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MillTime80

MillTime80
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  • Delta Air Lines (DAL) pulls the trigger on its anticipated purchase of the Philadelphia refinery from ConocoPhillips (COP) spinoff Phillips 66. The deal includes pipelines to get the fuel to JFK, LaGuardia and other airports. DAL says production at the refinery combined with agreements to exchange refined products from the refinery for jet fuel will provide 80% of its jet fuel needs in the U.S.  [View news story]
    Good info Paul. The new shares are showing on my portfolio page now. I didn't realize how the split was going to work. Just simply assumed something had gone wrong with the spin-off. The clarity is much appreciated!
    May 1, 2012. 08:42 AM | 2 Likes Like |Link to Comment
  • Chesapeake, Conoco And Exxon All Looking Like Hot Stocks [View article]
    Thanks for the insight Etep... Much appreciated. I now see that, but was confused earlier this morning. I'm breathing again.
    May 1, 2012. 08:40 AM | 1 Like Like |Link to Comment
  • Chesapeake, Conoco And Exxon All Looking Like Hot Stocks [View article]
    If the ConocoPhillips spin-off will better enable investors to allocate risk and thus allow for a fairer valuation on individual assets, I'm confused about this morning's severe pull-back of over 20% on COP in pre-market trading. Can anyone shed some light on the subject?
    May 1, 2012. 07:56 AM | 1 Like Like |Link to Comment
  • Delta Air Lines (DAL) pulls the trigger on its anticipated purchase of the Philadelphia refinery from ConocoPhillips (COP) spinoff Phillips 66. The deal includes pipelines to get the fuel to JFK, LaGuardia and other airports. DAL says production at the refinery combined with agreements to exchange refined products from the refinery for jet fuel will provide 80% of its jet fuel needs in the U.S.  [View news story]
    Does this have anything to do with the fact that COP is crashing in pre-market trading today? I know COP is spinning off Phillips 66 today also, but this was viewed as a positive move by analysts... What happened?
    May 1, 2012. 07:46 AM | Likes Like |Link to Comment
  • Dunkin' Donuts Ready to Join IPO Blitz [View article]
    DNKN seems like a great play on the IPO to me. While this article points out that it may not be an overnight windfall, I don't see how the company wouldn't eventually be able to penetrate markets in the Western U.S. where it has a very sparse presence currently. Looking at the overall situation long term, this stock looks very tasty!
    Jul 13, 2011. 09:00 AM | Likes Like |Link to Comment
  • Caterpillar Still Offers Great Upside Potential [View article]
    I sold off my stock in CAT a couple of months ago to ring the register on the profits I had made and I'm obviously regretting that now. This article provides a logical argument for getting back in, but I must admit that international markets play a role in my decision, especially with projected growth for CAT in South America and other emerging markets.
    Mar 6, 2011. 10:41 AM | 2 Likes Like |Link to Comment
  • Short or Long? Delving Into Netflix Financials [View article]
    I completely agree with the concept of market saturation concerning Netflix. While it's extremely popular and has a huge customer base in the United States, what is their potential for future growth? With a current p/e of 81, I'm not quite seeing the value in this stock right now. I think it's a solid company, but don't see them growing "exponentially" anymore unless they start adding some kind of premium pay per view service for newer movies that currently aren't available on their subscription service. I'm considering shorting this stock as well.
    Feb 15, 2011. 10:11 AM | Likes Like |Link to Comment
  • Hot Sector for 2011: Defense [View article]
    I agree with dybydx on this one. It was clear in the State of the Union address that we are going to be cutting defense spending in the United States. This will occur sooner than later especially after a withdrawal from Afghanistan. The end of combat operations in Iraq is already affecting this market, and there's more to come. I would almost consider a short position in companies with a dependence on defense spending at this point.
    Feb 3, 2011. 10:30 PM | Likes Like |Link to Comment
  • ConocoPhillips: A Dividend Stock With Earnings Growth [View article]
    It's also worth considering that as oil reserve metrics decrease and estimated production costs increase, COP has a solid position in the natural gas market. While natural gas isn't that popular currently, you'll see the value of integrated companies like COP increase when the cost to produce oil increases. This is one of the main reasons I chose to invest in COP around mid 2010. I'm obviously still pleased with the decision.
    Feb 3, 2011. 10:14 PM | 5 Likes Like |Link to Comment
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