Monthly Archives: October 2020

You can assume some things about the list above. First is that these are owned in accounts related to LOTM and second, we might sell them at any time without notice here. We are play a real game of turning … Continue reading →

Down from $120 five years ago, we believe Apache Corp (APA) is too cheap as is the Oil and Gas industry. LOTM is focused on gas more than oil but we could not ignore Apache.

Spotlight on Antero Midstream (AM)* $5.95 paying a 20% dividend

Technical View: Calumet Specialty Products $3.33 Calumet price is breaking out above the recent consolidation pattern. Support is now $3.00 to $3.30 zone. Look for 5% to 7% dips in the share price to buy. Think $3.00 is pretty solid … Continue reading →

CLMT* $3.10 – Just for fun, let’s do some napkin math. CLMT has begun a move higher that is very orderly and appears institutionally driven. We expected more BOOM! But I like orderly with strong volume. Means this is more … Continue reading →

Calumet (CLMT) $3.00 in aftermarket trading, Friday. I do not have a love affair with CLMT, but I do recognize the Fundamental progress the company has made. Management has executed this turnaround and transition from commodity oil refiner to Specialty … Continue reading →