Total SA (TOT)

All Comments on TOT

  • commenter
    notsosmart
    Aug 01 09:23 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    natural gas is energy.these short term fluctuations ar meaningless. a real cold northern winter & all changes. Reply
  • commenter
    David White
    Aug 01 09:15 AM
    Wall Street Breakfast: Must-Know News [view article]
    If you think the natural gas market may go lower temporarily with the weak economy, CHK's hedging of its natural gas sales prices should make you feel better. This basically guarantees that CHK will get a good price for their gas. It doesn't look like short term falling gas prices should have much effect on CHK's near term earnings. Reply
  • commenter
    David White
    Aug 01 08:54 AM
    Wall Street Breakfast: Must-Know News [view article]
    UBS re-iterated its buy rating on CHK, but it lowered its FY earnings estimates (now $9.65 vs. previously expected $10.45). UBS also lowered its price target from $90 to $86. Still the price of the stock is still below $50 as I write. It still looks like a great bargain, if you don't expect natural gas price to go through the floor soon. Current predictions are that they will not. If you look at how much money CHK could have made in Q2, you should really be encouraged. Even if CHK has hedged a ways in advance, they will eventuatlly benefit from higher natural gas prices, if those prices stay high. Reply
  • commenter
    David White
    Aug 01 08:27 AM
    Wall Street Breakfast: Must-Know News [view article]
    My reading of the CHK result seems to tell me that the company did not actually lose money. In fact it beat estimates slightly. I think I understand the accounting jargon to mean they took an accounting loss based on the market value of the gas they sold compared to the hedged value. Apparently CHK has hedged around $8.90 for Q3. I think in Q2 CHK lost the difference in the price they got for their gas and the then current market value of the gas (or the value of the part of the reserves they were selling). If I am readin everything correctly CHK did not actually lose any money at all. Their hedging on the gas prices simply caused them not to make as much money as they would have if they hadn't hedged. If prices had gone down instead of up, CHK would have looked brilliant. I don't think many people are looking brilliant right now. CHK still looks like a great stock. It will likely now fluctuate with the price of oil and gas (at least for the near term). Reply
  • commenter
    ajhough
    Aug 01 08:14 AM
    Wall Street Breakfast: Must-Know News [view article]
    The market is going down but I don't know when and how much. One can buy pretty good 'blue chip" stocks with PE's below the historical market average. However, most will hold on to cash to see what the market will look like in the next years. Reply
  • commenter
    David White
    Aug 01 08:07 AM
    Wall Street Breakfast: Must-Know News [view article]
    Looks like very bad news for GM. This should point out to our lawmakers in Congress just how important it is for the US to increase production of oil and decrease use of oil. We are losing carmaker share because we as a nation have ignored oil costs far too long. GM needs to almost completely retool for the new millenium cars and trucks it will need to stay in business.

    The market pretty clearly wants to go down today. No doubt it will do exactly this if the payrolls number is bad. If the payrolls number is good, the entire market may turn the other way. This will include oil and commodities also, as a good payrolls number will indicate a healthier than expected US economy. Oil/gas, financials, and fertilizer stocks stand to be the most swayed by this result. I am hoping for a good result. Ditto from the ISM. We can only wait and see.     Reply
  • commenter
    User 218405
    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
    guliamo
    Jul 13 06:02 AM
    My Website
    Some Energy Stocks Burn Brighter Than Others [view article]
    TEHRAN (AFP) -- Iran's oil minister confirmed on Saturday that the French energy giant Total SA (12027.FR) was out of a multi-billion dollar gas investment in the Islamic republic, the state broadcaster reported.
    "Total's recent move in withdrawal from phase 11 of the South Pars is a completely political move and not a commercial one," Nozari said.

    The French firm's chief Christophe de Margerie said in an interview published Thursday that it was too politically risky to invest in Iran at present.

    Western governments have pressured firms to cut their ties with Iran over the country's controversial nuclear program that world powers fear could be aimed at seeking atomic weapons.

    If a giant like Total fina is pulling out of Iran, they must be under great political pressure to do so - gas will keep going up!     Reply
  • commenter
    10Q
    Detective
    Jul 02 11:33 PM
    My Website
    Some Energy Stocks Burn Brighter Than Others [view article]
    Marc:
    Although I agree with the tone of your article, do not know if I agree that any big oil plays w. international exposure are LT buys. Believe BP struggle with 50-50 TNK-BP venture in Russia highlights dangers of nationalization policies throughout the world, which exposes Exxon & its int'l sisters to reserve replacement risks, too.

    industry.bnet.com/ener.../

    My Best,

    David J Phillips - Editor, 10qdetective.blogspot....
    Contributing Energy Analyst
    CNET/BNET
    Reply
  • commenter
    fxtrader07
    Jul 02 08:24 AM
    Some Energy Stocks Burn Brighter Than Others [view article]
    one interesting article - and out of the five comments potsed so far three just spam by promoting either their websites or certain unrelated stocks.
    wtf     Reply
  • commenter
    blink0404
    Jun 30 12:30 PM
    Some Energy Stocks Burn Brighter Than Others [view article]
    Energy stocks that burn bright?
    Check out BTU, CNX, and NBR-- all are getting returns of approx.17-19% right now in a down market.
    Here's an article with more information, analysis, and prediction for future trends: www.greenfaucet.com/tr...     Reply
  • commenter
    Imoilman
    Jun 27 08:50 PM
    Some Energy Stocks Burn Brighter Than Others [view article]
    Very interesting: I like a nunber of your list of 25 including PE,PBR,XOM, and CVX. Reply
  • commenter
    Zooey
    Jun 27 12:29 PM
    Some Energy Stocks Burn Brighter Than Others [view article]
    Looks very unlikely in the market I foresee, but interesting. Thanks. Reply
  • commenter
    Stockaccumul
    ator
    Jun 27 11:24 AM
    Some Energy Stocks Burn Brighter Than Others [view article]
    A far better play today is to just buy SOL (Renesola) With an 8 forward PE, SOL is a bargain, and far better investment than ESLR... today is the last day you will see SOL at today's prices... Here is what Zacks just announced today about amazing SOL:As of this report, SOL trades at only 14.2x our current-year
    2008 EPS estimate and only 8.8x our forward 2009 EPS estimate, or at the lower-end of the range of the
    alternative energy industry. Likewise, SOL trades in the lower-end of a wide price-to-cashflow range for
    its industry, although it also trades in the upper-end of a similarly wide price-to-sales range. Accordingly,
    with a bullish outlook, predominantly discount valuation metrics, and above industry average long-term
    EPS growth expectations, we initiate coverage of on SOL with a BUY recommendation and a six-month
    target price of $24.25, representing 27.2% upside potential.     Reply
  • commenter
    berberick
    Jun 24 08:01 PM
    Some Big Oil Getting Bigger and Better [view article]
    I like the fact that BP is expanding it's biz. into solar , ethanol , wind , chemicals . Reply
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