einstein p fleet

China May Be Eying Metallurgical Coal Acquisition

Watch HTE and see if the Canadian government is willing to sell off natural resources and security to a foreign country. I owned the stock and took the profit, as I'm not sure.

There is no doubt about the Obama position regarding coal, provided you believe anything DC has to say these days. I'm long of ANR from 15, along with several other coal, natural gas, and alternative plays which use the two efficiently and with an eye to the future --- both in Canada and the USA.

Beware of the geo-political climate. You're not in Kansas anymore, Dorothy. Any disruption and oil goes to 100 a barrel and higher, which is hopefully a dollar denomination.

Investors Jostle over the Oil Sands Prize

I have been an advocate of the CANROYS for quite some time and had large holdings in HTE, which I sold at $9.30, which was close to double my entry price. The real question, however, is whether the Canadian government is willing to sell natural resources to foreign companies and whether the deal will be approved. If so, it's probably the start of of several such deals for all forms of natural resources in both Canada and the United States, which is short-sighted and dangerous.

I own PWE, BTE, PGH, as well as several American oil and natural gas trusts. I also own coal stocks.

While I don't mind making a profit on the pending HTE sale, I'm also anticipating buying the stock back at a lower price if the deal does not get approval.

Cramer's Lightning Round - Baker Hughes' Monster Good Deal (9/17/09)

With BAC under investigation and the majority of C owned by the government, does that mean that C will become the new bank of America?

Golden Rule: Easy Oil Production Means Cheap Oil, Difficult Production Means Expensive Oil

I agree with the article and the premise that there is no more cheap oil to be found, but that may lead to the acceptance of cheaper fuels to reach, such as coal and natural gas.

While oil stocks have risen, the coal stocks have been on an absolute tear from the bottom. Natural gas stocks are IMO the best investment going forward and the recent run up in the price of the underlying commodity is just the beginning. Have been buying the American and Canadian Trusts from the bottom, providing a nice profit and a steady stream of income that should rise with the price of natural gas.

Stocks to Watch if Crude Oil Heats Up

Built a position in the low 20s on SQM and it seems to be stuck in the low 30s. Lithium is key to the company's future, but it may also be holding down the price in the short term due to the ongoing problems in the car industry. AGU looks more interesting right here, after having reported a fair quarter --- to be kind --- and holding it's ground.

Gold Miners: Biggest Drag on My Portfolio, Yet the Biggest Opportunity

NOV under 19 seems absurdly cheap to me. Granted it doesn't pay a dividend, but that could easily change. I remember reading that NOV was moving its corporate headquarters to Switzerland. Yesterday they announced a joint venture with SLB. Combined they make a pretty formidable team in the oil services business. Merging? Just a thought....

Still an Oil Bull, Lame or Not

Demand destruction is a good thing as long as we don't take our eye off the ball ---- developing a cohesive alternative energy policy. We should have put one in place 35 years ago. At 140 dollars a barrel, we saw a dramatic reaction to the price of oil. Honestly, I was shocked it did not happen sooner. Where the price of oil goes in the next five years is conjecture, but the blow of higher priced oil will be softened by alternative energy like natural gas, clean burning coal, solar, wind, and technological advances that maximize energy efficiency. We will also need to rebuild a crumbling infrastructure in the USA and develop one in emerging countries. We have no choice.

I'm a commodity and infrastructure bull. Nothing that has occurred during the last two months have changed my opinion. Eating and energy are crucial to our survival ---- which is more than I can say about video games and i-Pods.

I have taken advantage of the dip in commodity and infrastructure prices --- which has made for many a sleepless night. In the long run, however, demand destruction may lessen our needs, but tighter supplies will counter that factor.