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  • Update: Transocean Reports Only 2 New Wells In January Fleet Status Update [View article]
    Sometimes we have entirely too much information.Splitting hairs about 1 months performance and extrapolating into something.The reality is all of these exploration stocks began to crater in September with the price of crude.and they will move in either direction with that price.At this stage it is entirely premature to be trying to call who the survivors will be or who the beneficiaries will be.We want everything instant today and unfortunately it doesn't always work that way.
    Jan 21, 2015. 08:30 AM | 14 Likes Like |Link to Comment
  • Transocean Ltd. - Complete Fleet Analysis As Of Jan. 16 And Commentary [View article]
    Anything energy related seems to be forming a bottom including the Brent an wit markets. It's almost surprising how fast the rig count has fallen,but what is it they say about the solution to lower prices being lower prices.
    Jan 16, 2015. 02:09 PM | 4 Likes Like |Link to Comment
  • Freeport-McMoRan Dives On Weak Commodity Prices: More Pain To Come [View article]
    The self serving move into oil exploration has bit this company badly.However the oil market should recover once the market starts trading on the fundamentals of the marketplace and not on self serving calls about how low the price of oil will go.It seems like the oil market has reacted a little extremely to the 2percent drop in demand we have seen in the last 6 months and the supply numbers that aren't much different than they were 6 months ago.
    Jan 14, 2015. 08:19 AM | 2 Likes Like |Link to Comment
  • ConocoPhillips: How Risky Is The Dividend? [View article]
    Some day the oil market will trade on real numbers that show demand is down around 2 percent since last summer and supply is about the same.I think it's about time that the blather and all the talking stop and when that happens the market will start reflecting reality.
    Jan 12, 2015. 08:18 PM | Likes Like |Link to Comment
  • Transocean's Dividend Will Not Be Suspended In Q1 2015 [View article]
    Contrary to all of the blather that has been floated around about the price of oil sooner rather than later the market will trade on a new concept called reality. The so called cause of the 50 percent rout in oil has been a perceived drop in demand.The reality is that demand has declined 2 percent since 115 dollar a barrel in June.Supply based on the weekly draw down numbers including today's 3.1 million inventory drawdown isn't significantly higher either.Markets act strange sometimes but get ready for a rally in oil that will bring back balance and a degree of reality.
    Jan 7, 2015. 09:01 PM | 1 Like Like |Link to Comment
  • Transocean: Drill For Profits Elsewhere [View article]
    Oil inventories draw down 1.9 million barrels and the market trades down on some jibberish about demand in China.The oil market will rebound in 2015 and hopefully some degree of sanity will return.
    Jan 1, 2015. 07:05 PM | 4 Likes Like |Link to Comment
  • ConocoPhillips: An Anti-Cyclical, Long-Term Bet On Recovering Oil Prices? [View article]
    What small to medium single basin independents are we talking about here any examples?
    Dec 29, 2014. 04:23 PM | Likes Like |Link to Comment
  • Are We Ignoring The Counter View On Five Prime? [View article]
    A great reason to short this.Sooner or later the market comes to its senses and companies that lose money and sell on a dream drop.
    Dec 22, 2014. 12:06 PM | Likes Like |Link to Comment
  • Seadrill: Holding Might Be Better Than Selling At Current Price Levels [View article]
    The whole move in oil in the last 6 months has very little to do with supply and demand of oil and everything to do with Geo politics . Strong dollar phony slowing growth and exaggerated supply that has been known for years.Dec. 17 th looks like the day that sanity might just come to pass in the oil market.Buy em all.
    Dec 17, 2014. 04:31 PM | 5 Likes Like |Link to Comment
  • Transocean LTD; Where's The Margin Of Safety? [View article]
    Sell your home buy RIG and all oil related stocks.Live on the street for 6 months at the end of 6 months you will be very happy.
    Dec 17, 2014. 11:21 AM | 3 Likes Like |Link to Comment
  • Cramer's Mad Money - The Good Isis (12/10/14) [View article]
    Be careful with a market when they say biotech is a safe haven.
    Dec 15, 2014. 03:55 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: New Capital Plan A Drop In The Bucket [View article]
    Shale production in the Baaken is already being cut.Demand is still solid contrary to popular belief.Hang in there this is the week that oil moves higher.No brain opportunities are rare in life but I think your seeing one.
    Dec 14, 2014. 01:15 PM | 1 Like Like |Link to Comment
  • Can Freeport-McMoRan Turn It Around? [View article]
    We are in a short term second by second minute by minute world.If you want fast buy overhyped overpriced small biotech.IJust buy add when you can and come back in a few years you will be fine.
    Dec 13, 2014. 08:51 AM | Likes Like |Link to Comment
  • Don't Count On Transocean LTD's Dividend [View article]
    Experts are ratcheting down their price of oil.They have slightly reduced their targets of last summer of 140 dollars a barrel on oil to 18 cents.Why don't they downgrade the sector again so they can upgrade again in a month.
    Dec 11, 2014. 05:33 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips: Even With Capex Cut Production Growth Continues [View article]
    The new paradigm is that we have such an oversupply of oil in this world.Apparently that just became apparent in the last 6 months.Lets get real this whole oil market insanity was caused by unfounded fears of a global slowdown especially in China.None of it has come to pass.Did you notice that last week inventory was down significantly and the market seemed to ignore it.This week inventory numbers show a rise and the market slides.Weekly numbers fluctuate and not a lot can be read into it.Nothing has changed supply or demand side in the last 6 months to justify a 40 percent drop in oil.Hang tough and buy COP opportunity doesn't come for a 2nd act.
    Dec 11, 2014. 09:01 AM | Likes Like |Link to Comment