James Hanshaw - Comments
Private Investor
I am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are published ...more
Latest Comments
A Very Bright Spot In Real Estate
8 years ago

The information I have suggests rent increases are topping out in many of the hot spots in CA and this is hitting the stock prices of some of the main listed rental apartment companies. Who do you recommend as good bets for the medium to long term?

Downturn Sets Markets Up For A Dramatic Oil Price Spike
8 years ago

Good article. I had my own thoughts published in this article back in April. Short term I have been wrong but I believe the trend is now up again and will mostly continue that way into 2017

seekingalpha.com/.../3967939-black-gold-sell-may-rue-day

Natural Gas's Slumber Unlikely To Last
8 years ago

What about other sources of nat gas demand coming on stream - the new chemical plants in the US, #LNG exports? All have an upward influence on prices

Best Russell 1000 Energy Stocks According To Buffett Principles
8 years ago

Good article, thank you. I have some on the list and this helps me decide on others

In this article: HFC
Natural Gas Approaching Key Short-Term Support Level
8 years ago

#LING export projects in Australia have had troubles getting new orders for some time due to price pressure from the US. Cheniere Energy, LNG, has contracts to deliver to Singapore and Indonesia - both on Australia?s doorstep. LNG, the company, has been my best investment ever - I bought in at $3.42. $LNG

In this article: UNG
Natural Gas Approaching Key Short-Term Support Level
8 years ago

Good article. I tend to look at other things and this adds to those. I just read news that Cheniere Energy is about to ship #LNG from the US to the Middle East where there is plenty of nat gas. Apparently there has been insufficient investment to exploit that while demand has increased significantly locally. It also shows how competitive US shale gas is.

In this article: UNG
Bakken Update: Well Economics Are Improving As Costs Decrease And Enhanced Completions Improve Production, Part 2
8 years ago

Good article, thank you. I read in the Financial Times recently that break-even prices in the SCOOP and STACK are down to around $35-$39 per barrel. This is highly significant when considering that break-even prices in countries like Saudi have to take into account national budget issues and they need around $90 to break-even. Many #OPEC producers need that figure or more.

I use to own $CLR and will probably buy back in again soon.

In this article: USO, OXY, VLO
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