Search found 39 matches

by marc.wolin@yahoo.com
Mon Feb 12, 2024 2:27 pm
Forum: Other topics of interest
Topic: Some Good Advice
Replies: 6
Views: 258

Re: Some Good Advice

Good Advise I think this will work out in the long run. The situation got much too convoluted and problematic with the buyout prices so low and a lack of wiggle room and leverage. Eventually oil prices will go up and give an opportunity to get out. I made the decisions and I can afford to wait. Dan ...
by marc.wolin@yahoo.com
Sun Feb 11, 2024 9:27 pm
Forum: Other topics of interest
Topic: Some Good Advice
Replies: 6
Views: 258

Re: Some Good Advice

Good Advise Perhaps the lion should have some fiduciary responsibility for the investors? After all- He is the Master with all the knowledge. Your riddle is false from the beginning. The Master is ultimately responsible for everything he touts. I cannot understand what is happening does not cut it. ...
by marc.wolin@yahoo.com
Tue Feb 06, 2024 4:19 pm
Forum: Picks and tips from the EP community
Topic: APA Corp. (APA)
Replies: 3
Views: 202

Re: APA Corp. (APA)

APA

I hope Neal Dingbat is right! I guess we need to wait for the second quarter unless the war erupts. It is hard to wrk against the administration!

Marc Wolin
by marc.wolin@yahoo.com
Tue Feb 06, 2024 4:09 pm
Forum: The View from Houston
Topic: Other forecasters are now coming to Joe Bastardi's forecast
Replies: 1
Views: 143

Re: Other forecasters are now coming to Joe Bastardi's forecast

Forecast

I hope you are right! If not drop the (i) on Bastardi.

Marc Wolin
by marc.wolin@yahoo.com
Thu Feb 01, 2024 12:57 pm
Forum: Other topics of interest
Topic: Alone in the foxhole
Replies: 3
Views: 288

Re: Alone in the foxhole

Foxhole

Marc.wolin@yahoo.com

Thanks
Marc Wolin
by marc.wolin@yahoo.com
Wed Jan 31, 2024 7:47 pm
Forum: Other topics of interest
Topic: Alone in the foxhole
Replies: 3
Views: 288

Re: Alone in the foxhole

Foxwhole

What was mentioned? I cannot get into Doomberg.

Marc Wolin
by marc.wolin@yahoo.com
Sat Jan 27, 2024 1:02 pm
Forum: Other topics of interest
Topic: MTDR
Replies: 2
Views: 214

Re: MTDR

MTDr

Thanks,

Marc Wolin
by marc.wolin@yahoo.com
Fri Jan 26, 2024 4:37 pm
Forum: Other topics of interest
Topic: MTDR
Replies: 2
Views: 214

MTDR

MTDR

This is a respectable size company. Would you say this is an acquirer or a seller, or either? It looks like it has various operations to sustain it. What does management say?
Thanks,
Marc Wolin
by marc.wolin@yahoo.com
Sun Jan 21, 2024 1:03 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Update - Jan 19
Replies: 10
Views: 1183

Re: SilverBow Resources (SBOW) Update - Jan 19

SBOW This is a tiny company with a lot of debt. Do you compare debt using EV or Market Cap. I am used to comparing debt to total assets. They have a small amount of cash. Do they have the overall resources to be sustainable, or will they be pushed into a corner where they have to sell. Stop drilling...