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  • Shell's Higher Dividend Pays Investors [View article]
    It can take varied amount of work to write an article, and if one is seeking compensation for it, then material has to be presented so that it is deemed acceptable for publication. Personally, I view the non-public research of big banks as content that should be valuable to some persons. However, there is not space to also present arguments about what the future price of oil is likely to be, though it is obviously important for Shell and its peers.

    It just so happens that T. Boone Pickens, by all accounts an expert on the energy industry, has been predicting $70 oil on television during the past few months. I find him cogent.

    Actually, I think there is better information in this past clip, in which he informs Sandra Smith that “It is going to take two years to get the rigs back up.”

    Not all of us are knowledgeable about such things, or discuss the fact that each rig employs 50 persons, because most of us do not hire in groups of 50…

    Anyhow, half of US production is probably going to disappear for two years. Pickens is also seems to anticipate some decline from Russia (I am a Russophile). Consequently, oil might get to $70 faster than either UBS or Jefferies predicts. While it still might not be adequate for Shell, the share price’s behavior could reflect changing commodity pricing.

    Also, though it is only a detail in my article, the bond market might offer something similar to another expert opinion. The price of the company’s high yield debt has not dropped enough so that the stock’s yield is higher.

    “Accidental high yielder” is probably the accurate term. If you like some of the peers they could make sense. It might be that my article amounts to “Chasing yield.”

    To be clear, I am not saying that RDS is at its bottom. Though hopefully it won’t be yielding 7%...My own holding is very small, as I sold most of it months after my 2013 article. Any addition might come through BG shares…
    Jul 21, 2015. 03:17 PM | Likes Like |Link to Comment
  • An Interview With SmartMetric CEO Chaya Hendrick [View article]
    Sep 25, 2013. 04:43 PM | Likes Like |Link to Comment
  • Underweighting Energy: Good Decision? [View article]
    I just own RDS.B and have the dividend tax automatically withheld. News like today's about its natural gas conversion plant in Louisiana (I do not know so much about their Jet A; though it must be better than 100LL), and its natural gas liquids fueling station agreement with TA makes me like it. No other super major oil company seems to be doing as much with natural gas.

    Beyond that, some sort of speculative bet on a company entering an agreement to tap China's shale energy would be interesting but is taxing to try to figure out. Months ago, when looking into a case against SNP, some other companies, including HAL, seemed to offer a hedge.

    According to months-old notes, China has 1,275 trillion cubic feet of shale gas that the People's Republic lacks the capability to use, and it is said to difficult even for the technically adept. There has been an initiative there to replace 10% of its oil demand with gas.

    I know HAL just had a Dutch Tender and rallied much higher afterwards, but have not followed it beyond that. Operations in China is just one part of the company's global footprint.

    NOV is a Buffett stock, and T. Boone Pickens has had a stake too. It has several Chinese subsidiaries.

    Looking at my notes now, there is Anton Oil Services Field Group that SLB has an ownership stake in also.

    I have not looked into BHI.

    It would seem that if any of them, or someone else, enters an agreement with one of the Chinese companies there could be significant upside. However, some real time indication would be necessary; and even then, navigating the myriad of intercultural, governmental, and accounting issues is not easily done.

    Other than that, I like RDS. It is a rich world asset, even though it is a foreign company.
    Sep 24, 2013. 04:04 PM | Likes Like |Link to Comment
  • Short Sellers Pay Up For Omeros After New Wedbush Research [View article]
    I find value their analysis. It seems to include valid reasoning.

    You are aware of a difference between procedural methods? Some of the people on The Motley Fool might think the drug candidate involves using eye drops the same way prior to surgery.
    Sep 17, 2013. 11:19 AM | Likes Like |Link to Comment
  • An Interview With SmartMetric CEO Chaya Hendrick [View article]
    "A safeguard against complete erasure of data:" isn't that the function of cloud-based backup programs that security software uses?

