Feb.14th Barron's article:
https://www.barrons.com/articles/avoid- ... =hp_LEAD_2
Search found 40 matches
- Sat Feb 15, 2020 9:05 am
- Forum: Picks and tips from the EP community
- Topic: Barron's balanced view on Nat Gas
- Replies: 0
- Views: 1319
- Wed Sep 04, 2019 4:09 pm
- Forum: Picks and tips from the EP community
- Topic: Frac Sand Industry
- Replies: 4
- Views: 3008
Frac Sand Industry
Excellent article on the history of the Frac Sand industry and where it stands today:
https://www.worldoil.com/magazine/2019/ ... t-industry
https://www.worldoil.com/magazine/2019/ ... t-industry
- Sat Jul 27, 2019 7:41 am
- Forum: Picks and tips from the EP community
- Topic: Telling it like it is
- Replies: 2
- Views: 1867
Telling it like it is
A plea posted in Seeking Alpha: https://seekingalpha.com/article/427832 ... lock=false
- Tue Apr 02, 2019 10:49 am
- Forum: Picks and tips from the EP community
- Topic: HCLP
- Replies: 2
- Views: 1725
HCLP
The October View From Houston Newsletter was the last time HCLP appeared in the High Yield Portfolio. Therefore it is safe to say it has been quietly dropped. Kindly remember many of us have positions in this based upon several years of information you provided for our consumption.
- Fri Jan 18, 2019 10:04 am
- Forum: Sweet 16 Portfolio
- Topic: FANG
- Replies: 1
- Views: 1525
FANG
Strange as it seems, I want to think GPOR at one point owned a portion of FANG. Did they? If so, can you clarify when they disposed of it. Thanks
- Tue Oct 02, 2018 10:13 am
- Forum: Picks and tips from the EP community
- Topic: LPI sell off
- Replies: 1
- Views: 1459
LPI sell off
Any thoughts on the reasoning behind this weakness, except for there being more sellers, would be appreciated.
- Tue Mar 13, 2018 3:43 pm
- Forum: Picks and tips from the EP community
- Topic: Viper Energy follow up
- Replies: 1
- Views: 1261
Viper Energy follow up
Recent article in SA on Viper: https://seekingalpha.com/article/415536 ... lock=false
- Sat Feb 10, 2018 10:16 am
- Forum: Other topics of interest
- Topic: Just an example of the "Wierd Market" we have today
- Replies: 2
- Views: 2331
Re: Just an example of the "Wierd Market" we have today
Telsa is a bet on Musk--one of the smartest guys on the planet.
- Thu Nov 09, 2017 1:09 pm
- Forum: Picks and tips from the EP community
- Topic: Nat Gas Article
- Replies: 0
- Views: 1290
Nat Gas Article
Interesting article on Nat Gas http://marketrealist.com/2017/11/crude-oil-natural-gas-tear-natural-gas-stocks-gaining/ Several interesting comparisons were made including : Nat gas stocks that rose the most and least from March 3rd 2016 and Nov. 6,2017 Rice UP 130% AR DOWN 16% WPK + 147% RRC - 37% C...
- Mon Apr 24, 2017 5:05 pm
- Forum: Picks and tips from the EP community
- Topic: JONE
- Replies: 3
- Views: 1816
Re: JONE
The reason I asked is because I cannot see JONE listed with the six firms in the small cap group or SM for that mater either.
JONE currently reflects the slide in SM from Sept 14 to early 16
JONE currently reflects the slide in SM from Sept 14 to early 16
- Sun Apr 23, 2017 9:31 am
- Forum: Picks and tips from the EP community
- Topic: JONE
- Replies: 3
- Views: 1816
JONE
Have you dropped JONE from the small cap group?? You emphasized it's high risk and this appears to be proving out in the price of the stock.
- Sat Nov 19, 2016 10:36 am
- Forum: Picks and tips from the EP community
- Topic: Interesting short article on Coal vs. Natty this winter.
- Replies: 0
- Views: 755
Interesting short article on Coal vs. Natty this winter.
Coal looks to be the clear choice for those power generators who can choose.
http://www.oilandgas360.com/power-gener ... S_Campaign
http://www.oilandgas360.com/power-gener ... S_Campaign
- Mon Nov 07, 2016 8:53 am
- Forum: The View from Houston
- Topic: My Father
- Replies: 5
- Views: 2621
Re: My Father
Dan, Let me also send my condolences. My Father passed at 91 some time ago and I recall all the mixed emotions. He had lived the 15 years as a widower, which is hard after a long marriage.
