Diamond Offshore Drilling Inc. (DO)
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- Some Stocks to Research for the Market Rebound [view article]
- Nine Months Later: Some Annual Predictions from the Financial Press [view article]
- Offshore Drillers that May Profit from End of Ban [view article]
- EV to EBITDA US Stock Screen [view article]
- Thursday Options Update: MS, STT, LM, NAL, GGP, PLD, KG, DO [view article]
- 8 Stocks to Buy if McCain Wins [view article]
- Things Aren't Good - Fast Money Recap (9/4/08) [view article]
- Latin Lovers - Fast Money Recap (8/21/08) [view article]
- Congress & Alternative Energy: Investment Ideas [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Stocks Covered by The Energy Stock Blog [view article]
- Not Calling Crude Oil Prices a Bubble For Now [view article]
loading ...Recent DO Articles
- Some Stocks to Research for the Market Rebound
- Offshore Drillers that May Profit from End of Ban
- Thursday Options Update: MS, STT, LM, NAL, GGP, PLD, KG, DO
- Nine Months Later: Some Annual Predictions from the Financial Press
- Things Aren't Good - Fast Money Recap (9/4/08)
- 8 Stocks to Buy if McCain Wins
- Latin Lovers - Fast Money Recap (8/21/08)
- Seven High-Priced Stock Values
- Congress & Alternative Energy: Investment Ideas
- Wall Street Breakfast: Must-Know News
- Full List of Articles »
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Some Stocks to Research for the Market Rebound [view article]
I'll take a crack at GS. How can they have a buy out on the solar space, see the solar's take a 60% hit, be involved in the credit crunch responsible for much of the macro mess, and then change to a sell? Doesn't the sell make their previous "recommendation&q... look pretty bad? Aren't they admitting that their previous recommendation was exactly backwards? Why would anyone want to listen to them now? Aren't they supposed to put the macro environment together with the solar specifics and extrapolate into the future? Why is that guy still employed? How wrong to do you have to be before you're out on the curb? Aren't the stocks more compelling now at a 60% haircut than they were before they lost the 60%? And in the mean time, they've had blowout quarters.Seems to me he's got it exactly wrong again. Long term, some of the solars will not make it. As with many high growth young industries, new technologies, new competition and market proclivities will hurt some and benefit others. But the solar space seems promising, and many companies are nearly sold out for '09. Seems also that the demand for solar won't go away unless the right guys admits global warming is a hoax. I'm not looking for that to happen. Reply
Some Stocks to Research for the Market Rebound [view article]
With oil dropping, offshore driling (Drill! Drill! Drill! in Kudlow-speak) will fade from American's memories. Further, which companies seem to be inclined to drill? Companies like XOM and CHV are reducing their exploration and buying back shares.... CHK and similar NatGas plays are already reducing their future contracts. Fuhgedaboudit!Maersk Shipping has recently stated that they expect China to begin importing coal again this next quarter, but cautioned that it won't be on the same scale as the past. This makes sense as there is a global slowdown, steel production is in the toilet and the world is reducing their demand for consumer products. They still do need coal for energy, but it has been noted that they are buying cheap sulphur laden coal on the spot market in areas like Malaysia. (In fact, MIT just performed an independent report stating that Chinese poloution has more to do with the cheap quality of coal they buy and not the state of their power generation plants.) I'm not sure that buying the above listed coal companies would be the right choice... Anyone know any good Malaysian coal companies? At any rate, I'd be more inclined to buy BTU, RTP and BHP, all of which do sell to China... If that's your direction... As to POT and MOS... Mouth-watering prices... But the charts aren't saying anything useful either.. jegan ;-) Reply
Some Stocks to Research for the Market Rebound [view article]
I expect they will get more serious about offshore drilling soon. One of the items that was not included in the bill was state sharingof royalties. I am sure a number of states that are in trouble, such as California might want to reconsider their stance on relatively distant offshore drilling for fiscal reasons. It would be good for the U.S. economy as a whole, but it would specifically be good for the California economy. It would also mean California would have less money going out of its economy to pay for foreign oil. Since California is a huge oil glutton, offshore oil drilling could do a lot to help the California economy. All of the money paid for foreign oil by California drivers is now flowing out of the California economy. At some point Californians will realize they need the money for schools, etc. Then all of the Congress people from California will start to vote for instead of against offshore drilling. Offshore drilling in the U.S. is definitely a developing story, even it Barak Obama gets elected. Any offshore drilling that can be down safely, with relatively little potential harm to the environment needs to be done as soon as possible. We simply cannot afford our current oil trade deficit. The people who think we can have their heads in the sand.I should note that I am also a fervent backer of alternative energies. We need them for the short term and for a longer term solution. But oil problems will not disappear anytime soon. Our economy is too fixed on it at this time. We need to address the issue of what it is costing us. Offshore drilling is one of the most sensible ways of doing this. Of course, if the leases are just sold to foreign oil companies, this will not help us very much. They might employ a few U.S. citizens, but we will still be adding to our trade deficit by buying this oil from them. If we really open up offshore drilling, it should be to help fix the U.S. trade deficit. The leases should go primarily to U.S. companies. There should perhaps even be penalties for selling the leases to foreign companies. Or perhaps there could be tax benefits only accrued if you are a U.S. company. Reply
Some Stocks to Research for the Market Rebound [view article]
there will not be off shore drilling because it doesnt do anything to impact our energy requirements. dems want clean energy. our nations resources will be allocated there. when oil price rises again republicans will try to blame the dems for not drilling. the stage has been set for the next election in 2012. i own ldk and csiq, solar is a stong investment at current prices. ReplySome Stocks to Research for the Market Rebound [view article]
..."Further the promise of more offshore drilling in the U.S. in the near future seems very real these days"...Sorry, not true. The Dems put so many restrictions in the bill it won't happen, and they will reverse themselves and put off shore off limits again after the elections. Reply
Nine Months Later: Some Annual Predictions from the Financial Press [view article]
Root Problem: FRE & FNM used up to 100x leverage, AIG & LEH used up to 30X leverage; and that's after the banks used up to 10X Leverage on financial debt. This has to be stopped. The root problem going back to 1912 has to be fixed.WWW.GrandfatherReport....
