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    • Sat Jul 5th 22:52 PM | Rating: 0 0
      Commented on:
      IEA's Oil Market Outlook: Off the Mark
      It seems it will take wrecking the world economy to bring down the price of oil. What is the point of that?
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    • Sat Jul 5th 15:58 PM | Rating: 0 0
      Commented on:
      The ATM at the Airlines
      I believe consumers would understand (but not like) a surcharge for rising fuel costs. Let this cost float with the price of jet fuel at the time they make the reservation. It may be a $400 flight has a $75 fuel surcharge; so be it. Get the cost out front, transparent, and get rid of the silly nickel and dime stuff which are just surrogates for real issue of high fuel cost.
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    • Wed Jul 2nd 02:07 AM | Rating: 0 0
      Commented on:
      Are Airlines Stocks a Contrarian Opportunity?
      Opinions on the bottom for UAUA, AMR, and LUV; assume oil will go to 150.
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    • Sun Jun 29th 22:37 PM | Rating: 0 0
      Commented on:
      Are Airlines Stocks a Contrarian Opportunity?
      I agree except if oil gets to $170 that could literally drive UAUA and AMR into bankruptcy. LUV will survive unless crude gets to $250, which could happen. I carry some airline stocks as a hedge against a fast oil drop.
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    • Tue Jun 24th 22:35 PM | Rating: 0 0
      Commented on:
      What the Fed May Say Tomorrow
      The Fed can not control the price of oil, lets get that out the way.
      Its tight supply and geopolitical threats that threaten to cut off supply and the fact that the Saudi's have little spare capacity and the other suppliers have no spare capacity.
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    • Tue Jun 24th 22:32 PM | Rating: 0 0
      Commented on:
      Investors Look to the Fed for Signals on Inflation and Interest Rates
      The weak dollar is just one of at least three factors setting oil price.
      A 25 point hike could move oil down to $120 but if supply tightens or Nigeria or Iran issues flare up we will be right back to $135 or higher.
      View article »
    • Sun Jun 22nd 16:43 PM | Rating: 0 0
      Commented on:
      Barron's Banks on $100 Oil
      All the Saudis have to do is open up the spigot wide for a few months or so and oil prices will plunge. They used to do this to discourage new E&P, alternative energy sources.
      View article »
    • Fri Jun 20th 00:45 AM | Rating: 0 0
      Commented on:
      Saudi Oil Meeting Scenarios
      OPEC does not want the high price to encourage major exploration and production (E&P) projects that would reduce our reliance. USA companies are afraid the price will drop after they committ to expensive E&P. The oil still oozes out of the sand; we gotta dig through the ocean. THis is the stalemate. Canada is not part of OPEC and supposedly they have huge potential with sand oil. Wh not work with them?
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    • Sun Jun 8th 14:50 PM | Rating: 0 0
      Commented on:
      Time to Buy Airline Stocks?
      I have about 10% of my porfolio in airline stocks; this is how I'm playing my bet that crude oil will come down in the next few months.
      Oil company stock is not going up anymore with crude oil; I take this as a sign of a peak. There is still risk of course and if I see a slide, I'll take the loss and get out.
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    • Sun Jun 8th 14:04 PM | Rating: 0 0
      Commented on:
      $125 Oil Not Sustainable for the Time Being
      T. Boone Pickens offered a very simple analysis: supply is 86 million barrels/day and supply is 85 million barrels/day.

      My opinion:As long as demand exceeds supply, futures traders can put te price higher, what is there to stop them? Once supply is greater then demand and the futures traders want to go short in mass then the price will drop.
      View article »
    • Mon May 5th 20:48 PM | Rating: 0 0
      Commented on:
      Two Analysts Who Are Liking Apple Now
      Wu issued his downgrade a day before earnings which is strange; at that late stage one would think wait until earnings to change the rating. If you wanted to impact the price before earnings that was the time. I didn't buy his rating and bought more on the dip.
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    • Sun May 4th 15:54 PM | Rating: 0 0
      Commented on:
      On Yahoo/ Microsoft: Jerry Yang Should Be Fired
      Yeah, Yang should be fired. This is an example of need to rotate management when the company reaches certain tier levels. Yahoo is back to being somewhat irrelevant again. Ballmer is not going to waste his time again with YAHOO unless he has an adult over there to negotiate with.
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    • Sun May 4th 12:16 PM | Rating: 0 0
      Commented on:
      How Much Will Jerry Yang's Ego Cost Yahoo Shareholders?
      YHOO stock will dive no doubt but it proably won't go down as far as people think cuz there will be enough hopefuls out there that believe a deal will be done. I think msft is done here. Maybe if Yang exits talks could resume. Yang is no different than Jobs with regard to stockholders on valuation except Jobs is able to bring his company back to a smokin price. Yang must have a pretty weak board.
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    • Sun May 4th 12:10 PM | Rating: 0 0
      Commented on:
      How Much Will Jerry Yang's Ego Cost Yahoo Shareholders?
      I bought a few yhoo calls on Friday and they will be worthless. I am primarily long MSFT and GOOG but I figured even Yang would accept an offer that was probably a few bucks higher. As much as I wanted MSFT to walk away I figured commnon sense would prevail on this one. Are there no adultss over there at the YHOO campus?



      View article »
    • Fri May 2nd 14:42 PM | Rating: 0 0
      Commented on:
      Microsoft's Ballmer Says: Announcement Coming "In Very Short Order"
      Ballmer lost the initiative he had. MSFT is now positioned as the party in need now. This is not what I want as I have a big position in msft.
      I just hope msft does not overpay for yhoo at this point.
      View article »
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