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  • Cobalt International Energy: Is The Slump A Never Ending Story? [View article]
    Sounds logical. I have been long and keep adding ...

    Good luck to all of us!
    Nov 17, 2014. 04:16 PM | Likes Like |Link to Comment
  • Cobalt International Energy: Is The Slump A Never Ending Story? [View article]
    It's really interesting. So if you have followed VD's advise and have made tons of money, good for you. If I can make 70% annual return year-in, year-out, I definitely won't be waste any time on writing stuff, rather, go to make 70% and in spare time, either hit bars or go to Hawaii to relax.

    Just wanted to point out that be careful to take credit of market gyrations for your savvy market calls. All E&P sectors have tanked in recent month, either CIE, GIE, or ZIE (the last two I just made up ;-)). If one person claims that he/she has the power to make the Sun goes down, and keeps saying that during the whole day, then by the sunset, claiming that is his/her power, we all know what that is.

    Or another saying: "a dead clock is actuate twice a day".

    OK, I am going to enjoy the day now. Too many 70% annual return guys out there, making all those 20% people look puny - either George Soros, or John Paulson, etc etc. So what is your real name, Mr. VD? You must be on the top of Forbes 400 list. Guessing which one is you ... ...
    Nov 16, 2014. 01:01 PM | 1 Like Like |Link to Comment
  • Cobalt International Energy: Is The Slump A Never Ending Story? [View article]
    Hi mister, that is a quite an article - full of suspicions that all those drillers, or "gold diggers" were making up big discoveries to fool investors, or suckers.

    I did not get a sense from your writing that you're very knowledgeable in E&P perspective. What is your background? It is quite illogical that all those firms in the E&P industry state that there are oils in the pre-salt seabeds while a person seems not from the field so authoritatively pounds the table and claims all of them are either making up staff, or making plainly fraudulent discovery claims. One side gotta to be wrong. Which one is it?

    Nov 15, 2014. 03:37 PM | Likes Like |Link to Comment
  • Encana Announces Extension of the Tender Offer to Acquire Athlon Energy [View article]
    Well, ECA should break the deal, citing those objecting layers and shareholders. I bet ATHL's stock price will immediately tank to $20 level. Then all the other shareholders will seek out those objectors and particularly, those layers, and throw them in under steam rollers and run over them multiple times!
    Nov 4, 2014. 01:21 PM | Likes Like |Link to Comment
  • Cabot Oil & Gas: A 2016 'Story' [View article]

    Dapizz dude, how much money you have paid so you want people to guarantee you could have a spectacular return? If you have not paid big bucks, then you have to do your own homework and research. Only lazy people blindly follow experts' opinions and when things don't come out ideally, blindly blame other people. You have no one to blame but yourself since you're the one does the buying / selling.

    Mr. Zeits,

    You have done a spectacular job publishing those research reports in the energy sector. I found them very informative and with great insights, and of course educational. Please keep the good work and we're all very appreciated.

    Best regards,
    Oct 29, 2014. 11:23 AM | 1 Like Like |Link to Comment
  • Stacking SandRidge's Mississippi Lime Against Encana's Permian-Focused Athlon Acquisition [View article]
    I guess in most people's mind, there is doubt regarding how the 65% /typical well IRR is calculated. Has it integrated all costs (for example, finding and developing infrastructure, etc), or it just has current well development and transportation cost? If it is a all cost in IRR, 65% would be to-die-for. Given the stock price action, I believe most people just don't believe it!

    If SD could provide details and more convincing data to support the 65% IRR claim, I believe the stock price would double instantly.
    Oct 2, 2014. 12:49 PM | 2 Likes Like |Link to Comment
  • What Does Encana's Acquisition Say About The Return Potential Of Its Existing Asset Base? [View article]
    Thanks a lot for the analysis. But I disagree with couple of your conclusions.

    First, capital allocation - ECA is not a bank, so it does not make any sense for it to hold something like $6 Bn on B/S, just for the sake to show to the world that it is financially sound, while earning nothing. ECA does not need that much capital to develop its other potential resources, where places like TMS is full of risks - you could easily dump $1 bn and it could turn out to be a dud. Better going in slowly and collect the whole industry's knowledge and experiment to see if TMS is a feasible commercial play. If I were ECA, I definitely would do this way.

