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isaac the terrible » Comments » COP

  • Why Is Congress Agnostic About Natural Gas? [View article]
    John- I couldn't agree more about the potential for a hybrid CNG vehicle (hopefully a plug-in). M. Fitzpatrick wrote a piece highlighting the idea here on alpha last winter. Seems like a no brainer- maybe that's why its not being developed. Please- Taiwan, Israel, Ann Arbor, someone.
    Sep 09 10:43 am |Rating: +3 0 |Link to Comment
  • How Natural Gas Can Save the U.S. Economy [View article]
    Hey Fitz,
    Don't forget Encana (ECA). Big reserves of oil and gas, and earnings in Canadian money.
    Aug 12 00:56 am |Rating: 0 0 |Link to Comment
  • Oil Is Still the Key to U.S. Economic Future [View article]
    Davewmart-
    I very much agree with you that we need to redouble ( or triple) our nuclear output, and we have alot of very old plants.
    Unfortunately we are late to the game here. If the country decided this would be aggod move, how long would it take to get electricity online?
    Some say 8 years for a new plant, but that may be optimistic in this country. We need to get on with it for sure, but it will not be quick enough. I think a similar time element can be applied to a massive solar buildout in the southwest.
    But we better get to it.
    Aug 04 11:08 am |Rating: 0 -1 |Link to Comment
  • Oil Is Still the Key to U.S. Economic Future [View article]
    Welcome back from the mountains.
    Dollar down= Oil up.
    Craig Cooper is right to a point. That point being when oil gets tight.
    2-3 yrs.
    Aug 04 00:57 am |Rating: +3 0 |Link to Comment
  • Stay Away from U.S. Treasuries - Invest in Energy Stocks [View article]
    Folks,
    We are on the verge of an energy cliff, and our prosperity and lifestyle will be severely challenged. No one knows the timing, but the only two things could derail this impeding massive shortfall in a meaningful way (sorry Mike, but I fear its too late for a comprehensive energy policy to be implimented in time).
    One possibility would be a recurrent and increasingly severe global economic downturn that would massively depress oil demand.
    The second factor would be an energy breakthrough the likes we haven't seen since oil was first discovered. Don't hold your breathe- this latter possibility will be along time in coming even if we're very lucky.
    So unless you subscribe to the severe prolonged depression scenario, then Mikes energy suggestions make perfect sense.
    There are other good proxies- OIH, ECA, SU, among many others. Pick your own
    Jun 14 17:51 pm |Rating: +3 -1 |Link to Comment
  • Best Investments for Rising Oil  [View article]
    Look at the ETF OIH to capture the oil service sector. Best way to get exposure to this sector.
    Jun 05 21:09 pm |Rating: +6 0 |Link to Comment
  • My Thoughts on Oil [View article]
    Another excellent investment vehicle for this sector is OIH- ETF. The 2 biggest holding are Transocean Offshore and Schlumberger and the fund has high volume and good options. I am doing very well with its LEAPS. I would suggest that anyone investing in this sector compare its chart with any alternative stock or ETF at various timeframes. OIH is a bigtime winner. The services of these companies will be in huge demand as the big oilfields deplete, and the attempted replacement oil will come from increasingly smaller and more remote fields.
    Jun 02 11:13 am |Rating: +1 -1 |Link to Comment
  • Time to Get Long Black Gold? How Option Spreads Can Pay Off [View article]
    Try using OIH (oil services ETF) for these options trades.
    May 12 23:39 pm |Rating: 0 -1 |Link to Comment
  • The Current Stagnation of Natural Gas Vehicles in America [View article]
    Mike,
    On the NG fueling station map, its interesting to see that Canada has hundreds of stations, and the prices are cheap. There must be vehicles for sale there.
    Great article.
    Mar 08 14:01 pm |Rating: +1 0 |Link to Comment
  • Venezuela: Chavez's Control of Oil and Agriculture [View article]
    Paul and Shark- atleast you are consistently a fool
    Mar 05 19:30 pm |Rating: +7 -2 |Link to Comment
  • America Needs a Natural Gas Transportation Infrastructure [View article]
    Fitz- here is Pickens on CNBC asking for your plan-
    www.cnbc.com/id/292332...
    Feb 17 13:48 pm |Rating: 0 0 |Link to Comment
  • America Needs a Natural Gas Transportation Infrastructure [View article]
    To realist 2- if you look over the authors energy plan, or his recent articles, you will see that he is an enthusiastic supporter of PHEV- just a different version than is being talked about generally. The version that makes so much sense is a PHEV where the onboard engine is fueled by NG rahter than gasoline (from the United Islamic Republic of Hezbollah).

    Fitz- Beautiful. Send it to Pickens and ask him to arrange a media forum for you. Or Faber on CNBC, or James Woosley.
    Feb 17 12:11 pm |Rating: +1 -1 |Link to Comment
  • Plug-In Natural Gas Hybrid Vehicles: A Game Changer [View article]
    Fitz, I have forwarded your energy policy to my Senator- Maria Cantwell who is on the Energy and Natural Resources Committee, for whats its worth.
    Jan 29 16:17 pm |Rating: +2 -1 |Link to Comment
  • Plug-In Natural Gas Hybrid Vehicles: A Game Changer [View article]
    To longoil- concerning the weight issue, you would really just use one NG tank, since your also using electricity and the combined range would be likely just fine (for 90 plus% of trips). Hopefully this stimulus package coming up will give a boost to battery development. I wonder which companies would be best suited to develop the home fueling stations for NG?
    Fitz- I've always been impressed with your pattern of reading the comments and thoughtfully considering them. Great job.
    Jan 29 11:18 am |Rating: +2 0 |Link to Comment
  • Obama 'Shines' Natural Gas [View article]
    Fitz- keep up the pressure, but add "plugin hybrid natural gas vehicle" to your mix. That would be an awesome game changer.
    Also, to deflect critics who say your just pumping up stocks that you own, you ought to sell all of your energy positions. Then I'm sure they'll take you more seriously.
    Lastly, we need a buildout of not just the grid, but also the NG pipeline infrastructure- getting more gas from the shales towards the coastal markets.
    Jan 27 11:47 am |Rating: +4 0 |Link to Comment
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