- Thu Sep 15, 2016 9:09 am
- Forum: Picks and tips from the EP community
- Topic: Year end oil price targets
- Replies: 1
- Views: 1058
Year end oil price targets
Can anyone update what folks like Raymond James are currently forecasting for year end closing oil prices ?
- Wed May 04, 2016 10:38 am
- Forum: Sweet 16 Portfolio
- Topic: SM Energy (SM)
- Replies: 4
- Views: 2892
Re: SM Energy (SM)
Zacks reported the average equivalent price BOE received INCLUDING HEDGES was $26.74. This number closely represents oil's low. Does this indicate they had few hedges, or what is it I am missing? Kindly clarify, thanks.
- Mon Apr 18, 2016 9:23 am
- Forum: Picks and tips from the EP community
- Topic: Lithium X Energy (LIX.V)
- Replies: 2
- Views: 1273
Re: Lithium X Energy (LIX.V)
There is always another side to every investment and this is a cautionary review I read earlier this month from Chris Berry on the subject :
http://www.discoveryinvesting.com/blog/ ... qmy9a3i2o0
http://www.discoveryinvesting.com/blog/ ... qmy9a3i2o0
- Tue Apr 12, 2016 4:55 pm
- Forum: Picks and tips from the EP community
- Topic: HMENF
- Replies: 3
- Views: 1245
HMENF
Realizing you can't be on top of every issue, you have briefly mentioned Hemisphere in the past. Any thoughts what so ever ?
- Tue Mar 29, 2016 9:03 am
- Forum: Picks and tips from the EP community
- Topic: Hi-Crush Partners LP (HCLP)
- Replies: 3
- Views: 1502
Re: Hi-Crush Partners LP (HCLP)
For whatever reason I cannot find this update. MZ
- Thu Mar 10, 2016 8:42 am
- Forum: Other topics of interest
- Topic: RBN Energy Zombies
- Replies: 0
- Views: 1618
RBN Energy Zombies
Can anyone post the Zombie list ??
- Wed Jan 13, 2016 7:26 pm
- Forum: Picks and tips from the EP community
- Topic: SM cliff dive
- Replies: 7
- Views: 2730
SM cliff dive
Dan, for over a year you have expressed amazement at the low multiple, given the quality of SM. It now appears the prospects were not all they appeared to be. Even allowing for the low oil $$. this is a disaster. I for one would appreciate more guidance on the long term names we have come to know an...
- Wed Nov 04, 2015 3:26 pm
- Forum: Picks and tips from the EP community
- Topic: LTS
- Replies: 4
- Views: 1893
Re: LTS
Thanks Dan for your comment on Lightstream. Those of us who failed to bail can use all the info we can get. Marty
- Wed Oct 14, 2015 4:18 pm
- Forum: Picks and tips from the EP community
- Topic: EMES and HCLP
- Replies: 5
- Views: 2557
Re: EMES and HCLP
Dan could you be more specific than bright. I reasoned it should be also, and wish I had not gone against the market. Analyst estimates have the stock targeted as low as $2. Such a price point may be overdone, but at the same time it's certainly hard to be optimistic. We know the story: much more sa...
- Tue Jan 13, 2015 10:40 am
- Forum: Other topics of interest
- Topic: Defaults
- Replies: 2
- Views: 1638
Re: Defaults
Sorry meant SD and not SAND.
- Tue Jan 13, 2015 10:21 am
- Forum: Other topics of interest
- Topic: Defaults
- Replies: 2
- Views: 1638
Defaults
I see where both SAND and SFY are being touted as likely to default on loan payments in the coming week. I realize you no longer follow these, but some of us have retained them and Dan, your thoughts would be appreciated. Based on your last report on SFY this appears to be surprising. Thanks, Marty
- Sun Aug 31, 2014 5:27 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update
- Replies: 8
- Views: 3804
Re: Sweet 16 Update
Always enjoyed the audio casts--this is a great alternative. T hanks, Marty Z.
- Tue Jun 10, 2014 9:22 am
- Forum: Picks and tips from the EP community
- Topic: TRCH
- Replies: 4
- Views: 2532
Re: TRCH
Dan; Can you say anything about Husky in relation to TRCH? Thanks, Marty Z
- Sat May 31, 2014 10:20 am
- Forum: Picks and tips from the EP community
- Topic: LINE dividend
- Replies: 2
- Views: 1473
LINE dividend
It would seem to me LINE should substantially increase their dividend next year. A penny for your thoughts Dan ??
