April 17th, 2020, 4:57 PM
In my recent post "What do you do when the market is insane and you're not?" I argued that one of the dangers in a very volatile market with strong--and temporarily profitable--short-term trends is that we'll give in to the pressure to do something--and do something that will cost us money since we'll be late […]
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April 13th, 2020, 1:54 PM
As of 1 p.m. New York time the Standard & Poor's 500 is down 1.88% and the Dow Jones Industrial Average is off 2.14%. The NASDSQ Composite is lower by 0.79% and the Russell 2000 small cap index has tumbled 2.80%. The iShares MSCI Emerging Markets ETF (EEM) has edged lower by 0.45%. The big […]
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October 28th, 2019, 12:58 PM
The oil supermajors--ExxonMobil (XOM), Chevron (CVX),Royal Dutch Shell (RDS), Total (TOT) and BP (BP)--are expected to show a 42% year over year average plummet in third quarter earnings when they report earnings this week. That's an even bigger slump than the 18% drop in oil pries during the period. You can expect oil company CEOs […]
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October 15th, 2019, 10:42 PM
Low oil prices mean low oil stock share prices mean the ability of mid-range producers to acquire smaller producers in the low cost, prolific Permian Basin is increasingly limited. Take Parley Energy's (PE) deal to acquire Jagged Peak Energy (JAG). At the Friday price for Parsley Energy, the all-stock deal priced Jagged Peak shares at […]
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June 13th, 2019, 10:54 PM
Back on April 17, I made Parsley Energy (PE) my first disruption in the oil sector pick in my Special Report on Disrupted Sectors. I didn't actually post that pick to the portfolio, however, and this post, excerpted from the Special Report, is a fix for that error. Parsley Energy traded at $20.83 on April […]
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April 30th, 2019, 5:51 PM
Occidental Petroleum (OXY) has brought Warren Buffett and Berkshire Hathaway (BRK.A) into its battle with Chevron (CVX) for control of Permian-Basin-rich Anadarko Petroleum (APC). Up until the entry of Buffett, Chevron had the inside edge even though it had offered a lower price of $33 billion in cash and stock for Anadarko. That company's board […]
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April 25th, 2019, 2:21 PM
The battle for control of Anadarko Petroleum (APC) and its huge position in the oil shale geologies of the Permian Basis isn't over. Yesterday, Wednesday, Occidential Petroleum (OXY) made a renewed bid to acquire Anadarko. The 50%/50% stock and cash offer from Occidental would value Anadarko at $38 billion. Chevron's offer of 75% stock and 25% […]
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