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  • Procter & Gamble Offering Upside Potential As It Enters 2015 [View article]
    Nice article. Good company and I have held for a long time adding on dips. I like to hinge my bets and play both sides of the fence, added to KMB Friday and I am planning on adding to PG this week, I think it will be beaten down a little more. Long both and with the boomers coming to age and a baby boom starting in the high earning late starting 30 something's they both will do nothing but go up.
    Jan 31, 2015. 12:12 PM | Likes Like |Link to Comment
  • A Crude Oil Bottom: Where To Look For Clues [View article]
    I have not seen an S$A article provoke this many comments in a long time. I would like to thank you all for some very interesting reading with many different perspectives. I would like to add a few things here for thought. The Saudi king just died, the American media has really been down playing the importance of this, the oil minister is over 80 and has been there over twenty years an may be replaced - if so what line will the new one take, will ISES or Alkida test the new king, will they blow up some refineries, pipe lines, ports, wells, in Saudi, Iraq, Kuwait to slow production down, turn the worlds oil markets up side down to drive there oil prices up to help fund the cause and, screw up the Saudi's master plan. The US has three war ships sitting off of the coast of Yemen, watch and see what the carrier movements do in the next thirty days. I think there is a lot more to think about now in the big picture then supply and demand, market share, dollar cost, slam the US banking system with junk bonds defaults and, the Russian squeeze and the list goes on. Many of you have mentioned the glut and storage, look at the US tank farm leasing contracts, the tanks may not be full yet but a lager portion are leased not day rate short term storage, look at the tanker movements or lack of and you well see day rates have come down and cantango is starting. I think the next sixty days will really tell how low the oil tide will go given no major developments happen and if one does the price of oil is going to move real fast, so be ready.
    Jan 25, 2015. 10:18 AM | 2 Likes Like |Link to Comment
  • 7 Dividend Stocks Building Future Yield With Increased Dividends [View article]
    Very nice list, will do very well. I have owned NGLS, KMI ( post KMR )and, MWE for some time along with a long list of other mid streams and pipes. You can't go wrong with the toll collectors. Been wanting to add to MWE, sold 50% when it started moving down want to get back in and add, but it looks like I might have missed the bottom, it has been trading up in the past few days, will have to see post dividend and where oil prices go in the next six weeks.
    Jan 24, 2015. 10:17 AM | Likes Like |Link to Comment
  • The Uranium Bull Is Still Alive, But Paralyzed By The Oil Price Collapse [View article]
    Been slowly adding to a number of my U positions over this past year at these bargain basement prices. I believe my patience will be greatly rewarded, what a buying opportunity. It's just a mater of time, seeds take time to bloom. Refueling and many new plants coming on line, when it moves it's going to go real big real fast. I'm leaning to a start of ramping up around Q3 buy new plant proposed compilation dates.
    Jan 20, 2015. 07:12 PM | 1 Like Like |Link to Comment
  • Fission's Maiden Resource Warrants Immediate Revaluation [View article]
    Nice article, Thanks, Been knocked down a little the last few days, been trying to add but know ones wants to sell at these bargain basement prices. Now for the S&A bounce. This one is not a matter of if but when. I believe patience will be rewarded quite well.
    Jan 18, 2015. 11:08 AM | Likes Like |Link to Comment
  • Money Dries Up For Oil And Gas, Layoffs Spread, Write-Offs Start [View article]
    Wolf Richter, nice write, I think your list is about 200 companies short. Jeb Walport and Rainmaker986, I agree with both of you, it's in the 7 year cycle and people have a bad habit that if they get told the same thing over and over they start to believe it. Every seven years for what ever reason, history does repeat it's self. I started talking about this cycle three months ago in these blogs and said I was starting to sell my oils and move into a large cash position. Not one person ever responded to me good or bad. Peoples memories are short and in a bull market they just can't make themselfs sell when they are still making money or may be it's an age thing. I have been through this before and lost my butt, school of hard knocks tuition isn't cheap, only a fool makes the same mistake twice. I had some sleepless nights, selling while things still seamed good, but the charts don't lie, at least not when they have been spot on for fifty years. We have only seen the tip of the ice burg. Some small banks are going to get crushed, hedge funds will get burned, insinuations will start sell like a fire sale trying to cut there losses. Wait till the Q2 earnings reports start coming in and the hedges start running out and the interest payments are due. It's time to pay the piper for all of the music we have been dancing to. China and Japan's strategic reserves are now full, look at the moving tanker count, cantango is well under way, Iraq is said to be bringing 1.5 new barrels of oil a day to market, many small countries on the African continent will start bringing oil to market this year and selling it at any price, they are starving down there. NGL's are just starting to load out of Australia. There is going to be a lot of bankruptcies, buy outs, take over's and consolidations going on in the American oil patch this year. I think retail is not a good place to look with all of the lay offs that are just starting. There is going to be a housing bubble bust in the mid west with all of the people in the oil patch that bought house and are now getting laid off. But on the bright side if you have any cash to spend and a little patience, I think the fish will start biting in Q3 of this year and if you pick the correct companies there will be a lot of money to be made because when it comes back it always comes back strong. I'm going to try and stay out of the E&P's and don't want anything to do with sand oil north of our boarder, and pick up quality MLP pipes while they are on sale along with a few refineries, can't go wrong with the toll collectors and crackers. That's my two cents worth, wish you all luck in the coming months. Wolf Richter, I think in just a short period of time you will be able to write another article just like this one only with all new caricatures.
