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  • Chesapeake Energy Needs More Change To Become A Successful Turnaround  [View article]
    Longterm Invester----Very well said. For many months after the attacks on AM began, I kept asking myself as well as others, if AM had done anything illegal, immoral, or unethical in regards to his participation in CHK's founder's well program. Further, it was my understanding that it was a all or none situation in the founders program. In other words he was not able to pick and choose which wells he would participate in---he had to take the bad with the good just like the shareholders. Aubery's lack of risk aversion is one of the things that made him such a successful "wildcatter". I too am in for the long haul with CHK. Slowly but surely this Nation is developing a energy independence policy that will pay-off well for all parties concerned--CHK, it's investors, and the Country. No doubt AM had his faults, but he had some pretty good ones as well--and created a good E & P Co. Unfortunately, the perceived fact that CHK needs money to continue its operations has hurt asset sales. My dad often said "desperate men do desperate things in desperate situations. The secret is to avoid the desperation". But I do believe CHK will weather this storm as well.
    Apr 2, 2013. 12:00 PM | 3 Likes Like |Link to Comment
  • Chesapeake Energy's (CHK) search for a new CEO to replace Aubrey McClendon is likely to extend beyond the April 1 deadline, Reuters reports. Among factors that may be complicating the search: CHK faces financial and regulatory headwinds, its financial structure needs to be simplified, and there's lots of energy firms on the hunt for a CEO. Meanwhile, McClendon has been meeting with P-E firms about potential new ventures[View news story]
    Cssmith Harold.Bell---Amen!! Both of these men are NOT adverse to taking big risks. They have helped a lot of people, and made a lot more healthy, wealthy, and wise. Its amazing the lack of respect they get Talented?? yes. Need to be reined in somewhat---absolutely, but they are not the criminals many on this blog site have made them out to be.

    I just hope the future CEO's selected do as much to create additional wealth
    Mar 28, 2013. 03:52 PM | Likes Like |Link to Comment
  • Issues Raised By Energy Transfer Partners' Acquisition Of 60% Of ETP Holdco  [View article]

    I am now completely confused. I concur with PEMINC's follow-up question. Which is better in the short / medium term?? ETP or ETE? I seem to be leaning toward ETP but I am not sure --- The whole sum of transactions seem to be a convoluted mess.
    Mar 22, 2013. 09:42 PM | 2 Likes Like |Link to Comment
  • SandRidge Energy (SD +5.5%) shares are strong as TPG-Axon, agitating for changes at the company including the ouster of CEO Tom Ward, launches a website providing detailed information regarding how SD shareholders may cast their votes in favor of the hedge fund’s proposals.  [View news story]
    It is my understanding that Tom Ward invested approximately 500 million of his own money to start Sandridge. Wonder how many of those CEO's at Chevron and Exxon-Mobil can say the same thing? Sure I agree Tom has compensated himself richly, but I'm not sure it's time to throw out the baby with the bathwater. I think Sandridge (SD) could benefit from a shake-up similar to what recently has happened to CHK's Chairman and BOD, but think getting rid of Tom Ward would not be in the best interest of SD or it's share holders.
    Dec 7, 2012. 05:27 PM | Likes Like |Link to Comment
  • Analyzing Devon Energy's Financial Debt And Risk  [View article]
    great article--Thanks. I have been watching DVN for the last several months and have been less then impressed. Your article puts DVN in a new perspective as far as a long term investor is concerned. I'm sure I will be going long on DVN.

