Seeking Alpha

rvshaw

rvshaw
Send Message
View rvshaw's StockTalks BY TICKER:
  • rvshaw
    What is the connection between oil price and $TRP profitability? Don't oil companies pay for the volume of oil moved through the pipelines?
    Jan 14, 10:26 AM
    Reply (1)
    • matratra: Every one pays including end users. It will be long time to recover cost & labor (repairs etc.).
      Jan 14, 11:53 AM
      • rvshaw
        $HP Five years ago when oil was in the $50 neighborhood, HP traded at $25. This could have a long way to fall.
        Jan 7, 1:50 PM
        Reply
          • rvshaw
            What's up (or should I say down) with $FCX today?
            12/11/14
            Reply (1)
            • pokalolo: China China China.. The story on copper goes via China's wants an needs. They don't need now
              12/11/14
              • rvshaw
                Wow! $DAL 10% movement within the day. Market can't decide if low oil prices is good or EBOLA is bad.
                10/15/14
                Reply (1)
                • matratra: Lower oil price is boom for airlines but Ebola will scare passengers.
                  10/15/14
                  • rvshaw
                    $SDRL (and the rest of the drillers) don't seem to be able to find a bottom.
                    10/3/14
                    Reply (1)
                    • cameron0208: I was going to buy once it went under $25, which I thought was a LONG shot. But here we are...
                      10/3/14
                      • rvshaw
                        What's up with $STLD today?
                        9/19/14
                        Reply
                          • rvshaw
                            Wow! $SDRL crashed through $30!
                            9/19/14
                            Reply (4)
                          • View all 4 replies
                            • Chancer: $25 is in sight. $20 would not surprise me. So far, I held off adding waiting to be closer to a bottom. $NADL may be better buy here.
                              9/19/14
                            • asurath: I really doubt it, why panic on management's comments of weak demand until 2016 when they also say the dividend is safe to at least 2016??
                              9/19/14
                              • rvshaw
                                Some nice bargains out there today. Added to my $FCX holdings.
                                8/7/14
                                Reply (1)
                                • evanf: so am I also bought $bac $ve $ge
                                  8/7/14
                                  • rvshaw
                                    Logical market??? $BA beats earnings big, raises guidance, down 2.5%. $DAL beats by $.01, raises guidance, up 3%+.
                                    7/23/14
                                    Reply
                                      • rvshaw
                                        $JPS Are these distributions taxed as qualified dividends, or ordinary income?
                                        6/4/14
                                        Reply
                                          • rvshaw
                                            Buy $SDRL now, while still cheap: http://seekingalpha.com/a/1c541
                                            5/30/14
                                            Reply
                                              • rvshaw
                                                How about this $SDRL action? Up over 15% since the analysts wrote it off.
                                                5/29/14
                                                Reply (3)
                                              • View all 3 replies
                                                • kanianj19: agreed...now when we hit $40..they will change their minds
                                                  5/29/14
                                                • 31October: By "Up over 15% since the analysts wrote it off," you must mean "Up 15% since the manipulatists wrote it off so they could load up."
                                                  5/30/14
                                                  • rvshaw
                                                    Good day to go shopping. $DAL $WYNN $M
                                                    5/15/14
                                                    Reply
                                                      • rvshaw
                                                        Looks like it might be a big day for $SDRL
                                                        5/8/14
                                                        Reply (2)
                                                        • Energysystems: Solid numbers out of $RIG and a few other offshore drillers that reported earlier...glad the analysts gave me a great buying opportunity!
                                                          5/8/14
                                                        • rvshaw: True, I doubled my position at $34.
                                                          5/8/14
                                                          • rvshaw
                                                            $PSEC trashing two month's worth of dividends today.
                                                            5/7/14
                                                            Reply
                                                              • rvshaw
                                                                Interesting perspective on $SDRL http://bit.ly/1rJQpsc
                                                                5/1/14
                                                                Reply (7)
                                                              • View all 7 replies
                                                                • Debutant: Buy low, sell high, and enjoy the dividend in between
                                                                  5/2/14
                                                                • Urbannek: D- That is exactly what I believe in. Done it a few times too with BDCs.
                                                                  5/3/14
                                                                  • rvshaw
                                                                    $ESV reports dayrates +14% versus prior year. Slow down? Falling rates? Long $SDRL.
                                                                    4/29/14
                                                                    Reply
                                                                      • rvshaw
                                                                        Someone woke up to $SDRL!
                                                                        4/24/14
                                                                        Reply (1)
                                                                        • jaginger: $DO results moving the sector today.
                                                                          4/24/14
                                                                          • rvshaw
                                                                            $TIS Take my loss and move on.
                                                                            4/23/14
                                                                            Reply
                                                                              • rvshaw
                                                                                $SDRL According to Bloomberg, five new ultra-deepwater rig contracts were awarded the last quarter. However, if we look at the day-rates,
                                                                                4/22/14
                                                                                Reply (3)
                                                                              • View all 3 replies
                                                                                • rvshaw: their recent bearishness and downgrades for SDRL. http://seekingalpha.com/a/1a5jn
                                                                                  4/22/14
                                                                                • Big Bad Bulls: I agree...have to wonder when the stock is going to bottom because the day rate increases are disagreeing with the analysts expectations
                                                                                  4/22/14