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Vartu

Vartu
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  • Re-Evaluating My SeaDrill Limited Holdings [View article]
    However, from Seadrill's annual report:
    "Earnings per share
    Basic earnings per share ("EPS") is calculated based on the income (loss) for the period available to common stockholders divided by the weighted average number of shares outstanding for basic EPS for the period. Diluted EPS includes the effect of the assumed conversion of potentially dilutive instruments which for the Company includes share options, restricted stock units and convertible debt. The determination of dilutive earnings per share requires the Company to potentially make certain adjustments to net income and for the weighted average shares outstanding used to compute basic earnings per share unless anti-dilutive."

    I guess there's "Basic EPS" AND there's "Dilutive EPS."
    Jul 30 06:49 PM | Likes Like |Link to Comment
  • Re-Evaluating My SeaDrill Limited Holdings [View article]
    I see the reference to Seadrill, but I don't see any specific reference to whether or not bonds that are converted are a dilution. I see references to dilution, but in regard to how that affects the bond value. Frankly, I would think it would NOT be dilution.

    However, since the announcement says: "the number of common shares outstanding in Seadrill has increased by 23,827,751 shares," I guess there is dilution. Confusing stuff!

    Thankfully, SDRL did not have a bad day today.
    Jul 30 05:59 PM | Likes Like |Link to Comment
  • Re-Evaluating My SeaDrill Limited Holdings [View article]
    Dilution or not? I read opinions that converting these bonds to SDRL shares is NOT dilution because that was already figured into the number of shares. I also read that it is dilution.

    If I own a convertible bond and its is worth one share and I convert it and dilution drives down the share price, that seems wrong and unfair. Or, when the bond is issued, is the dilution already figured into the value of one share?
    Jul 30 09:07 AM | Likes Like |Link to Comment
  • Update: Seadrill Bond Conversion A Done Deal; Little Guys Might Not Benefit [View article]
    Article in today's WSJ about oil companies drilling more in wealthy (safer/stabler) countries. New Zealand and Australia are mentioned, but some resistance to offshore drilling -- a PBR drill ship may have been chased away. Anadarko and others are drilling offshore.
    Jul 28 09:20 AM | Likes Like |Link to Comment
  • Should You Buy Or Sell InvenSense Going Into Earnings? [View article]
    If INVN has gotten in bed with AAPL, shouldn't some of that revenue & profit show up in the April/June quarter? Apple products are likely in production.
    Jul 25 11:40 AM | Likes Like |Link to Comment
  • The Guts Behind Apple: InvenSense Set To Capitalize On The iPhone 6 And Apple Wearables [View article]
    I think it was the CEO of INVN who was on CNBC a few months ago to explain their 1st quarter results. As I recall, one thing he said was that they had been building inventory in preparation for someone's major product launch, but he wouldn't go further. I bought a little at $17.30 and a little more after that.
    Jul 22 08:54 AM | 2 Likes Like |Link to Comment
  • 3D Systems Experiences Growing Pains [View article]
    Citron Research came out with their usual blast at 3D companies -- DDD in particular.
    Feb 5 05:34 PM | Likes Like |Link to Comment
  • Seadrill Expects Forward Growth And Offshore Drilling Industry Strength [View article]
    I guess you know that KMP is an MLP and pays distributions that complicate things at tax time every year and when sold.
    Feb 5 10:22 AM | Likes Like |Link to Comment
  • Kain buying stock of other mREITs [View news story]
    That's why Apple will be having someone else make its iPhone/Pad chips soon.
    Feb 4 05:34 PM | Likes Like |Link to Comment
  • Molycorp And The Pandora Production Principle [View article]
    Lynas has a state-of-the-art plant for processing rare earths and nearby are major deposits of the heavy rare earths. Their LAMP has been having teething problems, but once fully sorted out, it will be a very major asset.
    Feb 4 05:00 PM | Likes Like |Link to Comment
  • Seadrill Expects Forward Growth And Offshore Drilling Industry Strength [View article]
    Check Yahoo for NE since Google finance doesn't show it.
    Feb 4 09:34 AM | Likes Like |Link to Comment
  • Molycorp And The Pandora Production Principle [View article]
    Who knows what other strategic systems employ components requiring rare earth elements. If in their national interest, China could make it very difficulty to procure.
    Feb 4 09:31 AM | Likes Like |Link to Comment
  • Seadrill Expects Forward Growth And Offshore Drilling Industry Strength [View article]
    Today's WSJ article on Exxon's profit dip says that their oil and gas production was down 1.8% compared to last year and that they are betting on petroleum deposits in Canada's oil sands to Russia's ice-choked seas to boost production. Those "seas" will require some equipment.
    Jan 31 09:22 AM | 1 Like Like |Link to Comment
  • Himax: Going Big Or Going Home In 2014 [View article]
    LCD is current technology. LEDs are simply backlighting the LCDs -- used to be fluorescent backlighting.
    Jan 29 10:49 PM | 1 Like Like |Link to Comment
  • Seadrill Expects Forward Growth And Offshore Drilling Industry Strength [View article]
    Why not put SDRL in both your taxed and non-taxed accounts? Why would you be concerned?
    Jan 28 09:01 PM | Likes Like |Link to Comment
COMMENTS STATS
156 Comments
140 Likes