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Don-n-ABQ

Don-n-ABQ
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  • Opportunities in Metallurgical Coal: What to Consider, Which Stocks to Buy [View article]
    To Whom Gives A Crap:

    The title of this article is:

    "Opportunities in Metallurgical Coal: What to Consider, Which Stocks to Buy"

    But first off it talks about KOL, which is mainly a thermal or steam coal ETF. Then it talks about ACI, ANR, BTU, & PCX, which derive the bulk of their sales from thermal/steam coal.

    WLT is the only company mentioned in this article that gets more than 50% of it's revenue from met or steel coal.

    If you are going to write an article about zebras leave out the mules.

    Where are the pure-play met coal stocks?

    False advertising.
    May 11 07:58 PM | 1 Like Like |Link to Comment
  • Abandon U.S. Ethanol in Favor of Natural Gas [View article]
    The INSANITY gets worse:

    - 1) They drill for natural gas in Trinidad & Russia;
    - 2) Convert NG to nitrogen;
    - 3) Convert nitrogen to ammonia;
    - 4) Transport the ammonia to the U.S. on ships (oil fueled);
    - 5) Fertilize the soil to grow corn;
    - 6) Convert the corn to ethanol;
    - 7) Fuel U.S. vehicles with ethanol.

    - 8) Additionally; the excess of nitrogen is killing the streams, creeks, rivers, deltas, and coastal areas, please see "The Dead Zones" of the Mississippi Delta.

    -----

    They could just:

    - A) Drill in the U.S. for NG;
    - B) Fuel U.S. vehicles with N.G. (and save all those stupid steps).
    May 7 04:30 PM | 8 Likes Like |Link to Comment
  • Abandon U.S. Ethanol in Favor of Natural Gas [View article]
    Al, don't forget your Tillamook Chedder. Dairy cows eat feed too, so higher dairy costs means higher milk costs and that ice cream we love.

    Also; don't forget the net-land effect. If you plant X when you could be planting Y.
    May 7 04:23 PM | 3 Likes Like |Link to Comment
  • Top Oil and Gas Exploration Picks by Hedge Fund Gurus Concentrated in the Sector [View article]
    You have these guys have a high "Percent Portfolio in Chinese Stocks". Can you say what they are holding, provide references?
    May 7 04:03 PM | Likes Like |Link to Comment
  • 7 Undervalued Global Energy Stocks [View article]
    Do you ever get the feeling that Seeking Alpha and Investment Underground are just "click whores"?

    They post articles, the same material regurgitated over and over and over, talking about popular stocks (either big caps that everybody knows or a momentum play like ATPG; what ATPG is doing in with a list like the rest of this I don't know....) just to drive eyeballs first to SA and then to IU's website.

    It seems that "contributors" like IU just have a "template" article that they keep on file and then just tweak the prices and maybe a ratio or two, maybe change the first stock mentioned each time, and rinse-lather-repeat. Do you get the feeling that we will see this same article six months from now with just a few minor changes?

    Nothing to see here. Nothing original. No depth. No insight. Just drive eyeballs to SA and then try to drive eyeballs to IU. Just another click whore who loves Google's AdSense.

    In bricks-n-mortar retail it is: "LOCATION, LOCATION, LOCATION." With what investors like us need on the clicks-n-order Internet world is: "CONTENT, CONTENT, CONTENT."

    Dear Investment Underground: I challenge you to dig deeper and provide new and insightful ideas that 1) can't be found anywhere else, and 2) are extremely timely for the investor on the date it was written. What are we (as independent individual investors) missing today?

    Dear Seeking Alpha: I challenge you to ask all of your contributors to do the same.

    Don't be a click whore!

    ----

    PS: TO IU: BUY some of the stocks you recommend. Eat your own cooking!
    Apr 16 01:42 AM | 2 Likes Like |Link to Comment
  • Sirius: Outlook Ahead of Earnings [View article]
    A "snowbird" flocks to the snow. A "sunbird" flocks to the sun.

    Sat companies would have to put up a lot more sats to get full coverage, other than "border-bleed". That means more money and more debt. And, lots of regulations and royalties.
    Apr 13 08:05 PM | 2 Likes Like |Link to Comment
  • China North East Petroleum Forecasts 2013 As Year For Big Production And Profits [View article]
    Dear BigFish Research,

    I don't know if NEP is legit or not.

    I contacted them (info@cnepetroleum.com & William.Zima@icrinc.com) on 2011-MAR-17 over issues with their website, on 2011-APR-09 they (William Zima ~ Managing Director) finally (THREE WEEKS) replied only asking for my phone number. I responded as soon I got his email with my number.

    I have NOT heard from him yet.

    I have NOT read your report yet.

    Here is the problem:

    You (BigFish) created a WordPress account (2011-MAR-09) and published ONE article. You created an account here (SeekingAlpha.com) and have only made seven comments on one stock, NEP.

    You have ZERO credibility.

    If you are legit (and I would have found you more credible) you would have an established and easily verifiable track record of either articles or comments.

    But, you don't. You appear out of thin air and fired a shot at one stock.

