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MDHJr

MDHJr
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  • Why Is FireEye Initiating A Complex Convertible Debt Offering? [View article]
    Add Cybr to feye and panw and you've got all the bases covered!!!!
    May 27, 2015. 04:12 PM | Likes Like |Link to Comment
  • Pioneer And The Permian Basin In The Early Innings Of The Shale Development Curve [View article]
    Good article, thank you.
    Some questions:
    So is Einhorn all wet? After considering capital costs and other expenditures, is fracking in the Permian a profitable venture over time?
    Is PXD more attractive at these levels?
    May 11, 2015. 12:02 PM | 2 Likes Like |Link to Comment
  • Bakken Update: U.S. Crude Storage Capacity Is Filling Up, So Oil May Be Headed Below $40/Bbl [View article]
    Thanks again for your input.
    Is there a reason the unusally cold temps in the North East US are not having more of an impact on reduction in inventories?

    Is this something that will show up next month?

    I assume with a further fall in oil prices we will see a return to lower prices in common stocks, which have been ahead of the oil price. Do you agree, or would you hold through this decline?

    Thanks again.
    Feb 18, 2015. 11:04 AM | Likes Like |Link to Comment
  • Halc√≥n Resources: Strong Eagle Ford Production, Focused Budget [View article]
    Nice job. Smart move to be hedged through 2015. If oil rebounds to the $65 to $75 range by the end of 2015(as many predict), do you believe HK can survive?
    Feb 6, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • Can EOG Resources Grow At 25% With Oil At $65? [View article]
    Quest: What happens to $64 oil when Israel attacks Iran's nuke program, or when Libya descends into more turmoil? Or when ISIS takes out a few Iraqi wells?
    Far fetched, I don't think so!
    Dec 10, 2014. 01:15 PM | 7 Likes Like |Link to Comment
  • SandRidge Energy: A Major Spending Cut On The Horizon [View article]
    Richard
    Thanks for another comprehensive article.
    I dont understand why SD is buying back shares in view of its weak balance sheet and inability to keep up capital spending???
    Nov 10, 2014. 03:00 PM | Likes Like |Link to Comment
  • Oil & Gas Stocks: Is This Correction Over? [View article]
    Great article clearly written
    Oct 23, 2014. 12:50 PM | 3 Likes Like |Link to Comment
  • Recent Carnage In The E&P Sector Makes Oasis Petroleum A Great Buy [View article]
    This falling knife appears to be stablizing, but my question is why has it so outperformed other Bakken players. Its cleary fallen harder and risen less than the others. Was this because of hedging? It fell out of bed Aug 1 st and hasnt looked back!
    Does Mr Market know something we dont?
    Would one be beter to sell and move the $ into EOG CLR or WLL?
    Oct 21, 2014. 05:27 PM | Likes Like |Link to Comment
  • Walter Energy: What The Stock And Bond Prices Are Telling Us [View article]
    Can anyone explain why met coal remains weak in the face of stronger steel prices? This does'nt make sense.
    FWIW I see support on the stock $3.02 lower from where it closed Friday....yes that would be zero!!!
    Sep 19, 2014. 04:31 PM | Likes Like |Link to Comment
  • Marcellus Differentials: Do Not Count On A Quick Recovery [View article]
    FWIW KMI is trying to put through a pipeline in western Mass and they are having a really hard time with all the locals!
    Sep 18, 2014. 11:15 AM | 2 Likes Like |Link to Comment
  • Verizon: A Great Investment Opportunity In A High-Yielding Stock [View article]
    Very informative. Thank you.
    Are you at all concerned about whether voice over internet, which the new i phone will have(and I assume will be coming to other phones) will hurt VZ and T?

    Also, could you explain how enterprise value is calculated?
    Thanks
    Sep 17, 2014. 09:34 AM | Likes Like |Link to Comment
  • 2 Small Exploration And Production Plays Being Bolstered By Upward Production Guidance [View article]
    Bret
    Thanks for your insight into these 2 plays.

    Any idea what hit Eagle Rock EROC so hard today, off almost 8% in an up market?

    This is off some 20% since you recomended it at oround $5.00.
    Sep 16, 2014. 04:58 PM | 1 Like Like |Link to Comment
  • Booking Profits In Facebook And Putting Them To Work In Toll Brothers [View article]
    Great idea!!! Sell the winner and buy a loser. No thanks I see FB at 100before end of 6 months....maybe even year end. Its just coming out of a consolidation so its at a good place to buy more.
    Sep 1, 2014. 12:17 PM | 3 Likes Like |Link to Comment
  • Apple: Sell The Stock On September 9th [View article]
    Your sell the launch thesis seems to be the consensus (Ive seen it on a number of financial sites) so it probably wont happen this time around!
    Aug 25, 2014. 12:56 PM | 7 Likes Like |Link to Comment
  • Do These 4 Energy Companies Remain Excellent Short Candidates? [View article]
    you got it! Like Valuediggers recommendation in May 2014 to buy Nighthawk Energy NHEGY at $4.90 which has tanked 35% to $3.07.!!!!

    What a lousy pick that was. This is classic bait and switch!
    Aug 19, 2014. 09:01 PM | 1 Like Like |Link to Comment
COMMENTS STATS
78 Comments
68 Likes