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Stock Thread (3 Viewers)
- Thread starter St. Louis Bob
- Start date
heropretend
Footballguy
This thread is full of oil trades. Until you start seeing numerous defaults and bankruptcies AND supply come down, it's a gamble with huge potential losses. What do you think any of us know about Middle East stability AND how it will impact oil supply?FatUncleJerryBuss said:
John Bender
Footballguy
If looking for oil companies with low debt and good cash, CNBC recommended the following today:
DRQ
CLB
XOM
HP
SYRG
Do with it what you will.
DRQ
CLB
XOM
HP
SYRG
Do with it what you will.
Bob Sacamano
Footballguy
That's why XOM has stayed relatively stable. Core belief that they won't cut no matter what happens.
Todem
Footballguy
XOM
COP
CVX
HP
OXY
Best of the best picks in the major oil space. Long term at these levels? $$$$ But again it is a risk short term. But I think 4th quarter the recovery will begin for the oil sector and continue through 2017/18
The market has been a blood bath since May of 2015. But it was long overdue for a correction.
Here it is. And we still have more downside pressure. But again for long term investors a great buying opportunity and if your fully invested....relax.
COP
CVX
HP
OXY
Best of the best picks in the major oil space. Long term at these levels? $$$$ But again it is a risk short term. But I think 4th quarter the recovery will begin for the oil sector and continue through 2017/18
The market has been a blood bath since May of 2015. But it was long overdue for a correction.
Here it is. And we still have more downside pressure. But again for long term investors a great buying opportunity and if your fully invested....relax.
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lod01
Footballguy
heropretend
Footballguy
Agree with the sentiment. I'm adding aggressively to VGT over the next few months and will pick up some GOOG, MSFT, FB, AMZN since I prefer those names to AAPL and would like to be equally invested (VGT doesn't hold AMZN and its biggest holding is AAPL).
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Bob Sacamano
Footballguy
SLB
Todem
Footballguy
St. Louis Bob
Footballguy
[SIZE=10.5pt]BULLISH: 17.9% [/SIZE][SIZE=9pt]down 4.3[/SIZE]Bob Sacamano said:
[SIZE=10.5pt]NEUTRAL:36.6% [/SIZE][SIZE=9pt]down 3.0[/SIZE]
[SIZE=10.5pt]BEARISH: 45.5% [/SIZE][SIZE=9pt]up 7.3[/SIZE]
Lower than 2008 and 2000 tech bubble.
heropretend
Footballguy
http://ibankcoin.com/flyblog/2016/01/15/how-bad-is-the-commodity-related-debt-crisis/
"The amount of commodity related debt whose share prices are trading under $5 is now an astounding $526 billion."
With these guys indebted, will the safer names cut production or wait for a flush out? Do you guys see oil and commodities rebounding before the supply and debt issues are resolved?
"The amount of commodity related debt whose share prices are trading under $5 is now an astounding $526 billion."
With these guys indebted, will the safer names cut production or wait for a flush out? Do you guys see oil and commodities rebounding before the supply and debt issues are resolved?
St. Louis Bob
Footballguy
culdeus
Footballguy
No because most of the recent plays are shorter depletion and their leaseholds were written really poorly. Every other ######## was a landman in 2008 and they got midstreams to rubberstamp anything. Things are getting to the point where they CAN'T shut off.
I'm not sure why people aren't making a bigger deal out of this, and this is the black swan event that many didn't see coming.
St. Louis Bob
Footballguy
Rohn Jambo
Footballguy
I am looking to pick up some cheap oil stock. How low do you think it will go?
http://www.telegraph.co.uk/finance/oilprices/12104064/Iran-sanctions-Middle-East-stock-markets-crash-as-Tehran-enters-oil-war.html
http://www.telegraph.co.uk/finance/oilprices/12104064/Iran-sanctions-Middle-East-stock-markets-crash-as-Tehran-enters-oil-war.html
John Bender
Footballguy
This entire thread is pretty much dedicated to discussing oil stocks.Rohn Jambo said:
I got killed getting in in September when things were looking bleak and could only go up (oops)
Just wait until we see a reversal. This isn't going to be some sharp V shaped turnaround. There will be plenty of time and notice to get involved as we see things reverse and maintain for more than a week or two.
That's my opinion - which is passed down from the smarter guys in this thread to this point.
John Bender
Footballguy
Goooooooooood MORNINNNNNNNG EVERYBODDDDDDDDDY
culdeus
Footballguy
http://opstatic.com/img/usermedia/b04ubNp9eUiE9TtTckLEwg/original.png
Good chart for those that like charts.
Watching COP closely now. Yielding 8%. Can they hold that?
Good chart for those that like charts.
Watching COP closely now. Yielding 8%. Can they hold that?
John Bender
Footballguy
Good stuff.
Grabbed some too and already up 750 bucks. I assume we will be wanting to watch this one every other minute.
Shoot me a text message if you see anything (I'll do the same))
Thx gb
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cosjobs
Footballguy
go ahead and shoot me one now. I got anew phone and your number didn't transfer over.
I'm looking to make a quick 500-1000 and dump it, or close out toward the end of the day, even if its a loss.
John Bender
Footballguy
Todem
Footballguy
The Market is going to shake out the weak and those that got into the market late (whose who missed the rally from 09-14) and hate stocks to begin with. That should happen here over this week. Maybe next. Once that final capitulation is complete we will see a large rally.
Oil is another story. We should see a bottom soon. I never thought we would see mid 20's but it is probably going to happen here over the next week or 2. I can see it stabilizing and then settling to the low 40's (42-43) by year end. The moment OPEC announces a production cut you will see the mother of all short covers in Oil futures history. It's quite simple. OPEC is playing chicken with the US as well as trying to run Russia, South America and a lot of small Shale/Oil players out of business. And it is working. Debt pressure on small LP's are getting roasted. Lot's of small players are going to fold this year. hell by summer if this keeps up. Once the consolidation is complete and production cuts take effect (which is starting in very small pockets) OPEC will cut production. I don't think any of this happens till at the earliest 4th quarter of 2016.
