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
23,455 Blog Posts

A Natural Rally

We are on the cusp of a glorious run in natural gas, as America gets buried alive in frozen water. This winter is going to be so stupid, so cold; if you are not careful, you are going to freeze your cocks off. Two thousand ten will be known as “The Year of the Blizzard,” with the global warming crowd getting the sharper end of the icicle to their faces. Natural gas drillers have been capping wells for years now, attempting to save themselves from assured bankruptcy. Eventually, the supply and demand imbalances will even out and the commodity will sprint higher.

I believe we are at such a crossroad.

As you know, I’ve been buying SandRidge Energy Inc. [[SD]] and ATP Oil & Gas Corporation [[ATPG]] . And, sadly enough, I own a fucking truckload of Flotek Industries, Inc. [[FTK]] .

Arena Resources, Inc. [[ARD]] is also very high on my buy list.

That’s all. I don’t need to inundate you idiots with too many strategies. Believe you me, I know 50% of you stop reading after the first paragraph.

In short, I am making a market call to be long natural gas and Green Mountain Coffee Roasters Inc. [[GMCR]] was up more than 2.75% today, while gold sucked moose balls.

[youtube:http://www.youtube.com/watch?v=63VTXMBeC8Q&feature=related 616 500] If you enjoy the content at iBankCoin, please follow us on Twitter

66 comments

  1. Dr. Incognito

    Natural Gas will save the US when the UN bans coal use.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  2. Steve Place

    Just like how the refiners ran during hurrican’t season?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • The Fly

      Check back and see how I nailed the WNR / TSO trade.

      When you are qualified to talk to me, please, send Woodshedder a note and I will reply.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
      • mrsbuttons

        Cramer Doing Kuerig right now – infomercial on GMCR

        • 0
        • 0
        • 0 Deem this to be "Fake News"
        • mrsbuttons

          does anyone have a more irritating voice than Cramer now that Billy Mays is dead? I want to put my foot thru his face…hope his asstard listeneners are running out and getting the keurig for xmas after they buy buy buy as their leader says…

          • 0
          • 0
          • 0 Deem this to be "Fake News"
          • Bobby Boucher

            Actually, I find that Billy Mays imitator that does the beer commercials to be quite annoying as well.

            fid

            • 0
            • 0
            • 0 Deem this to be "Fake News"
      • Woodshedder

        Yeah, do that.

        • 0
        • 0
        • 0 Deem this to be "Fake News"
  3. Mr. Cain Thaler

    Natural Gas is looking quite excellent. I’m hoping that with oil continuing to depreciate, NOV won’t be saved by any natural gas exposure it might have. That’s probably what spurred this run up today; or else just a bounce after five days of continuous downward movement.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • The_Real_Hmmmm

      They just bought 2 private Chinese companies related to the oil rig tech and maintenance segments of their business.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
      • Mr. Cain Thaler

        Yeah, I saw that. Hopefully it will pay off for them in the long haul.

        • 0
        • 0
        • 0 Deem this to be "Fake News"
  4. coldhardcash

    Sitting inside drinking 192 degree coffee while this fucking place is buried alive in snow. Sounds like K-cups and nat gas is all i need to get through this.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  5. Mr. Cain Thaler

    [I’m reposting this, since the article’s humorous and I doubt many people will see it.]

    http://www.reuters.com/article/idUSN0820752520091208?rpc=77

    Andrew Gould, you sly devil. If you weren’t the embodiment of superior management, I would take issue with your acting like a charlatan. Rather, I’m giving you the best of wishes; enjoy the money.

    http://moneycentral.msn.com/investor/charts/chartdl.aspx?Symbol=SLB&ShowChtBt=Refresh+Chart&DateRangeForm=1&C9=0&ComparisonsForm=1&CE=0&DisplayForm=1&D4=1&D5=0&D3=0&ViewType=0&CP=0&PT=2

    Look, it starts when he sells on December 1, and you can actually see the option exercise on December 4. Positively marvelous.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  6. V. Kings Bother

    I am long CHK at these levels. I do think we are about to explode to the upside in NAT GAS, its freak’n getting cold.

