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Cowgold
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: geokills] 1
#7827437 - 01/03/08 01:17 PM (16 years, 28 days ago) |
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I like your pics. Here's a few of my own.
I've been watching a few domestic energy companies specificly because the high fuel prices. $100 oil will continue to rise as the World's economy continues to grow. This higher fuel cost has benefited domestic energy companies heavily invested in existing plays that were previously too costly to produce. As the world's demand grows, we will depend more and more on domestic resources.
Here are some of the businesses that will benefit from such a scenario.
Sandridge Energy (SD) $33.99
Headquartered in Oklahoma City, Oklahoma, SandRidge Energy, Inc. is a rapidly growing independent natural gas and oil company concentrating in exploration, development and production activities.
Our focus is to expand reserves and production in the West Texas Overthrust (WTO), an area located in Pecos and Terrell counties in West Texas. The WTO is a natural gas prone geological province encompassing 1.3 million acres which includes the Piñon Field prospect. SandRidge also has significant operated leasehold positions in the Cotton Valley Trend in East Texas, the Gulf Coast area, the Piceance Basin, as well as other non-core operating areas.
Chesapeake Energy (CHK) 40.72
Chesapeake Energy Corporation (Chesapeake) is an independent producer of natural gas in the United States, and owns interests in approximately 34,600 producing oil and natural gas wells that are producing approximately 1.7 billion cubic feet equivalent (bcfe) per day, 92% of which is natural gas. The Company?s operations are located in the Mid-Continent region, which includes Oklahoma, Arkansas, southwestern Kansas and the Texas Panhandle; the Forth Worth Basin in north-central Texas; the Appalachian Basin, principally in West Virginia, eastern Kentucky, eastern Ohio and southern New York; the Permian and Delaware Basins of West Texas and eastern New Mexico; the Ark-La-Tex area of East Texas and northern Louisiana; and the South Texas and Texas Gulf Coast regions. In July 2007, the Company announced the acquisition of Kerr-McGee Tower from Anadarko Petroleum Corporation and subsequent sale of tower to SandRidge Energy, Inc.
XTO Energy (XTO) 54.03
XTO Energy Inc. and its subsidiaries are engaged in the acquisition, development, exploitation and exploration of producing oil and gas properties, and in the production, processing, marketing and transportation of oil and natural gas. Its estimated proved reserves at December 31, 2006 were 6.94 Trillion cubic feet (Tcf) of natural gas, 53 million Barrels (Bbls) of natural gas liquids and 214.4 million Bbls of oil. During the year ended December 31, 2006, its average daily production was 1.186 Bcf of gas, 11,854 Bbls of natural gas liquids and 45,041 Bbls of oil. As of December 31, 2006, the Company owned interests in 20,743 gross (10,812.3 net) producing wells. In February 2006, the Company acquired proved and un-proved properties in East Texas and Mississippi from Total E&P USA, Inc. In June 2006, the Company acquired Peak Energy Resources, Inc., which operated gas-producing properties and owned un-proved properties in the Barnett Shale in the Fort Worth Basin
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Cowgold
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: geokills] 1
#7827450 - 01/03/08 01:20 PM (16 years, 28 days ago) |
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Quote:
geokills said: Do your own DD
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Cowgold
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: OneMoreRobot3021] 1
#7827486 - 01/03/08 01:30 PM (16 years, 28 days ago) |
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I've never done that.
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Cowgold
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: OneMoreRobot3021] 1
#7827496 - 01/03/08 01:33 PM (16 years, 28 days ago) |
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Would it be irony if it was a bust?
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Cowgold
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: OneMoreRobot3021] 1
#7827537 - 01/03/08 01:42 PM (16 years, 28 days ago) |
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Dude!
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Cowgold
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: geokills] 1
#7827544 - 01/03/08 01:45 PM (16 years, 28 days ago) |
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Quote:
geokills said: I was a Chesapeake (CHK) holder a couple of years ago when it was trading around $34 / share (and when I was very new to investing). It was hoped that natural gas prices would be on the rise, but at that specific moment in time I was stuck with a flat-liner for a few months. New to investing and lacking the disciplines I've developed over time, I cut that one off and in all honestly, believe it was the right decision at the time.
Given the current environment, I agree that natural gas stocks are coming into greater favor, and your thesis about investing in domestic energy appears to be a sound one. XTO is a stock I have watched for quite a while, it has been growing its natural gas production and is only partially hedged, meaning that it will benefit by a large margin compared to its competitors, should natural gas prices remain strong and increase. The reason I haven't bought any myself, is that I already hold a full investment in the oil/energy sector by way of Transocean (RIG).
