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dnpvd51

dnpvd51
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  • Fannie Mae: Let's Not End The Conservatorship Just Yet [View article]
    Look at all the welfare queenies here trying to collect from the government.

    Your stock went bust, get over it.
    Nov 24, 2014. 02:15 PM | 1 Like Like |Link to Comment
  • Fannie Mae: Let's Not End The Conservatorship Just Yet [View article]
    T
    Nov 24, 2014. 08:30 AM | Likes Like |Link to Comment
  • Why Japan's Money Printing Madness Matters [View article]
    Wrong, wrong and again wrong.

    Housing etc. etc. was mispriced before the last crash, and your argument here was complete rubbish then as it is complete rubbish now.
    Nov 19, 2014. 06:44 PM | 3 Likes Like |Link to Comment
  • Natural Gas Rally Just Another Opportunity To Sell [View article]
    "Whatever winter we get, we will have about 30 bcf/wk more production available for heating demand this year than last. "

    How come nobody can explain how this is possible. Last year we gained by 1% YOY. THis year this so called experts are claiming much more production.

    Also the price has been much higher this year over last year so perhaps these guys are just wrong.
    Nov 14, 2014. 03:02 AM | Likes Like |Link to Comment
  • Natural Gas Rally Just Another Opportunity To Sell [View article]
    Gigem,

    PA production is growing at the same volume as last year.

    Texas production is flat to falling. So from where is all this supposed production coming?
    Nov 14, 2014. 02:54 AM | Likes Like |Link to Comment
  • Here's Why Gold Prices Have Been Declining [View article]
    Buying gold and silver is selling dollars.

    So what is your point?
    Nov 7, 2014. 12:51 AM | 1 Like Like |Link to Comment
  • Here's Why Gold Prices Have Been Declining [View article]
    Buying gold and silver is a no brainer.

    The question is whether now is the time to back up the truck.

    I started buying in 2002. Sure looks good now.
    Nov 6, 2014. 08:07 PM | 3 Likes Like |Link to Comment
  • Natural Gas Rally Just Another Opportunity To Sell [View article]
    Bentek and EIA have some funny numbers. Marcellus has been growing at he same volume as last year. But last year production increased by 1%

    What reason do these guys give for higher than 1% production growth this year? I have yet to see a reasonable explanation from anyone. I think production numbers are likely inflated.
    Nov 5, 2014. 02:25 AM | Likes Like |Link to Comment
  • Cabot Oil & Gas misses by $0.02, misses on revenue [View news story]
    This is a farce. NG prices are down over a dollar and these guys still claim profits. I guess the lower the price for NG, the higher the EURs for their wells.
    Oct 24, 2014. 07:44 AM | Likes Like |Link to Comment
  • Natural Gas: Marcellus Pipeline Boom Sets Stage For A 30 Bcf A Day Tsunami [View article]
    What is this comment supposed to mean?

    I liked reading Mark Anthony. Do you have a problem with that?
    Oct 16, 2014. 02:07 PM | Likes Like |Link to Comment
  • Natural Gas: Marcellus Pipeline Boom Sets Stage For A 30 Bcf A Day Tsunami [View article]
    You suggest that the Marcellus will produce 6 times more gas than the Hugoton, N. America's most prolific gas field.

    Incidentally, Powers forecasts 50 TCF for the Marcellus which would still make it the biggest field ever in N. America.
    Oct 11, 2014. 01:27 AM | Likes Like |Link to Comment
  • Natural Gas: Marcellus Pipeline Boom Sets Stage For A 30 Bcf A Day Tsunami [View article]
    30 BCF per day times 365 = 10950

    As BIll Powers notes the massive Hugoton has produced 35 trillion cubic feet since it started producing and this field has much richer rock.

    Your idea that the Marcellus will produce ten trillion cubic feet per year for twenty years is fantasy thinking. You are not in reality.
    Oct 11, 2014. 12:10 AM | 3 Likes Like |Link to Comment
  • Fannie Mae: Perry Capital's Path To The Appellate Court And Reversal [View article]
    David Stockman wrote an excellent article on this subject.

    In part:

    "To its credit, the Obama administration had previously recognized that absent Uncle Sam’s bailout of the roughly $6 trillion of Freddie/Fannie mortgage guarantees and debentures, the junior equity securities in their capital structures would have been worthless. In fact, at the time Freddie/Fannie were essentially nationalized by the Bush Administration in September 2008, the thin layer of equity represented by these shares had been leveraged at approximately 100X, and would have been obliterated in a proper bankruptcy. Accordingly, the Obama folks had simply decided to treat the remnants of Freddie/Fannie as a wholly owned government investment fund, and swept 100% of the book profits posted each quarter."
    Oct 10, 2014. 11:18 PM | Likes Like |Link to Comment
  • Cabot Has Strong Reserves And Production Growth [View article]
    Aricool,

    COG keeps taking on more debt. Their claim for profits is in future production. This requires a much more detailed analysis than one can find in their financial statements.

    But just based on the fact that the price of their NG has dropped well over a $1 for them since their last quarter basically proves that they cannot be profitable next quarter anyway.
    Oct 6, 2014. 11:09 PM | Likes Like |Link to Comment
  • Cabot Oil & Gas: Beyond The Marcellus [View article]
    Which month future to buy in NG is a crap shoot. NGJ5 might be a good one because it has gone into backwardation the last two years.

    G5 and H5 worked out very well last year, and rolling those last year would have have worked out well even with the recent rather large drop.

    I think buying 2018 futures will bring much higher profits than buying COG. COG needs to make some really large profits just to pay off their debt.
    Oct 6, 2014. 11:04 PM | Likes Like |Link to Comment
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