- Thu May 22, 2014 11:25 am
- Forum: Sweet 16 Portfolio
- Topic: Double hitter
- Replies: 1
- Views: 1326
Double hitter
Hats off to the guy that makes the big bucks with the double hitter on SN and BCEI today.
Marty Z.
Marty Z.
- Tue Feb 11, 2014 3:14 pm
- Forum: Picks and tips from the EP community
- Topic: amer. Eagle AMZG
- Replies: 1
- Views: 1186
amer. Eagle AMZG
Mention was made of this one back in August, and after hitting a new high in Nov its back to square one. Dan, do you care to venture an opinion about the current prospects?
Thanks, Marty
Thanks, Marty
- Tue Feb 11, 2014 2:51 pm
- Forum: Picks and tips from the EP community
- Topic: amer. Eagle AMZG
- Replies: 0
- Views: 822
amer. Eagle AMZG
Mention was made of this one back in August, and after hitting a new high in Nov its back to square one. Dan, do you care to venture an opinion about the current prospects?
Thanks, Marty
Thanks, Marty
- Thu Jan 30, 2014 6:09 pm
- Forum: The View from Houston
- Topic: Nat Gas Reports
- Replies: 1
- Views: 1460
Nat Gas Reports
Dan can you kindly once again post the site where we can find the weekly Nat Gas drawdowns. Thanks, Marty
- Thu Aug 08, 2013 8:56 am
- Forum: Picks and tips from the EP community
- Topic: lstmf
- Replies: 4
- Views: 2257
lstmf
Any insight into the sell off of LSTMF would be appreciated. No info on the web.
- Sat Apr 06, 2013 9:05 am
- Forum: The View from Houston
- Topic: EPG Live Chats
- Replies: 6
- Views: 4581
Re: EPG Live Chats
Enjoyed the extra insight into the various firms that does not come out in the reports. I first thought we missed the boat as a group by not voice connecting. Giving more thought to it I think typing out our questions is better. It prevents member monologues and keeps the focus on our fearless leade...
- Thu Mar 14, 2013 8:41 am
- Forum: The View from Houston
- Topic: Month Live Chat
- Replies: 14
- Views: 12527
Re: Month Live Chat
Excellent idea..Marty
- Wed Aug 22, 2012 10:06 am
- Forum: The View from Houston
- Topic: Possible hurricane
- Replies: 1
- Views: 1611
Possible hurricane
Dan, could you give us a list of maybe the top 5 most vunerable EPG stocks should the Gulf suffer a
major hurricane. Thanks Marty Z.
major hurricane. Thanks Marty Z.
- Thu May 24, 2012 7:36 am
- Forum: Other topics of interest
- Topic: Iran's Oil Bourse
- Replies: 2
- Views: 2235
Re: Iran's Oil Bourse
You would need to contact Chuck Butler who authors the Daily Pfennig. He has a large following, and I have admired him over the years.
Chuck Butler
President
EverBank World Markets
1-800-926-4922
1-314-647-3837
www.everbank.com
Chuck Butler
President
EverBank World Markets
1-800-926-4922
1-314-647-3837
www.everbank.com
- Wed May 23, 2012 8:29 am
- Forum: Other topics of interest
- Topic: Iran's Oil Bourse
- Replies: 2
- Views: 2235
Iran's Oil Bourse
Interesting paragraph I lifted from Chuck Butlers Daily Pfennig: One of the anti-dollar investments… Oil… has really seen its price plunge, and that’s not surprising to me, given the dollar’s strength right now… You see, it’s all about the petrol-dollar… But what’s going to happen to the petrol-doll...
- Fri Apr 13, 2012 3:24 pm
- Forum: The View from Houston
- Topic: I need your help!
- Replies: 3
- Views: 3548
Re: I need your help!
I saw the offer orginally, but cannot bring it up now. If you could you post the order form that would help. 

- Sun Jul 10, 2011 10:07 am
- Forum: Other topics of interest
- Topic: Offshore driller for Petrobas
- Replies: 0
- Views: 1831
Offshore driller for Petrobas
Can anyone say who the largest offshore driller for Petrobas is ?
- Fri Jul 08, 2011 4:16 pm
- Forum: Other topics of interest
- Topic: fst
- Replies: 1
- Views: 2405
fst
FST Forest Oil has fallen sharply in the past few sessions. I would appreciate any comments on the advisability of holding this. Thanks, Marty