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lakeside

lakeside
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  • The Implosion Is Near: Signs Of The Bubble's Last Days [View article]
    I assume Mr Stockman is 100% into cash and/or US Savings Bonds. It would be nice to hear what he puts his cash (other than real estate or gold).
    Jul 20 11:37 AM | Likes Like |Link to Comment
  • Kodiak Acquired - Who Is The Next Target In The Bakken? [View article]
    I'm not aware that Rex Energy is operating in the Bakken (North Dakota).
    Jul 14 01:45 PM | Likes Like |Link to Comment
  • Apple Market Share: Slip, Slipping Away [View article]
    On a down day for the market, AAPL is up (again).

    Whenever I see these articles, I realize the analyst does not know what business Apple is in.
    Jun 24 02:22 PM | 1 Like Like |Link to Comment
  • Apple Market Share: Slip, Slipping Away [View article]
    On another down day for the market, AAPL is up (again).

    When I see these articles, it tells me the analyst does not understand what business Apple is in.
    Jun 24 02:19 PM | Likes Like |Link to Comment
  • Halcon Resources: The High Debt And The High Key Multiples Continue Going Hand In Hand [View article]
    I love the disclaimer: "The opinions expressed here are solely my opinion and should not be construed in any way, shape, or form as a formal investment recommendation."

    The writer certainly has a high opinion of himself.
    Jun 13 08:35 AM | 5 Likes Like |Link to Comment
  • ConocoPhillips: Will Dividend Growth Accelerate? [View article]
    A lot.

    Seriously, even if you don't own enough shares to be meaningfully affected by a dividend increase, there are other things that follow: the big one is this -- a dividend increase, particularly if it's "substantial," sends a powerful message that the company expects to continue doing well going forward. They are not going to announce a dividend increase, only to have to cut it going forward. Cutting a dividend is bad, bad news for a shareholder (unless one is "short").

    The good news generated by the announcement of a dividend increase generally results in price appreciation. Quick: what's the P/E for Chevron? What's the dividend rate? That pretty much answers the question for majors which are pretty much like utilities now, as far as investing goes.
    Jun 1 10:59 AM | 2 Likes Like |Link to Comment
  • A Strong Fourth Quarter Leads To Impressive Full-Year Guidance For MDU Resources [View article]
    Wow, this is a professional analyst? I've made similar mistakes (in fact, bigger ones) but I'm just a layperson.
    Feb 5 09:52 AM | Likes Like |Link to Comment
  • A Strong Fourth Quarter Leads To Impressive Full-Year Guidance For MDU Resources [View article]
    FQ1?
    Feb 5 09:51 AM | Likes Like |Link to Comment
  • 3 Catalysts Behind My Decision To Remain Bullish On Shares Of Kodiak Oil & Gas [View article]
    I agree; there was nothing new in this article.
    Oct 21 06:10 PM | 5 Likes Like |Link to Comment
  • 4 Strong Companies In The Bakken Oil Play [View article]
    XOM is in the Bakken through XTO. XOM is such a huge company, the Bakken will not move the needle for XOM.

    MRO is also not one of the "bigger" names in the Bakken.

    Not including Oasis in the list of operators in the Bakken was a huge oversight.

    I don't know how someone with this many mistakes can say: "With KOG's operations in the Bakken shale, they will continue to be profitable." It suggests the author does not realize that KOG only has operations in the Bakken. Without Bakken operations, there is no KOG.

    The author states the horizontals go "more than 3 miles." There may be a couple of 15,000-foot horizontals, but they are all one-mile or two-mile horizontals.

    I would not use this article for a reference. Way too many errors.
    Oct 19 08:20 AM | 1 Like Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    I don't get it.

    Some time I linked a very good site to provide readers with some relevant information related to the SA article. The comment was deleted and I was warned by SA that I would be thrown off the site if I continued to link other sites.

    Now I see that this guy is using SA to hawk his own newsletter. Sort of like Motley Fool.

    SA risks losing its own "ecosystem."
    Sep 14 08:36 AM | Likes Like |Link to Comment
  • Bakken Oil Production Growth Has Slowed Significantly In 2013 [View article]
    You probably should have waited until the Director's Cut came out -- the July production data came out yesterday.

    Bakken oil surged 6.4% month-over-month.

    Well completions surged:
    102 in June; 251 in July.

    August permitting jumped to 276 from 179 the month before.

    I would say this is pretty good: six years into the Bakken boom on the North Dakota side of the state line. Even the most knowledgeable experts on the Bakken thought North Dakota would product 850,000 bopd by the end of the year; they hit 874,000 bopd by the end of July, several months ahead of most optimistic projections.

    I don't expect this to be repeated in July, but things are going pretty well in the Bakken.
    Sep 14 06:52 AM | 3 Likes Like |Link to Comment
  • Leap Wireless: Popping On Dish Speculation, But Should You Buy It? [View article]
    ATT to buy Leap Wireless.
    Jul 12 05:19 PM | 1 Like Like |Link to Comment
  • Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013 Part V [View article]
    Thank you very much for all you do.
    May 29 11:46 PM | Likes Like |Link to Comment
  • The Real EUR Of EOG's Bakken Shale Wells [View instapost]
    It might be interesting to check the share prices of the four companies recommended back in January: JRCC, ANR, ACI, and BTU with a follow-up article.
    Mar 6 08:34 PM | Likes Like |Link to Comment
COMMENTS STATS
58 Comments
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