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goblue5876

goblue5876
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  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade [View article]
    You are way late to the game if you are using a 2008 chart. The world of oil is very different from then.
    Nov 19 12:30 PM | Likes Like |Link to Comment
  • Continental Resources' Harold Hamm - Not The First Billionaire Energy CEO To Boldly Remove His Hedges [View article]
    Nat gas is highly dependent on the weather; oil is not. Oil usage is much more predictable and has more global markets than nat gas.

    Plus no-one talks about cumulative world-wide decline of oil wells + the increase in usage. My guess is 5% decline in production of wells + 1% increase in usage, so 5-6% MORE must be brought forth every year. That seems a lot to me!
    Nov 14 02:04 PM | 1 Like Like |Link to Comment
  • When Oil Prices Dip, Unexpected Winners Emerge [View article]
    A fine article. Very few analysts say what the average depletion rate is for oil wells. I read 5% and the great Jim Rogers says 6%. Maybe the excellent Mr. Koesterich will tell us in his next article. Thank you for your work Mr. K.
    Nov 11 01:09 PM | Likes Like |Link to Comment
  • Drilling Into Transocean Partners LLC And Seadrill Partners LLC [View article]
    This article is too complicated for me other than learning that the fools running BHP Billiton bought into oil / gas properties at a very high price -- and now oil / gas is crashing. Who gives these "leaders" their jobs and allows them to stay there? BHP bosses should be run out of town.
    Nov 11 12:57 PM | Likes Like |Link to Comment
  • Why Freeport-McMoRan Is A Great Buying Opportunity [View article]
    I agree! Companies are divesting non-core businesses and yet FCX buys an oil company (or properties) only to see oil prices crash! These FCX men now have to focus on mining and oil instead of just the minerals business. I'll pass until management is run out of town, thank you.
    Nov 5 12:02 PM | Likes Like |Link to Comment
  • Will The Renewable-Energy Boom Go Bust? [View article]
    Solar companies perpetuate the biggest fraud in Arizona history. Gullible Arizona voters endorsed a "renewable" mandate -- which is simply a huge subsidy for homeowners and businesses (many of them in Scottsdale mansions) paid by non-homeowners.

    Ungodly amounts of steel and rare-earths are needed for these monsters but the power company is still building a $500 nat gas turbine in Tempe -- so the "renewable" $ is wasted -- especially during cold dark mornings in winter. F U solar frauds.
    Oct 27 12:27 PM | 1 Like Like |Link to Comment
  • Doubling Down On Inflation [View article]
    Nobody expected inflation in the 1970s either.
    Sep 30 01:27 PM | 2 Likes Like |Link to Comment
  • Crescent Point Energy Has It All: Quality, Growth And Income [View article]
    The dividend is monthly (did you write that?) and you get hit with the absurd (come on Canada!) 15% dividend tax -- which you can recover if you pay federal US taxes. This is a great company which is also traded on the NYSE -- although the volume is about 1/10 those traded in Toronto. CPG people told me you can sell its stock on the NYSE even if you bought it in Toronto (which charges me more). With the US dollar strong, these Canadian companies are even cheaper.
    Sep 29 12:47 PM | 2 Likes Like |Link to Comment
  • A Global Growth Slowdown? [View article]
    L & H Industrial is an American company which makes big parts like draglines and other mining equipment. They are more than doubling the size of the division in Tempe, Arizona, USA. I would post a picture here if I could of their plant expansion. That tells me a lot more mining will occur.
    Sep 15 01:17 AM | Likes Like |Link to Comment
  • Linn Energy: Get Ready For Another Hedgeye Short Attack [View article]
    Four months on and it has not happened. You should never post again, sir.
    Sep 3 01:52 AM | 3 Likes Like |Link to Comment
  • SeaDrill: A Great Buying Opportunity In A High-Yielding Stock [View article]
    Buffet chooses companies with so-called economic moats. These companies have none.
    Sep 3 12:55 AM | 1 Like Like |Link to Comment
  • SeaDrill: A Great Buying Opportunity In A High-Yielding Stock [View article]
    I'll add prosafe.com, which I own. This is how good $ is made: buy good companies when the analysts hate them.
    Sep 2 11:59 PM | Likes Like |Link to Comment
  • What Middle East Tensions Mean For Oil Prices And Equity Portfolios [View article]
    RK is the best: very high knowledge and concise.
    Aug 15 02:53 PM | 1 Like Like |Link to Comment
  • Why Buy Caterpillar In A Market Downturn? [View article]
    "The Caterpillar Way" is a book written by Bouchard & Koch last fall. They call CAT the best company in the world to own long-term. I own CAT but if I did not I would put in 1/3 of my position today and buy 1/3 more every time it went down 5% more.
    Aug 8 01:13 PM | Likes Like |Link to Comment
  • Is It Time To Prepare For Inflation? [View article]
    Energy pipelines' (MLPs, LPs) earnings and stock prices have not been tested by high inflation like the 1970s. Roger Conrad (Energy & Income Advisor) or Josh Peters (Morningstar) needs to write about this issue. Maybe Mr. Koesterich will? His company is certainly large enough to research this question.
    Jul 17 07:05 PM | 1 Like Like |Link to Comment
COMMENTS STATS
145 Comments
84 Likes