Hurricane season 1 June to Nov.....geo-political, Putin just shut the NatGas to Ukraine off......energy demand continues to spiral upward........SD cost controls......SD drilling innovations.....Iraq/Afghan/Iran/Saudi...OPEC and PUTIN Greed............SD's increasing production rate.......SD gaining recognition as it departs from being the whipping post of the oil patch......AND a likely SECTOR CONSOLIDATION..............as more reach to GAIN more ASSETS..........especially, NatGas !
Early AUG.....= next earnings report! SHORTs need to start turning or face getting SCALPED! All IMHO !!!
At the 7 strike.............can't tell what is going on....seems someone closed out a big position buying back...then wrote/sold calls.......which would be meaningless except this activity seems be holding the price in the low 7's below 7 call level.........which is consistent with the EFFFFFFFFFFFFf-HEAD who has been playing options a week before expiration for the past few months.
Or...I could be totally wrong and someone is buying a ton of calls one week before expiration....we can HOPE right!? But I think we've seen these TRACKS in the mud before, ....a week or two prior to expiration....draining blood from the stone.....All IMHO of course.....
Grandmother stops by a KFC with her semi-recovered 3 year old Grand Daughter who was mauled by dogs. A KFC employee asked that they leave because the little girls scars were scaring people.
R U kidding me? Out-EFFFFFFFFFFFFFFFing-rageous...............sad, sick, heart breaking.......and one has to wonder who KFC is hiring these days...to sell that over-priced chicken and hey I love the original recipe but after paying 75 bucks for two buckets and some sides 7 years ago.......well I stop by for slaw to take home for a home cooked meal.....!
PiZZA Hut is competing...the 10 buck any pizza is a competitive idea...Taco Bell...........after watching THE WORLD add breakfast to their menu and BREAKFAST kicking rear end across the fastfood industry...nice to finally see TBell join the party.
As for KFC.....ya cost too much! It's just that simple, your BOOMER audience has changed it's eating habits out of health concerns and it seems there is not much of a wave following the boomer loyalty from the 1960's to the 2000-2010 range.
AND, ya cost too much! Oops, did I say that already?!?
Man...and the 3 year old....HEARTLESS.........I am seriously happy (and so is your employee) that I (or someone like me) was not in that store at that moment. Unfrickingbelievable.
SA covers the catalysts the oil sector faces regarding the ongoing Iraq Civil War....that frankly, for what its worth, never did end, however now it is on a scale for all the world to see.
Other catalysts highlighted by SA....are spot on, innovation and the drilling of two honey sector (levels) with one tap if you will! As well has management cost controls and improved efficiencies across the board.
There is one other MAJOR catalyst the world should prepare for and that is this...........an EVER INCREASING ENERGY DEMAND and the pace will likely only increase with time, interupted by periodic geo-political events and more importantly GREED.
Yes GREED, Mr Putin wants every ounce of value his oil can bring...as does OPEC....and I'm sure, the corrupt Venezuela and this gives birth to a new dynamic.
As the US becomes more self reliant, and the entities above continue raising NatGas and Oil prices....this gives way to a very profitable US Oil/NatGas industry and without a doubt, the ability for the US to heavily influence prices of both as a serious new competitor.......................which als has the added benefit of solidifying foreign realtions with our now hesitant allies thanks to OBAMA's blatant, never ending incompetence. All IMHO............
Split Decision (...hmmmmm?! ) coming 18 JUNE and from there we coast into earnings 30+ days later. Funny how we have so many barking buttheads on this board but only 1.69% SHORT.......makes the naysayers pronouncing SCAM etc. sound even less potent and in fact....like they are the SCAM themselves......but hey, y'all can decide for yourselves! All merely IMHO............oh and naysayers.....find another pot to "P" in! LMAO!
F up as DIV approaches and then drops predictably, after the DIV has been paid...........who knows if this pattern continues but it seems relatively reliable of late. Meaning....a DRIP program may not be the best approach to buying more F shares......hence, ......for he or she who owns alot of F.......it's worth reviewing!
In fact one could argue since WE KNOW when the DRIP program is going to be buying more shrares for investors...that this pattern might make it cheaper to wait until the price finds its way back to the duldrums!
