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Vartu

Vartu
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  • American Capital Agency And The Declining Book Value [View article]
    Considering all the factors that drive price of mREITS, any rough idea of what the trend will be when the Fed finally raises rates by a few basis points? Surely they all have all been planning for something like that.
    Jul 21, 2015. 11:19 AM | Likes Like |Link to Comment
  • Seadrill - A Solid Gamble On Oil Prices [View article]
    Yes, they were horribly wrong, but so was almost everyone else.

    If someone said they were going to cross a bridge, but days later the bridge was about to get washed out, so they stopped, would you fault them? When the facts change, the tactics need to change.
    Jul 21, 2015. 08:47 AM | 1 Like Like |Link to Comment
  • Linn Energy - Buy When There's Blood In The Streets [View article]
    You and me and my wife. Very few people guessed that energy would drop so quickly. Ridden it so far down since October, I don't know if it makes sense to take the loss. Things can happen in a hurry the other way, too, so...
    Jul 20, 2015. 05:32 PM | 5 Likes Like |Link to Comment
  • Wells Fargo makes big buy call on the mortgage REITs [View news story]
    I wonder how many work off the books. That barber, beautician, gardener, lawn care guy, carpenter, painter, handyman -- do they report all their earnings?
    Jul 7, 2015. 06:00 PM | 4 Likes Like |Link to Comment
  • A Deep Look At Depomed's Billion-Dollar Bet On Nucynta [View article]
    In April CNBC mentioned DEPO as an under-the-radar stock that was expected hit hit $38 by Piper Jaffray if I remember correctly. I think PJ was just beginning to cover the stock -- the 8th to cover.
    Jul 7, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • What Is Seadrill's Real Exposure To Petrobras' New 5 Year Spending Cut? [View article]
    I've been right here. I felt it was a safe assumption that Itzik12 bought SDRL before the dividend suspension. I did. While I am not happy to be missing those dividends, SDRL had to make some tough decisions with the sudden decline in oil price.
    Jun 30, 2015. 01:04 PM | 5 Likes Like |Link to Comment
  • Seadrill Drilling Into Debt [View article]
    Yeah, those K-1s are hell!
    Jun 30, 2015. 09:27 AM | Likes Like |Link to Comment
  • What Is Seadrill's Real Exposure To Petrobras' New 5 Year Spending Cut? [View article]
    A solid company with modern equipment, a nice dividend and involved with producing a product that is one of the basic essentials in the industrial and consumer world, oil. You just failed to see that suddenly there would be a glut. You're not the only one.
    Jun 30, 2015. 09:25 AM | 25 Likes Like |Link to Comment
  • Apple extends Liquidmetal exclusivity deal by another year [View news story]
    Could be different this time.
    http://bit.ly/1Lp15JT
    Jun 24, 2015. 07:15 PM | 1 Like Like |Link to Comment
  • Seadrill Ltd.: Whatever Happened To Patience? [View article]
    Gene is so busy bashing that he hardly has time to read what he is responding to. Very tiresome. Yes, we know he doesn't like SDRL, why not move on?
    Jun 20, 2015. 10:39 PM | 1 Like Like |Link to Comment
  • Seadrill Ltd.: Whatever Happened To Patience? [View article]
    SDRL is down 73%, RIG is down 63% and ORIG is down 71% in the last 12 months. SDRL's suspension of its dividend probably accounts for being down the most..
    Jun 20, 2015. 10:31 PM | 2 Likes Like |Link to Comment
  • Seadrill sells rig to Seadrill Partners to raise cash [View news story]
    "Some differences" can mean real headaches at tax time.
    Jun 17, 2015. 09:40 AM | Likes Like |Link to Comment
  • Seadrill sells rig to Seadrill Partners to raise cash [View news story]
    SDRL's canceling the dividend (RIG's dividend reduction) was an indication of anemic conditions. Conserving cash continues to seem prudent, until things settle more. Doesn't SDLP pay distributions rather than dividends?
    Jun 17, 2015. 08:55 AM | 3 Likes Like |Link to Comment
  • The Apple Vs. Google Battle Has Changed [View article]
    Yeah, but it still riles me that Google was working on Android while the Google CEO was sitting on Apple's BOD. Then Google gives Android away for free to Apple's competitors while Apple spends millions and millions of dollars developing its iOS.
    Jun 4, 2015. 09:52 PM | 4 Likes Like |Link to Comment
  • Seadrill: Still Unimpressed [View article]
    Correction, they were all down today, but SDRL was down a bit more than ORIG. SDRL up in after hours.
    May 28, 2015. 06:11 PM | 1 Like Like |Link to Comment
COMMENTS STATS
230 Comments
312 Likes