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  • Deflation Warning: The Next Wave [View article]
    Buy a house with your cash after the crash!
    Oct 1, 2015. 08:45 PM | Likes Like |Link to Comment
  • Why I Don't Care If Kinder Morgan Heads For New 52-Week Lows [View article]
    Only issue is debt, but the same positives are still there -
    Increased use of Nat Gas across the board to replace coal at every level of our society
    87% contract fees not based on price of energy
    Largest Pipeline company in the USA
    Good currency exposure to strong dollar because they are all in here in the USA
    Active and competent management
    Insider buying
    Good and growing dividend
    Good Moodys rating
    This is off the top of my head.... so please tell me what other Companies
    have similar metrics. And please add to my list good or bad.


    Sep 29, 2015. 06:01 PM | 6 Likes Like |Link to Comment
  • 4 Reasons Why Saudi Arabia Will Keep The Spigots Open Until 2018 [View article]
    The one card that SA holds is a known known. If everyone knows that
    SA might let oil drop to $20 then everyone prepares for that including

    better fracking technology
    more nat gas use
    bank pooling of debt
    possible govt intervention supporting energy companies

    and things could go wrong for SA.
    an attack by Iran
    more expenditures in Yemen
    fighting ISIS
    some terrorism that prevents Haj ( a major income stream for SA)

    Saudi Arabia might stay irrational longer than Saudi Arabia remains


    Sep 19, 2015. 03:50 PM | 1 Like Like |Link to Comment
  • Crude Oil: A Rest, But Not For Long [View article]
    We all want that answer Alexander! I submit a probable and nasty attack on SA oil fields by some renegade Iranian Republican Guard after they are unsanctioned with moolah to burn. They like to get their way and they don't mind a little (or a lot of) blood in the casbah.


    Sep 14, 2015. 07:12 PM | Likes Like |Link to Comment
  • VEREIT: Should You Buy This REIT At $8? [View article]
    I think Rufrano is very pragmatic. He studied the company, traveling extensively and personally kicking the tires. He bought shares after he saw that it was good. He returned the dividend at a good rate. He is selling low growth properties to boost the balance sheet.

    Actually, he is a kind of brain surgeon for REITS!


    Sep 13, 2015. 03:56 PM | 6 Likes Like |Link to Comment
  • Potash Corporation: A Hedge Fund Favorite With A Secure 6% Dividend [View article]
    Potash is the blood source of agriculture. There is no replacement. World population keeps on trucking, a growing middle class is building worldwide with there appetite for more expensive food and POT is the low cost producer. They also have a 50% stake in SQM which also has lithium in their mines.

    I am long, not too sad though down 20%. This is a long-term Geo-Strategic play.


    Sep 11, 2015. 07:29 PM | 4 Likes Like |Link to Comment
  • What A MOFCOM Settlement Would Mean For Western Digital Shareholders [View article]
    I have owned WDC for years - purchased at single digits! I am enjoying the dividend and hopeful for a resolution with MOFCOM. But, if the Chinese economy is down shifting it seems unlikely that they would allow a settlement. On the positive, WDC seems to play the game in a subtle way which the Chinese appreciate.


    Sep 11, 2015. 06:58 PM | 1 Like Like |Link to Comment
  • Why Do You Own Kinder Morgan? [View article]
    An additional to the above. As EV vehicles come along, they will receive their energy from the grid. Natural gas is the new coal.

    Manufacturing/chemical companies are too revitalized with cheap gas direct to their doors.

    LNG exports etc.

    Thanks for the article,

    Sep 10, 2015. 12:09 PM | 4 Likes Like |Link to Comment
  • Weekly Market Update: The Bull Market Is At Its Most Critical Juncture Since It Began [View article]
    Certainly not in most of California. Inventory is tiny and pricey.
    Sep 5, 2015. 08:08 PM | 2 Likes Like |Link to Comment
  • High-Quality Natural Gas E&Ps Are Strong Buys [View article]
    Jake and all,

    No one is speaking about Kinder Morgan KMI or Spectra Energy SE. I find them an interesting way to play NG price and volume. Conversion of coal plants to Nat Gas, EV vehicles, Nat Gas vehicles and Increased factory use of Nat Gas should pump up the volume and eventually price. Good dividend on these Companies too!

    What thinks thee?

    Sep 5, 2015. 07:20 PM | 2 Likes Like |Link to Comment
  • Bakken Update: Answers To Why U.S. Oil Production Remains High While Prices Tank [View article]
    Fewer wells, some mega wells, refrac possibilities. Lower costs per barrel!
    The Saudis want market share but how low are they able to go with their domestic
    budget in the red. It will be very interesting if the economic necessity of supply and demand continues to lower the Frackkers cost of exploration.
    Aug 9, 2015. 01:31 AM | 6 Likes Like |Link to Comment
  • U.S. Oil Production Finally Starting To Decline [View article]
    If you are long, what are you buying and when do you think the pop will come?
    Are you worried about an overall world wide recession or at least a quarter on the downside?

    Aug 4, 2015. 02:15 PM | Likes Like |Link to Comment
  • ConocoPhillips -3.3% as dividend gets scrutiny out of earnings [View news story]
    Yeah, Look at LINE/LNCO. Can be bought for nothing (but tears) right now.
    from 30s to 3s right not!


    I lost money on that one too though sold out in November/December.
    Jul 31, 2015. 05:50 PM | 1 Like Like |Link to Comment
  • China to open commodity markets to foreign traders on August 1 [View news story]
    More trading is good to a point. Not sure about the uber quant trades though.
    Jul 31, 2015. 05:31 PM | Likes Like |Link to Comment
  • Chevron EPS of $0.30 [View news story]
    "No one knows a bottom until the tears stop flowing."

    Mr. al lowishes,

    Are they even crying yet???????? I know LINE/LNCO are sobbing!

    Jul 31, 2015. 03:21 PM | 3 Likes Like |Link to Comment