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dr_randevil

dr_randevil
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  • EIA Petroleum Inventories [View news story]
    Gary Shilling said $10 oil and we will get there.
    Aug 5, 2015. 11:49 AM | 3 Likes Like |Link to Comment
  • Investing In EOG Resources? You Better Have Time [View article]
    No one has time in investing anymore. Pump and go. Sad.
    Aug 3, 2015. 01:59 PM | Likes Like |Link to Comment
  • Enterprise Products sells off again; Wunderlich says Q2 'satisfying' [View news story]
    Can we complain about maintenance capex spending again? :P
    Aug 2, 2015. 06:55 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Is A Buy - Cramer's Lightning Round (7/30/15) [View article]
    Hopefully the oil won't be lonely in those pipes. Probably more of an issue for Plains All America.
    Jul 31, 2015. 10:13 AM | Likes Like |Link to Comment
  • Green Plains misses by $0.22, beats on revenue [View news story]
    too hard to do
    Jul 28, 2015. 11:49 PM | Likes Like |Link to Comment
  • Anadarko Petroleum posts earnings beat but sales plunge 40% [View news story]
    I'm amazed at the Q-Q production view, 2Q 846 mboe/d to under 800 mboe/d in 3Q. It seems harder to believe the Goldman $50-60 sustains US production call, unless Iran or Iraq come back in a much bigger way.
    Jul 28, 2015. 07:11 PM | 1 Like Like |Link to Comment
  • Even With A Near 5% Dividend Yield I Don't Believe Chevron Is A Buy [View article]
    Common sense says I can't buy any energy until oil prices recover for 4 years at $100+. Then I go all in.
    Jul 28, 2015. 10:56 AM | 2 Likes Like |Link to Comment
  • Chevron Q2 Earnings Preview: Labor Tensions And Spending Gap [View article]
    Don't forget Greece keeping them from becoming the largest producer. The things I have read on Seeking Alpha...
    Jul 27, 2015. 11:52 AM | 2 Likes Like |Link to Comment
  • EQT ends with strong gain after reporting record Utica gusher [View news story]
    the whole 24 hour rate? amazing. I don't even need to see that they'll be able to hypothetically drill these wells at 12.5 mln each when the science spend of 17.5 mln isn't needed. just amazing what we will do to see a company earn poor ROCE but reward them for all the fake IRR numbers they can put in a presentation. outstanding.
    Jul 24, 2015. 09:36 AM | Likes Like |Link to Comment
  • Themes That Are Working Now - Cramer's Mad Money (7/23/15) [View article]
    Hedgies!!
    Jul 24, 2015. 09:30 AM | Likes Like |Link to Comment
  • California Resources: Why I'm Still Long [View article]
    The report also had operating costs moving up rather dramatically due to their view of increased water production compared to oil. That would leave a lot less cash flow available to spend back into capex. I frankly don't understand the straight-line trend they use or the believe that water cuts will increase to the point of non economic wells. But we will have to wait and see how it plays out. It's will be a he said, he said thing until time determines who has truth on their side.
    Jul 16, 2015. 12:17 PM | Likes Like |Link to Comment
  • Oil majors pass on Mexico's first Gulf offshore auction [View news story]
    Show's there is a little rationality left in the industry. Not spend 'til you bust anymore....
    Jul 16, 2015. 11:36 AM | 1 Like Like |Link to Comment
  • BP still a Sell at Goldman, which says current dividend "unsustainable" [View news story]
    $50-$60 new normal for oil will take a lot of production off. Even of beloved EOG. So we will see how sustainable this price level is for the Goldman boys.
    Jul 16, 2015. 11:34 AM | 1 Like Like |Link to Comment
  • Michigan bans heavy oil from Straits of Mackinac pipeline [View news story]
    They should just ban Enbridge from having spills. :P
    Jul 15, 2015. 10:37 AM | 2 Likes Like |Link to Comment
  • Barclays: Oil stocks still "significantly overvalued," cuts view on NFX, COG [View news story]
    I love looking at Barclays energy price target graphs. Embarrassing for them, better to just say we judge our PT on oil prices and move on.
    Jul 14, 2015. 12:34 PM | Likes Like |Link to Comment
COMMENTS STATS
173 Comments
235 Likes