    I see where you have done a similar analysis of CHK. Have you performed such an analysis on SD? Will you??
    Nov 23, 2012. 11:41 AM | 4 Likes Like |Link to Comment
  • Westport Innovations (WPRT -6%) is opened with a Sell rating at Goldman Sachs, seeing downside despite opportunities in natural gas engines due to the Cummins JV that accounts for nearly all of WPRT medium-term profits that's scheduled to terminate in 2021, and high distribution support requirements that limit normalized profitability for the Heavy Duty franchise.  [View news story]
    Hey guys---I have been watching WPRT for sometime now However I don't know how to play it post election. I was feeling pretty bullish about the Co until recently. I understand they have a number of patents in reference to HPDI applications for natural Gas engines and JV or partnerships with Cummings, Cat, and the Chinese. However there seems to be a great deal of volatility in this stock---so how do you really play it and what is a good entry point? At one time I was thinking $30 was a good start, but now feel this stock is going to hover in the low to mid 20;s for awhile. What say you??
    Nov 7, 2012. 01:52 PM | Likes Like |Link to Comment
  • What's Going On With Chesapeake?  [View article]
    I believe Aubrey is OK with the BOD. Understand that CHK is Aubrey's creation and it is his baby. I see No friction between the two as well as with the Chairman. CHK is going to be a BIG player in the production of America's energy independence and I'm convinced Aubrey is committed to that fact. I'm sticking with the Company and we are in it for the long haul. Watch what President Romney is going to do with the goal of energy independence. America will get there and CHK will be a major player. I believe the Co is a strong BUY right where it is right now.
    Nov 6, 2012. 11:05 AM | 1 Like Like |Link to Comment
  • This Stock Is Ready To Be Short-Squeezed After The Shale Gas Boom  [View article]
    Energy independence is an absolute necessity and political goal for the US. I believe a Romney Presidency will make it happen. I have always been a supporter of the 'Picken's Plan' and believe we can educate enough of the smart money in this country that they will eventually be dragged kicking and screaming to the realization that not only do we need a energy policy, but MUST BE NON-DEPENDENT on Arab Oil. We MUST become energy independent if the country is to remain any semblance of a Democracy. None of the Arab states are Americas friend---never have been and never will. The added benefit is we will not have to ever sacrifice another American soldier to protect the country's energy interest. I have spoken with enough energy professionals to determine that we can become energy independent within 10 years, per Governor Romney's program, and many say it is doable in as little as 5 years. Natural gas is a perfect means to accomplish that goal. Therefore, I am long WPRT and will remain to be so regardless of what the day trader 'shorts' want to do. I'll buy more as the stock pulls back--because in the long run with it's patents, the Company is a long term winner.
    Oct 30, 2012. 10:33 AM | 2 Likes Like |Link to Comment
  • The Obama administration delays a decision on whether to prevent a liquefied natural gas export license for Cheniere Energy (LNG), saying it needs more time to review a complaint that an environmental assessment did not go far enough. LNG's Sabine Pass is the only project so far to receive conditional Energy Department approval to export to countries without free-trade agreements.  [View news story]
    The Fact of the matter is---- BO is nothing more than stinky thinking. He is not and never has been for NG. Look at the millions of tax payer $ he has given away to solar & Battery Co's that failed and failed BIG [Solyndra & A123]. Best thing we as the American electorate can do is say it was a BIG mistake---and get rid of him and Send him back to Kenya.
    Oct 17, 2012. 04:28 PM | 1 Like Like |Link to Comment
  • SandRidge - Don't Overlook This Hot Value Play  [View article]
    Chris--- I am long SD and have been for a while. Good article and think you are correct about the Company's growth potential. I surely will be getting longer this Qtr.
    Oct 2, 2012. 08:51 PM | 1 Like Like |Link to Comment
  • Buy Chesapeake Energy On Insider Buying, Debt Reduction And Asset Sales  [View article]
    Factzplz----Thank you. I watched the video of the share holders meeting as well, and agree with your summation. I understand NOT why those who are so "down in the mouth" about CHK keep sticking around. If they are so unhappy with the Company--sell your stock and go find a E & P energy Co. you can agree with.---Lord knows there are plenty of those out there. CHK has got to be a great long term investment. It's the down in the mouth folks that make this Co a bad trade.
    Sep 28, 2012. 09:36 PM | Likes Like |Link to Comment
  • Alternative Ways To Invest In Chesapeake Energy  [View article]
    I have said for sometime now, that this Country needs an energy policy to get us off OPEC oil COMPLETELY. Sorry guys, but I am Nationalistic enough to believe that if there was sufficient political leadership to that cause, we could do it in less than a decade. I'll take anything we can get in regards to completing this mission. Certainly it may well be easier if the federal government would take the lead, but if they don't let the States do it....and from there the Counties and Cities. If we would allow the energy companies like CHK, SD, DVN, APA, COP,XOM, etc. do what they do best and provide the hyrdocarbon energy we need. If the separate states and American cities would commit to using American energy---I think you would see stable and a profitable price in natural Gas that would be beneficial to everybody. I see no particular good reason for EVERY taxi cab, City Bus, garbage truck, local public works vehicles, etc, etc not being powered by natural gas. It has already shown to be helpful to city air quality, lower fuel cost, and less maintenance sensitive than gasoline or diesel engines. Immagine that happening in every city of any size in this great country.

    AM bought into this portion of the "Picker's Plan" years ago and still believes in its process. I know this much---The governor of OK has the vision and we need to expect there will be others in the near to immediate future who will be beating this drum again. CHK will continue to be a leader in this endevor, but look at this Co as a long term investment---not a day trade.
    Sep 24, 2012. 09:26 PM | 1 Like Like |Link to Comment
  • Chesapeake (CHK +0.6%) hires James Webb as its new, full-time legal counsel as it tries to recover from damaging reports about controversial land deals in Michigan and CEO Aubrey McClendon's personal loans. Webb has been a longtime partner in Oklahoma's largest law firm; maybe he'll know how to tell Aubrey "no."  [View news story]
    Factzpiz and Bdoeden---Well Spoken. I agree with you 100%. We will see the Phoenix rise again--I'm confident. Aubrey didn't get to where he is by being risk averse. I truly believe the next 6 months will prove us correct for sticking with AM.
    Sep 21, 2012. 03:28 PM | Likes Like |Link to Comment
  • Cheniere Energy Investor Day Highlights  [View article]
    ONEWHATSBEENDONEBEFORE--- So give us your formula with LNG strangles on how you are making such large returns--
    Sep 18, 2012. 05:21 PM | 3 Likes Like |Link to Comment
  • Chesapeake Energy: Buy Or Sell?  [View article]
    Good article. There were a number of "traders" out there trying to beat this horse to death. Looks to me that the cream is beginning to rise to the top. I agree with the author--I expect this stock to be in the 30's next year and do not anticipate anybody acquiring the company anytime soon. Currently I'm long the stock and am adding to my position at these levels. All I can say is hang in there Aubrey---and thanks for your vision and plans for the Company.
    Sep 11, 2012. 10:24 PM | 3 Likes Like |Link to Comment