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To: E_K_S who wrote (117887)2/7/2014 10:37:51 AM
From: Jane4IceCreamRespond to of 118717
 
I have been very busy with my own business this week at a trade show.

Still own most my SFY.

Added some more HERO this morn and traded it yesterday after earrings on the opening bell surge.

I bought some NE this morn on the chart that look like a bottom might be in…..bought at 30.12. Offshore driller that I believe is now undervalued and definitely oversold.

Still suspect of HK…..

Just bought some CHK at 24 hope i want it.

Looking hard at XCO, UPL, maybe SD.

Own GTE among others in my long term accounts.

Jane



To: E_K_S who wrote (117887)2/7/2014 10:39:43 AM
From: Biotech JimRead Replies (1) | Respond to of 118717
 
Though your post was not directed to me, since I have been building positions in HK and XCO, I will comment.

HK does have a nice but limited activity board on IV, and a couple very knowledgeable posters, particularly RoughRIce who digs up lease and production data for HK. Cash flow for HK should be increasing significantly this year. To me it looks like HK's price has bottomed, but I have been wrong on this one before. They have and are now buying up properties in the Tuscaloosa Marine Shale, and Floyd Wilson has stated publicly that they are watching this play quite closely - there are some difficulties in this area but some strong successes. For XCO the recent money raise ($5/share with no bankers fees) will help operations and Wilbur Ross was the reason for this mechanism. Ross bought in huge in this money raise, and was a large shareholder in the past. What does he know about NG as his expertise in the past was and continues to be real estate.

A variant of what they say in the oil bidness, 'its all about the price of NG'.