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Coolbluelake

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  • The Three Stocks It’s a Mistake to Hate [View article]
    RIG is a nightmare still.
    Jul 24, 2015. 07:02 PM | Likes Like |Link to Comment
  • Breaking Down The Integrated Oil Companies - Chevron [View article]
    David, your research is outstanding. Obviously, you put a great deal of time and effort into this report, thank you. I have owned XOM but went all in on CVX years ago. I doubled my money on CVX and thus sold off half of my holding, putting the profits into EOG and PXD. I am a bit heavy on energy(aprox 25% of my portfolio, thus I have been beaten up with oil/natgas tanking. However, since I have been buying CVX eleven years ago at an entry price of $48 bucks, plus throw in a split, I have done quite well.

    I would like to see Chevron buy Pioneer(PXD) or Whiting(WLL) while they are down, but I just don't think CVX can afford it. I hope I am wrong there. Anyway, CVX is a great integrated and I still like it better than XOM or any other IOC. Gregg
    Jul 21, 2015. 12:47 AM | 6 Likes Like |Link to Comment
  • Why Union Pacific Is Becoming An Attractive Gem [View article]
    The trend will continue. Rails are growing their business when you look at it. New products are going the rails and will more than make up for the coal and oil they lose.
    Jul 15, 2015. 06:33 PM | Likes Like |Link to Comment
  • Why Union Pacific Is Becoming An Attractive Gem [View article]
    Where I believe Union Pacific will grow is in the intermodal sector. Think about it, the rails eliminate trucks on the highways by bringing those trailors across long stretches of our nation. That means less truck drivers are needed(by the way, there are not enough commercial drivers for all the trucks out there) and more and more product is going by rail. Union Pacific is like a utility since it has a virtual monopoly on the service it performs. Building a railroad to compete is out of the question, so UNP can pretty much dictate the rates it charges and those rates can easily be kept lower than what truck transport would charge. The rails are a great investment for the long term for that reason.
    Jul 15, 2015. 06:29 PM | Likes Like |Link to Comment
  • Bakken Update: EOG Well Pad Produces Revenue Over $200 Million In 2.5 Years [View article]
    Mike, you have illustrated an amazing story on EOG and so many of the domestics in many of the close to 500 stories you have written for SA. That's one heck of a lot of research my friend. Thank you so much for passing your knowledge on to the rest of us. Gregg
    Jul 14, 2015. 08:57 PM | 2 Likes Like |Link to Comment
  • Bakken Update: EOG Well Pad Produces Revenue Over $200 Million In 2.5 Years [View article]
    Mike, loved the EOG story you painted for all of us who follow/own this company. As you know, I own it and am sticking with it in these tough times for oil/gas. This is a beautifully done article. Your graphics and well numbers really help us understand what is going on with this company too. Nice job as always and thank you my friend for being so meticulous with the facts on EOG. Gregg
    Jun 30, 2015. 12:34 PM | 3 Likes Like |Link to Comment
  • Why Investors Should Buy Qualcomm Instead Of Intel [View article]
    Qualcom is a much better company to hold long than INTC. I like Skyworks(SWKS) too, but it has gone up so much, you may be chasing that one, rather than getting in at the right time. If SWKS drops in August as most chip stocks do, buy it and buy QCOM too if you want to do a doubleplay to own long, rather than just one. Spend half your cash on each.
    Jun 28, 2015. 05:15 PM | Likes Like |Link to Comment
  • Kinder Morgan: You Sell, I'll Buy [View article]
    Uncle Pie, like you, I owned EPD and thought it was the greatest money maker since bootlegged whiskey. I sold it after about a year because the tax issues with a partnership were just too complicated. Then along came KMI and I jumped in late last year. Last week I sold it all due to all the negative press it has been getting and rightly so. If interest rates go up, KMI is in trouble. The dividend may be unsustainable and the debt is getting pretty ugly. Richard Kinder is a great guy, don't get me wrong, but this stock appears to me to be built like a house of cards right now. I sure didn't like selling this company, but I exited to find something that is not going to suffer like this is with low oil dragging it down. Sorry guys, but I am negative on KMI.
    Jun 16, 2015. 04:46 PM | 2 Likes Like |Link to Comment
  • My Favorite Utility Stock: 41 Consecutive Years Of Increased Dividends [View article]
    Con Ed has one major problem. It must take care of aging NYC infrastructure lines that are hard to get to and are falling apart in NYC. The water, gas and electrical grid that is under so much concrete is going to be a major problem as it ages and breaks down. A better electrical utility is Public Service Enterprise Group located mostly in Connecticut and New Jersey(PEG)
    Jun 16, 2015. 02:47 PM | Likes Like |Link to Comment
  • Union Pacific: Destroyed Or Discounted? [View article]
    I'm with you youngdiv, UNP cannot be duplicated by some new IPO and I don't care what anyone says, shipping by rail is the best way to move just about anything. I like trucks too, I own Cummins(CMI) as a major holding in my portfolio, but I also have been buying UNP for ten years now and I love this well run company.
    Jun 11, 2015. 01:08 PM | Likes Like |Link to Comment
  • Pioneer Natural Resources: 4 Reasons Why I Like The EFS Midstream Deal [View article]
    Sarfaraz, thank you for the information on the sale by PXD. I agree, with oil prices being so unstable and the oil producing nations so desperated to pump even more oil to make up for lost revenue, prices could go back to the mid or even low $40 range. Also, with China setting up shop in the Gulf of Tonkin, it won't be long before their oil rigs start popping up there and even more oil coming online soon. Who would have thought that oil would become so plentiful.
    Jun 2, 2015. 04:07 PM | Likes Like |Link to Comment
  • Union Pacific: Destroyed Or Discounted? [View article]
    UNP is at $104.14 right now on May 22, 2015. Anyone who thinks this company is going lower than say $100 bucks share, is..........not that smart. In a year, anyone who has gone long on UNP by buying this company while its down, will be happy they did. This is a solid company, but does it matter if you are shorting it? For those of you are shorting it, you had better be ready for the short squeeze that's coming. As for me, this stock is ON SALE right now.
    May 22, 2015. 12:04 PM | 2 Likes Like |Link to Comment
  • Union Pacific: Destroyed Or Discounted? [View article]
    UNP moves much more than crude, coal and gas. Its intermodal business is growing annually, it moves autos, products for all things used in America and overseas and is much cheaper to transport all those things than trucks and pipelines alone. America is finally using the rails as the cheap alternative for so many things and that will continue. Another great company besides UNP is Cummins (CMI) which makes great truck engines. I have been buying CMI for years as another fine American company that our trucking industry depends upon. The USA infrastructure is made for UNP, CMI and Kinder Morgan (KMI) with the rebirth of American industry taking place due to our energy independence. All three should do well for many decades as I stated above in a previous post.
    May 22, 2015. 11:59 AM | 5 Likes Like |Link to Comment
  • Union Pacific: Destroyed Or Discounted? [View article]
    Ketan,

