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Friday, September 9, 2022

The Emmys -- September 9, 2022

Yesterday, with regard to "streaming wars," I wrote this:

Of all the choices out there, it then appears to come down to Hulu (Disney) vs YouTube TV (Google).

Most interesting: of all the choices out there, only one major player has no original content -- Google's YouTube TV.

From a purely business decision that makes sense. Original content is incredibly expensive and Google shareholders should be happy that Google does not unnecessarily spend money on original content. 

Consumers certainly don't need any more original content, but from my perspective, not providing original content seems to make you nothing more than another Pluto TV. Sure, YouTube TV is a really, really, really, good Pluto TV but without original content, I don't see YouTube TV as a top tier player. 

Hong Kong:Hulu::Portland:YouTube.

Now this, over at CNBC today, saying exactly what I was saying:


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Other Emmy Links

The 2022 Emmys -- Monday night, September 12, 2022.

From the linked article above:

Is this the year of Apple TV+?

The streamer’s historic Oscar win for Best Picture was overshadowed by an altercation between actor Will Smith and comedian Chris Rock in March, but big wins at Monday’s Emmys could cement the service as one of the most reputable content providers in the streaming space.“Apple TV+ follows a ‘less is more’ strategy,” said Peter Csathy, founder and chairman of advisory firm Creative Media. “Fewer titles but bigger names and premium quality.”

In recent years, Csathy noted that Apple TV+ has built a small but critically acclaimed catalog that is “almost becoming the new HBO,” which was known for quality series prior to its merger with HBO Max.

Apple TV+, which has been around for less than three years, has earned 52 total Emmy nominations across 13 different titles in 2022. HBO and HBO Max notched 140 nominations combined and Netflix received 104.

Apple TV+’s breakout hit “Ted Lasso” is up again for Outstanding Comedy Series, while its new show “Severance” is on the ballot for Outstanding Drama Series. Competition in both categories is steep, in part because of new entrants like “Squid Game,” “Yellow Jackets” and “Abbot Elementary.” This is also the last year of eligibility for “Better Call Saul” and “Ozark.”
Much more at the link.

Other links:

Grayson Mill With Four New Permits; Seven Permits Renewed -- September 9, 2022

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.  

Active rigs: 44

WTI: $86.10.

Natural gas: $8.038

Four new permits, #39229 - #39232, inclusive:

  • Operator: Grayson Mill
  • Field: Briar Creeek (McKenzie County)
  • Comments:
    • Grayson Mill has permits for four Reidle wells in lot 4 section 6-151-104; 
      • to be sited between 2360 FsL and 2450 FSL and between 453 FWL and 456 FWL;

Seven permits renewed:

  • Whiting: the first six in Mountrail Country -- Naomi TTT, Iverson, Satterthwaite, Lacey, Foreman Federal, Pennington; and, and the seventh, P Bibler in Williams County;

Change of operator:

  • twenty-two very old wells in Bottineau County and Renville County were transferred from Ballantyne to Cobra Oil and Gas.

Puzzle Of The Day -- September 9, 2022

This graphic has been around for decades (?). I've never paid much attention to it.

Today, something caught me eye and I took a closer look. Spend some time on this graphic and see if you can spot the one unique "data point" you probably had not noticed before.

Laser-Focused On Dividends -- Motley Fool, IBD, And Investopedia -- Can It Get Any Better? September 9, 2022

Top, Investopedia, August 31, 2022: link here. Top dividend stocks for September 2022.

Devon, Motley Fool, September 9, 2022: link here. An unstoppable dividend stock got even better with a new LNG deal. 

Ten, IBD, September 8, 2022: link here. Ten companies that raise their juicy dividends like crazy.

Winners, IBD, September 2, 2022: link here. Inside the IBD 50. Who are the winners among the 24 ol stocks in the IBD 50?


Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them

For The Archives -- Puts A Few Midwest Myths To Rest -- September 9, 2022

Link here.

Wow, look at Montana! Number 1. And Wyoming, #2!

