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fmpmailinc@aol.com

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  • Buffalo Wild Wings: A Buffalo Of A Buy [View article]
    I've shorted the stock BWLD twice and on both occasions have been handed my hat. Same was true for CMG. The young people are thronging to these places. I am becoming a believer in the growth of these stocks. At first I thought they were more of a fad...CMG with a single product (a burrito) and BWLD with wings and beer but also a lot of TV's and sporting events to be watched. I think the author has a valid point....there seem's to be a lot of growth still in BWLD cause the gen y's just keep on coming
    Jul 10, 2014. 09:48 PM | Likes Like |Link to Comment
  • Continental Resources' Management Presents at the 2013 Capital One Southcoast December Energy Conference (Transcript) [View article]
    One of the best performing stocks in our portfolio. Looking forward to the projected growth in 2014
    Dec 13, 2013. 04:04 PM | Likes Like |Link to Comment
  • Bakken flaring burns $100M/month, study says [View news story]
    Who is going to build the infastructure to capture these assets at $3.50 / mcf?? We can't get the pipeline Co's to build the oil pipelines fast enough to get the oil out and to market. And it's selling at 30 times the price of gas.
    Jul 29, 2013. 10:50 AM | 1 Like Like |Link to Comment
  • "We reiterate Sell," says Hedgeye's Kevin Kaiser, responding to the Goldman upgrade of Linn Energy (LINE) and LinnCo (LNCO). "Maintenance capex is understated by $150M per quarter - nearly 100% of distribution ... Derivatives accounting method generated 29% of DCF in Q1. Concerns are not overdone." [View news story]
    Gentlemen.
    I'm long LINE July $28 CALL options. I want to capitalize on that 10% dividend paid by LINE if it is going to continue for the near term. Currently the stock is trading at approximately $27. Options expire Friday---Would you exercise the option?
    Jul 17, 2013. 01:33 PM | Likes Like |Link to Comment
  • BAML comes out in support of Linn Energy (LINE) and LinnCo (LNCO), upgrading shares to Buy from Neutral while lowering its price target on each to $30 from $41. Shares have dropped 29% and 28%, respectively, since July 2 news of the SEC inquiry. LINE +3.9%, LNCO +3.7% premarket. [View news story]
    I am anticipating the completion of the BRY deal next qtr. I'm Long LINE and getting longer. I'm selling the JAN 20 and JAN 25 PUTS. They had some nice premium in them last Friday. The yield on this MLP is just too good to pass up and I believe the BRY deal will add significant value in the long run for patient owners. you may well see a $40 price before the end of the year.
    Jul 8, 2013. 11:51 AM | 2 Likes Like |Link to Comment
  • A Reuters discussion of the divorce of Continental Resources (CLR -1.2%) CEO Harold Hamm and his ~$11B fortune, and notes Hamm may have to unload a portion of his 68% stake in CLR to raise cash, which could cut his stake to less than 50%. A sale of a large block of CLR shares likely would send the price down, but if Hamm puts more shares onto the market, investors might eagerly snap them up. [View news story]
    I don't believe this divorce is as hostile as the news folks want us to think. I believe one of the best ways to play this stock is to use options. currently I'm a seller of PUTS as far out as Dec. Primarily the $50 - 55 strikes and hope its put on me. Can't help but believe the long term value of the Company is significantly above that.
    Jun 30, 2013. 07:01 PM | Likes Like |Link to Comment
  • A Reuters discussion of the divorce of Continental Resources (CLR -1.2%) CEO Harold Hamm and his ~$11B fortune, and notes Hamm may have to unload a portion of his 68% stake in CLR to raise cash, which could cut his stake to less than 50%. A sale of a large block of CLR shares likely would send the price down, but if Hamm puts more shares onto the market, investors might eagerly snap them up. [View news story]
    I would love to buy more at reduced pull back price
    Jun 14, 2013. 01:01 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy: New Management And Cheap Valuation On A Strong Resource Base [View article]
    Tim---I like the plan. I have been doing this for several qtr's. However I don't want to go out as far as 2015---so I am doing some Dec. 2013 and 2014 PUTS I consider the premium gained as if it were a dividend... or put the stock on me. I think its a great value at $18.
    May 25, 2013. 07:36 PM | Likes Like |Link to Comment
  • Chesapeake Energy: New Management And Cheap Valuation On A Strong Resource Base [View article]
    So how far out are you going with the PUT options and at what strike price? I'm long CHK and believe in the growth of the Company over the next several years, but somewhat leary based on past performance and the fact that much of the company is owned by Ichan et al. I do not consider these guys to be long term investers.
    May 22, 2013. 11:54 AM | Likes Like |Link to Comment
  • Continental Resources (CLR) disclosed in February it was committing $95M to an unnamed oil pipeline, but it turns out the pipeline is a $300M project being developed by a partnership controlled by founder Harold Hamm and his family. Directors say the deal was fully vetted to avoid conflicts of interest, but investors are growing increasingly wary of close ties between energy companies and their executives. [View news story]
    I suppose it is a good deal for Harold and his family. Read a article in today's paper indicating everything was on the up and up with this particular transaction. However I did note that ONEOK was going to build a similar pipeline but did not find enough folks willing to sign longer term contracts in order to make it profitable for them. I just don't want to see any sweetheart deals done with Hiland to the determent of CLR and its shareholders. If Hiland Resources can provide services at a better value to CLR and their shareholders than anybody else offering the same services then more power to them. However, it is imperative that CLR senior mgt. and the BOD at CLR sign off on any and all of these deals as being non-conflicting with the interest of CLR and its shareholder owners. I'm Long CLR and so far am happy. But I was happy with CHK & SD a while back too and still remember how those Company's CEO's went out of control. Just want to be cautious
    May 14, 2013. 12:24 PM | Likes Like |Link to Comment
  • Continental Resources (CLR) disclosed in February it was committing $95M to an unnamed oil pipeline, but it turns out the pipeline is a $300M project being developed by a partnership controlled by founder Harold Hamm and his family. Directors say the deal was fully vetted to avoid conflicts of interest, but investors are growing increasingly wary of close ties between energy companies and their executives. [View news story]
    where can I go to review the deal and be sure there is no CHK, SD , funny business going on
    May 13, 2013. 08:05 PM | Likes Like |Link to Comment
  • Any Rise In Natural Gas Price Will Make This Stock A Strong Buy [View article]
    Bob looks like you will be owning another 10,000 shares of CHK soon
    Apr 17, 2013. 11:12 AM | 1 Like Like |Link to Comment
  • Energy Transfer Partners (ETP) -3.8% AH after announcing a public offering of 12M common units. ETP says it will use net proceeds to pay down debt and for general partnership purposes. [View news story]
    Yes, but that 7% dividend sure looks good. Wonder if they are going to be able to keep it??
    Apr 4, 2013. 05:22 PM | Likes Like |Link to Comment
  • 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
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