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  • Seadrill cut to Sell at Goldman [View news story]
    Clearly, the GS "sell" recommendation is in fact a "short sell" recommendation. GS is the ultimate insider firm. This one is going lower. Technically, it should hang up around ten for a time, then settle down at 5.
    Dec 19, 2014. 09:41 AM | 3 Likes Like |Link to Comment
  • Listen Up Insurance Companies, Cologuard Will Save You Money [View article]
    The point is that you can't mandate a patient to perform this laughable test. When fields reports start to dribble in, the stock will crater.
    Dec 17, 2014. 04:16 PM | Likes Like |Link to Comment
  • Listen Up Insurance Companies, Cologuard Will Save You Money [View article]
    What is lacking are battle-field results- where doctors report back on patient enthusiasm, patient compliance, and whether folks are putting off colonoscopy in favor of the lesser Cologuard test. The insurance companies are letting other entities pay for what will be the real test, and such data will take years to collect. In the meanwhile, EXAS will be forced, IMO, to give the test away for free in order to collect data.
    Dec 9, 2014. 12:59 PM | 1 Like Like |Link to Comment
  • Starbucks: Why We Like It Into 2015 [View article]
    I remember when Starbucks was 18 or so, and I was going to load up but got sidetracked.
    Starbucks has one of the most widely known and evocative names in the world. A more aggressive management team could have pyramided that into an Amazon-like corporation- with themed hotels, restaurants, clothing- you name it.
    I think the potential is still there, though it is too pricey for me now and, as I stated, I think the management lacks the broader vision here- though that could be on purpose.
    Dec 9, 2014. 12:15 PM | Likes Like |Link to Comment
  • Ambarella -1.5% AH in spite of strong FQ4 guidance [View news story]
    Nothing to see here. AMBA always under-promises and over-delivers.
    Dec 4, 2014. 07:36 PM | 2 Likes Like |Link to Comment
  • The Case For GoPro [View article]
    Funny article. Not sure if you are serious or not, but I am long both AMBA and GPRO.
    Dec 2, 2014. 08:46 AM | 2 Likes Like |Link to Comment
  • Exact Sciences Announces Mercy Hospital St. Louis Now Offering Cologuard® [View article]
    Have they SOLD any yet?
    Dec 2, 2014. 08:14 AM | Likes Like |Link to Comment
  • Stay Away From Seadrill [View article]
    I have seen this happen several times where people take control of a stock board and cheer on a particular stock. These people are erudite and come armed with facts and logic that seem reasonable. But they have no insight into a balance sheet, the realities of economic conditions, and the types of spin that companies use when times are tough. In my opinion this is reflective of a psychiatric condition. I hope a medical researcher looks into this internet0age phenomenon.
    Nov 28, 2014. 08:56 AM | 2 Likes Like |Link to Comment
  • How Can You Sleep At Night Holding Seadrill? [View article]
    If you don't know who you really are, the stock market is a tough place to find out.
    Nov 17, 2014. 01:30 PM | 5 Likes Like |Link to Comment
  • Seadrill: You'd Have To Be Crazy To Sell This Stock [View article]
    Rat- you previously posted that you would sell if there was a management change at SDRL, specifically mentioning Troim. Well, he bailed out. Now what? And is it true you sold a boatload of leaps with a strike of 40? SDRL reminds me of Global Crossing. Remember that one?
    Nov 13, 2014. 08:33 AM | 1 Like Like |Link to Comment
  • Seadrill's West Vela Deal Shows The Company's Financial Flexibility [View article]
    If that occurs, SDLP can float a dividend-paying subsidiary, perhaps named Seadrill Operations Systems (SOS) and do a drop-down of SDLP assets. Problem solved!
    Nov 12, 2014. 08:31 AM | 1 Like Like |Link to Comment
  • Update: Seadrill's Sale Of West Vela Should Not Be Taken As A Negative Signal [View article]
    Are you serious? How far would it have to drop for you to throw in the towel? Don't look at JF dumping shares as the canary in the coal mine. Why do you think SDRL has a unique dividend policy? Because JF, the major stockholder, will get his money back through dividends. Someone else can run the numbers, but I wager JF has already taken out of SDRL more money than he has put in. I could be wring, but I don't think so. SDRL is not investor friendly as much as it is JF friendly. So JF has skin the the game, sure, but he has also taken a lot of skin OUT of the game.
    Nov 8, 2014. 02:27 PM | Likes Like |Link to Comment
  • Update: Seadrill's Sale Of West Vela Should Not Be Taken As A Negative Signal [View article]
    What do you really know about JF? I warned everyone about listening to Rat. SDRL is a disaster that has partially happened- with the end game approaching.
    Nov 7, 2014. 04:09 PM | Likes Like |Link to Comment
  • Falling oil prices, declining capex to keep pressure on offshore drillers [View news story]
    King Rat: Any relation to acknowledged board guru Tankerat? Haven't seen him post lately.

    Anyway, SDRL was financially designed for a defined target window based on assumptions that are now being exploded or at least called into question. With a negative net cash flow, very high debt, suspicious drop-down financial moves reminiscent of Enron, falling oil prices, and the specious assumption that their top'o'the'line rigs will be in demand more than the older ones when the crunch comes, SDRL appears to be collapsing.

    This company is to be avoided.
    Nov 4, 2014. 03:34 PM | 4 Likes Like |Link to Comment
  • 5 Myths About SeaDrill That Could Cost You Real Money [View article]
    You haven't seen JF's twin daughters, have you?
    Oct 17, 2014. 07:17 PM | 4 Likes Like |Link to Comment