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tealone

tealone
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  • Here Is Why You Should Consider Buying Devon [View article]
    I like your articles (usually straight forward, factual, and and to your point), thanks plenty.

    I too agree that DVN has both the resources and management team to make predictable future profits. Even without the additional valuation expectations, I think DVN is a solid N. American oil play. With their 2014 midstream merger plus their undeveloped acreage (Permain acreage added), an increase in valuation definitely has the potential. However, while I'm not convinced of total global recession, I don't think we've seen the last of a rising $$, slowing in spending, and a lower oil bottom. I'm waiting a bit before pulling the trigger, but when I do, I'll buy DVN, as well as some solid Permain plays like CXO, PXD...., and maybe some PE.
    May 23, 2015. 06:40 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Bloodbath In The Bond Market [View article]
    Drone use is changing the nature of just about every outdoor occupation there is, from firefighting to underground "mole" research! Imagination and battery design seem to be the only limitation to the use of these remote "helicopter with camera -toys". Designers and engineers probably love the niche.

    I read where wildlife research , monitoring and data collection, has especially benefited. A wildlife biologist can now (well..nearly can) follow a herd of elk or find eagles in the Grand Canyon without hardly leaving their office. I also see where states have already prepared for the potential use (or mis-use) of them in hunting ( http://bit.ly/1IVYrdp ). They are definitely here to stay.

    I'm looking at JDI and Parrot for direct plays and maybe IXYS (power controller chips), AMBA (software transmit/upload HD video), and INVN (gyroscopes)for indirect plays.
    May 8, 2015. 01:02 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Eurozone Growth Forecast Gets Big Boost [View article]
    For any interested, an eye-opening read on the affects of an EMP is "One Second After", by William R. Forstchen. It's based on best available information but presented as a novel for readability. It definitely caught my attention. Unfortunately, its probably just a matter of time before some nut job tries doing it.
    May 5, 2015. 11:10 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Chinese Factory Activity Slides To 12-Month Low [View article]
    Climate change, global warming?..., whatever., nothing "bad" is going to happen. Much more potential danger to the "environment" from an Iranian nuclear..... "mishap".
    May 4, 2015. 02:40 PM | Likes Like |Link to Comment
  • Trinity Industries Could Be A Home Run [View article]
    I see TRN moving up with GBX and ARII, especially in light of the relative cheat price of TRN and the new overall regulations on tank car brake redesign. The price will likely follow the others up until the verdict is reached on the Trinity lawsuit.

    I'm buying for a shorter-term ride, with a watchful eye on the overall market and potential future effects of the lawsuit (also bought some GBX).
    May 3, 2015. 03:23 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Nokia Confirms Advanced Merger Talks With Alcatel-Lucent [View article]
    whether union or not, you can bet any car factory in the US is heavily influenced "by" union activity. The decision to build in Mexico by Toyota was also influenced by some degree by our union activity (past and present).

    Another question is what future decisions by foreign business might be influenced by the recent west coast port strike? Yea, that might be interesting.
    Apr 14, 2015. 01:30 PM | 5 Likes Like |Link to Comment
  • Oil Prices Rose 6% Yesterday - What Does It Mean? [View article]
    I'mmm gonnna goooo .....short! ......no long!
    Apr 8, 2015. 01:03 AM | Likes Like |Link to Comment
  • Why Investors Should Consider Selling D. R. Horton At Its 52-Week High [View article]
    The mere perception of "deals" like this is enough for me find another stock to spend my hard earned money on.

    Thanks for the heads-up.
    Mar 28, 2015. 03:56 PM | Likes Like |Link to Comment
  • Oil Crash Just Getting Started - Levered Under-Hedged Juniors Like Magnum Hunter In Jeopardy [View article]
    Greece to extend 4 months....for the next 80 years..!! Too funny, but probably PDC to reality! LOL!
    Mar 18, 2015. 02:44 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Equities Head Lower; ECB Kicks Off QE [View article]
    Anniversary of Selma aside, about the only thing "heavy weight" about Al Sharpton is his bag of lies and hands of greed.
    Mar 9, 2015. 09:50 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Global Equities Head Lower; ECB Kicks Off QE [View article]
    I think I heard that Tesla was sending individual (company) technicians to the homes of Chinese Tesla buyers to either set up, or show how to set up (?) recharging systems. If that is true, then it may be that the recharging of the batteries may be more of a problem than first thought. Even at $100K per car, how often can Tesla afford to provide each buyer with a private technician, even temporary? It seems it's always falling back to issues with the battery, here or China.
    Mar 9, 2015. 09:42 PM | Likes Like |Link to Comment
  • Obama: "Extraordinarily dirty" oil extraction is reason for Keystone concern [View news story]
    I can only assume that obama got his "extraordinarily dirty" information from the "media"...., there fore taunting me to research it further.
    Mar 8, 2015. 04:06 PM | Likes Like |Link to Comment
  • Petrobras -8% this week as scandal widens [View news story]
    This is better than a HBO mini-series (and longer)! Who will be on the ..."list of 50"! Will Pres. Rousseff continue to dodge the ever expanding tentacles of the PBR monster! Will she be squeezed, will she claim insanity, or simply disappear??? Will justice prevail!!? Stay tuned as we get closer to hearing who's on the... "list of 50"!

    (sarcasm not intended)
    Mar 8, 2015. 03:40 PM | 1 Like Like |Link to Comment
  • Pemex loses bid to recover stolen gas proceeds from Shell, Conoco, BASF [View news story]
    Exactly. Anyone not believing that Mexican governmental officials (Pemex and others) were not only aware of this scam, but in on it, just doesn't want to acknowledge the truth about how Mexico does business on a daily basis. As far as the US oil corporations..., they probably had a pretty good idea of what was going on and if agreed to get involved then they knew (up front) that any risk had to be outweighed by the benefits.
    Mar 8, 2015. 03:06 PM | Likes Like |Link to Comment
  • Friday's Sell-Off: Assessing The Damage And Opportunities [View article]
    Simply put, the market is top heavy and "any" mention of anything even slightly negative will continue to drop the market lower. Part OMG and part "looking for any excuse to take profits".
    Mar 8, 2015. 02:51 PM | Likes Like |Link to Comment
COMMENTS STATS
299 Comments
478 Likes