Conference Call Notes: Fluor (FLR), McDermott (MDR), and DynCorp (DCP)

November 11th, 2008 by

James Cullen

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This Day in Infrastructure (Fund my Mutual Fund, 10/13/08)

Bookkeeping: Closing Fluor (FLR) (Fund my Mutual Fund, 9/30/08)

LDK Solar (LDK) Logs 6 Million Safe Work Hours on PV Polysilicon Project (Green Stocks Central, 9/23/08)

Read more on McDermott International, Dyncorp International, Fluor at Wikinvest

See more DCP, Energy, FLR, Industrials, James Cullen, MDR, Oil and Gas | No Comments »

KBR: A Hedge Fund Liquidation Special

November 7th, 2008 by

James Cullen

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Hedge Funds Got Shellacked Again in October (naked capitalism, 11/18/08)

Hedgies Still Blowing Up the Markets, Oh My! (naked capitalism, 11/7/08)

Hedge Funds: October Performance Numbers (market folly, 11/11/08)

Read more on KBR, The Impact of Hedge Funds at Wikinvest

See more Energy, Industrials, James Cullen, KBR, Long Stocks, Oil and Gas | 4 Comments »

Back After a Bleak October

November 3rd, 2008 by

CA Editors

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See more Energy, Large Caps, Long Stocks, MRO, Oil and Gas, Stephen Frankola, VLO | No Comments »

Two Pairs Trades Capitalize on Distress

October 8th, 2008 by

James Cullen

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See more Energy, HGT, James Cullen, MWA, Oil and Gas, Pairs Trades, UNG, XTO | 6 Comments »

Interesting Week for Oil…This Time, I’m Playing for Real

September 8th, 2008 by

CA Editors

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How Oil is Actually Priced: Be Worried (Jim Kingsdale's Energy Investmen..., 9/29/08)

"Why Oil Prices Must Fall" (naked capitalism, 10/8/08)

Mexican Oil Exports Could Cease in 4 Years (Jim Kingsdale's Energy Investmen..., 11/13/08)

The End of the End-of-the-World Trade

September 4th, 2008 by

James Cullen

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Unlike Stocks, Stupidity Can’t Wipe Out Commodities (Contrarian Profits, 9/16/08)

The Professor Of Commodities (Hard Assets Investor, 9/30/08)

Investor In The Woods: The Importance Of Having A Strategy (Hard Assets Investor, 9/3/08)

Shoulda, Woulda, Coulda, Gone Long Energy

September 1st, 2008 by

CA Editors

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How Oil is Actually Priced: Be Worried (Jim Kingsdale's Energy Investmen..., 9/29/08)

"Why Oil Prices Must Fall" (naked capitalism, 10/8/08)

Battery Economics and History (Jim Kingsdale's Energy Investmen..., 11/13/08)

Read more on Energy, Oil Prices at Wikinvest

See more Energy, Oil and Gas, Stephen Frankola | 7 Comments »

Book Review: Profit from the Peak

July 27th, 2008 by

James Cullen

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Book Review: Stop Working (Dividend Growth Investor, 7/18/08)

Battery Economics and History (Jim Kingsdale's Energy Investmen..., 11/13/08)

Ultimate Fuel Cell Claimed to be Discovered by MIT Prof. (Jim Kingsdale's Energy Investmen..., 8/12/08)

Read more on Energy, Book value at Wikinvest

See more Coal, Energy, James Cullen, Oil and Gas, Reviews, Solar | 1 Comment »

When Bubbles Pop (Or Lose A Little Hot Air)

July 6th, 2008 by

CA Editors

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Coal: It’s Filthy, It Pollutes, the US Depends on It (Contrarian Profits, 7/11/08)

Strange Action in James River Coal (JRCC) (Fund my Mutual Fund, 11/19/08)

4 Big Reasons Why Coal Stocks Have Climaxed (Stock Trading To Go, 7/3/08)

Read more on Coal Power, James River Coal Company at Wikinvest

See more CNX, Coal, Energy, JRCC, KOL, Short Stocks, Stephen Frankola | 2 Comments »

Oil Majors’ Divergence from Crude At Record

June 18th, 2008 by

James Cullen

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Bubbles: Nasdaq vs. Homebuilders vs. Oil? (Kirk's Market Thoughts, 6/17/08)

How Oil is Actually Priced: Be Worried (Jim Kingsdale's Energy Investmen..., 9/29/08)

Could the Saudi Oil Meeting Matter? (Jim Kingsdale's Energy Investmen..., 6/16/08)

Read more on Oil Prices, Oil & Gas Majors, Oil & Gas Drilling & Exploration at Wikinvest

See more COP, CVX, Energy, James Cullen, OIH, Oil and Gas, PXE, XOM | 3 Comments »

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Conference Call Notes: Fluor (FLR), McDermott (MDR), and DynCorp (DCP)

KBR: A Hedge Fund Liquidation Special

Back After a Bleak October

Two Pairs Trades Capitalize on Distress

Interesting Week for Oil…This Time, I’m Playing for Real

The End of the End-of-the-World Trade

Shoulda, Woulda, Coulda, Gone Long Energy

Book Review: Profit from the Peak

When Bubbles Pop (Or Lose A Little Hot Air)

Oil Majors’ Divergence from Crude At Record