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auto44

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  • Chesapeake Will Be One Of The Best Performers In The Sector [View article]
    Allex2322 The shares will be traded on the NY exchange for a week or so before the spinoff. They won't trade actual shares until the spin off occurs. this will establish the price prior to the spinoff.
    Jun 13 12:56 PM | 2 Likes Like |Link to Comment
  • BP: What You Need To Know As A Dividend Investor [View article]
    As much as I hated to do it I recently sold BP. It's investment/involvement in Russia where the rule of law and resect for private property is almost non existent and it's continuing saga in the American gulf made it too risky for me. I think BP is a great company, and I am saddened that they are being severely punished because of some loose cannons on a drill rig. I am sure the crazy short cuts they were taking were against BP policy. Good luck to all but I find COP less risky.
    Jun 5 10:09 PM | Likes Like |Link to Comment
  • Texas Jury's Anti-Fracking Verdict Could Create Problems For Oil And Gas Producers [View article]

    We had a well like that in upstate NY. Fracking is illegal in NY. Because some on gas in their ware well does not mean it was caused by fracking. also that video could be easily staged.
    Jun 5 09:54 PM | Likes Like |Link to Comment
  • Texas Jury's Anti-Fracking Verdict Could Create Problems For Oil And Gas Producers [View article]
    Howard More HYSTERIA????
    Jun 5 09:49 PM | 2 Likes Like |Link to Comment
  • Texas Jury's Anti-Fracking Verdict Could Create Problems For Oil And Gas Producers [View article]
    samurai trader When you find energy and minerals unnecessary please let me know. Why don't you stop using transportation and cut the gas lines and power lines to your house, and stop buying things that need these products in order to be produced. Including that computer you are writing this nonsense on.
    Jun 5 09:48 PM | 2 Likes Like |Link to Comment
  • Texas Jury's Anti-Fracking Verdict Could Create Problems For Oil And Gas Producers [View article]
    Howard What or who died at there mile island? A minor problem blown all out of proportion by headline seeking press. Nuclear power production is the most environmentally friendly way to produce significant amounts of electrical power and it has been mostly lost to us by the hysterical segment of our population. Now we are hysterical about nat gas production the next most environmental friendly way to produce electricity in a significant way. Frankly I am getting very weary of hysteria merchants.
    Jun 5 09:40 PM | 2 Likes Like |Link to Comment
  • The Liquid Natural Gas Market Is Taking Off [View article]
    Tyson Thanks for good article. The US LNG production is minute compared to off shore Africa, Australia, Scandinavia,Russia, and other foreign assets. I think you are right about LNG shipping but you have totally ignored/overlooked the big picture. You can't judge the LNG carrier future market strength by the US LNG Sales alone. It is my understanding that propane ships are even more in demand. Thanks again.
    Jun 5 09:14 PM | Likes Like |Link to Comment
  • Natural Gas Services Group: A Solid Compressor Rental Business And Positive Catalysts For 2H 2014 [View article]
    Thanks Michael for another good useful article. They have been in business since the late nineteen eighties and still don't pay a dividend. However they pay lots of stock options to themselves which they seem to say don't really cost anything because they are non cash transactions. They may be non cash transactions but they are rewarding themselves with a larger share of the company to the detriment of the other stockholders. When you put up a chart of the stock price you should overlay out with one from the S&P 500. In this case the results would be about the same except with theS&P 500 you get a dividend. With the dividend reinvested you would be much further ahead. This seems to be a well run company, but run more for the benefit of the employees than the stockholders.
    Jun 4 09:26 AM | 2 Likes Like |Link to Comment
  • Is Chesapeake Energy Overvalued? [View article]
    Gee It has been quite some time since anyone has found it necessary to beat CHK to death. Since AM left the scene the sport of whipping CHK seems to have died down. I think Mr. Kitonyi is somewhat behind the trend/curve /fashion.
    Jun 3 07:01 PM | 1 Like Like |Link to Comment
  • Exxon Mobil's 570,000 Bakken Acres: Going Into Development Mode [View article]
    Another nice article. Thanks Michael. I think XOM and BP are both good companies. I have sadly ended my investment in both of them because of their involvement/investments in Russia. I think the lack of the rule of law, the lack of respect for property rights, the recent history with oil companies and the crimean issues have made Russia a very risky place. This business is risky enough with out these issues. There are good companies in the major oil space that do not have many political risks. COP comes to mind. Thanks again for the article.