Personally, I feel that Transocean is best situated to benefit from higher oil prices and here's why. Oil is becoming harder and harder to find, its use in today's world seems to have no end in sight, and this is of course resulting in rapid price increases for the commodity. Now that oil is so much more profitable for the companies which produce it, they can re-invest that money to seek out harder-to-find resources, particularly in the deepwater offshore regions. This is where Transocean comes in. It is the largest deepwater driller, and as rigs are not easy nor quick to be built, it will hold its strong position in the deepwater markets for quite some time. As oil prices go up and more companies need to tap deeper wells in order to secure solid production, the day-rates (rental rates) for its rigs increase as well. The icing on the cake is that Transocean just merged last year with Global SantaFe, one of its largest competitors. This has the combined company well poised to take advantage of continuing higher oil prices. They also have great visibility, with a backlog (secured contracts) that are booked for many years out.
Thanks!
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: KillerPicklez] 1
#7839753 - 01/06/08 02:25 PM (16 years, 25 days ago) |
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Quote:
KillerPicklez said: Perhaps you could give a tip next time about a lost cost stock that has some potential to grow over the next 10-20 years
In 10-20 years everyone will be wishing they invested in the housing market.
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Cowgold
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: Cowgold] 1
#8021445 - 02/14/08 08:48 AM (15 years, 11 months ago) |
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Quote:
Cowgold said: I like your pics. Here's a few of my own.
I've been watching a few domestic energy companies specificly because the high fuel prices. $100 oil will continue to rise as the World's economy continues to grow. This higher fuel cost has benefited domestic energy companies heavily invested in existing plays that were previously too costly to produce. As the world's demand grows, we will depend more and more on domestic resources.
Here are some of the businesses that will benefit from such a scenario.
Sandridge Energy (SD) $33.99
Headquartered in Oklahoma City, Oklahoma, SandRidge Energy, Inc. is a rapidly growing independent natural gas and oil company concentrating in exploration, development and production activities.
Our focus is to expand reserves and production in the West Texas Overthrust (WTO), an area located in Pecos and Terrell counties in West Texas. The WTO is a natural gas prone geological province encompassing 1.3 million acres which includes the Piñon Field prospect. SandRidge also has significant operated leasehold positions in the Cotton Valley Trend in East Texas, the Gulf Coast area, the Piceance Basin, as well as other non-core operating areas.
Chesapeake Energy (CHK) 40.72
Chesapeake Energy Corporation (Chesapeake) is an independent producer of natural gas in the United States, and owns interests in approximately 34,600 producing oil and natural gas wells that are producing approximately 1.7 billion cubic feet equivalent (bcfe) per day, 92% of which is natural gas. The Company?s operations are located in the Mid-Continent region, which includes Oklahoma, Arkansas, southwestern Kansas and the Texas Panhandle; the Forth Worth Basin in north-central Texas; the Appalachian Basin, principally in West Virginia, eastern Kentucky, eastern Ohio and southern New York; the Permian and Delaware Basins of West Texas and eastern New Mexico; the Ark-La-Tex area of East Texas and northern Louisiana; and the South Texas and Texas Gulf Coast regions. In July 2007, the Company announced the acquisition of Kerr-McGee Tower from Anadarko Petroleum Corporation and subsequent sale of tower to SandRidge Energy, Inc.
XTO Energy (XTO) 54.03
XTO Energy Inc. and its subsidiaries are engaged in the acquisition, development, exploitation and exploration of producing oil and gas properties, and in the production, processing, marketing and transportation of oil and natural gas. Its estimated proved reserves at December 31, 2006 were 6.94 Trillion cubic feet (Tcf) of natural gas, 53 million Barrels (Bbls) of natural gas liquids and 214.4 million Bbls of oil. During the year ended December 31, 2006, its average daily production was 1.186 Bcf of gas, 11,854 Bbls of natural gas liquids and 45,041 Bbls of oil. As of December 31, 2006, the Company owned interests in 20,743 gross (10,812.3 net) producing wells. In February 2006, the Company acquired proved and un-proved properties in East Texas and Mississippi from Total E&P USA, Inc. In June 2006, the Company acquired Peak Energy Resources, Inc., which operated gas-producing properties and owned un-proved properties in the Barnett Shale in the Fort Worth Basin
There was a slump in the energy market for a few weeks, but it's bounced back really strong this last week.
(quoted @ 11 A.M.) XTO - 55.70
(quoted @ 11 A.M.) CHK - 43.31
(quoted @ 11 A.M.) SD - 34.85
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: pinc] 1
#8031048 - 02/16/08 12:27 PM (15 years, 11 months ago) |
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Risk/Reward
Very very rarely does a penny stock actually pan out. They move all on hype. I'd stay away from pennystocks. Gamble with em if you want, but it's like betting on boxcars at the craps table. Pennys are the suckerbets of the stock market.
