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blueice

blueice
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  • Barron's: Chipotle is losing its spice [View news story]
    Hotdog, you are right on the money.
    Jul 6, 2015. 10:23 PM | 1 Like Like |Link to Comment
  • Crude Oil Prices Are Going To Fall: The Fundamentals Will Trump Financial Speculation [View article]
    "I, too, believe we shall retest not only the $42 ppb but also the 52 week low
    for many, if not all oil firms..(December 15, 2015)"

    This is a selfie quote..We shall retest the lows and there is still a probability
    of $35 goo. (66% IMHO)

    If we begin to see important declines in the Shale plays then perhaps the
    low $40s may be all we see; but then there is always another world recession
    in the making.
    Jul 6, 2015. 03:12 PM | Likes Like |Link to Comment
  • Barron's: Chipotle is losing its spice [View news story]
    TRuth, masterly reply!
    Jul 6, 2015. 09:10 AM | 1 Like Like |Link to Comment
  • Oasis Petroleum: Why This Oil Player Can Get Better [View article]
    Mez, I sorry but it quite relevant...All production costs for E&Ps should
    be declining..

    If an oilers is telling it's sharecroppers, that in this environment they
    have not been able to reduce costs, it is a firm I do not wish to own.

    There are still plenty of wells that need to be completed, hence cost
    saving will play an important role to the bottom line.
    Jul 1, 2015. 11:07 AM | 2 Likes Like |Link to Comment
  • Oasis Petroleum: Why This Oil Player Can Get Better [View article]
    Good post, 1603! Well cost of 9.5 million is still tooooooo high!

    Revenue has collapsed by half over the past 12 months! That needs
    to be monitored! Very, very bad.
    Jun 30, 2015. 10:26 AM | 1 Like Like |Link to Comment
  • Micron Technologies: Tide Will Turn In Second Half Of 2015 [View article]
    8888, I IXQUICK it and nothing came up other than the US Capital
    po Lease and Doggie Biscuits.
    Jun 29, 2015. 05:24 PM | Likes Like |Link to Comment
  • Micron Technologies: Tide Will Turn In Second Half Of 2015 [View article]
    Doggie, you are funny!! GS and MS (not the disease) own hundreds of
    millions of shares!

    As reported by Yahoo: http://tinyurl.com/qyq...

    AS reported by another website: http://tinyurl.com/pa9...

    On the way out, please pickup your doogie treat! Oh, those ten fools
    there are biscuits for you too.
    Jun 28, 2015. 01:10 PM | Likes Like |Link to Comment
  • Why Denbury Resources Is A Good Investment Despite Its Massive Decline [View article]
    The firm does have a 22% profit margin (ttm), however, no top line growth
    from fiscal 2012 to 2014.

    That is one strike and a big red flag.
    Jun 28, 2015. 12:19 PM | Likes Like |Link to Comment
  • Why Denbury Resources Is A Good Investment Despite Its Massive Decline [View article]
    Qniform, I currently have a list of over 15 oilers...I will be removing
    many based upon the all in cost, presented by the author.

    When I find time, I will give you some names. Bookmarked this piece.
    Jun 22, 2015. 08:36 PM | Likes Like |Link to Comment
  • Housing Starts Unexpectedly Plunge 11.1% [View article]
    I did send it to Mr Grannis a couple of days ago, 602.
    Jun 22, 2015. 08:31 PM | Likes Like |Link to Comment
  • Why Denbury Resources Is A Good Investment Despite Its Massive Decline [View article]
    Qniform & 36, good posts..Beware, Qniform, of Wall Street analysts'
    credibility every bit as perhaps a SA contributor.

    In any event, all estimate show DNR unable to earn the need cash
    flow and it is why they reduce capex spending by 50%.

    Furthermore, despite your point of data numbers, something is
    better than nothing..These may be dated metrics but even from them
    one can extrapolate to at least form an opinion.

    And yes, 36, it is the price of goo what matters, nevertheless, there
    are oilers whom has have a better IRR for varies of reasons, including
    overhead.

    Jun 22, 2015. 02:14 PM | Likes Like |Link to Comment
  • Why Denbury Resources Is A Good Investment Despite Its Massive Decline [View article]
    Qniform, is quick!!

    I am in error, as I should have not used production cost..LOE
    expense are not workable either.

    The all-in-cost for DNR is 67.oo, minus the five buck efficiency
    production improvement in the latest quarter.

    http://seekingalpha.co...
    Jun 22, 2015. 09:37 AM | Likes Like |Link to Comment
  • Why Denbury Resources Is A Good Investment Despite Its Massive Decline [View article]
    Qniform, if their cost has been reduced to $21 p/b
    why stop spending on Capex?

    I do not think all of their complete costs are figured
    in their number as it is only field expenses.

    I will try to find the other numbers.
    Jun 22, 2015. 09:19 AM | Likes Like |Link to Comment
  • Lumber Liquidators Has Failed To Disclose That Its Chief Compliance Officer Has Left The Company [View article]
    "As a former scientist with the EPA involved in these issues I know a little bit more than Tilson does and find his comments somewhat laughable."

    Dr Lassle, if Mr Tilson comments are laughable, them of the EPA's
    work is economically laughable.

    And yes, what does precautionary principle mean? Is it a subset of
    the Peter Principle?
    Jun 22, 2015. 09:09 AM | Likes Like |Link to Comment
  • Why Denbury Resources Is A Good Investment Despite Its Massive Decline [View article]
    I read from another SA author whom listed many of the E & Ps production
    costs and Denbury cost per barrel was over $60.oo..

    I will review the numbers again, however, if this is correct I will remove
    this company from our buy list.
    Jun 21, 2015. 10:44 AM | 1 Like Like |Link to Comment
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