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cashewking

cashewking
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  • More Pain For Penn West [View article]
    It all looks positive to me ! They are taking actions they should have done previously.
    Sep 1, 2015. 10:29 AM | 6 Likes Like |Link to Comment
  • Halcon - Debt Reduction Remains A Secondary Focus [View article]
    More nonsense trying to protect your short. I think you better cover!
    Aug 31, 2015. 05:43 PM | 5 Likes Like |Link to Comment
  • The Reasons Why Coffee Will Move Higher [View article]
    I bought last Nov/October at the basis around 1.1 5 per pound. I bought JO and CAFE made some money but sold too soon. I am thinking of starting a position in both this week. Also, like UGAZ around the 1.65 price. I think most commodities oil, copper etc. are too cheap and if you have a 18 moth time horizon I think you can make money.
    Aug 31, 2015. 09:40 AM | Likes Like |Link to Comment
  • Avoid Penn West Petroleum, Despite Positive Moves [View article]
    PWE will be fine. Oil will be higher by year end.
    Aug 27, 2015. 03:59 PM | 5 Likes Like |Link to Comment
  • Halcon Resources: This Mother Fracker Is Worth $0 [View article]
    They have pushed out their debt problems to 2018. I think calling this 0 and shorting it is ridiculous!
    Aug 20, 2015. 03:27 PM | 3 Likes Like |Link to Comment
  • El Pollo Loco: Starting To Look Appealing After A Terrible Quarter [View article]
    I have a hard time understanding how a 3.4% price increase kills your business. If the food is good and the experience is equally good 3.4% wouldn't keep me away.
    Aug 16, 2015. 10:12 AM | 2 Likes Like |Link to Comment
  • Back To The Futures In Oil [View article]
    Had dinner with someone recently who was the head of US field operations for a major oil company. He suggested prices probably would not go much lower for any sustained time but also wasn't very positive on higher prices going forward. He thought that if oil got back to 85 in a few years the US could produce in excess of 12 million barrels a day. Offshore drilling is probably not coming back anytime soon. Too costly and too many risks to warrant a big investment.
    As we talked he mentioned 90% of the industry was taken by surprise on the steepness of the drop. He thought the Saudi's were misguided thinking they would put US drillers out of business. Costs to drill are dropping and technology is increasing yields.
    After talking for 45 minutes I got the impression even with all his experience and insight he couldn't really tell you if oil would be 50 or 65 next year.
    Aug 16, 2015. 10:02 AM | 8 Likes Like |Link to Comment
  • ConocoPhillips Needs A Catalyst. Income Investors Beware [View article]
    If oil stays at current levels we will have a global recession.
    Aug 7, 2015. 09:36 AM | Likes Like |Link to Comment
  • Halcon - Limited Options Might Become Even Fewer Going Forward [View article]
    But why keep beating a dead horse? Are you here to inform others or trying to get the last bit of money from your short!
    Aug 5, 2015. 07:55 PM | 3 Likes Like |Link to Comment
  • Spark Networks, Owner Of JDate And ChristianMingle, Is Getting Its Groove Back [View article]
    I GUESS YOU JUST LIKE TALKING TO YOURSELF ON THIS BOARD!
    Aug 4, 2015. 09:09 AM | Likes Like |Link to Comment
  • Freeport-McMoRan: Buy The Dip To Profit From Copper [View article]
    If commodities don't turn up soon you may be right! Unfortunately, if you're correct things could get much worse than anyone thinks possible. I think oil and copper need to turn soon to avoid a prolonged global recession.
    Aug 4, 2015. 08:54 AM | 1 Like Like |Link to Comment
  • Top 10 Monthly Pay Dividend Dog Yields Exceed 17% Average As Of July 31 [View article]
    Can you comment on the safety of some of the CEF's. Thanks.
    Aug 4, 2015. 08:47 AM | 1 Like Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity [View article]
    Mirror, mirror on the wall I am the coolest of them all ! The author's daily mantra !
    Aug 2, 2015. 05:31 PM | 1 Like Like |Link to Comment
  • Halc√≥n Resources (HK) Floyd C. Wilson on Q2 2015 Results - Earnings Call Transcript [View article]
    What prices are they hedged at through 2016?
    Aug 2, 2015. 05:05 PM | Likes Like |Link to Comment
  • Will OPEC 'Throw In The Towel'? (Part 2) [View article]
    Do we really know what price the Saudi's are actually selling for here. It may be lower than most think which would drive down WTI.
    Jul 28, 2015. 08:57 AM | Likes Like |Link to Comment
COMMENTS STATS
682 Comments
1,102 Likes