    Jan 18, 2015. 10:16 AM | 5 Likes Like |Link to Comment
  • Meet Fission Energy's New Year's Baby: Triple R Uranium Deposit Weighs In At Over 105 Million Pounds [View article]
    Thanks for all of your hard work, that was a wonderful read. I was starting to think that I was the only person chasing penny uranium stocks, or should I say lately uranium stocks in general. I guess most people just don't have the patience for them any more. I don't ever remember Macusani being mentioned on S&A. It is so shallow, cheap digging, it will not take long to be gobbled up once the need is there. Great bookshelf stock, grab a big hand full throw it up on the book shelf and forget about it. For what one good bottle of good booze cost you can pick up enough shares to retire on when it hits six bucks. The real key to all of these stocks is not if but when the need is going to be there in the market. There are a lot of new power plants coming on line soon but many are behind schedule, Japan just keeps teasing us. I have been thinking for a long time as I have been building positions in a number of uranium stocks that 2015 was going to be the year, how was I to know that God was going to send a big wave and crush the market, but I am now leaning towards Q1 of 16 before we see any real up swing in the market need an price. That little pop we had a short while back isn't enough to make any one start digging a new hole or open up a closed mine. I hope URRE can stay alive till then.
    Jan 12, 2015. 08:47 PM | Likes Like |Link to Comment
  • Buy This 8%-Plus Yielding High-Dividend Stock For Dividend Security Going Ex-Dividend Soon [View article]
    Thank you for turning me onto this one, I like what I see. Going to have to put some work into this one. This will give me a nice break from scratching my head on all of the pipe MLP's. Always looking to get a little more diversified in the income portion of my portfolio.
    Jan 11, 2015. 12:13 PM | Likes Like |Link to Comment
  • About Linn's Big Dividend Cut [View article]
    In on a small position, not going to sell at this kind of loss, at least not yet, going to wait it out for a while and see what happens. You chase yield and some times you get spanked. Once all of the tanks, ships and, reserves are full and all of the little guys wells are no longer pumping the price will start to come back up, when and how much, that is the question. When I see what the running top looks like I will decide then if I need to dump this one. I don't think it is dead money yet, but the heart beat is getting weak. Ya, I have a few oily toads living in my back yard. Shame on me.
    Jan 4, 2015. 11:36 AM | 12 Likes Like |Link to Comment
  • Agenus: A Speculative But Attractive $4 Small Cap Gem [View article]
    Bret you are one of the best on S&A. I always take a look at your headers, some of the sectors are not my cup of tea. What is wrong with people, you are always straight forward, you opened up with SPECULATIVE, if people are not into rolling the dice they shouldn't have read any farther. I have gotten some great leads from you which I always do my own DD on and have made some good money off of. You can't hit the nail on the head every time you swing the hammer. If people are looking here for advisement advice their crazy and lazy or don't know how to do their own DD, if they are looking for good leads to do some work on and compare this is the place and may I say I think you are one of the best at looking out side the box. You love the game and truly enjoy finding the small ones before the big dogs have a chance to pounce, that is why I like reading your stuff. I love it when you beat the big boys at there own game, any one can follow the pack. Keep up the good work and don't let the Sunday morning quarter backs get in the way of good ideas. Happy New Year to you.
    Jan 3, 2015. 05:48 PM | 11 Likes Like |Link to Comment
  • My Predictions For 2015 - Part II [View article]
    Thanks Bret, always enjoy reading your articles. I agree with most of your line of thinking, but, I will say my feeling is that for the US to have real GDP growth we need real wage growth with the increase job growth. Increasing under employed low wage jobs that only increase the job participation rate does nothing to increase GPD, it only reduces the welfare numbers and is a from of US government subsidies to China and other cheap wage countries because these people can only afford to buy the cheapest products they need to get by with. If this is what happens buy some stock in Dollar Stores and Wal-Mart. You need discretionary income to drive real domestic GDP growth. I hope in the long run the oil patch will be able to maintain there high wage jobs. If you subtract out Texas for last year the US was actually job gain negative. I also feel that a small interest rate hike by the Feds has already been priced into the market. Happy New Year to you. Looking forward to your next segment.
