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PalmDesertRat

PalmDesertRat
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  • The Alkaline Water Company: An Ugly Stock With Possible Large Upside Potential [View article]
    Our water has quite a bit of alkaline, we filter it before using. Why do they go through the cost of injecting the alkali? they could just use our water which has it naturally and we live just a couple hours driving time down the I-10
    May 24, 2015. 07:45 AM | Likes Like |Link to Comment
  • Cimarex Energy: Opportunistic Raise Advances Both Offensive And Defensive Posturing [View article]
    If that happens, companies like XEC will be ok, because fracking isn't all they do
    May 21, 2015. 09:03 PM | Likes Like |Link to Comment
  • Occidental Petroleum, Targeting Q4 Cash-Flow Neutrality, With Oil At $60 [View article]
    Today is Armand Hammer's 117th birthday.
    May 21, 2015. 04:05 PM | Likes Like |Link to Comment
  • Cimarex Energy: Opportunistic Raise Advances Both Offensive And Defensive Posturing [View article]
    Interesting that the stock moved up yesterday even after the announced equity issue.

    XEC's a keeper.
    May 21, 2015. 07:54 AM | 1 Like Like |Link to Comment
  • BHP tumbles after disappointing South32 valuation [View news story]
    that's the grey market
    May 21, 2015. 07:45 AM | Likes Like |Link to Comment
  • BHP tumbles after disappointing South32 valuation [View news story]
    why the delay in the US? shouldn't they trade now?
    May 18, 2015. 02:24 PM | Likes Like |Link to Comment
  • BHP tumbles after disappointing South32 valuation [View news story]
    Why the delay in US trading?
    May 18, 2015. 12:00 PM | Likes Like |Link to Comment
  • Occidental Petroleum - After Strategic Change, Happy With Current Game Plan [View article]
    What is the strategic shift referred to in the lead paragraphs? OXY was and still is an oil company, they sold off a couple of small pieces of various operations, totaling to an immaterial amount of money for them. I own and like OXY but don't get the point.
    May 17, 2015. 07:36 AM | Likes Like |Link to Comment
  • The Effects Of Increased Oil Well Efficiency [View article]
    One number I've never seen is the number of wells completed.

    Because of high decline rates, particularly in shale oil wells, it is necessary to drill ever more wells just to maintain constant production. that number becomes larger every day. So with the declining number of rigs working, unless they can drill more than one well at a time, a significant production decline is inevitable.
    May 16, 2015. 07:51 AM | 1 Like Like |Link to Comment
  • EOG Resources Is A Safe Bet On The Oil Recovery [View article]
    What oil recovery? Oil prices already bounced off their lows and are now headed back down to test the previous lows. EOG is a great company, I've owned it and traded it for several years very profitably, but I wouldn't buy it now.
    May 14, 2015. 06:31 PM | 5 Likes Like |Link to Comment
  • Shale oil producers ready to bring rigs back into service [View news story]
    If true, it would indicate a future resistance level of 60-65, with support around 40.
    May 14, 2015. 12:35 PM | 8 Likes Like |Link to Comment
  • General Dynamics - Aerospace And Defense Player That Will Become A Dividend Aristocrat [View article]
    they're talking about GD developing a US tank to counter a Russian tank. nobody said anything about investing in Russia
    May 13, 2015. 02:38 PM | Likes Like |Link to Comment
  • Mexico Reveals Greater Oil And Gas Resources: Will Chevron Be A Player? [View article]
    Mexico has a multi-year history of announcing and "disclosing" massive reserve figures, only to come up woefully short.

    I would wait til CVX or some other reputable operator discloses reserves in Mexico.
    May 13, 2015. 01:09 PM | 5 Likes Like |Link to Comment
  • My Favorite Industrial Stock Boasts 58 Years Of Consecutive Dividend Increases [View article]
    you need to study up on how ex-dividends are worked into the stock price and the change vs the prior day
    May 13, 2015. 10:25 AM | 4 Likes Like |Link to Comment
  • Rising Interest Rates Is Not A Bad Thing - Cramer's Mad Money (5/12/15) [View article]
    Higher rates increase the discount rate in all NPC calculations, they raise costs for borrowers, thereby increasing their risk profile.

    Every time there is a whisper that rates will rise, the market tanks. When the whisper is that rates won't rise, the market jumps.

    The only way out of this mess is for inflation to increase so that nominal interest rates rise while real rates do not.
    May 13, 2015. 08:00 AM | 1 Like Like |Link to Comment
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