Topic Archives: Anadarko Petroleum (APC)

February 12, 2013 / Travis Johnson, Stock Gumshoe

“The find of a lifetime in Africa” (Energy Strategist)

I gave the Irregulars a quick preview of this one over the weekend, and a lot of folks have been asking about it, so I thought I ought to take a more detailed look. This is from an ad for the Energy Strategist newsletter, now run by Robert Rapier for Investing Daily, and, as always, […]

February 10, 2013 / Travis Johnson, Stock Gumshoe

Back to 1.2X Book, Good for Greenlight, and Some other Updates on New Stocks and Favorites

Markel released their earnings last night, and they were, well, typical very good Markel earnings — they actually had an above average year in some ways, with good underwriting and not much catastrophe loss and good increases in sales (written premiums). And now, after crashing to about 1.05X book value after announcing the Alterra acquisition, […]

September 28, 2011 / Travis Johnson, Stock Gumshoe

West African Wonder: Profit from the New Oil and Gas Powerhouse

Yesterday we took a look at Elliott Gue’s teaser for West African oil — a long pitch that started out with the discovery of a “daydreaming Irish accountant”, and today we’ll keep moving (you can see part one, which uncovered the tease of big Tullow Oil, right here). So today, as promised, we’re looking at […]

Comments

Travis Johnson, Stock Gumshoe on Friday File Part Two: Annual Review (Gold, Mining and Natural Resources) / Jan 26, 10:55pm

Forgot to mention my speculative options positions in this space, all of which remain small at this point -- Goldcorp, P...

DanM on Friday File — Real Money Update, Watchlist, and more / Apr 14, 8:43pm

Not saying that Blackbird won't go up based on people falling for the pump job by Katusa, et al, and it may be undervalu...

b4atf on “Daydreaming Irish Accountant’s Discovery … is a breakthrough investing opportunity” / Sep 28, 12:13am

Another great bet is Range Resources (RGRLF) which Travis has also covered in the past. Range has acquired a bunch of fa...

AlanJenkins2 on “Beware the Oil Pirates of Somalia” (Christian DeHaemer) / Jan 24, 9:00pm

Hi,Travis.Whilst I have to admit here to being a not disinterested Range Resources and Africa Oil shareholder,that'...

simon on “Marine Energy: Power the Entire Globe” — Alternative Energy Speculator / Feb 15, 5:51pm

there is an oil terminal in Luzerne county, PA that will go public soon. It should be the greatest investment ever. If a...

Greenegal on “The Secret of the Marcellus Shale” Matt Badiali / Sep 25, 9:51pm

Range Resources, Atlas, and CNX are all doing land leases for the mineral rights, atleast in Greene County. Google Rang...

Steve Benedict on Untapped Wealth Pushes the Envelope … in a bad way / May 17, 2:29pm

Actually, Aussie Soles is doing what the financial "newsletters" have been doing for years. They have a large position i...

Tom L. on “Buy Them Before Barrick Does” / Feb 27, 9:50pm

I just heard about Hommel too. He issued a report last week showing that Barrick has their production hedged at $296/oz ...