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  • S&P warns on global miners including BHP, Rio, Vale [View news story]
    If you had defined what/who BBL is, your comment would have made sense.
    Apr 14, 2015. 03:13 PM | Likes Like |Link to Comment
  • Despite Its Issues, Westport Innovations Inc. Can Be A Short-Term Investor's Delight [View article]
    This is one of four Canadian companies I've owned in 40 years and I've not had a good experience at all. Why is that? Are the managers of these companies not trained to manage an operation? Do they not plan ahead?

    Good Luck to anyone waiting for this stock to turn around anytime soon.
    Apr 4, 2015. 12:37 PM | 2 Likes Like |Link to Comment
  • Reuters: Vale likely to sell its ship assets before its mining assets [View news story]
    Vale would simply sell their ships and lease them back. It happens all the time. They previously had a similar arrangement with several of their ships with a Chinese shipper.
    Mar 26, 2015. 11:44 AM | 1 Like Like |Link to Comment
  • West Africa Is A Big Part Of Chevron's Plan [View article]
    What about the very real threat of ISIS? Especially vulnerable until Obama finally leaves office. After all, ISIS intends to "own" Africa in the not so distant future.
    Mar 25, 2015. 03:41 PM | Likes Like |Link to Comment
  • A Few Reasons To Avoid Investing In American Shale Oil Companies [View article]
    As has been pointed out in numerous articles regarding the oil patch, the U.S. refineries are designed for the most part to refine heavy "sour' crude such as comes from Canada and Saudi Arabia. Shale oil is a light "sweet" crude, so a great deal of what we bring to the surface isn't compatible with our refiners even though they often mix a little of our light oil with a lot of the sour oil in order to refine the product without damaging the refinery.

    This problem would largely go away if we could export our oil.
    Mar 25, 2015. 02:41 PM | 3 Likes Like |Link to Comment
  • Chicken producers hit by supply outlook [View news story]
    The 8% decline of Pilgrim's Pride yesterday was not due to a sudden "over supply" of chicken, it was due to a report that a PPC operation has contaminated a drinking water source for Atlanta.
    Mar 25, 2015. 12:52 PM | 1 Like Like |Link to Comment
  • Pacific Drilling Is Well-Positioned To Weather The Industry Downturn [View article]
    The price of oil has nothing to do with costs, but it has a great deal to do with revenues and profits.
    Mar 22, 2015. 02:32 PM | Likes Like |Link to Comment
  • Why A Beaten-Down Continental Resources Can Make A Comeback [View article]
    Mr. Singh,
    Your article doesn't mention the 800 lb. albatross around CLR's neck..........the complete lack of hedges for this year and beyond. This is a major sticking point for the company which will come back to haunt them. They will survive, but I won't be able to re-invest in CLR until things in the oil patch and CLR get much better.
    Mar 22, 2015. 01:35 PM | 5 Likes Like |Link to Comment
  • Chicken Pure Player Pilgrim's Pride Corporation Trading At A Deep Discount [View article]
    Very good article, and I don't say that because I'm long PPC (I am).

    I don't believe the avian flu will effect PPC as much as Tyson because their flocks are located in very few states, although one is Arkansas, so those birds won't qualify for export for at least 6 months. Regardless, the flu impact shouldn't last that long since the bird migration north is close to finished (migration seems to be the culprit here). PPC can always find other birds to export, although this is a small amount of their revenue / profits.
    Mar 18, 2015. 01:45 PM | Likes Like |Link to Comment
  • Chicken Pure Player Pilgrim's Pride Corporation Trading At A Deep Discount [View article]
    Don't you have that backwards?
    Mar 18, 2015. 01:34 PM | Likes Like |Link to Comment
  • The Long Case For CARBO Ceramics [View article]
    CRR is the only proppant company I wouldn't invest in........back then or now. The article states that "the industry is pointing to more use of ceramic proppants". In fact, the industry is using less ceramics and far greater amounts of sand. This trend will continue for some time. I get a little irritated when an author revolves his buy thesis around a completely bogus statement about future ceramic increases. Long U.S. Silica
    Mar 13, 2015. 02:18 PM | Likes Like |Link to Comment
  • Penn West surges after cutting dividend, amending bond covenants [View news story]
    Yah think? It can't go any lower without going bankrupt.
    Mar 12, 2015. 11:11 AM | 4 Likes Like |Link to Comment
  • U.S. Silica Posts Mixed Results [View article]
    I've been long SCLA for three years now. Still own some after selling most in late July, so I'm familiar with the company and their growth. Unfortunately this article was simply re-hashed verbiage from all the prior ones about SCLA.......didn't read anything new or interesting.
    Mar 10, 2015. 12:28 PM | 4 Likes Like |Link to Comment
  • WSJ: $5.8B Whiting Petroleum seeking a buyer [View news story]
    This announcement comes after at least 3 articles by different people in the last 2 months alone that list WLL as a "midcap player that will "easily" weather the price storm". Gives me a lot of pause about the true talents of these guys, not to mention their lack of homework regarding the subject.

    Good luck to all. We'll all have to recognize that 2015 will not be a profitable year in the oil patch. I'm waiting for the damage to finish and then uncork my keg of power from my July sell off of 80% of my portfolio.
    Mar 7, 2015. 11:44 AM | 3 Likes Like |Link to Comment
  • How Alan Leong Of BioWatch News Keeps Successful Biotech Investing Simple [View article]
    I'll second that motion.
    Mar 6, 2015. 12:31 PM | Likes Like |Link to Comment