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  • Laredo Petroleum: Production Growth Stalls, Despite Strong Price Realizations [View article]
    You mention that Laredo is not using "leading-edge techniques". Could you please
    elaborate on this? I thought multi-pad drilling was current state of the art.
    Aug 19, 2015. 11:40 AM | Likes Like |Link to Comment
  • Transocean: Bears Do Not Have A Case [View article]
    Are the long term contracts for RIG's new drillships absolutely ironclad. Could Shell delay or all together cancel them? If oil prices are still as low then as today isn't that a risk for 2016 and 2017 revenues?
    Jun 7, 2015. 05:53 PM | 2 Likes Like |Link to Comment
  • Lowe's: Buy The Dip Now Or Are Shares Headed Even Lower? [View article]
    Just want to make sure I'm understanding your value metrics correctly: P/S (LTM vs Avg)...52.3% means that the P/S number is 52.3% higher than the 5-year average. Yes?
    May 25, 2015. 08:40 AM | Likes Like |Link to Comment
  • Shifting Term Structure In Oil - What It Means [View article]
    Does one have to subscribe to CQG to get the chart above?
    Apr 13, 2015. 07:06 PM | Likes Like |Link to Comment
  • Lessons From A Dozen Years Of Short Selling [View article]
    Use stops.
    Apr 1, 2015. 12:43 PM | Likes Like |Link to Comment
  • Crude Oil - Pressure Building Up [View article]

    The drillers are up today, RIG is up 10%, SDRL 8%. Is this because oil futures changed their front month today?

    Mar 18, 2015. 03:31 PM | 2 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of National Oilwell Varco [View article]
    Sales | Size (100% ⇒ $500 Million): 4,574.00%.

    What does the 4,574.00% represent in this case?
    Jan 1, 2015. 08:04 PM | Likes Like |Link to Comment
  • 4 Predictions For The Fourth Quarter [View article]
    Not only do they never pay taxes, they never have to pay back the govt's largesse!
    Oct 4, 2014. 03:18 PM | Likes Like |Link to Comment
  • Profiting From Permian Mergers And Acquisitions Activity Accelerating [View article]
    Just curious Bret, why isn't LPI mentioned as a possible takeout candidate ala Athon. At one time you had high expectations for the company.
    Oct 1, 2014. 08:54 PM | Likes Like |Link to Comment
  • Breitburn Energy Partners: A Hidden Small-Cap MLP Gem Offering A 9% Yield [View article]
    If you dont mind me asking what was your QRE purchase price?

    Aug 25, 2014. 07:54 PM | Likes Like |Link to Comment
  • MannKind's Clock Is Ticking, But Balance Sheet Sounds An Alarm [View article]
    Compared to some of the 15-20 articles I've read on Mannkind/Afrezza this one seemed rather benign. Yes, Mannkind does have several liquidity options but not having read the Qs or Ks, an article that spells out possible dilution doesn't sound like a hit piece to me. In fact Seer, you seem to doing most of the bashing.
    Jun 27, 2014. 11:17 AM | 3 Likes Like |Link to Comment
  • MannKind: Follow The Smart Money [View article]
    For many, I don't think Afreeza obviates the need for basal insulin injection.
    Mar 12, 2014. 12:26 AM | Likes Like |Link to Comment
  • Murphy USA: More Fuel For Thought [View article]
    Sorry to bother you but could you decipher HSD/LDD, LSD/MSD for the uninitiated.
    Mar 7, 2014. 01:40 PM | Likes Like |Link to Comment
  • MannKind Catalysts: Insights About Diabetes Care Metrics And Long-Term Complications [View article]
    How much more expensive do you expect Afrezza to be. I've read one guestimate of 10%-20% more than Novolog. Do you think insurance would balk at such a figure?
    Jan 27, 2014. 08:45 PM | Likes Like |Link to Comment
  • Why MannKind Is My 2014 Short Pick In Healthcare [View article]
    Does anyone know much about a recently approved oral medication for T2 diabetes. It's called Invokana (canagliflozin) and works by reducing the reabsorption of glucose from the kidney back into the bloodstream. I'm not knowledgeable enough to understand if this will give Afrezza a run for its money or when one is indicated and the other is not.
    Jan 19, 2014. 06:27 PM | 1 Like Like |Link to Comment