Seeking Alpha

The Patriot

The Patriot
Send Message
View as an RSS Feed
View The Patriot's Comments BY TICKER:
Latest  |  Highest rated
  • YPF signs a preliminary shale agreement with Dow Chemical (DOW) towards a 50-50 JV for the development of the El Orejano block in Argentina's Neuquen province, one of the first areas to boast discoveries in the Vaca Muerta formation. YPF already partners with Dow in downstream ventures including Argentina's Bahia Blanca petrochemical complex. [View news story]
    A lobbyist got to do what a lobbyist is paid to do !!
    Mar 26, 2013. 10:16 PM | Likes Like |Link to Comment
  • An increasing push to substitute natural gas for oil and improvements in fuel economy could lead to the end of growing oil demand much sooner than expected, Citi's Seth Kleinman forecasts. The last decade's structural bull market was a result of surging global oil demand and weak non-OPEC supply growth; the outlook has now reversed, meaning Brent prices are likely to hover at $80-$90/bbl by decade's end. [View news story]
    No different than the coal vs nat gas scenario. Regardless of the %s
    used, supply of one, will shrink with lower prices until it becomes more profitable to substitute with another. The more one resource is used, the higher the price. We cant rely soley on one. Should be a predictable cycle.
    Mar 26, 2013. 06:37 PM | 3 Likes Like |Link to Comment
  • Cyprus passes two of the measures necessary to secure a €10B bailout. Notably, the Cypriot parliament has approved the use of capital controls, which may limit the amount depositors can withdraw once banks reopen. The measure may also restrict fund transfers, limit debit card transactions, and ban redemptions of time deposits, among other possibilities according to The Guardian[View news story]
    Regardless of the outcome, my confidence in the saftey of my
    deposits will never be the same.
    Mar 22, 2013. 05:28 PM | 1 Like Like |Link to Comment
  • Cliffs Natural Resources (CLF -4.3%) plunges near four-year lows, capping a 40% YTD decline. Cowen analysts see CLF's move to idle its Wabush Pointe Noire pellet plant as prudent but accompanying cost guidance seemed "aggressive." Given recent action in Chinese steel prices, the firm sees further downside risk to iron ore prices which could add increased pressure to CLF shares. [View news story]
    Prime target for the Chinese ??
    Mar 13, 2013. 01:34 PM | 1 Like Like |Link to Comment
  • Now that Washington looks to have accepted the $85B sequestration, GOP legislators are looking to see where they can apply the scalpel rather than the machete. Programs at risk include one for robotic squirrels that helps researchers understand how squirrels interact with rattlesnakes, and Nasa's research on feeding astronauts on Mars. [View news story]
    I would like to see every US funded program put online and each
    citizen would get $1 to spend on the funding.
    Mar 10, 2013. 11:14 AM | 1 Like Like |Link to Comment
  • Company-specific risk for tech stocks is at its highest level in 5 years, claims Morgan Stanley's Adam Parker. He thinks this "typically this bodes well for alpha generation in the technology sector," and suggests investors focus on individual equities rather than sector/thematic plays. Meanwhile, Bespoke observes 28 out of 70 S&P 500 tech stocks (40%) now yield more than 2%, giving them a payout above that of 10-year Treasurys. STX tops the list at 4.9%, followed by INTC at 4.35%. [View news story]
    With some due diligence, you can roll your own ETF with 5 or so
    best of breeds.
    Feb 26, 2013. 08:26 PM | 3 Likes Like |Link to Comment
  • Vietnam (VNM) has been one of 2013's hottest markets, but many of its state-owned companies are so broke they can't pay their employees. It's estimated 60K "zombie workers" in Hanoi and Ho Chi Minh City alone show up for work without getting regular pay. "If I quit, I will lose the six months' salary that they owe me," says one. [View news story]
    What are the odds of this happening to US govt workers ??
