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papayamon

papayamon
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  • I'm Buying This Sell-Off In Emerging Markets [View article]
    not a bad strategy at all. timing is everything.
    Feb 4 06:25 PM | 1 Like Like |Link to Comment
  • Clearing Up Some Misconceptions About Linn Energy, Vanguard Natural Resources And Other Upstream MLPs [View article]
    jeez, just to be the devil's advocate i feel like disagreeing with you here because it's bad luck when everyone agrees :). i am long lnco, got to love those monthly distributions. those who bought in the low's of the sec panic are making out like bandits. wish i'd done that.
    Feb 4 01:39 PM | 1 Like Like |Link to Comment
  • Freeport-McMoRan: Hold While Digging For Dividends [View article]
    it things get nasty politically in indonesia, we are looking at low 20's. i would tread very carefully here. in the low 20's i am a big buyer (well, for me and my little portfolio).
    Feb 4 09:28 AM | 1 Like Like |Link to Comment
  • Arch Coal Inc misses by $0.07, misses on revenue [View news story]
    yes, but then what? where is the catalyst to take aci anywhere but further in the toilet? saying i have enough to sqeak buy for a few years till i'm flat out busted because i can't make a dime doesn't bode well. aci is going to be selling off whatever it can sell to tread water for a bit longer. it's still heading over the rapids.
    Feb 4 09:21 AM | Likes Like |Link to Comment
  • Arch Coal Inc misses by $0.07, misses on revenue [View news story]
    dump and run. the massive over investment in coal can only end one way. i feel sorry for those that bought wlt at 18+ not too many weeks ago. i do have a little wlt at 11.50. only bought this because it's met coal. thermal coal = slow death.
    Feb 4 09:15 AM | Likes Like |Link to Comment
  • Freeport-McMoRan: Hold While Digging For Dividends [View article]
    i definitely wouldn't be a buyer of fcx here. in fact, i dumped this in the 34's. the indonesia wild card plus the market jitters... i will start buying at 28 if it gets there. excellent management but that's only a part of the decision to buy. i love dividends as much as the next investor, but it doesn't help if the dividends are more than offset by price drops. the question in all the commodity markets is when is solid, stable growth going to return.
    Feb 4 08:02 AM | Likes Like |Link to Comment
  • Arch Coal Inc misses by $0.07, misses on revenue [View news story]
    aci heading to bankruptcy, i'm afraid. jrcc is first to that finish line. glad i gave up on coal at much higher prices.
    Feb 4 07:55 AM | Likes Like |Link to Comment
  • 4 Reasons To Buy Freeport-McMoRan If Stock Drops Below $30 [View article]
    if things get bad enough in indonesia, we are talking low 20's. i leave enough liquidity in my portfolio to take advantage of an opportunity like this.
    Feb 4 07:41 AM | 1 Like Like |Link to Comment
  • Freeport Indonesian Risks Are Overblown, Remains An Underappreciated Company [View article]
    i don't think anyone can dispute the quality of fcx management. that still doesn't make the stock a buy at today's price. at the very least, i'd wait for $30, because i am convinced we are going to see it.
    Feb 2 07:55 AM | Likes Like |Link to Comment
  • Freeport Indonesian Risks Are Overblown, Remains An Underappreciated Company [View article]
    even if everything you say is true, would this be a good time to buy freeport? i woudn't. i think we've got more drama ahead and that stock will be in the 20's.

    long term, fcx is a winner but the overall situation hasn't been fully discounted in this market.

    i pull the trigger on buying fcx at 28.
    Jan 31 09:04 AM | 2 Likes Like |Link to Comment
  • Exxon earnings miss estimate as production falls, -1.4% premarket [View news story]
    yes, that's true. xom has great management. that they and shell are both having problems controlling costs tells me that the idea of cheap oil isn't going to happen if even the best in class can't control cost creep. they may come up with huge new finds, but they aren't going to extract it and make money with oil prices under $90, or even $100.
    Jan 31 08:49 AM | Likes Like |Link to Comment
  • Exxon earnings miss estimate as production falls, -1.4% premarket [View news story]
    the bottom line is that it ain't so cheap to produce oil from those giant projects. we are going not going to be living in a sub $85 oil environment anytime soon. this tells me the shale oil players are undervalued.
    Jan 30 12:23 PM | 1 Like Like |Link to Comment
  • Will The Natural Gas Market Change Course? [View article]
    the real bet here isn't whether we're going to have storage concerns that drive prices up during a cold winter. it's whether this is a sign of things to come as significant new demand begins to hit natural gas markets. does anyone wonder what would have happened this winter if we were exporting natural gas and industrial demand was cranked up? the gas industry is going to have to grow production in a huge way to cope with all this new demand.

    what the country needs is a giant natural gas industry where producers are paid the full production costs of gas for new wells. even $6 is a bargain. at a price like this, the economy would be guaranteed a healthy gas industry supporting good jobs as well as cheap energy and raw materials for chemical/plastics/fert... manufacturing. rather than fearing a price increase to 5.50 or 6, we should be embracing it because it guarantees huge supplies for many years, with money to develop the infrastructure needed for smoothing delivery problems. we could fast track the road to national self sufficiency with domestic natural gas. in my mind, this is one of the most important issues for both the economy and national security.

    the president is beginning to talk like he gets it. this is an historical opportunity to make a president look good if he handles this opportunity well.

    i think we've reached a tipping point and we are at the beginning of a great bull run in natural gas stocks. now is the time to load up on producers. the pendulum is finally swinging our way.
    Jan 30 05:33 AM | Likes Like |Link to Comment
  • Will The Natural Gas Market Change Course? [View article]
    the bottom line is that the expense of really dealing with the full costs of coal make natural gas the most economical fuel by far... even at $5 to $6.

    if and when there is new technology that can release the energy from coal without pollution, coal will make a huge comeback. otherwise, it is like watching a wounded animal die. thermal coal is the red headed stepchild of energy production.
    Jan 29 03:22 AM | 1 Like Like |Link to Comment
  • Will The Natural Gas Market Change Course? [View article]
    precisely my strategy, although i think this is a trend that will accelerate long term. natural gas was only ever priced below $5 because such a huge amount of capital was spent drilling when gas was high. we saw the results, and i think those companies remember the lesson here. there isn't going to be significant new dry gas drilling until sustainable prices reach full production costs. of course, the upl's of the world will have all the advantage.
    Jan 29 12:32 AM | Likes Like |Link to Comment
COMMENTS STATS
1,098 Comments
1,327 Likes