• Bob de'Long
    Cabot (COG) very impressive drilling results, but priced very high and natural gas focused.
    9/4/12
    Reply (7)
    • Bob de'Long: Today, Mark Papa, EOG CEO spoke very negatively about prospects for natural gas and NGL prices. Sent chills up my spine.
      9/4/12
    • Ocean Man: When nat gas was falling and was at 2.50, Papa said on Cramer it would go a little under $2 before it bounced back. When he talks, I listen.
      9/4/12
    • Bob de'Long: He said even if some really unusual event runs it up to $5, it won't stay up. He's talking 2 - 7 years. I predict the 12th day of never...
      9/4/12
    • Hillbilly Stock Star: Limited drilling and ute usage should bring back in equilibrium in longer term.
      9/4/12
    • TruffelPig: I stick to oil companies for the time being and CLNE as spec nat gas investment play.
      9/4/12
    • Bob de'Long: Equilibrium at what price? There is a lot of $3 gas, much more at $4, a jug full at $5
      9/4/12
    • Hillbilly Stock Star: I'll take it!
      9/4/12