    Jun 3 05:04 PM | Likes Like |Link to Comment
  • Financial Stresses Appear In Fracking Companies: Investment Implications [View article]
    DoctoRx Thanks for another good article. Thinking ahead(anticipation) is always a valuable exercise in any endeavor. The great Gretzky said something like I don't skate to where the puck is, I skate to where I think it is going to be. I don't think fracking is the short term fools errand that you and Bloomberg are making it out to be. I also think it is a mistake to overestimate the damage to other relevant industries. There is no doubt that there are a lot of folks on shaky financial ground here, and that some will be eliminated and others damaged. It is however in my opinion a mistake to paint the entire industry with the same brush. Folks have been yelling that fracking is a waste since the process began and about it 's environmental dangers and the lack of reservoir strengths(depletion rates) and etc. So far all of this negativity has been pretty much dispelled. I also suspect that you are not yet over the beating you took in the 1980s, and if it were me it would probably sink into my subconscious forever and cause me to overreact too. Every day I battle to keep my emotional side out of investing, not easy for humans to do. I continually question myself to examine if I am making rational or emotional decisions and find that emotional side is persistently trying to sneak in. Snow mobiles when they first became popular were made by hundreds of companies. Every one wanted in on the new trend. Over time all but the smartest operators were eliminated. This happens in all new industries from autos to computers to railroads to airlines to whatever and fracking will be no exception. This is no reason to abandon the whole industry. The sky is not falling. Thanks again. A.
    Jun 2 09:02 AM | 1 Like Like |Link to Comment
  • Clean Energy Fuels: A Flawed Business Model And Morgan Stanley's Folly [View article]
    The costs involved in shorting stock and the possibility of a margin call make it a VERY risky adventure. The author should have warned folks---not to try it at home.
    Jun 1 06:27 PM | Likes Like |Link to Comment
  • Clean Energy Fuels: A Flawed Business Model And Morgan Stanley's Folly [View article]
    Baldwincg Let see, you are saying that after paying a big price for LNG that has to be shipped thousands of miles to England that it is cheep to run truck there on it,but it won't be here without the shipping costs. The export terminals here are not the only ones who are liquifying Nat. Gas. I do agree with you that the process is costly and must be considered. But then again there is that annoying environmental thingy hanging over shipping companies heads.
    Jun 1 06:21 PM | 1 Like Like |Link to Comment
  • Clean Energy Fuels: A Flawed Business Model And Morgan Stanley's Folly [View article]
    Buck000 I am glad someone is awake about Ships and locomotives. Almost no one mentions them or even acknowledges the demand they will shortly create. I am agnostic about whether or not CLNE will survive the chicken or the egg question. CHK struggled for a long time with heavy debt, production requirements, demand/supply imbalances, poor management and board members, and etc. CHK has recently been able to retire some costly old debt for some reasonable new debt and seems to be well on the way to profits. Most folks in the financial world, if they have a pulse know that nat gas is going to be the major fuel for large surface transportation vehicles, power generation, and large stationary machinery,like drill rigs. My guess would be that CLNE will be able to obtain financing, it may be costly,but when you are struggling this is one of the prices you have to pay. Folks a CLNE have a lot of clout in the financial world. I am not ready to buy the stock, but I wouldn't bet the farm on their failure/demise either.
    Jun 1 06:10 PM | 1 Like Like |Link to Comment
  • Clean Energy Fuels: A Flawed Business Model And Morgan Stanley's Folly [View article]
    Keith1234 Please don't take this question the wrong way. It is not meant to be confrontational. I have a warm spot for farmers. But isn't Bio diesel made from stuff you produce and sell? And therefore isn't your choice self serving? I wouldn't expect CLNE to buy trucks that run on Bio diesel either. Since I own both Nat gas and fertilizer stocks please do keep on with what you are doing.
    Jun 1 05:49 PM | Likes Like |Link to Comment
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