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wigit5

wigit5
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  • Could The 'Shale Oil Miracle' Be Just A Pipe Dream? [View article]
    Great observation Wise Timmy lol.
    Oct 15 10:41 AM | 3 Likes Like |Link to Comment
  • Could The 'Shale Oil Miracle' Be Just A Pipe Dream? [View article]
    CNBC just reported that the cost of a barrel of oil for Saudi Arabia is sub $10... lol the US's lowest cost is $40 iirc Most of OPEC is sub $50 a barrel so if a supply/price war does break out we could see some crazy low oil prices.
    Oct 14 12:45 PM | 2 Likes Like |Link to Comment
  • Could The 'Shale Oil Miracle' Be Just A Pipe Dream? [View article]
    I'd wait to invest in oil sands, clearly there will be further pain in these names probably going out even as far as end of 2015. But once it is clear that Oil prices are no longer declining it might be a good idea to pick up the premier names if you know them.
    Oct 14 12:38 PM | 3 Likes Like |Link to Comment
  • The Forgotten Issue Facing Seadrill [View article]
    I clearly didn't make my point then... good luck we completely disagree and that is alright.
    Oct 14 08:53 AM | 1 Like Like |Link to Comment
  • Analysts see little hope for a CP Rail-CSX merger [View news story]
    Lots of people on SA apparently think it's possible. Go ahead CP throw away a failed merger fee to CSX I'm sure they'll appreciate the free cash.
    Oct 13 06:35 PM | 1 Like Like |Link to Comment
  • The Forgotten Issue Facing Seadrill [View article]
    They just need to delay them, which is already happening as the author points out, and likely will occur further...

    If the market doesn't reverse before 2016 then yes a significant divi cut should happen. And investors shouldn't be surprised.
    Oct 13 06:30 PM | 2 Likes Like |Link to Comment
  • The Forgotten Issue Facing Seadrill [View article]
    The author is correct PVFederico in the facts as far as I can see anyway. Most people's problem is it doesn't sound like anything new. Which it's not but the author writes a good article that sufficiently lays out the problem of newbuilds in the pipeline with the market heading into the doldrums.

    SDRL's problem is they will have to cut the dividend unless the rig dayrates reverse its current trend in the near future. They should cut the dividend. Investors should applaud a divi cut if it keeps the company out of bankruptcy. Oil prices will go back up but it could be 2-3 years before the current oversupply is worked out.
    Oct 13 06:02 PM | 2 Likes Like |Link to Comment
  • The Forgotten Issue Facing Seadrill [View article]
    elvis, the business does matter though. I agree that financial shenanigans are suspect but as far as I can tell all they need to do is cut the dividend and they'll be fine not go bankrupt. The risk reward (especially at this level) seems pretty good...
    Oct 13 05:31 PM | 3 Likes Like |Link to Comment
  • The Forgotten Issue Facing Seadrill [View article]
    Lots of people have tried to draw comparisons between SDRL and FRO but they are different businesses so I'm not sure how accurate the comparison is.
    Oct 13 03:43 PM | 2 Likes Like |Link to Comment
  • CSX rebuffs CP's overture [View news story]
    You would be making an already small oligopoly an even smaller oligopoly. And seeing as the government already had one case of anti competitive practices lodged and won against the major railroads...
    Oct 13 01:42 AM | Likes Like |Link to Comment
  • CSX rebuffs CP's overture [View news story]
    Likely wouldn't pass regs anyway
    Oct 12 04:13 PM | Likes Like |Link to Comment
  • Microsoft's Surface May Finally Find Success [View article]
    Amir, Get back to us when MSFT doesn't own 51%+ of the commercial business segment. Thanks
    Oct 11 12:55 PM | 1 Like Like |Link to Comment
  • Microsoft's Surface May Finally Find Success [View article]
    Yeah the only distinction SP3 has from tablets is it runs full windows. I love mine and wouldn't trade it for anything other than a surface 4 probably lol...
    Oct 10 01:33 PM | 2 Likes Like |Link to Comment
  • Microsoft's Surface May Finally Find Success [View article]
    Doug,
    The surface pro 3 is a fully functional laptop with no limitations that are normally associated with tablet. It is more accurately a 2in1 imho since it is detachable from the keyboard.
    Oct 10 01:12 PM | 2 Likes Like |Link to Comment
  • Microsoft's Surface May Finally Find Success [View article]
    The Surface Pro 3 isnt sold out everywhere... It's doing relatively well but not that well
    Oct 9 11:33 AM | Likes Like |Link to Comment
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