that and also as a wind play (and homeland security play) AMSC looks very cheap at 66 cents and it used to be considered as a takeover target for GE.


    http://prn.to/1zPN6IZ
    Jan 26, 2015. 03:29 PM | 3 Likes Like |Link to Comment
  • Taxi Medallions Are Safe Because Uber Will Implode [View article]
    I agree that Uber is not a great idea and that more problems are coming. However, I doubt that many Uber drivers have a high enough net worth for them to worry about the insurance. If you have nothing or little to lose you won't care about a potential court judgement. Also, I am sure at some point in history that a licensed taxi driver assaulted, killed or raped a passenger and that did not cause the taxi business to implode.

    Again, I don't think Uber makes sense, and the valuation appears insane but I don't think it is necessarily going to implode.
    Jan 26, 2015. 11:11 AM | 9 Likes Like |Link to Comment
  • How Low Can Oil Go? Signals Of A Bottom Are Flashing [View article]
    Good article, but I am wondering how did the author get away with not having any links, even for quotes???? Usually, SA requires this...
    Jan 26, 2015. 10:59 AM | 2 Likes Like |Link to Comment
  • Oil: The Biggest Hairiest Guess Out There? [View article]
    Dale,

    I think you were a little harsh suggesting that Seeking Alpha authors are overly bullish and that these article did not support their thesis, you even claim "based on what" as if no supporting data was offered in the articles. These articles have been based on some data or belief, you just left that part out or maybe did not agree with it. Then you take some bearish SA authors and after saying no one knows where oil is going, suggest that they might be right???? What!!!!????

    The oversupply is relatively small and the cost of producing oil in many areas is high. The current "glut" was built up based on prices that were much higher. Rig shutdowns are taking place a record levels meanwhile consumption is growing in 2015. Oil rebounded sharply after the 2008 Financial Crisis and after other price plunges of more than 50%. These are just some of the ideas that "bullish" SA articles have used to support the belief in predicting an oil rebound. Why did you discount this and not even address it in your article????

    Chanos is no legend in my opinion, he was short HPQ and other stocks which went up huge and his China short has not exactly been working either. Chanos gets some media play but that does not make him a legend, by contrast, Warren Buffett is a true legend.

    As for CVX being a value trap, I think the fact that major integrated oil stocks like this and XOM could be signalling that oil will rebound.
    Jan 26, 2015. 10:56 AM | 11 Likes Like |Link to Comment
  • Broadwind Energy: Strong Idea For 2015 With Extremely Compelling Risk/Reward [View article]
    ikarus,

    What most people don't know is that AMSC is not just a wind play, it is a homeland security play as it received an order for ($60 million) a resilient electric grid in Chicago. It also has a defensive (degaussing) system for Navy ships. Plus it is trading near cash value. It was a great short at $30, but that was the past, at 62 cents it could be a great long.
    Jan 24, 2015. 02:13 PM | 4 Likes Like |Link to Comment
  • Barrett Business Services: An Excessive Pullback Over Earnings Creates A Major Buying Opportunity [View article]
    Wisdom- it doesn't look like Max nailed it, the author here did though as BBSI has just about doubled in value since this article was written, so the "short term traders" have not left...
    Jan 24, 2015. 02:08 PM | Likes Like |Link to Comment
  • Broadwind Energy: Strong Idea For 2015 With Extremely Compelling Risk/Reward [View article]
    AMSC is a great wind play at 62 cents
    Jan 23, 2015. 09:58 PM | 1 Like Like |Link to Comment
  • LeapFrog Is Selling Below Its Liquidation Value [View article]
    But it is not trading below $3 and the 52-week low is not even below $3.
    Jan 23, 2015. 04:06 AM | 1 Like Like |Link to Comment
  • The Only 2 Reasons Crude Oil Prices Won't Stay This Low [View article]
    Great article, excellent points, thank you!
    Jan 21, 2015. 11:50 AM | 2 Likes Like |Link to Comment
  • U.S. Steel: After A 50% Drop, This Stock Looks Strong For Value Investors [View article]
    Biz, I saw the 10% steel consumption info in the link about Conoco under the words " recently said".
    Jan 20, 2015. 06:57 PM | Likes Like |Link to Comment
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