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bbob68

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  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    I agree completely and having been around since the beginning I am of the opinion that Yahoo Finance is not what it once was. I am sick on clicking on articles only to get through about 5 lines and then having rest blurred out unless i subscribe to one thing or another. Other articles seem to very much lack substance. They even seems less than capable of even retaining recent quotes --used to be at least a couple of days --now doesn't even seem to register. I have recently switched to Google finance.
    I'm not very knowledgeable about internet commerce but I am quite surprised to learn that SA would pay them in the first place. Seems backward to me.
    As to the commentator above who was critical of SA authors or made reference to too many being hogwash, I have to say that I obviously only read a few and feel that it's necessary that the reader have enough intelligence to discern what is and what is not important. I have done such due diligence and the proof being in the pudding so to speak I am pleased to say that I have made a substantial sum based almost solely on certain SA authors and their keen insights and timely articles.Happy to have already removed the Yahoo icon.
    Jul 31, 2014. 07:25 PM | 53 Likes Like |Link to Comment
  • Halcon Resources And Tuscaloosa Marine Shale: Is This Goodbye Forever? [View article]
    Great Article Value and kudos on some great calls/insights. There are some great authors on SA who consistently put forth good information based upon seemingly rigorous research and analytics and based on this article and your other work you are certainly among them. My regret is that I didn't follow you sooner. Long (and way down) on HK right now but at this price there is so little to salvage that I will hold and hope.
    Thanks for sharing.
    Dec 27, 2014. 09:44 AM | 7 Likes Like |Link to Comment
  • The S&P500 Leaves Energy Stocks In The Dust [View article]
    Michael,
    Given the totality of circumstances, not the least of which the wasteful flaring of precious NG,and others to which you allude, wouldn't it make strategic sense for the bigger domestic E&P companies such as PXD, EOG and others to cut back until transportation and infrastructure catches up a bit. It's not like the reserves are going away
    Sep 21, 2014. 03:00 PM | 3 Likes Like |Link to Comment
  • I Wouldn't Bet On Frac Sand Going Parabolic [View article]
    If you don't think the cost of potable water and clean air can't go parabolic I would recommend you take a close look at China.
    Mar 9, 2014. 05:12 PM | 3 Likes Like |Link to Comment
  • Phillips66: Making All The Right Moves And A Screaming Buy [View article]
    PSX and EOG seem to be two companies that will weather just about any storm --assuming oil eventually goes back up.............I have both but my regret is not going all in in instead of spreading it around to some of the marginals who may not make it (PQ ERF HK).........I guess too late I learned a valuable lesson which is to stick with bestin breed
    Dec 13, 2014. 04:33 PM | 2 Likes Like |Link to Comment
  • Win Some, Lose Some [View article]
    I too think options are a good strategy with SDRL. I think going out long term with (jan 16) with a 14/12 vertical might be the way to go to limit your downside. Unless you are watching closely or have a tight stop (which could also work against you) selling naked puts can be a heart breaker if the stock suddenly plummets. I like to take the proceeds from the vertical and buy OTM calls, perhaps up to a quarter beyond the call date. That was if there is a recovery you are in the game with minimal (if any) investment and well defined risk (the width of the vertical)
    Nov 30, 2014. 12:45 PM | 2 Likes Like |Link to Comment
  • Seadrill: Why I Don't Care About Mr. Market's Knee-Jerk Reaction [View article]
    I think a lot of us ,like most of the pundits on the tube, were caught off guard by what has happened to the price of oil. I held SDRL over the past several years through options transactions, but over the last several months. I was thought it might very well go into the teens at the time the dividend was cut, but of course had no idea when that might be. Yesterday, I used a long term options strategy to get back in where my potential loss is very limited but will make money if it goes back over 20.
    Nov 27, 2014. 07:09 AM | 2 Likes Like |Link to Comment
  • Seadrill: Anxiety And Panic Won't Get You Anywhere, But Reason Will [View article]
    Thank you Maxwell.