    This makes me think:

    That you shorted NEP and then set out to tank the stock for your own personal profit.

    If you had a history of comments and opinions, both long and short, that would be different. But, I can't trust you anymore than I can trust NEP.

    Creating an anonymous account (with the appearance of a one-time deal), and not telling us who your are doesn't help either.


    (DISCLOSURE: I am NOT long or short NEP. I have ZERO position.)
    Apr 13 07:15 PM | 2 Likes Like |Link to Comment
  • Why I'm Selling Oil Stocks [View article]
    Rougemont,

    Are you willing to put your money where your mouth is?

    If you short Range I'll feel better.

    I think that APCO might be overvalued:

    *Price -- $88.04
    *P/B -- 10.94
    *P/S -- 28.56
    *P/E -- 100.46
    *Div yield -- 0.09

    Problem is, The Williams Companies, Inc. (seekingalpha.com/symbo...) indirectly owns 68.96% of its outstanding ordinary shares. So, you would be shorting up against a wall.

    I think that Argentina (APCO's main watering hole) might be headed for tough times (again) with inflation baring it's teeth.
    Apr 5 09:30 PM | 4 Likes Like |Link to Comment
  • Why I'm Selling Oil Stocks [View article]
    I think Berbanky warned you yesterday, the Fed will raise rates in the second half.
    Apr 5 09:18 PM | 3 Likes Like |Link to Comment
  • 6 Dirt Cheap Large Cap Stocks [View article]
    If the U.S. Dollar falls dramatically, like some of the wizards are saying, companies that can maintain margins and sell a greater percentage of their goods overseas will be the place to be. Stay away from domestic consumer discretionary stocks.
    Apr 5 02:30 AM | 1 Like Like |Link to Comment
  • Orion Energy's Bright Future [View article]
    I know, if I was going to write an article and include the phrase, I would have ask the company and done the DD. That is how an article really adds value.

    I looked at OESX when they first came public, but I never bought any shares. They don't seem to have enough traction in ramping their revenues. Maybe they can get some other products to do that?
    Mar 27 02:46 AM | Likes Like |Link to Comment
  • Nvidia Is on Fire [View article]
    March !8?
    Mar 27 02:11 AM | Likes Like |Link to Comment
  • Orion Energy's Bright Future [View article]
    This is the most important part of this article:

    "No word on the difference in upfront costs"

    Did you ask the company?

    This would be the thing to know...
    Mar 25 11:16 PM | Likes Like |Link to Comment
  • How About a Strategic Long-Term Energy Policy Now? [View article]
    Michael,

    Here is a comment that I made in another article that I think may need to be republished in this article:

    I have emailed the White House (more than once over the past two administrations).

    My message has been something like this:

    *By 2015__50% of vehicles over 5000lbs must be on natural gas; all federal vehicles will be NG, electric, or hydrogen; all states, counties, and cities will be the same. - Get US out of the Middle East (at least lesion the leverage it creates). - Create JOBS here. - Lower oil prices.

    But, here is my take:

    What produces more profits for Goldman Sachs, JPMorgan, Morgan Stanley, Blackrock, Blackstone, etc., etc.?

    The current market dynamic is much more profitable for the traders in Wall Street, London, Zurich, Chicago, etc.

    The bulk of the top federal financial players (Sec. of Treasury; Chairman of the Fed. Reserve, etc.) and economic advisors for the past three administrations have come direct from Wall Street and its associations.

    A "National Energy Plan" would lower volatility. Had there been one in place oil would not have hit $142 in 2008 and gone over $100 the past few months.

    If the White House announced something like I have outlined above, oil would drop by $20 in a week.

    But, lower volatility means lower commissions and trade transactions for the guys in New York and friends. Lower profits for Goldman means lower campaign contributions for the "beltway."

    While traders don't control large (over time) price moves of oil, they do alter there effect and there overall tops and bottoms in the short and near terms.

    So, until you break the revolving door of Wall Street to the "district" for top financial players and advisors, this dynamic will not change.

    For sometime now I have advocated that the next Fed Chairman come from the Kansas City branch of the Fed. Until middle-America can get these key players into those positions, I am very afraid of the status quo.

    If we could get somebody from Oklahoma (i.e. NatGas) into the White House administration, or Obama becomes buddies with T. Boone, I am not optimistic.

    The trading of oil is the single largest profit center for world investment banks and hedge funds. It is bigger than anything else by half. The money for Washington is in the trades. The trades are in the volatility. The current program churns the golden pot.

    The trading of oil is the Golden Goose.

    To Wall Street and Washington NG is a shotgun.
    Mar 18 05:33 PM | Likes Like |Link to Comment
  • $140 Oil and How to Profit From It [View article]
    As long as we don't use existing farm land that is now in something else to plant switch grass.

    Did you see that news story about three years ago about farmers plowing under their cotton fields in South Texas because cotton prices were so low that they could not make any money. Maybe this spring they'll start planting again with cotton at all-time highs?
    Mar 14 02:47 AM | 1 Like Like |Link to Comment
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75 Comments
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