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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (18530)

12/18/2016 4:21:55 PM

From: John Pitera

Read Replies (1) | Respond to of 33421

To: robert b furman who wrote (24961)	12/18/2016 12:51:53 PM
From: John P	of 24969

H Bob, a really fantastic posts.... you very vividly and with your normal mathematical precision articulate total return opportunities that are accentuated by smart covered call writing. Chatham Lodging Trust (CLDT) is an interesting company, The number number 2,3,4 institutional holders are Fuller & Thaler Asset Management, Jennison Associates LLC, and Forward Management LLC. some specialized investment firms. gotta love the #2 Mutual Fund holder: ..... Undiscovered Managers Behavioral Value Fund bloomberg.com streetinsider.com did not realize that University of Chicago's Richard Thaler's fund has beat 99% of it's peers in the last 3 and 5 years in small cap mutual funds. Probably worth looking at there holdings and when they announce purchases and sales. What I did not specify well in that last post is that investors who are in companies that are not growing their revenues or earnings and have been marked up in valuation simply because of a relatively attractive dividend are stocks that are likely to under perform as the hunt for yield that grew to a crescendo back in July.... is morphing into a different type of market. *Actual growth in topline and bottomline numbers* in companies is becoming much more important in this shifting rising interest rate environment. In terms of Oil and what OPEC can do.... some of the producers like Nigeria and Venezula are not even members of OPEC.... and OPEC always cheats... But I would simply refer to the CLR... Continental Resources..... look at their portfolio of current operations. The company has large holdings in the Bakken formation tight oil area of North Dakota and Montana, the Niobara formation ( in Nebraka) , the Anadarko Woodford Play of Oklahoma, and the Red River Units Play of North Dakota, South Dakota, Montana, and Wyoming. In the fourth quarter of 2015, total production was 225 thousand barrels of oil equivalent (1,380,000 GJ) per day, of which 65% was oil and 35% was natural gas. [1] CLR was the first to develop a field exclusively through precison horizontal drilling. In 1995, Continental discovered what was later described as the Cedar Hills Field in North Dakota – the 7th largest onshore field in the lower 48 United States ranked by liquid proved reserves – and is the first to develop it exclusively through precision horizontal drilling. [5] In 2003, Continental drilled its first wells in the Bakken formation. [6] So the management teams at CLR .... our beloved PXD and about a hundred other companies are sitting around rooting for crude to get to 55...60... 65... so they can ramp up production like hell to meet their fixed costs...... A continent of overhead supply at higher prices.... and OPEC is well aware of it... and there is a Trillion dollars (thank you very much Central Bankers of the world) for completely topping up the liquidity tanks of "grave-dancing" super saavy Distressed asset Capital businessmen........ sitting up on that tree limb with you looking to scoop up the debt and assets of all of these "frackers" I believe Pres elect Trump just put one of the distressed value situation pros in as the secretary of commerce. and so we wind on down the road........ hopefully our shadows not being taller than our souls. John