Will ConocoPhillips Benefit From Freeport LNG's Export Approval? [View article]
Michael, thank you for a very timely article.You have cleared up many questions I had.
I've done very well with LNG & CQP and was about to double my COP holdings (thinking they had a ownership piece.) Traders have been piling into LNG & CQP and COP will probably get a small lift just because their name is associated with the only other "Export" approval. I'm a strong believer in export of our Nat Gas bounty as well as domestic use for fueling our transport.
A Sustainable And Growing 8% Yield Is Driving NorthStar Realty Finance's Outperformance [View article]
Dane, thank you for your in depth article. I plan on initiating a position but I'm somewhat concerned about the SA article dated May 13 calling the Company a "House of Cards." Have you read this and found it to be credible?
Is This Oil-Weighted Energy Producer Overvalued After The Recent Price Surge? [View article]
Many of us fail to follow that rule and I'm glad you repeated it. Oddly enough I can't seem to find a buyer for my "PINK SHEET" shares, even when I've priced several cents below current PPS. I'll try again today, fortunately it is still rising.
Surge Energy: The Baby Has Obviously Been Thrown Out With The Bathwater [View article]
Good for you! I hope the tables were good to you. I'm still trying to add to my ARLP position but have given up. I've never seen this run so strong. I was playing in the 50s and 60s and it's shot right up to 77!
Is This Oil-Weighted Energy Producer Overvalued After The Recent Price Surge? [View article]
VD, again I thank you for the call on SURGE. It's up anther 4% today which makes it difficult to sell but I'm going to sell half this afternoon. I owe you!
Cheniere Energy: A Way To Profit From Lower Natural Gas Prices [View article]
Industry is already benefiting greatly and in fact the Plastics Industry can't even use the ngls that is produced as a by-product. Ethane is currently being flared in many places as there is an over supply in the market. Exporting will create many new jobs in the USA and help reverse the decades long flow of our money to foreign energy producers. We have huge deposits, lets use them!
Ultra Petroleum - The Rebound In Natural Gas Prices Should Continue Through 2015 [View article]
Thank you. I'm very much aware of LNG (and the COP Freeport facility that was just approved,) I'm questioning the conference call that inferred that Mexico was "Exporting." I think they meant to say "Importing," but I wanted to be sure it was a transposition of words.
Ultra Petroleum - The Rebound In Natural Gas Prices Should Continue Through 2015 [View article]
Devon has written several informative articles this year about XOM. You can insert Devon's name in the search box in the upper right of this page and you will get a whole listing of Company articles (including XOM) that you download.
Ultra Petroleum - The Rebound In Natural Gas Prices Should Continue Through 2015 [View article]
Thank you Devon for the timely article. The statement in the Conference Call says there will be an increase in demand in part "due to growing Mexican exports." Am I to take this as Mexico "Importing our Nat Gas?" Or is Mexico actually exporting Nat Gas (LNG?) If the later is the case, what Company in Mexico is exporting? Also, I realize the cost chart is only a partial list but I was wondering why XCO & ECA are missing. Do you have any thoughts on their costs?
Chesapeake Granite Wash Trust - The Good, Bad, And Ugly News In Q1 Results [View article]
When it comes to a National Energy Policy, I think the Administration is busy experimenting in the consumption of "Hemp" .......for rope, cordage and such.......
Surge Energy: The Baby Has Obviously Been Thrown Out With The Bathwater [View article]
VD, I ran through my "lifetime" allowance of Beer 12 years ago, but will stand you to a night of cocktails of your choice any time while I consume my favorite "Tonic & Orange Juice" (stirred NOT shaken!) Thank you again, Holt
Surge Energy: The Baby Has Obviously Been Thrown Out With The Bathwater [View article]
Hi Scooter. I'm still buying ARLP, but I'm amazed how it's pricing has remained so strong. I bought in at the mid Fifties last November, took some profits in Jan thinking it would drop back..... it never did and now I'm stuck waiting for a dip. Long NRP, SDRL, SFL, KMP, EPD, EEP, CQP and TGP. I think I'm going to cash in on most of my TGP as the "LNG" transport market is poised to become "over-built" and none of the shippers in this segment are willing to reduce orders. TGP is a very well run operation but I don't have the time to continue to understand their future contracts so that means I need to exit. I could use a trailing "stop" but I've found over the years this protection doesn't work in the face of "over-night" adverse news. What are a couple of your current favorites?
