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Re: PURA VIDA post# 67

Wednesday, 08/13/2014 11:03:59 PM

Wednesday, August 13, 2014 11:03:59 PM

Post# of 103
Taking a brief look at your other two picks, I see something I like in each. Our focus here is a bit lighter than will customarily be found on boards devoted to specific stocks, so while it might not be best for all readers and contributors, I think we can at least pay lip service to stocks other than Caza.

As of tonight I am a moderator for this board. It is an honor to contribute anything I can. I know we're all here to profit from a market fraught with changing metrics yet we are probably driven by certain items we have in common with others. A few of these might be of interest here:

1. Industry cannot move forward without energy. Banking difficulties may be as sand thrown into a motor's gas tank but energy drives everything.

2. Energy is one of the most highly manipulated industries because of the above. This makes it more difficult to establish a mentally meaningful baseline from which to operate when trading.

3. Unquestionably, there is money to be made by trading energy. To do this effectively, we need to recognize the impact of seasonality on any energy company in which we invest. Seasonal changes force cyclicality issues to take front seats when analyzing such stocks.

4. Best of breed isn't a phrase we hear in stock parlance when examining energy companies engaged in oil and gas exploration yet it fits surprisingly well. CAZFF is definitely one of those I'd label best of breed for a number of reasons. Rather than delve into these now, I'll say simply that this is the stuff of analysis that could serve all of us on this board. Through our shared analysis we stand to grow in competence and character.

I salute all contributors here!

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