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Lee 99

Lee 99
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  • Seadrill's Q2 Results Show A Company That's Weathering The Downturn Well [View article]
    The shorts are here. The shorts are here. Abandon drill ship.
    In this meta-stable market, anything can happen quickly to disrupt supply which tends to improve prices. I wouldn't be as pessimistic as the shorts posting here, as we all know how those bastards lie.
    Sep 1, 2015. 12:25 PM | Likes Like |Link to Comment
  • Prospect Capital still a Buy at Wunderlich, but spinoff plan questioned [View news story]
    Gruber was right.
    Aug 31, 2015. 09:56 PM | Likes Like |Link to Comment
  • Prospect Capital: Q4 2015 Update - 4 Critical Issues [View article]
    Maybe they don't have any, they don't care, or they have no self respect. Are you chartered, certified, or merely uninformed?
    Aug 29, 2015. 04:03 PM | Likes Like |Link to Comment
  • Prospect Capital: Q4 2015 Update - 4 Critical Issues [View article]
    The author is getting a lot of grief from the pollyanna's for this article. However, I would like to point out that the realistic comments have a far greater effect on managements behavior than the 'oooh, I just love the dividend and don't care about NAV, whatever that is' ones. This was the first cc where barry was polite and answered all the questions.
    Since the PSEC shareholders are powerless to get mgt to change their business practices, the only recourse is to point out the subtle intransgressance (I know, probably not a real word) of their ways via the press. I think it has a positive effect for the share holders. Sometimes a slap is better than a pat.
    Aug 29, 2015. 03:13 PM | Likes Like |Link to Comment
  • Prospect Capital: Q4 2015 Update - 4 Critical Issues [View article]
    Compound: Do you mean Chartered Financial Analyst?
    Aug 29, 2015. 02:43 PM | 1 Like Like |Link to Comment
  • Prospect Capital: Q4 2015 Update - 4 Critical Issues [View article]
    Hauff: it comes down to shareholders losing a s..t pot full of money. Bottom line, I for one don't like companies that have no regard for the shareholders. Go back and read the quarterly meeting minutes. Arrogance reigns. Good questions by competent analysts are dismissed bc they are on point re the mal-performance of management. Dividend cuts, performance metrics that have nothing to do with performance, scuzzy spin offs that are all risk to shareholders and all reward for management (and really not spin offs, but rights offerings for bloviated CLO's).
    Believe what you want. I hope there are more like you that want to buy these shares, so I can exit w/o excessive losses.
    I find it interesting that the Yahoo message board was shut down. One fellow, J Cooper, had some interesting posts and he was ripped to shreds by the pumpers. They had no rationale, just rage. I think the articles may be correct.
    Aug 28, 2015. 09:29 PM | 3 Likes Like |Link to Comment
  • Prospect Capital: Q4 2015 Update - 4 Critical Issues [View article]
    you lucky dog. I need another buck before I join you.
    Aug 28, 2015. 08:53 PM | 1 Like Like |Link to Comment
  • Is It Time To Give SeaDrill A Chance? [View article]
    I only need a couple of hundred percent increase in stock price and a nice dividend reinstated, then I may be happy. If Friedriksen gets inventive with the business, I may not remain that way.
    Aug 28, 2015. 08:24 PM | 3 Likes Like |Link to Comment
  • Seadrill - One To Own For A Rebound [View article]
    PV: They just announced earnings etc. yesterday. That conflicts with your statement that this info was known for some time. That's not rational.
    Some one is a little cranky today and is taking it out on the SA contributors. I thought it was a nice article, but I try not to watch cnbc, so I'm not as well informed as you are. Thanks for the avalanche warning. -)
    Aug 28, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Seadrill: Tough Road Ahead, But Long Term Investors Should Follow In Schlumberger's Footsteps [View article]
    It seems that the stock has been oversold according to action this week. Hope it continues gaining for a while. Burning some shorts is always a fun activity.
    Aug 28, 2015. 11:56 AM | 6 Likes Like |Link to Comment
  • Seadrill Is Still 40% Overvalued [View article]
    I'll have to check the definition of objective, but I believe your statement "SE wouldn't pay a dollar over $4 for SDRL at this point" doesn't make the grade.

    I hope you enjoyed the recovery this week.
    Aug 28, 2015. 09:34 AM | Likes Like |Link to Comment
  • Seadrill Is Still 40% Overvalued [View article]
    SA needs a down thumb button for people like you.
    Aug 28, 2015. 09:20 AM | Likes Like |Link to Comment
  • Seadrill - Complete Fleet Status As Of Aug. 28 With Commentary [View article]
    Good article. This could turn around fast given the political situation in the ME, which is worsening day to day. I think I would be a buyer here, if I didn't have so many shares right now.
    It is a good time to transfer shares of beaten down, but recoverable, stocks into tax free accounts (roths).
    Aug 28, 2015. 09:08 AM | 6 Likes Like |Link to Comment
  • Prospect Capital: The Strong Quarter Should Help Silence The Bears [View article]
    They could reduce their obscene fees.
    Aug 27, 2015. 08:53 AM | 2 Likes Like |Link to Comment
  • Prospect Capital: The Strong Quarter Should Help Silence The Bears [View article]
    Then you should cover.
    Aug 27, 2015. 08:49 AM | Likes Like |Link to Comment
COMMENTS STATS
455 Comments
731 Likes