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  • Exeter Resources Is A Prime Takeover Target [View article]
    Great article that demonstrates the value of Exeter whether Kinross is wise enough to buy the company out. I own both so either way a win for me.
    Mar 22, 2015. 05:19 PM | Likes Like |Link to Comment
  • Primero Mining Is A Sell As Its Black Fox Acquisition Has Been A Disaster [View article]
    I agree that PPP is worth holding. I am an original holder from the acquisition and believe there is much value in the combination of these mines. Gold will recover as will silver and all will be rewarded that demonstrate the wait for improved market climate for metals.
    Feb 15, 2015. 11:19 AM | 2 Likes Like |Link to Comment
  • SandRidge Permian Trust: Distribution Is Safe; Could Return +55% Within 1 Year [View article]
    Outstanding analysis of this trust which I have owned PER shares for a long time and have enjoyed the dividends but can do without the drop in share price. Presently, there are so many compelling values in the market I just wish I had more money to add to positions. I have added as much as possible without overdoing it. I would buy more PER if I decided to sell something else off to gain more dollars.
    Oct 18, 2014. 10:41 AM | Likes Like |Link to Comment
  • Should Chesapeake Energy Shareholders Sell Shares Of Seventy Seven Energy? [View article]
    I picked up additional shares yesterday at $24.17 and believe it will be a great buy in the long term. CHK will surely continue to use the services of SSE as well as their regular customers they are now servicing. Oil and gas exploration will only continue to grow. Sure the big players will continue to keep or gain market share but there will be plenty of business to go around in the oil path.
    Jul 2, 2014. 09:05 AM | 3 Likes Like |Link to Comment
  • Goldcorp Is On The Prowl: Other Attractive Targets For A Failed Osisko Acquisition [View article]
    Your article is very interesting and makes a good deal of sense on what GG might do should it give up on the Osisko bid. I own both GG and a good bit of PVG so either way, I would be pleased to see this come to pass.
    Apr 17, 2014. 10:20 AM | Likes Like |Link to Comment
  • Why Gold And GLD Dropped Friday And The Opportunity That Could Avail [View article]
    I agree with 212138 comments regarding the empty suit in the White House. Putin is surely not worried about this big talker do nothing but the wrong thing. Putin wants to gain control of the Ukraine due to their vast resources. Europe is not about to complain too loud as the potential cut-off of natural gas supplies would virtually leave them in the dark. Putin wants complete control of these markets to Europe. What is Obama to do, beg him to please don't do this otherwise I might have to take some kind of action; like what? Our foreign policy is a total disaster just getting worse by the day. Hilary was a travel around don't the wrong thing never to be accountable for the disaster she and Obama were responsible for allowing to happen. Gates should be ashamed for not standing up back then. Now he writes a tell all book, what courage. I certainly wouldn't want a loved one in the military under this presidents watch. All he wants to do is cut down all this great nation has done helping people throughout the world with nothing back but a what have you done for me lately in return. Our military has been cut ever year under this administration and this president cuts benefits to soldiers. He even wants then to take out their own insurance from what I understand.
    Mar 2, 2014. 01:12 PM | 9 Likes Like |Link to Comment
  • Linn Energy For Dummies [View article]
    Casey Hoerth,

    Very informative article. As a holder of both LINE and LNCO, I'm satisfied to just let my investment ride and collect distributions. More transparency for LINE certain would be beneficial to all investors.
    Jul 22, 2013. 11:33 AM | 3 Likes Like |Link to Comment
  • Silver: Is This The 'Last' Decline? [View article]
    Avi,

    I too really appreciate your insight regarding silver in particular. I was a buyer of SLW on Friday plus tried to pickup more First Majestic (AG) but set my buy price too low; perhaps Monday morning right off, I can buy some more AG as I expect a short fall in silver to start the day then have it go up in price at least from the day opening price.

