Captain Thomas

Activity Update: Why I Bought Shares of Imperial Oil

Look at HK and Chesapeak, natural gas wil boom because of the partnership of Pelosi and T Boone (see the Pickens energy plan)

Jeremy Grantham on 'The Curse of the Value Manager'

Small domestic oil companies have the most bang for the buck. Oil is cheap, HK is down from $54 to $17 hit $8 at the bottom earning are going up and just wait for the next Middle East War. Remember Osama is on the side of US onshore domestic production, Opec will bail out and price problems in the future

First Comes Deflation, Then Comes Inflation

Look short term at small oil companies like Petrohawk and Chesapeak. Oil can be a great hedge on inflation, it is very volatile and with the current "peace" inthe Middle East, oil will sky rocket in a few months when the next war starts.

Thursday's Rally: Has Petrohawk Gotten Too Far Ahead of Itself?

The Hawk has 275,000 ac in Haynesville, 6000+ drill sites. HK will drill 40 good wells a month for 5 years. The first well will make $35,000,000 a year. The flow line will not be connected until December so there is no income from the wells.