Anadarko Petroleum Corp. (APC)

All Comments on APC

  • commenter
    Aug 10 08:44 PM
    Energy Stocks Are Too Cheap to Ignore - Barron's [view article]
    Totally agree - there will be more downside and sideways consolidation but peak oil is their ticket to the profitmania Drill,drill,drill and buy, buy, buy these stocks - all that you mentioned and Petrobank too. Reply
  • commenter
    Aug 10 08:28 PM
    Energy Stocks Are Too Cheap to Ignore - Barron's [view article]
    Around here the notice has been served and that is individual households that rely 100% on petroleum to heat with, can no longer with any sense of security rely on stable oil prices. In geo-political cost there is as much to be argued and that only perpetuates the cost of the problem and often if ever does anything to resolve the problem.

    The "energy" stocks do nothing more than supply product. The social impact of a destabilized market place is the one area these companies could perform and instead they accept any term or condition to produce product.

    In the northeast by way of example the hyper pricing we've seen has caused near panic or more so breaking points a person or company can withstand to accept the given price for any of the products the "energy" companies supply.

    Government programs that help the poor pay for heating oil will fail at the price levels of $4.50 per gallon of heating oil or above. $5 diesel simply shuts down trucking firms. Four day work weeks, lay offs, or factory shut downs are cost that displace every aspect of lifestyle and livelihood.

    For the amount of profit generated is it really worth the social cost to society? I would argue respectfully there is also excessive waste of fuel and more so that most homes heated with oil are using outdated or poorly planned systems, the houses antiquated, or that waste is 20% regardless of stated efficiency. I'd argue further that the value of alternative fuels in any given area are now marked to the market and the local energy market for any given sort of fuel is an economic base not yet fully realized and in parts of the northeast for energy money to be spent on local hard goods is something never experienced on the scale as we have before us now.

    The measure of change is how effectively the local markets shift away from relying on "energy" companies to provide the fuel required for their (our) own well being, and that is fundamental to any term or condition the market place is likely to move towards.

    A fair and equitable means of exchange where fuel cost can be moderated given the local condition of heating or transportation. When oil runs out then of course the stock will be worth no more than the hole in the ground, and still at the cost ruin.
    Reply
  • commenter
    Aug 10 07:35 PM
    Energy Stocks Are Too Cheap to Ignore - Barron's [view article]
    Gabe likes the oil sands, that is like getting oil out of asphalt. It works, but has a very low "return on energy expended". Also the natural gas to expand the recovery of oil from these sands is very large. Supply is limited. The article is right, the oil stocks are undervalued and a good investment opportunity. Earnings and value are up. Crude can go up or down and they are good buys. Reply
  • commenter
    Aug 10 06:14 PM
    Energy Stocks Are Too Cheap to Ignore - Barron's [view article]
    Eli, I've researched Exxon (XOM) & have to agree with your article - Exxon's valuation is compelling to say the least:

    - going thru Exxon-Mobil’s 2007 Annual Report:

    • From ’03 to ’07 - # of shs o/s diluted went down from 6.7 bill to 5.6 bill; net inc per diluted share rose from $3.23 to $7.28

    • Exxon makes money regardless of the price of oil. For instance, they sell lots of plastics & resins, if the price of oil falls, Exxon’s cost of goods sold goes down & their profit margins in these areas go up.