    Dec 30, 2014. 08:52 AM | 1 Like Like |Link to Comment
  • Oasis Petroleum: High Risk/High Reward Oil Play [View article]
    Thanks Bret, Mary Christmas to you and yours. Have been long in this gem for a long time, added three times on way down, not the wisest thing to do but I didn't think it would go this low. Oil hits $40.00, that's my target price to start moving cash into the market, will add some more. You forgot to put the rest in on your old adage - even if the blood is yours - on this bad boy I'm bleeding bad, but it will come back making a lot of gutsy investors good money, it's a good company. The only thing that has my wrist bleeding worst is that damn old EXXI, but I am hopeful that the new year will close all of the wounds. In the long run I believe this oil/gas war of wills is an opportunity of a life time. Keep up the good work, love your stuff. Hope the new year brings you nothing but goodness and happiness.
    Dec 24, 2014. 12:12 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Pundit Forecasts For 2015 [View article]
    Thank you Jeff, merry Christmas to you and yours. I enjoy reading your articles and your side on things, keep up the good work. Just wondering on your thoughts about this oil glut real or not, with gas this cheap many more people are traveling this holiday season, do you think this is giving a faults reading on supply inventory and or demand. Do you think there will be a glut after the holidays, say mid January.
    Dec 21, 2014. 11:21 AM | Likes Like |Link to Comment
  • Retirement Strategy: I Am Already Retired, Now What? [View article]
    Very nice list, it can help out many blue collar hard working people who are full of fear of the stock market make a few extra bucks with very low risk. Uncle Pie I agree with you on Spectra Energy, been long that since Duke spin it off and Duke is another fine company that could be on the list. The only problem that I see with this list is that there is no real growth to hedge against high inflation periods. You not only want to make more money then any banks would pay you but would like your income to increase each year by more then the dividends increases ie: by buying more of these stocks with profits from a small portion of your money being in investment stocks, you need to have a small portion of your money working for you. One other thing they may want to look into is the tax advantages and higher yields in some of the top MLP's. You can't go wrong owning some pipes because no matter what happens the toll collector always gets his money and there is a fire sale going on with them right now. Wish I saw more articles on SA for the new and retired investors with basics in them, a large portion of SA readers are these people, you can tell by the questions that they ask in the blogs. No one wants to go to the school of hard knocks, the cost is expensive and they are crying for any help they can get. Thank you for helping them, keep up the good work. I would like to mention some thing to the SA writers, many of whom are professionals or have been in the game for a long time, this would really help myself and many of the readers of SA. When you write an article and you are going to use abbreviations, the first time you use it would you please put the definition behind it. I have learned over the years of writing many technical reports that assuming the people who are reading it know what you are referring to is a big mistake.
    Dec 21, 2014. 11:09 AM | 6 Likes Like |Link to Comment
  • The Collapse In Oil Prices Rocks The Markets [View article]
    "You have 8 followers, I have almost 18,000....Pretty clear how the marketplace is seeing your rants." Well said - Like your work and you have given me plenty of good ideas to do DD on. Sarcasm is the greatest from of flattery. We are in a normal seven year oil cycle, I saw this coming and have lived through it be fore. Peoples memories are to short. I didn't think it would drop this quick this fast. I went 90% cash the week before the OPEC meeting hoping to pick up a bunch of oils and gas on a 10% drop and make a bunch of easy money. Now I'm going to sit it out a while and let oil finish coming down. There is going to be a fire sale on E&P's, oils, gas, trust and all the pipes, the good ones will all come back and there is going to be some big money to be made with great long term yields. History repeats it's self and oil always comes back to a profit making level twice as fast as it went down. The market is running on fear and panic right now. All of the so called experts who knew everything about housing last month and everything about autos six months ago now suddenly this week know everything about oil and are painting the worlds is coming to an end picture an John Q public is buying into it. It hasn't even been a month since the meeting. Americans are to short sighted and live in a today world. They are all scared of the big black bear and are turning and running, I don't fear the bear I embrace him. If you don't want the bear to eat your bull you have to make peace with him. I'm not calling a bottom, that is for fools and gamblers, but when oil hits $40 I'm going to start cost averaging all in and I am going to start with the big pipes first. Bear markets breed opportunity for patient investors, there are many discounts on great companies hiding in plain sight. Great work Bret, I wasn't going to respond to this article, just thought I would read it an go on about my way, but as I got farther down I just couldn't help myself when a short seller tries to discredit one of my favorite writers.
    Dec 14, 2014. 08:34 PM | 3 Likes Like |Link to Comment