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  • Tesla Model X Price Should Not Worry Investors [View article]
    There is a lot of talk about Tesla cars being very expensive. They are high performance cars and those are usually expensive.

    I was in Tulsa yesterday and the Chevy dealer was advertising a Z-28 Camaro for $75,000 MSRP. A pony car for Pete's sake!

    Speed costs money. How fast do you want to go?
    Oct 6, 2015. 10:59 PM | 2 Likes Like |Link to Comment
  • JPMorgan throws in the towel on Banco Santander [View news story]
    Are you certain about this??
    Oct 1, 2015. 10:52 PM | Likes Like |Link to Comment
  • Retirement Strategy: Tesla Has Low Horsepower For My Retirement Portfolio [View article]
    Elon Musk is at war.

    So many people look at Tesla as a company that has this problem or that problem, which demonstrably is true.

    But they overlook the fact that he is at war. He has declared war on the entire ICE industry. And he intends to win.

    Will he win? That is still to be determined. But when you are at war, your success is usually determined by your ability to raise enough money to fund your warlike activities. So far, it is clear that Elon has no problem raising money and spending it as fast as possible.

    An analogy would be what the United States did in WWII. We raised the money in, at that time, what were some very unusual ways. We spent it, and won the war. We may still be paying the bill.

    Will Elon win his war? Not for sure right now. But you can bet he will push his plan until it succeeds or fails.

    The premise is that Tesla is not a stock for anyone thinking about retirement. That seems reasonable. He might lose the war.
    Oct 1, 2015. 10:32 PM | Likes Like |Link to Comment
  • Retirement Strategy: Tesla Has Low Horsepower For My Retirement Portfolio [View article]
    There was a great book written in the 80's titled "The Sporty Game". It dealt with the bet the company investments required to develop a four engine jetliner. As I recall, Convair built their 880, Douglas built their DC-8 and Boeing built their 707. Lots of money was spent developing three airframes that were all basically the same. Convair and Douglas got hurt.

    Fast forward. Tesla has the idea, product and drive. Apple wants to be in the business and they have the money.

    It would be a waste for big egos to disrupt disruption.
    Oct 1, 2015. 10:08 PM | 1 Like Like |Link to Comment
  • America‚Äôs Work Truck Reinvented: All-New Ford Super Duty Is Toughest, Smartest, Most Capable Super Duty Ever [View article]
    I bought my new 2008 F-250 LWB crew cab 4x4 diesel 6 speed manual for $29,500 out the door.

    I would like to get a replacement for something just a bit more. Thoughts?

    OOPS! I missed the late next year sales date. Will keep driving old reliable a little while longer.
    Sep 24, 2015. 01:10 AM | Likes Like |Link to Comment
  • Shell's Arctic drilling plan too risky, ex-BP boss Browne says [View news story]
    Browne was busy politicking and forgot to remind his drilling engineers TO PUMP CEMENT BEHIND THE CASING at Macondo. So you get what you get.

    Shell will be fine in the Beaufort. My guess is that it will be a big discovery. And with a real good cement job.
    Aug 18, 2015. 12:07 AM | 2 Likes Like |Link to Comment
  • North Atlantic Drilling names Sevan Drilling CEO McReaken as new CFO [View news story]
    You are right, the Saudis will not be bankrupt in two years. However, four years of $40/bbl oil and they will be in the same boat as all the U.S. oil producers that are tanking right now.

    It would be a classic case of Mutually Assured Destruction.

    Since the Saudis are no fools, it is clear that the current oil price scenario will not continue until that time. For a long term investor four years is nothing. Pick your entry point.
    Aug 17, 2015. 11:24 PM | 4 Likes Like |Link to Comment
  • The Oil Price War Might Have A Surprising Loser [View article]
    The Saudis knew that if the U.S. shale production incline curve continued on its unprecedented rise that there would be too much oil for the market to accept. They knew that somebody was about to lose market share, and they made the decision that it would not be themselves. I'm sure that when they first saw 1200 U.S. rigs laid down they thought that their plan was working. But apparently, the resilience of the domestic industry has been somewhat unexpected. Their plan will work in time, but I think it is clear now that it may cost them more than they expected.
    Aug 6, 2015. 07:37 PM | 4 Likes Like |Link to Comment
  • ConocoPhillips - 'The Dividend Is Safe' [View article]
    What I like about COP management is that they are adjusting to the rapidly changing price situation in real time. They are not asleep at the wheel.
    Aug 4, 2015. 02:19 AM | 7 Likes Like |Link to Comment
  • When The Fed Begins To Tighten, Quality Stocks Matter [View article]
    If you think I will sell my oil at $10.00/bbl you are nuts.

    I will turn the HOA switch off and take a vacation.
    Aug 3, 2015. 02:43 AM | Likes Like |Link to Comment
  • Rude Awakening For Those Who Ignored The Energy Markets' Warning Signs [View article]
    In the 70's and 80's the Saudis sold lots of barrels for $20 to $30 that cost them maybe $5/bbl to produce. Sweet for them. Margins, OMG!!!

    Times have changed.

    Incremental Saudi barrels now cost the same as anywhere else in the world, like $30 to $40/bbl.

    Why they are posturing that they can continue to deliver cheap barrels when they cannot is a political issue, not an engineering issue.
    Jul 27, 2015. 01:02 AM | 1 Like Like |Link to Comment
  • Leaner ConocoPhillips Poised To Capture Oil Recovery And Is Trading At 38% Discount [View article]
    Jerry - WTI is a higher grade oil than Brent, but Brent sells at a $6 premium worldwide to WTI. Why? Because there is too much WTI concentrated in the US. If we were allowed to move WTI out of the US the Brent/WTI spread would go to zero. The result would be US producers would get a higher price, helping them to stay in business, and US gasoline prices would drop, since gas prices are tied to world Brent price. Win, win for US operators and consumers, not so good for the North Sea operators.
    Jun 28, 2015. 11:23 PM | Likes Like |Link to Comment
  • GM Pokes Tesla With Chevy Bolt Development Progress Report [View article]
    Honda makes Crosstour - Chrysler made Crossfire
    Jun 25, 2015. 02:08 PM | Likes Like |Link to Comment
  • Canada sets carbon emissions reduction target of 30% by 2030 [View news story]
    No problem. Export that oil sand production, it becomes somebody else's problem.

    The root problem with capitalism is that all the smart people are in business and all of the dumbasses are in government.

    Heaven help us.
    May 16, 2015. 02:05 AM | 3 Likes Like |Link to Comment
  • Tesla Short Interest Hits 13-Month High [View article]
    I quote you:

    "there also have been some concerns about Tesla's large spending habits."

    Apr 27, 2015. 01:31 AM | 3 Likes Like |Link to Comment