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  • Waiting Patiently To Pounce On Serial Dividend Increaser National Oilwell Varco [View article]
    DNOW will get significant investor interest very soon at it's current price and simi-monopoly position.
    Aug 15 10:27 AM | 1 Like Like |Link to Comment
  • Sector Focus - Part I: Will Top Sectors Stay On Top? [View article]
    So has the overall market!
    Aug 13 11:00 AM | Likes Like |Link to Comment
  • EOG Resources - Further Pullback Required To Create Appeal [View article]
    You may see EOG briefly go to $104, but it sure isn't going to $90. The market isn't that paranoid or uninformed. The current P/E is very rational considering EOG is still in super growth territory and will remain there for at least 5 more years.
    Aug 8 11:51 AM | 1 Like Like |Link to Comment
  • National Oilwell Varco Got Slammed On The Back Of Earnings Again [View article]
    I agree with the author 100%. After an excellent quarterly report, I expected to see the stock pop at least $2.00/share, but it declined 1.5%.
    The market has a case of indigestion right now that will have to work itself out, but I will continue to buy NOV at every opportunity (as I did the morning after the quarterly report).
    Oil exploration is not going down anytime soon, and deep water drilling will remain solid to strong for years to come.
    Aug 3 12:22 PM | 1 Like Like |Link to Comment
  • Update: Outlook For Seadrill And Offshore Drillers Slammed By Raymond James [View article]
    Drop DRYS and buy their majority owned subsidiary ORIG. The short time I've owned ORIG, it's gone from $11 to $18 plus. DRYS future is still 2 years or more out.
    Jul 22 12:08 PM | Likes Like |Link to Comment
  • Update: Outlook For Seadrill And Offshore Drillers Slammed By Raymond James [View article]
    Pacific Drilling and Ocean Rig have newer rigs than NE and SDRL, although a smaller overall number compared to their (NE, SDRL) entire fleets. Pacific Drilling and Ocean Rig have relatively small fleets of drill ships, however this is an advantage, because they don't have to negotiate down their day rates like the larger fleets (NE, SDRL, RIG, etc.) have to.
    Jul 22 12:05 PM | 1 Like Like |Link to Comment
  • Ensco: One Of The Best Picks In The Sector? [View article]
    Gtoz makes the point that I also noticed: you can't receive a rig in late 2016 and contract it for late 2014 and beyond 2016. My main issue with this article is this: I've read a number of articles that will tell us that Pacific Drilling has the youngest ultra deep water fleet and that Ocean Rig is second (or third) behind Seadrill. That puts Ensco in fourth place at best and I suspect it probably falls further than that.
    I feel that IAEReasearch needs to do a better job of researching their facts before putting pen to paper.
    Jul 19 12:58 PM | 4 Likes Like |Link to Comment
  • Does Vale Represent A Strong Value Play? The Struggle For Iron Ore Miners In 2014 [View article]
    Your cost per tonne for Vale is way off. Vale's cost including transportation is consistently quoted in the neighborhood of $40 per tonne. They are by far the least expensive miner on a per tonne basis out of the ground. Don't comment without facts. Thanks
    Jul 16 11:58 AM | 2 Likes Like |Link to Comment
  • SandRidge Energy: Latest Mississippian Results Look Stronger; Initial Chester Tests Disappoint [View article]
    Color me wrong, but has SD drilled the "less than desirable" wells for their trusts and saved the prime areas for themselves now that they are finished drilling on behalf of the trusts??
    Jul 8 04:20 PM | Likes Like |Link to Comment
  • The Numbers Are In! [View article]
    INZ, I thoroughly enjoyed your article, but especially love your rational, focus and spunk! All the best to you and your family! You're a great example to the many Americans who don't get around to thinking retirement until it's too late.
    Jul 5 12:57 PM | Likes Like |Link to Comment
  • New research links surge in Oklahoma earthquakes to drilling activity [View news story]
    Just big is that buffalo? How big is the gentleman's hat?
    Jul 4 12:28 PM | 1 Like Like |Link to Comment
  • Sterne Agee selects five E&P stocks poised for continued run [View news story]
    I'm surprised Ultra Petroleum (UPL) is anywhere on a list of "oil focused companies". Even though they have very recently concentrated on drilling for oil versus nat gas, they are still very much a nat gas company. I used to own them back in the good ole days when gas was consistently above $6.00/mcf, but those days were lost years ago.
    Jul 3 02:21 PM | Likes Like |Link to Comment
  • DryShips And Affirmation Of My Bullish Drybulk Outlook [View article]
    The article seems very optimistic to me. There is always a bump in the BDI during the fall and winter, but not enough to get me excited. I will jump into DRYS when I can see decent sailing for at least 12 to 18 months. In the meantime, I continue to add to my ORIG holdings........this is a sound investment.
    Jun 30 12:05 PM | Likes Like |Link to Comment
  • Hi-Crush Partners LP Is To Fracking As Knife Is To Chef [View article]
    Please define "IDR" Thanks
    Jun 25 02:22 PM | Likes Like |Link to Comment
  • Hi-Crush Partners LP Is To Fracking As Knife Is To Chef [View article]
    Ditto. I've been amazed at SCLA's increase in share price in the last 1.5 years. I bought some more yesterday when the market peed itself. It bounced right back to where it closed Friday (6/20).
    Jun 25 02:12 PM | Likes Like |Link to Comment