toobad41

12 Stocks Poised to Profit from Energy, Infrastructure in 2010

Very good article. Thanks for your analysis of this highly variable industry. However I don't think you have to limit yourself to just a handful of companies in energy and infrastructure. All should benefit in the coming months and years. One wonders if our society can keep up (or afford) with everything that needs to be done.

Creating an Inflation-Proof Source of Income in Retirement

Kudos on this one. Just invest in such a way as to protect your principal and maintain a 6% yearly growth plus a nice dividend will bode well for anyone. Boring yes; sleeping well is priceless.

A Crude 10 Year Perspective: The DJIA, Oil and Gold

Very interesting article. Your views parallel mine. Having been in the oil business for over 40 years I have witnessed a lot but nothing like what is happening today. I am curious about what you might think about the next ten years in terms of oil pricing. Based on your prior 10 year increases we should expect oil to be at the very least $400 a barrel in the next 10 years and gold over $5000.

Plenty of Natural Gas: Exploration and Production Companies Keep Increasing Oversupply

Your sentence "The action by E&P Companies as a whole could be short sighted" is a flat out stupid sentence. E&P Companies are independent of each other and seldom (if ever) act as a whole.

The Market Bubble Is About to Pop

As usual Dr. Leeb you have an interesting perspective on what might happen in the not too distant future. However, I don't see how some of the stocks you mentioned above are considered commodity plays. Nabors, Varco nor Transocean don't produce any commodity. They are very remotely and indirectly related to oil and natural gas. And they are service companies. I would rank USO as a commodity play don't you think?

25 Ultimate Sustainable Energy Growth Stocks

I can't believe any company that is on the pink sheet can be a leader in anything! Who are they trying to kid. Something is very wrong with a company that is on the dung pile. Penny stocks are the trash of the equities markets. Ultimate Sustainable Energy Stocks? Those companies are fighting for their lives just to stay solvent let alone be profitable.

Energy Sector Performance: Not as Bad as It Appears at First Glance

What energy sector is this? Seems like some companies are missing; i.e. RIG, SLB, TOT, BHP, BP to name a few.

Oil Prices Indicate the Bear Is Alive and Kicking

I sure hope Dr. Laser is correct with reference to a Giant oil field in Nevada because we won't find it in the Permian Basin of West Texas. I also agree with Dr. Laser that oil prices will steadily move up into the $75 to $80 range by the end of the year. My view is shared with most of my fellow petroleum geologists and reservoir engineers. But that is just for old oil...oil that is readily available. Drilling for new oil at those new prices won't happen for several months into 2010. It takes a major effort to ramp up on drilling and re-hiring people who were let go during this current slump. The price of oil will go out-of-sight by the end of 2010. I won't even guess what it will be then.

Energy Companies Dominate NYSE's Largest Company List

You are correct in not putting BRK-A on the list...it is the worlds largest ETF in insurance holdings and other sectors. Although it is not an ETF in the traditional sense it still works and acts like one.

Bullish Amid Oil Majors' Lay Offs

Cycle is as cycle does. Oil company budgets are set in the fall. Money is spent in the first three quarters. If budgets are cut (which they have) then production will be down. Simple. Inventory has to come down as well. When prices go back up budgets go up, spending goes up, production goes up and the cycle begins again.