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Kevin Feeney

 
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  • Noble Corp. Drilling Into Rapid Growth For A Potential 55% Return [View article]
    Thanks! I see SDRL as a very good and stable long term player in the industry. It's hard to beat that steadily increasing 8% yield.
    Aug 23 05:23 PM | 1 Like Like |Link to Comment
  • Noble Corp. Drilling Into Rapid Growth For A Potential 55% Return [View article]
    I see where you're coming from with the lower highs (valid for the past couple of months) but I think the longer term trend here still signifies accumulation. Thanks for the feedback!
    Aug 23 05:12 PM | Likes Like |Link to Comment
  • Noble Corp. Drilling Into Rapid Growth For A Potential 55% Return [View article]
    I don't believe 55% is too optimistic of a goal for 2015 with all of the growth factors associated with Noble. My talk of a a stop loss in the $36 range stems from the fact that this would mean a break in the current trend of accumulation, meaning it would be wise to re-assess the short term direction of the stock at this point. The stock should continue to reach higher lows every time it falls. But please make sure to do your own DD and choose a stop loss that fits you personally if you intend to invest in Noble.
    Aug 23 05:06 PM | Likes Like |Link to Comment
  • Noble Corp. Drilling Into Rapid Growth For A Potential 55% Return [View article]
    I generally do not take up positions in stocks I write about because this usually leads to bias. If I do not have any money in the stock around the time of the publication, I am more inclined to give a fair assessment as I have no emotional connection to the stock. Also, I am planning to add cash to my brokerage account in the next couple of months - it's possible that I could initiate a long position in Noble Corp after this. 
    Aug 23 04:58 PM | Likes Like |Link to Comment
  • Noble Corp. Drilling Into Rapid Growth For A Potential 55% Return [View article]
    Hello,
    I'm not too informed of the business dealings of Noble Energy (NBL), as this article was written about Noble Corp (http://bit.ly/N0itJu). However, I did find this press release which might give you a little more insight on Noble Energy's rights in the Falklands: http://bit.ly/19Cy0qj
    Aug 23 04:44 PM | Likes Like |Link to Comment
  • Tesla Motors: A Look At Both Sides Of The Battle [View article]
    By boosting vehicle production from 2750 to 4900 , Tesla reduced its average COGS on each unit from $103,000 to $95,000. If production has continued to increase and become more efficient then I don't see any reason why the average COGs would not decrease to a range which would produce reasonable margins for the company. Yes I was aware that this money was lent from Goldman and it was a part of the plan to pay off the DoE loan early. However, I don't see why it would matter whether or not the money was his or if it was loaned. He is still placing a large bet on the future of the company and he will need to make that money back in order to repay the loan. As for the insider selling, it isn't unusual for insiders to want some pocket change after major share appreciation. They understand that the share price will probably be rather volatile in the short term so they decided to lock in some gains. They receive compensation in the form of stock and options, so why not put some of them to use? The insiders have plenty more left to sell in the future.
    Jul 18 09:22 AM | 6 Likes Like |Link to Comment
  • Tesla Motors: A Look At Both Sides Of The Battle [View article]
    That is my assumed average per week production for the whole quarter. Recent production is probably closer to 500/week although it probably started slightly under 400 at the beginning of the quarter.
    Jul 18 08:40 AM | 1 Like Like |Link to Comment
  • Universal Display Corporation Lighting Up The Visual Revolution [View article]
    UDC will have higher earnings in the second and fourth quarters of this year due to the semi-annual Samsung payment. Analysts estimate EPS of ~ .27 for the next quarter (Q2). FY 2013 estimates are ~ .50 so 28.52 / .50 = P/E of 57 and FY 2014 estimates are ~ $1.22 so 28.52 / 1.22 = P/E of 23.
    Jul 16 04:39 AM | Likes Like |Link to Comment
  • Universal Display Corporation Lighting Up The Visual Revolution [View article]
    Hello sidney,