    Thanks for the informative article on UNP. UNP is one of my major holdings and I have been buying it for eleven years now. Over that time, I have created a very nice position in this company and rolled over dividends, thus adding to my position. I, like you, also own Kinder Morgan (KMI), another nice company with great upside for the future. Both of these companies are well managed, have a product that will be in demand(need) for many years, if not decades to come. As we all know, the rails are a virtual monopoly and are moving more and more goods with each passing year. KMI is a pipeline company that is moving more and more natgas, oil and carbon dioxide across our nation too. Neither company can easily be replaced by competition, the costs to do so are way too high.

    UNP has obviously been hurt by the west coast port strike and I have a feeling that by the end of this quarter and most assuredly by the end of the next quarter, volumes for UNP will be much higher by moving the backlog of this strike.

    Now is a great time to buy UNP, while its down. I am actually doing just that. This company, like Apple(Apple) are companies that you buy and hold for the long term. ( I also own a large position in Apple). I think that now that America is coming out of its slumber from the recession and the fact that more and more companies are returning to the USA for cheap energy and transportation, UNP will be a great company for every portfolio. Thanks again for your fine article Ketan- Gregg Lorenz
    May 22, 2015. 11:07 AM | 5 Likes Like |Link to Comment
  • Public Service Enterprise Group (PEG) Ralph Izzo on Q1 2015 Results - Earnings Call Transcript [View article]
    PEG is one of the utilities that stays under the radar, not only when compared to many other utilities, but the stock market in general. I have a nice position in PEG and it has served me well over the years, just as it rewarded my parents before me. Solid company, solid region of the nation served, solid earnings, solid dividend. This is a great company to have as an anchor/cash machine in any portfolio.
    May 15, 2015. 12:09 PM | Likes Like |Link to Comment
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