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meinersj

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  • Seadrill: An Opportunity For Believers? [View article]
    No access to financing? This morning they just refinanced 3 of their rigs out for 10 years with these record low interest rates. I've seen you pop up in these articles but you clearly are biased and have an agenda. That comment you made was based on no fact and shortly after you made it the company does the opposite. Stop pretending you know something. Some people on this site are actually trying to learn things.
    Jul 10 06:11 AM | 6 Likes Like |Link to Comment
  • Seadrill's Earnings Report Continues To Show Company's Strength [View article]
    FinanceOil, you could be right, but SDRL hasn't shown a problem with restructuring its debt. For now, interest rates are so low, the company is able to keep business as usual going. In the last quarterly, they discussed freezing the dividend where it was, but the board agreed that they could "sustain the new increase into the future". Not that they could just pay it one time, but that 1.00 a share was sustainable.

    Not only that but I think everyone reading this would agree that if Seadrill continues to grow the business and expand, shouldn't we like the fact that they are continuing to steal market share from companies with older rigs? I like the growth and what it means for future revenue, and I'm okay with them extending their debt in the environment we have seen with low interest rates.

    When rates go up, won't we be having a new discussion? At that point they may have to scale back a bit on debt. But they clearly have the flexibility to do it if they need to in my mind.
    Jun 17 11:49 AM | Likes Like |Link to Comment
  • Seadrill: Was That The Bottom? [View article]
    I love SDRL and have been following it for a while. If you do that you know these price ranges are a great place to buy more. It really doesn't get much lower than this... 28-30 is the lowest I've ever seen since I started following it. And usually 34-35 is my entry points. Your guaranteed to see 37-38 again this year. And it will definately retest it's highs from 2 years ago (40-42). I dont know if it will see mid to high 40's again any time soon, but who knows... take that dividend along with even moderate growth back to the mid to high 30's where it likes to bounce around you should bank some nice gains.

    Side comment. I really like buying up PACD right now. Very affordable and next year they announced they will begin paying a dividend for the first time. I'm using this whole year to buy up before the market catches on.
    Apr 28 08:47 AM | Likes Like |Link to Comment
  • The Vringo Vs. Google Verdict: Did Vringo Investors Win As Well? [View article]
    The judge has not yet ruled on damages.... We have a verdict but no ruling. Why would you write all this before the trial is over?
    Nov 7 11:07 AM | 3 Likes Like |Link to Comment
  • Vringo Vs. Google: Take A Deep Breath, The Roller Coaster Continues [View instapost]
    Holy crap. Twitter is amazing. Looks like jury is going to rule for us. They are asking judge questions about question #2 on the jury card, which means they will PROBABLY vote google infringed. PAYDAY. Here's what i just read:

    "At about 10:10 this morning the jury asked a question regarding whether they could move to number #2 on the Verdict sheet before completing number #1. In the presence of counsel the jury was called back in and the Judge said if you are referring to breaking down the questions into subsets, meaning the 420 patent and the 664 patent, sure you can consider those any way you want. But he said they should not move on to number two as depending upon what they decide on #1, numbers #2 and #3 may not be necessary. I see this as the first sign that the jury is being efficient and in all likelihood has decided question #1 in favor of the plaintiff. Here is my reasoning quickly with some speculation on the juries thoughts:


    A) If there is no #1 no need to go to #2 (I think this is the best argument)
    B) If trying to sort out which claims #1 applies to one would want to decide number #2 claim by claim to see if number 1 and number 2 match up. Keep in mind that Judge Jackson has instructed the jury on the use of the doctrine of equivalence which states basically that they don't need to be exact if the resulting function is determined essentially to be the same. You can look up the U.S. Supreme Court's rulings on this which is why simple workarounds often don't pass the non-infringement test. Being instructed they can use this doctrine was a big win for VRNG, one that GOOG counsel objected to.
    C) If the jury believes that #2 is going to be done quickly they can concentrate on #1 claims (logical)
    D) If jurors feel they have more or less decided number #1, they may, just to be efficient, want to set #1 aside and get #2 out of the way fast. These are all my own impressions based upon my own version of game theory in this case."
    Nov 2 11:11 AM | 1 Like Like |Link to Comment
  • Vringo Vs. Google: Take A Deep Breath, The Roller Coaster Continues [View instapost]
    Who should I follow? Trying to get some followers so I can get an up to the minute report on verdict! Thank you for the help.
    Nov 2 10:29 AM | Likes Like |Link to Comment
  • Judge Jackson's Ruling Is The Catalyst [View article]
    With news leaking out of the trial so quickly, it seems to me there could be two major moves for share price today (potentially).

    1) When the verdict comes down from the Jury.

    and then IF the ruling is in favor of Vringo,

    2) When Judge Jackson declares royalties if any.

