Seeking Alpha

Energy Select Sector SPDR (XLE)

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Comments on XLE

  • Energy Sector and the Price of Success [View article]
    Nice write-up Shiv. Via a more in-depth write-up, you've come to essentially the same conclusion I did... More »
    Comment by OilFinder
    Dec 14 21:24 pm |
    Rating: 0 0
  • Energy Sector and the Price of Success [View article]
    Where the oil come matters because at least you have it. But if Hormuz is cut, oil prices will rise and that hurts all buyers... More »
    Comment by Shiv Kapoor
    Dec 14 20:59 pm |
    Rating: 0 0
  • Energy Sector and the Price of Success [View article]
    Speaking of Straight of Hormuz, the latest data shows that US gets only ~7-8% of its oil from the Persian Gulf, while China gets at... More »
    Comment by dividend_growth
    Dec 14 20:34 pm |
    Rating: 0 0
  • Energy Stocks Stumbling [View article]
    Mr Miller, you sure are hyping CHK a lot and with the exact same message. That sounds a lot like attempted infulence to me. Hey what... More »
    Comment by Gravity404
    Dec 14 16:58 pm |
    Rating: +1 0
  • Energy Sector and the Price of Success [View article]
    yqaz Wow! Talk about instant results! It was only last Thursday that I recommended to readers a buy in XTO Energy at $40.50 (click here... More »
    Comment by Mad Hedge Fund Trader
    Dec 14 11:51 am |
    Rating: 0 -2
  • Energy Sector and the Price of Success [View article]
    Shiv, That clears up where you are coming from nicely. Thanks. I am more hopeful now then I was a couple of months back, when I thought... More »
    Comment by Davewmart
    Dec 14 11:45 am |
    Rating: 0 0
  • Energy Sector and the Price of Success [View article]
    I think I may be missing your point. But between 1990 and 2006, production increased at an annualized rate of 1.4%. It then fell to 1%... More »
    Comment by Shiv Kapoor
    Dec 14 10:56 am |
    Rating: +1 0
  • Energy Sector and the Price of Success [View article]
    The 2015 is not a spike, but a discontinuity, as the exploitation rate suddenly gets fed up with it's old rate and climbs, and remains... More »
    Comment by Davewmart
    Dec 14 10:28 am |
    Rating: 0 0
  • Energy Sector and the Price of Success [View article]
    I don't think there is a great deal of tweaking. 2015 shows a spike because of Qatar (.5), Saudi (.9), West Africa (mainly Eq Guinea -... More »
    Comment by Shiv Kapoor
    Dec 14 10:16 am |
    Rating: +1 0
  • Energy Stocks Stumbling [View article]
    Coach Miller, Wow, does XOM know something we don't? You say CHK and I say DVN and they go with XTO!!?? XOM could have acquired... More »
    Comment by Gravity404
    Dec 14 09:54 am |
    Rating: +3 0
  • Energy Sector and the Price of Success [View article]
    Thanks fort clarifying how your data compares to the IEA forecasts, Shiv - I think that is very informative to help get what you are... More »
    Comment by Davewmart
    Dec 14 09:54 am |
    Rating: 0 0
  • Energy Sector and the Price of Success [View article]
    This is a genuinely valuable article, even though I disagree with certain things. The comment by Shiv Kapoor is also valuable, and I... More »
    Comment by Ferdinand E. Banks
    Dec 14 09:51 am |
    Rating: +1 0
  • Energy Sector and the Price of Success [View article]
    IEA outlook for 2009 sees Mexico declining from 2.7m bpd in 2010 to 2.3 m bpd by 2030; roughly 0.4 m bpd - pretty much in line with my... More »
    Comment by Shiv Kapoor
    Dec 14 09:25 am |
    Rating: +1 0
  • Energy Sector and the Price of Success [View article]
    Shiv, You also seem to see rises elsewhere, and fairly modest declines in places like Mexico. Lay off them Marlboro, cowboy! ;-)
    Comment by Davewmart
    Dec 14 09:12 am |
    Rating: 0 0
  • Energy Sector and the Price of Success [View article]
    IEA is light at 105 mbpd if there is success in Iraq - that is the whole point of this post. If Iraq comes in with 11 m bpd, IEA... More »
    Comment by Shiv Kapoor
    Dec 14 09:01 am |
    Rating: +1 0