Tariff Policy
How does a 10 percent tariff work for us? Builds tariff revenue, reduces imports, clobbers Canada and Mexico. Says he will reduce income taxes. It hurts our allies also.
MBW
Search found 71 matches
- Fri Sep 06, 2024 11:30 am
- Forum: Other topics of interest
- Topic: Trump's "America First Policy"
- Replies: 2
- Views: 920
- Thu Aug 08, 2024 1:27 pm
- Forum: Picks and tips from the EP community
- Topic: Riley Exploration Permian (REPX) Q2 Results - Aug 7
- Replies: 2
- Views: 1606
Re: Riley Exploration Permian (REPX) Q2 Results - Aug 7
REPX 2nd QTR Update
Did they comment on how their CO2 flood is doing?
Did they comment on how their CO2 flood is doing?
- Fri Jul 19, 2024 3:00 pm
- Forum: Other topics of interest
- Topic: These O@G Cos are Frustrating
- Replies: 0
- Views: 2041
These O@G Cos are Frustrating
Frustrating: We are in the middle of the transportation season, people are traveling in the US and Europe, the airlines are booked, the oil companies are holding off drilling, the Permian is peaking; oh well, it was a mild winter offset by a hot, hot summer, and the Greenies hate O@G! What a conundr...
- Fri Jul 19, 2024 3:00 pm
- Forum: Other topics of interest
- Topic: These O@G Cos are Frustrating
- Replies: 0
- Views: 2081
These O@G Cos are Frustrating
Frustrating: We are in the middle of the transportation season, people are traveling in the US and Europe, the airlines are booked, the oil companies are holding off drilling, the Permian is peaking; oh well, it was a mild winter offset by a hot, hot summer, and the Greenies hate O@G! What a conundr...
- Fri Jul 19, 2024 3:00 pm
- Forum: Other topics of interest
- Topic: These O@G Cos are Frustrating
- Replies: 1
- Views: 1760
These O@G Cos are Frustrating
Frustrating: We are in the middle of the transportation season, people are traveling in the US and Europe, the airlines are booked, the oil companies are holding off drilling, the Permian is peaking; oh well, it was a mild winter offset by a hot, hot summer, and the Greenies hate O@G! What a conundr...
- Sun Jun 09, 2024 5:42 pm
- Forum: Sweet 16 Portfolio
- Topic: Matador Update
- Replies: 9
- Views: 1427
Re: Matador Update
I am finished wasting energy on this. Dan can analyze whatever he wants to and it is none of my business. I just want to hear about a couple I am in, and sometimes that is difficult to get information on outside of the statstics.
Marc Wolin
Marc Wolin
- Sun Jun 09, 2024 1:20 pm
- Forum: Sweet 16 Portfolio
- Topic: Matador Update
- Replies: 9
- Views: 1427
Re: Matador Update
Fools show their lack of mental acuity, speak in haste, meddle in the business of others, snd rage when they should be silent.
Marc Wolin
Marc Wolin
- Sat Jun 08, 2024 4:34 pm
- Forum: Sweet 16 Portfolio
- Topic: Matador Update
- Replies: 9
- Views: 1427
Re: Matador Update
Allen, calling someone an “Asshole”on a public forum sounds not only immature and ignorant, but libelous. Perhaps an apology is in order.
Marc Wolin
Marc Wolin
- Fri Jun 07, 2024 7:21 pm
- Forum: Sweet 16 Portfolio
- Topic: Matador Update
- Replies: 9
- Views: 1427
Re: Matador Update
Thank you, I know that. MTD is having their annual meeting June 13. Perhaps you can listen in or attend and give us your insights. Please Stick to the knitting and stop going off on so many tangents.
Marc Wolin
Marc Wolin
- Thu Jun 06, 2024 4:19 pm
- Forum: Sweet 16 Portfolio
- Topic: Matador Update
- Replies: 9
- Views: 1427
Matador Update
MTD Update
When is a good time to update MTD? Do they communicate, or are they difficult to get info from? They have good price targets on Tip Ranks. How do they get there?
Marc Wolin
When is a good time to update MTD? Do they communicate, or are they difficult to get info from? They have good price targets on Tip Ranks. How do they get there?
