Search found 40 matches

by petrohawk
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
by petrohawk
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.
by petrohawk
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
by petrohawk
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.
by petrohawk
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.
by petrohawk
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...
by petrohawk
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
by petrohawk
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.
by petrohawk
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.
by petrohawk
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 ?
by petrohawk
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.
by petrohawk
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
by petrohawk
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 ?
by petrohawk
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
by petrohawk
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 ??
by petrohawk
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...
by petrohawk
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
by petrohawk
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...
by petrohawk
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.
by petrohawk
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
by petrohawk
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.
by petrohawk
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
by petrohawk
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 ??
by petrohawk
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.
by petrohawk
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
by petrohawk
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
by petrohawk
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
by petrohawk
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.
by petrohawk
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...
by petrohawk
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
by petrohawk
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.
by petrohawk
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
by petrohawk
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...
by petrohawk
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. ;)
by petrohawk
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 ?
by petrohawk
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