Seeking Alpha
View as an RSS Feed

Trade In Mexico  

View Trade In Mexico's Comments BY TICKER:
Latest  |  Highest rated
  • Selling Goldilocks -- The Absent Wall Of Worry.  [View instapost]
    Thanks for the article!
    Mar 1, 2015. 12:12 AM | Likes Like |Link to Comment
  • U.S. Steel Is One Of The Few Bargains Left In This Market [View article]
    Great to see CFO load up here!
    Feb 25, 2015. 10:49 AM | Likes Like |Link to Comment
  • Will North Korea Test A Nuclear Weapon Before The End Of 2015? [View instapost]
    I have potassium iodide tablets for the whole family just in case....could be a dirty nuke from terrorists one day too.

    I am surprised how long some of these regimes can stay in power.

    Thanks for the thought provoking articles Chris!
    Feb 23, 2015. 01:53 PM | Likes Like |Link to Comment
  • Is $6 Possible For Transocean Shares? [View article]
    Actually Parisbiker, I would say your post has nothing enlightening in it. Why not post something of substance that actually supports the other view rather than aimless bashing?? Plus, without any facts, you go as far as to accuse the author of having an agenda, really???

    I think the author is right to suggest caution is warranted, the fact that the CEO announced his departure just days before the earnings report could be a very bad omen. Plus, it looks like more bad news like major charges from scrapping the old rigs is on its way.
    Feb 21, 2015. 08:13 PM | 6 Likes Like |Link to Comment
  • Is $6 Possible For Transocean Shares? [View article]
    Nigel, the author clearly states they don't agree with the $6 price target so it's hard to say the article is trying to drive the price down based on fearmongering.

    Investment analysis can't really be concerned about the impact on real investors, it has to be based on reality/truth and risks.

    The author is only saying to be cautious here and that seems very warranted.
    Feb 20, 2015. 01:48 PM | 9 Likes Like |Link to Comment
  • I Am Buying The Pullback In Johnson & Johnson For Yield And Break-Up Potential [View article]
    If you included unfunded social security and other off the balance sheet items US debt is much, much higher than what is reported now.
    Feb 13, 2015. 01:56 PM | 6 Likes Like |Link to Comment
  • How Low Can You Go? Doing The Petrobras Limbo! [View article]
    Good points Felipe! Soros has been buying PBR....
    Feb 11, 2015. 11:11 PM | 2 Likes Like |Link to Comment
  • McDermott International - Significant Cash Burn Is Manageable [View article]

    It is well known that part of MDR's backlog was bid too low by former management and it is also clear that the new CEO has been executing and losses are now near breakeven. It is also clear that the company has been recently awarded significant new contracts (in particular, the Shell Brunei deal) and these will presumably improve the mix of high profit contracts in the backlog. Furthermore, you are incorrect to describe this company as having "big leverage" because it has a cash horde that is equivalent to the debt, and that is not big leverage. MDR is expected to post a small profit this year and make even more in 2016, based on that and the current share price the risk reward ratio is very favorable now. Plus, the Icthys contract is huge and it started in q4 which means 2015 revenues will be much higher.
    Feb 8, 2015. 12:41 PM | 5 Likes Like |Link to Comment
  • McDermott International - Significant Cash Burn Is Manageable [View article]

    Interesting analysis, thanks for the article. What is your price target on this stock? What do you think of the points made by Hawkinvest regarding the fact that MDR was trading near these levels during the 2008 financial crisis and then went up to $25 by 2011? Do you think it will have similar 800% gains, or? I think that if MDR made it through the far lower oil prices and terrible economy during the financial crisis it will easily do the same now. Historically it can pay off huge to buy stocks after the type of crash oil stocks have seen.
    Feb 8, 2015. 12:29 PM | 4 Likes Like |Link to Comment
  • McDermott International - Significant Cash Burn Is Manageable [View article]
    Sam- people like you are disgusting making comments that accuse someone of pumping a stock just because they are covering a company and bullish on it. Are you short? Do you have any facts that support your claims or ridiculous $1 price target? All you offer is meaningless, baseless, irresponsible and negative comments. Analyst price targets range between $4 to $5.50 for the most part, so you need to get a clue.

    Furthermore, I see that most all of your 15 comments have been focused on MDR and Hawkinvest bashing, clearly you have an agenda.
    Feb 8, 2015. 12:11 PM | 10 Likes Like |Link to Comment
  • It Is About To Get Ugly: Oil Is Crashing And So Is Greece [View article]
    Michael, you have written many doom and gloom articles for a long time, but you have been off the mark. While I agree there are some bubbles, you can't fight the Fed and the ECB.
    Feb 5, 2015. 10:38 PM | Likes Like |Link to Comment
  • Update: American Superconductor Raises Guidance, And India Boosts Wind Goals [View article]
    Cmeek: I think you may have misinterpreted part of the article where Hawk talks about GE making products and solutions for REG. AMSC software is primarily for Wind power. Here is the part of the article that I think you mixed up with AMSC:

    "Another interesting development is a January 29, 2015, press release from General Electric (NYSE:GE) that shows it is working on products and other solutions that will enable resilient grid system solutions. "
    Feb 3, 2015. 03:56 PM | Likes Like |Link to Comment
  • Oil Stocks May Be A Big Win In 2015 [View article]
    MDR has huge upside from current levels of just $2.70 and it has a $4 billion backlog of work and a strong balance sheet.
    Feb 3, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Goodyear: A Bargain In Plain Sight [View article]
    Great article! I think some investors might be concerned about strong dollar impact.
    Feb 2, 2015. 03:15 PM | 2 Likes Like |Link to Comment
  • Could An Activist Take On General Motors? [View article]
    GM is too cheap to ignore right now! Thanks for the article!
    Feb 2, 2015. 10:48 AM | 2 Likes Like |Link to Comment