    It is probably only a matter of time before some focus articles are published with attention to the iPhone 5S's new processor (The Economist magazine has been touting ARM Holdings for some time, and it seems to validate it). Maybe someone would discuss its finger print reader also. There seems to be advancement.
    Sep 17, 2013. 08:30 AM | Likes Like |Link to Comment
  • 2 Speculative But Intriguing Biotech Plays [View article]
    It is up nearly 50%, a short squeeze based on that news is not the only reason?
    Sep 16, 2013. 11:09 AM | Likes Like |Link to Comment
  • JetBlue: A Stock All Value Investors Should Consider [View article]
    You might want to be better familiarized with Tony Jannus, since it probably would have been more precise to use his name than either of the Wright brother's. Evidently Neeleman won the Tony Jannus Award in 2005...Though it is doubtful he would be remembered the same way as Jimmy Doolittle who won it in 1972...Frederick W. Smith in 2011...Do I get anything in exchange for educating people?
    Sep 14, 2013. 09:01 PM | Likes Like |Link to Comment
  • Want To Clear Your Head?  [View instapost]
    Good luck with that Chris. My incline trainer needs a new console, and though its warranty is up, the manufacturer is sending a replacement at what must be close to cost.
    Sep 13, 2013. 05:45 PM | 1 Like Like |Link to Comment
  • iPhone 5C Released And It's A Gem, But Likely Not Enough To Move The Stock Higher [View article]
    Thanks for that comment Humble Eagles. It seems like the real winner in all this might be Arm Holdings; whereas Intel has lots of cash and can increase the dividend.

    Michael, it is nice to see that your options trade may be playing out. It sounds like the type of thing that utilizes amounts of margin that many of us do not have?

    A 2.6% dividend yield and voracious buyback provide support here, so maybe bad news would be needed to send the stock lower. It may also be evident that CHL has leverage, in a negotiating sense. Otherwise, everything I have reviewed indicates that Apple is losing market share in China; and that phones are becoming commoditized.
    Sep 11, 2013. 11:01 AM | Likes Like |Link to Comment
  • BofA to close more mortgage offices, cut more jobs [View news story]
    Maybe some of the mREIT people are all over this?
    Sep 10, 2013. 04:13 AM | Likes Like |Link to Comment
  • China Mobile Could Be Apple's Biggest Catalyst [View article]
    Just for the record, if the trade was opened at $370 last Thursday, it could have been closed out today for $480. The amount tied up would have been $500 + $370 = $870. A $110 profit (before commissions) on $870 is 12.6%.
    Sep 5, 2013. 11:10 AM | Likes Like |Link to Comment
  • China Mobile Could Be Apple's Biggest Catalyst [View article]
    Thanks for all the terrific comments and please continue with your discussions. The stock is up slightly this morning, so there might be a better chance for the trade described tomorrow. It is something of a gamble; but you never know, a deal with China Mobile could be announced in two weeks. If you reference the graphic, CHL's growth is lagging and most of its subs are using 2G.

    Hopefully UBS's research is helpful to some of you. The Swiss firm has a $75B market cap, and considerable resources. Several of their reports have been quite helpful on other articles, including TGT and PCLN.
    Aug 29, 2013. 12:32 PM | Likes Like |Link to Comment
  • Perry Capital buys into Herbalife, shares rise [View news story]
    Without admitting to following the matter, let me remark that some people seem to misuse the word frivolous as it pertains to legal matters. To me, the term connotes something so poorly reasoned and lacking support that no competent lawyer would have pursued it--and is probably worse than being defeated by a pro se party.
    Aug 20, 2013. 03:15 PM | Likes Like |Link to Comment
  • Income And Excitement Are Things Omeros Offers [View article]
    I am not sure what you are asking.
    Aug 6, 2013. 08:05 AM | Likes Like |Link to Comment
  • ArcelorMittal's Notes Might Be Worth It [View article]
    Evidently you would short the stock against them, then?
    Aug 5, 2013. 12:29 PM | Likes Like |Link to Comment