Seeking Alpha

Vartu

Vartu
Send Message
View as an RSS Feed
View Vartu's Comments BY TICKER:
Latest  |  Highest rated
  • Seadrill Ltd.: I Don't Care About Analyst Downgrades, I Will Buy More Seadrill Shares Today [View article]
    I'll bet a lot of frackers wish you were right.
    Dec 4, 2014. 10:48 AM | Likes Like |Link to Comment
  • Update: Taser International Receives A Present [View article]
    An article in today's St.Petersburg newspaper, "Gulfport to review body camera policy," about the use of body-cams by a suburb. Gulfport has used them for 5 years as an alternative to dash-cams. They claim dash-cams are 5x as expensive to use. The police chief says he's not aware of any negative impacts on officers or the people being recorded. He is asking for opinions of local people about their use.
    Dec 4, 2014. 09:02 AM | 1 Like Like |Link to Comment
  • Seadrill's Dividend Cut; The Analysts Weigh In [View article]
    If suspending the dividend is what helps SDRL ride out this sudden collapse in the oil market, I'm all for it. A serious disappointment, sure, but I'd rather be invested in a healthier SDRL in the next few quarters than one struggling for survival.
    Dec 1, 2014. 03:08 PM | 2 Likes Like |Link to Comment
  • Linn Energy: What To Do After Friday's Massacre [View article]
    It's good that you mention "distribution." LINE pays a distribution (LNCO pays dividends) that is a pain in the neck at tax time with its K-1. Keeping track of all that has been distributed to you when you sell is also a challenge.
    Dec 1, 2014. 03:02 PM | 2 Likes Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    I see a RIG high of about $160, but a lot has happened since then -- a little problem in the Gulf, competitors like SDRL., etc.
    Nov 29, 2014. 09:33 PM | 1 Like Like |Link to Comment
  • Stay Away From Seadrill [View article]
    Don't forget that JF likes to collect those dividends himself. With the surprisingly precipitous drop in oil prices, maybe JF thought the radical decision to alienate stockholders by suspending the dividend was more than balanced by the opportunity to use that money for some else -- like acquisitions. Sure, it can also be used to shore up the balance.

    Expensive oil, like in the Bakken, may stay in the ground longer, and that will bring supply & demand into balance. Isn't oil coming from SDRL rigs cheaper than a lot of oil currently being pumped?
    Nov 28, 2014. 09:01 AM | 7 Likes Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    MAYHAWK, read further down and you'll see that others still don't understand the relationship between share price and dividend percent.

    At the high of the last 12 months, it was only 9.2%.
    Nov 27, 2014. 01:35 PM | 3 Likes Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    As long as SDRL's rigs can produce oil at a reasonable profit (probably better than the Bakken), isn't the future a little brighter than the gloom & boomers are saying?
    Nov 26, 2014. 03:08 PM | 2 Likes Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    Stock buyback helps support the share price. Fewer outstanding shares means profit per share rises.
    Nov 26, 2014. 02:56 PM | 3 Likes Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    It may take me several years to recover from this, but selling while I'm seriously underwater doesn't seem like a wise move. Maybe I'll just take my losses gradually over the next few years????

    Regarding dividend suspension, I saw Stephen Weiss on CNBC say what would you expect with such a high dividend, but the percent wasn't so high when the stock was in the high 30s & LOW 40s.
    Nov 26, 2014. 01:55 PM | 3 Likes Like |Link to Comment
  • Seadrill's Earnings Announcement And Conference Call On November 26 Is 'Can't Miss' For Investors [View article]
    Yes, when M$M shows up, the thread become less useful.
    Nov 24, 2014. 09:42 PM | 3 Likes Like |Link to Comment
  • Update: Rosneft-North American Drilling Break-Up Period Extended Until May [View article]
    And after Ukraine, the 3 Baltics, Moldova (and other former Soviet Republics), and then the former Warsaw Pact countries -- Poland, Hungary, Romania, etc.?
    I guess Putin's belligerence distracts his people from the fact that Russia is in decline. A higher death rate than birth rate in a country with half the population of the US that would collapse without its oil. Russia used to be the core of the Soviet Union, but the Soviet Union was a failed state itself.
    Nov 9, 2014. 03:46 PM | 1 Like Like |Link to Comment
  • Update: Rosneft-North American Drilling Break-Up Period Extended Until May [View article]
    Anthony, thanks for posting this news. Your article and the comments that follow are very useful.
    Nov 9, 2014. 09:05 AM | 6 Likes Like |Link to Comment
  • Seadrill's Future Comes Into Focus Upon Expiration Of Rosneft Breakup Rights [View article]
    Didn't you already say something like that somewhere above among your 100s of messages? Really tiresome!
    Nov 5, 2014. 05:54 PM | 2 Likes Like |Link to Comment
  • Update: Seadrill Partners' Unit Price Is At The Bottom Of A Possible Trading Range [View article]
    I'm philosophical about my SDRL position. If I didn't own any, I might consider buying now. If I sold today, I would be locking in a loss. Ergo, I'm staying long. Lots can happen quickly in the Middle East, so the steep decline in oil could be brief.
    Nov 4, 2014. 12:36 PM | 1 Like Like |Link to Comment
COMMENTS STATS
207 Comments
252 Likes