Comment of the Week: OUT DRYS. Taking the wife away for the weekend. Thanks to all. I couldn't have done it without you. ~ Comment from subscriber apb. Z Comment: makes my week to get comments like that!
Recently Closed Positions.
Bulk Shipping: (DRYS) - Out on half of my Oct $85s for $10; a [...]
Positions Closed for September 2007
Some of the winners are still running hard but to be honest I had a few scuds as well (thanks sub prime dudes!) - five of them left the board at or near $0 which is a few more than I like (well five actually) but I'm not perfect. We're [...]
Call Positions Closed In September.
Some of the winners are still running hard (OII, APA) but to be honest I had a few scuds as well (thanks sub prime dudes!). We're positioning for October and beyond now.
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Not [...]
Oil Inventory Report Expectations (from the Bloomberg survey)
Comments by Z:
Crude - The draw could be bigger than expected again as the Houston Ship Channel was shut towards the end of the week potentially shaving tanker imports. Given that the current sentiment for oil seems to have shifted from "we have enough" to "we're all going [...]
Petrohawk Energy (HK). ($15.72 as of 9/17/07)
Operational Summary: They are active in the Cotton Valley trend of North Louisiana and have nascent but growing positions in both the Fayetteville and Woodford Shales.
Management: Another subscriber to the "under promise and over deliver" school of management, the company perennially exceeds and then raises forward [...]
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