BTFD = BUY THE * FRACKING * DIP! ~ Halliburton Company $HAL & Schlumberger Limited $SLB

FRACKING: Hydraulic Fracturing or Hydrofracking is a process in which fluid is injected at high pressure into oil or gas deposits to fracture the rock formations and increase the recovery rate.

THE HALLIBURTON LOOPHOLE of 2005:   the Dick/Bush Energy Bill exempted drillers from having to disclose the chemicals used during hydraulic fracturing.

THE US FRAC ACT of 2009:  Fracturing Responsibility and Awareness to Chemical Act is a bill that would allow the EPA to regulate hydraulic fracturing in the US and require the energy industry to reveal what chemicals are being used.  (the 111th Congress adjourned on Jan 3rd, 2011 without taking action on the FRAC ACT, and the 112th Congress has not re-introduced the bill)

HYDRAULIC FRACTURING:  9 out of 10 onshore wells now use FRACKING!

ADDITIVES & CONSTITUENTS:

KING HAL (Halliburton) :

... buy on the "oversold" dip!











SCHLUMB LORD (Schlumberger) :

... the $90 magnet.

(buy in the low 80's)









FACT or FICTION?  ... GasLand.


THE TRUTH?  ... of propaganda!




CHINA is FRACKING NUTS!!
 In April 2011 CHINA completed its first horizontal shale gas well in Sichuan.  The ministry of land and resources calculates the size of the shale gas reserves at 26,000 billion cubic meters - more than 10 times the known holdings of conventional natural gas.  The world's largest user of energy just started fracking, it's still early ... BUY THE FRACKING DIP! 



p.s.  Happy FRACKING Mother's Day!

The ZYNGA of CHINA ~ Perfect World Co., Ltd. (ADR) $PWRD

Launched MMORPGs

• Perfect World
• Legend of Martial Arts
• Perfect World II
• Zhu Xian
• Chi Bi
• Pocketpet Journey West
• Battle of the Immortals
• Fantasy Zhu Xian
• Forsaken World
• Dragon Excalibur
• Empire of the Immortals (under unlimited closed beta testing)

SHARE REPURCHASE PROGRAM = $100 million 

CHINA STOCKS: $BIDU, $SINA, $SOHU, $SNDA, $CYOU, $GAME, $GA, $KONG, $PWRD

STOCK PERFORMANCE YTD:

SINA     +80%

BIDU    + 52%

KONG  +52%

SOHU  +50%

NTES   +46%

CYOU  +22%

GA        +20%

GAME  +15%

SNDA  +10%

PWRD +6.09%  (dog of the tao)

p.s. The IPO Buzz:  ZYNGA, LinkedIn, Twitter, Groupon, LivingSocial, and the FaceBook. 

DISCLOSURE:  iOwn $PWRD (common) 

$PUT on your BEAR HAT! ~ $SPY S&P 500 ETF

The EARL of ORANGE. $USO ~ United States Oil Fund LP (ETF)

40.87 +1.19‎ (3.00%‎)

NCAA PICK = Syracuse OrangeMen

Obama & BOTD believe the Syracuse Orange men will advance to the Sweet 16.

BET ON BIEBER! ~ RealD (Public, NYSE:RLD) $RLD

REAL PROFITS in 3D.  

 “Driven by an increasing 3D film slate and growing consumer demand for an immersive 3D visual experience, the 3D box office continued to expand in the third quarter of fiscal 2011. Our ability to garner over an estimated 80% of the domestic 3D box office and, we believe, an increasing share of the international 3D box office, serves as a testament to the superior technology and value proposition that RealD delivers to exhibitors. We look forward to enabling the continued growth of 3D cinema through the ongoing worldwide deployment of our premium RealD 3D cinema systems which deliver a distinctive and immersive 3D visual experience to consumers.” ~ Michael V. Lewis, Chairman and Chief Executive Officer of RealD.




RECO:  buy RealD $RLD
 ... as a sympathy "immersion" play on DISNEY earnings!

"BET ON BIEBER!" 

... the REAL play: Cars 2. 

p.s. Respect the OG ... 

The GLOBAL STOCK THEMES of 2011 ~ $STUDY $ELEVEN with @BuyOnTheDip

THE AUTO REVOLUTION 

The GLOBAL AUTO BOOM of 2011.  

#1   STOCK of the YEAR = FORD. 
    

                      $F LEAPS = Long-term Equity AnticiPation Security
                               Jan 2012 & Jan 2013 >>> $25 dollar strike

#2          Go Merica!  $GM front-month calls = Jan/Feb/March 35s
                      ... roll as we go.  $50 by SUMMER 2011. 

               *General Motors closed 2010 on NEW all-time HIGHS.

  ... the market cap battle of 2011, from 50 to 75 BILLION.   

BRAZIL, BRAZIL, BRAZIL.

The PLAYS:

#1   $VALE  = Iron + Nickel + Silver + Copper + Coal + Cobalt + Aluminum + Potash + Platinum ... global provider, there is no FUTURE without MINING.

#2   the BBB "BRAZILIAN BIG BOYS"
       Oil & Gas $PBR and 4%+ divy
       Energy $CPL and 6.5%+ divy.
       Water $SBS ... Sao Paulo.

Lazy ETF buys:
   LARGE = $EWZ 
                small = $BRF

*Full List of Brazil STOCKS (here)


THE TECHNOLOGY TAKEOVER

The PLAYS:

#1  one company, one stock
    ... the GREAT WEALTH CREATOR = $AAPL (calls)
In 2011 we'll get iPhone5 and iPad2, do you need more catalysts?

#2  M&A 2011 ... Unlocking the VALUE @ Yahoo!
            $YHOO (calls) ... sell, merge, break-up, something!

#3  The 'STREAM' Theme:  AKAMAI is VIDEO ON DEMAND.
       ... buy the OVER SOLD dip for 2011.  TAKE OVER CANDIDATE.  

 


ENERGY EXPANSION

The PLAYS:

#1  ON-SHORE: Faith in Floyd C. Wilson, CEO of PetroHawk $HK ... natural gas shale property.  TAKEOVER @ $35+ in 2011.
   *Floyd sold fayetteville shale properties to $XOM in DEC 2010.  Petrohawk is setting up as a pure play on HAYNESVILLE SHALE!  (worth over 7 Billion)

#2  OFF-SHORE:  the DIAMOND of deep water drilling! $DO

 
 #3  SERVICES: KING $HAL = Halliburton 
          GLOBAL ... completion, production, drilling, and evaluation.

... it's been a BUY ON THE DIP market since March 2009.
       Why would 2011 be any different?  BoTd.

FULL DISCLOSURE:  Long of $F leaps, $GM calls, $VALE calls, $AAPL calls, $YHOO calls, $AKAM common and calls, $HK common and calls.