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Ilioula

Ilioula
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  • Pentair announces dividend increase, share repurchase program [View news story]
    The ratios are misstated: $1.10 is the historical (last 4 quarters) dividends; the current dividend is $1.20 (and stated as such) on a quarterly basis, so; the yield increased by .08/1.20=6.66%.NOT 16%. I look at these a lot and have never seen this before.
    Dec 10, 2014. 02:27 PM | Likes Like |Link to Comment
  • Seadrill's Dividend Cut; The Analysts Weigh In [View article]
    Force Majeure-with suddenly half the world at war and the other half in recession war/price war/currency war, no one could have seen this comming, on one! Management did what it had to. The near term looks bleak indeed, however with the entire middle east in flames and Russia looking for payback, the odds of a shock price move are very good.
    We may see $100 oil sooner when we think.
    Dec 1, 2014. 12:49 PM | 5 Likes Like |Link to Comment
  • 4 Things To Know About Seadrill Before Throwing It Overboard [View article]
    I love SDRL right here. You boys are a bunch of yellow bellies! Newest fleet; Russian inside track; bookings to 2016...wtf? Gents we are one, just one, incident in the Gulf or the Suez or South China sea, from...boom oil $130. Tell me, what is most likely, peace in our time or mayhem?
    Oct 21, 2014. 07:26 PM | 7 Likes Like |Link to Comment
  • Analysts note strong Seadrill dayrates, but caution on potential dividend cut [View news story]
    Don't believe the Rosneft deal is dead; with headlines things are not always what they seem. Don't forget Exxon had just struck the largest find in the arctic to date.
    Ukraine needs gas, as does Europe, as part of that the deal is to open drilling in the arctic. Lets see how this unwinds.
    Oct 14, 2014. 03:14 PM | 5 Likes Like |Link to Comment
  • Verizon Communications Inc. Is Focused On Generating Cash And Lowering Debt [View article]
    With VZs growth potential I'd be surprised to see $30.00s. I'd buy though.
    Oct 14, 2014. 03:04 PM | 2 Likes Like |Link to Comment
  • How Higher-Yield Stocks Decrease Risk In Dividend Growth Portfolios [View article]
    Well reasoned. But I would hardly call the need for current income "instant gratification." I'd call it necessary.
    Sep 24, 2014. 01:30 PM | 1 Like Like |Link to Comment
  • When Elephants Fight, Ants Perish - Exxon Mobil, Seadrill And EU/USA Sanctions [View article]
    Not to mention litigation expense possibly being off the charts for another Macondo desaster. My assumption is that the majors will avoid older rigs of every sort. Therefore, E&P companies will be forced to upgrade and retire a larger portion of fleets than anticipated. Good news for SDRL. The situation looks bleak, as it always does just before the dawn.
    "Hard pounding this, gentlemen...try who can pound hardest!"
    Wellington before Waterloo.
    Sep 15, 2014. 08:23 AM | 3 Likes Like |Link to Comment
  • I Feel Like A Thief Buying IBM At Today's Low Valuation [View article]
    No...everyone is an amateur and the only attitude that should matter is one's own.
    My family has owned IBM since 1974; I sold my inherited shares two years ago. The price I sold was the same as the price I inherited the shares-no gain, none. Simply stated IBM's strategy won't work. Granted, they have a huge legacy business which won't go away any time soon, however the high margins they expect in the future will simply not materialize. Their lunch will be eaten by low margin rivals and those fat margins everyone expects will not appear.
    Worse, they are trying to get rid of the very business which could ensure their future, namely their crown jewel, R&D.
    They should be attempting to monetize their patient library and form partnerships aimed at bringing products and services, based on those partnerships, to market ASAP. The company is blocking innovation, not supporting it. They are throwing away their main chance! It is the most foolish waste of genius I've ever seen.
    Aug 10, 2014. 10:29 AM | 1 Like Like |Link to Comment
  • Big Banks Hit With Monster $250 Billion Lawsuit In Housing Crisis [View article]
    There are two camps here. Those familiar with banking and those not. I am-this was a massive, willful fraud from the word go. Does anyone think a bank would, or should lend an unqualified credit $500 large (for the bank's own portfolio)? They never would thus they, and all the associated servicing organs too were a party to this, everyone, guilty.
    This could not have occurred otherwise. The problem really is that the only bank casualties are the share holders; as usual.
    Jul 16, 2014. 08:46 PM | 4 Likes Like |Link to Comment
  • Atwood optimism no help today as Seadrill sinks on convertible sale [View news story]
    It is the application of leverage. Mgmt. sees opportunities. Look only at the potential of the Rosneft deal.
    Jul 8, 2014. 05:17 PM | Likes Like |Link to Comment
  • New York Mortgage Trust with 13M share secondary [View news story]
    Stock issued at a premium is what u want to see. Great management.
    Apr 1, 2014. 10:49 PM | 2 Likes Like |Link to Comment
  • New York Mortgage initiated a Buy at UBS [View news story]
    I've owned NYMT since 11/2011. It paid compounded dividends for all this time at a price lower than my initial investments. When the stock price moves above nav all newly issued stock is accretive-the higher the price the more accretive. Reits and BDCs both issue additional shares above nav, when they can. So, I'm not really concerned, I'm happy.

    This is a very good investment.
    Mar 23, 2014. 07:57 AM | Likes Like |Link to Comment
  • Hercules punished for conservatism amid frothy market [View news story]
    I read the transcript and fully agree with management. Banks have lots of capital and not much sense.
    Feb 28, 2014. 01:44 PM | Likes Like |Link to Comment
  • Seadrill could be headed for a dividend cut, Wells Fargo says [View news story]
    The dividend is very nice, however it is not why I own the company. The replacement cost (of oil) will recover and unless water becomes the fuel of choice, oil will rise. The reasons for owning the stock have not changed.
    Feb 12, 2014. 01:26 PM | 2 Likes Like |Link to Comment
  • Deepwater drillers could plunge 35% on average, Barclays says [View news story]
    Knowing bankers as I do, my first thought was "market manipulation." Most readers of this column know the virtues and vices of SDRL and have made their call. But...there was something funky/uninformed/lazy about this Barclay call. TP bulls eye.
    Jan 28, 2014. 06:45 PM | 1 Like Like |Link to Comment
COMMENTS STATS
36 Comments
39 Likes