10Q Detective

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42 Comments

    • ON: Sun Oct 12th 09:20 AM
      Commented on:
      Oil Industry: Farewell, Good Old Days
      Tough times ahead!

      industry.bnet.com/ener.../

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    • ON: Fri Oct 3rd 13:29 PM
      Commented on:
      A Few Banks We Like: NTRS, USB, WFSL, SCHW, BOH
      "The Company believes that higher non-performing assets and charge-offs may continue going forward until the housing market begins to recover."

      blogs.bnet.com/secdocu...
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    • ON: Mon Sep 29th 12:40 PM
      Commented on:
      Analysts See Value In CPST
      Will Financing Engine Seize-Up at Capstone Turbine?After years of hype, can Capstone microturbines finally offer economic advantages over other emerging distributed generation technologies, such as fuel cells, solar power, and wind-power systems?industry.bnet.com/ener.../

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    • ON: Fri Sep 19th 10:48 AM
      Commented on:
      Raw Data Report: Lululemon, Kirkland's, Coldwater Creek
      Is Spa Concept a mistake at Coldwater?

      10qdetective.blogspot....
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    • ON: Thu Sep 18th 14:40 PM
      Commented on:
      Eight Insurers Which Stand to Gain from AIG's Pain
      Good call on ACE, for it has managed to sidestep the financial meltdown befallen competitor AIG.

      blogs.bnet.com/secdocu...
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    • ON: Mon Sep 15th 14:12 PM
      Commented on:
      Ike vs. Refining Capacity and Oil Price
      industry.bnet.com/ener.../
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    • ON: Mon Sep 15th 12:56 PM
      Commented on:
      Ike vs. Refining Capacity and Oil Price
      Unimpressed makes a great point--for the last seven years we have been conditioned by big oil that rising gas prices are not their fault: crude goes up, gas price goes up. Now crude drops more than $7.00 in the last three trading days -- yet gas price goes up! Oh, I know, w. refineries down, less available gas. BUT, refineries down represent 20% of total production, what about the other refineries running at less than full capacity?

      Exxon did not exit retail gas business because of alleged slim margins -- me thinks left business because of PR associated w. $4.00 gas sign next to ExxonMobil name at pump!
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    • ON: Thu Sep 11th 22:34 PM
      Commented on:
      T. Boone Pickens' Stocks Struggle
      I guess when you're worth $3 - $4 billion, owning just 60% of "little" CLNE, worth about $480 million to Pickens, is a small holding.
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    • ON: Thu Sep 11th 12:27 PM
      Commented on:
      Energy Storage Stocks: Performance, Cost and Bell Shaped Curves
      Well said about HEV!

      industry.bnet.com/ener.../

      Ener1 Chief Executive Charles Gassenheimer says that each dollar of capital expended at its automotive battery subsidiary EnerDel would return between $4.00 and $6.00 in annual revenues. A significant claim- - as Ener1 has generated minimal revenue to date, for its battery technology is still in development.

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    • ON: Thu Sep 11th 12:25 PM
      Commented on:
      Cashing In on the Electric Transport Boom
      Ener1 Chief Executive Charles Gassenheimer claims that each dollar of capital expended at its automotive battery subsidiary EnerDel would return between $4.00 and $6.00 in annual revenues. A significant claim- - as Ener1 has generated minimal revenue to date, for its battery technology is still in development.

      industry.bnet.com/ener.../
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    • ON: Wed Aug 13th 14:43 PM
      Commented on:
      Will Quicksilver Continue to Benefit from High Energy Prices?
      Management tacitly acknowledged on the earnings call that it has identified potentially attractive other resource plays, but had no additional comment. The company is discreetly acquiring large contiguous leases on other unconventional onshore locations.

      Delaware Basin (West Texas), Green River (Wyoming), Antrim Shale (Northern Michigan) — where oh where is the next Barnett Shale play to be found?

      industry.bnet.com/ener.../
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    • ON: Wed Aug 13th 14:43 PM
      Commented on:
      Pennsylvania's Marcellus Shale: Welcome to America's Next Great Energy Boom
      EXCO Management tacitly acknowledged on the earnings call that it has identified potentially attractive other resource plays, but had no additional comment. The company is discreetly acquiring large contiguous leases on other unconventional onshore locations.

      Delaware Basin (West Texas), Green River (Wyoming), Antrim Shale (Northern Michigan) — where oh where is the next Barnett Shale play to be found?

      industry.bnet.com/ener.../
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    • ON: Tue Aug 5th 15:24 PM
      Commented on:
      Ensco Q2 2008 Earnings Update
      One problem:

      Complicating the supply equation, however, is finding a shipyard with idle capacity to build new deepwater rigs, according to Ensco Chairman and Chief Executive Dan Rabun.

      industry.bnet.com/ener.../
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    • ON: Sun Aug 3rd 22:31 PM
      Commented on:
      Exxon's Record Taxes, Capital and Exploration Spending in Perspective
      the 7.8% decline in production reflects — in large part — state expropriation of company assets in Venezuela, labor strike and civil unrest in Nigeria, lower entitlement contracts (which require the company to concede more production to certain foreign partners in step with higher crude prices), and mature-field output declines. Given growing global restrictions on access to productive reserves, is $8.8 billion stock buyback the most prudent expenditure?

      industry.bnet.com/ener.../
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    • ON: Fri Aug 1st 17:04 PM
      Commented on:
      GT Solar Picks the Wrong Day To Go Public
      Excess in production capacity for polysilicon could adversely affect demand for the equipment for sale by vendors like GT Solar, forcing them to cut fabrication equipment margins to stay competitive.

      industry.bnet.com/ener.../
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