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  • These 2 Words Will Sink Halliburton On Monday [View article]
    sfpdf,

    That's a good approach. Some believe in a V-shaped recovery in oil but the Shock Exchange doesn't.
    Apr 19, 2015. 02:33 PM | 1 Like Like |Link to Comment
  • These 2 Words Will Sink Halliburton On Monday [View article]
    Ray,

    Well said. Trying to predicting a bottom in oil is silly. Trying to predict when oil companies will stop cutting capex is even crazier.

    SE
    Apr 19, 2015. 02:15 PM | 1 Like Like |Link to Comment
  • These 2 Words Will Sink Halliburton On Monday [View article]
    Larry Wrede,

    Halliburton's stock is benefiting from a halo effect surrounding the Baker Hughes deal. It may not fall as fast or far as competitors so put buyers may not be interested. The declining time value of the options will eat into profits.

    SE
    Apr 19, 2015. 10:18 AM | Likes Like |Link to Comment
  • These 2 Words Will Sink Halliburton On Monday [View article]
    jbrahin,

    SE has no position in HAL. As far as bottoming, big oil is still cutting capex which is bad for oil services companies. Schlumberger's CEO sees [i] a 30% decline in North American E&P and a 15% decline abroad and [ii] a protracted slump in production.

    SE
    Apr 19, 2015. 10:05 AM | 4 Likes Like |Link to Comment
  • These 2 Words Will Sink Halliburton On Monday [View article]
    mrmeman,

    We will find out tomorrow.

    SE
    Apr 19, 2015. 07:04 AM | 2 Likes Like |Link to Comment
  • Micron Bulls' Worst Fears Have Been Confirmed [View article]
    BenAround,

    Now compare MU in August to where it's trading now when SE told you its so-called "p/e expansion" analysts and bulls were predicting was untenable.

    SE
    Apr 18, 2015. 01:25 PM | 1 Like Like |Link to Comment
  • Micron Bulls' Worst Fears Have Been Confirmed [View article]
    23258193,

    Thank you for the kind words. You have picked up on something. Whenever MU bulls argue, they always have a visceral reaction. SE has always argued that the economy and/or Samsung would cause MU's top line growth to stagnate, making predictions of $50 or $75 per share unrealistic. MU will probably will remain in a trading range for a while so SE wouldn't short it. The reality is that the smart money got into MU when it was trading below $20/share.

    SE
    Apr 18, 2015. 01:21 PM | 1 Like Like |Link to Comment
  • Declining North American Rig Count Weighs On Schlumberger [View article]
    dealraker,

    Thanks for the kind words. SLB is cheap relative to where it was trading a few quarters ago, but it's not cheap in relation to its earnings.

    SE
    Apr 18, 2015. 11:37 AM | Likes Like |Link to Comment
  • Declining North American Rig Count Weighs On Schlumberger [View article]
    James,

    Management never mentioned the spot price, but it did suggest the declining rig count caused revenue to decline.

    SE
    Apr 17, 2015. 09:44 PM | Likes Like |Link to Comment
  • GE Unwinds Its Prop-Trading Portfolio - Now What? [View article]
    richjoy403,

    These are all fair points. Some people are long and some would rather sit on the sidelines - that's what makes a market.

    SE
    Apr 17, 2015. 01:57 PM | Likes Like |Link to Comment
  • Avoid Schlumberger Into Earnings [View article]
    dr_randevil,

    Truer words were never spoken.

    SE
    Apr 17, 2015. 11:36 AM | Likes Like |Link to Comment
  • GE Unwinds Its Prop-Trading Portfolio - Now What? [View article]
    Bobcat9,

    "Point is, most consumers who like GE appliances will continue to buy them without any idea that the company has actually been sold. Hell, Shock Exchange has over 800 followers, covers the name as an investment, and even he did not have a clue."

    Has the sale of the appliances business been consummated yet? The last time SE checked [i] GE was still showing revenue and earnings from that division, and [ii] it was considered a "question mark."
    Apr 16, 2015. 10:52 PM | Likes Like |Link to Comment
  • GE Unwinds Its Prop-Trading Portfolio - Now What? [View article]
    Bobcat9,

    In SE's opinion, appliances is a question mark. It could go either way. Now prop-trading on the other hand, that's a dog. Immelt didn't get of that until he was forced to by Lehman.
    Apr 16, 2015. 08:41 PM | Likes Like |Link to Comment
  • GE Unwinds Its Prop-Trading Portfolio - Now What? [View article]
    Boyshigh,

    Should have. SE would have told him [i] oil & gas was the flavor of the month and [ii] $100 + oil prices would not last.
    Apr 16, 2015. 08:11 PM | Likes Like |Link to Comment
  • GE Unwinds Its Prop-Trading Portfolio - Now What? [View article]
    Bobcat9,

    So Immelt is in agreement with the Shock Exchange that appliances and lighting is a "question mark."

    SE
    Apr 16, 2015. 07:22 PM | Likes Like |Link to Comment
COMMENTS STATS
3,503 Comments
2,973 Likes