All IMHO and while it doesn't apply to the average shareholder.....its more my message to F leadership than to investors..............I don't like reinvesting at HIGHER PRICES and the more predictable this becomes.....the fewer big shareholders are going to want to play the game. Frankly, over the long run, this phenom is not worth losing any sleep over...and reinvesting DIVs is a GREAT WAY to get ahead.........but if you own alot! Crunch the numbers because this can also make a difference if one has a large enough position. AGAIN...out of frustration watching this nonsense.....all IMHO..............
Some DOLT has the HOTS for a strike price of 7 (see open interest figure) going all the way into Jan 2015.
This tells me there is something in the works and someone is interested in locking in every penny OVER 7 or, someone has lost ALOT of money on this stock from its very high, HIGHs year ago and is trying to squeeze their way back to even......OR we have some demented big fish trying to inflict pain on SD and SD shareholders.
If a deal is underway, then anyone w/knowledge of such is required, by law, to not disclose such to anyone, period. If there is something going on, this would explain the stubborn stock performance.
Further, sometimes when an Officer/employee/Director leaves a firm, he is required to sell all his stock depending upon the nature of the stock as well as agreements signed by employees/officers specifically addressing departure and required status of stock holdings at departure.
One other MAJOR item this well (and others) discovered USING the 3D graphing (or whatever term applies!) reveals is this....it validates the 3D data and literally provides a picture of SD's assets in the ground !
Helping to boost SD's potential value to any buyers assessment during due diligence..........IMHO....
Then for the first time...the MONEY PRINTING machine is going to turn on for SD / Shareholders!
Especially as NatGas gains MORE POLITICAL momentum which should lead to a fast-track status for export and SD will never look back.......!!
Such a move by McClendon would be called one of irony or spite!? LOL! Maybe both !
SD is CHEAP....it operates in an area Aubrey is VERY familiar with,,,it has ASSETS...disposal/ rig / and truck fleet that would greatly compliment Aubrey;s operations in the region.
Hmmmmmmmm I think it makes more sense than not ! Guess we'll see! Oh and for those wondering about Aubrey's cash.......remember, this guy built CHK from liertally 50k he and Ward put up to start the business.........................he has ALOT of fans with ALOT of MONEY.
Dear PR person.........I know it's hard to survive the endless surprises your corporation inflicts upon itself but on behalf of all the Widow Davis's of America who saw their holdings in BAC drop to a fraction from it's highs a few years back....as well as an insult of a dividend forcing all the Widow Davis's to sell assets....probably even BAC at a loss.............but this is for those who have hung in there.
You haven't issued even a word...........no dates....no amounts.no nothing so now those Widow Davis's who hung in there for so long...and their new friends who jumped on board a couple years back only to now FEEL the PAIN...that BAC seems endlessly to inflict on its own shareholders.
The question is, who is running the show at BAC....when will some semblence of normalcy take place.....and when in the _______ will shareholders be told how much and when?
On second thought, just surprise us because frankly, everytime you guys n gals give us a time frame...or amount...it changes.........EVERYTIME! This unfortunately, seems to be the ONLY THING that BAC is consistent with, missing dates/objectives given to shareholders!
You need to take the THIRD WORLD level of performance out of your operational means.....and cross back over to reaching for perfection EVERYTIME, not just when it's convenient coincidence.
One can argue about some of the purchases Zuckerberg has made but if he has proven anything, it is that he is NOT ONE to BET AGAINST. Worth reiterating....it seems Zuckerberg is AT LEAST one play ahead of the competition, analysts, and peripheral evolving sub-sectors as he adds to the FB CAMP and Arsenal !
IMHO...FB and Zuckerberg have seriously added to the depth chart with this Paypal Prez addition not to mention jumping into another new market for FB and there is no doubt FB will capture yet again, a foothold in a new monetizing sector! All IMHO.......and seriously, I would not want to be SHORT.....thought about writing calls, very happy I didn't !
I hear what you're saying....but so far, Zuckerberg has proven he is not one to bet against....it seems he is playing the game AT LEAST one play ahead of everyone else be it an ANALyst, the competition, or delving into new sub-sectors that he FITs into the FB CAMP / arsenal............
is a State of DENIAL!
ANALYSTS frozen like a deer in the headlights.....under estimating FB and the Zuckerberg Team!
It's almost like a Thank You analysts and please collect your SCALP on the way out ! LMAO !!!!