Longterm Investing
A place to put my posts
博文
(2010-11-15 08:40:09)
Mybaby!IshouldhaveboughtmoreonlastFridayseeingitsstrongperformanceinadownmarket,butmyfundisstillstuckatatpg,Iamplanningtomovesomefundover.ATPGprobablyneedsseveralweeks,monthstohavearest,itdependsonpermitissuanceandnewwelldevelopment.[閱讀全文]
(2010-11-08 20:04:38)
justkeepcoming,Iloveit!!!!
fromyahooatpgboard:http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=te&bn=1612&tid=101384&mid=101384&tof=4&frt=2#101384
1.TheFirstPermittoDrillaNEWWELLinDeepWatersgoesto...BHP
http://www.gomr.boemre.gov/homepg/fastfacts/apdform/apd.asp?-9729
2.TheFirstRevisedNewWellpermitwentto:Chevron
3.thefirstSidetracktoSGY(ItisatAmberjac...[閱讀全文]
fromyahooatpgboard:http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=te&bn=1612&tid=101384&mid=101384&tof=4&frt=2#101384
1.TheFirstPermittoDrillaNEWWELLinDeepWatersgoesto...BHP
http://www.gomr.boemre.gov/homepg/fastfacts/apdform/apd.asp?-9729
2.TheFirstRevisedNewWellpermitwentto:Chevron
3.thefirstSidetracktoSGY(ItisatAmberjac...[閱讀全文]
(2010-11-08 16:47:57)
Itisbad,itlookslikenotaprepackagedBK.
AsofJune30,ithad$1.62billionindebt.Assetswerelistedinbankruptcycourtdocumentsas$394.5million.
thatisabout0.24（394.5/1620）onadollar。Iwentbackintoabk\'sseniordebtat4.35,whichisabout0.17(4.35/25)onthedollar.ifattorneyfeeskyrocketsintheprocess,thenwhoknowshowmuchcouldbeleft,butifitisaquickprocesswemaystillgetsomemeaningfulleftovervalue.Thekeyvalueisstil...[閱讀全文]
AsofJune30,ithad$1.62billionindebt.Assetswerelistedinbankruptcycourtdocumentsas$394.5million.
thatisabout0.24（394.5/1620）onadollar。Iwentbackintoabk\'sseniordebtat4.35,whichisabout0.17(4.35/25)onthedollar.ifattorneyfeeskyrocketsintheprocess,thenwhoknowshowmuchcouldbeleft,butifitisaquickprocesswemaystillgetsomemeaningfulleftovervalue.Thekeyvalueisstil...[閱讀全文]
(2010-11-08 07:25:38)
tryingtoholdmysharesuntiltheybreak20.Ialreadyhavesososomuchatpg,Ihavetokeeptellingmyself:no,no,no,nomoreatpg,please,donotbuymore.sittingonthesideline,watchingsharessoaring,workingwithmygreedisnotaneasyjob.[閱讀全文]
(2010-11-07 22:27:04)
onit'snewwellproductionresult.Ibelieveatpgwillbeabove20inashorttermifgeneralmarketholds.
ThisiswhatSwizzledfromfool.comhastosay:
"Ithinkitisprettysimplethistime.
Theyhaveawellproducingat12kperday86%oil.Weexpected7kperday.
AllofQ3was21kperdayanditwas60/40oilgas.
Thenewwellalonewillbeover$300milinannualrevenuewith$80oil.
Theentirecompanyproductionat21kperdaywasjustover...[閱讀全文]
ThisiswhatSwizzledfromfool.comhastosay:
"Ithinkitisprettysimplethistime.
Theyhaveawellproducingat12kperday86%oil.Weexpected7kperday.
AllofQ3was21kperdayanditwas60/40oilgas.
Thenewwellalonewillbeover$300milinannualrevenuewith$80oil.
Theentirecompanyproductionat21kperdaywasjustover...[閱讀全文]
(2010-11-04 14:49:07)
FEDwillbedefinitelyinthemarkettobuybondstomorrow.Howeverwiththedeterminationshown,wearenowmorecertainthatdeflation/doubledipislesslikely,inflationiscoming.Moderneconomyisallaboutconfidence,whatpeopleexpectsusuallyturnsouttobetrue.Sonow,nobodyisshoutingcashisking!,thatiswhatFEDwantstochangefromthebeginning:everybodyholdsontotheircash,actslikeastrippednakeddeadturkey,donotknowwheretomove.
Westil...[閱讀全文]
Westil...[閱讀全文]
(2010-11-04 10:56:24)
Thiscouldbethenextwarafteratpg,Godblessme![閱讀全文]
(2010-11-04 10:37:15)
Iboughtatpg14.52on10/27atthen200daySMA,intendedforaquickprofit,butinstead,Iwasstrugglingunderthewaterforaweek,avery,veryunordinaryweek,alotofbrothersareadvertisingbigplungeforthiseventfulweek,lookingatsteepclimbingcurveofgeneralmarket,Iamfrightenedtoo.Thethingfinallysavedmeisvalueinvesting,ismyfaithonvalue,ismycommitmentthatIamwillingtopayinterestonmymarginuntilthedayATPGgetsanotherwellonproductio...[閱讀全文]
(2010-11-04 09:59:55)
sold80cocoJan112.5putsat0.35,likekankan7,Ipreferriskierstuff.haha.Imaybuysomestocksprettysoon,butIkeepremindingmyselftotradeontherightside.Thelastbadcatalystisthecominggainfulemploymentrule,butwithintensenegativeexpectationoneducationstocks,educationstocksmayjumpwhentheruleisactuallyannounced.Iwillbuymoregradually.bothstraandcoco,Iguess.[閱讀全文]
(2010-11-04 09:12:01)
Justboughtakfat4.35,akfisabk\'sseniorbond,Ialsohavesomeleftoverabkshares,soIambettingonaquickprepackagedbankruptcy.Thosewhoarerelyingonfixedincomearedumpingakfnowsinceitisuncertainnowwhentheywillbeabletogetnextinterestpayment.TheremaybestillacoupleofmonthsbeforeabkentersBK,alotofthingscanhappeninbetween.
Onprofessionalmarket,abk\'sbondisstillfetchinggoodprice:
http://cxa.marketwatch.com/fi...[閱讀全文]
Onprofessionalmarket,abk\'sbondisstillfetchinggoodprice:
http://cxa.marketwatch.com/fi...[閱讀全文]