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: Cowgold] 1
#8031055 - 02/16/08 12:30 PM (15 years, 11 months ago) |
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Honestly, you probably have better odds on a craps table than with penny stocks.
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Cowgold
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: Cowgold] 1
#8086397 - 02/29/08 02:23 PM (15 years, 10 months ago) |
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Quote:
Cowgold said:
Quote:
Cowgold said: I like your pics. Here's a few of my own.
I've been watching a few domestic energy companies specificly because the high fuel prices. $100 oil will continue to rise as the World's economy continues to grow. This higher fuel cost has benefited domestic energy companies heavily invested in existing plays that were previously too costly to produce. As the world's demand grows, we will depend more and more on domestic resources.
Here are some of the businesses that will benefit from such a scenario.
Sandridge Energy (SD) $33.99
Headquartered in Oklahoma City, Oklahoma, SandRidge Energy, Inc. is a rapidly growing independent natural gas and oil company concentrating in exploration, development and production activities.
Our focus is to expand reserves and production in the West Texas Overthrust (WTO), an area located in Pecos and Terrell counties in West Texas. The WTO is a natural gas prone geological province encompassing 1.3 million acres which includes the Piñon Field prospect. SandRidge also has significant operated leasehold positions in the Cotton Valley Trend in East Texas, the Gulf Coast area, the Piceance Basin, as well as other non-core operating areas.
Chesapeake Energy (CHK) 40.72
Chesapeake Energy Corporation (Chesapeake) is an independent producer of natural gas in the United States, and owns interests in approximately 34,600 producing oil and natural gas wells that are producing approximately 1.7 billion cubic feet equivalent (bcfe) per day, 92% of which is natural gas. The Company?s operations are located in the Mid-Continent region, which includes Oklahoma, Arkansas, southwestern Kansas and the Texas Panhandle; the Forth Worth Basin in north-central Texas; the Appalachian Basin, principally in West Virginia, eastern Kentucky, eastern Ohio and southern New York; the Permian and Delaware Basins of West Texas and eastern New Mexico; the Ark-La-Tex area of East Texas and northern Louisiana; and the South Texas and Texas Gulf Coast regions. In July 2007, the Company announced the acquisition of Kerr-McGee Tower from Anadarko Petroleum Corporation and subsequent sale of tower to SandRidge Energy, Inc.
XTO Energy (XTO) 54.03
XTO Energy Inc. and its subsidiaries are engaged in the acquisition, development, exploitation and exploration of producing oil and gas properties, and in the production, processing, marketing and transportation of oil and natural gas. Its estimated proved reserves at December 31, 2006 were 6.94 Trillion cubic feet (Tcf) of natural gas, 53 million Barrels (Bbls) of natural gas liquids and 214.4 million Bbls of oil. During the year ended December 31, 2006, its average daily production was 1.186 Bcf of gas, 11,854 Bbls of natural gas liquids and 45,041 Bbls of oil. As of December 31, 2006, the Company owned interests in 20,743 gross (10,812.3 net) producing wells. In February 2006, the Company acquired proved and un-proved properties in East Texas and Mississippi from Total E&P USA, Inc. In June 2006, the Company acquired Peak Energy Resources, Inc., which operated gas-producing properties and owned un-proved properties in the Barnett Shale in the Fort Worth Basin
There was a slump in the energy market for a few weeks, but it's bounced back really strong this last week.
(quoted @ 11 A.M.) XTO - 55.70
(quoted @ 11 A.M.) CHK - 43.31
(quoted @ 11 A.M.) SD - 34.85
As of close 2/29/08
XTO - 61.71
CHK - 45.22
SD - 37.64 They're reporting their earnings on March 4th. Should be very interesting. It's been climbing like crazy and the 25MA crossed the 50MA yesterday. Up 4.56% just today.
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Re: Stock Picks for January 3rd, 2008 - STJ, SGP, CVS [Re: Cowgold] 1
#8135832 - 03/12/08 07:57 AM (15 years, 10 months ago) |
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Quoted at 10 A.M.