    Feb 20, 2013. 01:15 PM | 2 Likes Like |Link to Comment
  • The intense smog situation in Beijing forces the government in China to curb the usage of state cars and appears to be increasing dialogue on broad policy changes regarding fuel emissions. How bad is it? Areas around Beijing saw only five smog-free days in January with auto emissions blamed for over 25% of the pollution in the air. The issue plays into the strength of foreign manufacturers (GM, F, VLKAY.PK) able to produce modern low-emission vehicles in the region at a steady clip. [View news story]
    Think man think !! : )
    Feb 5, 2013. 08:33 PM | Likes Like |Link to Comment
  • BP tallies up claims made by state and local governments on the Gulf coast for economic and property damages from the Macondo oil spill, and believes the $34B in claims is "substantially" overstated. BP says proving a loss of tax revenue by local governments would be difficult given its response to the spill led to 40K people being hired and more taxes paid. Local reaction: BP has been "incredibly difficult to deal with." [View news story]
    Good one : )
    Feb 5, 2013. 08:14 PM | 2 Likes Like |Link to Comment
  • The intense smog situation in Beijing forces the government in China to curb the usage of state cars and appears to be increasing dialogue on broad policy changes regarding fuel emissions. How bad is it? Areas around Beijing saw only five smog-free days in January with auto emissions blamed for over 25% of the pollution in the air. The issue plays into the strength of foreign manufacturers (GM, F, VLKAY.PK) able to produce modern low-emission vehicles in the region at a steady clip. [View news story]
    I would think anti-pollution equipment for the Chinese coal plants would
    be an easy sell.
    Feb 5, 2013. 05:24 PM | 1 Like Like |Link to Comment
  • The revival in U.S. manufacturing isn't yet showing up in the numbers, says Daniel Meckstroth, noting plant closings continue to outnumber new openings (data is only through 2012 Q2). News about the occasional return of a plant from overseas makes for a nice headline, but there's nothing in the data showing it's more than a trickle, he says. [View news story]
    Potentially lower energy costs, increased transportation costs,
    political stability,decreasing union influence, to name a few.
    Feb 4, 2013. 02:37 PM | Likes Like |Link to Comment
  • Wal-Mart (WMT +0.5%) says it's working with suppliers as increased demand for gun ammunition has shelves nearly empty in its gun sections. The company will ration ammunition sales to three boxes per customer for the short term until supplies catch back up. Analysts think the gun demand rush has brought a marginal benefit to Wal-Mart's store sales with buyers presumably picking up incidental items along the way to checkout. [View news story]
    Whatever bump it caused for Walmart, it was even more so for Academy.
    Jan 31, 2013. 12:35 PM | Likes Like |Link to Comment
  • China’s coal use grew 9% in 2011, rising to 3.8B tons, meaning the country is burning nearly as much coal as the rest of the world combined. China relies on coal to fuel nearly 80% of its power plants, vs. ~40% (and falling) in the U.S. And by 2017, India likely will become the world’s second-largest coal consumer, surpassing the U.S. The issue of climate change isn't going away any time soon. [View news story]
    http://bit.ly/14v3a0W
    Jan 30, 2013. 08:00 AM | Likes Like |Link to Comment
  • China’s coal use grew 9% in 2011, rising to 3.8B tons, meaning the country is burning nearly as much coal as the rest of the world combined. China relies on coal to fuel nearly 80% of its power plants, vs. ~40% (and falling) in the U.S. And by 2017, India likely will become the world’s second-largest coal consumer, surpassing the U.S. The issue of climate change isn't going away any time soon. [View news story]
    Long CNX
    Jan 29, 2013. 07:21 PM | 1 Like Like |Link to Comment
  • A federal appeals court has invalidated President Obama's "recess" appointments to a labor board last year, ruling that they were both unconstitutional and "invalid from their inception." The case was seen as a test of the limits of the president's ability to make appointments during a Senate recess, and deals a blow to the White House's strategy to bypass Senate Republicans. [View news story]
    They werent in recess !!!!
    Jan 28, 2013. 08:53 AM | Likes Like |Link to Comment
COMMENTS STATS
324 Comments
520 Likes