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PalmDesertRat

PalmDesertRat
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  • Goldman Sachs BDC Part II: Strengths And Weaknesses [View article]
    Why would GS share the goodies with the retail investor unless it was in their interest to do so?

    GS is not dumb, on the contrary. My money is with GS.
    Mar 31, 2015. 07:52 AM | Likes Like |Link to Comment
  • SanDisk Will Be Just Fine [View article]
    Agreed. I bot a bit late last week and have a buy-stop in at 66.74
    Mar 29, 2015. 11:40 AM | Likes Like |Link to Comment
  • Con Edison's drop into the close coincides with NYC building collapse [View news story]
    latest reports indicate ED knew of a problem in the building. I would expect lawsuits going out for several years. ED is the deep pockets in this situation, so there will probably be negative press coverage for a long time to come.

    ED's a buy imho
    Mar 29, 2015. 08:57 AM | Likes Like |Link to Comment
  • Is The Railroad Correction Justified? [View article]
    If we ever get a recovery in energy prices, there ought to be a major correction in transport.
    Mar 28, 2015. 09:39 AM | Likes Like |Link to Comment
  • Chevron looks to sell Caltex Australia stake [View news story]
    Another sign that CVX is having problems. If their management is so astute, why are they selling at the bottom?
    Mar 27, 2015. 08:11 AM | 6 Likes Like |Link to Comment
  • Con Edison's drop into the close coincides with NYC building collapse [View news story]
    buy ED. It's an overreaction
    Mar 26, 2015. 04:36 PM | 4 Likes Like |Link to Comment
  • Oil Will Bottom In 3 Weeks: A Comprehensive Analysis Of Domestic Oil Production [View article]
    Speak for yourself. I've been taking some SLB and OXY profits off the table today.
    Mar 26, 2015. 01:09 PM | 1 Like Like |Link to Comment
  • North Dakota drilling rig count drops below 100 [View news story]
    Historically, there has been roughly a six month lag from changes in rig count to changes in production.
    Mar 26, 2015. 08:15 AM | 2 Likes Like |Link to Comment
  • Fluor wins polysilicon plant engineering contract [View news story]
    go FLR!!
    Mar 24, 2015. 09:17 AM | Likes Like |Link to Comment
  • Oil Will Bottom In 3 Weeks: A Comprehensive Analysis Of Domestic Oil Production [View article]
    Here's an interesting presentation showing that US shale production has years, not decades, ahead of it.

    http://bit.ly/1OtfPIL
    Mar 23, 2015. 07:50 PM | Likes Like |Link to Comment
  • Oil Will Bottom In 3 Weeks: A Comprehensive Analysis Of Domestic Oil Production [View article]
    Hi Doug-
    I'm watching a presentation of IEA's medium term oil market report. He states there that they expect the US sweet spots to be exhausted by 2020, which is only five years out, and the average marginal cost in the US to rise significantly thereafter.

    Five years is well within my investment horizon. Do you have any thoughts on the sweet spot point?

    http://bit.ly/1C575lC
    Mar 23, 2015. 02:13 PM | Likes Like |Link to Comment
  • Flowserve to supply valves to Klabin's new pulp mill [View news story]
    Go FLS!!
    Mar 23, 2015. 07:47 AM | 2 Likes Like |Link to Comment
  • Confidence in airline stocks picks up again [View news story]
    Wasn't there an airline etf a couple of years ago called FAA? If there's a new one coming it surely must indicate that the industry is at a cyclical peak.

    Airlines have benefited from declining fuel costs. That decline is almost over, if not over already.

    My favorite airline, not mentioned in the article, is ALK. When we get a major correction in airlines I'll be a buyer.
    Mar 22, 2015. 09:40 AM | Likes Like |Link to Comment
  • Federal fracking rules set to be unveiled tomorrow [View news story]
    In fact, wasn't that the reason why the TRRC was created in the first place?
    Mar 21, 2015. 11:46 AM | Likes Like |Link to Comment
  • U.S. rig count falls for 15th straight week [View news story]
    At this rate, there will be negative one rig working in 20 weeks. Obviously something is going to change pretty soon.
    Mar 20, 2015. 01:42 PM | 8 Likes Like |Link to Comment
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