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  • Why Gilead Is A Better Buy Than This Rival [View article]
    Both are great Co's. My issue with GILD is their is coming competition in all their blockbuster drugs. Competition will be fierce. Not so much with Celgene's pipeline. So I'd rather own CELG for a long term hold.
    Jul 24 11:42 AM | 4 Likes Like |Link to Comment
  • Why Marathon Petroleum Is A Buying Opportunity In A Good-Yielding Stock [View article]
    One of the best articles from Seeking Alpha I have seen in a while. Thanks for pulling this together. What is interesting about the export of crude, even if lets say Oil Cos were allowed to export more than your assessment of the facts; by some estimates it could cost $8-$15 to export, the infrastructure is not there to support it for two years if work started today, and international refineries are not all that ready to process the excess paraffin from Eagle Ford. One analyst all excited about the export ruling claimed by end of August we'd be exporting 800K bpd. Such a ridiculous assessment. I bet we haven't exported one drop by then. The cost\benefit analysis doesn't support it. And refiners can make a lot of $ with a $15 spread cushion.
    Jul 23 08:05 AM | 1 Like Like |Link to Comment
  • Report: Oil going through distillation tower not impacted by crude export ban [View news story]
    Good response retired358. Too much mush in the euphoria. Refiners really don' even want to refine the light crude, they don't make a lot on it anyway. They would love to shift this to the oil producers, and process sour crude. Especially, VLO, MPC and PSX. Keystone will be huge to refiners. The bottom line is we still import 7-8M BPD, to export would mean we would import more to net/net zero. I think the refiners will come out even better when the smoke clears.
    Jun 28 11:17 AM | 2 Likes Like |Link to Comment
  • Marathon Oil: Focusing More On Unconventional Plays [View article]
    Heena great article. MRO also has promising assets in the Gulf and Iraq. I understand the Iraq find is massive and MRO is still assessing how big it is, with the politic's in the country it could end up being another Libya, where they don't even count the Libya production.
    Jun 28 10:07 AM | 2 Likes Like |Link to Comment
  • Isis: Long-Term Kynamro Adverse Events May Apply To Entire ISIS 2.0 Pipeline [View article]
    This reminds me of Genta's antisense programs. I always thought ISIS pretty much copied Genta's drug, just my opinion. Antisense never panned out for Genta. I think what the author says is spot on.
    Jun 26 08:16 PM | Likes Like |Link to Comment
  • Eagle Ford condensate producers win, refiners lose in oil export decision [View news story]
    White House came out and said their is no change in oil export policy. We maybe getting ahead of ourselves. What they allowed is not significant, about zero effect. Even if the Gov allowed exporting, it wouldn't be that significant to world daily volumes. We still import 7-8 million BPD. Let's come back to earth!
    Jun 25 07:41 PM | 15 Likes Like |Link to Comment
  • Quick Consequences From Obama's Freeing Of Crude Exports [View article]
    Where will they ship it too? Most of it will still need to be refined by US refiners here.
    Jun 25 08:42 AM | 1 Like Like |Link to Comment
  • Insiders Are Selling Valero, Should You? [View article]
    Care to comment on the Barclays upgrade to $75 and Cohen's? They are pointing to the burgeoning glut of WTI and it will have a dramatic impact on the spread, and sets up the refiners to move much higher. These are reversal opinions after it was learned that the drawn down in Cushing was mostly a transfer to massive storage terminals in the gulf. Additionally, if the refiners can't get the price they want they are getting it from new pipelines that have recently went on line from west Texas, and letting the Cushing oil sit.
    May 7 10:13 PM | 1 Like Like |Link to Comment
  • Gilead, Alexion, Biogen, Or Celgene: 1 Mindboggling Metric Identifies The Best Value! [View article]
    I like GILD my problem with the analysis is that the Hep C market will have considerable competition by a number of drug companies. Some think Merck's drug maybe better. I personally like CELG, because they don't have this problem. There markets have been tough to crack in the cancer spaces they target. Plus their pipeline is very attractive.
    Apr 27 10:27 AM | 1 Like Like |Link to Comment
  • Ruthigen IPO Set To Soar; Tetraphase To Find Lower Floor [View article]
    I wasn't sure if this is a hack job or poor analysis by comparing two different drugs two different markets. The CDC just release data on deaths and people with hospital infections, huge problem. Market potential is growing almost at an epidemic rate. The point in the article that resistance could develop before TTPH's its cIAI, and CUTI drugs completely escapes me. Why not say the same for Cubist's drugs or any anti-biotic under development from any other Co. Also, the drug would need to be in wide use for a resistance to build up specifically for TTPH's drug. The wide spread bio-tech sell off is creating a great value here. Have you ever noticed when bio's start going down, these stories crop up to put more downward pressure on the stock. Makes you wonder who is getting paid by who.
    Mar 26 09:44 PM | Likes Like |Link to Comment
  • ModernGraham Annual Valuation Of Marathon Oil [View article]
    It looks like your growth projections are way off. MRO has one of the best in E&P. Also reserves shot up.
    Mar 18 06:17 PM | Likes Like |Link to Comment
  • BP (BP +0.2%) brought in a combined $5B from the sale of its Texas City and Carson refineries, more than the $4B it initially had expected to get from the properties, but while each deal equaled $2.5B, the price for the actual facilities is far apart. The bulk of the Marathon (MPC +7%) deal is the inventory the facility held; the refinery itself was sold at nearly half the price of Carson. [View news story]
    Steal of the Century.
    Oct 11 08:53 PM | Likes Like |Link to Comment
  • This Oil Stock Bargain Has Takeover Potential And It Trades Below Book Value [View article]
    NBR's essentially wrote down all they could including the toilets. This is probably as cheap as it is going to get. This stock takes patience. You buy value stocks like this at rediculous prices and sit on them. I view Teva and MRO the same. Every portfolio needs a few value plays that just require time.
    Oct 3 08:40 PM | Likes Like |Link to Comment
  • Valero Continues To Impress [View article]
    I agree, VLO is a great buy. Thanks for the article!
    Sep 27 07:59 PM | Likes Like |Link to Comment
  • Marathon Oil: On Sale At $30 [View article]
    MRO's growth rate over the next 4 years is estimated at13% to 15%, XOM is near flat. Thats where the value is in MRO. Eagle Ford not even mentioned and its there biggest play. MRO hasn't determined the scope of it. But every well they drill is a commercially viable well, and they are about to secure a massive amount of additional acreage. Also they have alot of acreage and drilling activity in the Bakkan.
    Sep 26 08:47 PM | 1 Like Like |Link to Comment