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Lee 99

Lee 99
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  • Thoughts On Seadrill's Dividend [View article]
    The debt ratio is high bc they have been investing while their peers have not. SDRL will have a high useage rate and high day rates as well due to their modern fleet. It is also a management trait of the JF companies to pay a nice dividend since the boss owns so much stock. That is how he is paid. He has more skin in the game than anyone. That is not the case with his competition.
    Mar 16 11:52 AM | 19 Likes Like |Link to Comment
  • Jim Cramer Sells Linn Energy, So You Can Be Sure I Am Going To Buy [View article]
    you should be grateful that he dropped the price for you. I bought some more at 28.42 yesterday. Seriously, no one serious about cramer has half a brain.
    Mar 14 04:10 PM | 5 Likes Like |Link to Comment
  • The Fuel Cell Fab Four: A Bubble About To Burst? [View article]
    Yes, here come the doomers. There can't possibly be anything but hell to pay here. No analysis, just opinion and the single fact the writer is a put owner. Of course the rate of appreciation cannot be maintained, but it can provide a fair value for these stocks. These shares have been beaten down for ages. Now there is a light at the end of the tunnel, it can only be a train. Ignore these contrarian b'tards.
    Mar 10 01:03 PM | 1 Like Like |Link to Comment
  • 3 LNG Companies To Benefit From Ukraine's Crisis [View article]
    TGP and other nat gas shippers will also benefit from this situation. The inordinate increase in GLNG's share price is a bit overblown and should correct soon. I would not be in a hurry to buy at these prices.
    Mar 9 09:55 AM | 2 Likes Like |Link to Comment
  • Why Seadrill Should Not Pay A Dividend [View article]
    Well, for such a crappy company, I have made a nice profit on the dividends and growth of SDRL over the past 8 or so years (originally bought on the oslo exchange). When management is challenged by the need to generate profits in order to be paid, as Mr Fredriksen is, I believe they do a better job for the company and the shareholders. They, unlike the author, have skin in the game.
    Mar 5 09:53 AM | 5 Likes Like |Link to Comment
  • Why Does Ackman Think Fannie Mae Is A Ten Bagger? [View article]
    I hope this comes about but have reservations about mr pen and phone writing some new laws to fix this problem.
    Mar 5 09:33 AM | 1 Like Like |Link to Comment
  • Seadrill's Path To Problems [View article]
    When will the hacking stop? The undeniable expertise exhibited by these writers, most of which do not research or observe their subject closely enough to know a double div. was paid in Dec 2012 is quite pathetic. Excluding 2013 dividend information which shows a lower payment amount is also a bit of yellow journalism in that it doesn't support the story line. What is next? Climate change implications?
    SA needs to publish fewer chicken little stories about SDRL. They are getting quite old.
    Feb 19 07:40 AM | 17 Likes Like |Link to Comment
  • Seadrill signs Mexican rig deals worth $1.8B [View news story]
    AC 283: rent, not sell.
    PEMEX needs the operators too.
    But higher rates, increase in backlog by 9%, big foot in door with Pemex should only drop the stock about $3/share. (Note to self: stop reading SA articles.)
    Feb 18 02:52 PM | 1 Like Like |Link to Comment
  • Seadrill: Why This Stock Is Undervalued And Should Be Owned By Every Investor [View article]
    I propose that prudent investors w/o stock and only opinions to offer be limited to no more than 50 comments per article. -)
    It will save us an incredible amount of time.
    Feb 18 08:25 AM | 6 Likes Like |Link to Comment
  • Transocean: The Bear Case Goes Far Beyond Decreasing Deepwater Day Rates (Part 2) [View article]
    check out carl's performance on TLM. It is down ~ 20% since he bought. sdrl is currently on sale and xd is coming in about 3 weeks. They are being banged up by the RIG woes that I am not sure apply in the real world.
    Feb 17 08:28 AM | 1 Like Like |Link to Comment
  • The Method To Bank Of America's Madness [View article]
    Z: I had a similar issue with bac on a mortgage. I was adding principal reduction monies to payments but bac credited them to future interest payments... That hacked me off so bad I refinanced immediately with PNC. They were much better and I believe, honest.
    Feb 17 08:13 AM | 1 Like Like |Link to Comment
  • The Method To Bank Of America's Madness [View article]
    Such unfettered optimism with no basis except the past. Remember that past performance is no indicator of future results. The guy who is betting everything (plus margin) on a single stock may end up very disappointed.
    BTW, holder is not done shaking down the banks.
    Feb 17 08:08 AM | Likes Like |Link to Comment
  • SeaDrill Will Regain Its Lost Value [View article]
    comparing sdrl to fro is farcical at best. sdrl has long term fixed contracts; fro, spot mkt. sdrl 20 bil backlog; fro none. sdrl 6th gen drillers; fro was laden with single hull tankers, just converting to the double hulls.
    After Macondo, sdrl is the go to driller for quite a while.
    Feb 16 09:03 PM | 1 Like Like |Link to Comment
  • SeaDrill Will Regain Its Lost Value [View article]
    right up obama's alley. He and holder have been robbing banks with a high success rate lately. Why not tap the depositors accounts as well? Apt punishment for doing well.
    Feb 16 08:41 PM | Likes Like |Link to Comment
  • SeaDrill's Dividend Under Threat? I Don't Think So. [View article]
    Bud doesn't buy shares, he just borrows them.
    SDRL and FRO are very differently structured companies. FRO was funded by spot contracts, SDRL has long term fixed. FRO never had a 20 $B backlog. Comparison is just silly.
    Feb 14 11:31 AM | Likes Like |Link to Comment