carloz678

Carbo Ceramics: Value Plus Volatility

Tom, interesting perspective on ccr. I learned about this company from a newsletter a couple of years ago, didn't buy any. I took a look at it on TDAmeritrade website. Looks like the alltime hi was at about the same time I learned about it. The earnings projected for this quarter (7/30) are almost 50% lower than last. The net operating cash flow is 410% below last year (Street.com). There are no significant buy recomendations from the 5 services providing opinions. Those factors plus the patent expiration are trouble to me. I addition, a 29% short interest indicates big players think this one is going to take a hit. I'll be watching to see what happens, Good Luck
Carl

Is the Black Gold Rally Over?

"Grassoline" in July issue of Scientific American presents some ideas that may be funded by the stimulus plan and could change everything. Timeframe of 5 to 10 years.

Global Warming Could Be Double Previous Estimates - MIT

Didn't realize SA readers had such a higher understanding of this issue than the reasearchers at MIT.

U.S. Economy: We Don't Have the Right People in Charge

"Barney Frank helped cause the mess". Really? I thought Phil Graham was the chairman of the banking committee at that time. In fact wasn't he the prime mover in banking deregulation that caused this whole "mess" and McCains economic adviser.And his wife, I remember something about her as head of the CFTC. Good work there, if hedge funds hadn't run the price of oil up to $147 mabe the world economy wouldn't have taken a dump.
I'm glad you don't run the economy, you can't get the simple stuff right. Elections, good idea work on fixing them.

Atlas Pipeline: As Dividend Continues, Why Is Stock Falling?

I owned this last year and made money. I never quite got how these mlp and trusts can constantly pay out dividends (.96 next month for APL) on earnings that average .50/ quarter. Is it because they issue more stock or
a return of capital?

Record Decline in Driving, Record Level of Conservation

Paulk, mabe you'er right about the unintended consequences but the fact is that the end of the cold war was caused by low oil prices. The Soviet Union could not make it with oil at 8.00/bbl. The consequences of high oil prices will be more war.

The real subject here is the 245 billion est, miles driven in April this year. I found US oil consumption on the EIA site listed at 20 mil. barrels/ day or times 30 days 600 million barrels/ month. 245 billion divide by 600 million = 408 miles/barrel/42gal. = about 10 miles/ gallon. A 5 mile/ gal. increase in mileage would result in a 1/3 reduction in oil use or 200 million barrels/ month or/ 30 = 6.66 million barrels/ day. Thats a lot of oil. Eschew that.

Options Trader: Friday Outlook

small town, dems in power in congress 18 months. wake up! less gov't you say, why not start with a repeal of the 40 something billion welfare payment to your local "small town" farmers. the system operates on money, big money. take it out of the system and mabe people will begin to do whats best for everyone, not just the ones who finance incombents elections.

Bring on the Alt-A Downgrades

Here in Ca. where some of the loans are, people just don't walk they are stripping the homes and yards on the way out. Yesterday I saw an add (craigslist) for complete new kitchen and bathrooms for sale cabinets, granite counters, appliances, plumbing fix. even ac and heat equip. $4000. Thats tapped out and pissed off.

Odds Favor Short-Term Slip in Crude Prices

Aviv.

I agree with you. The huge head shown for Y2K does not seem correct. I was traveling in an RV that whole year and gas prices were extremely low and unchanging.

Analysts Bullish on EnCana's Plans to Split Itself in Two

245 million barrels per day? Wake up.

Penn West Energy Trust: An Underappreciated Gem

Jack, I've owned PWE since right after the Holloween crash and just in the last 2 days am not underwater. I've been frustrated by the fact that PWE does not correlate to the price of oil. We see these predictions of 150 to 200 oil I would remind everyone that by past performance PWE will appreciate at a fraction of any oil gains. It seems that the dividend is like a pherome to draw unsuspecting investors capital, I know it was for me. I would suggest that anyone thinking about putting money into PWE do a comparrison chart with some of the dynamic American oil companys whose performance correlates more closely with the price of oil.
Examples like SGY, ARD are up 100% in the last year vs. flat for PWE. Hell even Canadian ECA is up 50% and if you go to 2 years PWE is down over 20%. So be careful and remember the Thornburg fiasco.
Carloz678

Lowering Prices at the Pump

This rant about taxes is a smokescreen to hide the real problem. We have heard this crap over and over for ever. All the tax cutters claim to be patriotic Americans but all they are doing is buying prosperity today on credit. Any moron can live the highlife as long as he has your credit card. Thats whats happening. You think things a bad now. Just wait. The tax code is supposed to be about 50,000 pages long, most of it is about deductions. The average joe sixpack dosen't use any of them just the short form. I heard that hedge fund managers that made one billon a year get some break that puts them in a 15% bracket. Warren Buffet says his secretary pays a higher percentage than he does. And now congress has to fix the ATM, what a joke another 1,000 pages for the tax code.

New Flyer Inds: A Clean Way to Play Extreme Peak Oil Scenarios

Good question Whisper, why don't you write a letter to General Motors

BPZ Energy: Market Overreaction Offers Another Buy Opportunity

Thanks for the heads-up on this. I read the report yesterday and didn't understand the reaction. Today I saw the shake out and just decided to hang in. Hope you'er right.

Penn West Energy Trust: Q2 2007 Update

Davy,
"Even though they booked the tax charge now (C326m) management estimates they have enough NOL to offset the tax until 2014."
Could you explain the accounting behind taking a non cash charge now for a tax due in 2011 that you allready have NOL to offset?
Carloz678