XTO Energy XTO - 60.93
Chesapeake CHK- 47.12
Sandridge Energy SD - 40.81
Breakdown of Sandridge's financials. (released 3/3/08)
Fourth Quarter:
-- Income available to common stockholders of $4.9 million, or $0.04 per share, versus a loss applicable to common stockholders of $7.3 million, or ($0.09) per share, in fourth quarter 2006 -- Natural gas and crude oil production of 20.4 Bcfe, up 152% compared to production of 8.1 Bcfe in fourth quarter 2006 -- Operating cash flow (1) of $109.2 million, up 520% from fourth quarter 2006 -- Adjusted EBITDA (2) of $135.3 million, an increase of 330% from fourth quarter 2006 -- Proved reserves at quarter end of 1.516 Tcfe, up 19% from 2007 third quarter end of 1.272 Tcfe
Full Year:
-- Income available to common stockholders of $10.3 million, or $0.09 per share, versus $11.7 million, or $0.16 per share, for full year 2006 -- Total natural gas and crude oil production of 64.2 Bcfe, an increase of 320% compared to 2006 production of 15.3 Bcfe -- Operating cash flow of $295.6 million, up 255% from 2006 -- Adjusted EBITDA of $394.9 million, an increase of 273% from 2006 -- Proved reserves at year end of 1.516 Tcfe, up 51% from year-end 2006 of 1.002 Tcfe
Tom Ward (CEO, President) intends to buy $100,000,000.00 worth of shares from the open market. The company does not plan to issue new shares for this purchase.
It's just hard to go wrong with energy right now.
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Re: Stock Update for March 20, 2008 - HCBK, MOS, MO [Re: geokills]
#8173893 - 03/20/08 10:10 PM (15 years, 10 months ago) |
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Geokills, I just want to say that I'm really impressed with your trading discipline. I've been learning a lot from your posts and think that your disclosure is a really rare find.
Thanks!
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Re: Commodity Selloff Continues Voraciously [Re: pothead_bob]
#8918230 - 09/12/08 12:19 PM (15 years, 4 months ago) |
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Taken from here... Why commodoities are falling
"Growth in China slowed to an annual rate of 10.1% in the second quarter of 2008 from 11.9% in 2007. Economists are predicting growth will slow even more in the rest of 2008 and in 2009. Goldman Sachs is projecting 10.1% for all of 2008 and 9.5% for 2009. The Economist magazine is somewhat more pessimistic, projecting 9.8% growth in 2008 and a drop to 9% in 2009.
The pattern is similar in other Asian economies, big and small. India, where gross domestic product grew 9.1% in the fiscal year that ended in March, will see growth of 7.1% this fiscal year, according to Morgan Stanley. The government of Vietnam has cut its target growth rate for 2008 to 7.5% from a prior goal of 8.5% to 9%. Indonesia recently cut its target rate to 6.4% to 6.7% from an earlier 6.8%.
But it's not just growth levels All the economies of the developed world, including the United States, would kill for growth rates like those, but it's not the absolute level that matters. A drop from a 9.1% growth rate to a still high 7.1% is enough at the margin to cut demand for the commodities that fuel these economies. And that explains the price drop in commodities from oil to fertilizer to copper.
For example, copper, which was trading near historical highs July 6, dropped in price by almost 18% by Aug. 11. With expectations high that demand and price for these commodities would fall even further, commodity stocks have sold off, too. "
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Re: Stock Update for September 18, 2008 - GS, NOV, MCD, DE [Re: geokills]
#8953961 - 09/19/08 09:22 AM (15 years, 4 months ago) |
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Today is nice. Picked up some GS yesterday at 100.
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Re: 228-to-205 [Re: geokills]
#9004068 - 09/29/08 06:09 PM (15 years, 3 months ago) |
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Cowgold
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Re: Stock Update for October 13th [Re: geokills]
#9076477 - 10/14/08 02:46 PM (15 years, 3 months ago) |
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Great news, Geo.
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Re: Stock Update for August 8, 2011 - A Tradeable Low? [Re: memes]
#14940439 - 08/18/11 12:43 AM (12 years, 5 months ago) |
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I have. They went IPO last year, around July (I Think) for $14/share. They are supposed to start mining Rare Earth Metals in 2012 with a processing facility. Right now China is producing 96% of the rare earth metals and essentially control the market. Rare Earths are used in everything from cell phones to hybrid cars to wind turbines... Basically anything with an LCD screen or electric motor. Every green technology basically is dependent on them. This stock is a day trader's dream, extremely volatile. Production should really be subsidized to secure a domestic reserve, but currently there are none. The DOD did a study earlier this year to see if Our limited reserves posed a threat to national security, but it came back negative. Otherwise, we may have ended up with a subsidy (sp?).I haven't looked into how much MCP's mine has in reserves or what mix they have of each metal, but equally important questions are... How much to value each refined ton at and how much are their production costs per ton? They haven't turned a profit yet, but will they be able to when they become fully operational?
There are so many unknowns and lots of hype on this... It could go any direction. One thing is certain, though. Every time China says anything about the metals, this thing goes crazy.
High Risk/High Reward
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Cowgold
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Re: Stock Update for June 5, 2014 [Re: memes]
#20100103 - 06/08/14 11:21 AM (9 years, 7 months ago) |
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Memes, that's fucking awesome!
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