    V. Keep up the great work!

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  7. Sir Prime Bean of Caffeine
    Sir Prime Bean of Caffeine

    My friend (same one who’s wife saw the k-cups on Ellen, and came up with the hemp turbin/burqa idea) made me shit my fucking pants 30 minutes ago… He knows I sold the smoldering remains of my ill fated CIT gamble, just to get the fucking thing off my screen. So he calls me 30 minutes ago while I’m at a lunch and goes “DUDE, CIT is out of BK – and it’s up like 30 bux!” In the moment I totally forgot that bondholders get new common, and he was fucking with me. For a few minutes I thought I missed out on turning a 10K dart throw into 250K.
    .
    shat my fucking pants
    .
    .
    (not really)
    .
    .
    and I just got a parking ticket. I ran outside while the (semi hot) meter maid chick was writing it and tried to bargain my way out of it. No dice.
    .
    .
    The only good thing that happened today was accidentally adding a 0 to my GMCR order and making 900 bux on the correction.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  8. vking

    IOC will be a 100 in like 5 days..counting the weekend…the fucking options are so expensive though…

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • The Fly

      Wow. That was a quasi stock idea. How about filling us in on the affairs of Global Warming or something odd about a certain unnamed democrat?

      You know, here on this financial website, we lack political news. Please, i insist, keep us all informed.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
      • vking

        Hey coffee is great …BUY BUY BUY…Gold is Gay …SELL SELL SELL…. I use big words..SMART SMART SMART…V.King your banned because you get 10X the amount of response than Shitshed on your crappy blog that’s tucked away with a bunch of loser’s…BAD BAD BAD…

        • 0
        • 0
        • 0 Deem this to be "Fake News"
        • The Fly

          you have no manners

          • 0
          • 0
          • 0 Deem this to be "Fake News"
          • JakeGint

            ROFL —

            “I use big words.”

            You have to admit, he is “high” comedy.

            _______

            • 0
            • 0
            • 0 Deem this to be "Fake News"
          • vking

            I am amazed that you would say such a thing…I’m sorry that some people on this sight aren’t that talented and no-one cares what they have to say…Even though you might hate me right now I will say that you are one of the most talented writers in cyber-space, you and Jeremy the Great have created a terrific sight, and The PPT is really useful…
            But I am no political hack…
            Healthcare Change effects the market
            Cap and Trade Change effects the market
            The 2 War’s and Change effects the market NO MATTER what side of the fence that you are on…The V.King Blog is the Market..not to mention a sense of humor and some hot chicks
            C’Mon imagine a place full of D.Pizzy’s your server would un-plug itself from boredom

            • 0
            • 0
            • 0 Deem this to be "Fake News"
          • Yossarian

            It’s “site”

            • 0
            • 0
            • 0 Deem this to be "Fake News"
          • DPeezy

            I wouldn’t bother, Yossarian.
            V.King’s brain “unplugged itself” due to inactivity a long time ago.

            • 0
            • 0
            • 0 Deem this to be "Fake News"
          • dave

            “Effects” is a noun. You should be using the verbal form “affects”.

            V.King is a non-conformist. If it were me I would be hyping abortion providers accompanied by a picture of Obama with a fetus impaled on the end of a stick.

            • 0
            • 0
            • 0 Deem this to be "Fake News"
      • TA

        ‘You know, here on this financial website, we lack political news. Please, i insist, keep us all informed.’

        lmao…

        • 0
        • 0
        • 0 Deem this to be "Fake News"
  9. the other 50 percent
    the other 50 percent

    Hey Fly,
    Since we are on the cusp of a run in nat gas and the drillers have been capping wells for years now, would you say we are at a crossroad? If so, do you like SD, ATPG and maybe even FTK? Also, what about ARD?
    thnx –

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  10. MX2101

    I had a mouthful of potato chips when I read the “freeze your cocks off” line and nearly choked from laughing.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • DownTick

      This is actually the Fly’s most lethal technique. He would have you believe it was swift kicks into idle manholes or elevator shafts, but… Dunkin’ Donuts to k-cups down at the city morgue, it’s potato chips by pound after esophagus clogged pound. However his favorite Mortal Kombat-esque coup de grâce is uploading a pithy blog update at just the right moment as a knuckle dragging, Potato chip crunching internet leech reading ibankcoin on his 3rd tier 2G smart phone nears an idle manhole. It is whispered in the halls of Valhalla that many an internet leech has actually died of suffocation before his burlap shirt and velcro shoes hits bottom.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  11. Largebill

