pprimo's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/103226/comments http://seekingalpha.com/article/99565-s-p-500-and-oil?source=feed#comment-282523 282523
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]]> http://seekingalpha.com/article/91147-game-changer-in-solar-energy-pg-e-inks-deal?source=feed#comment-231941 231941 Sat, 16 Aug 2008 13:18:15 -0400 http://seekingalpha.com/article/62457-altria-spin-details?source=feed#comment-115332 115332 MO would fall 17.00 but PM would rise 17.00. or so.

You can bet that mo has something up their sleeves besides buybacks. UST will suffer as MO's moist tobacco gains share, and when the price comes down, that will be the right timing for an acquisition. UST cannot compete against that much lower pricing by MO longer term. Watch UST's reported margins as the respond to the MO challenge.

]]> Fri, 08 Feb 2008 17:09:56 -0500 MO would fall 17.00 but PM would rise 17.00. or so.

You can bet that mo has something up their sleeves besides buybacks. UST will suffer as MO's moist tobacco gains share, and when the price comes down, that will be the right timing for an acquisition. UST cannot compete against that much lower pricing by MO longer term. Watch UST's reported margins as the respond to the MO challenge.

]]> http://seekingalpha.com/article/62608-countrywide-s-angelo-mozilo-a-portrait-of-suspicious-insider-selling?source=feed#comment-114316 114316
Hang him high for all to see.]]> Sun, 03 Feb 2008 10:46:49 -0500
Hang him high for all to see.]]> http://seekingalpha.com/article/62608-countrywide-s-angelo-mozilo-a-portrait-of-suspicious-insider-selling?source=feed#comment-114315 114315
Interesting that he renegotiated his contract, removing stock price, equation giving him incentive to drive the price DOWN so he could buy back in cheaper.
]]> Sun, 03 Feb 2008 10:43:52 -0500
Interesting that he renegotiated his contract, removing stock price, equation giving him incentive to drive the price DOWN so he could buy back in cheaper.
]]> http://seekingalpha.com/article/57747-ldk-found-error-free-rises-30-where-is-the-solar-rally?source=feed#comment-106080 106080 Wed, 19 Dec 2007 13:04:36 -0500 http://seekingalpha.com/article/57097-memc-getting-ahead-of-itself?source=feed#comment-105492 105492
That deal combined is $3-$4 billion in revenue to MEMC through 2017.

]]> Sat, 15 Dec 2007 12:46:00 -0500
That deal combined is $3-$4 billion in revenue to MEMC through 2017.

]]> http://seekingalpha.com/article/57097-memc-getting-ahead-of-itself?source=feed#comment-105229 105229

]]> Thu, 13 Dec 2007 15:22:44 -0500

]]> http://seekingalpha.com/article/56933-american-eagle-outfitters-is-cheap-relative-to-its-peers?source=feed#comment-105157 105157 Thu, 13 Dec 2007 08:23:36 -0500 http://seekingalpha.com/article/50502-bolt-a-buy-noble-grows-profit-and-margins?source=feed#comment-101150 101150
up 6% in one day. Now, just waiting for buybacks to kickin. Maybe that was a contributor to today's action.]]> Tue, 06 Nov 2007 18:36:36 -0500
up 6% in one day. Now, just waiting for buybacks to kickin. Maybe that was a contributor to today's action.]]> http://seekingalpha.com/article/51716-iez-schlumberger-s-weak-earnings-call-sector-valuation-into-question?source=feed#comment-101149 101149
I'm in the camp of GOM's weakness is an opportunity in a big way at 100.00 oil. And international companies will be the main players. Think about buying rigs and services with the US dollar in the toilet. GREAT ROI, risk/reward.

]]> Tue, 06 Nov 2007 18:34:17 -0500
I'm in the camp of GOM's weakness is an opportunity in a big way at 100.00 oil. And international companies will be the main players. Think about buying rigs and services with the US dollar in the toilet. GREAT ROI, risk/reward.

]]> http://seekingalpha.com/article/50502-bolt-a-buy-noble-grows-profit-and-margins?source=feed#comment-100883 100883
My target for this next upleg should bring the price to 63-67. The questions surrounding the CEO's abrupt departure have been addressed. That was holding the stock down, creating a divergence with RIG/GSF that I expect to close. The drillers have held up well in a tough tape even increasing several points during several hundred point drops. I like what I see.

