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Greg_Maryland

Greg_Maryland
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  • How Low Can Oil Fall? [View article]
    Nice article.

    One lesson learned from the collapse in NG prices is that there is a mix of petrochemicals that come out of the well head. I am curious about the prices of NGL (currently linked to crude) in the future. There are a number of chemical businesses that might be thriving from the now lower cost feedstock. Producers with access to infrastructure that can leverage the fractionalization effectively may still thrive with low cost crude.

    Jan 21, 2015. 09:14 AM | Likes Like |Link to Comment
  • Lay Of The Land: Gas-Directed Drilling Activity Provides Insight Into U.S. Producers' Response To Lower Oil Prices [View article]
    Roger,

    Nice article.
    Jan 19, 2015. 08:34 PM | Likes Like |Link to Comment
  • A Crude Oil Bottom: Where To Look For Clues [View article]
    Andy,

    Nice article. I think there is one other factor -- the interaction of China and Russia.
    Jan 12, 2015. 08:58 AM | 1 Like Like |Link to Comment
  • Intel At CES15 [View article]
    Bruce,

    Lots of great information. Thanks for sharing, I'm also an INTC bull.

    Regarding your meeting with Honeywell Health Systems. Surprisingly to me, Stanley Black and Decker is becoming a monster in the space for tracking assets (like wheelchairs, blood, etc) wirelessly within hospitals. They purchased a small firm that is the leader in the field and are growing market share in this new and growing market niche. If you see them at CES, check 'em out and see if they have an opinion on the IoT chip vendor(s).
    Jan 7, 2015. 08:36 PM | 1 Like Like |Link to Comment
  • Energy Stocks: The Opportune Time Is When Both A And B Occur [View article]
    George,

    Nice article.

    I'm long quite a few energy names.

    While we're in stage 4, it seems we'll go to Stage 1 and prices will rebound quickly when the Saudis, Iran and Russia agree to get along. It's worthwhile to note that the Saudi's met with Russia and Mexico just before the meeting on Thanksgiving.
    Jan 7, 2015. 08:22 PM | 3 Likes Like |Link to Comment
  • Linn's New Capital Plan: Don't Overlook The Positives [View article]
    Casey,

    Nice article. I'm long LINE and articles like this one keep me invested for the long term.
    Jan 5, 2015. 08:10 AM | 4 Likes Like |Link to Comment
  • Linn Energy Shows Wisdom With Updated 2015 Guidance [View article]
    Alpha Wolf,

    Nice article, the graphical representations are very nice. I'm long LINE and I think they are being prudent with their capital.

    The combination with Blackstone will likely yield production growth with little or no capital from LINE.
    Jan 2, 2015. 03:20 PM | 5 Likes Like |Link to Comment
  • Greenbrier: 3-Point Strategic Plan Launched 3 Years Ago Is Bearing Fruit [View article]
    Excellent article. I also have a position in GBX.

    It's exciting to see that GBX is getting a lot of the orders for cars that will not have crude.

    Dec 30, 2014. 10:05 AM | 2 Likes Like |Link to Comment
  • GasLog: LNG Still Viable Despite Low Oil Price [View article]
    Casey,

    Interesting article but I wish the article was directed at the market niche and not just the one stock.

    I'm long others in the space (TGP and DLNG) and think an article talking about the long term growth of the 'pipelines on water' due to market demand in Asia and possibly Europe with a comparison of the players in the space would be a great article.

    Maybe its your next article?

    Dec 7, 2014. 10:51 AM | Likes Like |Link to Comment
  • The Coming Of The 3D Age: Intel, Micron And SanDisk Position For The Win [View article]
    William,

    Nice article. Seems the marriage of INTC and MU will be good for both parties.

    Long both INTC and MU
    Dec 4, 2014. 08:31 PM | 1 Like Like |Link to Comment
  • End Of An Era For Upstream MLPs [View article]
    Casey,

    Nice article.
    Dec 2, 2014. 12:01 PM | Likes Like |Link to Comment
  • Thanksgiving In Vienna: OPEC Meeting - Is The World Oil Price Managed? [View article]
    Nice summary of the issues going into the OPEC meeting.
    Nov 24, 2014. 11:53 AM | 1 Like Like |Link to Comment
  • Markets Missing The Facts On Magnum Hunter Resources [View article]
    Mike,

    Nice article, very informative. I'm long the preferred (MHR-C) and after reading your article, I'm more comfortable adding to the position.
    Nov 21, 2014. 04:53 PM | 1 Like Like |Link to Comment
  • Suncor Is A Buy, Especially With Energy East On The Horizon [View article]
    George,
    Nice article, I'm long SU. I was surprised you did not mention the large refinery resources Suncor has. Many of its refineries will be served by Energy East.

    It's an integrated oil play that is much cheaper on most financial metrics than it's peers.
    Nov 21, 2014. 02:44 PM | 1 Like Like |Link to Comment
  • Micron: New Projections And Price Targets [View article]
    RSA and the team.

    Very nice article. I'm long MU and feel much more comfortable with my position after reading this.

    Like most of the folks leaving comments, I think the JV with Intel removes much of the market risk for MU as it seems very likely that any program to add DRAM on INTC chips will be coming from the JV.
    Nov 4, 2014. 08:58 PM | Likes Like |Link to Comment
COMMENTS STATS
161 Comments
154 Likes