- FANG: raises dividend to 45 cents.
- CMCSA: unchanged.
- Baker Hughes: unchanged.
- CLR: increases dividend from 11 cents to 15 cents.
- Norfolk Southern: increases dividend to $1.09.
- Suncor: unchanged.
Two CLR wells with huge jumps in production:
CLR August, 2021, presentation: pdf link here.
- most interesting slide? Number 8 of 24.
- NKLA produced zero vehicles and sold nothing during the quarter. What exactly are they “reporting” tomorrow?
Covid-19:
- Baton Rouge, LA: largest hospital in the city is at capacity; no more beds left.
- at some point everyone will test positive for Covid-19, one variant or another
- public policy: vaccines don't matter; it's all about the masks.
- vaccinated, not vaccinated: everyone's gotta wear "the mask"
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