Michael With the spread between WTI and Brent narrowing is now really the time to get back into the refiners? Wouldnt you want to wait until we see it either flatten out or widen? Or should we just hold our nose and plunge right in? And finally, you like HFC but its not on your radar as a buy! Please explain as I read its best situated to take advantage of midwestern production.
Walter Energy: To Buy Or Not To Buy? [View article]
I would think steel prices are rising because of more world wide demand. Should'nt we then see an increase in iron ore demand as well? Which should translate to increase coking coal demand?
Walter Energy: To Buy Or Not To Buy? [View article]
To the Author: 1.Does the market for coking coal follow the market for regular coal (which has been severly impacted by lower gas prices in the US)and if so, why?
2. With steel prices on the rise world wide, why hasnt WLT responded to the upside?
Sanchez Energy: Bold Acquisition Will Power Shares Higher [View article]
SN has certainly lagged others like OAS, BCEI, EOG and TPLM by a considerable margin over the last year. Can you explain this? Is it the management? The properties? I never do well with laggards. Do you think this acquisition will make a difference? Finally, there must be a reason the market hasn't gotten too excited over this deal! Is there an issue with dilution coming next (as is often the case after a deal like this)?
A lot has to go right to justify the current share price of Netflix (NFLX -0.7%), argues Barron's. Analysts see only a modest 13% revenue growth rate between now and 2017, but forecast operating margins to quadruple over the same time period. Expensive content deals and heightened streaming competition from Amazon, Redbox, and others could get in the way of those lush margins. [View news story]
Jim Cramer wants AAPL to buy Nflx. Why bother, aapl could start its own business at a much lower cost since the barriers to entry are so low. Nflx is way overvaled here and heading back to $60.
Bakken Update: Triangle Petroleum Is A 2013 Top Bakken Stock Pick [View article]
re FTK
Michael I've done OK by trading the range on FTK buying around 10 and selling at 13 plus. I recently sold out the majority of my position but have kept some shares just in case it breaks through resistance where it is right now.
After closing on Friday near 10-month lows, Apple (AAPL +3.1%) is rallying in the absence of major news. Likely helping: a weekend Barron's column that made a bull case for the stock while suggesting much of the "fast money" that had joined the bandwagon is now gone. Also, year-end sales made for tax purposes might now be letting up. [View news story]
All I can say is that I went to our local AT&T store yesterday to buy 2 I Phones and they were sold out, so I went to Best Buy, and had to wait 30 minutes to be waited on because the 3 reps were all waiting on customers buying I Phones. Not scientific, but tells me something.
By the way, this was a holiday purchase that I delayed so as to activate the same day as we bought the new phones. I don't think Im alone and the numbers will tell all.
Apache: This Cheap Energy Stock Is Ready To Move Higher [View article]
The stock may have bottomed here but I've been fooled before by APA
Sanchez Energy: Bold Acquisition Will Power Shares Higher [View article]
The market must know something ??
Bakken Update: Buy The Pullback [View article]
What do you think of Altendorf's article on SA "Bakken Boom Destined to Fizzle" ?
I tried to pull it up to link it for you but now its gone????
Bakken Update: Buy The Pullback [View article]
With the spread between WTI and Brent narrowing is now really the time to get back into the refiners?
Wouldnt you want to wait until we see it either flatten out or widen?
Or should we just hold our nose and plunge right in?
And finally, you like HFC but its not on your radar as a buy! Please explain as I read its best situated to take advantage of midwestern production.
Thank you
Michael
Walter Energy: To Buy Or Not To Buy? [View article]
Apache: This Cheap Energy Stock Is Ready To Move Higher [View article]
I'd like to lower my basis but wont do so until I see it build a base and hold 75
Walter Energy: To Buy Or Not To Buy? [View article]
1.Does the market for coking coal follow the market for regular coal (which has been severly impacted by lower gas prices in the US)and if so, why?
2. With steel prices on the rise world wide, why hasnt WLT responded to the upside?
3. How close to Bankruptcy is this company?
Sanchez Energy: Bold Acquisition Will Power Shares Higher [View article]
Can you explain this? Is it the management? The properties?
I never do well with laggards. Do you think this acquisition will make a difference? Finally, there must be a reason the market hasn't gotten too excited over this deal!
Is there an issue with dilution coming next (as is often the case after a deal like this)?
Your thoughts would be appreciated. Thank you
A lot has to go right to justify the current share price of Netflix (NFLX -0.7%), argues Barron's. Analysts see only a modest 13% revenue growth rate between now and 2017, but forecast operating margins to quadruple over the same time period. Expensive content deals and heightened streaming competition from Amazon, Redbox, and others could get in the way of those lush margins. [View news story]
Why bother, aapl could start its own business at a much lower cost since the barriers to entry are so low.
Nflx is way overvaled here and heading back to $60.
Retirement Portfolio Management: Selling Netflix Into Strength And Buying Achillion For Strength [View article]
Icahn's Perfect Herbalife Storm [View article]
Does anyone think going long ichan enterprises IEP is a good way to play hlf ?
Bakken Update: Triangle Petroleum Is A 2013 Top Bakken Stock Pick [View article]
Michael
I've done OK by trading the range on FTK buying around 10 and selling at 13 plus. I recently sold out the majority of my position but have kept some shares just in case it breaks through resistance where
it is right now.
Bakken Update: Triangle Petroleum Is A 2013 Top Bakken Stock Pick [View article]
Thanks for keeping us in the loop on TPLM.
Havent heard much lately on Bonanza Bcei, which has been on a tear, and Sanchez, which has underperformed the group. Any thoughts? Or OAS?
And since your a water guy, how about Flotek (ftk)?
A lot to ask, but love to hear your thoughts.
Thanks,
Michael
Bakken Update: Triangle Petroleum Is A 2013 Top Bakken Stock Pick [View article]
After closing on Friday near 10-month lows, Apple (AAPL +3.1%) is rallying in the absence of major news. Likely helping: a weekend Barron's column that made a bull case for the stock while suggesting much of the "fast money" that had joined the bandwagon is now gone. Also, year-end sales made for tax purposes might now be letting up. [View news story]
By the way, this was a holiday purchase that I delayed so as to activate the same day as we bought the new phones. I don't think Im alone and the numbers will tell all.