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  • My Best Idea For 2014 [View article]
    I wish the very best for all of you. I know Wilson has put a lot of work in his analysis and he is a very bright guy. Should anyone really buy into his thesis, then the big money is to be made playing options.
    Mar 1, 2014. 12:15 PM | 2 Likes Like |Link to Comment
  • Beware Buyers: 12 Reasons Why The Current Sky High Natural Gas Price Isn't Here To Stay [View article]
    I don't see anyone tearing it up with natural gas production. Seems to me that most (this is an utterly nonscientific observation, I admit) had disappointing production in the latest round of earnings releases. Why? Perhaps because the price isn't high enough to mobilize capex. I think injection season will be a failure this year.
    Mar 1, 2014. 09:48 AM | 1 Like Like |Link to Comment
  • My Best Idea For 2014 [View article]
    I could be utterly and completely wrong, and I hope I am, but I feel there is too much hope baked into the price of MU going up significantly from here. No doubt they had a great run as of late, but when I feel too much bullishness on any stock, it's just too risky for me. I am going to sit this one out. Good luck to all longs.

    Maybe it makes no sense, but when I feel a visceral reaction to owning a stock... Well, if it walks like a chicken, and talks like a chicken, it is a chicken. I am a chicken here.
    Mar 1, 2014. 09:41 AM | 1 Like Like |Link to Comment
  • SandRidge +2.3% as Q4 beats estimates, discloses DoJ subpoena [View news story]
    Tom Ward, I personally hope you get jail time - though I doubt that will happen.
    Feb 28, 2014. 12:54 PM | 3 Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    Exactly. It far too early to call this a bad deal.
    Feb 28, 2014. 12:05 PM | 4 Likes Like |Link to Comment
  • Chesapeake Energy Corporation Announces Midstream Compression Asset Sales [View article]
    They are at it again. This company is streamlining itself for a sale. Uncle Carl isn't stopping.
    Feb 28, 2014. 09:09 AM | Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    maybe growth will slow, but line is a giant and will keep growing. in the meantime, the dividend is more than adequate to support the current stock price. next quarter will likely be impacted by adverse weather, i'm thinking. but it looks to me like line will be able to keep the dividend at current levels without much concern.
    Feb 28, 2014. 09:08 AM | 13 Likes Like |Link to Comment
  • Halcon Will Reward Patient Investors [View article]
    Ari, time will tell. Obviously, Yellen isn't going to pull the plug on cheap rates/QE. I think that the majors are having trouble producing oil and controlling costs. So I don't see major downside. For shale oil output in the U.S. to even be stable, they are going to have to keep drilling an awful lot of wells. There just isn't abundant cheap oil. I've been hearing oil is going to be $80 for a while, yet here we are at $102.

    This is a speculative play, with 100% upside in 2 yrs (imo). I think this management team delivers. If the TMS really works out well, then i think there is big upside. I'm going to roll the dice here. How are you playing this? Shorting or sitting it out?
    Feb 27, 2014. 10:10 PM | 1 Like Like |Link to Comment
  • Swift Energy's CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    I am fortunate that I'm a newcomer to this stock and can get out easily. They are close to a sale in Louisiana, and that is going to let me slip off the hook here when it moves up a bit more. People in when Cramer was pumping it are in for a long wait - if ever.
    Feb 27, 2014. 08:06 PM | 1 Like Like |Link to Comment
  • Swift Energy's CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    Obviously this management team couldn't pour oil out of a can. Hoping someone will step in and take this thing over. Why don't these guys realize that they are destroying shareholder value, set their egos aside and go start another company if they think they know enough to run an oil company?

    It's a management problem. First and foremost. That's what has them in a situation where they don't have the money to develop promising assets. Their solution will be fire sale prices of valuable assets. Where have we seen this before?
    Feb 27, 2014. 05:54 PM | 1 Like Like |Link to Comment
  • SandRidge Energy: Mississippian Well Results Update [View article]
    How do you call this "blowout" earnings? It's a beat, better than a miss, but not a true game changer.
    Feb 27, 2014. 04:47 PM | Likes Like |Link to Comment
  • Halcon Will Reward Patient Investors [View article]
    also ari, i don't buy into the realm of possibility that we are going to have a deflationary oil crash. that would demolish most players in the shale industry. i think the contrary will occur in the long run, as in we will have inflation. in the short run, we may see $90ish wti, but it's not going to $70. and yes, if that happens with $2 natural gas, it will be lights out for halcon and a number of other players. i honestly don't worry about this scenario.
    Feb 27, 2014. 04:05 PM | Likes Like |Link to Comment
  • Halcon Will Reward Patient Investors [View article]
    i wouldn't say it's simply, but that is what will tip the thing to terrific success or not. HK cannot have another Utica disaster here. You can shuffle your deck only so many times.
    Feb 27, 2014. 03:46 PM | Likes Like |Link to Comment
  • Freddie Mac pays Treasury in full; to pay another $10.4B in Q1 [View news story]
    right. you can't have your cake and then eat it too. anyone buying in after the bailout should know this is what would happen. of course the working man gets screwed. this is the state of affairs round the world. your job as an investor is not to fall prey to it.
    Feb 27, 2014. 11:00 AM | Likes Like |Link to Comment
  • Halc√≥n Resources: Latest Eagle Ford Well Results [View article]
    Richard if you could also address HK's push into the Tuscaloosa Marine Shale (which seems like a make or break to me), that would be very helpful.
    Feb 26, 2014. 11:34 PM | Likes Like |Link to Comment