PalmDesertRat

PalmDesertRat
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  • API crude inventories continue to grow  [View news story]
    how could it rise "to 3.800M from 11.400 M in the preceding week"? maybe you're the one posting false info. Or maybe you misquoted and it should be that stock rose "by" 3.800 M.
    Feb 2, 2016. 05:08 PM | 3 Likes Like |Link to Comment
  • Crude Oil: Pathway To Rebalancing In 2016 (Video)  [View article]
    Last week's production data reported by the EIA indicate US y/y production was flat in the most recent week.

    Data to be reported next week will probably show a y/y decline, the first time that's happened in a long long time.
    Jan 29, 2016. 08:06 AM | Likes Like |Link to Comment
  • Forget Growth, Apple As A Value Stock Delivers Double-Digit Returns  [View article]
    As a value stock,AAPL makes a lot of sense. EBITDA/Market cap is high, dividend yield is ok but probably rising, balance sheet rock solid. I opened a position in AAPL yesterday at 95.17 and will add more if it drops to 90.
    Jan 28, 2016. 12:30 PM | 9 Likes Like |Link to Comment
  • At the open  [View news story]
    we'll close down big time
    Jan 28, 2016. 10:21 AM | 1 Like Like |Link to Comment
  • Cummins Is Repurchasing Shares On The Way Down, Should You?  [View article]
    despite dismal business conditions, CMI has continued to generate free cash flow. I last bot at 85.41 and will add in the high 70's if it gets there.
    Jan 24, 2016. 09:26 PM | 5 Likes Like |Link to Comment
  • Intel's Increasing Inventory  [View article]
    today's inventory represents tomorrow's sales, while cost of good sold represents yesterday's inventory. comparing today's inventory with yesterday's sales distorts the number.

    it's better to look at today's sales compared with yesterday's inventory to get a better fix on turnover.

    for example, in a growing environment, inventory would naturally grow faster than sales, because inventory represents future sales.
    Jan 23, 2016. 07:26 PM | 1 Like Like |Link to Comment
  • Schlumberger posts Q4 earnings beat, unveils new stock buyback  [View news story]
    right, I guess SLB is going to go out of business, as will all the others and we won't use oil or gas anymore.
    Jan 22, 2016. 08:01 AM | Likes Like |Link to Comment
  • Schlumberger posts Q4 earnings beat, unveils new stock buyback  [View news story]
    nice buyback, market cap is $77 bil.
    Jan 21, 2016. 11:21 PM | Likes Like |Link to Comment
  • ConocoPhillips is dedicated to preserving its dividend, Cowen says  [View news story]
    cop (and its shareholders) is better off keeping the cash and using it in its business. it's irresponsible to maintain the divvie at this point.
    Jan 20, 2016. 06:31 PM | 5 Likes Like |Link to Comment
  • Why Cabot Will Continue To See Downside  [View article]
    up again today, in a disastrous market, on very high volume.
    Jan 20, 2016. 02:58 PM | 1 Like Like |Link to Comment
  • Oil Supermajors Will Balance The Oil Market, Not OPEC  [View article]
    http://bit.ly/14fhCOB
    Jan 19, 2016. 10:43 PM | Likes Like |Link to Comment
  • Oil Supermajors Will Balance The Oil Market, Not OPEC  [View article]
    don't forget stripper wells, which produce about 1 million bbls/day. they are usually high cost to operate so would go off line sooner
    Jan 19, 2016. 07:33 PM | 6 Likes Like |Link to Comment
  • Anadarko brings Gulf of Mexico's Heidelberg field online  [View news story]
    wonderful- just what we need right now.
    Jan 19, 2016. 02:47 PM | 6 Likes Like |Link to Comment
  • Guggenheim Defensive Equity: Another Defensive ETF That Failed Miserably To Do Its Job  [View article]
    according to Google Finance, DEF underperformed SPY for all time periods since DEF's creation, except for last week when it was down 1.7% vs 2.7% for SPY.

    for the last three months, which have been pretty lousy, spy was down 7.8%, DEF was down 10.8%. DEF's dividend yield is a bit higher, but not enough to offset the underperformance.

    DEF has assets of less than $200 million, not exactly a giant.
    Jan 18, 2016. 05:00 PM | Likes Like |Link to Comment
  • Guggenheim Defensive Equity: Another Defensive ETF That Failed Miserably To Do Its Job  [View article]
    for a so-called defensive etf it has a bizarre list of holdings.
    Jan 18, 2016. 01:24 PM | Likes Like |Link to Comment
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