Seeking Alpha
View as an RSS Feed

Stock Talk  

View Stock Talk's Comments BY TICKER:
Latest  |  Highest rated
  • SandRidge Energy: What Happens Once The Cash Pile Runs Out? [View article]
    Jon,

    I agree with your comment. SD has excellent hedges in 2015 and is able to produce almost same amount of oil in 2015 as in 2014 with 56% reduction in capex. If needed, SD can further reduce capex and production. Then, hedges should cover greater percentage of production.
    Looking at headline, bullet points in summary and difference in tone in body of article makes me think this article is highly motivated.
    Mar 4, 2015. 09:59 PM | Likes Like |Link to Comment
  • Transocean Smashes Estimates Once Again [View article]
    Profit,
    Thanks for the Article.
    Can you please let me know your take on ESV results?
    Feb 26, 2015. 11:05 AM | 1 Like Like |Link to Comment
  • Sizmek Short Squeeze May Be Imminent In The Wake Of Game-Changing Q4 Results [View article]
    Why is stock falling today?
    Feb 23, 2015. 01:44 PM | Likes Like |Link to Comment
  • SolarCity: Fundamentals Remain Unchanged [View article]
    Altenergyguy
    Are you saying company is worth $2.58b?
    Current market cap is more than $5b
    Feb 23, 2015. 08:08 AM | Likes Like |Link to Comment
  • SolarCity: Fundamentals Remain Unchanged [View article]
    SII,

    I agree with your concept of calculating future market cap based on growth potential. Can you please explain me how you came up $12B with 60% growth rate in next 4 years considering revenue in 2014 is about $250 million?
    Feb 22, 2015. 02:15 PM | 1 Like Like |Link to Comment
  • Significant Potential In 2015 For Chicago Bridge & Iron [View article]
    Does anybody why CBI price is going down today (-3.5%) with no news when market is up?
    Jan 22, 2015. 02:28 PM | Likes Like |Link to Comment
  • Is This The End Of The 'Shale Oil Bubble?' Or The Beginning? [View article]
    Per following article, number of drill rigs in US came down in last week.
    http://read.bi/1z5Mmh1
    This trend could help oil prices in near future.
    Dec 13, 2014. 10:41 AM | Likes Like |Link to Comment
  • Is This The End Of The 'Shale Oil Bubble?' Or The Beginning? [View article]
    Thanks Richard.

    Do you think highly leveraged players such as SD and EXXI will survive this downturn if they produce oil only from existing wells and not invest in new wells?
    Dec 12, 2014. 10:11 AM | Likes Like |Link to Comment
  • Is This The End Of The 'Shale Oil Bubble?' Or The Beginning? [View article]
    Richard,

    If companies with high leverage such as SD and EXXI do not invest in new wells and just drill from existing wells during low oil prices, do you think they will survive this downturn in oil industry?
    Dec 12, 2014. 09:23 AM | Likes Like |Link to Comment
  • Recent News From Xinyuan Real Estate Not Good, But... [View article]
    Thanks for very informative and balanced article. I hear that some small cap stocks in China are fraud. What is your take on this company?
    Nov 24, 2014. 11:37 AM | Likes Like |Link to Comment
  • Following Carl Icahn Into Hertz Global [View article]
    We should also consider the fact that Carl had some failures in turning around companies recently. Examples TLM, RIG
    Nov 1, 2014. 08:03 PM | Likes Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    Valuedigger,

    Can you please let me know your views on Goldman view on oil prices today?
    Oct 27, 2014. 07:54 AM | Likes Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    Value Digger,

    Do you think HERO stock will go up from here when oil prices go up as you predict?

    Also, what is your take on SD, EXXI and TLM at current prices?

    Thanks
    Oct 26, 2014. 01:27 AM | 1 Like Like |Link to Comment
  • Oil & Gas Correction Scorecard: The Dawn Of A Recovery? [View article]
    Thanks for the Article.

    Very informative.

    Can you please let me know your views on EXXI and TLM?
    Oct 24, 2014. 10:13 PM | 1 Like Like |Link to Comment
  • Energy XXI: High Cost, High Leverage, Weak Energy Prices, Good Short? [View article]
    I see large insider purchases at over $15. No insider sales in recent past, even after oil price declines.
    Kyle Bass took big position in this company in the midst of oil price decline recently. These things inspire confidence in viability of the company.
    Short term price fluctuations is different thing.
    Any positive news, I think, will result in huge short squeeze.
    Oct 17, 2014. 10:25 PM | 1 Like Like |Link to Comment
COMMENTS STATS
142 Comments
48 Likes