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Holthusen

Holthusen
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  • Coal companies jump as Supreme Court strikes down EPA mercury rules [View news story]
    "Who needs Public Health?"
    I guess you missed their last two rulings on Obama Care.
    Jun 29, 2015. 03:39 PM | 7 Likes Like |Link to Comment
  • Coal companies jump as Supreme Court strikes down EPA mercury rules [View news story]
    Well written!
    Coal as a Hydrocarbon Fuel is important to all Americans as we are blessed with huge deposits. If the mining and burning of this fuel can be done in an economical fashion, with the new technologies we've developed over the past decade, it will help in our goal of Energy independence.
    Jun 29, 2015. 03:33 PM | 4 Likes Like |Link to Comment
  • Micron Technology's (MU) CEO Mark Durcan on Q3 2015 Results - Earnings Call Transcript [View article]
    searing point, your comment is excellent. At this point, how can anyone buy or add to an MU position after that dismal Conference call?
    Jun 26, 2015. 08:26 AM | Likes Like |Link to Comment
  • Micron Technology's (MU) CEO Mark Durcan on Q3 2015 Results - Earnings Call Transcript [View article]
    f5alcon, does that mean MU is a Buy, Hold, or Sell?
    Jun 26, 2015. 08:20 AM | 1 Like Like |Link to Comment
  • Micron Technology: Buy When Blood Is In The Streets? [View article]
    Hoiman, I was part of the Panic Dump last night and exited at $22. Fortunately I had taken my position recently so I wasn't hurt as badly as others might be.
    Jun 26, 2015. 08:06 AM | Likes Like |Link to Comment
  • Micron Technology: Buy When Blood Is In The Streets? [View article]
    Past results, 3Q15, are almost meaningless in considering a position in MU, as is the current entry price. The real question that should be under discussion is future performance. Do they have the right products for their current and future customers?

    I'm not familiar with the latest "chips" on demand by Industry, so I will look for articles that address MU current production facilities. I need to find out if they are well positioned for future sales or has their competition developed a better mouse trap? My search will focus on their current facilities and their production lines. Is MU producing a product that is becoming out-dated? Are they still on the leading edge of latest technology with the opportunity to capture good profit margins?

    Past performance "3Q15" is no indication of future etc..etc.
    Jun 26, 2015. 07:55 AM | 5 Likes Like |Link to Comment
  • Netflix sets 7-for-1 split [View news story]
    gpaler, Your comparisons are food for thought. Very good point.
    Jun 23, 2015. 05:06 PM | 2 Likes Like |Link to Comment
  • Cheap, abundant nat gas a bigger threat to coal than Obama's regulations [View news story]
    I was addressing the lack of any support for new pipelines, poor management of Government leases, tax reforms to encourage use of different fuels, etc.
    I am in complete agreement that market forces should determine usage of Hydrocarbon, but the Government is not planning for the future, instead it throws up roadblocks!
    Jun 12, 2015. 10:45 AM | 1 Like Like |Link to Comment
  • Intel And Micron: The Purple Swan [View article]
    I hear you! Now I'm really feeling my age.
    I would put my "K&E slide rule" up for sale on Ebay but it has no memory (I mean no one remembers what it is!)
    Jun 12, 2015. 07:49 AM | 10 Likes Like |Link to Comment
  • Cheap, abundant nat gas a bigger threat to coal than Obama's regulations [View news story]
    Actually it is about Obama and the Presidents who preceded him. The USA is blessed with an abundance of Hydrocarbons in many forms yet we have failed to develop a National Energy Policy of any kind. Fortunately our Energy industries have continued to discover large reserves of all types of hydrocarbon (along with new methods of production) and we continue on a road to Energy Independence.
    However, if the Department of Energy partnered with Private Industry, instead of constantly building roadblocks, we would be further ahead in cleaner and safer production/delivery of fuels for power and transportation.
    Jun 10, 2015. 05:18 PM | 10 Likes Like |Link to Comment
  • Petroamerica Oil Is A Steal No Matter How You Slice It [View article]
    Thank you Value Digger for your in depth analysis regarding Petroamerica Oil. Your article is an outstanding review of the troubles encountered by current Management through no fault of their own. I have to agree with "lynmar" where he labels you "Best in Class" in the E&P sector.

    I look forward to greatly improved results from this Company.
    Jun 10, 2015. 01:13 PM | 9 Likes Like |Link to Comment
  • EPA reaches deal with oil industry to issue overdue biofuel quotas [View news story]
    Ruffdog wake up! Remember our Government is here to help us.

    Perhaps when we are we forced to buy corrosive fuel, it can be bundled with a great new Healthcare Policy?Oops, I forgot, we can keep our Old Policy, we can keep our own Doctor and all cost will drop.

    Yes, our Government is here to help.
    Jun 3, 2015. 09:20 AM | 1 Like Like |Link to Comment
  • Big move sends oil higher for the week; money exits oil/energy funds [View news story]
    T-time, we are doing just great! Just look at all the "shovel ready" jobs out there with great Health Benefits!
    May 30, 2015. 08:03 AM | 4 Likes Like |Link to Comment
  • Lonestar Resources: One Of The Best Oil And Gas Plays For The Downturn [View article]
    Thank you for a well researched and written article.

    The well executed hedging and over 60% ownership of experienced E&P Investor/Operators gives me some comfort in owning my shares.
    May 30, 2015. 07:59 AM | 6 Likes Like |Link to Comment
  • Ship Finance beats by $0.06, misses on revenue [View news story]
    A Quote from "TANKERAT" 2 weeks ago on an SA Article: "I have owned SFL for many years....it is conservatively managed....John Fredriksen owns 40% of SFL and always has..."

    I feel exactly the same! John Fredriksen certainly knows his business!
    May 29, 2015. 10:51 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
684 Comments
1,119 Likes