    My idea is this: The first would be a major share bump because risk of losing at trial will be eliminated from the share price. It would have to move on that news.

    But royalties announced from the judge will be huge also. There's a big difference between .5% and 3.5% and 5% here.
    Nov 2 09:54 AM | Likes Like |Link to Comment
  • Vringo Vs. Google: Take A Deep Breath, The Roller Coaster Continues [View instapost]
    I smell Buyout.
    Oct 31 04:19 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Vringo Executes A Pincer Movement [View article]
    I can answer that. If they win, it will jump right away.
    Oct 26 05:51 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Vringo Executes A Pincer Movement [View article]
    I can answer that one. IF they win, the jump will be immediate and extreme. All risk of a loss at trial will be factored out from the price of the stock.
    Oct 26 05:48 PM | Likes Like |Link to Comment
  • Vringo, It's Really Now Or Never [View article]
    I am one of those silent readers out there that hardly ever comments(until now obviously). I've been reading all the articles by Modernist, Georgi, and others. I decided to go long on VRNG like many of you. There is no doubt in my mind that it is a speculative play.

    But I have this to say: Everyone's writing what they write for a reason, sometime's it's money and sometimes it's ideology. The smart people out here read everything, and read between the lines on everything. Take what factual information they can and ignore the rest.

    In the end it will all come down to 1 of 4 possible outcomes the way I see it.
    1) Vringo gets bought out
    2) Google settles
    3) Google wins
    4) Vringo wins

    It's speculative, but I like Vringo's position. Everything I've read so far looks like Vringo's doing well at trial which increases the possibility one of the 3 positive outcomes for vringo will occur.

    Edit: Just want to throw in this final comment at the end. If it's a big win for Vringo on the damages, the potential payout makes it worth the risk for me.
    Oct 24 10:20 AM | Likes Like |Link to Comment
  • Vringo Vs. Google: The Simplicity Behind All The Complexity [View article]
    Well I'm long VRNG. I agree with the author about Vringo's improved prospects should they win. Other companies will have to fall into line to pay the piper. The market will be asking itself how much they can really win in future settlements and attempt to factor that into the stock.
    Oct 23 03:38 PM | Likes Like |Link to Comment
  • Buy Facebook On Lockup Expiration Dips [View article]
    Slight correction: My intention above was not to just ask why would anyone buy ahead of these lockup dates, but also why would anyone buy after the dips occur? To do that you have to believe there is a reason for Facebook to go up in the future. I have never heard a compelling reason to buy them in the long term. If anyone is thinking they can make money on mobile, I just can't see it happening.
    Oct 9 03:37 PM | Likes Like |Link to Comment
  • Buy Facebook On Lockup Expiration Dips [View article]
    I can't possibly agree more than I already do with six-oh. Honestly who is still buying FB? I'm going to rant here so forgive me. And full disclosure, I've already decided the best way to make money on Facebook is by selling Puts. But there's lots of reasons why I think that.

    Those expiring lockups could force the share price to $10, not just my notion, check out what WSJ says in this article:
    http://on.wsj.com/OlHeiQ

    Even if it only goes to $15, why would anyone buy now ahead of these dates?

    But here's the strongest criticism that I can formulate against facebook. As a facebook user, do I ever plan on spending a dime in my facebook account? The answer is a resounding "No".

    Ask yourself the same question honestly. On my mobile phone, I installed the facebook app so that I could see my alerts and messages and watch the occasional youtube link that gets forwarded along. What are they selling that you are buying? I would allow for the occasional exemption if you are my mom who loads up on some Farmville bucks to buy the Swiss Chalet she really really wants. Most people I know are becoming annoyed with social network games that spam their message center, and they end up blocking them.

    Some people still believe Facebook is the future, and I would agree they will be around for a while. But in my opinion, they aren't going to be able to generate significant revenue.

    And I'm willing to put my money where my mouth is buy buying puts. After they hit $15 dollars a share I'll probably back off and see what happens next. But if you haven't learned that they are a dud by now you deserve what you get.

    For those of you who like hard numbers: Their P/E ratio is 112.26 and price per share 20.13. In the next few month's insiders will be selling up to 1.5 billion shares. Look out below.
    Oct 9 03:02 PM | Likes Like |Link to Comment
  • Pacific Drilling (PACD +3.1%) says its ultra-deepwater drillship Pacific Sharav has been awarded a five-year contract by Chevron (CVX) for operations in the Gulf of Mexico. Estimated maximum contract revenue is $1.07B, bringing PACD's total contract backlog to ~$3.2B.  [View news story]
    I knew this stock was gonna take off after it dropped below $8.
    Jun 22 09:52 AM | Likes Like |Link to Comment
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