PetroChina Co. Ltd. (PTR)

All Comments on PTR

  • commenter
    User 239762
    Aug 07 10:46 AM
    Houston to Obama: Smell the Oil [view article]
    what would you expect obama is a boob, the only ones he will help is foreign companies period american oil cos. do not set the oil price where the dems ready to help them when oil was 12$ a barrel,of course not. they are against capitalism.the oil cos. have some the smalest margins in business but they are easy marks when prices are high the dems want to destroy business in this country. Reply
  • commenter
    bmescovedo
    Aug 07 10:34 AM
    Houston to Obama: Smell the Oil [view article]
    So if you tax RIG you are actually taxing oil companies. Every single penny of RIG's revenue comes from oil companies. How about this...let's provide tax incentives for start-ups to build new rigs so it will drive down the day rate and oil will suddenly be cheaper to drill for and, as a result, more plentiful. It's called a long term energy policy and it's what both democrats and republicans have been ignoring for way too long. Reply
  • commenter
    Socialism
    cannot
    compete!
    Aug 06 04:32 PM
    Stagflation and Peak Oil: How Related Are They? (Part II) [view article]
    I've got a better one: given the lack or morals and restraint shown by a population that has a very much decreasing level of self-restraint, coupled with inflation and economic downturn...crime is going up. You think it's bad now?? Just wait until we have $200/barrel oil and $5 per loaf of bread. I'm investing in SWHC & RGR - we're all gonna need some protection!! Reply
  • commenter
    TehStone
    Aug 04 07:09 PM
    Five Key Chinese Energy Sector ADRs [view article]
    great article Reply
  • commenter
    Umm, yeah
    Aug 01 04:42 PM
    Stagflation and Peak Oil: How Related Are They? (Part II) [view article]
    Larry - I thought that the basic correlations are:

    Wages and Inflation correlate. Also, wages and home prices correlate. Therefore, your statement about Inflation and Home Prices correlating makes sense at first glance.

    However, in the most recent housing bubble, home prices far outgained wages due to much easier obtained credit. And we are in the process of home prices deflating back towards wages.

    So the Inflation we've been experiencing, mostly from high commodity increases, has not seen a corresponding increase in wages, and furthermore, there has been a deflationary effect in housing. I question whether it makes sense to put down a highly leveraged 'bet' on real estate or not.     Reply
  • commenter
    Jmar11
    Aug 01 03:20 PM
    Stagflation and Peak Oil: How Related Are They? (Part II) [view article]
    Wow guys. Great article and great discussion. Larry- I like Oil Producers, especially DVN too. I did some research on them and though they went down a lot in July, DVN is close to a bottom and represents a buying opportunty. Here's a pretty good analysis of nat gas producers: www.greenfaucet.com/tr....
    The other recommends SWN, RRC, NFX, and HK so that opens up a few more opportunities for people looking to follow that route.     Reply
  • commenter
    LoveShorting
    Jul 31 05:12 PM
    Five Key Chinese Energy Sector ADRs [view article]
    I usually get annoyed at submissions of this length but by God, yours was worth every word. Like one of those expensive research reports but without the cost. Thank you. Reply
  • commenter
    oilsands
    Jul 31 10:47 AM
    Five Key Chinese Energy Sector ADRs [view article]
    Good article.
    Thanks,     Reply
  • commenter
    max petrisek
    Jul 31 08:45 AM
    Five Key Chinese Energy Sector ADRs [view article]
    look at CNEH which sells 100% of its oil to PTR at market price on 1st of each month. It has outstanding fundamentals & outlook. Reply
  • commenter
    knowhere
    Jul 30 12:57 AM
    China ADRs: Severe Loss in June [view article]

    Thanks for the good Richard.
    [URL="healthproductsreview.n...;]health products[/URL]
     Reply
  • commenter
    Larry
    Bellehumeur
    Jul 29 08:55 PM
    Stagflation and Peak Oil: How Related Are They? (Part II) [view article]
    Skeedaddy -- Point well taken on ag stocks. I probably left them out since I was dumb enough to dump Potash after doubling my money at $120. Probably too painful for me to dig up!!


