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Mobywhite

Mobywhite
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  • East Texas Eagle Ford Update: YTD Permit Activity And Outlook [View article]
    Thanks for the article. Lot's of good information.
    Aug 12, 2014. 01:25 AM | Likes Like |Link to Comment
  • Addus HomeCare: Capitalize On The Plunge In Nursing Home Use [View article]
    Your chart showing accounts receivable is meaningless. You should be showing it as a percent of revenue.
    Mar 24, 2014. 02:01 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Does The Weakness In Housing Threaten The Economy And Stocks? [View article]
    Jeff, I appreciate and look forward to your analysis every week.
    Feb 25, 2014. 01:48 AM | 3 Likes Like |Link to Comment
  • Can Newfield Exploration Get Some Newfound Respect? [View article]
    The increased focus on the SCOOP and STACK plays at the expense of Uinta is primarily due to the lack of infrastructure in the Uinta. The SCOOP and STACK have been around for a long time and the infrastructure is built out.

    In the O&G space, analysts use TEV/EBITDA as their primary metric.
    Feb 20, 2014. 02:16 PM | Likes Like |Link to Comment
  • Whiting oil well in North Dakota out of control, leaking [View news story]
    Hyperbolize much?
    Feb 15, 2014. 12:29 PM | 2 Likes Like |Link to Comment
  • December New Home Sales: Downtrend In Sales Is Confirmed [View article]
    Wow, you are really reaching and not doing your homework. The US has something like 340 million people in it. You think the 1.4 million of them who have proven to be marginally employable are home buyers and are going to make a difference?

    That 30% of kids under 30 living at home has been debunked so many times it's shocking you are using it and it's doesn't help your credibility. http://bit.ly/1deiQqn

    The short version is that survey you are referring to counted college students living in dorms as living with their parents. The number of young adults who are attending college went up as the availability of jobs went down. Americans are smart.

    You continue to refuse to believe, or you simply ignore, that disposable income is near an all time high.
    Jan 31, 2014. 02:00 PM | 1 Like Like |Link to Comment
  • Argentina's problems go from bad to worse [View news story]
    Shocking! the country that has defaulted the most times in the world is going to.....default again.
    Jan 23, 2014. 07:52 PM | 3 Likes Like |Link to Comment
  • Halcon to cut 2014 capex by 14%, eyes $300M-$400M in asset sales [View news story]
    The TMS acreage was part of the Georesources purchase. That closed in the third quarter of 2012. There is nothing recent about it.
    Dec 17, 2013. 01:14 PM | Likes Like |Link to Comment
  • Halcon to cut 2014 capex by 14%, eyes $300M-$400M in asset sales [View news story]
    SA, Please site where you got that HK " recently acquired acreage in the Tuscaloosa Marine shale play" because I think you are making it up.
    Dec 16, 2013. 11:52 AM | Likes Like |Link to Comment
  • Homebuilders In Head-On Collision With Affordability [View article]
    This article is a mess. You make several allegations with nothing to back them up.

    "The continued decline in mortgage purchase applications is telling us that homes are simply not affordable for many traditional buyers" no, you are telling us this. There is are many possible explanations other than the one you provided. And, a lot of research has been done that shows you are wrong. Here is one -http://bit.ly/179nV4Y

    "The Q4 results gave DR Horton a fiscal year decrease of 2% in net homes sold. Stop, and let that sink in for a moment, because it tells you a lot about what's happening in the U.S. residential real estate sector." I'm not sure what it's telling you. What it tells me is that they are focusing on margins (making money) instead of selling lots. You totally ignore the fact that margins are going up.

    ""The stewards of our economic ship, the same ones who missed the last bubble blowing up in their faces, are now at the helm of even more bubbles, and no good alternatives to address them." What bubbles? Show me the numbers...

    "Today's markets are priced for perfection and the endless supply of free money we've been enjoying courtesy of the Fed." Free money? Please show me how I can get some because it appears to me that there is always a cost.

    " Irrational exuberance is approaching a head-on collision with home affordability." Catchy but not true as shown above.

    "Abnormally low inventory has been one of the saving graces of the home builders, but this false market phenomena is already shifting in many major U.S. markets as existing home inventory begins to rise." What is a "false market phenomena"?
    Dec 6, 2013. 12:55 PM | 1 Like Like |Link to Comment
  • Do We Need Permanent Public Deficits If Larry Summers Is Right? [View article]
    Thanks, very interesting.
    Dec 4, 2013. 08:51 PM | Likes Like |Link to Comment
  • Repsol, PDVSA discuss $1.2B funding for Venezuela venture [View news story]
    Clearly they didn't learn their lesson in Argentina
    Oct 17, 2013. 10:59 AM | Likes Like |Link to Comment
  • Star Scientific: Cash Strapped And Under The Influence Of Death-Spiral Financing [View article]
    rtcatfow - You can't even take the time to spell check what you write. Why would anybody listen or respond to you?

    As to SA monitoring this post- why? It's unbelievably painful to watch all the fools who can't bother to spell correctly bash a contributor who did a decent job but wrote what many didn't want to hear. Personally, I'm glad you are in the market.
    Oct 15, 2013. 11:44 PM | Likes Like |Link to Comment
  • Star Scientific: Cash Strapped And Under The Influence Of Death-Spiral Financing [View article]
    One of the things that really surprised me when I took a look at their 10k last week was their G&A expenses more than doubled from 12-31-12 through 6-30-13.

    If someone has an explanation for that I'd love to hear it.
    Oct 14, 2013. 02:57 PM | Likes Like |Link to Comment
  • Halcon Resources: Eagle Ford And Utica Promise Upside [View article]
    Thanks for the analysis
    Oct 8, 2013. 01:40 PM | Likes Like |Link to Comment
COMMENTS STATS
413 Comments
452 Likes