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chazsf

chazsf
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  • Former Exxon President On Mission To Clean Up Oil Sands [View article]
    Did you see that that the article is about "a small oil services technology company called MCW Energy Group (MCWEF:OTCQB)"?

    The headline is completely misleading ...
    Jul 31, 2015. 04:19 PM | Likes Like |Link to Comment
  • ConocoPhillips -3.3% as dividend gets scrutiny out of earnings [View news story]
    "Conoco's yield is now a point higher than closest peer Chevron, at 5.7%, but 'without the same downstream cushion and more than twice the leverage.'"

    Ouch.
    Jul 31, 2015. 04:13 PM | 2 Likes Like |Link to Comment
  • Will Canadian Real Estate Crash? [View article]
    "Its going to end badly ...very badly as it always does. Guaranteed."

    How would I collect on your guarantee?
    Jul 31, 2015. 04:10 PM | 1 Like Like |Link to Comment
  • Will Canadian Real Estate Crash? [View article]
    To what degree are the foreign buyers paying cash?

    If significant, it may insulate the banks from the frothiness in the housing market.
    Jul 31, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • The Case For A 300-500 Point Correction In The S&P 500 - And Still A 'Secular Bull' [View article]
    Thanks for the read.

    I tilted -slightly- bearish last year. Not enough to sell, but enough to delay buying.
    Jul 31, 2015. 02:35 PM | Likes Like |Link to Comment
  • Is Marathon Oil's Dividend Safe? [View article]
    I do not see how the author can conclude the dividend is safe without discussing cash flow.
    Jul 31, 2015. 02:06 AM | Likes Like |Link to Comment
  • Chevron declares $1.07 dividend [View news story]
    In 1950 there were the famous "Seven Sisters": Anglo-Iranian, Gulf, Royal Dutch/Shell, Standard Oil of California, Standard Oil of New Jersey, Standard Oil of New York and Texaco.

    In 1970, Standard of California employed about 65,000 people. Since then, it has absorbed two of the other sisters, Gulf and Texaco, and changed its name to Chevron.

    In 2015, the combined enterprise representing three of the sisters still employs about the same 65,000 people.
    Jul 30, 2015. 06:12 PM | Likes Like |Link to Comment
  • Microsoft, Capitulation And The End Of Windows Everywhere [View article]
    Why would the Feds break up Apple?
    Jul 29, 2015. 08:12 PM | 2 Likes Like |Link to Comment
  • Tesla Motors to test referral program [View news story]
    From CNBC:

    "Under the program, which Musk called an experiment, new buyers through Oct. 31 will get a $1,000 discount on the transaction if referred by a current owner. Those customers receive a credit for the same amount to go toward a new vehicle purchase, service or accessories.
    "The first current customer to make 10 referrals will also receive a free Model X, Tesla's next vehicle to be released."

    http://tinyurl.com/psa...

    Sounds more like they are really trolling ...
    Jul 29, 2015. 07:30 PM | 6 Likes Like |Link to Comment
  • What Oil Price Would Allow Encana To Be Cash Flow Neutral In 2016? [View article]
    From EnCana's July 24 Guidance document:

    "Encana’s 2015 planned capital program plus anticipated dividends, using the stated price assumptions, is expected to be fully funded by forecasted 2015 cash flow plus proceeds from divestitures that closed in the first quarter."

    The relevant price assumptions are WTI $50, NYMEX nat gas $3, AECO nat gas C$2.62 and the Loonie at $0.80. (EnCana uses US$ except where C$ is specified.)
    Jul 29, 2015. 06:54 PM | 1 Like Like |Link to Comment
  • The Coming Oil Consolidation [View article]
    "EOG could maybe more likely be buying, as compared to being purchased,"

    I agree EOG is more likely to do the buying, particularly if it can be structured as a stock swap since their shares have held up comparatively better than some of the others.
    Jul 28, 2015. 04:22 PM | 2 Likes Like |Link to Comment
  • Even With A Near 5% Dividend Yield I Don't Believe Chevron Is A Buy [View article]
    It is not really a double whammy. The increasing value of the dollar is offset by reducing the price of oil, which is expressed in dollars. Most of OPEC's oil goes to Asia and Europe, and the net change for Asia and Europe reflects the offset between the two factors.
    Jul 28, 2015. 04:13 PM | 1 Like Like |Link to Comment
  • Chesapeake upped to Buy at SunTrust, which sees potential for company sale [View news story]
    "CEO -saying company is worth in the range of $40 a share. Fast forward to 21:42
    http://bit.ly/1LKQKbc "

    I find Chesapeake's management to be rather uncommunicative. It would be helpful if you could explain how that valuation was derived.
    Jul 28, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • Consider These 4 Preferred Issues To Increase Your Portfolio's Yield [View article]
    "Since VNR is a partnership, this preferred stock issues a K-1"

    Does the K-1 for the Preferred contain the same numerical entries as the K-1 for the Common? Just curious ...
    Jul 28, 2015. 01:04 PM | Likes Like |Link to Comment
  • Will Oil Or Interest Rates Rebound First? [View instapost]
    "THE CUSHING MLP TOTAL RETURN FUND PAID A NONTAXABLE RETURN OF CAPITAL DISTRIBUTION ON 04/30/2015 TO SHAREHOLDERS OF RECORD ON 04/17/2015. THE ESTIMATED PERCENT OF THE NONTAXABLE RETURN OF CAPITAL DISTRIBUTION PAID TO SHAREHOLDERS OF RECORD ON 04/17/2015 IS 100 PERCENT OF THE TOTAL DIVIDEND AMOUNT."

    http://bit.ly/1OMc4Ni
    Jul 27, 2015. 05:22 PM | 1 Like Like |Link to Comment
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