grahamsway’s Activity

Mon Jun 30

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Article

grahamsway published an article 1:40 PM

Who Will Win the Lightweight Vehicle Transition?

Car and truck makers are looking to produce lighter vehicles. While they've traditionally used mostly steel, delivered by firms such as U.S. Steel, less weighty aluminum or advanced composites, supplied by companies like Alcoa and Hexcel Corp., are [more]

Fri Jun 13

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Article

grahamsway published an article 12:48 PM

3 Stocks That Could Gain From a Natural Gas Drilling Revival

An increase in natural gas drilling may be coming. But who will gain the most from such a resurgence? While producers would likely get a boost, service providers such as Baker Hughes, National Oilwell Varco, or Superior Energy Services could prosper [more]

Sat May 31

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Article

grahamsway published an article 12:02 PM

Are Chinese Energy Producers a Good Choice for Income Investors?

The search for yield has forced investors to look in some unfamiliar places. Generous payouts, seemingly backed by a national interest, may make major Chinese oil and gas producers like China Petroleum & Chemical, PetroChina, and CNOOC intriguing [more]

Sat May 24

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Article

grahamsway published an article 3:16 PM

Clearing the Confusion About Gasoline Retailing

It seemed pretty clear. The oil and gas industry was intent on divesting its gasoline retailing businesses. Then Energy Transfer Partners and Marathon Petroleum made some significant buys in the sector. Has something changed? Is gasoline retailing [more]

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Boards Post

grahamsway replied to the Oil and Gas board. 12:42 AM

Re: A serious consideration

<In the later life of the wells, unconventional production can be much superior to conventional production.>

You may be right but I will need to see it. Everything I've seen so far indicates the opposite. I guess time will [more]

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Boards Post

grahamsway replied to the Oil and Gas board. 12:24 AM

Re: A serious consideration

<It would be one thing if you hadn't just argued that these wells are different and we just don't know yet, which to a point is a valid argument I would think, but the we just don't know yet should apply across the board and not only to support [more]

Fri May 23

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Boards Post

grahamsway replied to the Oil and Gas board. 12:35 PM

Re: A serious consideration

"the ongoing operating cost of pumping the mix into a shale play to get the stuff out"

Once all the easy oil is extracted and you get serious depletion, much of the time the wells need to be refractured if the producer wishes to [more]

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Boards Post

grahamsway replied to the Oil and Gas board. 11:58 AM

Re: A serious consideration

<If it then levels at 30 for several years, it will generate in the neighborhood of $600k per year in profits.>

I agree that conventional wells can be profitable long after peak production. But unconventional is a [more]

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Boards Post

grahamsway replied to the Investing Beginners board. 11:21 AM

Re: Mutual fund action?

< I really don't know much about investment at this point,>

Hi rain,

Here's my take.

If you are thinking about starting to invest with a Roth or otherwise and you want to do OK, the first thing is you're going to need [more]

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Boards Post

grahamsway replied to the Saul's Investing Discussions board. 10:45 AM

Re: Direct TV Vs Netflix

<Now if only they can wrestle away the Nfl Sunday ticket away from Direct Tv, wouldn't that be something?>

That would be huge for Netflix and you bring up an interesting dynamic I haven't thought of.

Maybe NFLX should try to [more]

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Boards Post

grahamsway replied to the Oil and Gas board. 10:31 AM

Re: A serious consideration

< Granted, the shale wells decline rapidly, but the production also often stabilizes at a lower, but very consistent rate. With very low declines, these wells often have a VERY long time to throw off the remaining cash and profits. [more]

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Boards Post

grahamsway replied to the Oil and Gas board. 10:20 AM

Re: A serious consideration

<...some of the development being done in the Bakken shale. These are very expensive wells, but so far are all looking not only economic but very profitable.>

The Bakken is going to be interesting. I'm assuming since it's one region [more]

Thu May 22

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Boards Post

grahamsway posted to the Boyd Gaming Corporation board. 9:16 PM

SGMS interesting

Interesting.

Apparently, Mr. Perelman boosted his stake with another 1mm shares.

[more]

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Boards Post

grahamsway replied to the Boyd Gaming Corporation board. 9:11 PM

Re: Maybe NY???

From the article:

"The developers of a proposed casino in Albany have agreed to make the Chickasaw Nation in Oklahoma the operators of the gambling hall envisioned near Exit 23 of the Thruway, according to Albany Mayor Kathy [more]

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Boards Post

grahamsway replied to the Value Hounds board. 9:05 PM

Re: Goldman on Kinder

For what it's worth, KMI does look interesting

http://www.fool.com/investing/general/2014/05/15/why-investo...

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Boards Post

grahamsway replied to the Saul's Investing Discussions board. 9:01 PM

Re: Direct TV Vs Netflix

Hi Gerald,

When coming up with a comp value between NFLX and DTV, its not only subs but how much top & bottom line those subs generate.

I looked at it a while ago:

[more]

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Boards Post

grahamsway posted to the Oil and Gas board. 8:53 PM

A serious consideration

I've been pretty skeptical about how much of a long-term boost shale will provide.

[more]

Fri May 16

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Boards Post

grahamsway replied to the Boyd Gaming Corporation board. 2:12 AM

Re: Macau

Saw this interview by Jim Chanos, a pretty sharp guy.

http://video.cnbc.com/gallery/?video=3000276110

He's been wrong before but I still think Macau's something to watch [more]

Thu May 15

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Article

grahamsway published an article 11:29 PM

Can Activist Investing Boost Shares of This Canadian Energy Producer?

Talisman Energy has been an oil and gas sector underperformer, but activist investor Carl Icahn thinks it has some potential. It's an opinion similar to his initial take on Chesapeake Energy, where the share price has almost doubled since he first [more]

Sun May 11

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Boards Post

grahamsway replied to the Saul's Investing Discussions board. 11:30 PM

Re: Thoughts on the Estimates Game

Saul, excellent post I thought.

In my opinion, among the two most useless words in investing are "analyst estimates".

Logically one would think that beating or missing analyst estimates would be more an indicator about the [more]

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Very First Post Re: Hagstrom on Buybacks (12/15/2012)
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