But when it happens......those that bought high quality major integrated players like COP, CVX, XOM, BP, DVN, OXY and drillers like HP and Andarko and foreign players like RDS'A, TOT and SLB will see ton of gains. Those that invest for the long term at these levels will be greatly rewarded by 2018 and 2019 when oil probably be in the mid to high 60's again. Of course I could be wrong...but I have seen this movie several times in oil.
This correction has been massive. It will turn the other way in due time. But you need a strong stomach and a long term vision for this part of your portfolio.
I was personally 15% early. I can live with that while collecting 5-7% yields which are sustainable in these companies. I am even going to average down on some of the big names soon (XOM, COP, CVX, DVN, OXY, HP, TOT). Oil should be finding a bottom soon. It has too. It's getting stupid.
Again I could be early again averaging down if oil drops to 25-26.....so what. Those companies I mentioned are huge. They will survive and thrive over the next 5-10 years.
But again Oil won't move up (with any significance) till probably Q4/2016 at the earliest. So much negative sentiment right now.....the bottom is near.
Oil is another story. We should see a bottom soon. I never thought we would see mid 20's but it is probably going to happen here over the next week or 2. I can see it stabilizing and then settling to the low 40's (42-43) by year end. The moment OPEC announces a production cut you will see the mother of all short covers in Oil futures history. It's quite simple. OPEC is playing chicken with the US as well as trying to run Russia, South America and a lot of small Shale/Oil players out of business. And it is working. Debt pressure on small LP's are getting roasted. Lot's of small players are going to fold this year. hell by summer if this keeps up. Once the consolidation is complete and production cuts take effect (which is starting in very small pockets) OPEC will cut production. I don't think any of this happens till at the earliest 4th quarter of 2016.
But when it happens......those that bought high quality major integrated players like COP, CVX, XOM, BP, DVN, OXY and drillers like HP and Andarko and foreign players like RDS'A, TOT and SLB will see ton of gains. Those that invest for the long term at these levels will be greatly rewarded by 2018 and 2019 when oil probably be in the mid to high 60's again. Of course I could be wrong...but I have seen this movie several times in oil.
This correction has been massive. It will turn the other way in due time. But you need a strong stomach and a long term vision for this part of your portfolio.
I was personally 15% early. I can live with that while collecting 5-7% yields which are sustainable in these companies. I am even going to average down on some of the big names soon (XOM, COP, CVX, DVN, OXY, HP, TOT). Oil should be finding a bottom soon. It has too. It's getting stupid.
Again I could be early again averaging down if oil drops to 25-26.....so what. Those companies I mentioned are huge. They will survive and thrive over the next 5-10 years.
But again Oil won't move up (with any significance) till probably Q4/2016 at the earliest. So much negative sentiment right now.....the bottom is near.
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TripItUp
Footballguy
This is where I'm at...these guys will be pure gold as soon as this year. I'll probably get in around Q2 and play the long game on these guys.
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John Bender
Footballguy
John Bender
Footballguy
ericttspikes
Footballguy
I'm not an expert, but I'm not sure those yields will hold. I was in a driller was 9% that got rid of it's divvy completely.
St. Louis Bob
Footballguy
St. Louis Bob
Footballguy
Hurray NFLX
fantasycurse42
Footballguy Jr.
Even with all the selling, nothing looks that cheap to me...
The only thing I'm strongly considering right now is Apple... Possibly XLE as a long term hold. I just don't see oil going far below $20, $17-$18 the lowest and XLE with a 3.5% dividend as a play to hold forever appears to be priced nicely for an average of 7% a year over the next 10.
The only thing I'm strongly considering right now is Apple... Possibly XLE as a long term hold. I just don't see oil going far below $20, $17-$18 the lowest and XLE with a 3.5% dividend as a play to hold forever appears to be priced nicely for an average of 7% a year over the next 10.
John Bender
Footballguy
Same. Been grabbing Apple for a few weeks now.
Anytime it's in the 95-96 range, it's mine.
John Bender
Footballguy
So I've been loading up on Apple.
I see no reason to buy any oil until the tide changes, there'll be plenty of time to participate there.
Anything in the 25-75 dollar a share range look really good to anyone here or worth researching?
I see no reason to buy any oil until the tide changes, there'll be plenty of time to participate there.
Anything in the 25-75 dollar a share range look really good to anyone here or worth researching?
John Bender
Footballguy
I remember thinking about what a deal I got on these when I bought them 
08/13/2015 13:06:52 Bought 400 UCO @ 22.48
08/13/2015 15:54:50 Bought 270 FCX @ 10.0799
08/13/2015 13:06:52 Bought 400 UCO @ 22.48
08/13/2015 15:54:50 Bought 270 FCX @ 10.0799
lod01
Footballguy
When it sounds too good to be true....you know the rest.I remember thinking about what a deal I got on these when I bought them
08/13/2015 13:06:52 Bought 400 UCO @ 22.48
08/13/2015 15:54:50 Bought 270 FCX @ 10.0799
St. Louis Bob
Footballguy
I'm considering making some major changes today in my IRA. Doesn't seem to be a bottom any time soon.
fantasycurse42
Footballguy Jr.
I've mentioned it a few times, XLE, energy sector, nice dividend... I don't know if we are there yet, but soon will make a nice steady income producing asset.
cosjobs
Footballguy
PPL may be safe
a utility with steady historical performance, P/E of 12 div yield at over 4%
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