Energy Prospectus

mkarpoff

...and called the Callon bond from those of us who owned it.

mkarpoff

Perhaps you can initiate coverage on APA if the deal goes through, or perhaps it can be fresh meat on its own.

mkarpoff

I can't say the price impresses me.

mkarpoff

Members should be warned that the tanker space is among the most volatile in the stock market. You have to have a strong stomach to buy in.

mkarpoff

Oil is indeed going up, but the market is causing shares to lag big time.

mkarpoff

mkarpoff

Aja, NRT in freefall is exactly when you want to start paying attention to it.

mkarpoff

It is time to revisit NRT, a micro-cap that I introduced to fellow members about 3 years ago, as it is a perfect fit opportunity, if you agree with Dan's natgas thesis (I do) to play out in the next couple of years. NRT is a micro, micro company. You can count the number of full-time employees on on...

mkarpoff

Seems like this would negatively impact producers; especially Marathon. After all, where is the oil supposed to go as refineries are already producing at max speed.

mkarpoff

You are expecting ipoof to be a possible double from here. Many in the high growth portfolio have much lower % expectations for growth. Why then, just because they currently have a decent div, are you moving the company(s) to the yield portfolio? In a similar vein, could you give a little more cover...

mkarpoff

VNOM has been getting hammered. Any idea why?

mkarpoff

Hard to get pissed at the people you vote for over and over again ad nauseum.

mkarpoff

It is hard to complain when someone plays by the rules. Were we in his place, or Buffet's, et al, we would do the same thing. It is irksome, but it does not make them untrustworthy.

mkarpoff

My understanding is that Manchin has been afraid that if he switched parties he would be challenged in a Repub primary, and lose. He is probably right. Why would Repub voters back him in a primary when there are lifelong Repubs for whom to vote. Any one of them would beat any Dem candidate in W VA

mkarpoff

Thx to all for checking it out.

mkarpoff

I don't know how to do that, but you can go to SA, enter sbow, and hers is the latest article. Thx.

mkarpoff

I don't know how to do that, but you can go to SA, enter sbow, and hers is the latest article. Thx.

mkarpoff

Dan, there is an interesting article this morning on SA, by Laura Starks. I think she is pretty savvy. If you have time to read it, I would love to get your take on what she has to say about Silverbow. Thx.

mkarpoff

I was waiting to read your take on the Devon report. Surprised when you had no reaction to their being taken to the woodshed.

mkarpoff

I was waiting to read your take on the Devon report. Surprised when you had no reaction to their being taken to the woodshed.

mkarpoff

Any idea why sbow is acting like the ugly stepchild?

mkarpoff

Your last line made me wonder; are you saying that we must wait until Q4 2024 to see if your guidance should go up? If yes, that seems a bit unusual.

mkarpoff

The Netherlands is taking steps to close the natgas fields in Groningen; Europe's largest. They expect it to be closed by the end of next year. Reason? The ground is such that the drilling has been causing a series of earthquakes, which are damaging property, and authorities are concerned that it wi...

mkarpoff

None that I have seen. These two bonds seem to be an anomaly. However, if you go to stockmarketmba.com/listofpreferredstocks.php, you will find many preferreds (not generally energy) on the bargain counter. I particularly like the fixed-to-floating (ftf) for BDCs that are selling under par, yielding...

mkarpoff

To all: Go to finra-markets.morningstar.com/BondCenter/. Just hit Search and then enter the name of the company in order to get info. As to buying, I happen to use TD. It is just as easy as buying stock.

mkarpoff

mkarpoff

Dan, I just read in this morning's Hart Energy newsletter that an outfit named Kimmeridge bought Laredo, and failed in negotiations to buy Silverbow, which prompted Silverbow to adopt a poison pill. What are the implications of both situations on the respective stocks? Perhaps you can speak to both ...

mkarpoff

CPE, and LPI each have a high yield bond outstanding. The CPE matures on 7/26, and the LPI on 1/25. I thought I would bring them to your attention again because along with the rest of the sector these bonds' prices have pulled back as well. The CPE closed at $91, providing an effective ytm of about ...

