Some Insiders are Killing it- Everything is UP- Week Ending February 7, 2020

Wow- did you see our pick of the week, Groupon?  Groupon rocketed over 50% Friday on better than expected quarterly earnings and an enormous short squeeze. GRPN traded 13 times normal volume which…


The week ahead April 1st 2013*

There will be much talk about how the market (S&P 500)closed at an all time high on last Friday. That's yesterday's news.  Let's take a look at the week ahead. April 1:  The market has had an…


Most technicals look poor

I find few stocks in our portfolio that look like they are headed higher in the immediate future.   Even though oil has had a sharp and steep decline, prices still look like they have room to drop.…


Superior Energy Services, is it all a sector story? Score Zero

This is a checklist I use to quickly come to a conclusion on a stock.  I score a stock, each line getting a 1, 0, or -1.  A stock  that scored 1 on each line would be a perfect 10.  Buy it! Some of…


Why Do You Hate The Oil Sector? And Yes, I Do Mean You..

Watching SLB trade lower and lower is what I'm talking about.  Watching HES and HAL trade into the red is what I'm talking about. Watching BAS get crushed is what I'm talking about.  The market hates…


J.P. Morgan-" Trading at practically unthinkable valuation levels, Halliburton has by far the most upside.."

I've been losing money on Halliburton for the last month but probably not as much as J.P. Morgan clients.  If you would like to view this report in its entirety , you should call your J.P. Morgan…


Energy Shares Suffer 'Gas' Pangs - WSJ.com

I thought this article was interesting.  The drilling companies represent outstanding value and we are long HAL, BAS, SPN.  Good American know how at bargain basement prices.   Energy Shares…


Drill baby drill will be the U.S. national anthem

If oil is cut off from Iran, it could also impede supply in Iraq as Iran will use it's influence to cause chaos wherever they can.  There is significant potential for an Israeli strike against Iran…