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Lorillard, Chevron and a Payout

Adam Energy, Investing Leave a Comment

Well, our Lorillard journey has come to an end. Too bad, but we did do well playing the vices sector. I regret not buying more. I only ended up with a half position before the stock ran up beyond my buy price. Lorillard shareholders will receive, for each Lorillard share, $50.50 in cash and 0.2909 of a share in RAI …

Energy Links

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Oil stock returns during low commodity prices Blood in the water for BP. Next big acquisition? and here More on Price, here, here, here, here, here, here, here, here A capital contango, and why oil storage economics may be dead (FT Alphaville) Howard Marks on the Lessons of Oil Shell scraps $6B project Tanker market benefits from oil rout Linn Energy …

Energy Links

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Saudia Arabia’s Oil Strategy (Business Insider) Finding Value in the Oil Sector (Valuewalk) Why US output continues to rise as prices fall (Bloomberg) Conventional Wisdom on Oil is Always Wrong (538) Oil Investor bet wrong on bottom (Bloomberg) Great Primer on NGL Frac Spread (Energy Harbinger) Rig Count Drops, Oil Companies Employment to decline and here (Calculated Risk) This time is different …

Energy Links

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More on pricing, here, here, here, here, here, here Struggles in shale, here, here, here, here and here Sheiks vs Shale Oil price plunge raises Mexico energy reform concerns A glut of oil and future supply growth Crucial Energy Facts and more great energy charts (great visuals) BHP and Rio Tinto to move to dominate copper BP expects to incur …

Another Energy Roundup

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The Mexican Revolution but see Mayhem in Mexico City More on oil prices, here, here, and here COP sees progress in Africa Lifting the US energy export ban Shale economics Middle East can’t win price war Jeremy Grantham – Beginning of the End of the Fossil Fuel Revolution What bourbon producers can teach the oil industry The Keystone XL pipeline …

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Oil Prices – and here and here and here and here Halliburton to buy Baker Hughes Oil and Water (N. American energy revolution) Private Equity bets big on oil and gas revolution Oil-Glut Spurs Further Losses America’s Uneven Boost from Cheaper Oil Falling Oil Prices Middle East Impact GOP Takeover of Senate puts crude export ban in focus The real …

Energy Links

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Goldman says expect crude to fall to $70 America’s BTU Balance Sheet ($ Decline no longer huge economic boost) Boone Pickens tells US companies – stop drilling the pace of technological innovation is pricing oil, not Saudi supply Oil will tumble to $70 says new ‘bond king’ and analyst predicts $70 crude The bear case on the US oil boom …