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GMiki1 » Comments » BTU

  • Shorting the Least Green Companies [View article]
    Let's sit in the dark and shiver as we short the viable energy stocks.
    Sep 28 11:26 am |Rating: 0 -1 |Link to Comment
  • Evaluating Energy and Extraction Sector in S&P 500 [View article]
    Interesting. My take is that nat gas has to rise over time--no pun intended. Oil, too, of course.
    Apr 28 13:36 pm |Rating: +1 -2 |Link to Comment
  • The Real Rationale Behind Current Supply and Demand for Oil and Other Commodities [View article]
    True on oil, but why a bear call on coal as a short term trade and not a short term bear call on palladium? And I do hold platinum and palladium stocks. The coal stocks move with the rest of the energy complex. If Pakistan and India go to war--God forbid--but if they do--something will be affected and it's probably energy and precious metals. See Jim Sinclair and today's headlines on troop movements within India.
    Dec 26 11:03 am |Rating: +2 -2 |Link to Comment
  • Some True Safe Havens Are Still (Surprisingly) Undervalued [View article]
    Mines producing many types of resources will shut down as will nat gas producers at current prices. Russia and Saudi Arabia will cut oil production. Hello, cave people.
    Oct 02 11:16 am |Rating: 0 0 |Link to Comment
  • S&P 500 Energy Stocks [View article]
    Energy is SO going to make people a LOT of money. If only I had more cash--but I guess I'm destined to make my money mostly in precious metals. I do have some CNX--oh man would I like MORE right now. And CXG. I also have some microcaps.
    Sep 17 08:46 am |Rating: 0 0 |Link to Comment
  • The Brightest Stars in the Commodities Boom, Part Two [View article]
    CNX up $4.48 today.
    Jul 11 20:17 pm |Rating: 0 0 |Link to Comment
  • The Brightest Stars in the Commodities Boom, Part Two [View article]
    Due to horrible winter weather that stopped its own mining in some areas, China was also importing coal this winter. And coal to liquids is certainly an oil-replacement possibility, plus clean coal is a certainty (look at Silverado's demonstration project supported by the state of Mississippi).
    Jul 10 18:27 pm |Rating: 0 0 |Link to Comment
  • The Brightest Stars in the Commodities Boom, Part Two [View article]
    Good post though I don't at all agree about gold or even about selling coal. Stay long in coal and nat gas. Coal IS international, not that shipping isn't costly, but one reason South Africa is in trouble is that it sold much of its coal to European buyers. Now it's repatriating its coal and the U.S. is selling to Europe.

    You have to hedge against currency collapse with gold. I agree about platinum/palladium/rho... was reading today about another rare and urgently needed aerospace metal that is a byproduct of moly.
    Jul 10 11:04 am |Rating: 0 0 |Link to Comment
  • Are These Nine Methane Stocks On Fire, or Blowing Hot Air? [View article]
    CNX is the majority owner of CXG, for whatever that's worth. Both stocks have been great this year.
    Jun 29 11:44 am |Rating: 0 0 |Link to Comment
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