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Vartu

Vartu
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  • Apple's Dirty Little Rare Earth Secret [View article]
    It's a potential problem for a very wide range of industries that use REEs. Various of these rare earths are used in all sorts of applications. The prices from the Chinese have prevented competitors outside China from becoming successful -- although quite a few have tried.
    Feb 20, 2015. 08:18 AM | 2 Likes Like |Link to Comment
  • Seadrill: Another Temporary Setback To Buy [View article]
    "In addition the author, and others not only recommended the stock back in August but also while oil was continuing to drop all the way down week after week -- he was telling us to catch a falling knife -- how stupid. Readers should be aware of this."

    What an absurd comment! Oil goes up and down: Brent was higher on 10/2/14 ($91.29) than it was on 6/26/12 ($90.19), for example. It appears that nearly everyone was caught by surprise -- including major investors with millions of dollars invested in oil.
    Feb 16, 2015. 08:36 AM | 1 Like Like |Link to Comment
  • Seadrill: Another Temporary Setback To Buy [View article]
    Maybe the author should have been the one who predicted the sudden drop in oil prices. He could have then warned SDRL, RIG, PACD, ORIG, VTG and others and prevented a lot of losses for us investors.
    Feb 15, 2015. 10:36 AM | 8 Likes Like |Link to Comment
  • Update: Seadrill's Partner Rosneft Will Postpone Drilling In The Kara Sea [View article]
    How highly regarded is Russian industry (quality, efficiency) when they enter a new, specialized sector of manufacturing?
    Feb 15, 2015. 10:23 AM | Likes Like |Link to Comment
  • Seadrill: Another Temporary Setback To Buy [View article]
    You're right, they should have forecast the precipitous drop in the price of oil and the many ramifications.
    Feb 15, 2015. 09:00 AM | 7 Likes Like |Link to Comment
  • Banco Latinoamericano EPS of $0.93 [View news story]
    Does BLX have much exposure to the problems in Venezuela?
    Feb 11, 2015. 05:10 PM | Likes Like |Link to Comment
  • Update: Seadrill's Partner Rosneft Will Postpone Drilling In The Kara Sea [View article]
    Yeah, Greece is far enough away from Russia that Putin won't come after them.
    Feb 2, 2015. 07:03 PM | Likes Like |Link to Comment
  • Seadrill Shareholders Should Be Patient [View article]
    If I felt I didn't own enough and thought the price was going much higher, PoG's plan would make a lot of sense.
    Feb 1, 2015. 09:10 AM | Likes Like |Link to Comment
  • InvenSense Q3 FY15 Earnings Preview [View article]
    Qualcomm's problem was that it was losing some of Samsung's business.
    Jan 29, 2015. 06:02 PM | 2 Likes Like |Link to Comment
  • Seadrill to guarantee North Atlantic Drilling bond [View news story]
    I, for one, am glad that JF anticipated the collapse in oil and quickly took action to protect the viability of SDRL. It may have been an unpopular move, but it likely means a healthier SDRL when things settle down. I took some tax losses, but I'll buy some back after that 30 day period passes.
    Jan 22, 2015. 11:52 AM | 6 Likes Like |Link to Comment
  • Seadrill Shareholders Should Be Patient [View article]
    An article in today's WSJ says that Schlumberger has acquire a minority stake in Russia's largest onshore drilling company. Looks like some deals with Russia are OK.
    Jan 21, 2015. 09:33 AM | Likes Like |Link to Comment
  • North Dakota rig count at lowest level since November 2010 [View news story]
    Looks like the Reserve is 95% full -- 36m to top it off.
    Jan 12, 2015. 10:26 PM | Likes Like |Link to Comment
  • Apple's WiFi Firestorm: Not A Threat, But Could Lead To An Acquisition [View article]
    Running the latest versions on my Macs (Yosemite) and iPhone/Pad/Pod (iOS 8.1.2, etc.) and all is working well.
    Jan 12, 2015. 03:08 PM | 10 Likes Like |Link to Comment
  • Seadrill And North Atlantic Drilling Discuss The Conditions In The Offshore Drilling Industry [View article]
    From what I'm hearing, the over-supply is close to 2%. Seems like a few twists and turns in international events could make that disappear.
    Dec 17, 2014. 09:26 PM | Likes Like |Link to Comment
  • Seadrill And North Atlantic Drilling Discuss The Conditions In The Offshore Drilling Industry [View article]
    I got the same amount of dividends per SDRL share as JF did. I'll bet he is also unhappy about the dividend suspension.
    Dec 10, 2014. 08:27 AM | Likes Like |Link to Comment
COMMENTS STATS
225 Comments
298 Likes