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Top Contributions from Jack Bass
Print
Peak Oil/Bulls/Exxon Production Drops
Exxon Mobil (Production drops 8%)
Mastercard (Antitrust Settlement and Rising expences)
Barrick Gold (Second Quarter Net Income Jumps)
Cleveland-Cliffs (Coal Sector - Price and Supply Demand - forecasts)
Teck Cominco (Purchase of Fording Coal adds to commodity mix)
Nokia (Results beat consensus plus raised forecast)
J P Morgan Chase (Results above "Street" estimates)
Nexen (Disappointing results from gas hedges / sales contracts)
Forest Oil (Partnership Drilling on Junex leases)
Junex
Mosaic Company (20 % Higher Prices)
Coldwater Creek (Raised Outlook and Room to Grow)
United Airlines (Traffic Drops Capacity - Analyst Downgrade)
Allegheny Technologies (Rising Profit Forecast)
Denison Mines (Uranium Price May Have Hit Bottom)
Royal Dutch Shell (Shell Buys Duvernay for Shale Gas Play in Canada)
Washington Post Company (Secular Decline)
John Templeton
Marriott International (U.S. economic slowdown hits hotel earnings and outlook)
Continental Resources (Test results in Bakken formation)
Pengrowth Energy Trust (Pengrowth Insider Buying by CEO)
Anvil Mining
Bank of America (Countrywide mortgage tactics /dealings will harm B of A)
Birchcliff Energy (Goldman Sachs sees high U.S. Natural Gas prices reflecting world prices)
Freddie Mac (New York Times reports Govt bailout plans)
General Motors (General Motors (GM)/Bears/GM forecast - more job cuts - no profits until 2010)
Ambac Financial Group (Ambac negotiating to prevent more downgrades - more collateral requirements)
BP (BP struggling to keep the Russian project)
AirTran Holdings (Reducing labor force)
J P Morgan Chase (Hedge fund clients are returning)
Freddie Mac (May need to raise Billions More)
Toll Brothers (Moody's Cuts Toll Bros Ratings)
Continental Airlines (Declining Capacity and Traffic)
Uranium One
Constellation Brands (Strong Qrt . 1 numbers)
UnitedHealth Group (More cuts at United Health plus lawsuit pay out)
General Motors (General Motors (GM)/Bears/GM Bankruptcy Possible - Various banks on the street)
Circuit City Stores (Blockbuster withdraws bid and more troubles)
J P Morgan Chase (JP Morgan Gains M &A Business)
Palm (Fifth consecutive quarter loss)
Micron Technology (Third Qrt Loss larger than prior year)
American International Group (AIG announces more writedowns)
ARC Energy Trust
Oilsands Quest (Resource Estimate)
Inflation/Bears/U.S. stats understate inflation in the U.S.
Sony (Sony Erickson - sales and profit warning)
Sprott Resource Corp. (Sprott Resource Corp sells some shares in PBS Coals)
UBS AG (SEC and State Probes)
Royal Bank of Scotland
General Motors (General Motors (GM)/Bears/CIBC predicts mass reduction of cars due to gas at $7.00)
Oilexco (Moth ( North Sea ) Discovery Annouced)
Freeport-McMoRan Copper & Gold (China and Copper will propel Freeport)
Lennar (Second Qrt. Loss - worse Than Expected)
Nissan Motor (Nissan to expand)
Tootsie Roll Industries (Business Week sees a takeover)
Frontier Airlines Holdings (Trimming capacity)
Barclays (Barclays seeking new funds/ investment from Japanese rival)
Kroger Company (Kroger - Good QRT 1 Profits Beat estimates)
Toll Brothers (Consumer Confidence hit again ( and again ))
Goodrich Petroleum (Adding to shale play)
Circuit City Stores (Blockbuster may lower takeover bid)
Birchcliff Energy (Cannacord Update Target $15.50 on Montney play in British Columbia)
General Motors (General Motors (GM)/Bears/GMAC facing bankruptcy over mortgages)
Royal Dutch Shell (Refining and Petrochemical Plant announced)
Accrete Energy
Canadian Imperial Bank of Commerce (CIBC faces further writedowns)
HudBay Minerals Inc.
