Anadarko Petroleum Corp. (APC)

All Comments on APC

  • commenter
    Francorp
    Aug 29 09:13 AM
    My Website
    The List - Cramer's Stop Trading! (8/26/08) [view article]
    I agree with the comment on Cramer. I am a big fan of XTO. Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Aug 29 08:28 AM
    Wall Street Breakfast: Must-Know News [view article]
    Hi folks. An update: Rachael came on board with SA recently and is helping out with some of the duties, including filling in with the WSB when I'm out. This week was a training-in period for her. I think you'll agree her writing is superb, and she's a great addition to the team - not to speak of the mug shot 'upgrade.'

    Which reminds me: We're looking to hire a full-time, detail-oriented U.S.-based market follower with superb writing and blogging skills - mainly to help with our new Market Currents real-time blog. If you're interested, or can think of anyone, send me an email at eli [at] seekingalpha [dot] com.     Reply
  • commenter
    Francorp
    Aug 28 10:07 PM
    My Website
    Takeover Climate in Oil and Gas [view article]
    XTO is a strong buy right now. Reply
  • commenter
    Mmarrkk
    Aug 28 09:54 AM
    Takeover Climate in Oil and Gas [view article]
    Have you ever listened to a conference call where the so-called expert analysts give the CEO's huge amounts of grief about acquisitions? COP was villified by these analysts for their acquisition of Burlington, a move that now appears to be a huge winner. And every quarter thereafter, one of the "smart" young guns asks a question with a clear tone of "You aren't thinking about another big acquisition, are you??" as if to say we've got our finger on the trigger, baby, so just try one!!

    Unfortunately, that will really slow down the M&A market overall for the big guys. And they may be the only ones with the money to do these sized deals. But you are spot on...these are great companies and with their recent declines in price, selling at attractive values.     Reply
  • commenter
    Bobco23
    Aug 28 09:17 AM
    Takeover Climate in Oil and Gas [view article]
    It is surprising the M&A activity has not yet begun. Watching BP get "thrown around like a rag doll" (Jeff Imelt, GE CEO) by Russia; XOM, CVX, and COP operations getting nationalized by Chavez; Nigeria's ethnic/religious/polit... unrest; and the standard middle east fare, one would think "safe" resources would be on the major's "buy now" shopping list. The next tier companies with comparatively "safe" resources would be the obvious targets: APC,APA, CNQ, and maybe OXY, MRO, HES. Any other targets? Reply
  • commenter
    redbaron
    Aug 28 09:12 AM
    Takeover Climate in Oil and Gas [view article]
    Kurt Wulff is the best analyst in this sector. Listen to him carefully. I have been investing using his advice for several years, and it has been very rewarding. Thank you Mr. Wulff. Reply
  • commenter
    Mayitoval
    Aug 28 08:00 AM
    Wall Street Breakfast: Must-Know News [view article]
    Let Eli write, but keep Rachel's picture. Reply
  • commenter
    TAMR666
    Aug 28 05:34 AM
    The List - Cramer's Stop Trading! (8/26/08) [view article]
    I must say Dr. Norman is dead on, HAL however I believe is a buy. Reply
  • commenter
    consumerguy
    Aug 27 05:41 PM
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    Keep in mind that many hedgies have "boxed" positions, meaning that reading the reported filings can send copycats in the wrong direction entirely. Take a position like BARE, NTRI or CROX. Most hedgies have been short these names - openly so in some cases. Just because Blue Ridge shows a long position in BARE doesn't mean it is net long. It could have an equal or larger short position in BARE. Sounds silly to many retail investors to be simultaneously long and short the same stock. Here's some reasons why to box a position: 1) show a long position; get better access to management, though you're really only researching a short. 2) getting stock borrow can be difficult for big short positions in heavily shorted names. Let's say you're short BARE and it plummets in value. You think it may rise again (to where you'd short it again) before going to even lower levels. You buy BARE long after the first decline while maintaining your short position (not "covering," but mathematically pretty similar, with the "carry" being the differentiator). When the stock rises again, you sell your long shares, effectively re-opening your short position. Back the old days of the Uptick Rule for shorting (only short sell on an uptick to avoid freefalls), this strategy also allowed hedgies to short by selling the long shares (no uptick rule) instead of struggling to short in a declining tape.
    I think the holdings still can give you a feel for what firms like Blue Ridge are involved in, but don't bet the filings are telling you in which direction they're betting.     Reply
  • commenter
    whenmusicsto
    ps
    Aug 27 01:33 PM
    The List - Cramer's Stop Trading! (8/26/08) [view article]
    Thanks.

    J. Michaels, P.I.     Reply
  • commenter
    Norman
    Lepoff, M.D.
    Aug 27 11:18 AM
    The List - Cramer's Stop Trading! (8/26/08) [view article]
    If you want to lose a lot of money, listen to Cramer. Reply
  • commenter
    secmaven
    Aug 26 12:43 PM
    Wall Street Breakfast: Must-Know News [view article]
    Home prices in July were down 7.1% over the previous year? In Orange County CA the prices are down 25%. I don't Case Shiller would back up the 7.1% decline. Something is wrong here. Bring back Eli. Reply
  • commenter
    wsigler
    Aug 26 12:06 PM
    Wall Street Breakfast: Must-Know News [view article]
    Eli fan club???!!! I've got news for you....SA isn't aimed at groupies fawning over any particular writer. We're just looking for solid, well-rsearched info. Why don't you spill your love affair over to someone else...Jessica Simpson sounds about like your speed....

    Wayne     Reply
  • commenter
    wallyjm
    Aug 26 11:59 AM
    Wall Street Breakfast: Must-Know News [view article]
    beauty rules! Reply
  • commenter
    Right in
    San
    Francisco
    Aug 26 11:39 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    No offense intended to Ms Granby, but this is the Eli fan club. For many of us, he is the best reporter of financial information that we have found in years of reading.
    On the housing front, the "months' supply" declined in July, and Freddie Mac is able to borrow money. Plus, the number and magnitude of bank failures is modest by the standard of past recessions. We may not have reached the bottom yet in terms of home prices or credit availability (spreads are still very high), but it would seem that the risk of another big step down is fast receding. Plus, the dollar is up; oil seems to have found its range.
    Reply
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