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  • VIX creator unloads on VXX [View news story]
    Where does XIV go over time?
    Jun 27 01:37 PM | Likes Like |Link to Comment
  • Swift Energy's CEO Discusses Q1 2014 Results - Earnings Call Transcript [View article]
    looks good to short, if there is manipulation as you say, more reason to short, no plans for asset sales for the remaining quarter i dont see any reason not to
    May 3 03:46 PM | Likes Like |Link to Comment
  • Yandex N.V. EPS of $0.23, beats on revenue [View news story]
    weak ruble. getting weaker. not good for adr.
    Apr 25 09:52 AM | Likes Like |Link to Comment
  • The best is yet to come for U.S. refiners, UBS says [View news story]
    no mention of possible exporting of oil
    Apr 4 11:47 AM | 2 Likes Like |Link to Comment
  • Refiners Are Alive [View article]
    there is no bonus in selling gasoline retail. you make money through volume and navigating rising/falling gasoline prices. if prices go up up up or down down down, you make money. up and down, you break even or lose. i think thats the future for refining also similar in commercial airlines.
    Mar 19 11:45 AM | Likes Like |Link to Comment
  • Refiners Are Alive [View article]
    For week 3.14
    Domestic output averaged 8.2 million barrels per day, up slightly in the week. Oil imports edged slightly lower, to 7.3 million barrels per day.
    Wti is currently at 100, Brent is currently at 106.
    the domestic output is rising while imports are falling. Big oil spun out refineries before drilling unconventional petroleum which includes shale, tar sands in canada, horizontal drilling and using pressure to break rock formation. you can see the spread collapsing because of the logistics. approaching the summer you will see a drop in canadian oil which may lead to outsourcing. at that point the spread might widen due to imports. its counterintuitive. imports raise brent prices and at the same time cushing backs up with oil. thats bad logistics. my opinion, it explains out performance in psx, vlo, mpc, tso and under performance of alj, wnr, hfc, dk. the former are vertical with midstream. but they are just paying themselves to transport to themselves. that should be priced already especially with the absence of a differential in the future.
    Mar 19 11:37 AM | Likes Like |Link to Comment
  • Shell says Ho-Ho pipeline in Texas shut after accident causes leak [View news story]
    is there a date of the accident?
    Mar 7 03:25 PM | Likes Like |Link to Comment
  • Some say Petrobras looks cheap, others see lost credibility as shares hit lows [View news story]
    widow maker, restructuring for the future
    Feb 27 10:42 AM | Likes Like |Link to Comment
  • Refiners Are Alive [View article]
    deteriorating margins for refiners without midstream assets. phillips 66 investing in midstream/chemicals and less investment in refining gasoline. growth in refining capacity abroad and european refiners resuming access for libyan crude bad mix for exports. if we see less capacity utilization then I would say volume hit by exports. little incorporation of gulf coast pipeline of 700k/day in discussion of refining segment. i think with most planned turnarounds behind us, the future is high product fuel inventory going forward. i would sell refiners specifically DK, ALJ, WNR, HFC.
    Feb 27 08:56 AM | Likes Like |Link to Comment
  • Getting The Dope On These OTC Cannabis Stocks [View article]
    i think netherlands and netherland like countries have a high concentration of people who are susceptible to cannabinoids. I don't think most people like specifically marijuana. i think its overpriced also for now. even after its legal, the ease in producing the drug will induce black market competition that is tax free. i think it will be like online casino's in terms of profitability when they are legal. basically its really hard to corner the market and raise prices in my mind. its like selling retail gasoline, it used to be profitable but now it sucks and not worth the trouble.<--in america.
    Feb 8 12:00 PM | Likes Like |Link to Comment
  • Getting The Dope On These OTC Cannabis Stocks [View article]
    maybe not guaranteed to be in the billions, but these growers, if you read there posts, they are almost like chemists in problem solving. The equipment w/ exception to lights last. they grow more than enough for themselves and their friends. like clockwork also. they are like hackers are to computer science. basically wrong side of the law but high functioning. i dont think marijuana revs will be like people are imagining. i don't think the drug works well with most peoples chemistry either. but there is the fertilizer and its high prices. just something to think about as marijuana comes out of the black market.
    Feb 8 09:50 AM | Likes Like |Link to Comment
  • Getting The Dope On These OTC Cannabis Stocks [View article]
    after consolidation, wouldn't you agree thats where the guaranteed money is. not all growers swear by every product on market, but they agree on what works well even when they mess up despite the premium paid. fertilizer isn't easy to make either<---added value

    energy cost for growing is high (lights,filter,heating... people stick with what works and bash fertilizers that don't. also, quality products every time you purchase matters or you can damage plants <--all damage diminishes quality/yield of final product
    Feb 8 09:30 AM | Likes Like |Link to Comment
  • Getting The Dope On These OTC Cannabis Stocks [View article]
    specialized fertilizer for marijuana will ultimately be the winner of space. my 2cents.
    Feb 8 09:13 AM | Likes Like |Link to Comment
  • Phillips 66: Growing With The Refining Segment [View article]
    If the ban isn't lifted, oil will be bottlenecked. Domestic sourced oil will price lower similar to natural gas. Big oil would cut back on production + jobs. Maybe a few thousand for export.
    Feb 7 05:21 PM | Likes Like |Link to Comment
  • Phillips 66: Best Play On Domestic Shale? [View article]
    have you considered that low domestic oil prices (some lower than wti) could cut production for some similar to natural gas rig cuts.

    you also have not mentioned the gulf coast pipeline, roughly 850k barrels to houston refiners within weeks.

    chinese economy slowing matched with european economies abrupt drop in demand for gasoline.

    crude production worlwide rising.

    maybe phillips will grow earnings but the smaller refiners NTI, PBF, WNR, DK, ALJ. not so sure.
    Jan 24 02:00 AM | Likes Like |Link to Comment
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