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  • Buying Seadrill Is A Speculative Bet Based On FCF Analysis [View article]
    SDRL reminds me of the ponzi schemes portrayed on the American greed CNBC show. Need to keep bringing in money, to pay off old money. Now that the management has proven themselves inept, they are basically still passing the buck around. Lots of financial engineering going on, and the next couple of years will be either a win, or a total loss. The author is correct to say highly speculative stock. By the looks of it, lots of risk takers here on SDRL these days.

    Even though I go-4-it, I wouldn't give another dime toward the clowns running this show now. They have proven their good at sticking it to their investors, and they might prove it again down the road. If loans dry up, look for a big dilution when more shares are offered to keep their charade going. Good luck longs, your going to need it.
    Apr 25, 2015. 10:33 AM | 1 Like Like |Link to Comment
  • Transocean Is Single-Handedly Shifting Floating Rig Supply/Demand Balance [View article]
    @ Ivousa...the only oil related stock I own the here and now is KMI. Too much turmoil for me in any drilling stock, and yes, they COULD go up, or they COULD go belly up. I had my fun with SDRL, and took a painful ride down the crapper with them. I will just wait for better INFO, and actually see if one of these drillers gets it's act together. They all seem to be grasping at straws, and shuffling assets in dumping or suspending new builds.

    Not for me at this present time.
    Apr 22, 2015. 10:44 PM | Likes Like |Link to Comment
  • Exxon CEO sees low oil prices for next few years [View news story]
    Like this CEO really cares. He's made his millions, and is set for life. Problem is with companies trying to control politics and get their way. Companies like EXXON have no real proof that fracking hasn't damaged the eco system long term, as fracking hasn't been around long enough to prove otherwise. As long as were still importing oil, no way in hell we should allow companies taking US oil out of the ground to sell it for more of a profit to other countries. Over $2 gasoline is too much to pay. These companies need to bring their costs more in line, quit paying out REX and his cronies huge money, and start to see how most of the working stiffs in this country make ends meet.

    Corporate greed runs amok in this country, and these kind of CEO's will try as they always have to control government. Government is suppose to be representing WE THE PEOPLE, not big oil or any other large corporate structure.
    Apr 22, 2015. 03:14 AM | 2 Likes Like |Link to Comment
  • Transocean Is Single-Handedly Shifting Floating Rig Supply/Demand Balance [View article]
    I wouldn't buy any of these drilling stocks the here and now. What really needs to happen, is some consolidation in the sector. Looks like there will be less contracts out there for the foreseeable future, and too many drilling companies fighting for those few contracts. The airlines did it finally, and gained leverage by doing so. Oil could possibly trade at these levels for quite a while, and as contracts get completed, there might actually be fewer out there to bid on. Less drilling companies, means less bidding wars. Some drillers will try to use their newer rigs to gain leverage, but actually the ones in the drivers seat with leverage these days, are the big boy E & P companies.

    ORIG and PACD could get swallowed up, and a couple of mergers should happen. I wouldn't be surprised to see this new CEO of RIG, go after a merger or buyout of a smaller driller. For now, I sit on the sidelines and watch the circus. My drilling money is invested in other sectors that are actually making me money. Time is money, & IMO drilling stocks are dead money the here and now.
    Apr 22, 2015. 02:59 AM | Likes Like |Link to Comment
  • Baker Hughes Free-Falls - Axes 10,500 Jobs [View article]
    Yep, too bad for the average JOE, but you sure won't see any of the top being axed, or their bloated salaries taking hits. Only in America. A few months ago it was reported on some french companies doing poorly (forgot which ones) but the managements were the ones to take the initial salary cuts. No way Jose will you see that here on US soil. The boards all take care of their buddies.
    Apr 22, 2015. 02:41 AM | 2 Likes Like |Link to Comment
  • Don't Buy Procter & Gamble, Buy Microsoft Instead [View article]
    I sure in the **** wouldn't let this author manage my money, and sure wouldn't listen to him. Like many posters here have said, just own both. These 2 companies are in totally different worlds, so why the comparison at all? this author is all about clicks, and any kind of sensationalism headline to get those clicks. Jeez SA, you let any bozo spit out articles these days?

    It's obvious this author just writes articles and moves on to his next folly. Seen any responses form the likes of him? NO is the answer, because he's on the keyboard, getting ready to write a comparison of Exxon and Hostess cupcakes. I bet he picks the cupcakes!
    Apr 22, 2015. 02:34 AM | 5 Likes Like |Link to Comment
  • Transocean Dumps Interim CEO For Energy Wunderkind [View article]
    Anthony has an ax to grind, much like I feel about SDRL. Anthony is supposedly invested in SDRL. I bailed on SDRL because the management screwed their shareholders. Anthony was once invested in RIG, but now opts for SDRL. He can have those clowns running SDRL. These drillers are all in the doghouse now, and no reason to invest in them the here and now. Lots of longs just crossing their fingers something good will come their way. I don't know about you, but when the big dog of Exxon states that oil prices will be stagnant for the next couple of years, to me that is a warning shot across the bow. The drillers are at the bottom of the oil totem pole, so IMO why the hell invest in them now?
    Apr 22, 2015. 02:21 AM | 1 Like Like |Link to Comment
  • Offshore drillers still not an attractive value proposition, analyst says [View news story]
    These drillers are the ones being drilled, and it will continue. For maybe once, I actually believe in "analysts" projections. Many more places to park money in these days. Time will tell of course, but time is money. so why bother with crossing your fingers with drilling stocks?