    I believe that is still considerably better than what the shale guys are doing and I think that bodes well for SDRL right now---The point I was making above was that the Shale guys seem to be increasing efficiency at quite a significant pace which might be a factor to consider.
    Nov 13, 2014. 05:01 PM | 2 Likes Like |Link to Comment
  • Hess Corporation: Taking An Alternative Path In The Bakken [View article]
    Old Mule.
    To your point, I have to tell you that as an old retiree, even with multiple degrees, I feel I am back in business school when I read articles from and have access to people like Richard and a couple of others on here. And the very best part is that these very talented people not only have considerable expertise in somewhat arcane fields, but also have the gift of being able to communicate extremely well. As I mentioned, I am a recent retiree so maybe I need to get a life but I don't find this dry at all, rather I am glued to every word.
    Thanks Again Rich
    Nov 13, 2014. 10:18 AM | 2 Likes Like |Link to Comment
  • The Death Of Oil Is Highly Exaggerated [View article]
    Csh and Michael --thanks--that was helpful. I am under the impression that EOG has one of the best management teams around so hopefully thye have this aspect covered. Should prices coninue to fall it's not at all hard to envision a strategic short term cut back in production.......
    Oct 30, 2014. 09:48 PM | 2 Likes Like |Link to Comment
  • Is EOG Resources Reaching Success In The Eaglebine? [View article]
    Rich,
    Is it your implication that this bodes well for EOG earning next month ?
    If Za Za were unable to meet their debt obligations, how would that play out for EOG---It would seem that heir balance sheet would allow them to step in and take over.
    Oct 21, 2014. 10:23 PM | 2 Likes Like |Link to Comment
  • Thoughts On The Celgene Revlimid Markman Hearing [View article]
    Dan,
    I am long Celgene and have been looking for information about what transpired in court and what it means for the investment community. I greatly appreciate your article as I can't imagine anything being more comprehensive or authoritative on the subject. I would be less than honest if I said I fully understand it on first read but I now know infinitely more than I knew before.
    My overall impression is that you feel reasonably certain that Celgene will prevail to the extent that its market value will not be adversely impacted but this process. Is that a reasonable judgment on my part?
    Thanks again for an extraordinary article.
    May 16, 2014. 10:10 AM | 2 Likes Like |Link to Comment
  • Amarin's CEO Quits On Shareholders And Vascepa [View article]
    Thanks QTR for another timely and informative piece. You have been on top of this for some time and I for one wish I had followed up on some of your previous thoughts. I am one of those AMRN longs who believed in the story. In the end they had some bad luck andn it seems poor management.
    To me--I chalk it up as an expensive lesson learned --Articles such as yours and all the signs were there to see. For those of us who didn't buy protective puts when the writing was on the wall as well as the record of short sales.......I guess we have only ourselves to blame
    Dec 16, 2013. 10:38 AM | 2 Likes Like |Link to Comment
  • Seadrill: Anxiety And Panic Won't Get You Anywhere, But Reason Will [View article]
    Through options transactions I have been in and out of SDRL over the past 4 years or so and have done well. Over the past month or so I have been looking at selling some puts in the 15-16 range and am prepared to get long at that level. As I see it, one of the issues with SDRL might be the emergence and continued development of shale players. I'm not sure what the present cost/BBL for deep drillers is at this time, but I do know that the big shale players are gaining increasing efficiency, seemingly almost daily
    Nov 13, 2014. 03:59 PM | 1 Like Like |Link to Comment
  • Hess Corporation: Taking An Alternative Path In The Bakken [View article]
    Richard,
    It's amazing how the shale revolution continues to not only prosper but to continually innovate. After reading your excellent article, my first thought was to add a little Hess to the portfolio (long PXD and EOG), but it occurs to me that innovation such as what you describe is not proprietary and thus was is developed and shown effective by one company will surely be adopted by others. Is that too simplistic of an assumption?
    Another noteworthy point is that the experience of Hess, or other innovators, would not seem to bode well for the CRR.
    Thanks for another great article
    Nov 13, 2014. 08:41 AM | 1 Like Like |Link to Comment
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