Zman

Energy Stock Trader: Tuesday Outlook

Mark - Long term EOG gets bought but I agree with you it's a great company. Stop the zmansenergybrain.com site some time. Love to hear you ideas / critiques but I don't monitor this site very often. Thanks.

Energy Stock Trader: Tuesday Outlook

Sorry for the confusion, I wrote that pretty late and night and was only referring to the quarter, not a judgement on the quality of the companies. APC was definitely the worst of the 3 quarters, the other two you could argue about as to how they've performed since. All three are good companies but very different from one another.

Sorry for the late reply. If you have any questions/or comments alway feel free to come by the site, we have often an active discussion and new opinions are wanted and welcome.

As far as EOG vs SWN goes, of course, EOG is the big dog on the block unless you work for APC, DVN, APA or a major! Mark Papa has been a perenial winner and I'm still amazed he can grow that thing that fast given it's size.

What's Happening With Crude Oil?

Pinellini has attacked just about every writer on this site so I'm honored. My rebuttal:

1st paragraph: clueless about fundamentals. Please come check out all the fundamental stats and analysis on my site at:

zmann.wordpress.com/

2nd para: depletion is a fact of the business but if you're a peak oil guy you're going to have to be patient. Russina will add 2 to2.5x the amount you're citing will be lost from Mexico this year. Brazil is on the rise. Angola, and more. Some benign neglect regions like Mex and Vz will fall for a time but this is management and will be corrected over time. The Saudis just announced they'll be over 12 mm bopd by 2010. The list goes on.

Para 3: demand destruction...I assume you're talking about crude? There is none. None. Early adopters are exhausted with the Prius and Toyota has got 0% on them. SUV sales recovered after gasoline plunged from $3 to $2.20. Anyway, I've been on the buyside and sell side in energy research but if you can stand to learn a thing or two from a lightweight then do stop by the site. Or don't because pointing fingers at everyone around SeekingAlpha only proves you're too smart to learn anything anyway so why bother.