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Applied Materials, Inc. Message Board

hcsnyder58 386 posts  |  Last Activity: Jan 16, 2015 3:07 PM Member since: Dec 10, 2012
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  • hcsnyder58 hcsnyder58 Jan 16, 2015 3:07 PM Flag

    Oil and gas are separate commodities.. while some co-production exists, distribution and sale is much different. US Gas is mostly used in the US. So world markets aren't as important. You just don't increase gas imports overnight because it's cheaper somewhere else. LNG imports to the US only account for 3% of US gas market. The other 97% comes from the US or Canada. DEJ is just paying the price for being in the oil & gas segment.

  • hcsnyder58 hcsnyder58 Jan 16, 2015 3:01 PM Flag

    Not really. Maybe in Europe. For 2013, (2014 not available yet), the US imported 96,859 million cubic ft via LNG. The US imported 2,786,496 million cubic ft via pipeline, 96.5% of that from Canada. In 2013 US produced and sold 25,690,878 million cubic ft. Pipeline and LNG imports only account for 10% of the US market. What happens to gas prices overseas has little bearing on US gas prices. In 2013 the avg. price for LNG imported was $6.80, for pipeline imports it was $3.73. (per thousand cubic feet). For 2013 the average Henry Hub price for US gas was 3.73. (Most recently, DEC 2014 it was 3.48). Because the US imports so little gas, the EU prices really have no effect. It's what your market can support. Not the world market. The US gas market is not going to bottom like the oil market where we import much more oil then gas. It's doubtful that we can increase exports significantly in any kind of short time frame to have US gas exports affect the US gas price anytime soon. It takes years to build LNG tankers. That was data for 2013.. if anything, we have even more US production and less imports in 2014.

    Sentiment: Strong Buy

  • Reply to

    more problems to come

    by jcwitterholt Jan 2, 2015 12:11 AM
    hcsnyder58 hcsnyder58 Jan 2, 2015 5:14 PM Flag

    Hardly.. DEJ's production is miniscule. The yearly amount of NG used by construction vehicles, (especially at one site), probably isn't what one NG power plant uses in a day. Even if it was significant, the adoption of NG is incremental with vehicles. It has zero affect on DEJ's stock value in the next year. There are only a few things that directly affect DEJ's stock price over the next year. DEJ's production, it's proven reserves, and the price of oil and NG. The items both of you menton have zero short-term affect. Maybe 3-5 yrs down the road. But I don't believe there are many here that are buying today with that long of a time frame.

    Sentiment: Strong Buy

  • Reply to

    more problems to come

    by jcwitterholt Jan 2, 2015 12:11 AM
    hcsnyder58 hcsnyder58 Jan 2, 2015 11:34 AM Flag

    Actually I thought bpaveinc was making a sarcastic response posting to jcwitterholt. i.e. jcwitterholt posts something that has little to nothing to do with DEJ and it's immediate, (1 yr) financial returns, (or lack thereof). So bpaveinc posted something just as ludicrous with regards to its impact on DEJ's immediate financial returns. You WERE doing that bpaveinc right?

  • Reply to

    new york against fracking

    by jcwitterholt Dec 16, 2014 10:19 PM
    hcsnyder58 hcsnyder58 Dec 16, 2014 11:03 PM Flag

    To the best of my knowledge, DEJ has no property or leases in NY. I don't see the relevance here..

    Sentiment: Strong Buy

  • Reply to

    fracking no future

    by jcwitterholt Dec 3, 2014 5:04 AM
    hcsnyder58 hcsnyder58 Dec 3, 2014 10:10 AM Flag

    Hopefully it'll shake up Jerry Jones enough to sell his Cowgirls to someone who will his football people to run the team without a micro-managing owner. Maybe Dallas will actually get a good team once again!

  • Reply to

    fracking no future

    by jcwitterholt Dec 3, 2014 5:04 AM
    hcsnyder58 hcsnyder58 Dec 3, 2014 10:08 AM Flag

    So that would be good for DEJ right? No Florida competition in the future! Thanks for the support!

    Sentiment: Buy

  • hcsnyder58 hcsnyder58 Nov 11, 2014 1:41 PM Flag

    Depends how much your drinking.

  • Reply to

    Q3 Earnings

    by john.swanson27 Nov 11, 2014 11:53 AM
    hcsnyder58 hcsnyder58 Nov 11, 2014 1:38 PM Flag

    You do know DEJ is primarily gas and not oil right?

    Sentiment: Strong Buy

  • hcsnyder58 hcsnyder58 Nov 11, 2014 11:13 AM Flag

    Honestly, you all sound like a bunch of winey old ladies. You do realize that we barely trade more then 100k (USD), in stock a day? This is a minuscule amount. Swings are normal and easy to cause. You think a tiny company like DEJ does all their own accounting? Who do you think actually puts those statements together? Small companies are often reliant in outside organizations and accountants to pull these things together. Unless of course you want spend a ridiculous sum of money for KPMG, Coopers, Price Waterhouse. Keep your panties on and if you aren't long on this stock, you really shouldn't even own any of it.

