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  • Another 'Typical' Tesla PR Stunt [View article]
    I agree that the Model X will be a huge hit. My wife, like a lot of women, drives a crosssover SUV. Her primary concerns in a car are comfort, safety, reliability, and cargo capacity, more of less in that order. She has seen the Model S and thought it was OK, but I am absolutely convinced that when she sees the Model X the party will be over, the old SUV will be out and I'll be signing the papers.
    I don't know if the Model S is losing sales, but what is a fact is that it has had tremendous penetration into the relatively small luxury sedan market, something like 40%. A huge achievement.
    Feb 3 12:24 AM | 1 Like Like |Link to Comment
  • The Market Is Scandalous And We Have To Deal With It [View article]
    Ben Franklin himself would agree with your thesis.
    Dec 22 11:02 PM | Likes Like |Link to Comment
  • RPC Inc. - A Pure Play Opportunity In The Oil And Gas Services Industry [View article]
    At one point RPC was heavily committed to the Haynesville gas play. When that blew up they repositioned their equipment and crews to the Permian and Eagle Ford, and did it without suffering major cash flow issues or adding debt.

    This company is well managed.
    Dec 19 09:18 PM | Likes Like |Link to Comment
  • Ford Is Going Higher In 2014 [View article]

    I didn't notice the April Fool's Day date for this article. Apparently a bunch of us got spoofed by this.
    Dec 18 01:23 AM | Likes Like |Link to Comment
  • Not Tesla, Not Google, Oshkosh? [View article]
    Interesting video, but my experience with GPS is that it will take you in strange directions, sometimes when there is no actual road.
    Dec 16 10:46 PM | 1 Like Like |Link to Comment
  • Ford Is Going Higher In 2014 [View article]
    I have seen a couple of reports that state that Ford plans to move the 2015 F-150 from a frame-based vehicle to unibody construction.

    If this is true, Ford is taking a gigantic risk.

    Most truck buyers are somewhat conservative. A change like this will not be well received by most truck buyers. Additional sales due to lighter weight, better mileage, etc may not compensate for defections to other brands by hard core pickup drivers.

    To take this risk with your highest profit line would scare me.
    Dec 16 10:22 PM | Likes Like |Link to Comment
  • GM Could Rally 40% In 2014 [View article]
    Over the years I have owned a few GM vehicles. And every single one was a "crappy car". The stories I could tell.

    When I heard that a girl GM engineer would be running the show with the comment that "no more crappy cars" would be tolerated, I'm now willing to bet that things are about to change.

    It might take a while, but GM could be a good long term bet.
    Dec 15 11:10 PM | 2 Likes Like |Link to Comment
  • Are Dividend Growth Investors Doing It All Wrong? [View article]

    When you take a selfie with a wide (say 24mm) lens your portrait will tend to expand in the E-W direction (i.e. fat).

    Suggest you enlist an assistant (no selfie) to reshoot at 70-100mm focal length to generate a more proportional portrait.

    Dec 13 09:59 PM | 4 Likes Like |Link to Comment
  • U.S. Light-Sweet Refining Capacity Hits A Wall: Power Shifts From Shale Producers To Downstream Operators Like Phillips 66 [View article]

    I've sold a lot of WTS over the years at variable discounts to WTI. I would love to reverse the cards and get a PREMIUM for a change. Sounds like it could happen with the flood of WTI.

    BTW, don't forget who said "We can't drill our way out of the problem." just two years ago. He set the curve for being wrong.

    The oil industry has saved the U.S. economy, and we don't get any credit, as usual.
    Dec 10 10:52 PM | 4 Likes Like |Link to Comment
  • Carrizo Oil & Gas: Oil-Focused Portfolio With Assets In All The Right Places [View article]
    Let's be careful with that talk of "cheap energy supplies". These horizontal wells, especially the ones with 7000-9000' laterals, are EXPENSIVE. If WTI drops below $85/bbl some of these wells won't get drilled. Below $75 and everyone starts scratching their head.
    Nov 25 11:08 PM | Likes Like |Link to Comment
  • Carbo Ceramics Killed Earnings, Still Poised For Growth [View article]
    "fracking legislatures"

    That's the truth.
    Nov 25 10:42 PM | 1 Like Like |Link to Comment
  • Coming To Grips With Investing In Argentina's Energy Sector [View article]

    I have watched your articles for some time, and generally agree with your conclusions.

    But not today.

    The Argentine government has micromanaged everything they can put their fingers on. They are not very good at it. They continue to be fumbling socialists.

    When 95% of the investor market won't touch you with a 10 ft pole, what does that tell you about asset value?

    The only way you can trade with these people is if you have a hand on their huevos. I'm sure that Chevron and Apache are aware of this.
    Nov 19 02:48 AM | 1 Like Like |Link to Comment
  • Time To Take A Look At Sears Hometown And Outlet Stores Again [View article]
    Craftsman hand tools built their reputation over many years by being well made AND made in the USA. Within the last year most Craftsman hand tool production has been moved to China. We will see if the reputation suffers.
    Nov 11 05:41 PM | Likes Like |Link to Comment
  • Laredo Petroleum: Operational Setbacks Are Transitory [View article]
    It is very difficult to get good help in The Permian basin right now.

    Unemployment < 3%.

    Knowledgeable unemployment = 0%

    Might explain some of the mishaps..
    Nov 10 09:53 PM | 1 Like Like |Link to Comment
  • Tesla: I've Taken A Position [View article]
    The 1/4" aluminum panel on the bottom of the battery apparently will not withstand serious intrusion attempts.

    I understand, I ran over a fence post that penetrated the fuel tank, bent the driveshaft and dented the muffler. Did not burn up but left a trail of gasoline for 5 miles.

    Tesla should probably put a .0625" stainless steel shield on the bottom of the battery. Weigh 25 lbs and add $250 to cost. Simple fix.
    Nov 10 02:33 AM | Likes Like |Link to Comment