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Holthusen

Holthusen
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  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    blueice, I couldn't agree more!
    I've often wondered how many approaches Value Digger has had from private & public Investment firms. I'm betting it's a high number.
    As a steady reader of SA articles on all topics (when I have time,) I cannot recall such a prolific & educational Author. His articles have an amazing amount of details from the financials all the way to the geologic details of the drilling zones!
    Aug 26 03:44 PM | 9 Likes Like |Link to Comment
  • Ship Finance International - What's In Store For Shareholders? [View article]
    This is a well written and informative article. I have been long SFL for over 10 years with a few flips of stock to capture Capital gains (in 2012 & 13) as I had taken advantage of dips to $15 with predicted rises above $17. However all the while I have maintained a core holding to capture the double digit dividend.
    Your comment on refining is very interesting as there is a global shift tanking place in locating Refining Facilities. Australia's plant closings are due to their age and delay in making needed upgrades. Asia is running many of their transport vehicles on diesel and shipping cheap gasoline (as part of the refined barrel) to Australia almost as an unwanted by-product. Meanwhile the renaissance of crude oil production in North America has given refineries located in the US new life. I think you are correct in the change in future composition of petroleum products that will be delivered by global tankers.
    Aug 26 03:17 PM | Likes Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    geit, unfortunately the pipelines have always been a favorite target of Terrorists on a Global basis.
    FARC's favorite game in Columbia (in past years) was blowing up the Crude transport lines. This was more for attention than creating a serious shut down of operations. The lines have always been restored quickly and repair crews would then wait for the next "POP!"
    Your LINK gave me the chills as the Cartels are stealing refined product. It reminds me of the horrible burn cases in Nigeria when Gangs would break a gasoline transport line and the poor would gather around by the hundreds to fill pails & bottles. It was only a matter of time before the break and surrounding area was hit with an ignition source.
    Aug 26 02:04 PM | 2 Likes Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    Thank you (as always) for a well researched and written article about a great opportunity for the independent investor. It's ironic you were about to release an article on Suroco Energy when it was suddenly acquired, but given your great track record it's certainly not surprising!
    In regard to Geopolitical Risk, I can advise that I was one of the participating Underwriters on the Ecopetrol property Insurance policy for over 20 years. During that period the important assets (such as the refineries) experienced very little disruption as the various political groups (FARC) seemed to realize they benefited the Country and they were not going to "foul their own nest." While acts of terror are not a covered risk on Global policies we still avoided politically active Countries and Columbia was never placed in the "penalty box."
    Aug 26 07:51 AM | 4 Likes Like |Link to Comment
  • Halcon Resources: The Future Remains Questionable And Unclear [View article]
    saillpgd, thank you for the scorecard. The proof is in the numbers. Value Digger has provided his readers with accurate analysis of various E&P operations, as well as, very educational information regarding the Oil & Gas formations throughout North America. I notice his stalkers never seem to come up with any positive recommendations that remotely approach his outstanding record!
    Aug 23 01:50 PM | 3 Likes Like |Link to Comment
  • Do These 4 Energy Companies Remain Excellent Short Candidates? [View article]
    dverenes@bell, you took the words right out of my mouth. Value Digger's articles not only give a great deal of information about individual Companies, they are extremely educational about the new & old producing areas in North America. He has also turned my portfolio around at an extremely important time of my life.
    Aug 19 08:54 AM | 4 Likes Like |Link to Comment
  • Natural Gas Prices: After Steep Decline, Where Do We Go From Here? [View article]
    Value Digger, thank you for another well written and timely article. You have been remarkably on target with your predictions on securities and commodities. Please include me in your Newsletter subscription.
    Aug 12 09:43 AM | 4 Likes Like |Link to Comment
  • SolarCity Earnings: Rapid Growth Belies Fundamental Problems [View article]
    Mark, I wonder if the 6 repetitive comments (above) count toward the total of 11 that he has posted?
    Aug 8 01:28 PM | Likes Like |Link to Comment
  • Holly Energy Partners: A Dividend Growth Powerhouse With A 6% Yield [View article]
    Michael, thank you for a well written article on this well positioned MLP. I like the fact that the income is 100% fee based with no commodity valuation risk. The assets are certainly well located serving older refineries that are now updated and thriving from our newly discovered petroleum sources. The growth projects that are planned is certainly icing on the cake!
    I will be looking to add this one to my IRA portfolio
    .
    Aug 2 01:06 PM | 1 Like Like |Link to Comment
  • If You Are An Alpha Seeker Looking For The Next Big Energy Play, Load Epsilon Energy Now [View article]
    I also am looking forward to NG going north of $6, but a cool summer season, along with other factors, has damped the demand for this fuel. However winter is on it's way and I love the location of this company as it's production and distribution is right in the heart of the Northeast. I'd rather buy an undervalued and financial stable Company ahead of the game, while the "seats are still cheap!"
    Jul 30 04:30 PM | 4 Likes Like |Link to Comment
  • Pembina Pipeline Is Very Appealing Based On Long-Term Bullish Fundamentals [View article]
    Michael, thank you for a concise well written article. You state the US is the largest exporter of propane. I'm assuming most of the export facilities are in the Gulf of Mexico and perhaps Enterprise products is the largest participant?

    But the way, I visited the Athabasca Sands area about 25 years ago and went to a local bar to spend the evening. I encountered the roughest crowd that I found in all my travels.
    Jul 30 08:57 AM | 1 Like Like |Link to Comment
  • Here's Why The Time Is Right To Invest In Pershing Gold [View article]
    Some folks like to watch grass grow, some like to watch paint dry, and some folks must enjoy watching a pile of dirt that gets tested every year.
    Jul 30 07:37 AM | 2 Likes Like |Link to Comment
  • Ballard Power Systems misses by $0.01, beats on revenue [View news story]
    Doesn't BLDP supply PLUG? I view PLUG as a vendor of completed products, not a developer. I agree this is a great new area of power generation and I'm way behind on the learning curve.
    Technology is racing towards the future at an incredible rate. As a former Engineer, I'm amazed at progress all around me...yet we are letting our bridges & other infrastructure rust away.
    Jul 30 05:38 AM | 1 Like Like |Link to Comment
  • Ballard Power Systems misses by $0.01, beats on revenue [View news story]
    Thank you phall7 (& crusinbear) for setting the record straight. The last thing we need is negative incorrect reporting on Securities we invest in!
    Jul 30 05:32 AM | 1 Like Like |Link to Comment
  • If You Are An Alpha Seeker Looking For The Next Big Energy Play, Load Epsilon Energy Now [View article]
    Joe, the sweet spot is even better as NY State continues to put road blocks in front of any producers looking to help out their residents.
    Jul 29 10:56 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
604 Comments
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