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  • Why Seadrill Should Not Pay A Dividend [View article]
    Hi allday1234,

    Our members support us on our website via subscriptions, much like other independent investment research firms. Our entire business operations are tied to our reputation, which itself is tied to our analysis. We cannot be taking more risk than to provide our opinion on a stock. We put our reputation at stake. I hope you may understand.

    Kind regards,

    The Valuentum Team
    Mar 5 05:48 PM | Likes Like |Link to Comment
  • Why Seadrill Should Not Pay A Dividend [View article]
    Hi allday1234,

    I think it may be perhaps a misunderstanding of our company and our mission. We are not bloggers, but an equity research firm. We have standards, and our business model is completely dependent on our issuing a fair and independent assessment based on our professional opinion. Our members on our website depend on us for this. And to do so, wit is best to not have a vested financial interest in the shares we talk about. That's a severe conflict of interest.

    We didn't imply anything. Hope this helps. Surprised that 2 people liked your comment.

    Brian
    Mar 5 05:45 PM | 2 Likes Like |Link to Comment
  • Why A Precise Fair Value Estimate Of ConocoPhillips Will Always Be Conceptually Wrong [View article]
    Andrew,

    Thank you for your comments. The past historical financial statements, absent the most current year balance sheet, often offer little value to the composition of a company's intrinsic value. In this respect, you are correct.

    Thank you for reading.

    Brian
    Mar 5 12:49 PM | Likes Like |Link to Comment
  • Why Seadrill Should Not Pay A Dividend [View article]
    Dave Shafer,

    As we mentioned before, as an independent research provider, our analysts do not own shares of Seadrill. We also are not big fans of individual investors shorting securities, so please understand that your comment, which surprisingly also received 9 likes, is not accurate. A $0.01 per page view is hardly enough compensation for the work that goes into writing an article.

    Kind regards,

    The Valuentum Team
    Mar 5 12:44 PM | 2 Likes Like |Link to Comment
  • Why Seadrill Should Not Pay A Dividend [View article]
    Ben Around,

    Thanks for your comment. The concept rests on the idea that it is not only burning through cash on an operating basis but also that its balance sheet is leveraged to the hilt. The very concept that it is paying a dividend under these conditions is unbelievable. We can see through the company's near term price performance in both absolute and relative terms that the market is starting to grow cautious of its financial health (and especially its dividend payout).

    Kind regards,

    The Valuentum Team
    Mar 5 12:42 PM | 1 Like Like |Link to Comment
  • Why Seadrill Should Not Pay A Dividend [View article]
    Hi Arthur Fisher,

    Analyzing a company almost requires an assessment of what management should do. Remember, as an independent research firm, we don't take management's word for it. We do our own thinking.

    Kind regards,

    The Valuentum Team
    Mar 5 12:41 PM | 1 Like Like |Link to Comment
  • Why Seadrill Should Not Pay A Dividend [View article]
    allday1234,

    I wish you the very best and the acknowledgement of the risks related to Seadrill's shares, if you do in fact hold the company in your portfolio.

    Our best wishes,

    The Valuentum Team
    Mar 5 12:40 PM | 1 Like Like |Link to Comment
  • Why Seadrill Should Not Pay A Dividend [View article]
    Hi all,

    Thanks again for reading our piece. We know a lot of you are involved in Seadrill's shares, and we wanted to provide our unbiased perspective. Please remember that we're an independent research firm, and our analysts do not own shares of companies they write about. You don't have to worry about our writings being biased to any degree, as in the case of writers that own shares and want to prop up the stock.

    Thanks again for reading!

    The Valuentum Team
    Mar 5 12:38 PM | 5 Likes Like |Link to Comment
  • Chevron: Solid Company, Solid Dividend [View article]
    As I have stated, we will not be providing on research on Chevron on Seeking Alpha in the future. Thanks for your thoughts.

    Kind regards,

    Brian
    Feb 28 12:32 PM | Likes Like |Link to Comment
  • Chevron: Solid Company, Solid Dividend [View article]
    Also, a margin of safety is perhaps the most valuable thing an investor could have. Crude oil, the major output, of energy companies has increased many times over since the beginning of this century. Firms in the S&P 500 -- the average -- have advanced 40%. Having a relatively wide margin of safety is not only reasonable, but it is the correct way to look at things.

    Brian
    Feb 27 10:27 PM | 1 Like Like |Link to Comment
  • Why Medtronic Could Double Its Dividend [View article]
    Hi aschulte@sjm.com,

    A firm has a variety of ways of dealing with locality of cash issues. For one, it can issue debt and use the cash to pay off the debt and the newly-raised proceeds to pay the dividend. Thank you for the thought.

    Kind regards,

    The Valuentum Team
    Feb 27 10:26 PM | Likes Like |Link to Comment
  • Chevron: Solid Company, Solid Dividend [View article]
    BAHAMAS,

    Thanks for belittling our work. Though I appreciate your thoughts, our process is working fantastically, and while you may not understand it, there are many that are doing very well because of it.

    Brian
    Feb 27 10:18 PM | 2 Likes Like |Link to Comment
  • Chevron: Solid Company, Solid Dividend [View article]
    Hi rjj1960,

    Thank you for your thought. We have no obligation to update you on our thoughts on Chevron. I will personally make note to only update our members on our own website on Chevron going forward. I'm sensing an entitlement by you that may not be deserved.

    Kind regards,

    Brian
    Feb 27 10:17 PM | 3 Likes Like |Link to Comment
  • Clorox: Good Company But Shares Aren't Cheap; Dividend Is Overrated [View article]
    Thank you for the comment. We typically roll our models forward when the company finalizes its annual report 10-k for the prior year. Hope this helps.

    Kind regards,

    The Valuentum Team
    Feb 27 04:22 PM | Likes Like |Link to Comment
  • Seadrill Impresses Again With Continued Growth [View article]
    Shares are down 5% today. Are you sure that feelings expressed here aren't just a bit biased?
    Feb 25 12:42 PM | Likes Like |Link to Comment
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