    I did mention that the reason for the fluctuation in earnings was due to the semi-annual royalty payments from Samsung, and I do agree that the swings could be considered a "feature" because they occasionally lower the stock price to allow for additional buying opportunities. However, my main problem was not just that the stock fluctuates, but that the fluctuation is between a profit and a loss. I would like to see UDC fill in the quarterly gaps/losses between the Samsung payments so that they have consistent quarterly profits, even if the Samsung payments still provide higher profits in two quarters. I do believe that they will be able to do this and achieve four quarter profitability within the next year as the OLED market grows. As for the sentence mentioning "accurately," I most likely could have used the word "optimally" to best describe my opinion. I think that UDC should work to find the optimal price for licensing/royalties that will allow them to grow with the market. If the market grows 400% in the next few years, then I would like UDC's pricing to allow itself to grow at a similarly high rate. I hope this clears up a few things and thank you for the feedback!
    Jul 15 08:05 PM | Likes Like |Link to Comment
  • Brigham Exploration Company's Bright Future [View article]
    Oil was always over $75-80 during their consistent earnings streak. I think the concern here is that oil dips below $75, 70, 60, (etc.) and what the effect on the stock price would be. When oil collapsed from almost $150 to $60 in 2008, Brigham's EPS suffered. And although the price was battered down for a while, it quickly recovered. The possibility of this happening again is pretty low considering many of BEXP's wells are now de-risked, but if oil did dip low enough, the stock price may still be affected.
    Sep 30 03:54 PM | Likes Like |Link to Comment
  • Brigham Exploration Company's Bright Future [View article]
    As Jeep said below, the main reason the EPS has been revised is because of oil prices. When the only thing you sell is oil (and/or natural gas), then the EPS estimates will be pretty fluid. And considering we've been had a pretty large range of prices over the last year, from $80 to $120, and other unpredictable events have occurred, analyst estimates were probably off on future oil prices. Management may not be buying in now due to the lowering oil prices and the likely effect it will have on the stock. The P/E is a little high (but reasonably priced for future valuation) at 35, and oil prices are plummeting (10% over the last week), which means that this probably isn't your best short-term play, and you might have a chance to buy some lower. But as soon as oil prices turn around, this could be a fast mover to the upside. Not exactly sure what you mean by "talk to" but Bud did state the other day that he believed Q3 production levels could possibly be in the high range of analyst estimates. Hope this helps.
    Sep 30 03:31 PM | Likes Like |Link to Comment
  • Whether Tesla Motors Can Sell [View article]
    1) The battery swap would be done at some type of service center and would most likely be automated and done fully by machine. You wouldn't be exchanging the battery for an "old and decrepit" battery, unless you already have an old and decrepit battery in your car. Also, the battery wouldn't get you just an extra 10 miles. If you have a 300 mile battery in your car, then it would be swapped for a fully charged 300 mile battery. If you'd like to see an example of how fast a battery can be changed then watch this video: www.youtube.com/watch?...

    2) Actually, the Tesla Roadster can go a lot further than 250 miles if you drive at 25mph. When driving at only 25mph (with two passengers), the Roadster holds the record for longest distance driven on a single charge at 347.2 miles.

    Also if you're looking a car strictly for speed performance, then why would you ever be dealing with an electric car? They still have a way to go before they can compete with the speeds of cars that use gas. What is most important now is to extend range and charging times, in which Tesla has been doing an excellent job. Also, comparing the White Zombie to the Tesla Roadster just doesn't work. Try comparing a Factory Five GTM (around $60,000) to any type of Ferrari. The GTM wins for price and performance, but is Ferrari bankrupt or out of business? No, they're bringing in a large profit. With any other electric vehicle it would be almost impossible to drive from Philadelphia to New York, but with Tesla it isn't. Most electric vehicles could fit the bill as being daily drivers, but only Tesla can give people security in knowing that if they ever have to go city to city, they won't need another car. And I have seen Elon Musk say little to nothing that would make him an egotist. He does have a very futuristic mindset, but that has no relation to being an egotist. But truthfully, we're not really going to be able to tell if Tesla will be a success until the Model S is released. We have nothing to compare this release to.
    Sep 2 02:49 PM | 1 Like Like |Link to Comment
  • Whether Tesla Motors Can Sell [View article]
    @jf355
    Apologies that it seems I stated the $50,000 model went 300 miles per charge. The base price was supposed to be unrelated to those specs, but after re-reading I clearly didn't imply that. I also compared the Nissan Leaf to the Model S because the Model S doesn't have any direct competition, only competition in the sector. And I know that my articles are not very "in-depth" because that is not my goal. I write to peak investor's interest in companies or sectors that they may not have looked into before. I also haven't seen many EV haters except for "tesla-gonna-tank" but thank you for the heads up. Constructive criticism is always welcome on my articles.
    Sep 1 07:20 PM | Likes Like |Link to Comment
  • RPC Inc.: A Hidden Gem In The Oil Well Services And Equipment Sector [View article]
    Well if this article turns out to be the truth instead of a rumor (www.businessweek.com/n...), then it appears that they are quite motivated to sell. I don't know if "three people with knowledge of the matter" are credible sources but both companies appear to be avoiding all commentary instead of just saying "No." Apparently the writer of the article, Zachary Mider, is a merger and acquisitions reporter for Bloomberg News so he could have a few reliable contacts.
    Aug 30 02:32 PM | Likes Like |Link to Comment
  • RPC Inc.: A Hidden Gem In The Oil Well Services And Equipment Sector [View article]
    I agree that a buyout offer will probably arise before the end of the year but I'm thinking the price would be around $35-40 a share. Either way, it's a safe investment and offers a good return for investors.
    Aug 30 03:43 AM | 1 Like Like |Link to Comment
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