    Second, diversification - now ECA has a close to 50-50 distribution between natGas and Oil/liquids, so strategically it is in a very good position to take advantage of whatever financially sound product. You don't want to rush into a unproven place, spend tons of money and finally prove that places like TMS is a commercial success, only to see natGas prices come back to 'normal' therefore becomes a favored product, while your newly discovered and expensive oil (with all the sunk cost) becomes a no-no.

    So I think ECA is in good track and mid- to long-term, should be a good investment candidate.
    Sep 30, 2014. 01:17 PM | 1 Like Like |Link to Comment
  • SandRidge Energy's (SD) CEO James Bennett on Q1 2014 Results - Earnings Call Transcript [View article]
    What's the big deal about earthquake? Just a little rattling and then you go back to your boring normal stuff. We have those little quakes in SoCal all the time, making life a little bit exciting.

    If you can not tolerate earthquake, you should go to live in Tokyo, Japan. I bet after one year, you would love to have small quakes :-)
    May 9, 2014. 08:52 PM | 1 Like Like |Link to Comment
  • NCR Corp. Still Undervalued, But Not Helping Its Cause [View article]
    With all due respect, I seriously doubt any excuse by stating something like 'it has already baked into...'. In most case, it isn't.

    That is why numbers are so important. And in NCR case, if any could figure out that number and it proves to be totally misunderstood by the few analysts following NCR, you could have a huge 'leg up', or many dollars in your pockets :-)

    Thanks a lot.
    May 1, 2014. 03:30 PM | Likes Like |Link to Comment
  • NCR Corp. Still Undervalued, But Not Helping Its Cause [View article]
    Exactly. Given that NCR has $2,034 billion Retail revenue in 2013, and in Retail I would think those card readers should accounted for a big chunk of business, and that all of them are now needed to be replaced by Oct 2015 - all those point to a big upgrade cycle, thus big business for NCR, VeriFone, etc. Unless NCR does not have a big presence there - personally I saw a lot of VeriFone's readers but not many NCR's.

    Any insight?

    Thanks a lot.
    May 1, 2014. 02:20 PM | Likes Like |Link to Comment
  • NCR Corp. Still Undervalued, But Not Helping Its Cause [View article]
    Thanks for a great synopsis. I am new on NCR, so can not keep wondering what are the street expectations of this company. Given an expected 10x or so forward P/E, and a 5.7x market cap/EBITDA, for a co in a well-established industry, those would be great numbers. Obviously that is not the case for current stockholders or day-traders as stock got hammered. Are they looking for like FaceBook kind of revenue growth in NCR?

    Another point I would like to raise: given the imminent roll out of EMV in the U.S., how much impact that would be on NCR or other peers?

    Thanks a lot.
    May 1, 2014. 11:01 AM | Likes Like |Link to Comment
  • You Must Be In Denial To Bet Your Farm On SandRidge Energy At The Current Levels [View article]
    Hi Dude,

    I am trying to figure out what you try to say (or sell ;-)). Even in your article SD does not appear to be very overvalued - Actually with your metric of EV/1P reserve of 15, it is quite attractive relative to others. You know 99.99999999% of people are neutral on any stock. So why bother with a 'neutral'?
    Apr 18, 2014. 02:35 PM | 4 Likes Like |Link to Comment
  • Environment For Bank Of America Continues To Improve [View article]
    You are really a 'know nothing' type.
    Mar 27, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • JAKKS Pacific off and running after upgrade [View news story]
    This stock looks quite like a no-brain for buying. Don't know why there are so heavy a short portion out there, and still there.

    Here is a quite easy logic for valuation:

    Above $600 million revenue per year; let's simply assume a 4% profit margin, then there should have $24-$25 million earnings; and at current price, the market cap is about $160 million. So it's a 6.7X P/E stock. And kids are going to buy toys regardless recession or not; so you won't expect revenues going to drop much; and can anyone dispute a lousy 4% profit margin assumption? Any business can make above that, if they are seriously in business.

    So just wait and watch those no brain shorts get killed.
    Mar 11, 2014. 03:30 PM | Likes Like |Link to Comment
  • SandRidge Is Ready To Outperform [View article]
    Totally agree. This author(s) seems just woke up and used information at the end of 2012 to write this article.
    Mar 7, 2014. 01:53 PM | Likes Like |Link to Comment