mkarpoff

The Zoom meeting is just about over, but not quite. I have been following this stuff for quite some time, and I guess I should be embarrassed because I have no idea what the two guests said nor what their conclusions were.

mkarpoff

...as the price of oil continues to struggle.

mkarpoff

There were a couple of articles on energy in this week's Barrons. One of the points made was that in the next couple of months (I think Dec) both the UK and USA insurance companies (which control world shipping insurance) will cease insuring ships that load in Russia. That will effectively end tanke...

mkarpoff

I recommend you check out a YouTube video by a man whose name is Steven van Metre. I have no idea what his bona fides are, nor do I know if his warning has merit; I am simply not knowledable enough to know. However, his take on a Lehman-like crash in Europe linked to energy trading is, if nothing el...

mkarpoff

According to the Times of Israel, the Israeli gov't has been told by our State Dept that the Iranian deal is off the table for now. I am surprised that oil hasn't responded positively.

mkarpoff

Israel made an important announcement this morning. They said that Iran is preparing its citizens to expect a new agreement with the Biden administration to be signed shortly. Right now there are two impediments to signing, both of which are deal-breakers for the US. Israel expects Iran to reluctant...

mkarpoff

Reuters London: Hedge funds dumping oil (futures) on heightened recession risk. ....positions have fallen to only 445mm barrels, down from 761mm barrels in January. The hedge fund sector's bullish bias has evaporated. Do they know something we do not?

mkarpoff

The West, unfortunately, is shooting itself in the foot vis a vis Russia. As long as India and China continue to buy as much as they need from Russia Putin will continue to do whatever he wishes as long as he is willing to treat Russian troops as canon fodder. As you have stated ad nauseum, the only...

mkarpoff

In case you were engrossed in baseball and bar b q on Sunday, you may have missed the news that once staunchly conservative Colombia elected a marxist as president who was, not too long ago, a narco rebel, and best buddies with Venezuela's Hugo Chavez and Cuba's Castro. Colombia is an exporter of en...

mkarpoff

Thanks for another great View. They are worth the price of admission all by themselves. Awhile ago, I believe you said you might include target prices for all the companies in the Yield section of the View. There appears to be room on the Table to do so. I think that would be particularly useful now...

mkarpoff

Any idea why AR got hit today?

mkarpoff

Since when do you do a "Top PIcks for Next Week," and why these in particular for next week?

mkarpoff

Announced a div. Very nice surprise.

mkarpoff

Excellent question. Excellent, helpful reply. Thx to you both.

mkarpoff

Yep, according to SA Credit Suisse sold, on behalf of a client, 6.5mm shares pre-mkt this morning.

mkarpoff

Any idea why cpe is taking a bath today?

mkarpoff

Any idea why cpe is taking a bath today?

mkarpoff

I wonder about LPI's buyback announcement. They have so few shares outstanding that the buyback can only increase volatility. Secondly, they are buying high. I think giving a divvy would have been a better move, IMHO.

mkarpoff

Another great View. Thx.

mkarpoff

I don't know if anyone noticed, but the frac sand companies are up 100% in recent months. What prompted me to look is an article I just finished in National Review, which just arrived. You should all get a copy and read it. Among other interesting facts it mentioned that frac sand is now over $70/to...

mkarpoff

I received an email from Morningstar this morning re The Most Overvalued Energy Stocks. Among them were AR, 32% overvalued, DVN, 31%. CLR, 29%, and OKE, 21%. There were a number of others as well.
Of course, the author also expects lower oil prices due to Venezuela, Iran, UAE expanding production.

mkarpoff

I am keeping an eye on BP. Today's small drop does not fully represent the hit it is going to take when it divests itself of the large position it holds in Rosneft. An opportunity may open up to buy an otherwise strong company. Conversely, if somehow Putin finds a face-saving way to extricate himsel...

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