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Conan the Barbarian » Comments » BHI

  • Oil Service Stocks Likely to Fall Near-Term [View article]
    David: I concur with everything you just uttered as it pertains to the USA. I also know that a Continued Banking Sector rally will cause a Drop in the USD as Risk Aversion continues to evaporate.

    I do not see a Dollar drop or the quickly approaching driving season as a Backdrop for lower oil prices any time soon.

    So my scenario is dependant on the Banking Sector to a great degree on a short term basis. But Seasonality and Demand rising again 12 months down the road also plays an important part.

    Infrastructure stimulus will continue for 2 years, it is very energy intensive.

    Present, bah humbug. Future, buy,buy,buy.
    Apr 07 02:20 am |Rating: 0 0 |Link to Comment
  • Oil Service Stocks Likely to Fall Near-Term [View article]
    What continues to amaze me is the total lack of consideration being given to the increased demand from China and the rest of the Undeveloped countries.

    Inventories are at 16 year highs? Globally or in the USA? World Demand is down 2.5 Million brls, OPEC cuts are greater and have been verified from Shipping records.

    80 million brls. at sea? That's less than 1 day's worth of Global demand.

    Oil doesn't need a pickup in demand, just the perception that it will pick up.

    The Pros agree? They agreed last year too.
    Apr 06 14:40 pm |Rating: +2 -1 |Link to Comment
  • Oil Service Stocks Likely to Fall Near-Term [View article]
    Natural Gas prices have been falling, yet LNG related stocks have been rising. I hold 3 which have been bucking your trend.

    LNG, CQP, MMR and TGP.(MMR is a special situation)

    Over Bought? what metric are you using? An oversold condition has been alleviated but there is no inkling of an overbought condition that I can see.

    When the IEA forecast comes out, it will be on the Global outlook. US unemployment will not influence it unduly. IMHO
    Apr 06 14:22 pm |Rating: 0 0 |Link to Comment
  • Top Five Global Energy Services Companies [View article]
    And? your pick is?

    I'm going to select none of the above and go with an ETF instead.

    But If I were to select an individual stock, I would still go with none of the above. My play is now priced like an option. Hercules Offshore, HERO.

    Sure, I own it, Was around $40, is around $2.

    do some Due Dilligence on this one, you might be pleasantly surprised. IMHO
    Mar 24 09:33 am |Rating: +3 -1 |Link to Comment
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