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  • National Oilwell Varco Is Worth $34 [View article]
    Saries,

    When you say you don't agree with the Shock Exchange's calculations, do you mean the EBITDA estimates or the multiples he applies?
    May 28, 2015. 11:18 PM | Likes Like |Link to Comment
  • National Oilwell Varco Is Worth $34 [View article]
    Qniform,

    Give it a few more quarters and the stock will drop. Let Yellen raise rates a few times or sell that $4T bond portfolio she's holding onto and you will beg the Shock Exchange for his investment advice.
    May 28, 2015. 09:46 PM | Likes Like |Link to Comment
  • Seadrill: 2 Major Concerns Heading Into Earnings [View article]
    buckallred,

    Actually, you should take the Shock Exchange's wisdom. You and SE are in the same boat - if your investments don't pay off, you lose. If Buffett's investments don't pay off, the government gives him and his portfolio companies TARP, Quantitative Easing and $8T in 0% interest loans. Buffett's entitled. You're not.

    SE
    May 28, 2015. 09:44 PM | Likes Like |Link to Comment
  • National Oilwell Varco Is Worth $34 [View article]
    Qniform,

    If you're looking at takeover value, you have to add 20% - 25% takeover premium to what the Shock Exchange's valuation is.

    SE
    May 28, 2015. 06:52 PM | Likes Like |Link to Comment
  • National Oilwell Varco Is Worth $34 [View article]
    Saries,

    The Shock Exchange said it was worth $34. He didn't say it would reach $34. Let Yellen raise rates a few times and see what happens then.
    May 28, 2015. 01:57 PM | Likes Like |Link to Comment
  • Seadrill: 2 Major Concerns Heading Into Earnings [View article]
    Old Wise 1,

    You better be fearful when the Shock Exchange is fearful.
    May 27, 2015. 07:01 PM | Likes Like |Link to Comment
  • Will Russia Nix Schlumberger's 'Sweetheart Deal' For Eurasia Drilling? [View article]
    Mad Stacks,

    SLB has done a deal with Eurasia in the past, but the Shock Exchange sees your point.
    May 27, 2015. 05:57 PM | 1 Like Like |Link to Comment
  • Will Russia Nix Schlumberger's 'Sweetheart Deal' For Eurasia Drilling? [View article]
    Global Investing Editor,

    What metrics would you compare it to then? SLB's big selling point is that it has less exposure to North American land drilling than HAL or BHI. I guess it's pick your poison - exposure to free fall in shale drilling in North America or Russian economy.

    SE
    May 27, 2015. 05:46 PM | 1 Like Like |Link to Comment
  • Seadrill: 2 Major Concerns Heading Into Earnings [View article]
    buckallred,

    In 2008 - 2009 he was begging the government for a bailout.

    SE
    May 27, 2015. 05:22 PM | Likes Like |Link to Comment
  • Seadrill: 2 Major Concerns Heading Into Earnings [View article]
    byronsamuels,

    Glad to see you value the Shock Exchange's advice ... you're the best.
    May 27, 2015. 04:52 PM | 3 Likes Like |Link to Comment
  • Seadrill: 2 Major Concerns Heading Into Earnings [View article]
    adecinvestor,

    This article may faint into noise. However, SDRL is still over-valued.

    SE
    May 27, 2015. 04:48 PM | 1 Like Like |Link to Comment
  • Seadrill: 2 Major Concerns Heading Into Earnings [View article]
    Saries,

    You believe Seadrill is well-positioned to handle its cash flow problems? Yeah, to the extent it can keep borrowing money.

    SE
    May 27, 2015. 04:31 PM | 1 Like Like |Link to Comment
  • Seadrill: 2 Major Concerns Heading Into Earnings [View article]
    harry34,

    He is worth a lot more after $440B in TARP, $8T in 0% interest loans to investment banks Buffet had stakes in and $5T in quantitative easing that has pumped up the markets. Before then, not so much.

    SE
    May 27, 2015. 03:27 PM | 2 Likes Like |Link to Comment
  • Seadrill: 2 Major Concerns Heading Into Earnings [View article]
    Mad Stacks,

    Well said.

    SE
    May 27, 2015. 03:05 PM | 2 Likes Like |Link to Comment
  • Did Rystad Miss The Petrobras $29B Drillships Suspension? [View article]
    tipu,

    Thanks for the response. I view the FT article that included the Rystad Report and Morgan Stanley capex estimates as a catchall for the oil & gas industry contraction. For the article to be factually correct, I would expect the Petrobras drillships suspension numbers ($29B) to be captured between Rystad and Morgan Stanley. Doe Morgan Stanley's analysis include this suspension? If you do not know, then is there anyone at Morgan Stanley or the Financial Times I could contact to get an answer?

    Shock Exchange
    May 27, 2015. 01:50 PM | 1 Like Like |Link to Comment
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