Marc Wolin
- Thu Jun 06, 2024 12:22 pm
- Forum: Picks and tips from the EP community
- Topic: Question for Petroleum Economist
- Replies: 6
- Views: 1467
Re: Question for Petroleum Economist
Thank you,
Marc Wolin
Marc Wolin
- Wed Jun 05, 2024 10:16 am
- Forum: Picks and tips from the EP community
- Topic: Question for Petroleum Economist
- Replies: 6
- Views: 1467
Re: Question for Petroleum Economist
Please Give Me Your Thoughts on REPX
What comprises your #1 rating? Pros and Cons?.
Thank you.
Marc Wolin
What comprises your #1 rating? Pros and Cons?.
Thank you.
Marc Wolin
- Mon Jun 03, 2024 11:43 am
- Forum: Other topics of interest
- Topic: Why Have Oil Stocks Come Down So Heavily
- Replies: 1
- Views: 600
Why Have Oil Stocks Come Down So Heavily
Oil Stocks Down
What has caused oil stocks to drop so severely? Driving season has started, OPEC is continuing cuts, is it a good time to buy?
Marc Wolin
What has caused oil stocks to drop so severely? Driving season has started, OPEC is continuing cuts, is it a good time to buy?
Marc Wolin
- Sat May 25, 2024 2:46 pm
- Forum: Other topics of interest
- Topic: Driving Season Coming Up
- Replies: 0
- Views: 518
Driving Season Coming Up
Driving Season
How will the left ruin it? Releasing reserves? What else?
Marc Wolin
How will the left ruin it? Releasing reserves? What else?
Marc Wolin
- Sat May 11, 2024 2:24 pm
- Forum: Other topics of interest
- Topic: Biden’s Affect on Mergers and Acquisitions in the Oil Patch
- Replies: 0
- Views: 443
Biden’s Affect on Mergers and Acquisitions in the Oil Patch
Biden’s Affect on M@A Are we pretty well screwed on M@A unless Biden gets out of the Presidency? I heard on Fox News that the Democrats would announce a new candidate around Memorial Day. Who knows? Who would that be? I want 2024 to be the year these small oil companies boom and merge. It is always ...
- Mon Apr 22, 2024 2:40 pm
- Forum: The View from Houston
- Topic: Feds losing the War on Inflation
- Replies: 3
- Views: 1154
Re: Feds losing the War on Inflation
War On Inflation
Driving up the national debt beyond reason without concern for the consequences is what will kill the goose that lays the golden eggs! We will be printing more and more money to pay on our national debt as we spend money like water!
Marc Wolin
Driving up the national debt beyond reason without concern for the consequences is what will kill the goose that lays the golden eggs! We will be printing more and more money to pay on our national debt as we spend money like water!
Marc Wolin
- Sat Apr 20, 2024 3:06 pm
- Forum: Picks and tips from the EP community
- Topic: ROK Resources (ROKRF) Valuation Update - Apr 19
- Replies: 7
- Views: 1927
Re: ROK Resources (ROKRF) Valuation Update - Apr 19
ROK Resources Valuation
Penny stock, pink sheets, reminds me of “The Wolf Of Wall Street” with Leo Decaprio.
Marc Wolin
Penny stock, pink sheets, reminds me of “The Wolf Of Wall Street” with Leo Decaprio.
Marc Wolin
- Thu Apr 18, 2024 4:14 pm
- Forum: Other topics of interest
- Topic: Who really runs this country?
- Replies: 2
- Views: 1193
Re: Who really runs this country?
Who Runs the White House
Biden’s sycophant incompetent agency heads run the government, while degenerate Biden tries to remember what day it is. He and his syndicate crime family should be exposed for what they are. No honesty or integrity here.
Marc Wolin
Biden’s sycophant incompetent agency heads run the government, while degenerate Biden tries to remember what day it is. He and his syndicate crime family should be exposed for what they are. No honesty or integrity here.
Marc Wolin
- Tue Apr 16, 2024 4:30 pm
- Forum: Picks and tips from the EP community
- Topic: Top Picks for Copper: Solaris Resources (SLSR)
- Replies: 6
- Views: 2131
Re: Top Picks for Copper: Solaris Resources (SLSR)
Solaris
Ecuador is not a stable country. How do you handle the instability of a banana republic?
Marc Wolin
Ecuador is not a stable country. How do you handle the instability of a banana republic?