    Thanks.
    May 19, 2013. 11:28 AM | Likes Like |Link to Comment
  • Bakken: 'Deep' Revolution Underway - Everything Investors Need To Know [View article]
    I appreiate your work putting together this article to update interested Bakken investors. Well done job.
    May 13, 2013. 10:28 AM | Likes Like |Link to Comment
  • Is EOG Running On Empty? [View article]
    I totally agree with unclemike7849. I live in South Texas and EOG is bringing in big time Eagle Ford Shale wells nearby especially in Gonzales county.Their overall expertise in this business is top drawer in all plays they are involved in. I also am a big investor in CLR as they too know what it is all about and how to take advantage of things. EOG put up a huge frac sand facility just outside of Refugio, TX within the past year to supply their requirements and save much money in the process.
    Any opportunity to buy on dips in either EOG or CLR,be a buyer. This business going on with Hamm at CLR is only a great buying opportunity long term for any investor. Personally, perhaps another issue for him and his wife.
    Mar 23, 2013. 11:08 AM | 4 Likes Like |Link to Comment
  • Chesapeake Energy (CHK) says it will offer buyouts to 275 employees, the third round of staff cuts it has made in six months as it struggles to keep costs in line amid lower natural gas prices. The move also could have been prompted by CHK not meeting its desired price for pipeline and midstream assets it recently sold (I, II), analyst Phil Weiss says. [View news story]
    To start with, CHK has way too many employees at 12,600. The small number of employees being offered a retirement package too is way too small. For one, CHK is no longer trying to acquire additional acreage so let go many of these folks involved in this type activity. Compare the number of employees for a company like EOG Resources and it will floor you as compared to CHK. Are you ready for the numbers: US employees 1,811 plus outside US employees 297. A much more valuable and better run company in all aspects.

    CHK is making progress to upright the ship but needs to get more serious of the fact that it needs to drastically downsize staff.
    Dec 14, 2012. 02:59 PM | 1 Like Like |Link to Comment
  • Just How Much Does Chesapeake Stand To Gain From Rising Gas Prices? [View article]
    Devon Shire, good article. The estimation of revenue that can be generated from small movements in the price of natural gas really got me to thinking about the potential gains in CHK and other big natural gas producers should a real cold winter hit North America. CHK is my second largest holding outside of EOG. I did buy some UPL yesterday since it is so undervalued with outstanding management.

    CHK has some of the very best acreage throughout the country without a doubt if they can get over this debt hurdle. I believe they have some offers for assets but are reluctant to sell on the cheap continually hoping for a bump in natural gas prices so as to avert the sale on good acreage. They just about gave away the West Texas acreage. At least we can continue to collect dividends as we await a turnaround of CHK share price.
    Dec 1, 2012. 10:48 AM | Likes Like |Link to Comment
  • Bakken Update: EOG Has Several Catalysts For 2013 [View article]
    I always look forward to your articles. Thanks.
    Nov 29, 2012. 12:15 PM | 3 Likes Like |Link to Comment
  • Utica Shale Q3 Conference Calls: The Movers And Shakers [View article]
    Craig,

    Thanks for your answer about resting period.
    Nov 21, 2012. 12:04 PM | Likes Like |Link to Comment
  • Utica Shale Q3 Conference Calls: The Movers And Shakers [View article]
    The Utica play certainly appears to be a potentially money maker for all companies involved once MarkWest and other pipeline operators get product flowing. I'm not knowledgeable enough to understand the 60-day rest period or have information about "super frac". Anyone care to share.
    It would appear to me that once the constraints of production are removed, CHK and others should start selling product without the burden of drilling and exploration costs since they have already incurred this costs thus money flowing to the bottom line. CHK being one of my top holdings bodes well in my opinion for helping them resolve their revenue shortfall to payoff loans.
    Nov 20, 2012. 11:25 AM | 1 Like Like |Link to Comment
COMMENTS STATS
22 Comments
30 Likes