    Sentiment: Strong Buy

  • hcsnyder58 by hcsnyder58 Oct 24, 2014 10:28 AM Flag

    Wasn't there a general stockholder's meeting to be held on Oct 22? That was two days ago but I haven't seen any news about it. Was there a dividend announcement?

  • Reply to

    exxon mobil

    by jcwitterholt Oct 24, 2014 6:16 AM
    hcsnyder58 hcsnyder58 Oct 24, 2014 10:21 AM Flag

    Really? I didn't see any reference to that in your original post.
    But investment wise, short-term, (1-2 yrs) on DEJ it has no impact. The Lockheed-Martin announcement on cold fusion has more impact. Face-it.. your just trying to sow doubt in new investors and bash this stock.

    Sentiment: Strong Buy

  • Reply to

    exxon mobil

    by jcwitterholt Oct 24, 2014 6:16 AM
    hcsnyder58 hcsnyder58 Oct 24, 2014 8:59 AM Flag

    Yeah.. but you didn't answer the original question. Why post that here?

    Sentiment: Strong Buy

  • Reply to

    Why is Dejour going up so fast these last 2 days

    by derddydert Oct 16, 2014 1:05 PM
    hcsnyder58 hcsnyder58 Oct 16, 2014 1:07 PM Flag

    Well.. probably because it went down so fast the past 3 weeks?

    Sentiment: Strong Buy

  • Reply to

    Timing of releases

    by hcsnyder58 Sep 4, 2014 11:26 AM
    hcsnyder58 hcsnyder58 Sep 4, 2014 3:18 PM Flag

    What in the he double L are you talking about? Who spoke of illegal activities on this thread?

    Sentiment: Strong Buy

  • Reply to

    Timing of releases

    by hcsnyder58 Sep 4, 2014 11:26 AM
    hcsnyder58 hcsnyder58 Sep 4, 2014 1:04 PM Flag

    It wasn't meant to be a DEJ question. It was meant to be a general question.

    Sentiment: Strong Buy

  • Reply to

    Timing of releases

    by hcsnyder58 Sep 4, 2014 11:26 AM
    hcsnyder58 hcsnyder58 Sep 4, 2014 12:03 PM Flag

    Hmm.. when I looked this up I got two different answers.. one said 2800 companies are traded on the NYSE and the other said 1600.

    Sentiment: Strong Buy

  • Reply to

    Timing of releases

    by hcsnyder58 Sep 4, 2014 11:26 AM
    hcsnyder58 hcsnyder58 Sep 4, 2014 11:52 AM Flag

    I don't really have an answer.. it's why I asked.. I think there are a lot of theories on this and was interested to hear what folks thought. It's just an honest question.

    I would like to think a lot of thought goes in to it by companies but many times I'm not sure. I would think a good earnings release is best pre-market in the beginning of the week. It might draw in more impulse buyers and get your news out when folks are reading the news and media people and analysts are most active. But it might also attract day-traders and increase volatility.

    I think a bad earnings release is better after market and on Friday. I think it helps protect the stock price from excessive drops. It gives people the weekend to think about their investments, maybe reset potential stop loss orders and help prevent a dip from taking out stops. That is if they still really believe in holding the stock. But I think it helps prevent a knee-jerk reaction. I think general news would follow along the same lines.

    It would be interesting to see if there is a correlation between good/bad earning releases and the day/time of release. Might also be a clue for trading. I'm sure somebody, somewhere has probably done such a study. If not, might make an interesting study for a finance/business student.

    Sentiment: Strong Buy

  • hcsnyder58 by hcsnyder58 Sep 4, 2014 11:26 AM Flag

    Question for the board while we are waiting for news: I see press releases coming out from different companies at different times. For this question, lets keep it simple. Lets use a good and bad 2nd quarter earnings release.

    What is the best time for a good earnings release? Why?
    What is the best time for a bad earnings release? Why?

    If it's good general news: I.e. well permit approved, drilling rig on site, purchase of potential new drilling site, etc. etc..

    What is the best time for a good press release? Why?
    What is the best time for a bad press release? Why?

    Sentiment: Strong Buy

  • Reply to

    Buying here, buying

    by bobdbus Sep 3, 2014 9:41 AM
    hcsnyder58 hcsnyder58 Sep 3, 2014 11:17 AM Flag

    Doubled my position this morning. Had bought in at 20.365. Got in today at 19.75 for an avg 20.06. I'm planning on holding to this time next year at least. Even if the dividend drops to 3.00 a year its a buy. I expect this to recover to at least above 21 again.

    Sentiment: Strong Buy

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