ValueInvestor

Comment Stream » DBO

Comment Stream
Filter comments by:
Highest rated Latest comments
  • Saudis Try to Re-Invent the Internal Combustion Engine
    Europe already has vehicles that get 40-50 mpg using clean diesel. Why North America doesn't do the same thing is mind boggling.

    The N.A. people tend to have a preconceived notion that all diesel is dirty, but the new low-sulfur diesel is just as clean as gasoline. The simple fact is that diesel is much more fuel efficient but we're afraid of it due to poor stereotypes. If Ford and GM were allowed to bring their EU models to N.A. there would be a big enough increase without a new ICE and they'd be able to meet congresses new fuel standards without reinventing their N.A. models.
    Dec 10 14:58 pm |Rating: +2 -3 |Link to Comment |View article
  • Oil: Major Short Squeeze Around the Corner?
    What is this short squeeze based on? Nothing?

    I've just looked at the CFTC's commitment of traders report and both the commercial and large spec traders are net LONG, not SHORT. While this doesn't distinguish between contract months, it certainly gives a good picture of the overall crude oil market. In the event of a near month squeeze you'd probably see a one or two day squeeze followed by more selling. The same thing happened in September when all the newswires reported "oil up $25" but then failed to say "oil down $25" the next day.
    Dec 08 16:43 pm |Rating: +2 0 |Link to Comment |View article
  • Oil Won't Drop Forever
    "Oil Won't Drop Forever", wow, how insightful. Nice article Captain Obvious.
    Dec 04 14:36 pm |Rating: +1 0 |Link to Comment |View article
  • Oil Breaks Below $60
    OilGasMiner,

    Remember, the OPEC cuts are just something they tell the press. The actuall cuts could never happen or actually increase in some situations. What OPEC says and does are two completely different things. They're notorious for it.

    If you think about it, why would a guy like Chavez cut production when he needs high income to pay for all his social programs? I would imagine he would ignore all OPEC production guidelines and simply pump as much as possible.

    Nov 12 11:58 am |Rating: 0 0 |Link to Comment |View article
  • Oil Analysts Down For The Count
    Analysts of any sort have similar batting averages as weather men. Remember, that's why they're analysts and not portfolio managers.
    Nov 06 12:17 pm |Rating: 0 0 |Link to Comment |View article
  • Why Oil and Gold Are Headed Much Higher
    $225, ya right.
    Oct 20 13:50 pm |Rating: 0 0 |Link to Comment |View article
  • Oil May Trade in the $80-100 Range for a While
    I just want to say your Headline is wrong. It should read Oil MIGHT Trade ... Of course Oil may trade between 80 and 100. May implies permission, and obviously the commodity is allowed to trade where ever it wants. Might implies probablility. I would think someone that writes articles would know better.
    Sep 19 11:05 am |Rating: +1 0 |Link to Comment |View article
  • Bespoke's Commodity Snapshot (9/2/08)
    Orange Juice and Sugar are my bets to go up significantly in the next year or so.
    Sep 02 14:24 pm |Rating: 0 0 |Link to Comment |View article
  • Oil Price Targets
    Marcus,

    You're right. He's one of the few that have their own opinions. Everyone else just seems to be moving with the heard.
    Jul 25 17:05 pm |Rating: 0 0 |Link to Comment |View article
  • Oil Price Targets
    Analysts are notoriously terrible at predicting anything and everything. I've seen it over and over again where an analyst changes his/her prediction of oil, gold, copper, nickel, etc just because the near term price has moved up or down. They simply keep their prediction in line with current prices instead of making a serious prediction and sticking to it. They all look across the street and say "What did Jim predict? I guess I'd better stay in line with him."

    Geez, when Oil was at $140 you could hear every analyst on the block saying "Its going to $200", and now that its back down to $125 they're saying "Its going to $100". Silly.
    Jul 25 13:24 pm |Rating: 0 0 |Link to Comment |View article
  • The Oil Shortage, and Other Fairy Tales
    I love the refinery argument people always try to use. The fact is, sure we haven't built any new refineries in a long time, but the existing ones have expanded production to the point were its essentially like building new ones. Also, refinery capacity is usually 85-90%. There are no shortages of refineries in the US today. Its all just another bogus argument people like to throw out there when they like to act like they know what they're talking about.

    How do people explain the price of Oil being higher now than it was in the late 70's when a real shortage was taking place. There aren't gas stations running out of oil or tankers lining up at docks ready to reload. Its all hocus pocus.
    Jul 07 18:11 pm |Rating: 0 0 |Link to Comment |View article
  • Why the Fed Should Leave Interest Rates Unchanged
    The DOW is a joke of an index. Whenever a company is in poor shape they remove it from the index and add a good one. Its totally rigged.

    Only the S&P 500 or 1000 are legitimate indexes IMO.
    Apr 29 17:28 pm |Rating: 0 0 |Link to Comment |View article
  • The Crude Oil Price Disconnect
    With such large profits at stake, I wouldn't doubt for 1 minute that these huge energy companies have their own trading room full of guys that try to manipulate prices and keep them as high as possible. If Enron could do it why couldn't a multi billion dollar oil company? Its in their best interest.
    Apr 29 14:48 pm |Rating: 0 0 |Link to Comment |View article

ValueInvestor's Comments Stream Stats

  • 89 Comments, 22 , 9
  • Total Comment Stream rating - = 13