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  • The Oil Bubble Will Meet the Same Fate as Tech, Housing [View article]
    Goldman and Matt Simmons' view is that oil prices will be high and likely to go higher in coming years as supplies are tight and increasingly costly to find, unless there are breakthroughs in alternative energy. I think this view still carries weight despite the opposite view expressed by Jason.
    Jul 18 10:04 am |Rating: 0 0 |Link to Comment
  • Goldman: Nucor Sell-Off Overdone, Buy the Dips [View article]
    Goldman's research throws strong light on why Nucor [NUE] should be us$98 by year end. I tend to agree as NUE has good fundamentals as explained by Goldman's research.
    Jul 18 09:51 am |Rating: 0 0 |Link to Comment
  • ConocoPhillips: Why the Sell-off? [View article]
    The $12 earnings for 2008 [single digit p/e ratio for a blue chip with strong future prospects] and the basic strength of the company would suggest that this is good entry level for investors with a view of 1 year or more. $100 is achievable target for end 2008 especially if oil price rebounds as Goldman predicts it will to us$149 by end of year. "take advantage of this sell off to increase energy holdings across the board" - I agree!
    Jul 18 09:45 am |Rating: 0 0 |Link to Comment
  • Following the Cleveland Cliffs / Alpha Natural Resources Deal [View article]
    Enjoyed this excellent article, I am long in alpha.
    Jul 17 08:22 am |Rating: 0 0 |Link to Comment
  • Commodities Are Taken to the Woodshed - What's the Game Plan? [View article]
    Now this is a sensible and good article, practical, insightful and realistic.
    Jul 03 08:51 am |Rating: 0 0 |Link to Comment
  • Freeport McMoran: With Copper Prices Rising, It's Still a Buy [View article]
    Excellent article, good analysis. A play on gold and copper, molybdenum[for steel]. Timing for entry seems good.
    Jul 03 08:45 am |Rating: 0 0 |Link to Comment
  • Southwestern Energy: Outlook Provides Compelling Valuation [View article]
    Great article, reflects quality research work.
    Jun 30 11:26 am |Rating: +1 0 |Link to Comment
  • Is Monsanto Really a Tech Play? [View article]
    I own Monsanto before reading your article. Reading your excellent analysis convinces me to hold on to this investment. Impressed with your research effort.
    Jun 30 10:47 am |Rating: +1 0 |Link to Comment
  • Petrohawk: A Play on Appreciating Natural Gas Prices [View article]
    good call, share up 8% to us$46.50 today.
    Jun 30 10:19 am |Rating: +1 0 |Link to Comment
  • McDermott International: Energy Diversified [View article]
    Another interesting and useful article, thanks Michael.
    Jun 30 10:03 am |Rating: +1 0 |Link to Comment
  • Fluor Corp.: A Great Energy Play [View article]
    Michael has done a good job analysing Fluor, I am thinking of buying some for my portfolio.
    Jun 30 08:48 am |Rating: +1 0 |Link to Comment
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