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  • Microsoft Should Buy Nvidia [View article]
    Instead of selling, I think Huang probably plans on a JV first.

    The bait could turn into the big catfish.
    Oct 11 01:33 AM | Likes Like |Link to Comment
  • Eagle Ford Shale: Who's Got The Best Wells? [View article]
    If we could secede, we would. And then we would export our barrels to you oil poor Yanks, at a high price since we would be the #14 oil producing country in the world. And I suppose we would continue being "nasty" though certainly more polite than some people.
    Oct 7 12:09 AM | 11 Likes Like |Link to Comment
  • Capstead Mortgage Part Two: 3 Negatives And 1 More Positive [View article]
    When CMO bought the mortgage on our last house they were nice, polite and sensible, just what you like. I sure liked the way that they treated us.

    Buy what you like and I do. Hope their analysis of the U.S. debt situation is on target. Long CMO.
    Oct 4 12:39 AM | 1 Like Like |Link to Comment
  • Sell ConocoPhillips For BP: Outsized Returns For Anti-Cyclical Investors Ahead? [View article]
    Not so long after BP bought Amoco and ARCO upper level British management started thinning out their middle level US staff.

    The way the Texans that were employed and let go styled it something like this, "If you ain't Brit, you ain't s**t.

    Well the displaced Texans went on to work at COP, EOG, PXD, APA, and a few others, or went independent. They have done a little better than OK.

    BP, not so much. Just remember who was in charge then. Has anything really changed?
    Oct 3 11:01 PM | Likes Like |Link to Comment
  • Mississippian Oil Play: Another Setback? [View article]
    Amen brother.

    This play didn't look that good going in. Heterogeneous carbonate reservoirs are notorious for humbling genius reservoir engineers.

    Then plug in Shell's insistence on secrecy, safety, Cadillac completions and etc, and what do you have - big losses.

    Smaller, close to the earth companies will make money here.

    The big guys, no.
    Sep 30 01:22 AM | 1 Like Like |Link to Comment
  • Tesla Motors: Dilution Is Inevitable [View article]

    Slight correction, in Midland there are 10 pickups for every luxury car.

    Point here being that there is a Tesla in Midland. The max range of a Tesla does not allow it to be driven to any major city in any direction from Midland. I have to presume that the current Tesla owner will only drive it locally.

    Will Teslas sell well here? Probably not. But I think some will sell.

    BTW, I don't give a damn about what those sold out politicians in Austin say about selling Teslas in Texas. If I want one, I will get one.
    And happily pay the weasels a 6.25% tax upon registration.
    Sep 26 09:44 PM | Likes Like |Link to Comment
  • AllThingsD: Ford's Mulally now heads list of Ballmer replacements [View news story]
    Mulally's turnaround at Ford was based on fairly simple techniques.

    1) Use common sense.
    2) Simplify management and get rid of redundancy and brown-nosers.
    3) Timing - Take the job close to the bottom of the cycle (luck here).

    I don't know if simple common sense will work at a tech company.

    Mulally might be smarter to take his Ford stock and retire.
    Sep 26 09:28 PM | 2 Likes Like |Link to Comment
  • Tesla Motors: Dilution Is Inevitable [View article]
    Went to the Parade of Homes today in Midland, Texas. Looked at all the new homes with the latest tile walls, wood floors and open spaces.

    Parked out front of the homes were numerous Ferrari, Mercedes, BMW and Lexus units.

    And one, only one P85 Tesla Model S. The first one that I have seen in town.

    Is this the only one? Is it the first of a few? Or the first of a gigantic wave of high performance, electric cars?

    I'm not sure, but I'm long, just in case.
    Sep 22 11:27 PM | Likes Like |Link to Comment
  • Vehicle Miles Driven: Population-Adjusted Fractionally Off Its Post-Crisis Low [View article]
    This is a great article illustrating the dramatic change in lifestyle for American drivers.

    Going forward, with fewer miles being driven, record new car sales that have much higher EPA fuel economy levels and strict future CAFE requirements it is clear that U.S. gasoline consumption will decline markedly in the future.

    Something has got to give since many state highway construction and maintenance budgets depend on the fuel tax.
    Sep 22 10:44 PM | 4 Likes Like |Link to Comment
  • The Market Is Officially Entering Bubble Mode, In More Ways Than One [View article]
    Hey cfrimodt,

    You are welcome to move to Texas. Car tax here is 6.25% which seems a little high but we pay it anyway. License tags are $62 USD per year. There is a reason 1000 people a day move to Texas.

    Come on over.
    Sep 22 10:26 PM | Likes Like |Link to Comment
  • The Market Is Officially Entering Bubble Mode, In More Ways Than One [View article]
    Any new car driven off the lot loses 4% or more in depreciation immediately, not in months. Initial cost is no factor.

    A Tesla will be no different than any other car.
    Sep 20 11:07 PM | Likes Like |Link to Comment
  • Tesla: The $64 Billion Question [View article]
    The Waco, Texas Supercharger station on I-35 went operational yesterday. They had a party.
    Sep 12 09:50 PM | 4 Likes Like |Link to Comment
  • ConocoPhillips Investor Update: Kashagan, Venezuela, Bone Spring, The Gulf And Drones [View article]
    The Trust of Great Northern Iron Ore Properties (GNI) terminates April 6, 2015. Shares revert to Glacier Park Company, a wholly owned subsidiary of COP. Market cap about $109 million.

    A nice freebie but not too significant with regard to overall capitalization.
    Sep 10 12:58 AM | 1 Like Like |Link to Comment
  • Pemex sees benefit in potential YPF partnership for Argentina shale [View news story]
    You are right, the Argentine government does not know how to produce shale oil reserves. After all, they are bureaucrats, not engineers.

    They are, however, extremely competent in STEALING shareholder interests in companies with which they have previously executed legitimate production agreements.

    Invest at your own peril, and if you do, get out before the confiscation.

    In Argentina, theft by the government is legal.
    Sep 9 12:28 AM | Likes Like |Link to Comment
  • Banco Santander's Dividend Can't Last [View article]
    The scrip dividend is a classic case of printing money - non governmental style.
    Sep 8 11:44 PM | Likes Like |Link to Comment