     Reply
  • commenter
    Ben
    Holdsworth
    Jul 29 01:59 AM
    Outlook for Chinese and Hong Kong ADRs [view article]
    Helpful summary Tom,

    Some would argue that Chinese domestic spending will follow the course of export revenues, and layoffs at Chinese exporters and manufacturing may trigger that. On the other hand, the Chinese exporters may become importers, or manufacturers for the domestic market or seek new international markets for goods...

    While long some Chinese ADR's, my investment interest is Chinese small caps that make most of their earnings in the Chinese domestic market that are basic materials or consumer staples and will experience strong growth. Companies such as FEED, CAGC, SDTH, CDS, and NOEC fall into my area of interest.

    BTW, is it possible on the table that LDK and TSL should fall into Industrials vs. IT?

    Look forward to your next article.     Reply
  • commenter
    skeedaddy1
    Jul 29 12:38 AM
    Stagflation and Peak Oil: How Related Are They? (Part II) [view article]
    Larry you didn't make one mention of anything agricultural related; not seed producers, fertilizer producers or anything of the sort. Does not the need to feed the people come into play at all during times like this? I think you left out an important element, meanwhile you tout Intel and Coke who can pass on the price increase. I enjoyed the article, but think you spelled out the obvious. Reply
  • commenter
    oiler1930
    Jul 29 12:22 AM
    Stagflation and Peak Oil: How Related Are They? (Part II) [view article]
    The article and comments address some of my own worries. Not mentioned above is finding a shelter for liquid funds when banks are hosting the vultures they let loose with excessive lending, too low capitalization, and making excessive loans to poor risks. I have set up an account with Treasury Direct Investment (go to Treasury.us and select TDI). I am currently pushing money in excess of FDIC limits of $100,000 into T-bills, and building up a rolling inventory of same, so there will be weekly rollovers. This does not give any long term rates, more like 2%, but for safe parking, it works; also, there are no fees imposed at this time, no brokers etc.

    In addition to the two plays for oil, futures and equity ownership, there is a third, to buy your own leases or to invest with honest operators, who may still be in the majority. There are almost as many scams in the oil mining sector (it really is a mining activity) as there are in gold mining. I live in the Illinois basin, and raise 3/1,000,000ths of the daily refinery input nationally. It is a lot of fun when you learn the business; it has taken me 15+ years to get here.

    I think that the housing uproar has a long way to go before prices, in real terms, rise. Suburbanization has made major commuters of most of us; in the 1930's, factory hands lived close to their work, and walked it both ways. In my time, I have car-pooled to work, and did not feel the need to be able to come and go as I pleased. When I rode a bus to work, I would wait in the morning and calculate the percentage of cars passing with more than one head showing; scores were one to three people.

    Ownership of gold is attractive now, as it was in the 1920's; acquiring bullion is a nice idea, but about 1934, Americans were required to surrender all their gold, while for silver, that went out the same way around 1965. As compensation, we were allowed to own gold and silver as bullion or as coins.

    What are the chances of confiscation again?

    The thermodynamic comments were of interest. A variation on the three laws, 1) You can't win; 2) you can't break even; and 3) you can't get out of the game. When applied to wind and solar energy, both are ephemeral; solar weakens substantially at sunset, and weakens under dense cloud cover, requiring rechargeable batteries, while wind does not blow steadily. I have priced both sources, and currently cannot justify investing in either for the production of power at currently prevailing prices for electricity.     Reply
  • commenter
    Larry
    Bellehumeur
    Jul 28 02:46 PM
    Stagflation and Peak Oil: How Related Are They? (Part II) [view article]
    Forgot to add....

    One risky, but with good upside, way to play Alternative Energy is Hanwei Energy (HE - Toronto). They have great exposure to both current fuel sources (material/piping used in Pipelines) and future sources (Wind Turbines and others). They also are a safe way to play Asia/Russia, as they do all of their work in those areas, but follow Canadian Accounting practices.

    As a disclosure, this is about 12% of my portfolio now. Risky, but I think this one could be a 2-3 bagger in a couple of years from here.     Reply
Loading...
Symbols:
Authors:
Quick Links: