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2010 Natural Gas Forecast

Mon, 12 Oct 2009 16:36:34 GMT

Other investors are finally starting to catch on to our bullish outlook for natural gas. And once every so often, I'll find another analyst that hits the nail right on the head. You've probably had a similar experience.[More...]

Tickers For The Latest Portfolio Reshaping

Fri, 04 Sep 2009 15:45:21 GMT

Fortunately my portfolio management methods don’t revolve around frequent trading. One of my kids came up to me recently and said, “What did you do today, Dad?” I said, “I made one trade, and I did a bunch of research.” He then asked, “How often do you trade?” I answered, “That was my first trade in a week, and I haven’t traded much in the last two months, but that’s not normal. There is no normal for me. When the market is really volatile, I trade a lot more, selling when stocks are rising, and buying when they are selling off. When the market is relatively placid, I don’t do much.” He looked at me, kind of smiled, and moved on. Information overload from Dad. Most people and investment managers trade too often. They sell their winners too rapidly, and panic too soon on their losers. Now, I’m not advocating “buy and forget,” or Buffett’s statement, “Our favorite holding period is forever.”[More...]

Three Reasons China Is Positioned To Be The Oil Sector’s Next Big Profit Play

Tue, 18 Aug 2009 14:54:00 GMT

If you’re looking for the next "Big Oil" play, bet on Beijing. As we’ve been reporting for the past several years, China has been on a global commodities shopping spree, which includes locking up every source of oil that it can.[More...]

Biggest Declines Among S&P

Tue, 11 Aug 2009 21:05:02 GMT

The following is a list of the S&P 500 firms where the analysts have been cutting their expectations for the current fiscal year the most over the last month. Most likely these firms reported disappointing earnings or gave negative guidance on their conference calls. Historically, you have not wanted to be invested in companies where the analysts who follow them most closely see the earnings prospects diminishing. Also, estimates in motion tend to remain in motion. The first bit of bad news is rarely the last (the cockroach theory). This means that the current expectations, even though down from last month, are probably still to high for these firms. To weed out anomalies, only those firms that are currently expected to earn more than $0.50 in 2009 are included and only those firms where there are a minimum of three estimates in the system. If you have these stocks in your portfolio, you might want to reconsider[More...]

Sharp Drop in Oil Inventories

Wed, 13 May 2009 21:47:20 GMT

Highlights include Chevron Corp. (CVX) and Marathon Oil Corp. (MRO), Schlumberger, Ltd. (SLB) and Transocean, Ltd. (RIG). Today's better-than-expected inventory report helps crude oil hang onto recent gains, even in the face of otherwise bearish news on the economy's front and equity market weakness. Given the continued weak demand and bloated inventories in the country, it remains to be seen if this favorable move on the inventories front, the first drop since February, can be sustained in the coming days. In its weekly inventory report released earlier today, the Energy Information[More...]

S&P 500 Stocks

Sun, 05 Apr 2009 01:35:00 GMT

The S&P 500 comprises of 500 large cap common stocks actively traded in the United States. The largees public companies that are traded on the New York Stock Exchange (NYSE) and NASDAQ are included in the S&P 500 index. The S&P 500 index was lunched in 1957 and is a value weighted index which is based on the 500 American stocks with the largest market capitalizations. The S&P 500 is the most widely followed index After the Dow Jones Industrial Average index and it is considered a barometer for the American economy. The S&P 500 index is included in the Index of Leading Indicators. There are the number of trading vehicle that are designed to follow the S&P 500 index. Hundreds of billions of US dollars have been invested in this index. The SPY (Exchange Traded Fund) is one of the most actively trading stock over the world. The Rydex,[More...]

Low-Debt Dividend Stocks

Wed, 01 Apr 2009 15:43:00 GMT

With the dramatic market declines over the last 18 months, most dividend stocks appear to be fairly priced on a historic basis. However, when you consider the record number of dividend cuts and near-term prospects, many of the lower valuations are justified. So how do you sort through the massive [More...]

Bond Market: Corporate Bonds

Thu, 12 Mar 2009 20:33:00 GMT

Corporate bond spreads in the secondary market are unchanged to about 10 basis points tighter. The improvement is in finanacials which have been ravaged of late. One participant thinks that the secondary market will narrow appreciably next week as the solid footing of the stock market will encourage some risk taking. He thought that spreads have for the most part been frozen this week in deference to the heavy supply calendar of late. As an example of supply pressure another participant cited the fate of a Marathon Oil 10 year issued several weeks ago at T+ 488. It journeyed to + 450 and has proceeded to leaker wider and has made the round trip as it sits 490/480 today. Valero sold $750 million 10 years at + 650 and $250 million 30 years at + 688. Each issue is about 70 cheap to comps. General Electric bonds are closing unchanged. The 4.80s of 2013 are wide but real at 625/575. Several participants[More...]

TransDigm Report 'Remarkable'

Tue, 03 Feb 2009 20:50:00 GMT

TransDigm Group (TDG) reported some remarkable results for its fiscal 2009 first quarter, when compared to the same period last fiscal year. Net sales of $181.3 million were up 11.1% (organic sales growth - which excludes recent acquisitions - was 2.7%). The gross profit margin rose from 54.0% to 57.5%, while SG&A expenses declined from 11.0% of sales to 10.0%. The operating income margin went from 41.0% to 45.7%. And, aided by a lower tax rate of 35.0% versus 36.4%, net income as a percent of sales was 21.8%, up from 16.5%. The bottom line of all this is that diluted EPS for the quarter were $0.78 versus $0.54, up 44.4%. Part of the Company's stellar performance can be attributed to the fact that - reacting to the weakening of the commercial aerospace sector - it has already reduced[More...]

Market Commentary (02-02-09)

Tue, 03 Feb 2009 13:28:00 GMT

Bloomberg had this article out about how the U.S. housing market lost $3.3 trillion in 2008 AND that 1 in 6 people with mortgages are underwater, or 17%. It's not getting any better. We have pending home sales coming out today at 10:00AM - consensus 82.3 (range: 78.2 to 84, previous actual: 82.3). I'll be really surprised if pending sales remained "unchanged". Motor vehicle sales are also coming out (total consensus: 7.7M (range:7.3M to 8.1M, previous actual: 7.7M). This is another consensus estimate where it is also "unchanged". Whatever. You see, [More...]

Southcentral utilities conduct worst-case scenario exercise

Fri, 20 Nov 2009 21:48:00 GMT

Nov. 20--Anchorage municipal officials and regional utility managers practiced for an emergency winter gas supply and electric power disruption Nov. 6.
"We took the system all the way down from green and yellow to condition red," after which utilities would trigger rolling power outages, said Anchorage municipal manager George Vakalis, who managed the exercise.
The problem is that Southcentral Alaska natural gas wells that fuel electrical generation and provide heat for buildings are producing less these days because the 30- and 40-year-old gas fields are being depleted.

: iStockAnalyst.com Symbols Feed

2010 Natural Gas Forecast

Tickers For The Latest Portfolio Reshaping

Three Reasons China Is Positioned To Be The Oil Sector’s Next Big Profit Play

Biggest Declines Among S&P

Sharp Drop in Oil Inventories

S&P 500 Stocks

Low-Debt Dividend Stocks

Bond Market: Corporate Bonds

TransDigm Report 'Remarkable'

Market Commentary (02-02-09)

Southcentral utilities conduct worst-case scenario exercise

Marathon to chop spending as it shifts its focus

Marathon cuts 2010 capex by $1B, shares fall 4 pct

Marathon cuts 2010 capex by $1B, shares fall 4 pct

RCA OKs Enstar contract, spurs new exploration hopes

Marathon Oil reports drop in Q3 net income

Tampa Bay Water receives settlement offer in additive lawsuit

Marathon says Louisiana refinery expansion on track

Marathon production rising; profits tumble

Oil up to near $78 ahead of US economic reports

RidgewaterEquity.com Free Fundamental Sector & Market Research on DD, MRO, M, SRZ, PDCO and SAPE

Marathon Oil Corporation to Participate in the Barclays CEO Energy/Power Conference 2009

Fitch Revises Marathon's Outlook to Stable From Negative; Affirms IDR at 'BBB+'

Marathon Oil Corporation Reports Second Quarter 2009 Results

Marathon Oil Corporation Reports Second Quarter 2009 Results

Marathon Oil Corporation Declares Second Quarter 2009 Dividend

William F. Schwind, Jr., Marathon Vice President, General Counsel and Corporate Secretary to Retire Following 34 Years of Service

Superior Well Services Selected by Marathon Oil Corporation for EXCAPE(R) Completion Process License

Marathon Announces $1.3 Billion Sale of 20 Percent Interest in Angola Block 32

Marathon's Second Quarter 2009 Financial Results Conference Call to be Available on Company Web Site

Form 3 Kerrigan Sylvia J For: Nov 01 (10K)

Form 4/A Roberts David E Jr For: Jun 29 (10K)

Form 4 Roberts David E Jr For: Jun 29 (10K)

Form 4 Stewart Michael K For: Jun 01 (10K)

Form 4 Roberts David E Jr For: Jun 01 (10K)

Form 4 REINBOLT PAUL C For: Jun 01 (10K)

Form 4 HOWARD JERRY For: Jun 01 (10K)

Form 4 Heminger Gary R For: Jun 01 (10K)

Form 4 CLARK JANET F For: Jun 01 (10K)

Form 4 Thill Howard J SR For: Mar 13 (10K)