Marc Wolin
- Wed Apr 10, 2024 7:52 pm
- Forum: The View from Houston
- Topic: Will Iran attack Israel???
- Replies: 1
- Views: 560
Re: Will Iran attack Israel???
Iran vs Israel The Bible prophecies reflect a war with the Islamic nations surrounding Israel. Israel will be victorious and will take over the land that God has promised Israel in the covenant with Abraham. This will be the last attack by these Islamic nations to destroy the Jews. The attack by Rus...
- Thu Apr 04, 2024 2:25 pm
- Forum: Other topics of interest
- Topic: Transportation Fuel Season
- Replies: 1
- Views: 660
Re: Transportation Fuel Season
Transportation Fuel Season
Memorial Day thru Labor Day.
Marc Wolin
Memorial Day thru Labor Day.
Marc Wolin
- Wed Apr 03, 2024 12:56 pm
- Forum: Other topics of interest
- Topic: Transportation Fuel Season
- Replies: 1
- Views: 660
Transportation Fuel Season
Transportation Fuel Season
Does it begin the end of April and run thru August?
Marc Wolin
Does it begin the end of April and run thru August?
Marc Wolin
- Tue Mar 26, 2024 10:31 am
- Forum: Sweet 16 Portfolio
- Topic: matador news- selling stock
- Replies: 9
- Views: 2700
Re: matador news- selling stock
MTD Selling Stock Raising equity, increasing bank line etc gives them more cash to maneuver in the field of play. My question is what are they planning to use the cash for? Is it just general room to maneuver for additional good opportunities? What are they looking at? A call to Fraser’s friend migh...
- Sun Mar 24, 2024 4:01 pm
- Forum: Other topics of interest
- Topic: Matador Is Going Up Consistently
- Replies: 5
- Views: 1945
Re: Matador Is Going Up Consistently
MTD Info
I emailed PR Mr Schmitz, and asked him to please consider a luncheon with EPG - Dan Steffens. We are interested in knowing more about the company.
Marc Wolin
I emailed PR Mr Schmitz, and asked him to please consider a luncheon with EPG - Dan Steffens. We are interested in knowing more about the company.
Marc Wolin
- Thu Mar 21, 2024 3:35 pm
- Forum: Other topics of interest
- Topic: Matador Is Going Up Consistently
- Replies: 5
- Views: 1945
Matador Is Going Up Consistently
Matador
Is going up gradually almost everyday; but it is hard to get much news out of them? They seem to be closed mouthed about what they are doing? Is MTD the company that will not answer phone calls? Does anyone know how to get information from them?
Marc Wolin
Is going up gradually almost everyday; but it is hard to get much news out of them? They seem to be closed mouthed about what they are doing? Is MTD the company that will not answer phone calls? Does anyone know how to get information from them?
Marc Wolin
- Thu Mar 21, 2024 12:29 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - Mar 21
- Replies: 8
- Views: 2468
Re: SilverBow Resources (SBOW) Update - Mar 21
SLBO Update
Kimmeridge and Riposte are in this together as the et al. Will a viable acquirer be able to take them out also? What kind of deal would they have to strike? Are these two combined big enough to hold up the deal and use their ownership leverage to blackmail SLBO?
Marc Wolin
Kimmeridge and Riposte are in this together as the et al. Will a viable acquirer be able to take them out also? What kind of deal would they have to strike? Are these two combined big enough to hold up the deal and use their ownership leverage to blackmail SLBO?
Marc Wolin
- Wed Mar 20, 2024 12:34 pm
- Forum: Other topics of interest
- Topic: SLBO vs Kimmeridge et al
- Replies: 3
- Views: 1512
SLBO vs Kimmeridge et al
SLBO vs Kimmeridge
How difficult will it be to get rid of the Kimmeridge interests? What will SLBO have to do to get them out of the way? How long can Kimmeridge et al delay SLBO moving forward into a deal they want?
Marc Wolin
How difficult will it be to get rid of the Kimmeridge interests? What will SLBO have to do to get them out of the way? How long can Kimmeridge et al delay SLBO moving forward into a deal they want?