What To Buy And Sell In Your High-Yield Portfolio [View article]
I've had the uncanny ability to buy and hold GGN at the worst times possible over the years. I have a small position that I SHOULD have sold at a small profit last week, but I made sure that miracle wouldn't occur by still holding. It truly is a security that sends me screaming into the night. As I'm writing this note, GOLD is down $24 and really seems to be collapsing as an investment or a place to park your "Cash."
Will ConocoPhillips Benefit From Freeport LNG's Export Approval? [View article]
I've done very well with LNG & CQP and was about to double my COP holdings (thinking they had a ownership piece.)
Traders have been piling into LNG & CQP and COP will probably get a small lift just because their name is associated with the only other "Export" approval.
I'm a strong believer in export of our Nat Gas bounty as well as domestic use for fueling our transport.
A Sustainable And Growing 8% Yield Is Driving NorthStar Realty Finance's Outperformance [View article]
Is This Oil-Weighted Energy Producer Overvalued After The Recent Price Surge? [View article]
I'll try again today, fortunately it is still rising.
Surge Energy: The Baby Has Obviously Been Thrown Out With The Bathwater [View article]
I'm still trying to add to my ARLP position but have given up. I've never seen this run so strong. I was playing in the 50s and 60s and it's shot right up to 77!
Is This Oil-Weighted Energy Producer Overvalued After The Recent Price Surge? [View article]
Cheniere Energy: A Way To Profit From Lower Natural Gas Prices [View article]
Cheniere Energy: A Way To Profit From Lower Natural Gas Prices [View article]
Ultra Petroleum - The Rebound In Natural Gas Prices Should Continue Through 2015 [View article]
Ultra Petroleum - The Rebound In Natural Gas Prices Should Continue Through 2015 [View article]
Ultra Petroleum - The Rebound In Natural Gas Prices Should Continue Through 2015 [View article]
The statement in the Conference Call says there will be an increase in demand in part "due to growing Mexican exports." Am I to take this as Mexico "Importing our Nat Gas?" Or is Mexico actually exporting Nat Gas (LNG?) If the later is the case, what Company in Mexico is exporting?
Also, I realize the cost chart is only a partial list but I was wondering why XCO & ECA are missing. Do you have any thoughts on their costs?
Chesapeake Granite Wash Trust - The Good, Bad, And Ugly News In Q1 Results [View article]
.......for rope, cordage and such.......
Chesapeake Granite Wash Trust - The Good, Bad, And Ugly News In Q1 Results [View article]
Surge Energy: The Baby Has Obviously Been Thrown Out With The Bathwater [View article]
Thank you again, Holt
Surge Energy: The Baby Has Obviously Been Thrown Out With The Bathwater [View article]
I'm still buying ARLP, but I'm amazed how it's pricing has remained so strong. I bought in at the mid Fifties last November, took some profits in Jan thinking it would drop back..... it never did and now I'm stuck waiting for a dip.
Long NRP, SDRL, SFL, KMP, EPD, EEP, CQP and TGP.
I think I'm going to cash in on most of my TGP as the "LNG" transport market is poised to become "over-built" and none of the shippers in this segment are willing to reduce orders. TGP is a very well run operation but I don't have the time to continue to understand their future contracts so that means I need to exit. I could use a trailing "stop" but I've found over the years this protection doesn't work in the face of "over-night" adverse news.
What are a couple of your current favorites?
What To Buy And Sell In Your High-Yield Portfolio [View article]