    Your better off in a REIT or BDC than with any drilling stock. Every stock has risks, but these drilling stocks are loaded with risk these days.
    Apr 21, 2015. 01:20 PM | 3 Likes Like |Link to Comment
  • Transocean: Most Overvalued Of The Drillers [View article]
    "Seadrill (NYSE:SDRL), is riskier bet on the industry, but compared to RIG has a superior fleet, lower multiples and stronger management."

    You think so, or maybe hope that is the case Anthony? IMO, SDRL has the worst management, as in the dividend is safe but in reality were going to slash it a 100%. Superior management you say? I see you ridiculing RIG management for scrapping rigs with 3 announcements, but it's ok for SDRL's management to repeatedly state the dividend is safe till at least the end of 2015, but they couldn't even make it past 2014. You say the management didn't see the massive drop in oil prices, and they did what they had to do for the company, but it's not ok for RIG management to announce their scrapping of rigs? You my man are a total hypocrite. Both management teams are at fault, as they should know their what if's better than anyone, as it's their business.

    None of these drillers are worth squat the here and now. All are spec plays, and investors should know the risk investing in the drillers. Shareholders are the ones taking the shellacking, as you don't see management teams announcing massive pay cuts or massive management layoffs, do you?

    SDRL has proven they could care less in the investor, and RIG is in survival mode as well. RIG is not the only driller not landing huge contracts, as all the drillers are in that playing field, and SDRL is right up there with RIG. Pick your poison, & I will sit and watch from the sidelines.
    Apr 20, 2015. 02:18 AM | 10 Likes Like |Link to Comment
  • Seadrill, Rosneft delay rig deal by two years [View news story]
    @PV...were still here. Enjoy it while it lasts or sell. More pain coming through the pipes so to speak. This Rosneft NADL announcement doesn't look positive IMO. SDRL is on the hook for NADL'S misfortunes & NADL'S future is looking bleak. SDRL is up 20% lately, but will it last?

    Buyer Beware
    Apr 17, 2015. 02:09 PM | 1 Like Like |Link to Comment
  • Ensco Still A Great Long-Term Buy [View article]
    If it represents a buy, then this pumper author should be buying. The drillers aren't out of the woods yet, & consolidation needs to happen in the sector. ESV is a big spec play now. Slashing the dividend should tell an investor that things aren't so rosy the here and now. Keep an eye out for more rig contracts getting axed or day rate cuts. This particular investor will hang on the sidelines for now.
    Apr 17, 2015. 01:45 PM | Likes Like |Link to Comment
  • Oil CEO wages immune to lower oil prices, as BP shareholders vote on pay [View news story]
    All of these reasons I don't own any of these socks mentioned. BP is still pumping how they have changed and the "gulf is coming back quicker than expected". PR BS, and on the sidelines, the CEO is raping and pillaging the coffers. Total disgust with over paid execs and managements these days in corporate America. WS and all these companies are one giant Ponzi scheme.

    401 k's and IRA's should allow investors to invest anywhere they see fit, like in their own businesses, instead of just Wall Streets stocks, bonds, and mutual funds.
    Apr 15, 2015. 03:53 PM | 1 Like Like |Link to Comment
  • Textainer Group Holdings Limited: A 6% Yielding Income Play Similar To A REIT [View article]
    I as well have owned TGH for many years. Lately it's been a tortoise kind of stock, but overall, a stock to own. As another posted stated, debt needs to be reduced, and I would be willing to wait on a divy increase, so that debt can be payed down. I would hate to see the divy reduced, to pay down debt in the future. SDRL was a stock I once owned, and the divy went from a $1.00 a quarter to nill, because debt got burdensome. Debt can be good if used properly, but when the **** hits the fan, the dividend is the first thing gone. By believing in the SDRL management about the safety in the divy, us longs were cast aside by management when that dung hit the ground. Overnight the dividend was "suspended", and longs holding onto the stock got burned big time. Hate to see that happen with TGH.
    Apr 15, 2015. 01:04 AM | 1 Like Like |Link to Comment
  • CSX declares $0.18 dividend [View news story]
    Thanks for the dividend raise, but why jump on the stock buyback wagon like so many other companies? How about raise the dividends even higher, or pay down debt, instead of buybacks. I keep trying to invest in companies that pay shareholders with dividends, instead of wasting cash buying up stock (usually at the wrong time), and then only to reissue more shares to management.

    The rails have to invest heavily into their biz, and I can see much better uses for excess cash. Heck, I even prefer seeing the workers sharing in the pie more so, which in turn boosts morale, which in turn makes the company stronger. A stronger company makes more profits. Oh well, I am fighting a losing battle.
    Apr 15, 2015. 12:46 AM | 4 Likes Like |Link to Comment
  • Ford expected to invest $2.5B in Mexico plants [View news story]
    F is another company that awards execs with huge pay packages, but stiffs workers by shipping out jobs. F is no longer an AMERICAN company, and this just proves it more so. Dead money stock, and not worth investing in.
    Apr 14, 2015. 03:28 PM | 1 Like Like |Link to Comment