Comments on: Best Energy Stocks – Oil & Gas Calls for 2008 http://www.jimvesting.com/best-energy-stocks-oil-and-gas/ Making Money Online | Blogging Tips Sat, 13 Mar 2010 16:46:58 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Jim http://www.jimvesting.com/best-energy-stocks-oil-and-gas/comment-page-1/#comment-1426 Jim Sat, 24 May 2008 20:22:30 +0000 http://www.Jimvesting.com/?p=179#comment-1426 Thanks Charles, I'll be keeping an eye on Southwestern come second quarter earnings season. Thanks Charles, I’ll be keeping an eye on Southwestern come second quarter earnings season.

]]> By: Charles http://www.jimvesting.com/best-energy-stocks-oil-and-gas/comment-page-1/#comment-1425 Charles Sat, 24 May 2008 20:10:03 +0000 http://www.Jimvesting.com/?p=179#comment-1425 I'm trying to figure out who posted anonymously, I'm betting with a high probability it was Rishin. Great picks, although I'd probably swap the rankings of Noble versus Transocean just based on margins and the fact that 73% of Noble's drill days next year are already booked guaranteeing revenue and taking a lot of risk out of the business. Apache and Southwestern are going to surprise a lot of people due to their involvement in natural gas (APA's business is 65% and SWN's business is 95%) Southwestern doesn't hedge as much as other companies and the run up in natural gas prices will allow them to beat Q2 consenus EPS of $0.32, especially considering their Q1 EPS was $0.31 when natural gas was only $9.00, not $11.50 as it is today. I’m trying to figure out who posted anonymously, I’m betting with a high probability it was Rishin.

Great picks, although I’d probably swap the rankings of Noble versus Transocean just based on margins and the fact that 73% of Noble’s drill days next year are already booked guaranteeing revenue and taking a lot of risk out of the business.

Apache and Southwestern are going to surprise a lot of people due to their involvement in natural gas (APA’s business is 65% and SWN’s business is 95%) Southwestern doesn’t hedge as much as other companies and the run up in natural gas prices will allow them to beat Q2 consenus EPS of $0.32, especially considering their Q1 EPS was $0.31 when natural gas was only $9.00, not $11.50 as it is today.

]]> By: Jim http://www.jimvesting.com/best-energy-stocks-oil-and-gas/comment-page-1/#comment-1424 Jim Fri, 23 May 2008 02:28:08 +0000 http://www.Jimvesting.com/?p=179#comment-1424 @ NLF: We no longer hold APC, I think that was a mistake. Please note that Apache is a perform rated company, I would have pitched XTO again but have already done so. What can I say, we hold great companies in the Nittany Lion Fund ;) @ NLF: We no longer hold APC, I think that was a mistake. Please note that Apache is a perform rated company, I would have pitched XTO again but have already done so. What can I say, we hold great companies in the Nittany Lion Fund ;)

]]> By: NLF http://www.jimvesting.com/best-energy-stocks-oil-and-gas/comment-page-1/#comment-1423 NLF Thu, 22 May 2008 20:38:02 +0000 http://www.Jimvesting.com/?p=179#comment-1423 You know I find it funny that all your energy reccomendations are the same ones held by the Nittany Lion Fund...I would have to wonder these were really yours or not :wink: You know I find it funny that all your energy reccomendations are the same ones held by the Nittany Lion Fund…I would have to wonder these were really yours or not :wink:

]]> By: Flimjo http://www.jimvesting.com/best-energy-stocks-oil-and-gas/comment-page-1/#comment-1422 Flimjo Thu, 22 May 2008 15:45:05 +0000 http://www.Jimvesting.com/?p=179#comment-1422 Good picks here. Investing in energy stocks right now is important in order to hedge one's losses elsewhere. Flimjos last blog post..<a href="http://feeds.feedburner.com/~r/flimjo/HMUC/~3/295840520/" rel="nofollow">Win 2,000 or 15,000 Entrecard Credits</a> Good picks here. Investing in energy stocks right now is important in order to hedge one’s losses elsewhere.

Flimjos last blog post..Win 2,000 or 15,000 Entrecard Credits

]]>