Oil collapsing is the most worriesome aspect here. Although the market is increasing realizing that these long terms contracts are not dependent on the price of oil. The costing of the drilling projects by the customers are done on 43.00 oil.

With the Major Oil companies production declining, they are expected to more aggressive in the drilling programs to help replace the increasing losses of access to NOC's reserves.

]]> Sun, 04 Nov 2007 09:49:25 -0500
My target for this next upleg should bring the price to 63-67. The questions surrounding the CEO's abrupt departure have been addressed. That was holding the stock down, creating a divergence with RIG/GSF that I expect to close. The drillers have held up well in a tough tape even increasing several points during several hundred point drops. I like what I see.

Oil collapsing is the most worriesome aspect here. Although the market is increasing realizing that these long terms contracts are not dependent on the price of oil. The costing of the drilling projects by the customers are done on 43.00 oil.

With the Major Oil companies production declining, they are expected to more aggressive in the drilling programs to help replace the increasing losses of access to NOC's reserves.

]]> http://seekingalpha.com/article/52434-comparing-bubbles-china-vs-nasdaq-and-homebuilders?source=feed#comment-100847 100847
Looking for a trading pair that may help. ]]> Sat, 03 Nov 2007 19:14:17 -0400
Looking for a trading pair that may help. ]]> http://seekingalpha.com/article/52209-transocean-tops-estimates-on-increased-rig-rental-rates?source=feed#comment-100479 100479
The other highlight from the transocean call was the increasing aggressivness on the part of the Large oil companies towards their drilling programs. currently the most agressiveness is being shown by the NOC's or nationally owned oil companies.

DO's valuation target was recently raised to 178.00/shr, expect the rest of this elite group to follow.]]> Wed, 31 Oct 2007 20:36:53 -0400
The other highlight from the transocean call was the increasing aggressivness on the part of the Large oil companies towards their drilling programs. currently the most agressiveness is being shown by the NOC's or nationally owned oil companies.

DO's valuation target was recently raised to 178.00/shr, expect the rest of this elite group to follow.]]> http://seekingalpha.com/article/51742-no-reason-for-national-oilwell-varco-s-stagnant-stock?source=feed#comment-100203 100203
]]> Mon, 29 Oct 2007 13:38:14 -0400
]]> http://seekingalpha.com/article/51742-no-reason-for-national-oilwell-varco-s-stagnant-stock?source=feed#comment-100202 100202
]]> Mon, 29 Oct 2007 13:38:14 -0400
]]> http://seekingalpha.com/article/50383-noble-corporation-poised-for-a-jump?source=feed#comment-99127 99127 NBL) and Noble Corp (NE) are not the same company. Noble Corp (NE) did not discover a well in cameroon and will never be reflected in the price of Noble Energy. Please don't post items when you do not have the facts correct.]]> Thu, 18 Oct 2007 19:07:58 -0400 NBL) and Noble Corp (NE) are not the same company. Noble Corp (NE) did not discover a well in cameroon and will never be reflected in the price of Noble Energy. Please don't post items when you do not have the facts correct.]]> http://seekingalpha.com/article/45150-are-oil-prices-increasing-at-a-rapid-rate?source=feed#comment-94260 94260
1)alternative energy will begin to displace oil rapidly not requiring the expenditures to find new sources, that may have very low probabilities of being found anyway.

OR

2)they are rolling the dice and betting on a worldwide slowdown bring supply back in line with demand.

the first case would be supported by huge investments in Alternative energy. I have not seen that for either one though BP seems to think advertising "Beyond Petroleum" is enough. Yikes!

If anyone has the number that each oil company spends on alternative energy developments, I would love to see them.]]> Tue, 21 Aug 2007 19:04:41 -0400
1)alternative energy will begin to displace oil rapidly not requiring the expenditures to find new sources, that may have very low probabilities of being found anyway.

OR

2)they are rolling the dice and betting on a worldwide slowdown bring supply back in line with demand.

the first case would be supported by huge investments in Alternative energy. I have not seen that for either one though BP seems to think advertising "Beyond Petroleum" is enough. Yikes!

If anyone has the number that each oil company spends on alternative energy developments, I would love to see them.]]>