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Holthusen

Holthusen
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  • Seadrill: Are Class Action Lawsuits Sending Seadrill's Share Price Into The Single Digits? [View article]
    That is exactly why the Company pulled a 180 degree turn on dividends. They are protecting the balance sheet until this Petroleum plunge corrects itself.
    Dec 11, 2014. 09:28 AM | 9 Likes Like |Link to Comment
  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    Brett, I watched the same interview and although his projects over the past several years have not really been home runs, this slump in pricing is certainly not his first rodeo! As you aptly stated "when a wise old billionaire oilman speaks, I pay attention."
    Dec 6, 2014. 09:23 AM | 2 Likes Like |Link to Comment
  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    Value Digger, thank you for another informative article of Petroleum production, pricing and demand. The amount of comments is indicative of your timely in depth analysis.

    You make a statement in your piece that sums up your whole thesis: "new oil is not cheap."

    Any way we look at the supply situation, most new production will continue to come from expensive unconventional means such as shale or tar sands. Surely there are new conventional pockets of crude to be found, but they won't be Elephants and will probably be expensive "deep water" reservoirs.
    Petroleum remains a key product for Global Energy & Industrial production and current low prices will NOT allow future demand to be satisfied.
    Dec 5, 2014. 04:32 PM | 3 Likes Like |Link to Comment
  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    Very funny! Yet sadly correct, and getting worse. We are raising a generation of Electronic Gamers. They live in another world instead of the real world.
    Dec 5, 2014. 11:36 AM | 5 Likes Like |Link to Comment
  • Did Seadrill Just Become A Gold Mine To New Investors? [View article]
    I do not trust Brazil to honor their Contracts signed for PetroBras PRIOR to the continuing drop in Crude price. I can only imagine the hit to SDRL stock pricing should these contracts be canceled! I love the SeaDrill but have never trusted a South American Government. Venezuela is a prime example of how badly investors can be fleeced!
    Dec 2, 2014. 01:53 PM | 5 Likes Like |Link to Comment
  • A Closer Look At Targa Resources Partners' 3Q'14 Distributable Cash Flow [View article]
    Even other stock Chat Boards have very few comments. I really don't understand why this BABY is being thrown out as hard as it is with the OIL Bathwater!
    This Company is in a sweet spot for processing Nat Gas and liquids that will be in high demand for years. My portfolio is getting SLAMMED!
    Dec 1, 2014. 01:08 PM | 1 Like Like |Link to Comment
  • 18.8% Dividend Western Asset Mortgage Capital Knocked It Out Of The Park In Q3 [View article]
    For what it's worth, David White has a great "Track Record." You can do your own "dd" but it helps to have an expert verify your choices.
    Nov 20, 2014. 11:11 AM | 2 Likes Like |Link to Comment
  • Why 13%-Yielding Memorial Production Partners Still Deserves A Chance [View article]
    $70 OIL certainly makes their Oil reserve acquisition look like crap! CO2 injections, artifical lift, etc.... Sounds like they didn't have good analysis of what they were sold.
    I wish theyhad stuck with gas.
    Nov 19, 2014. 02:43 PM | 1 Like Like |Link to Comment
  • Martin Midstream Partners' (MMLP) CEO Ruben Martin on Q3 2014 Results - Earnings Call Transcript [View article]
    Thank you!
    Nov 19, 2014. 10:09 AM | 1 Like Like |Link to Comment
  • A Closer Look At Enterprise Products Partners' Q3 2014 Distributable Cash Flow [View article]
    shermantr, I'm assuming you made a typo in your opening sentence. Surely you meant "EPB" not "EPD."
    Nov 15, 2014. 10:07 AM | 1 Like Like |Link to Comment
  • Canadian Solar: Earnings Preview [View article]
    The horrible performance of the shares after this excellent quarter proves once and for all, the individual Investor no longer belongs in the market.
    Nov 12, 2014. 11:30 AM | 1 Like Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    Thank you Value Digger for another detailed and informed article about recent events in the pricing of Crude Oil.
    Venezuela has a long history of Crude production and is the Country of origin for the Offshore drilling Industry (Lake Maracaibo.) The extraction of their heavy oil has dropped Lake Maracaibo and the surrounding area nearly 60 feet since the 1950's. This gives one an idea of tremendous amount of production over past years. They have very large reserves, but their petroleum is extremely heavy and therefore lifting cost is high and is a very specialized process. I visited this active area many times before the Chavez administration took control and seized foreign assets.
    The exportation of Crude oil over the decades has always financially benefited the Government in Control with just enough dollars left over for the general population. Overall production has fallen since 2004 when many local and foreign workers left the country, so this sudden drop in pricing is really a double slap at their Social budgeting.
    I apologize for the lengthy comment about Venezuela but I wanted to reinforce your comment about the pressure they will apply over impending OPEC meetings.
    Oct 23, 2014. 12:03 PM | 8 Likes Like |Link to Comment
  • Solid Results For Boeing, Record Backlog Is 20x Quarterly Revenues [View article]
    Garry, I agree.
    Watching my shares of BA drop all day long (including early in the day when the DOW was positive) reinforced my steady withdrawal from the ranks of individual investors.
    I've thrown in the towel. I'm not as smart as Wall Street, so I need to go to cash (money market) and a few well funded dividend payers.
    Oct 23, 2014. 06:46 AM | 1 Like Like |Link to Comment
  • Boeing - Solid Quarter Driven By Continued Commercial Growth [View article]
    Quote" "Investors in Boeing (NYSE:BA) were happy with the solid third-quarter earnings report which the company released."

    The stock dropped all day after Quarterly numbers release, ending up down nearly 5%! I'd hate to see how the share price would have re-acted if the 3rd quarter had been flat or negative.
    Oct 23, 2014. 06:37 AM | 1 Like Like |Link to Comment
  • Will Boeing Take Off In 2015? [View article]
    Thank you, Dhierin.
    I look forward to reading your take on this thrashing, as it's now down over 3.5% which seems incredible! What do the Sellers know that I don't?
    Oct 22, 2014. 12:56 PM | Likes Like |Link to Comment
COMMENTS STATS
639 Comments
997 Likes