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Power Hedge

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  • Power Hedge
    $SDRL just slaughtered earnings estimates. I'll have a full analysis out ASAP but a cursory glance is looking pretty good...
    May 28, 11:51 AM
    Reply (2)
    • Energysystems: The only thing I don't like is lower margins and higher administrative costs. Hopefully, it's not a trend, but other than that, aces by JF.
      May 28, 12:16 PM
    • Power Hedge: Well, hopefully the lower margins will be less of a problem once the new drillships come online.
      May 28, 1:24 PM
      • Power Hedge
        Just snapped up NATDF.
        May 8, 12:50 PM
        Reply (1)
        • SeekingAlphaReader: Envious of your timing. My most recent purchases were 10% higher. Not expecting a good quarter, like Q4 or lower, but it might be priced in.
          May 10, 9:39 AM
          • Power Hedge
            Wow... gold just fell, hard.
            May 1, 9:47 AM
            Reply
              • Power Hedge
                $MNHVF.PK just declared a dividend...
                Apr 19, 9:54 AM
                Reply (1)
                • Anglico Trader: PH: Do you know if those of us holding ADRS (i.e., MNHVF) will get the dividend? Or only those holding shares on the Oslo Bors? GDG
                  Apr 22, 2:00 AM
                  • Power Hedge
                    Mr. Market should be thrown into an insane asylum.
                    Apr 18, 10:47 AM
                    Reply (3)
                  • View all 3 replies
                    • Power Hedge: Well, I'm not 50% cash... my plan is to ride this down and try and grab a few stocks I want at reasonable prices...
                      Apr 18, 11:20 AM
                    • Hillbilly Stock Star: Same here,....
                      Apr 18, 11:28 AM
                      • Power Hedge
                        All the monopoly money flying around makes it hard to find undervalued assets...
                        Apr 15, 11:40 AM
                        Reply (1)
                        • TFCAB: should be a little easier after today
                          Apr 15, 1:23 PM
                          • Power Hedge
                            May dump my shares of SU... problems with Voyageur make other oil companies much more appealing.
                            Mar 28, 8:39 AM
                            Reply
                              • Power Hedge
                                The EUR/USD just dropped like a rock...
                                Feb 20, 2:16 PM
                                Reply (1)
                                • Patrick Young: And TBT spiked. Investors predict that easing will reverse soon. One good leg higher for the economy and we reach 6% unemployment quickly.
                                  Feb 20, 3:16 PM
                                  • Power Hedge
                                    SDRL Tender Rig sale closes in April 2013. http://bit.ly/14QdRdL
                                    Feb 12, 10:57 AM
                                    Reply
                                      • Power Hedge
                                        STO has got to be the most undervalued company on the planet!
                                        Feb 1, 10:44 AM
                                        Reply (3)
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                                        • SA Editor Yosef Levenstein: http://seekingalpha.com/a/ognx $STO
                                          Feb 1, 3:10 PM
                                        • Power Hedge: I saw that article too. Michael did a great job with it.
                                          Feb 1, 3:26 PM
                                          • Power Hedge
                                            Interesting... SDRL sold its stake in SDRNF.OB and re-entered it via a forward swap. http://bit.ly/WQG9jI
                                            Jan 30, 12:25 PM
                                            Reply (2)
                                            • Robert Geraci: So SDRL has financed their share purchase in SEVAN and have a forward swap. Do they do the forward hedge swap or other options? Thoughts?
                                              Jan 30, 1:46 PM
                                            • Power Hedge: If they did, they aren't saying anything about it. SDRL has been known to use options to hedge, but I'm not sure if they did or not yet...
                                              Jan 30, 3:05 PM
                                              • Power Hedge
                                                I apologize to my readers for my absence over the past month during my vacation. I'm back now and will resume coverage of drilling cos.
                                                Jan 7, 10:03 AM
                                                Reply (3)
                                              • View all 3 replies
                                                • mbn: Welcome back. Missed your coverage/analysis. Looking forward to your postings.
                                                  Jan 7, 12:48 PM
                                                • SA Editor Yosef Levenstein: Welcome back!
                                                  Jan 11, 10:57 AM
                                                  • Power Hedge
                                                    Bought shares of PACD this morning for less than $9.50 per share. I'm liking this price decline...
                                                    11/28/12
                                                    Reply (2)
                                                    • saratogahawk: Good move. I may do the same.
                                                      11/29/12
                                                    • Power Hedge: The price is back up again - it's more than what I paid... it's still under $10 per share though. I'm not sure what price you want...
                                                      12/4/12
                                                      • Power Hedge
                                                        SDRL is paying out its Q4 dividend early. Total divvy payment of $1.70 per share going out in December.
                                                        11/26/12
                                                        Reply (7)
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                                                        • Ocean Man: Thank you very much! I just added some more.
                                                          11/27/12
                                                        • SeekingAlphaReader: They are paying Q4 now so American investors get it before the tax increase next year.
                                                          11/27/12
                                                          • Power Hedge
                                                            SDRL announces earnings on Monday...
                                                            11/25/12
                                                            Reply
                                                              • Power Hedge
                                                                RIG just released new fleet status report - 3 rigs got dayrate increases.
                                                                11/19/12
                                                                Reply
                                                                  • Power Hedge
                                                                    Given the rapid increases in the share prices of a few companies that I want to buy, I'm considering writing put options...
                                                                    9/25/12
                                                                    Reply (4)
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                                                                    • rjj1960: write a bull put spreads, example, SU nov 32/31 put spread for a credit of .30. Risk 1.00 less the .30 up front. That is 30 % gentlemen.
                                                                      9/27/12
                                                                    • FortSumter: Thanks, one more thing I need to learn about.
                                                                      9/27/12
                                                                      • Power Hedge
                                                                        The last few days have been very good days to be long oil. Thank you, Ben!
                                                                        9/14/12
                                                                        Reply
                                                                          • Power Hedge
                                                                            SDRL goes ex-dividend today...
                                                                            9/4/12
                                                                            Reply (2)
                                                                            • wigit5: So I can sell today and still get the dividend correct?
                                                                              9/4/12
                                                                            • Power Hedge: Yes. Anyone buying the stock today won't get the dividend. Meaning that if you sold today, you'd get the dividend.
                                                                              9/4/12
                                                                              • Power Hedge
                                                                                Just submitted the final article in the series providing an earnings preview on SDRL. The company announces tomorrow.
                                                                                8/26/12
                                                                                Reply