Seeking Alpha


Send Message
View as an RSS Feed
View timddeb's Comments BY TICKER:
Latest  |  Highest rated
  • Why Unilever Can Still Be Put In Every Retirement Portfolio, Close To Double-Digit Returns Ahead [View article]
    Sanjay. Yup. 1890
    Mar 3, 2015. 01:35 AM | 1 Like Like |Link to Comment
  • Shell Replaced Only 26% Of Its Produced Reserves In 2014 [View article]
    er, I have a 8 year old Diesal Clio. At the speed limits allowed I have just done 800 miles on a 60 litre tank. Will need to fill up soon...... That is with an eight year old car. What improvements has there been since, ignoring DPFs?
    So if I am getting that sort of mileage, car consumption must surely drop soon. I seem to remember though that cars only use a small percentage of the total use of crude oil. The rest of consumer markets will not have sttod still. With improved technology in ship engines, and better insulation in buildings, energy requirements per head are going down.
    China and India have a lot of heads though and more people can afford AC or heating etc. SO the world's energy requirments are going to increase, but from my trips around India and China I didn't see any Shell, BP or Exon signs. SO the energy requirments of Shell's customers is likely to reduce while the world energy consumption goes up. Unless Shell wants to expand into politically dodgy areas their strategy whether by design or luck, makes sense to me
    Feb 24, 2015. 03:45 AM | Likes Like |Link to Comment
  • Should You Be Bottom-Fishing On HSBC? [View article]
    now's the time!!!!
    Feb 23, 2015. 09:06 AM | Likes Like |Link to Comment
  • Why Do Masochistic Greeks Want To Be In The Euro? [View article]
    Has it occured to anyone that the current guy in Greece wants to leave the Euro, BUT wants to make the other guys look like the bad guys? Greece will be better off when it can undercut Gramany but, they do not want to lose Face.
    Feb 23, 2015. 09:05 AM | Likes Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    take one of your old machines and install debian or other linux based system. Download Libre office for free, and voila, you will have a faster PC that will still read and write all your Office files, only better.
    BTW when 10 is rolled out you will be able to "upgrade" to it for free in the first year.MSFT have possiblefinaly realised we are pissed. Only thing is 10 from all I have seen is a re write of 8.1. So investigate Linux before going to Mac. Isuspect you won't enjoy Mac much but will wonder why you waited so long for Linux.....
    Feb 21, 2015. 08:04 AM | 4 Likes Like |Link to Comment
  • Should You Be Bottom-Fishing On HSBC? [View article]
    HSBC has a big presence in Hong Kong, in my opinion a town (province?) which is on the road to nowhere, and China, which might start to give a good return for HSBC when China picks up. They are also well placed around the globe. The retail division is still a mess for it's customers, I know they are the best of a bad lot in Hong Kong but that is part of the point. They are just ahead of the competition so they have a large customer base. So a well placed bank globally. I have been reading the @revelations@ in the press. So far all I can see is, "this person is going to be investigated, but they kept the account open".
    What would you do if you were the bank? Close the account and risk the ire of the regulator when you tipped the criminal off? Not everyone under suspicion turned out to be a criminal! ALso the swiss unit has been sorted out. So I for one think this is more driven by journalists than regulators. Yes there will be some fines but HSBC is well placed. From my mind this is contrarian bet. Just that, a bet, but with good odds and good info behind it. I am holding a long position and riding with it.
    Feb 20, 2015. 04:39 AM | Likes Like |Link to Comment
  • The U.K.'s Utility Sector: National Grid, Part 1 [View article]
    you should see what we do when we're bored!
    Feb 18, 2015. 04:37 PM | Likes Like |Link to Comment
  • The U.K.'s Utility Sector: National Grid, Part 1 [View article]
    I think you might find that is the notional price of the shares when they were IPO'd, to use the 21st century parlance. (i.e. Net worth of the company as a rough guess by the marketmakers)
    It has virtually nothing to do with the share price.
    I would love to know if I am wide of the mark.....................
    Feb 16, 2015. 08:29 AM | Likes Like |Link to Comment
  • The U.K.'s Utility Sector: National Grid, Part 1 [View article]
    I noticed someone mentioned EDF. I retreated from them because
    1/ The French Gvmnt takes too much Tax.
    2/ The French Gvmnt is a large shareholder, and they need money, hence the
    pressure is on to pay large dividends.

    I cannot see this being good for EDF down the road...............
    Feb 14, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • Strengthening U.S. Dollar Presents Remarkable Foreign Opportunities - GlaxoSmithKline [View article]
    how is the UK pound doing against other currencies?
    Feb 4, 2015. 11:16 AM | Likes Like |Link to Comment
  • Lockheed Martin: Prospects Remain Bright Despite Mixed Quarter 4 Results [View article]
    And nobody can believe that the US administration is so short sighted it thinks it is not going to increase defense spending very soon. Hi tec helps keep boots off the ground!
    Jan 31, 2015. 12:04 AM | 1 Like Like |Link to Comment
  • Unilever's Slower Dividend Growth Could Mean It's Time To Sell [View article]
    Does not hold UL but if he did...................
    Says it all to me. I do hold and am staying
    Jan 30, 2015. 03:58 AM | 3 Likes Like |Link to Comment
  • Lockheed Martin: Well Positioned For Growth [View article]
    Whether or not the F35 stinks is not the question. What is the question is, is it better than all the rest. The answer is probably (read almost certainly), for now.
    Jan 23, 2015. 08:29 AM | Likes Like |Link to Comment
  • Lockheed Martin: Well Positioned For Growth [View article]
    When I read comments from Americans I can almost guarantee they under estimate the effect China is going to have. They have a border dispute with every one of their neighbours, apart from those they have annexed. Their current treatment of Hong Kong, Japan, the Philipines India and Pakistan shows their true intent:- Japan had a good idea, but the rule should be from Behjing, not Tokyo. Their military spending has incresed mightliy, and they are test bedding aircraft carriers. They have devoted a huge amount of money into developing a combat capable Jet engine, which stolen plans will help to aid, and their weapons are for sale. If the USA cannot devote enough funds to R&D they will not be able to close the gap with China. You can't spend on R&D when you don't have the sales. Obama has screwed up mightily in the East, ISIS is a direct result of moving the troops out too soon. If you want to guess the winners of any war for the past few centuries look at the GDP of the two sides. WWII was a lost cause for the UK until USA pulled them out of the mire. War in the Pacific? During that campaign USA built 10 times as many aircraft carriers as Japan, and had better equipment. The Bushido code did not win the war. LMT need to sell abroad to be able to continually provide bigger and better sticks, but when a Nation has to choose between say an F35 or a Chinese equivalent but is cheaper and perfoms as well/ better what do you think they will choose? Money talks and....... There are many nations who are not so fond of America that they will not look elsewhere. SO my hope is the LMT continues to do well, and I have bet a large portion of my portfolio on it, however, I am also noting the rise in SP of the Chinese arms manufacturers and worry that the USA has lost the will to win. China has not.
    Jan 22, 2015. 05:38 AM | Likes Like |Link to Comment
  • Lockheed Martin Looks To International Markets To Fuel Growth [View article]
    fingers crossed then? Hmm
    Jan 15, 2015. 05:17 AM | Likes Like |Link to Comment