discussed how the US Energy Department is now indicating gas will average under 3 bucks a gallon in 2015 yielding a savings of 61 billion for consumers - since consumers account for over 70% of what drives the US economy that sounds pretty darn good BUT.......they too are pinning this on a slow economic trajectory which according to my work is not going to happen as we will see a sharply rising economic expansion world-wide in 2015. Late fall is usually when you see the lowest prices and with winter upon us that means lower prices continue for a bit. But 2015 will alter all of this and the expansion in the US will ripple across the world economies and China will get back onto their growth path as they are pinned against the wall now. Germany will expand and the PSYCHOLOGY of the world will RISE and that is what drives markets and growth. I am going to southern Spain for xmas this year so I am anxious to sit around with folks and see what they are feeling and what their economy looks like on the street and not in the news.
We will see more stock recommendations here and as oil prices recover that too will be a huge stimulus for oil/gas holdings. I have voted all of my shares now. I believe economic growth will trump OPEC or production rates as oil demand will strip the excesses and alter the psychological view which in turn alters the outcome. You must sit in the island lighthouse and look out all the windows - keep an open mind and not an emotional mind so as to keep your mind clear and unencumbered by things that just don't really matter.
Have a great Thanksgiving. Boolean
*yes my stops are in on my taser play on percentage drop basis just in case it dives - it has risen to 10 year high now and even though the outlook is stellar some selling could come in. As for the S&P it is getting closer and closer to ringing my sell bell - it is already at historical highs and is approaching that key indicator sell point.
..........as I stated the other day. And this analyst is under-pricing the upside as he should and will raise it as we move into 2015. Llke I said as well - truth was only telling part of the truth and that is the truth. See you all in a few days.
sales so with the company finally in a lean position it should benefit greatly - 2015 should be solid and the potential of being taken over in 2015 is also on my list.
earthstone will be on a growth trajectory and values will RISE -- truth only told you part of the truth - there was more truth that truth did not state and that is the truth - the whole truth and nothing but the truth. I am telling you 2015 is going to be TRANSFORMATIONAL not only for the world economies but for our stock here. The economic collapse purged the system and though it was a horrendous event and those who caused many of the ills paid no fine or time what comes out of it will be phenomenal and that is what Mr. Market has been saying to us all with this market rise.....after small caps and oils were hammered here this is a great time to go back into those names.........yes I am. Boolean.
RISING OIL PRICES WHICH WILL OCCUR WILL CURE MOST OF WHAT ILLS OIL STOCKS at this time...BUT you can't be saddled with bad management and a moly mine. Those factors will hold you back and not allow the true value to be brought forth. That is why I remain so bullish on earthstone/oakvalley resources merger - these are clean and mean and you know both Frank and Ray are looking to monetize their investment ie sell the company as they build out it out. They are proven winners not praying to buda looking to be bailed out. Boolean
And as prices RISE........which they will in 2015 they go back on the books and a temporary drop won't really impact it much.....AND when prices drop this gives those like Ray and especially Frank the opportunity to capitalize on that (it made me smile when the other poster noted that - AH SOMEONE ELSE GETS IT!).......this is a rotational event with oil and NOT A LONG TERM EVENT. We will move upwards strongly in oil prices and if the Saudi's say anything positive it will put a further lift to prices especially if the psychological view on oil is moving more positive as it appears to be doing this morning with oil prices up so far (can change rapidly so you don't get all excited yet). I told you China would be active soon as they are today - that too was a temporary event not a long term systemic alteration. Believe my MACRO view and don't get all caught up in the micro noise...........not rocket science just a fact.
And again - look at all of the institutional investors who have been coming on board with Earthstone - up significantly and not minor names.
