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Texas Rebel in Oxford

Texas Rebel in Oxford
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  • Currencies And Gold: The Big Picture [View article]
    It is interesting to contemplate "zero sum" games. I used to think equities
    markets were NOT and futures and options mkt's. were. I guess the "Money
    Center" banks really hold all the keys to the "palace". We shall soon see.
    Jul 19, 2014. 10:38 PM | Likes Like |Link to Comment
  • Exxon Mobil Goes Head-To-Head With This Energy Play [View article]
    XOM is a HOLD and a BUY under a $100. DIV reinvestment is only
    way to go. Devon/XOM comparison is only fair in US nat. gas business
    not globally. W/XOM owning XTO it will be interesting to see how
    competitive they are w/ companies like Devon w/ less overhead.
    Obviously the natural gas business in US is volatile and very competitive.
    I think the winners are the companies closest to the pipelines.
    Jul 15, 2014. 05:12 PM | Likes Like |Link to Comment
  • A new year brings dreams of lucrative M&A activity, and no more so than in Big Oil, where some see an appetite for the sort of megadeals last seen a decade ago. But not long ago, investors were demanding oil majors split their upstream and downstream activities; WSJ’s Liam Denning looks at how ConocoPhillips (COP) has handled that move, and finds a company vulnerable to falling energy prices[View news story]
    I think both are fine companies run by capable and honest people.
    PSX just got a head start because of current mkt. conditions in
    their industry (refining and pipelines). I own both and will hold for
    capital gains and dividends. I'm glad management unbundled them
    for the shareholders. Jim Mulva was a genius and a good guy too !
    Jan 8, 2013. 02:18 AM | Likes Like |Link to Comment
  • Occidental Petroleum: Dividend Growth At A Reasonable Price [View article]
    OXY is a well run oil production co. that is well worth the investment.
    Entry points should be at 72.50 or below. Consider selling puts to
    reach a position in the stock.
    Dec 7, 2012. 08:04 PM | Likes Like |Link to Comment
  • Freeport's (FCX) mega-deal for McMoRan (MMR) and Plains (PXP) looks "incestuous" to Jim Mueller: Just for starters, PXP owns 31.5% of MMR and CEO James Flores sits on its board; MMR CEO Jim Bob Moffett is chairman of FCX; B.M. Rankin, a co-founder of FCX with Moffett, sits on MMR’s board. With such a web of relationships, how much independent due diligence was done in reaching the deal? [View news story]
    Jim Bob Moffett and Mac Rankin are beyond reproach from an
    integrity, character and honesty motif. I also happen to think they
    are astute business men who have been highly successful for
    decades. For all you 30, 40 and 50 somethings these guys know
    the ropes. period !
    Dec 5, 2012. 05:49 PM | 3 Likes Like |Link to Comment
  • Apache (APA), Devon (DVN) and Occidental Petroleum (OXY) all have strong track records and low-risk profiles, but lack the exploration potential, high-production growth, and takeover speculation premium of many of their E&P peers, Oppenheimer's Fadel Gheit writes. Investors have preferred stocks of energy companies emphasizing high-production growth over those with high return on capital in recent years. [View news story]
    Everybody is so short term in their thinking. OXY is a long term
    buy and currently has an almost 3% div. If you think it's going
    nowhere then do div. reinvestment and write covered calls @ 80
    3 or 4mo. out 'til hell freezes over OR until we SECEDE.
    Dec 4, 2012. 01:29 PM | Likes Like |Link to Comment
  • Barrick's Management May Be Bigger Disappointment Than Q2 Earnings [View article]
    If you are correct, then I guess the only way to fight the fire is with
    fire (by any means). I do know that Pan American (PAAS) and
    Freeport (FCX) are fighting these thugs in Argentina and Indonesia
    respectively. Maybe they can pool their resources and fight these
    eco-terrorists and political thugs more aggressively ? Maybe a
    change in US gov't. attitude would help ? I feel like the obstructionists in this country are as strong as anywhere in the
    world. Could this be socialism at work or just individual thugery ?
    Aug 4, 2012. 11:35 AM | Likes Like |Link to Comment
  • Barrick's Management May Be Bigger Disappointment Than Q2 Earnings [View article]
    I think this fellow is right on target about ABX's poor performance.
    Like Jim Rogers said owning the underlying commodity has a lot
    less risk to it than owning the stock. ABX has obvious mgmt.
    problems that better be solved sooner than later or someone will
    buy them out on the cheap. I do assume that the stock is now
    below book. I have 2000 sh. in st. name. I don't want to even think
    about my basis cost...HA HA.
    Jul 31, 2012. 02:08 PM | 1 Like Like |Link to Comment
  • Enbridge Energy Partners Reports Earnings On July 31 [View article]
    The young man did some pretty good research. Thanks for all the
    info in a concise easy to assimilate and interpret manner.
    Jul 26, 2012. 03:44 PM | Likes Like |Link to Comment
  • Book Review: Private Empire - Exxon Mobil And American Power [View article]
    Exxon Mobil is one of the finest corporations to ever bless our
    shores. Lee Raymond was one of a long line of superior CEO's.
    People who denigrate this company are either plainly ignorant
    or have such a socialist mentality that they can't see the forest
    for the trees.
    BTW I have never worked for XOM. I have however, put two
    children through college and funded a retirement for my wife
    and I because of Exxon DRIP's.
    Jul 8, 2012. 03:07 PM | 4 Likes Like |Link to Comment
  • JPMorgan: Another Reason CDS Should Be Regulated As Insurance [View article]
    I think Mr. Armistead's replies are all very cogent to the concerns
    of "financialism" strangling our free market economy.
    Thank you Tom for answering so many of these blogs which brought
    up additional insights to the problem.
    May 29, 2012. 06:33 PM | 1 Like Like |Link to Comment
  • JPMorgan: Another Reason CDS Should Be Regulated As Insurance [View article]
    Excellent article that ought t/be required reading for every
    voter in the country and especially all students of economics.
    Kudos to Mr. Armistead for spelling it out so clearly.

    Thank you
    May 21, 2012. 02:54 PM | 4 Likes Like |Link to Comment
  • Phillips 66: This Energy Spin-Off Will Reward Patient Investors [View article]
    Nothing like being a contrarian. I like the spinoff...Mulva was a
    sharp CHM. who made mistakes but corrected them in the long run.
    May 18, 2012. 01:09 PM | Likes Like |Link to Comment
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