iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,433 Blog Posts

Get Your Hurricane Hats Ready

Before you know it, my favorite time of the year will be upon us: “DEACON OF DEATH SEASON” aka Hurricane Season. I’d be remiss if I did not prepare the iBC readership for ‘Cane of Death plays. For the love of waterbugs and rice, I even hired the services of a real life meteorologist for my reading satisfaction. As you can see, clearly, Senor Tropicana is not fucking around when it comes to the weather. It’s a pet peeve of mine.

God willing, 2009 will produce a hurricane season of sheer chaos for the natural gas industry. I would like to see a severe disruption, even a Force Majeure, strike at the hearts of the natural gas fuckers. As a whole, we’ve enjoyed exceptionally low natural gas prices for too long. I long for the days of $16 natty, indeed.

Generally, peak hurricane season arrives in late August. As an investor, you want to be long BEFORE the season begins; this way, you can blow the fuck out before it disappoints. So you know, barring a global warming special (Katrina), the hurricane season is always a dud. Nonetheless, investors get jacked up for it (pun intended).

Here is my list of hurricane/natural gas plays:

NGAS Resources, Inc. [[NGAS]] , Southwestern Energy Company [[SWN]] , Global Industries, Ltd. [[GLBL]] , [[UNG]] , Ultra Petroleum Corp. [[UPL]] , Arena Resources, Inc. [[ARD]] , The Shaw Group Inc. [[SGR]] , [[CLH]] , Natural Gas Services Group, Inc. [[NGS]] and BlueLinx Holdings Inc. [[BXC]] —just to name a few. As the season progresses, I will update with more picks. Obviously, the entry points into such said names are very time sensitive. So, I am sorry to say, you are going to need to log onto iBC—each and everyday— for the duration of your pathetic lives.

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18 comments

  1. TraderCaddy

    Recently our mornings have been “pleasant” and lacking of humidity,
    As I type I see no clouds to speak of which is highly unusual for this time of year and it has been like that for awhile now.
    Plenty of dry air and the Bermuda High is firmly in place.
    Al Gore “weird”.
    But you are correct in that about ten days before Labor Day weekend all Hell will break loose in the Atlantic.

    Just read the weather station in my office. It says 52% humdity. Nuts.

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    • MOOBER

      Nashville enjoying unseasonably cool weather. Even made the Drudge front page with record cool weather (beating an 1877 record).

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  2. July 30, 2009

    rally continues for another 5 days. Enjoy it while it lasts and bank tons of coin.

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  3. Bear

    More bottom fishing? Hope you take your profits quick, if ever any.

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  4. JakeGint

    Just had a very pleasant conversation with “j.”

    As I suspected, he is a pleasant and honourable (sic) Commonwealth citizen.

    That he agrees with me on all these commodity plays is mere coincidence, I assure you.

    +++++++++++

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  5. J

    “God willing, 2009 will produce a hurricane season of sheer chaos for the natural gas industry. I would like to see a severe disruption, even a Force Majeure, strike at the hearts of the natural gas fuckers.” you’re no better than the people that sold one mortgage after another to stupid people and brought us where we are today.

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  6. TraderCaddy

    Did he say cheers or chilly bin?

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  7. July 30, 2009

    Fly has it right to be bottom fishing. We will continue upward. There is still a nice move left to the upside here. Get on board and don’t look back.

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  8. JR

    July 30, 2009 = DevilDog ??

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  9. Aristotle

    Le Fly est Dieu

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  10. TraderCaddy

    Phillies manager Manuel just got thrown out.
    Good Cubs-Phillies game going on.
    Easier watch than the market.

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  11. TraderCaddy

    TASR may benefit from the decision of the land of fruits and nuts (and plain idiots), excluding Danny and the other Californians posting here (for the most part anyway) to release 27,000 prisoners (some violent) and a law they want to pass to limit bullets to 50 per family per month.
    Seriously. Obama is probably smiling on this one.

    http://www.leginfo.ca.gov/pub/07-08/bill/asm/ab_2051-2100/ab_2062_bill_20080219_introduced.html

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  12. Mo the Wiesel

    Ho Fly, concerning your hurricanes, I have a good one for you !!!

    ” May the bluebird of paradise shit on your birthday cake !! ”

    Amen !!

    Mo

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