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Vartu

Vartu
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  • Taser rallies following Ontario weapon orders [View news story]
    I was always taught not to challenge a police officer, to cooperate, say "yes sir" and "no sir." I have yet to be murdered.
    Apr 21, 2015. 09:24 AM | 2 Likes Like |Link to Comment
  • Seadrill Unlikely To Default On Debt [View article]
    SDRL saw a problem developing before most of their competitors and took action to protect itself. That shows they're pretty smart, I'd say. They'll be a survivor.
    Mar 21, 2015. 06:53 PM | 3 Likes Like |Link to Comment
  • Seadrill's Interesting Use Of Swaps Boosts Income And Lending Capacity [View article]
    You make the same tiresome comments whenever there's an SDRL article. Okay, you "bailed," why not haunt another stock for a while?
    Mar 17, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • Why It Doesn't Make Sense For Seadrill To Buy Back Its Own Shares, For Now [View article]
    Since nearly 100% of experts have been wrong on oil, drillers, etc. in the last year, you will find a hard time finding anyone to follow.
    Mar 14, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • Drillers fortify balance sheets while waiting for oil price recovery [View news story]
    When I read articles like "U.S. Producers Ready New Oil Wave" in today's WSJ, it does make me think oil is definitely going lower. The opening sentence includes "...American oil companies say they are poised to unleash a further flood that would keep prices from returning to lofty levels for a long time."

    RIG may wish they had asked to completely suspend rather than just reduce their dividend. As you say, the ones with deep pockets ought to survive and also the ones that are fast on their feet.
    Mar 14, 2015. 10:22 AM | Likes Like |Link to Comment
  • Madison Shooting Could Lead Investors Back To Taser After Q4 Shortfall [View article]
    So far, I haven't heard one way or the other whether the Madison officer was wearing a body cam. The future of this company is so bright, both here and abroad, that the current decline in share price is surprising to me.
    Mar 10, 2015. 07:44 AM | Likes Like |Link to Comment
  • Seadrill says it's bracing for two more years of rig market pain [View news story]
    SDRL's website still lists Rune Magnus Lundetræ as the CFO.
    Mar 7, 2015. 11:17 AM | Likes Like |Link to Comment
  • Why It Doesn't Make Sense For Seadrill To Buy Back Its Own Shares, For Now [View article]
    Dan Dicker says RIG and SDRL are two that you may want to start building a position in if you have a year or two investment horizon.
    http://bit.ly/1Fb6RK5
    An interesting discussion on offshore drillers.
    Mar 4, 2015. 05:15 PM | 2 Likes Like |Link to Comment
  • Taser drops after missing profit forecasts [View news story]
    I added a few 100 shares as the price kept dropping. Will likely add a little more.
    Feb 26, 2015. 10:57 AM | Likes Like |Link to Comment
  • Seadrill's Horrible, No Good, Very Bad Three Months [View article]
    Wouldn't bother me in the least if they haven't spent a cent on a share buyback, and it shouldn't bother you. There could be other and better opportunities to spend that money in the next few months. Acquisitions and/or retiring debt come to mind.

    They made a move that they felt was necessary, just as RIG is trying to do something similar. I'd much prefer that a stronger SDRL emerge from this oil downturn than a weaker one that put a couple bucks in my pocket.
    Feb 24, 2015. 08:42 AM | Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    Apple Pay gets Apple a small amount of revenue from the banks since the banks have will have lower losses from stolen credit cards, etc. It also makes iOS products even more attractive to buyers of mobile devices.

    Tim Cook may very well be the executive to push Apple far higher than Jobs could have. Time will tell, but he seems to be making the right moves now.
    Feb 23, 2015. 08:14 AM | Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    And where would Avalon and all the dozens of other miners and would-be miners get their ores processed?????

    BTW, Lynas has access to deposits of the heavy REEs.
    Feb 21, 2015. 08:18 AM | Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    There are a lot of miners or companies that plan to mine REEs, but there aren't many outside of China who can refine REEs. However those that have spent multi--millions to develop facilities to produce the actual REEs (Lynas , for example) have had very limited success. Have you looked at the price of LYSDY lately?
    Feb 20, 2015. 08:44 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
208 Comments
255 Likes