GBA Presents: THE GREEN MARKET

Discussion in 'Stocks' started by stonedinvestor, Sep 13, 2021.

  1. This is an interesting way to look at things-

    • In a note Monday, Morgan Stanley's Devin McDermott argued that North American oil stocks are "pricing in" $64 WTI (NYSEARCA:USO).
    • McDermott argues that while front-month pricing of $115+ may be driven by politics, the two-year strip of futures prices has already risen to ~$94.
    • On McDermott's numbers, Canadians Suncor (NYSE:SU) and Cenovus (NYSE:CVE) are the least expensive names in his coverage, and appear to be priced for $53 and $57 WTI, respectively.
    • Meanwhile, Marathon (NYSE:MRO) and Devon (NYSE:DVN) price in $81 and $76 WTI, in Morgan Stanley's view.
    SU priced for $53 seems like a bargain.>
     
    #6541     Mar 7, 2022
  2.  
    #6542     Mar 7, 2022
  3. Damn it I screwed up. Limp wrist handshake. Me of all people. I didn't know whether to shake hands it's awkward, the virus has done this to us-- the girl is here to model jewelry -- and her hands were sooooo lathered up. Lotion X 10... I just kind of slipped out... oddly sexual... but in a bad way.
     
    #6543     Mar 7, 2022
  4. :mad: ADM up another $3 shoot me.

    Why did I not pull off that trade! The market is crashing... that's no excuse.
     
    #6544     Mar 7, 2022
  5. Mexco Energy trading halted, volatility trading pause

    9:42 am Van. What was the story?
     
    #6545     Mar 7, 2022
  6. $29.70---->HOD

    Mexco Energy Corporation (MXC)
    25.27+0.33 (+1.30%)<------?
    As of 12:17PM EST.
     
    #6546     Mar 7, 2022
  7. And their she tips over.. Knew It!

    Van I shorted you some at $141

    Cheniere Energy, Inc. (LNG)
    136.06-3.57 (-2.56%)
    As of 12:19PM EST.
     
    #6547     Mar 7, 2022
  8. [​IMG]
    ‘I think we’re going to see some spectacular returns,’ says ARK’s Cathie Wood and I also think the earth is flat.
    [​IMG]
    ‘I think we’re going to see some spectacular returns,’ says ARK’s Cathie Wood
     
    #6548     Mar 7, 2022
    vanzandt likes this.
  9. Upside Down H&S pattern- $37-$38 would be my buy point/ risk reward here is good. This probably stops at $38. Upside-$60

    Tourmaline Oil Corp. (TRMLF)

    40.68+0.46 (+1.13%)
    As of 12:08PM EST.
     
    #6549     Mar 7, 2022
  10. Ebay is going back to $60 but there's work to be done at that price.
    For this move Van consider putting a sell in on their analyst day maybe $59.50

    eBay Inc. (EBAY)
    55.77+0.11 (+0.20%)
    As of 12:28PM EST. Market open.
     
    #6550     Mar 7, 2022