    • In summary, given Exxon’s tremendous earnings & reduced share count, it seems to many that the stock price can easily exceed $100 share. Especially since Exxon is buying back about 1.4 million shares of stock every day. XOM closed at $78.33.
    Reply
  • commenter
    Aug 10 05:28 PM
    My Website
    Energy Stocks Are Too Cheap to Ignore - Barron's [view article]
    Well time will tell.Personally Iam afraid of demand destruction Reply
  • commenter
    Aug 10 05:03 PM
    My Website
    Energy Stocks Are Too Cheap to Ignore - Barron's [view article]
    Oil stocks are done with.By now all of the investment community comprehends that the oil spike was not driven by the geometric explosion in the final demand but rather by a massive bankrupt strategy of long oil short financials .
    The unwinding of these positions is not over ande will bankrupt many yet.
    The windmill,the nuclear and hydroelectric energy play ,has been mostly exhausted as well.
    Even the grain prices had a spike as a result of conversion to ethanol(corn).
    To me one very promising source that could allieviate shortage of oil, is the Canadian oil sands.
    However ,this sector appears to have been totally ignored.Time will tell.
    Many experts claim that it is not the oil shortage that is the problem ,but rather inability of most refineries to "crack"the heavy crude,as the heavy crude is readily available.
    I could not help but notice one Canadian company that is working on the oil sand conversion to oil and conversion of the heavy crude to light crude .In addition the company is looking for oil in China and produces small amount of crude.
    That type of company (energy) could make a sense but it will not likely make a great move untill it is discovered by some hedge fund By then it is too late.
    Reply
  • commenter
    Aug 10 04:20 PM
    Energy Stocks Are Too Cheap to Ignore - Barron's [view article]
    Comparing to the peak they reached during past May or June, these stocks' prices are bloody cheap, but...why cannt they go down further?

    what happens if oil price coming down further say to below $100?


    Reply
  • commenter
    Aug 06 04:36 PM
    My Website
    Board and Executive Compensation in S&P 500 [view article]
    its all a self serving scam.the new word should be "suckerholder&quo... stockholder.the ceo's & bod's are just selfserving & nobody mentions the suckerholder in the boardroom. pay should only be by dividend fro shares bought by management & bod's & no options.that would straighten things out real quick.utopia? Reply
  • commenter
    Aug 06 11:45 AM
    My Website
    Board and Executive Compensation in S&P 500 [view article]
    Jackooo...you are exactly correct. The companies send out proxies, etc., as a "feel good" exercise, not something that will result in any change of directors, management, etc. The mutual funds are not doing their jobs when they simply go along to get along with extreme compensation packages being set up by compensation committees. Any time a compny is losing money badly, but gives top executives major pay raises, something is wrong inside the management of the companies. Reply
  • commenter
    Aug 06 11:45 AM
    Board and Executive Compensation in S&P 500 [view article]
    Years ago when it became so obvious to me that boards of directors were nothing more than good old boys clubs, rubber stamps for corporate executives and every bit as greedy, I began to look in the proxy for the identities of the Compensation Committee. Every proxy I have voted since I have withheld my vote for those committee members and have encouraged others to do the same. May never have an affect but at least its something I can do to express my dissatisfaction... Reply
  • commenter
    Aug 06 11:12 AM
    My Website
    Board and Executive Compensation in S&P 500 [view article]
    I have both T and CMCSA. I notice their executive teams are paid the most. That's a shame from these two losers.
    The SEC can make up lots more rules & I can vote against the board but unless the mutual fund companies vote their shares against the boards, we individual share holders might as well forget proxy voting.
    I cannot understand why the funds don't take the reigns? It is their clients that are losing money. It is true that most of the clients are dumb and lazy regarding financial savy but gezz. You would think the funds would do something, no??
    Reply
  • commenter
    Aug 06 11:05 AM
    Board and Executive Compensation in S&P 500 [view article]
    giving the people on the board hefty 'compensation' really amounts to a bribe by the top execs to keep the big exec $ coming, no matter what. Warren Buffet does it right, when it comes to this. good article. thank you. Reply
  • commenter
    Aug 05 09:46 AM
    Wall Street Breakfast: Must-Know News [view article]
    The may be exiting commodities, but only as a trade. Nothing happens to the need for oil, or gas. And, I think gold is on a holiday and goes to 800 before a recovery to new highs. The downers on demand destruction are just some books talking, shorts, and that will end badly for those who get sucked in. As usual good. Reply
  • commenter
    Jul 28 12:40 PM
    Stocks Covered by The Energy Stock Blog [view article]
    ABP synbol has been changed to AXAS. I tried changing the symbol, but it doesn't recognize the new symbol. I enjoy reading Alpha Stock Alerts. Thank you. Reply
  • commenter
    Jun 21 03:38 PM
    Gas but Not Least - Cramer's Mad Money (6/18/08) [view article]
    Sharksm, this is for you. Cramer is a trader and he does change his mind. He personally made 100 million for himself and many millions for his customers at his hedge fund. When was the last time you accumulated 100 million $ ? Reply