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jpmar

jpmar
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  • EIA Natural Gas Inventory: -73bcf. Futures -0.57% to $3.67 [View news story]
    33 bcf below last year. 168 bcf to get to the 5 yr average.
    Dec 6, 2012. 12:46 PM | Likes Like |Link to Comment
  • The Nonfarm Payrolls Number Is Negative In A Weird Way [View article]
    What about the implications for the election? A poor number raises the odds Romney is elected, therefore positive for the markets.
    Oct 5, 2012. 10:06 AM | Likes Like |Link to Comment
  • Why Natural Gas Has Not Lifted Coal Stocks [View article]
    Your gas turbine efficiency numbers are high. Only the latest CCGT hit 60% efficiency. Most the install base is well below 60%. Also the Brayton cycle is in the 30-35% efficiency.
    Sep 23, 2012. 10:06 PM | Likes Like |Link to Comment
  • The Market Should Go Lower, But ... [View article]
    Paul,

    What's your taken on the 39 bcf build in gas and subsequent sell off?
    Jul 7, 2012. 03:01 AM | Likes Like |Link to Comment
  • 5 Reasons Why General Electric Shares Should Be Heading Lower [View article]
    Mex,

    I was merely pointing out the inaccuracies with the author's information and my differing analysis.

    I agree that if the scenario is continued financial turmoil, it will be a bumpy road for all cyclical stocks. Although, GE has significantly delevered and reduced exposure to more financially sensitive aspects of itsl BS. IMO, this explains the outperformance to SI.
    Jul 7, 2012. 02:54 AM | 1 Like Like |Link to Comment
  • 5 Reasons Why General Electric Shares Should Be Heading Lower [View article]
    There are several issues with this article:
    1. Siemens does not have an aviation business
    2. GE industrial margins are several points higher than Siemens ...
    3. GE Capital is the reason for the much higher debt levels ... Comparing the balance sheets in your analysis is an apples to oranges comparison. GE financial arm is significantlyless leveraged than comparable financial institutions.
    4. Strengthening dollar has little effect on naturally hedged global supply chains.
    5. Divi payout ratio less than 50%. Littl risk unless we get an all out meltdown.
    Jul 6, 2012. 12:31 AM | 5 Likes Like |Link to Comment
  • Mr. Icahn, Chesapeake Energy Shareholders Stand Behind You [View article]
    I have voted against all board recommended issues. I have 12,900 shares. I stand behind CI.
    May 30, 2012. 01:40 AM | Likes Like |Link to Comment
  • Why Vestas Is Undervalued [View article]
    Too many downside catalysts here.
    1. End of US PTC
    2. Notorious for guidance misses
    3. No pricing discipline
    4. No gas glut end in sight

    Only upside is a take over bid from an energy or PE suitor. I wouldn't bet on that with your money.
    Feb 23, 2012. 02:20 AM | Likes Like |Link to Comment
COMMENTS STATS
8 Comments
6 Likes