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vandeley

vandeley
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  • Seadrill Ltd.: My Game Plan For Tomorrow [View article]
    If the market begins to view that the dividend is sustainable the stock will not trade $21.
    Nov 26, 2014. 02:50 AM | Likes Like |Link to Comment
  • Seadrill Ltd.: My Game Plan For Tomorrow [View article]
    No but the yield is not sustainable. Either the market is right and they cut the dividend, or the dividend isn't cut and the price rallies, but the stock will not stay a 19% yielder.
    Nov 25, 2014. 11:43 AM | 10 Likes Like |Link to Comment
  • Allianz raises payout after Pimco outflows [View news story]
    There are very few European companies that pay quarterly dividend payments. They nearly all pay semi annual or annual dividends, and the standard in Germany is one dividend payment a year.
    Nov 7, 2014. 08:05 AM | Likes Like |Link to Comment
  • GT Advanced files for Chapter 11 bankruptcy [View news story]
    I'm very lucky the puts I sold at strikes 10 and 11 expired on Friday. Sorry to hear about your trading loss Ashraf
    Oct 6, 2014. 10:51 AM | Likes Like |Link to Comment
  • Salesforce.com Eyes Overseas Expansion [View article]
    Haha and if it has a lower P/S than all of the other massively overvalued companies in its sector than it much represent good value.
    Sep 12, 2014. 01:51 AM | 1 Like Like |Link to Comment
  • Salesforce.com: Why The Shorts Will Continue Retreating [View article]
    There is no bottom line growth, only increasing GAAP losses.
    Sep 4, 2014. 05:47 AM | 7 Likes Like |Link to Comment
  • Salesforce.com Has High Growth Potential: Initiating A $58 Price Target [View article]
    How could the stock be a buy if your price target is below the current price? Also to pay dividends the company needs to make a GAAP profit at some point, which it has no intention of ever doing.
    Aug 27, 2014. 08:54 AM | 4 Likes Like |Link to Comment
  • BHP Billiton announces demerger [View news story]
    I think 15% is withheld by the depository bank, which I believe can be claimed back since the dividend is 100% "franked" by the Australian Gov't.
    Aug 19, 2014. 07:42 AM | Likes Like |Link to Comment
  • BHP Billiton announces demerger [View news story]
    Since the spinoff will only be listed in Australia it's likely UK shareholders want to get out before corporate action.
    Aug 19, 2014. 07:30 AM | Likes Like |Link to Comment
  • Facebook: Big Business Means More Business [View article]
    So you think FB is worth a trillion dollars in a few years, nearly twice the market cap of AAPL?
    Aug 13, 2014. 07:22 AM | 2 Likes Like |Link to Comment
  • LinkedIn: An Attractive Long-Term Investment [View article]
    What correction? The stock has already bounced back 50% from its low in May.
    Aug 12, 2014. 01:39 AM | Likes Like |Link to Comment
  • In A Down Market Is Netflix A Buy? [View article]
    So arguably the most overvalued stock in the market is a buy if there is a market correction?
    Aug 11, 2014. 04:20 AM | 1 Like Like |Link to Comment
  • I Was Wrong About Apple [View article]
    He has disclosed his positions in AAPL and other stocks quite often. He has made some good trades and bad trades like every other trader. He has had a very successful career from what I can see, I don't think he will lose sleep over one bad call.
    Jun 9, 2014. 08:09 AM | 6 Likes Like |Link to Comment
  • Shell stops scrip dividend program, switches emphasis to share buybacks [View news story]
    The stock didn't drop, just the spread between the two shares decrease. RDS A went up.
    May 23, 2014. 05:24 AM | Likes Like |Link to Comment
  • Salesforce.com Remains My Favorite Short [View article]
    I wasn't suggesting TSLA is the model to follow or the stock price is justified. I meant in this market there are loads of stocks in bubble territory, but I would much rather short a stock like CRM which will inevitably fall as it's basically a legalized ponzi scheme and a company that produces a good product but the share is way ahead of itself.
    May 21, 2014. 04:46 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
117 Comments
164 Likes