Followed by

  • Louisiana
  • Mississippi
  • Arizona (huge surprise)

I was surprised to not see the following in the top five:

  • West Virginia (but it's still #9)
  • Hawaii (and it comes in dead last; those tourism dollars, fees, taxes, on hotel rooms, rental cars)
  • North Dakota (comes in at #44; one wonders the number before the Bakken boom)
  • Kansas (despite all those farm subsidies, comes in at #48)

Tag: federal return to individual states. 


Back To The Bakken -- One Well Coming Off Confidential List -- September 9, 2022

Crude oil: days of US supply -- back over 26 days. Link here.

ENB: wow, talk about spinning this story any way you want to spin it. But, in the big scheme of things, it looks like the Bad River Band of the Lake Superior Tribe of Chippewa Indians have shot themselves in the foot. Link here.

Enbridge Inc.’s controversial Line 5 oil pipeline can keep operating while the company relocates part of it to avoid an indigenous group’s land, according to a court decision.

A US District Court judge in Wisconsin ruled in favor of the Bad River Band of the Lake Superior Tribe of Chippewa Indians, who said the conduit was trespassing on their territory. Judge William Conley said the group is entitled to a monetary remedy, but stopped short of granting an injunction that would shut the line because it would have “significant public and foreign policy implications.”

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Back to the Bakken

The Far Side: link here.

Active rigs: 43.

WTI: $85.22.

Natural gas: $$8.091

Friday, September 9, 2022: 12 for the month, 62 for the quarter, 401 for the year

  • 37370, conf, Petro-Hunt, Estby 159-94-35C-26-2H,

RBN Energy: is a DOE-backed clean hydrogen hub in California's future?

Last year’s $1 trillion-plus infrastructure law calls for the U.S. Department of Energy (DOE) to invest up to $8 billion over five years to support the development of four or more U.S. hydrogen hubs. It’s a safe bet that the DOE will determine that at least one location along the Gulf Coast is worthy of its support — and maybe even a couple, given the extent of existing hydrogen supply, demand and midstream infrastructure already in place in Texas and Louisiana in particular. We’d also be willing to wager that California will be another beneficiary of the federal government’s hydrogen-hub largess. Not only does the nation’s most populous state have extraordinary potential for clean-hydrogen development, its public and private sectors have been aggressively pursuing climate-friendly energy alternatives for decades. In today’s RBN blog, we examine the various efforts underway to develop hydrogen-related infrastructure — and hydrogen demand — in the Golden State.

While there’s no certainty as to how the energy transition will play out over the next two or three decades, it seems clear that the shift to a lower-carbon economy in the U.S. and around the world will be an “all of the above” kind of thing, involving everything from wind, solar and nuclear power to battery storage, electric vehicles and fuel cells — and don’t forget hydrocarbons. The U.S. shift toward increasing natural gas usage has had by far the most significant impact on decarbonization up to now. Beyond that, the impact of hydrocarbons on the climate can be reduced by blending with renewable fuels or other means — or mitigated (partially or even fully) with carbon offsets and carbon sequestration.

Minor Notes -- September 9, 2022

JPMorgan: link here -- how to play the coming 11% stock market surge --

  •  AAPL: overweight, price target, $200.
  • NVDA: overweight, price target, $220 (down from $230).
  • SNOW: overweight, price target, $210.

Facebook: watch for the "blue F" to start disappearing from web pages.

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.     

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Military Notes

Biden's military-industrial complex. Link here. From my favorite geo-political strategist.

Poland.

This just might be the most interesting military note coming out of Poland today. 

From my favorite geo-political strategist. 

Link here.

Today's Featured Letter: "C" -- September 9, 2022

Coal: a long-time reader has been recommending investments in coal for as long as the blog has been up and running. Link here.

Copper: spreads are going ballistic. Link here.

  • two to check: FCX and SCCO

Cuts: Saudi Arabia mulls another one million bopd cut now that the Biden administration is looking to extend the release of oil from the SPR. 

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.    

Laser-Focused On Dividends -- T -- September 9, 2022

Link here.

An absolute disaster.

Mentioned in the article: CMCSA -- another disaster. 

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.