Richard Fuld, CEO of LEH, admitted to 30x leverage contributing to the problem.
Now I read on seekingalpha.com about FRE and FNM doing 100:01 leverage on their debt insurance.
Most investment banks were leveraged by a ratio of 30 to 1, and they were dealing with billions of dollars instead of thousands. Government sponsored mortgage giants Freddie (FRE) and Fannie were using leverage closer to 100 to 1, because of their supposedly stricter lending standards and implicit government backing.
seekingalpha.com/artic...
How can "we the people" know the root cause is being "fixed" if we don't know about the root cause. Most of the news is telling us the root cause is a lack of confidence about all those mortgages being paid as agreed.
And are we sure we understand what happens when 100:01 leverage is applied after the fractional banking reserve requirement is applied? Maybe if this subject needs a spotlight to get people's attention. Then maybe the "lack of confidence" could be better understood.
GrandfatherReport.Us Reply
Nine Months Later: Some Annual Predictions from the Financial Press [view article]
Root Problem: FRE & FNM used up to 100x leverage, AIG & LEH used up to 30X leverage; and that's after the banks used up to 10X Leverage on financial debt. This has to be stopped. The root problem going back to 1912 has to be fixed.WWW.GrandfatherReport....
Richard Fuld, CEO of LEH, admitted to 30x leverage contributing to the problem.
Now I read on seekingalpha.com about FRE and FNM doing 100:01 leverage on their debt insurance.
Most investment banks were leveraged by a ratio of 30 to 1, and they were dealing with billions of dollars instead of thousands. Government sponsored mortgage giants Freddie (FRE) and Fannie were using leverage closer to 100 to 1, because of their supposedly stricter lending standards and implicit government backing.
seekingalpha.com/artic...
How can "we the people" know the root cause is being "fixed" if we don't know about the root cause. Most of the news is telling us the root cause is a lack of confidence about all those mortgages being paid as agreed.
And are we sure we understand what happens when 100:01 leverage is applied after the fractional banking reserve requirement is applied? Maybe if this subject needs a spotlight to get people's attention. Then maybe the "lack of confidence" could be better understood.
GrandfatherReport.Us Reply
Nine Months Later: Some Annual Predictions from the Financial Press [view article]
Richard Fuld, CEO of LEH, admitted to 30x leverage contributing to the problem.Now I read on seekingalpha.com about FRE and FNM doing 100:01 leverage on their debt insurance.
Most investment banks were leveraged by a ratio of 30 to 1, and they were dealing with billions of dollars instead of thousands. Government sponsored mortgage giants Freddie (FRE) and Fannie were using leverage closer to 100 to 1, because of their supposedly stricter lending standards and implicit government backing.
seekingalpha.com/artic...
How can "we the people" know the root cause is being "fixed" if we don't know about the root cause. Most of the news is telling us the root cause is a lack of confidence about all those mortgages being paid as agreed.
And are we sure we understand what happens when 100:01 leverage is applied after the fractional banking reserve requirement is applied? Maybe if this subject needs a spotlight to get people's attention. Then maybe the "lack of confidence" could be better understood.
GrandfatherReport.Us
On Sep 17 01:17 PM kmca1989 wrote:
> yep - i'm getting spanked - having only invested @ august 1, i've
> still managed to catch up w/ the rest of the market's hideous downturn
> by being overly optimistic (and overweight) concerning financials. Reply
Offshore Drillers that May Profit from End of Ban [view article]
Although many Drillings Companies have longterm contracts for their rigs, it is the Oil Company that has contracted the rigs that determines WHERE they drill. i.e. Shell, XOM, ADC etc tells the rig where to drill. Drilling off the Coast of FLA or CA is not that far off. China is already drilling 80 miles off the coast of FLA now. It's in international waters so there is nothing to stop them. Replylegs
Offshore Drillers that May Profit from End of Ban [view article]
Bassmaster,Bassmaster, I bet thinking hurts your brain. Really? Only two days of hot weather in shittown, Ohio (I live in Columbus) and you are an expert on atmospheric science and climate change? Wow. I bet in your spare time you could become a doctor by watching discovery health.
