Peanut's Potent Plethora of Profit

[peanuts]

I'll be compiling a list of companies with enough exposure to the play that will make a difference. For now, RRC, NBR, TLM, UPL, XCO should give you a good start in your own research.

I'm still sticking with the companies referenced earlier and adding a few others. Some have more direct exposure to Marcellus, but some cannot be considered "pure plays" as they are more diversified in their exploration activities or product mix:

Companies with a high ratio of Marcellus exposure to total assets:
RRC, UPL, SM, REXX, EQT, TENG.ob, GST

More diversified companies having some stake in the Marcellus shale:
NBR, TLM, XCO, BHI, CHK, COP, APC, SWN, PVA, COG, HES, CRZO, D, MRO, NFX, CNX, SGY

There is no particular order to this list. I did the base level research, it's up to you to decide how you want to invest in this opportunity. But I can promise you that there is nothing stopping the expansion of the activity in the Marcellus Shale region. I also promise that this is just the beginning of the development and we have decades upon decades left to go.

Start your 2011 off on the right foot and get some Marcellus exposure to your long term portfolio.

[billyjoe]

Peanuts,
From the high exposure group VV likes UPL and SM. Although SM has by far a better rating both are rated a buy although they say SM is overvalued and UPL is undervalued.

----------billy

[peanuts]

Peanuts,
From the high exposure group VV likes UPL and SM. Although SM has by far a better rating both are rated a buy although they say SM is overvalued and UPL is undervalued.

----------billy

UPL is one of my top 5 from the entire list.

[peanuts]

I'm still sticking with the companies referenced earlier and adding a few others. Some have more direct exposure to Marcellus, but some cannot be considered "pure plays" as they are more diversified in their exploration activities or product mix:

Companies with a high ratio of Marcellus exposure to total assets:
RRC, UPL, SM, REXX, EQT, TENG.ob, GST

More diversified companies having some stake in the Marcellus shale:
NBR, TLM, XCO, BHI, CHK, COP, APC, SWN, PVA, COG, HES, CRZO, D, MRO, NFX, CNX, SGY

There is no particular order to this list. I did the base level research, it's up to you to decide how you want to invest in this opportunity. But I can promise you that there is nothing stopping the expansion of the activity in the Marcellus Shale region. I also promise that this is just the beginning of the development and we have decades upon decades left to go.

Start your 2011 off on the right foot and get some Marcellus exposure to your long term portfolio.

REXX bought today... I like this price dip on a quality company. Buy when they're scared, right?

[em26jamie]

REXX bought today... I like this price dip on a quality company. Buy when they're scared, right?

Nice pick. Up over 15% in a week.

[peanuts]

I just went long MWN for a short term trade as I feel that the market, in general, is a bit overheated considering everything going on... in at $35.20

MWN is 3X bear mid-cap: http://stockcharts.com/h-sc/ui?s=MWN...d=p79145806903

[peanuts]

I just went long MWN for a short term trade as I feel that the market, in general, is a bit overheated considering everything going on... in at $35.20

MWN is 3X bear mid-cap: http://stockcharts.com/h-sc/ui?s=MWN...d=p79145806903

Only got 5% on this with a trailing stop.

Market going higher, now... I like energy and miners at the moment.

FCX is a spectacular value. Lots of stuff in the ground to pull out and process. Maybe they can even do it safely and without destroying the environment

[peanuts]

market to push higher still

X marks the spot!

I'm beginning to like the steel sector again... just bought a starter position in X and some leaps, too.

FCX still looks golden

[billyjoe]

Peanuts,
I've got some CHK and just received their annual report today. Despite being down $3 per share I think the future looks bright. It looks like you live right on top of the Marcellus Shale deposit. CHK leases 1.7 million acres in the deposit and estimates they can drill 21,000 wells there if needed.
How does Chesapeake's future look to you? I'm willing to hold for years. Thanks

--------------billy

[peanuts]

Peanuts,
I've got some CHK and just received their annual report today. Despite being down $3 per share I think the future looks bright. It looks like you live right on top of the Marcellus Shale deposit. CHK leases 1.7 million acres in the deposit and estimates they can drill 21,000 wells there if needed.
How does Chesapeake's future look to you? I'm willing to hold for years. Thanks

--------------billy

I think you'll be handsomely rewarded for your investment with Chesapeake.

I would expect their leasing and drilling to only increase in Marcellus. And their diversification keeps these guys awash in money.

[peanuts]

Why does it feel like the market wants to drop 700 points in a day very soon? Why isn't the VIX up? The same market mechanisms in place earlier this year seem to be switched off.

I'm making a prediction for June:

Either volume is going to go in the toilet, or there will be a mini-crash (500+ pt per day) move in the Dow. Hopefully, we avoid a much larger (yet possible), and further reaching crash.

Let the wagers come to the counter.

[peanuts]

Trading the Future

Well, I tried to get some help from other here a few months back when I asked about trading the future... i.e. analyzing the potentiality of certain events, and then placing bets. To make a long story short, my research keeps bringing up "hits" regarding energy alternatives.

Based on this, I narrowed my investigation to areas which I could find good information, and then to areas which have major financial backing which should push the technology to the forefront.

Bottom line... Condensed natural gas (CNG) will be a major alternative to gasoline.

Think about this for a little bit of time. It all makes perfect sense if you line up the fundamentals. Gasoline's raw material is oil, which is becoming a source of worldwide financial and civil disruptions. The raw material of CNG is natural gas. Something of which the USA has unquantifiable amounts. It is cheap, has very elastic supply dynamics, and does not cause wars. Natural gas is the anti-oil.

And the plays off of this are vast... from gas producers, to well service companies, to refiners, to fueling stations, to car makers, to part suppliers, to service professionals, and the list goes on. It makes too much sense to NOT be done. And this is why there is serious money behind this. Tons of money has been spent in just the development of bringing CNG to the US public. Much more money is going to be spent to ramp up the building of infrastructure needed for this industry to compete with oil. But, once that point is reached, oil doesn't stand a chance against CNG.

If you haven't seen one yet, you will see a CNG refueling pump within the next 5 years. In 10 years, they will be commonplace. In 15 years gasoline stations will have mostly CNG pumps. Any time that you take a taxi or a bus, it will be powered by CNG.

So, I decided to go with a long term play. I bought Clean Energy (CLNE) at $13.00 a share. I'll see what it does in 10 to 15 years.

[peanuts]

...I'm making a prediction for June:

Either volume is going to go in the toilet, or there will be a mini-crash (500+ pt per day) move in the Dow. Hopefully, we avoid a much larger (yet possible), and further reaching crash...

So far, this is perfect information, l&g.

[riverbabe]

So far, this is perfect information, l&g.

Pea, I've been in cash since the middle of May. Thank God.

http://www.stocktiming.com/Monday-DailyMarketUpdate.htm

[riverbabe]

Uh-oh Natural gas

This doesn't sound good.

http://www.nytimes.com/2011/06/26/us/26gas.html?scp=4&sq=natural%20gas&st=cse