    Fly,

    Tomorrow might be nice. Cramer is slobbering over GMCR tonight. He might be clownish on tv, but there is no denying that he gets people to pay attention to a stock even if just temporarily.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  12. mrsbuttons

    is NLST doing a secondary??? BTW this spam prot thingy is a real drag

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • mrsbuttons

      why is Mr Fly buying Posco – they said steel demand is soft and they had to cut prices in December

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  13. Curly

    I have yet to understand why you internet leeches have to open your fucking gap tooth mouths and try to comment on one of the Fly’s posts.
    Just shut the fuck up and enjoy the ride.
    Keep the political bullshit out of here.
    And stop trying to tell him that one of his stock picks is wrong…assholes!

    Now can’t we all just get along?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  14. YaBollox

    Who needs NG? Hot fat chicks rule!

    http://www.youtube.com/watch?v=SigRPr7OS84

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  15. Hawaii Five0

    In case it’s of any importance to those of you who own GMCR, I just saw Kuerig coffee makers in our BIG Island Walmart for 99 bucks. This price included 8 packs of various coffees.

    I’m not sure whether this would be a plus or not.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • JakeGint

      No, that is fine. Wal-mart must make room for the next fad of the moment , is all.

      ____________

      • 0
      • 0
      • 0 Deem this to be "Fake News"
      • Dr Fly

        Jake

        You are incredibly short sighted. Do you realize how big the bullshit office coffee market is?

        Enough of your GMCR hatred here. Be gone.

        • 0
        • 0
        • 0 Deem this to be "Fake News"
        • JakeGint

          I am playing “Devil’s” Advocate.

          _____________

          You are not on the side of the angels with Cramer, though, let me tell you.

          Unfortunate.

          ___________

          • 0
          • 0
          • 0 Deem this to be "Fake News"
  16. Dr Fly

    I am long pkx from low 100’s.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  17. Dr Fly

    Cramer is just trying to suck up to “The Fly” for his EQIX treachery.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  18. nation81

    Cramer Video on GMCR

    http://www.cnbc.com/id/15840232?video=1355683659&play=1

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  19. Dr Fly

    Via cnbc.com

    Branded Keurig pods are called K-cups. Green Mountain, which also owns about half of the single-cup coffee pod business, produces and sells 74% of K-cups on the market, collecting a nice 35% margin at the same time. The last quarter or so are companies that license the rights to produce K-cups. That’s why Peet’s pushed so hard for Diedrich, the largest remaining independent licensed K-cup provider – to get in on the action. But Green Mountain, which has been buying up the licensees to consolidate K-cup distribution, tendered the higher bid, leaving Peet’s in a pretty tough spot.If regulators approve the deal, Green Mountain will hold about 95% of the K-cup market. Peet’s meanwhile will be fighting competition on two sides, from both a resurgent Starbucks [ SBUX 22.31  +1.01 (+4.74%) ] and the expanding ranks of home brewers using Green Mountain’s Keurig machine. It will be hard for Peet’s to accelerate growth, Cramer said, in that situation. Not to mention, he likes GMRC’s valuation better, the stock trading at 24.1 times 2010 earnings with a 31.8% growth rate. Peet’s trades at a 19.5 multiple on next year’s numbers with a much smaller 22.3% growth rate.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • Teahouse On The Tracks
      Teahouse On The Tracks

      FIC = Fly is Cramer

      Based on their stock picks lately, they are either one and the same or Cramer is reading this blog again for ideas, odd no?

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  20. j

    Fly:

    You’re pushing a sort of long coffee short gold trade which is an historically very popular pair trade 🙂

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  21. The_Real_Hmmm

    V.King, the only thing you can close are the teen Facebook pages on Internet Explorer when the librarians walk by. Stick to the 7-10 splits at the bowling alley, you can throw around you balls more recklessly there.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  22. Faustus

    V.Queen wears a fanny pack to the gym while conversing with the bicep boys on the latest pro-hormone cycles (LOL)

    and his post workout meal consists of milk and cookies provided by his mother

    So I was told..

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  23. JakeGint

    _

    • 0
    • 0
    • 0 Deem this to be "Fake News"