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Posted on 4/4/12 at 7:07 pm to TigerBite
thanks for the infoPosted on 4/4/12 at 7:55 pm to TigerTatorTots
I'd play it from the e&p side personally because the etfs mostly suck arse at tracking, but that's an openly debatable question depending on your time horizon. In this case, the time horizon I'm referring to is long.
Posted on 4/4/12 at 9:06 pm to kfizzle85
quote:
ETE just announced plans to build an export terminal in Lake Chuck as well.
This is a very interesting move. And I still don't know which is the better equity, ETE or ETP, nor have I done the DD to find out the exact relationship. What I do know is we do a lot of business with these guys and like them. It's nothing short of phenomenal how they've grown this business from nothing to where it is in 15 years. The fact that they are doing this makes me pause.
Posted on 4/4/12 at 9:11 pm to TheHiddenFlask
quote:
As a guy who works for one of the afore mentioned "big banks", that is the general idea.
I'm curious Flask, have you ever stated on here which one you work for?
Posted on 4/4/12 at 9:22 pm to TigerBite
Nah. I try to keep a certain level of anonymity. Some of the people I work with post on TD.
Posted on 4/4/12 at 9:24 pm to kfizzle85
quote:Right over my head
I'd play it from the e&p side personally because the etfs mostly suck arse at tracking, but that's an openly debatable question depending on your time horizon. In this case, the time horizon I'm referring to is long.
Like I said, I am brand new at this....I'm 23 and haven't done any investing other than open an IRA when I was 17 and contribute to my 401K
Posted on 4/4/12 at 9:59 pm to TigerTatorTots
Time to get to reading son.
Posted on 4/4/12 at 10:05 pm to TheHiddenFlask
quote:
Nah. I try to keep a certain level of anonymity. Some of the people I work with post on TD.
Trust me, I understand.
I'm curious what your bank's view of the LLS spread is and how long it will last? If you know the view.
Getting that info out of our meeting yesterday was next to impossible.
Posted on 4/4/12 at 10:11 pm to TigerTatorTots
If your new to investing stay away from stocks that are tied to commodities if your worried about risk and volatility (especially nat gas). If you like nat gas, find a pipeline like KMP, ETP, or EPD. I like oil producers and drillers better right now. Just bought SLB today
Bottom line: for the foreseeable future I don't want to be in a stock that counts on selling nat gas for revenue. Profit margins will be poor. I own LNG as a spec play, but would urge caution. You can get a diversified play like COP, CVX, etc that has some nat gas but more crude. High oil= higher margins.
Bottom line: for the foreseeable future I don't want to be in a stock that counts on selling nat gas for revenue. Profit margins will be poor. I own LNG as a spec play, but would urge caution. You can get a diversified play like COP, CVX, etc that has some nat gas but more crude. High oil= higher margins.
This post was edited on 4/4/12 at 10:20 pm
Posted on 4/5/12 at 2:02 am to TigerBite
Who did you meet with? BoA, BarCap, Simmons? I work in the space (upstream IB @ a big shop) and am just curious about who is touting the rare earth/LNG dynamic.
In exchange, I'll give you my thoughts on the WTI / LLS disconnect and recent correlation with Brent.
In exchange, I'll give you my thoughts on the WTI / LLS disconnect and recent correlation with Brent.
Posted on 4/5/12 at 8:14 am to TigerBite
You'd have to think that banks thumping their chests about the economy is paramount to letting inmates run the asylum, just sayin'. A wee bit of a conflict, I'd say...
Posted on 4/5/12 at 8:17 am to tigerpawl
When you get all the blame, I think you deserve some share of the credit.
Hedge funds are what added gasoline to the stock market fire, but they seem to get very little blame for it.
Hedge funds are what added gasoline to the stock market fire, but they seem to get very little blame for it.
Posted on 4/5/12 at 8:52 am to TheHiddenFlask
Hedge funds don't have get the blame for speculating, but the extra efforts they've spent doing so last year didn't amount to a whole lot for funds like Paulson who lost 50% in 2011. I would be willing to bet the average retail investor out performed last year through passive management
Posted on 4/5/12 at 9:14 am to greenhead11
I'll take that bet.
This post was edited on 4/5/12 at 9:30 am
Posted on 4/5/12 at 9:53 pm to tigerpawl
quote:
You'd have to think that banks thumping their chests about the economy is paramount to letting inmates run the asylum, just sayin'. A wee bit of a conflict, I'd say...
I said that you can't believe everything the banks say because they usually have a trade on, but they do an unbelievable amount of research to back their positions.
They had no reason to exaggerate the economy to us. If nothing else, they'd tout it going to crap so we'd put on a hedge with them. That wasn't the case. The depth and breadth to which they study the movements of products, currencies, commodities, etc. would surprise you.
Posted on 4/5/12 at 9:57 pm to Athanatos
Athanatos - I'll get back to you. Will be mostly out of pocket for the next few days, but I'm interested in discussing further. I also have to figure out how proprietary the info they provided is as I can't damage our relationship. Mentioning the general info is one thing, but outing the bank may be another as I'm sure you'd understand.
Posted on 4/5/12 at 10:47 pm to TigerBite
Email it to me @ Thehiddenflask at gmail and I will forward it to him.
Posted on 4/6/12 at 1:09 am to TigerBite
How would you go about forecasting oil production in California from now through 2020?
In the middle of model calibration at work -- and it's one beast of a model to calibrate...
Also, how do you think the potential shale play in San Joaquin will develop? Too any environmental regulations to make it work? In a couple months me and our oil/gas analyst at work plan to do a research note addressing that very issue.
In the middle of model calibration at work -- and it's one beast of a model to calibrate...
Also, how do you think the potential shale play in San Joaquin will develop? Too any environmental regulations to make it work? In a couple months me and our oil/gas analyst at work plan to do a research note addressing that very issue.
This post was edited on 4/6/12 at 1:11 am
Posted on 4/6/12 at 2:02 am to Tigahs
I can't answer your question, but I can only say that I've seen the SJ pop up more and more frequently in terms of news information regarding activity in that area. From the information I've come across via a few companies that more or less seem to be randomly drilling in that area (some focused in west Texas, another Marcellus/Utica but had activity in that area), the wells they have there they sounded very high on on their conference calls, but the flow rates per well seemed really low relative to the other domestic basins currently being explored. Although, I don't recall off the top of my head what kind of costs those SJ wells had, so they very well may be more economic than others. I will probably go back and read through some stuff tomorrow just out of curiosity now.
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