And - EXPECT A STOCK RECOMMENDATION or DATIONS to be coming for our stock. It is inevitable and so indicated by the data within that macro view. Boolean
ok then -how about this could rise to 6.43........does that "wisdom" now seem more palatable? Best rethink how you think......the reality is this is a very weak stock and for now in a very weak sector.
yeah right -- let's see what happens here first -- but they have a way of surviving somehow so it may still be a play,
Japan announces slowing today so DOWN she goes......but in the US spending at bars and restaurants is up again in October the sixth time in a row and consumer confidence announced on Fri showed another move higher to highest level is some time --- consumers of course are the engine of the economy so that all looks good........oil down and futures down right now but of course Monday ain't the best day typically and you can't go much by the evening futures much any more. But the tug and pull will go on awaiting the next move in 2015. Will be interesting to see the gyrations once again as Mr. Market leads us along and makes us squirm. Boolean
1. "OVR is led by Mr. Frank A. Lodzinski and a highly accomplished team of executives. Senior members of the team have worked together for 10 to 25 years through several successful entities that were built and sold or otherwise monetized, earning significant profits for shareholders. Mr. Lodzinski currently serves as a director, CEO, and President of Oak Valley."
2. Ray Singleton also has the same vision = a powerful entity for shareholders as they too are SHARE-holders and their vision aligns with ours.
3. Oil took a hit along with oil stocks - a sector rotational action. Now I see biotech was hit hard on Friday so possibly the rotation has moved and perhaps the oil sector will now begin to repair itself. Rotational.
4. The USA is leading to an extent world economies HOWEVER - emerging markets are still driving 70% of global growth so it is not a one pony show. Yes Europe is still lagging as are many in Latin America but they will come along and as noted I have begun to position in Brazil with a 20% of target position.
5. Now Vietnam and Nigeria in the frontier markets are beginning to show greater potential so again they can emerge more as the world economies prosper.
6. Mr. Market has been rising as it always does AHEAD OF THE CURVE.....it predicts not reports the present state of affairs as it makes its major moves.
7. As Laszlo Birinyi had said, oil is the most analyzed commodity so how did oil go from not enough to too much in a month??????? He too sees this as all noise along the road - stop and fix your heat shields kids that his what the racket is under your car and not the engine dying.
8. M&A will increase in the oil sector as it will across the markets and that consolidation will move a lot of oil/gas stocks.
9. Oil and gas will RISE and if we have not seen the bottom we are not far off from it. The rising economic demand will accelerate in 2015 - the IEA I believe stated that oil demand would fall "steeply" in early 2015 - I disagree.
and so many more climbing aboard Earthstone up from nothing not long ago -- and how much do you want to bet that they know more than oily and how much do you want to bet that we see a BUY RECOMMENDATION come in between now and the end of the year.
maybe you did make a lot as you pumped the stock higher on your illusion of being a registered and licensed engineer in the business and then sold out as the foolish small investor bought in based on your crappola that I finally laid out for everyone. Yeah you should be proud of that oily and the SEC may be proud too.
how did all your pumping on the disaster us energy work out for you - I see they won't even let you on the board any more -- I called you right didn't I. I came in when asked and did the due diligence and unveiled you for what you were --- sorry but that is what I do...........now you come here wanting to play the man in the know. I know you stated you were a registered and licensed engineer for the industry but I unveiled you as a registered and licensed pump artist. Got you didn't I . BOO.......lean.
who pumped this stock like a thief ---- what a guy.....now he goes into hiding since the collapse and moves on to other stocks to see if he can pull he ruse there. wow.
of the disaster us energy who said he was a registered and scholarly engineer comes here to cry for help......ah what a sad story. The fact is I am right again and the USA is going to show the world it is economic engine and they will trail behind and gain strength from it all.........a world-wide economic boom in 2015 and oil/gas and many commodities will rise with power. We see the Michigan consumer index powering ahead again confirming my call........who drives the economy more than the consumer??????? no one. My big picture view is coming full tilt and into view. The whiners who spend more time trying to degrade me than educating themselves will fall prey to that weakness......so be it. Those like true who feel the manipulation is rampant are wrong. It is all just part of the game we call the equity market. Keep watching.......stay tuned.....Boolean
to add significantly to this holding......back up the truck as it were -- risk remains for sure but I don't go to casino's so this is my casino. Boolean
now look at Japan.......dead for years but now alive and kicking and it is the number 3 oil consumer I do believe and India with so much growth potential at number 4 - see their growth lines up not down SO what happens now if I am right about 2015 and world economic growth really starts to bring it home --- oil consumption will skyrocket and the trend lines of almost all economies will rise and there for to will oil consumption. Within the shell there lies the fruit. BUT........the S&P is climbing the wall and I am watching carefully as it is becoming top heavy and could be the next little sector to fall. Boolean