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  • Cheniere does not expect to overtake Russia as Europe's top LNG player [View news story]
    It is enough for Cheniere, and other western exporters, to be substantive market players in the European LNG markets. Price points and reliability being the real determinants of influence.
    Russia operates with two, and only two, real instruments of exports and military power...the power and willingnesss to destroy and kill.
    That's pathetic, really. The only thing more pathetic is the West's inability to mount a credible defense.
    LNG market pricing and reliability of energy delivery may be more effective in bringing the perpetually wounded and thrashing Russian bear to heel.
    Oct 26, 2015. 11:19 AM | 4 Likes Like |Link to Comment
  • Consol, Chesapeake, Transocean seen making big moves in next six weeks [View news story]
    And OPEC is watching...
    Oct 12, 2015. 10:14 PM | Likes Like |Link to Comment
  • Energy Transfer Equity Won Williams, But Shareholders Lost [View article]
    It is odd, and tlling, that the Williams Board accepted ETE's revised offer several billion dollars lower than the initial bid, instead of refuse and wait out the current storm. Plus, all they wanted was to get some cash from the deal.
    Clearly, both signs tell me the Board is not optimistic about the immediate future...they take the money and run.
    I continue my long-term hold on ETE.
    Sep 30, 2015. 12:07 PM | 3 Likes Like |Link to Comment
  • Icahn ups stake in Cheniere Energy to 11.43% [View news story]
    Think 2017. Think like Mr. Icahn.
    Sep 28, 2015. 09:34 PM | 3 Likes Like |Link to Comment
  • Frustrated Schwarzman argues higher valuation for Blackstone [View news story]
    Schwarzman "pushing 70." Oh, that's just terrible. Look out below!
    Sep 4, 2015. 02:10 PM | 3 Likes Like |Link to Comment
  • Alibaba Taps The Economic Potential Of Xinjiang [View article]
    Thanks for some info. But, I have a pet peeve. BABA is a "nearly $300-billion enterprise..." What does that mean?

    I wish journalists would measure BABA by its own receipts and cash flows, not the value of merchandise and services it processes.

    BABA does NOT generate $300-billion of its own sales, or revenues. That's what counts.
    There's a gee-whiz phase to BABA's entry on the world stage that I hope is about over. Serious reporting would be timely.

    Thanks, though, for the news that Softbank also has a stake in Snapdeal. I wonder if Ma is interested in Germany's Rocket Internet, newly trading on the Frankfurt exchange.

    It operates web shopping sites in some 50 countries on the models of e-Bay and BABA. It proudly and strategically copies what works in other countries.
    Dec 5, 2014. 06:13 PM | 1 Like Like |Link to Comment
  • Alibaba's Ma Eyes New Partner In Apple's Cook [View article]
    I appreciate any information and insights into Alibaba and this space. But, the author gives no reason for his conclusion a tie-up of any sort would "not work." He rests his conclusion on (his) speculation Cook and Ma would clash.
    Well...huh? This ain't the stuff of HBS, or even Yahoo Finance. Next time come back with a little business and market analysis to support your conclusion.
    Oct 29, 2014. 10:53 PM | 3 Likes Like |Link to Comment
  • Tesla must stop selling cars without a dealer, New Jersey agency rules [View news story]
    Sleazy Christie crony capitalism.
    I suppose Tesla could still open museums and display centers of electric cars, then provide shuttle access across the GW Bridge to a Tesla, for instance, electric auto dealer.
    Also, I suppose there is nothng illegal in Tesla operating service centers in New Jersey, or do the Sopranos object to that, too?
    Mar 11, 2014. 05:53 PM | 2 Likes Like |Link to Comment
  • Tesla Motors narrows Gigafactory site candidates [View news story]
    Nevada..likely cheaper real estate, especially for solar expansion, looser regulations and it gets two US Senators thrown into the deal free.
    Mar 7, 2014. 03:20 PM | 3 Likes Like |Link to Comment
  • A Closer Look At The Insider Buying Going On At JPMorgan Chase & Co. [View article]

    A rule of basic journalism would call for the reporter to cite sources, or make attributions.
    Placing a value on insider information is common sense, and frequently wrong. So, be careful on whom you follow. The author makes decent attributions here, though.
    As a supplement to this article, I suggest the reader check out Yahoo Finance's JPM profile. From looking at it, I see that in the last six months there have been three JPM 'insider' buys and 13 'insider' sells. The profile gives more detail on those, and other, purchases and sales.
    Feb 27, 2014. 05:05 AM | 1 Like Like |Link to Comment
  • SolarCity -2% AH after posting Q4 numbers, Q1 guidance [View news story]
    up News Ahead...waiting for word on rumoured Tesla gigafactory....spike or falling knife.
    Feb 24, 2014. 10:03 PM | Likes Like |Link to Comment
  • Why Chesapeake Energy Isn't A Takeover Target [View article]
    19 in market cap, 13 in debt...might be pricey in these off-peak days for nat gas. But, I do not know how that debt might be handled by a bigger balance sheet. Also, there are some general investing principles that are not completely buried by some bad numbers referenced here
    Namely, 'buy on bad news, sell on good,' for one. The negative free cash flows and debt are legacies from Aubrey McClendon days. It's a new company. This is still a turn-around story...a work in a down market for nat gas.
    RDS and especially BP need new sources of energy. Off-shore drilling is expensive, too, with loser prospects all over. So, what option is most attractive?
    An energy player would be smart to "get in" to the American gas while the sector news is bad and the turn-around work is in progress from the 'wild west' McClendon days.
    Oh yes..small math issue..35 is the high, not current 28. And, a mention of a company sale is not the same as speculation on price.
    Oct 27, 2013. 05:05 PM | 2 Likes Like |Link to Comment
  • With the Right Dividend Stocks, How Much Money Would You Really Need to Retire? [View article]
    Actually, my CBNC fix comes early in the morning...Squawk Box. Actually, since I moved to New Zealand with my laptop, it's a late night show.
    Regardless, the trio of Andrew Ross Sorkin, Becky Quick and 'the other guy,' plus an amqzing array of orporate and government guests, provides me with the most intelligent discussion forum of economics, corporate perspectives beyond today's stock price, and government activities. And, it has a little trader mentality mixed in.
    I will also watch 'Fast' since I truly do want more stock jock talk to keep me remonded about the daily hustle of market reality.
    But, Maria and most of the rest of CNBC programming is just play-by-play news-noise.
    As for Bloomberg, sorry. Never been impressed.
    Sep 13, 2013. 07:01 PM | Likes Like |Link to Comment
  • Executive positions cut at Chesapeake Energy [View news story]
    Any re-organization that eliminates vice-presidents instead of, say, rig workers, is lookin' good to me.
    Sep 10, 2013. 06:52 PM | 3 Likes Like |Link to Comment
  • More on the Wunderlich downgrade of the mREITs (REM +1.2%), (MORT +1.3%): The "lack of liquidity reached crisis levels" on Friday, says the team. "Price discovery has become a very uncertain process and we believe there is a risk that some entity - be it a mREIT or a hedge fund - could fail to meet margin requirements ... while we hope to be wrong in this case, equity investors need to be mindful of the potential downside scenarios." [View news story]
    , I think July 5 must have been 'take your child to work day' at Wunderlich.
    Jul 9, 2013. 03:57 PM | 1 Like Like |Link to Comment