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rv3lynn

rv3lynn
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  • Why Oil And Gas Companies Must Restructure To Remain Profitable [View article]
    Oil producers make lots of profit when oil prices increase because development and operating costs lag behind oil price increases.

    Then, when profits are high, oil producers voluntarily pay higher prices for services in order to maintain higher production rates.

    This automatically supports escalating service prices.

    When oil prices flatten, as they have recently, service costs are still escalating, and are now starting to lead oil prices. In order to maintain profitability producers then start cutting budgets, reducing exploration and generally crying the blues. And stock prices get variable.

    When producers start cutting back, service companies wise up quickly - they are very nimble. Invoices are cut, discounts go up, profits go down, but everybody is still working.

    The lead/lag curve has happened in every historic oil boom/bust cycle. It is nothing new.
    Aug 9 01:58 AM | 1 Like Like |Link to Comment
  • Tesla Will Become The Victim Of Its Own Success [View article]
    Value,

    You hit the nail on the head. I have spent hours and hours reading these comments to SA Tesla articles trying to get to the middle ground.

    Now I think there is no middle ground, there are only the long Republicans and the short Democrats. Honestly, an analogy that I don't want to evaluate!!

    So for me I will keep my stock (@$95) and support the company by ordering a Model X.

    But I will not read any more Tesla article comments. I will follow your lead and do some real work instead.
    Aug 9 01:26 AM | Likes Like |Link to Comment
  • Massive Pipeline Expansion Phase Underway In Marcellus [View article]
    Very good explanation of the expansion of gas supply in the northeastern US.

    Explains that overall US production is increasing so fast that local markets cannot absorb it all and that new chemical plant demand and exports will be needed to soak up excess supply.

    Gas probably will be cheap for a while in the US, which is very good for consumers, chemical plants and plastics manufacturers.

    Gas producer stocks may not benefit that much, but downstream companies may do well.
    Jul 30 11:51 PM | 2 Likes Like |Link to Comment
  • How Has Herbalife Kept The Game Going For So Long? [View article]
    My wife is a HL distributor. She also was a true believer in the HL system.

    I told her a long time ago that the HL business model was flawed. She did not agree. We had a couple of disagreements.

    After some years of trying to make money in the HL program, she gave up.

    But she never lost faith in the products.

    Which means I have to take 6 pills per day.

    Got my blood work back yesterday. MONSTER improvement over last report.

    I don't give a damn about the stock. But IMO any person that wants to bankrupt this company for his own profit should be shot at sunrise.
    Jul 27 12:38 AM | 7 Likes Like |Link to Comment
  • 24 Ways Herbalife Is Mocking The Regulators [View article]
    QTR

    I don't give a damn about HLF stock. Own none.

    But I do take a lot of HLF products due to the wife.

    Went to the doc yesterday and found that my cholesterol had improved substantially in the last 6 years.

    Don't know about the business model, but I believe the products have merit.
    Jul 26 01:05 AM | 7 Likes Like |Link to Comment
  • The Day I Sold Everything [View article]
    The Norwegians are pretty sensible with their sovereign wealth fund. Funded with oil and gas revenues from the North Sea. They have bought mostly oil and gas, drugs, car and tech companies.

    Rule #1, buy what is working. Done.

    Before is is all over, they will have over a trillion dollars invested for the 5 million people in Norway.

    The Norwegians are set for life, even if they do not know it yet.
    Jul 26 12:47 AM | 1 Like Like |Link to Comment
  • Tesla: Is It Really Panic Time? [View article]
    Remember, Tesla can sell the Model III for $42,500 for a consumer net of $35,000 after Federal tax credits. Less than that in some states. This might work OK for a couple of years until the tax credits phase out. By then production could be efficient enough to reduce the actual sell price to $35,000.

    Plus, the $35,000 car will be a stripper. For example, today you can buy a Ford Focus for $16,000 or $28,000, pick your poison.

    I think Musk is deadly serious about hitting the $35,000 number - assuming the battery factory works out.
    Jul 17 02:11 AM | 2 Likes Like |Link to Comment
  • Tesla May Have A Huge Unfunded Warranty Problem Due To Defective Drivetrains [View article]
    Cobranut drives a previous generation Focus and comments on Tesla.

    I must be missing something here.
    Jul 14 12:24 AM | 3 Likes Like |Link to Comment
  • ConocoPhillips: One Of The Best Picks In The Sector? [View article]
    That's billion barrels, with a B.
    Jul 11 12:43 AM | Likes Like |Link to Comment
  • Location, Location, Location May Give Phillips 66 A Big Edge [View article]
    Some of my Permian crude goes to Phillips in Borger. I can assure you that we are getting "squeezed". WTS last month about $93.00. WTI even worse.
    Jun 28 01:13 AM | Likes Like |Link to Comment
  • How Not To Write A Tesla Short Article [View article]
    No can be. LT has much better syntax. He must be on vacation.
    Jun 22 11:25 PM | 1 Like Like |Link to Comment
  • Is Tesla Model S Really A Quality Green Car? [View article]
    All vehicles have failures of one sort or another. The situation today is that the Internet allows a disaffected owner to amplify his or her problem far beyond what is statistically significant. A small percentage of loud complainers makes a big online splash, but often doesn't amount to much in the overall picture.

    Clearly, based on the comments from Tesla owners, that is the case here.

    A GM car however....
    Jun 20 08:10 PM | 2 Likes Like |Link to Comment
  • Why Conoco May Be A Tricky Dividend Stock These Next Few Years [View article]
    Tim - ConocoPhillips.

    Please don't short the Phillips side of this merger. If anything they added more to the pot than Conoco did.

    Of course, Mobil, Texaco and Gulf are now just memories. Maybe Phillips will go the same way.
    Jun 15 10:40 PM | Likes Like |Link to Comment
  • Sanchez Energy: From 'Asset-Poor' To 'Asset-Rich' [View article]
    Shell bought this area for nat gas, just a little bit late.

    Then they typically spent too much for drilling and development.

    At 25 cents on the dollar Sanchez will be making money here for the next 30 years.

    What a deal!
    Jun 13 02:51 AM | 1 Like Like |Link to Comment
  • Energy Transfer/Susser Holdings Deal: What You Need To Know [View article]
    These comments are probably from customers that fondly remember the Town & Country stores prior to their acquisition by Stripes. I have heard the same commentary myself many times. I'm not sure that the perceived differences are a management issue. The Stripes acquisition occurred just as the oil boom in Texas was getting legs. Getting good help since then, especially in a low paying business like convenience stores, has since become a major headache for employers. They are forced to hire anyone with a pulse just to get staffed up. The quality of the staff is especially obvious in retail. Stripes probably should be congratulated for their financial performance in this environment.
    May 6 07:14 PM | 2 Likes Like |Link to Comment
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