Marc Wolin
- Tue Mar 19, 2024 5:24 pm
- Forum: Other topics of interest
- Topic: Chevron Exxon Tug of War over Hess Guyana Interests
- Replies: 5
- Views: 1955
Re: Chevron Exxon Tug of War over Hess Guyana Interests
CVX vs XOM Even the big boys have trouble with these acquisitions. You would think that CVX would have analyzed the hell out of the transaction before they made their move? XOM may regret going for the Permian rather than more of Gyuana. If CVX loses this they deserve to have their butt kicked! I ow...
- Fri Mar 01, 2024 11:27 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Valuation Update - Feb 28
- Replies: 4
- Views: 1171
Re: SilverBow Resources (SBOW) Valuation Update - Feb 28
Kimbridge and SLBO I had read this article but what bothered me was the royalty interests, warrants, etc. they have against SLBO and what they amount to? How badly will this hurt SLBO to remove them? Did we know this in the beginning or did it come to light along the way? Is it a major obstacle or n...
- Fri Mar 01, 2024 3:57 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Valuation Update - Feb 28
- Replies: 4
- Views: 1171
Re: SilverBow Resources (SBOW) Valuation Update - Feb 28
Kimmeridge -Silverbow
Thank you.
Marc Wolin
Thank you.
Marc Wolin
- Fri Mar 01, 2024 2:31 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Valuation Update - Feb 28
- Replies: 4
- Views: 1171
Re: SilverBow Resources (SBOW) Valuation Update - Feb 28
Kimmeridge Energy and SLBO
Who is this entity trying to buy SLBO? They apparently have been after SLBO for sometime, but do not present a good buying opportunity for shareholders.
Marc Wolin
Who is this entity trying to buy SLBO? They apparently have been after SLBO for sometime, but do not present a good buying opportunity for shareholders.
Marc Wolin
- Mon Feb 26, 2024 8:37 pm
- Forum: Other topics of interest
- Topic: NG and Oil Prices
- Replies: 0
- Views: 533
NG and Oil Prices
NG and Oil Prices
Looks like NG is in the crapper, oil is in the wind, the new key word is surplus. The walking Mummy just wants to get re-elected and will do whatever it takes! Let’s go to Mexico and lay by the pool and just forget it all!
Looks like NG is in the crapper, oil is in the wind, the new key word is surplus. The walking Mummy just wants to get re-elected and will do whatever it takes! Let’s go to Mexico and lay by the pool and just forget it all!
- Mon Feb 12, 2024 2:27 pm
- Forum: Other topics of interest
- Topic: Some Good Advice
- Replies: 6
- Views: 1236
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 ...
- Sun Feb 11, 2024 9:27 pm
- Forum: Other topics of interest
- Topic: Some Good Advice
- Replies: 6
- Views: 1236
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. ...
- Tue Feb 06, 2024 4:19 pm
- Forum: Picks and tips from the EP community
- Topic: APA Corp. (APA)
- Replies: 3
- Views: 729
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
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
- 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: 490
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
I hope you are right! If not drop the (i) on Bastardi.
Marc Wolin
- Thu Feb 01, 2024 12:57 pm
- Forum: Other topics of interest
- Topic: Alone in the foxhole
- Replies: 3
- Views: 1020
Re: Alone in the foxhole
Foxhole
Marc.wolin@yahoo.com
Thanks
Marc Wolin
Marc.wolin@yahoo.com
Thanks
Marc Wolin
- Wed Jan 31, 2024 7:47 pm
- Forum: Other topics of interest
- Topic: Alone in the foxhole
- Replies: 3
- Views: 1020
Re: Alone in the foxhole
Foxwhole
What was mentioned? I cannot get into Doomberg.
Marc Wolin
What was mentioned? I cannot get into Doomberg.
Marc Wolin
- Sat Jan 27, 2024 1:02 pm
- Forum: Other topics of interest
- Topic: MTDR
- Replies: 2
- Views: 827
Re: MTDR
MTDr
Thanks,
Marc Wolin
Thanks,
Marc Wolin
- Fri Jan 26, 2024 4:37 pm
- Forum: Other topics of interest
- Topic: MTDR
- Replies: 2
- Views: 827
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
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
- Sun Jan 21, 2024 6:10 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - Jan 19
- Replies: 10
- Views: 3471
Re: SilverBow Resources (SBOW) Update - Jan 19
SBOW
Thanks,
Marc
Thanks,
Marc
- Sun Jan 21, 2024 1:03 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - Jan 19
- Replies: 10
- Views: 3471
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...
