redbaron

For Your Perusal: The Glory of Free Market Oil Supply

But what if the chart is showing a long term trend, and they are actuallying finding less oil? It is a certainty that price was not limiting production during this period of time. Indeed, if it was not price, what was it that resulted in lower production of oil in the free market world? We won't know for sure immediately, but what if peak oil has already happened? What then? So many of the pundits want to argue against this situation, but I think it is happening.

Finding Small Smart Grid Plays

What JCI products are used, or potentially used, in the smart grid? I own the stock, and was unaware of this connection. Here I have been looking for such a stock, and I already own it. Could the author or anyone else share more information on the JCI smart grid products, and how they work within the smart grid connection?

Betting on Natural Gas, Part II: Investing Ideas

While I can't claim any particular expertise on the subject, we are long COP, XTO, HGT, and a few others as well. We think that one should try to have some income from these investments, while waiting for the strategy to work out.

Natural gas has to be part of our country's overall energy policy, or so we think, because, 1) we have so much of it, 2), it burns clean, 3) we don't have to import it. We need to be doing more working toward adapting this fuel for transportation uses. We are also long CLNE, but that of course does not generate any income.

Bove's Wells Fargo Call Sinks Markets

Is there any reason for this post? Most of us already know what Bove said and did. Does the author have anything else to say? If not, why even bother?

Now We're Really Due for a Pullback

Think, 'Wall of Worry'.

Galleon Group's 50 Largest Holdings

Short eBay, perhaps? I have done so successfully a couple of times in the past, but have no position currently. They report earnings next week, or so I just read; perhaps we won't have long to wait to see how this one plays out.

I need a good short in my portfolio now, given my overall long positions, so may have to give this some more thought. Better think quickly!

The End of the Oil Age? Not Quite

I agree with the Fitzman, but also can't understand why Barron's would print something so far from 'conventional wisdom'. To me it is quite obvious that oil/gas will be the US's transportation fuel for a long time into the future. Natual gas could supplement that, if we get our act together, but we have yet to start. The current administration is part of the problem, but lets not forget previous administrations and their failure to also act. It is October of 2009, and the current administration is still adjusting to a multitude of other major problems.

Oil Producers: Lower CDS Spreads, Higher Equity Prices

A nice review, but I was waiting for a recommendation, or conclusion, which seems to be missing. Does the author have some final thoughts?

ConocoPhillips Plans Two Year Makeover

A fair, logical evaluation. Thank you for sharing. I own the stock, also, and agree with your conclusions.

Faber, Rogers, Dent and Celente: Collapse Dead Ahead

What Jeez said, but he said it better.

Can Bud Climb Higher with Natural Gas in the Tank?

I am also long NG, owning CLNE, COP, XTO and several others. Converting more fleets to CNG has to happen, IMHO, for the good of our nation.

eBay Takes a Step Backwards

As a seller, it is now becoming much more obvious to me why my sales have recently tanked. If this continues, I am going to have to make some serious decisions about my long term relationship with this company. I am paying listing fees, and buyers are not even seeing my listings when they search for my items, or so it seems to me. If I am some how mis-understanding what all of this means, Scott, please straighten my out, but it seems to me that much of the poor selling results I have seen in recent weeks, you have just explained. Buyers are not seeing search results that show them my listed items, when they search for listings with my titles in their stated searches.

Looks Like a 'V' to Me

Right On! But while this was becoming obvious, my accounts have more than doubled and without using margin,leverage or options; just small cap stocks. The best part of this bull market may have already occurred, and most analysts are still waiting for the other shoe to drop. The author has it right, but how much better would it have been to have seen this on March10?

Investing: What to Do When the Music Pauses

Good article, and one with which I completely agree. The funds on the sidelines gradually continue to come to the market, allowing the market to climb that wall of worry. The negative sentiment continues to fuel this rally, and I don't see what will change this behavior.

I still am cautious about October, and once we get beyond that there will be more emphasis on window-dressing portfolios going into the year end, or so I think. As a money manager, would you want to be 80% in cash, when the market was up 50%? I think not, and at some point, there will be some additional window dressing bringing more cash into this market, as we approach the end of the calendar year.

Markets: Reversion to the Mean or a Really Mean Reversion?

I have been in small cap stocks heavily all the way in this rally, and I have beat the Dow & S&P by about two-fold since January 1 of this year. I have posted nearly all the way here on SAS, and have been shouted down by the sort of logic above all the way. This has been, so far, the best year I have ever had in 45 years of investing, and you are going to have a hard time convincing me this is not a bull market. Sure, it will correct at some point, but the stocks I invest in were definitely over-sold, and are still bouncing back.

I took some money off the table a couple of months ago,and the stocks I sold continued right on up without me, so I got back in and have not been sorry. I have some cash in reserve, but this advance seens relentless to me. Why not enjoy the ride?