Occidental Petroleum (Occidental takes a stake in Alberta Oil Sands - via Enerplus project)
Peak Oil/Bulls/BP annual Statistical Review - published June 2008
Potash Corporation of Saskatchewan (India - growth outpaces food supply)
Crystallex International (Venezuala places mining out of bounds and with in Crsytallex Plans Sink)
MBIA (MBIA takes a Five Level Downgrade)
AngloGold Ashanti (Ashanti hit by hedge position and rising costs)
Ford Motor Company (Ford delays new F150)
General Motors (General Motors (GM)/Bears/Writedowns Forecast for Financial Arm - Ford and GM)
Total S.A. (Total wins Court challenge on Deer Creek)
Winnebago Industries (Winnebago - third Qrt. down 73%)
Tyson Foods (Downgrade to "Junk" Status)
FedEx (FedEx Reports Weak Qrt. results - Loss of .78)
Potash Corporation of Saskatchewan (U.N. Report sees fertilizer surplus - leading to possible price reductions.)
Canadian Solar (Canadian Solar Raises Guidance)
Sprott Resource Corp. (Sprott and PBS annouce reverse Takeover for Listing PBS Coals)
Pfizer (Wyeth has a promising Alzheimer's Drug Treatment)
Encana (Encana has exposure to two " hot" shale plays)
Nokia (Scotia Bank - analyst upgrade of Nokia $ 40 Target)
Starbucks (SBUX ( H. Schultz) Forecasts European Growth)
Chiquita Brands International (Chiquita predicts a rough road remains ahead - Analyst downgrade)
Adobe Systems (Adobe Systems - Third quarter beats expectations)
Smith & Wesson Holding (Forth quarter fiancials TOP estimates)
Lehman Brothers (Lehman Bros Releases Second Qrt Results)
Sprott Resource Corp. (Sprott to profit from PBS Coals IPO)
KeyCorp (Accounting charges hit Key earnings)
Advanced Analogic Technologies (Samsung Phone will be a catalyst for the Company)
FNX Mining Company
Corn Products International (Poor Corn Crop means higher price inputs)
Citigroup (Citi closes a losing fund)
Thornburg Mortgage (Thornburg posts $3.31 Billion Loss)
Chesapeake Energy (Chesapeake adds 500,000 acres in the Haynesville Shale Play)
Sonic Solutions (Quarterly Results expected to be poor)
TGC Industries (Presentaion June 11 ,2008 at The Energy capital investment Symposium)
Fording (Distribution increase with rising coal prices)
US Airways Group (1500 jobs to be cut - no profit path in sight)
Grey Wolf (Buy Out Offer)
Peak Oil/Bulls
Precision Drilling (Precision Drilling ( TSE) bids for Grey Wolf)
Chevron Corporation (Chevron close to a deal on Newfoundland Oil Field ( Hebron))
Lehman Brothers (Lehman Brothers announces $6 Billion in new capital infusion)
BHP Billiton (Gas shortage in OZ may result in increased metal prices)
Concho Resources
Harris (Harris NOT pursuing a Merger)
Lululemon (Quarterly Report does Not Impress)
National Semiconductor (Positiive quarterly report)
Delphi Energy
Timminco Ltd.
UTS Energy
Hanfeng Evergreen
Vero Energy
Cheniere Energy (LNG imports to U.S. fall- because other countries will pay more)
Yamana Gold (Yamana Gold Quarterly Report shows Stategy Successful)
Suncor Energy (Petro-Canada (PCZ)/Bulls/Quarterly Results Beat The Street)
Nexen (Nexen Quarterly Report - beats estimates)
Canadian Natural Resources (CNG Results Hurt by Hedges)
Costco Wholesale (Costco Quaterly Report Beats Forecasts)
Joy Global (Quarterly Report and Forecast)
Bow Valley Energy
Agrium (Agrium Gains on China Contract and Price Revisions based on Demand)
John Deere
Oilexco
Forest Oil (Forest Oil - Position in Utica Shale Discovery ( Quebec, Canda ))
Utica Shale Natural Gas
Bears : Bond Investing
Peak Oil
Sprott Resource Corp.
Oil Price Forecasts
Birchcliff Energy