Humor me for a minute and hear me out though. Set aside the belief of whether global warming exists or does not. It is just plain dumb to analyze a problem by looking at an incredibly narrow and obscure fact such as the number of 90 degree days in Ohio, let alone the US. By that same stunning analysis, clinical trials where two patients out of a thousand who respond positively to a placebo must mean that the placebo (sugar) helped them overcome a disease. But, in defense of global warming, in July Iceland recorded the hottest temperature ever seen since 1870. The last record was set in 2004. So based on my conclusions from Iceland's two hottest days in over 130 years, global warming must be occurring. Bet you would argue with me because Ohio did not see a very hot summer. I'm tired of people who took a biology 101 class in college who try to dismiss a global climate analysis on whether or not they had to turn their a/c up or down last summer. If your doctor said you had the beginning of small pox because based on the single fact that you had one small red dot on your arm, you would switch doctors because your current doctor is an idiot. Let smart people do their jobs and listen to them because they are, in fact, probably smarter than you. Also, what is the worst thing that happens if we invest heavily in alternative fuels over the next few years? We end up with a country with lower pollution, new jobs, and energy independence?
I almost forgot about your little "we are a big country not Holland that can get away with this" We only have approximately 270 times the land size of Holland. That means more area for which the sun hits (Arizona and the southwest have vacant land and a very high concentration of solar radiation) more land to grow switchgrass (corn is inefficient at best for biofuels) and lets not forget an abundance of wind out west.
But you're right, a tiny little country like Holland can work towards energy independence. But big 'ol, cumbersome USA should just lumber around and do what we have been doing because "doing things so hard" so why even try? After all with our booming economy, i'm sure 5-10 dollar gasoline should not be a problem. It wasn't for Europe...oh wait, they had riots and people were killed. So why try?
I am tired of shitty, ignorant arguments like yours that enough (read: more than 1) people hear and latch on to because they want to believe they are smarter than they are. So instead of listening to people that have spent decades at University learning and their profession, they make a quick, irrational argument as to why they believe the opposite. After all, that will show those phd elitists who knows what about things. Just because someone graduates from Idaho University with a communications degree, does not make them any less thinky than a person with a phd from Standford. Good call.
So crack open a bottle of bud light Captain Smarty Pants because if you believe that, then you don't have to worry about killing any more brain cells.
On Sep 27 11:30 PM bassmaster17 wrote:
> Hippie liberal environmentalists, where's the global warming, I don't
> see it..We had two 90 degree days in Ohio this year!!! Watch out...develope
> clean coal tech with subsidies all these other wind solar etc. are
> pipedreams...this is the US, not a small condensed nation like Holland
> that can actually get away with this. Reply
Nine Months Later: Some Annual Predictions from the Financial Press [view article]
Please just remember that if you are going long that you are truly gambling if you don't have your exit strategy in place from the start. And make sure its adjusting to the market as it needs to. Don't rely on a lame trailing stop which is not at all reflective of that stock's behavior and market conditions. ReplyEV to EBITDA US Stock Screen [view article]
Mikegavone:None of which I am aware. The research was done internally. Reply
EV to EBITDA US Stock Screen [view article]
What website would provide an EV/EBITDA stock screen? ReplyOffshore Drillers that May Profit from End of Ban [view article]
Hippie liberal environmentalists, where's the global warming, I don't see it..We had two 90 degree days in Ohio this year!!! Watch out...develope clean coal tech with subsidies all these other wind solar etc. are pipedreams...this is the US, not a small condensed nation like Holland that can actually get away with this. ReplyOffshore Drillers that May Profit from End of Ban [view article]
Money,I'm not trying to pick a fight. I'd like to see a magic energy bullet as much as the next guy. The technology's just not there yet. And dreaming we can get there by artificially making gasoline super expensive won't work either. We'll go broke first!
But we're making progress. The Congress is voting to extend alternative energy tax credits right now, although I understand they're leaving clean coal technology out, which is a major mistake. (That's yet another example of the problem with involving the politicians in the first place!)
And the real "bridge" to our energy future isn't oil at all, that's just a stopgap. It's what Boone Pickens is saying, wind to replace NG on our electric grid and NGV's through our kid's lifetimes. (The EPA says they're as clean as electric cars, incidentally.)
But if we don't get off our butts and do a bunch of nuclear reactors to expand our electric capacity, mass use of EV's will cause brownouts. In fact, we're headed toward brownouts without them.
Reply