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jjason

jjason
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  • Seadrill: Lessons From The Frontline [View article]
    Tankerat, Does that mean that SDRL common shareholders win?
    Sep 25 12:33 PM | Likes Like |Link to Comment
  • Seadrill: Lessons From The Frontline [View article]
    mapodga, Thanks for your comments.

    Another way of saying what you think is, perhaps, "The whole offshore drilling industry may be seeing a reduction in drilling contracts in the next two or three years; especially if there is a global slowdown and oil prices drop below $80.00 per barrel.

    As I write this today, Bloomberg has an article about OPEC reducing oil production, maybe, in two or three months.
    Sep 23 11:42 AM | Likes Like |Link to Comment
  • Seadrill: Lessons From The Frontline [View article]
    sts66- I read the article in your link and I did not understand some of it. What is TRS?
    If someone owns options to buy common stock, did they get the options as compensation or did they pay cash for the options?

    I also wonder how many shares these executives bought in the open market for cash and how many shares were gifts... etc. I will do research on this on my brokerage account.
    Sep 23 11:28 AM | Likes Like |Link to Comment
  • Seadrill: Lessons From The Frontline [View article]
    In the past 4 months, on Yahoo, I have seen futures prices for oil below $90.00 per bbl in 2015 16 and 17. I think the lowest price was about $82.00 per bbl. This has me confused. If the price of oil does go below $80.00 per bbl, then buying companies like SDRL at todays prices is very risky.
    Sep 19 12:29 PM | 1 Like Like |Link to Comment
  • Top Performing Stocks Year-To-Date [View article]
    Bespoke, Thanks for the article. Is it possible to add three columns; the price to earnings ratio, the price to book ratio and the price to tangible book ratio?

    I think it would be interesting to see these ratios.
    Aug 12 11:17 AM | Likes Like |Link to Comment
  • A Few Investment Notes [View article]
    Thanks for the article, David.

    I agree with you that some people never learn. I think Jeffrey Gundlach is correct and the federal reserve will keep the 10yr interest rate low. David Kotok has said that the 10yr rate should go up in the 2nd half of 2015. As a small investor, I find that it is very difficult to plan for the future.

    My best plan, which I began when I was 50 years old, was to downsize. I reduced debt, saved more, eliminated excess baggage, and hoped that safer investments would fund my retirement...along with Social Security.

    I am 71 years old. Had I continued to live lavishly, I wouldn't have been able to enjoy retirement.
    Aug 12 10:36 AM | 1 Like Like |Link to Comment
  • Timing Is Everything [View article]
    It takes a lot of time to know what to buy and when to buy and when to sell. Ben Graham, Warren Buffett and others in the business of investing and managing the companies that they invest in do better, over time, than the people who attempt to time the market.

    There are no longer safe investments for widows and orphans.
    Jun 6 12:23 PM | Likes Like |Link to Comment
  • Timing Is Everything [View article]
    Petrarch,

    I am 71 years old and retired. I know very little about ETF's or index funds. Do you know of an index fund or ETF that pays a monthly or quarterly dividend with an annual yield over 7 percent?

    I have lived through too many recessions. I have made money and lost money. Fortunately, I have done OK overall. However, it is very time consuming and nerve racking to invest in stocks and bonds.
    Jun 6 12:07 PM | Likes Like |Link to Comment
  • Commonwealth REIT - Sometimes Lip Service Gets Boot Service [View article]
    Joe Red,
    Good work. The proxy I received this week is green and I mailed it today.

    I also sent a request to the Portnoys on April 1st to speed up the process. Tim Bonang notified me today that he forewarded my email to the Portnoys.
    Apr 15 11:37 AM | Likes Like |Link to Comment
  • Armour Continues Buybacks In A Big Way For Investors [View article]
    Dear Speculative, You are right. I will vote no. I will also send an email to the BOD.
    Apr 4 11:11 AM | 2 Likes Like |Link to Comment
  • Seadrill's Latest Jack-Up Deals Could Enhance Long-Term Revenue Growth [View article]
    ShellV, What is the reason for posting all of these articles? Anyone who has been following Seadrill's progress probably has read these articles already.
    Apr 4 11:05 AM | 1 Like Like |Link to Comment
  • Seadrill's Latest Jack-Up Deals Could Enhance Long-Term Revenue Growth [View article]
    HEATHER, Thank you for a well written article. I did some research on my brokerage website on Mar 17, 2014 and then purchased 500 shares of seadrill at $33.22. I think the company is well managed and the risk/reward to me is favorable. My yield on cost is 11.75%.
    Apr 3 12:05 PM | 2 Likes Like |Link to Comment
  • CommonWealth REIT (CWH) [View instapost]
    Thanks Chris. Your articles and comments helped.
    Mar 20 11:41 AM | Likes Like |Link to Comment
  • CommonWealth REIT Comments on Recent Downgrade Warning by Moody’s [View article]
    DCLAUDEW, Thanks for your reply. I also owned rental real estate and did a lot of the work myself.

    Corvex/Related claim that the Portnoys and RMR were paid too much. A graph I received showed about $700,000,000 in fees to RMR since CWH started. I do not know if this figure is accurate but I will try to find out if it is true.
    Mar 14 11:42 AM | Likes Like |Link to Comment
  • CommonWealth REIT Comments on Recent Downgrade Warning by Moody’s [View article]
    dclaudew, Do you think Adam and Barry Portnoy and their friends would resign from the board and elect all independent directors? Also do you think that the compensation should change from a percentage of assets to a compensation plan based on the increase in the share price, a base return on assets and a base return on equity?
    Mar 12 12:18 PM | Likes Like |Link to Comment
COMMENTS STATS
481 Comments
93 Likes