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skutney

skutney
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  • Why Westport Innovations Is A Buy After Weak Second-Quarter Results [View article]
    My question relates to gasoline vs CNG not diesel.
    Aug 5 07:27 AM | Likes Like |Link to Comment
  • Why Westport Innovations Is A Buy After Weak Second-Quarter Results [View article]
    How does Westport deal with the different engine compression requirements of CNG as compared to gasoline? Their website says the get get equivalent fuel economy. CNG has much higher octane but is less energy dense.
    Aug 5 07:12 AM | Likes Like |Link to Comment
  • The Great Correction Of 2014? Don't Drink The Kool-Aid [View article]
    I would like to add that the %Investment Advisors Bullish reading in IBD is at 62.6%. This is a contrarian indicator. I say that value above 55% is bearish for stocks. I've been recording this value every week since 2006. This is the highest reading that I have ever recorded.
    Jun 14 09:28 AM | 1 Like Like |Link to Comment
  • The Great Correction Of 2014? Don't Drink The Kool-Aid [View article]
    I agree with the author but for different reasons. I look at money supply. Monthly data when compared to the same month from the previous year is up over 10% for M1 and 6.44% for M2. The monetary base is up 29.31%. In my experience major crashes have occurred after a contraction in the money supply. This could happen but hasn't happened yet. I would be concerned if M1 and/or was below 4%. We are still printing like crazy.

    I also look at futures. The data that I collect indicates that open interest in Bonds and the Vix are very high. The bonds have backed off a bit this last week. Open interest in the SP500 is very low.

    In general the market backs off this time of year. I expect a summer correction within the next month.
    Jun 11 08:21 AM | 1 Like Like |Link to Comment
  • Why Lam Research Stock Is A Long-Term Investment Opportunity Right Now [View article]
    Very nice article.
    May 19 11:03 AM | Likes Like |Link to Comment
  • Why Fed Wants A Correction [View article]
    Below is a link to the H6 report. Sometimes the numbers go down from one month to the next but you really want to look at non season number compared to the prior year. If the numbers increase at a rate greater than population growth then your printing money.

    http://1.usa.gov/zDWhDb
    Feb 3 08:46 PM | Likes Like |Link to Comment
  • Why Fed Wants A Correction [View article]


    I don't know the source of your chart. It looks official but ends in 2011. Below is what I found using a google search. From the St. Louisfed.

    http://bit.ly/rsTWKo

    Below is velocity of M2 money. This looks more like your chart.

    http://bit.ly/x0cMMT

    Money is available but it's not being put to use. Once it is they inflation is likely.
    Feb 3 08:40 PM | 1 Like Like |Link to Comment
  • Why Fed Wants A Correction [View article]
    Year over year M1, M2, MZM and the monetary base continue to increase according to the documents online from the Federal Reserve. How do you get the idea that the money supply is decreasing?
    Feb 2 11:18 PM | 6 Likes Like |Link to Comment
  • CatchMark Timber IPO Should Be Avoided [View article]
    Below is a stumpage report from NYS. Northern White Pine stumpage prices are $80MBF in the Western/Central region using the Doyle Rule. Pulp prices would be even less. CTT has 8 employees. This company sells at the stumpage price at best.

    http://bit.ly/1cyAiG0
    Dec 17 09:02 AM | Likes Like |Link to Comment
  • Chesapeake Energy gives up drilling leases in New York [View news story]
    CHK has previously announced that they would release the leases Dec. 31 2013 but they continue to litigate these cases. The article on the http://www.jlcny.org site is talking about one of the Levene Gouldin & Thompson cases. Mine is with with Coughlin and Gerhart. I believe that Coughlin and Gerhart is the bulk of the cases. No effort has been made to release our leases. The articles never say anything about Statoilhydro which controls half of each lease. CHK purchased the leases from other companies.
    Aug 7 04:58 PM | Likes Like |Link to Comment
  • Chesapeake Energy (CHK) discloses it is substantially reducing executive annual incentive compensation for 2012, during which CEO Aubrey McClendon will receive no bonus. McClendon also will reimburse CHK for his personal use of company aircraft in excess of $250K. [View news story]
    Bush didn't spend time playing golf because he didn't want negative comments. He got plenty anyway. BO spends time on vacation. That is his right. He won.
    Jan 8 10:02 AM | Likes Like |Link to Comment
  • Chesapeake Energy: Converting To Oil Production At A Breathtaking Rate [View article]
    Those proven reserves of natural gas consists of leases. CHK has entered into an agreement with New York State to release those leases Dec. of 2013. The leases have expired several years ago.
    Dec 13 08:44 AM | Likes Like |Link to Comment
  • Gasfrac Has Fractured The Dreams Of Investors [View article]
    I live in Tioga County, NY. Water fracking is not allowed in New York State at this time. You would think that the anti fracking crowd would embrace GASFRAC. They claim that trucks driving around carrying propane is a great danger. The bottom line is that they just don't want gas drilling for any reason. They think it's better if we send money overseas so that that we can support OPEC.
    Nov 14 07:19 AM | 9 Likes Like |Link to Comment
  • Gasfrac's (GSFVF.PK -14.6%) management shakeup, including the immediate departure of its CEO and COO, sends shares swooning. CFO Jim Hill will lead the company as president and CEO on an interim basis, and current operations personnel will assume COO duties. The oil and gas technology company also will undertake an operational review. [View news story]
    This does not look good.
    Sep 11 07:00 PM | 1 Like Like |Link to Comment
  • If the natural gas-fueled vehicles make it off the drawing board and onto the assembly line in a meaningful way, it would be a game changer for U.S. energy - but natural gas is nowhere near a viable alternative to petroleum products. So far, there are only ~500 public CNG filling stations in the U.S., less than 0.03% of the country's 159K fueling stations.  [View news story]
    I don't understand why natural is not converted to M85. Like E85 but cost competitive with gasoline. I understand that Flex Fuel vehicles can run on both. Methanol or a combination of Methanol/Ethanol plus 15% gasoline is the way to go. http://bit.ly/OSAHYl for more information.
    Jul 17 10:09 PM | Likes Like |Link to Comment
COMMENTS STATS
19 Comments
24 Likes