There is a pretty steady accumulation of shares going on in the energy sector. Some are making massive multi million dollars bets on their company’s stock prices…
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Category: Premium Articles
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Subs: Saturday’s Links
Below is the bolded section that is interesting. In approving the damages claim to go ahead in the District Court, The Appellate court gave Lambreth some guidelines.
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Subs: Wednesday’s Links
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Subs: Pzena Commentary
Richard Pzena: Pzena Investment Management, Inc – Chairman, CEO and Co-CIO
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Subs: Finally……..
One can only sit back and wonder how much better the finances of the company and how much higher the market share of Kenmore would be had this been done years ago………
“Of the natural gas consumed in the U.S., about 40 percent moves on KMI pipelines” and the amount of gas produced and shipped via pipelines in the US just keeps rising….
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Subs: Friday’s Links
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Subs: Bank of America
The thesis continues to unfold…………
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Subs: DC Circuit and 6th Circuit
Some interesting and positive developments
So the house budget is out and while sparse on details, it does provide some information on their plans for the GSE’s.
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Subs: Transco Expansion
WMB’s Transco pipeline is a monster (it is in fact the largest nat gas pipeline in the US). The article below illustrates its scope and its potential. The Marcellus Shale formation is currently log jammed with capacity unable to get to end users, especially in the SE. Several significant expansions on Transco by Williams will allow gas to come out of storage in Marcellus and to end users.
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Subs: Rig Count and Oil Prices
“Davidson” submits:
The Baker Hughes Rig Count rise has been one of psychological drivers of lower $WTI thinking.
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Subs: GGP Buys Sears Locations
The bear case here has long been that SRG would get too many SHLD locations “dumped” on them by SHLD and this would overwhelm the company and management. This goes back to the value of SHLD’s real estate.