- Fri Jan 19, 2024 7:57 pm
- Forum: The View from Houston
- Topic: Oil & Gas Prices - Jan 19
- Replies: 5
- Views: 1416
Re: Oil & Gas Prices - Jan 19
Oil and Gas Prices Seems the world thinks there is an oversupply of O@G. I cannot believe the public has not caught on to EVs. They do not work in cold weather. It seems the demand for EVs is tumbling. In the world’s view we are oversupplied and doing just fine. This does not bode well for prices. A...
- Fri Jan 19, 2024 7:39 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - Jan 19
- Replies: 10
- Views: 3471
Re: SilverBow Resources (SBOW) Update - Jan 19
Silver Bow
The target price seems good! What kind of transformational events need to take place to get the actual stock price there ? Is that 60 to 80 million dollars in net free cash flow for the whole of 2024?
Marc Wolin
The target price seems good! What kind of transformational events need to take place to get the actual stock price there ? Is that 60 to 80 million dollars in net free cash flow for the whole of 2024?
Marc Wolin
- Thu Jan 18, 2024 2:25 pm
- Forum: Other topics of interest
- Topic: Middle East problems thanks to weak leadership
- Replies: 3
- Views: 1292
Re: Middle East problems thanks to weak leadership
ME Problems
I agree, Biden and the left hate oil and gas! They will do their best to keep it down along with the leftist media. The administration’s weak response to Iran encourages the the whole evil axis!
Marc Wolin
I agree, Biden and the left hate oil and gas! They will do their best to keep it down along with the leftist media. The administration’s weak response to Iran encourages the the whole evil axis!
Marc Wolin
- Wed Jan 17, 2024 5:23 pm
- Forum: Sweet 16 Portfolio
- Topic: TipRanks' Top Picks for 2024
- Replies: 1
- Views: 724
Re: TipRanks' Top Picks for 2024
Top picks
I see these are larger quality companies. No mention was made of the small insider oil companies with no leverage that we stand to facilitate their deal and take a low premium for in return. Where are they? I never have understood the motivation here?
Marc Wolin
I see these are larger quality companies. No mention was made of the small insider oil companies with no leverage that we stand to facilitate their deal and take a low premium for in return. Where are they? I never have understood the motivation here?
Marc Wolin
- Mon Jan 15, 2024 10:00 am
- Forum: Picks and tips from the EP community
- Topic: Enbride (ENB) has been added to our High Yield Income Portfolio.
- Replies: 1
- Views: 14607
Re: Enbride (ENB) has been added to our High Yield Income Portfolio.
ENB
This is a good quality company.
Marc Wolin
This is a good quality company.
Marc Wolin
- Thu Jan 11, 2024 1:54 pm
- Forum: Other topics of interest
- Topic: Pharmaceutical Acquisitions are Going Gangbusters
- Replies: 2
- Views: 14472
Pharmaceutical Acquisitions are Going Gangbusters
Pharmaceutical companies are making acquisitions right and left! I was hoping these oil companies would do the same; however, this sector seems always to be out of favor with the Biden Administration trying to kill it. They especially want it down in an election year. Now we have the Sec of Defence ...
- Sat Jan 06, 2024 3:36 pm
- Forum: The View from Houston
- Topic: Chesapeake + SWN Merger
- Replies: 4
- Views: 73020
Re: Chesapeake + SWN Merger
SW - Cheasepeak Aquisition
Why don’t you concentrate on these better quality companies rather than these small companies where the insiders make millions and we take it in the shorts to facilitate their deal? You are trying to cover way too many small stocks all over the board.
Marc Wolin
Why don’t you concentrate on these better quality companies rather than these small companies where the insiders make millions and we take it in the shorts to facilitate their deal? You are trying to cover way too many small stocks all over the board.
Marc Wolin
- Thu Jan 04, 2024 1:02 pm
- Forum: Sweet 16 Portfolio
- Topic: APA buying CPE
- Replies: 23
- Views: 1492011
Re: APA buying CPE
APA Buying CPE If a good quality company were to purchase one of these smaller companies it would be a better deal. But how do you attract a FANG? You cannot pick your acquieror. Would a quality company be attracted to one of these smaller strained companies with no leverage? Better pray for the pri...