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papayamon

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  • 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
  • Halcón 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
  • Halcon Will Reward Patient Investors [View article]
    Ari, the bottom line is that this is going to come down to how well HK can do in the TMS. If that proves out, this thing will really pop. What has killed HK is the shuffling of assets. If Floyd can nail down this as another area that he can just drill and not worry with any more acquisitions or sales, we are off to the races.
    Feb 26, 2014. 11:32 PM | Likes Like |Link to Comment
  • Intel Powers Up The 3D Printing Revolution [View article]
    excellent point lonnie.
    Feb 26, 2014. 07:40 PM | Likes Like |Link to Comment
  • Report: McClendon trying to force Chesapeake to drill wells it doesn't want [View news story]
    Yes, just an incompetent buffoon with fingers in granny's retirement fund. At some point, you have to realize that it's about management, not growth. And you have to realize that once you take a company public, it is no longer your personal slush fund. It's other people's money, something he never grasped and the reason he was fired - and justifiably so.
    Feb 26, 2014. 07:17 PM | 6 Likes Like |Link to Comment
  • Halcón Resources: Latest Eagle Ford Well Results [View article]
    I am a heavy buyer of HK into tomorrow morning's sell off. I'm sure Floyd will be his usual gruff self in the CC. A miss of 3 cents is just a buying opportunity here. HK scores in the Tuscaloosa Marine Shale and the growth path is very good. I think they will. Or rather I hope they will :).
    Feb 26, 2014. 06:44 PM | Likes Like |Link to Comment
  • Forest Oil -38% as Q4 results prompt concerns about asset quality [View news story]
    Not to take pleasure from trading misfortune of others, but finally an oil/gas stock that I don't own crashes. Was pondering a buy in here too.
    Feb 26, 2014. 12:51 PM | Likes Like |Link to Comment
  • Natural Gas Futures Are Cheap, Buy On Dips Below This Level [View article]
    agreed. that's apparent. let the marcellus head into overall decline after it's been cherry picked. that's coming in the next couple of years. the problem is that it's darn difficult for the gas industry to whip out another marcellus. companies who went wild pumping all the gas they could at $3 are going to look foolish.

    if you were running a company sitting on easy, cheap to drill assets.. would you go hog wild producing willy nilly for $3? those days are over. you'd wait for better returns in the next couple of years.
    Feb 26, 2014. 11:12 AM | Likes Like |Link to Comment
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