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  • McDonald's Isn't Getting Better - Things Just Can't Get Much Worse [View article]
    My wife is a pretty sharp cookie. She says "Invest in what I like." So far she has been spot on, COST, PNRA, CMG.

    MCD is not on the list. The honest truth is that on our last few visits to MCD, usually on the road, the food was bad, the service was bad and their attitude was bad. Now, when you are starving to death on I-44 you will put up with this, but the rest of the time - NO.

    Recomendation - sell.
    Nov 25, 2014. 01:36 AM | 11 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Ford Motor Company [View article]
    Well, the Focus is doing OK selling a few cars here and there and the aluminum F-150 probably will do OK too.

    But the real winner coming down the pike is the GT-350. The Germans will buy so many that the European deficit will go positive. We probably will have to pay over sticker here just to get one.

    I just hope Ford doesn't do something stupid like they did with the GT and limit total production.
    Nov 22, 2014. 11:05 PM | 1 Like Like |Link to Comment
  • Barron's Bullish Ford Note Supports Our $28.50 Price Target [View article]
    Like a polished airframe. Great to look at but a PIA to keep looking good.

    Rest assured, someone will do this.
    Nov 17, 2014. 11:17 PM | Likes Like |Link to Comment
  • Barron's Bullish Ford Note Supports Our $28.50 Price Target [View article]
    So everyone from Oklahoma should now be ignored?
    Nov 17, 2014. 11:14 PM | Likes Like |Link to Comment
  • Tesla Motors: Special Investment Rules? [View article]
    Just the true facts pot. No big oil conspiracy theories around here today.
    Nov 17, 2014. 10:58 PM | 1 Like Like |Link to Comment
  • Ford Motor: The F-150 - Short-Term Pain, Long-Term Gain [View article]
    You do know that the B787 airframe is primarily composites, not aluminum?
    Nov 16, 2014. 12:29 AM | 1 Like Like |Link to Comment
  • Profiting From The Next Generation Of Fracking [View article]

    I am sure that you are a fine young man. But clearly, you are not a scientist.

    You do not understand what is going on in the stimulation business and you should not be writing SA articles if you don't have a clue.

    Stick to what you really know.
    Nov 15, 2014. 02:34 AM | Likes Like |Link to Comment
  • Tesla Motors: Special Investment Rules? [View article]

    I have been in the bidding business for a while. I can tell you for sure that bidding against a woman is a bad plan.

    cparmerlee does not like TSLA. She believes the company will fail. She promotes that possibility endlessly. I don't know why.

    Tesla produces the best electric car on the planet. They are improving their product on a daily basis. Why criticize a company that is doing their dead level best to introduce usable electric cars to all of us?

    I am in the oil business. I make my living selling barrels of crude oil. But I see the future, and I am excited. And I am long TSLA.
    Nov 15, 2014. 01:57 AM | 1 Like Like |Link to Comment
  • Tesla Motors: Special Investment Rules? [View article]

    to make a profit they must increase their prices and lose their business.

    Pick up the pace solucky!!
    Nov 15, 2014. 01:22 AM | Likes Like |Link to Comment
  • Tesla Motors: Tackling The Manufacturing Issue [View article]
    Excellent point here. If I buy a widgit online I get bombarded with widgit ads.

    I follow TSLA like a hawk and have never had a TSLA ad show up on my screen.

    If Tesla spent $9 million for promotion last year it probably went for cocktail parties for their hands, it certainly did not get spent on internet advertising.

    Actually, I anxiously await my first Tesla advertisement!
    Nov 15, 2014. 01:10 AM | 9 Likes Like |Link to Comment
  • Dollar, Gold, Commodities, Stocks And Bonds Dance To The Same Tune [View article]
    "The dollar is rising because the U.S. has become a net exporter of fossil fuel".

    Not true, not even close to true.

    We still import about 6 million BOPD of crude oil. We have backed out about 4 million BOPD of imports due to our increased shale oil production.

    We are exporting about 2.6 million BPD of refined products but only because they can be sold at world price which is greater than domestic price.

    We are not exporting crude oil (illegal) or significant LNG (yet). Some NGLs are moving.
    Nov 15, 2014. 12:43 AM | Likes Like |Link to Comment
  • Ford: Finally Ready To Roll In 2015 [View article]
    Carbon buildup can be a problem in DI engines. Solution is to install a catch can oil separator in the PCV line. Sure, maybe Ford should have done it, but they didn't.

    BTW, 3.5 Ecoboost outperforms 5.0 AND gets better mileage.

    I am with you on the GT. I want one bad but they foolishly refused to make enough to satisfy demand so prices started high and went up from there. Mistake.

    P.S. I was in at $2.00.
    Nov 15, 2014. 12:11 AM | 1 Like Like |Link to Comment
  • Herbalife: Keeping Up Appearances [View article]
    Ackman is not trying to save the poor folks that get involved with HLF. He is trying to make money for his fund, and ultimately himself.

    He might stretch the truth here and there to accomplish that goal.

    BTW, my wife is an HLF distributer. She has made an actual profit the last two years selling products only, no recruitment.

    Does that make her a 1%er??
    Nov 9, 2014. 03:06 AM | 10 Likes Like |Link to Comment
  • Shale Oil Stocks: Do Not Count On A Major Slowdown In The U.S. Oil Production Growth [View article]
    Simple math here raj,

    IP 1000 BOPD, 50% decline, 365 day end rate 500 BOPD.

    1 year CUMO 365 days x 750 BOPD avg rate = 273,750 BO x $40 = $10,950,000.

    Subtract roughly 30% royalty, tax and opex of $3,285,000 leaves a paltry $7,665,000. Eighteen to 20 month payout. Not so bad.

    The reality is this, at $40/bbl we will stop drilling those crummy 1000 BOPD wells and will only drill the 2000 BOPD wells.

    Or we will pound on the service companies and drive 1000 BOPD well costs down to $6 million.

    We will drill.
    Nov 6, 2014. 11:34 PM | 4 Likes Like |Link to Comment
  • Shale Oil Stocks: Do Not Count On A Major Slowdown In The U.S. Oil Production Growth [View article]

    I understand the villain portrayal, I've been there. Most of my career I have had to explain why people cannot have $.99/gal gasoline. Honestly, that is what people really want.

    And now, when we are doing our dead level best to provide product at the lowest possible price, look at what we have to deal with.

    Fracing bans in Denton, TX, of all places, as well as Mendocino Co. and San Benito Co. in California. Not to mention the geniuses in New York.

    It is a strange dichotomy, the government and the people want cheap fuel. They just don't want us to produce it. Funny.

    If it wasn't for the fact that U.S. mineral owners want production on their property, nothing would be happening here.

    And that is why the shale revolution will be very slow to develop in the rest of the world.
    Nov 6, 2014. 10:20 PM | 5 Likes Like |Link to Comment