If the bulls are right and the global economy roars into 2011, oil will scream past $100, setting up a super cycle for oil and gas stocks. In my estimation, oil is a must own here, especially going into the summer months.
There is no denying the massive upswing in drilling, domestically and offshore. With the fundamentals so robust, the market is wrong for valuing the majors and independent producers so cheaply, most trading between 8-15x 2011 eps.
You want ideas? Well, we all want some fucking ideas. Instead of living your life like a leech, why don’t you do a little research and contribute to society, instead of bottom feeding?
On a persona level, I like Weatherford International Ltd. [[WFT]] , Southwestern Energy Company [[SWN]] , Flotek Industries, Inc. [[FTK]] , Ultra Petroleum Corp. [[UPL]] , GMX Resources Inc. [[GMXR]] , and a few others to be named later.
As for Green Mountain Coffee Roasters Inc. [[GMCR]]
I do not like the fact that they have quality control issues. Last quarter, approximately 50-75k Keurigs were returned and that cost the company .09 per share. Going forward, the company will be spending a lot of money on better manufacturing, all to do with the substandard quality being produced in China. Although I like the story, longer term, the stock is to be avoided like the plague at 40x earnings. Should it dip into the $60’s, I will start to accumulate.
Top picks: Goldman Sachs Group, Inc. [[GS]] , Johnson Controls, Inc. [[JCI]] , Jarden Corporation [[JAH]] , Flotek Industries, Inc. [[FTK]]
NOTE: Steve Jobs just murdered Adobe Systems Incorporated [[ADBE]] in an open letter on apple.com. ADBE is a sell, as long as Apple hates them.
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Ready!
The Fly is God.
FTK in the 2’s, balls sir, BALLS!
FTK is trading at a fraction of sales. IF they get some revenue momentum, the stock can go to $10.
I like SD AFTER the ARD deal closes.
Steve Jobs just murdered Adobe Systems Incorporated
Fly , I looked but couldn’t find the piece.. better link?Thanks.
http://www.apple.com/hotnews/thoughts-on-flash/
my god look at BIDU – crazy ….lets go fsys – uggg….
http://www.apple.com/hotnews/thoughts-on-flash/
I bought a small, almost non-material stake in FTK. A couple percent, on the Mine That Bird of the oil race track, if you will.
Seriously, after selling all my SLB for 70% at the start of this year, nothing looks good.
AVNR ready to go! Bought at 3.24, just initiated buy and $9 PT…. hasnt been disseminated very well yet.
kcup bubble not only popping its goin Chernobyl
oil dip buying continues to work
the noodle stays slippery
Is it time to start building a position in the refiners? WNR possibly?
yes
im 100% out that DBA swing from 24.44. Silver and Oil hitting too much resistance here. SPY should close up, but, it will have trouble blasting off parabolic from here
Don’t mess with me! How many times must I tell you guys? Morons!
just follow the yela brick road, bitches
(21ema)
http://www.youtube.com/watch?v=D_71X0yamsY
Super Cycle …. now you’re talking my language!
Big dicked gains already with GTI & HOS … TWI gains AH last night disappeared?
Super Cycle….Shanghai Comp still in death cross and sold off into the close. Iron Ore spot in Asia and China down again…..USA imho is such a lagging indicator.
CRZO, a oil and gas company. Promising future, i think hte price is good but to be certain i would wait till early June. I made a lot of money off this one, hence why i am sharing.
Yes Mr Le Fly: “Instead of living your life like a leech, why don’t you do a little research and contribute to society” I just did so
UPL will soar if natty ever gets its shit together. UPL reserves are 96% NG.
Why are you thinking of buying GMXR?