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Ducaticorse

Ducaticorse
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  • Wall Street Breakfast: Crude Continues Decline Following OPEC Decision [View article]
    Yes it's going to be messy. Just starting.
    Nov 28, 2014. 08:36 AM | 2 Likes Like |Link to Comment
  • HP Earnings Imply Bad News For Intel [View article]
    I don't know if your statement is correct but effectively HP's situation must be assessed globally. It very well could be that its loss is another's gain, thus no consequence for Intel.
    Nov 27, 2014. 02:53 PM | 3 Likes Like |Link to Comment
  • Why Seadrill's Dividend Suspension Is Actually A Bullish Indicator [View article]
    Nobody can count the number of blokes who got margin calls on INTC, MSFT or AAPL in 2008/2009, lost it all and would be millionaires today. That's what leverage does to you and SDRL is a huge leveraged bet. Margin calls are going to come. Saoudi Arabia decided to leave the spigots opened and the next OPEC meeting is in June 2015. Nobody is going to rent a rig that requires $ 80 plus oil to be profitable.
    Nov 27, 2014. 11:34 AM | 3 Likes Like |Link to Comment
  • Why Seadrill's Dividend Suspension Is Actually A Bullish Indicator [View article]
    Black Swan and Macondo were a global event for economy or the industry. This one is company specific; you have an inadequacy between CF and financing. This is a completely different situation. If you want to play a rebound, look a other drillers that are thrown away in sympathy but don't have so much financial leverage.
    Nov 27, 2014. 11:27 AM | 1 Like Like |Link to Comment
  • Details Emerge On Why Seadrill Cut Its Dividend [View article]
    SDRL = FRO = 0
    Nov 27, 2014. 11:07 AM | 3 Likes Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    Good this one didn't catch me. I reminded in a comment about FRO, that Ericsson was not to be trusted.
    Nov 26, 2014. 04:02 PM | Likes Like |Link to Comment
  • EU Mandarins Want To 'Break Up Google' - Commissar Oettinger Strikes Again [View article]
    Great post. I don't like GOOGL and I tend not to use them. I've StartPage, DuckDuck. Et voila. If other people like them, good for them. But I still like GOOGL better than the EU Komissar.
    Nov 26, 2014. 04:00 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Santander CFO Alvarez Named New CEO [View article]
    These people have nothing else to do but write new rules. And they will do so until we drown.
    Nov 25, 2014. 09:17 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Santander CFO Alvarez Named New CEO [View article]
    Completely agree with you. However, the real obesity lies in the price this kind of crap sells for.
    Nov 25, 2014. 09:16 AM | 3 Likes Like |Link to Comment
  • Go Where It Is Darkest: When Company, Country, Currency And Commodity Risk Collide! [View article]
    Sir, you're the good surprise of the day. I'm going to follow. As to the investment thesis I agree with you but I'll play it safer with BHP Billiton (I'll go long tomorrow).
    Nov 23, 2014. 02:18 PM | Likes Like |Link to Comment
  • Amazon Trades For 370 Years Of Earnings, Jack Ma Thinks It Might Not Be Here In 20 [View article]
    This kind of statement is typical of the corporate drones. If you translate (you can do that as long as you don't have an MBA), it means; we are in trouble.
    Nov 23, 2014. 01:16 PM | Likes Like |Link to Comment
  • Amazon Trades For 370 Years Of Earnings, Jack Ma Thinks It Might Not Be Here In 20 [View article]
    Paulo, take care of your health and good luck.
    Nov 23, 2014. 01:14 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Are Investors Too Complacent? [View article]
    QE finances the government through very low interest rates. Currently you've 100 million people registered in a government program in the US. If the Treasury has to pay 5% interest, it's game over for these programs.
    Now, I would not be against a program that distributes at least part of the money directly to the consumer, like Bush did once in those days. Some economists are flirting with the idea but I'm afraid it's too new age to ever pass.
    Nov 23, 2014. 11:50 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Are Investors Too Complacent? [View article]
    Well Khyber they don't matter investment wise unless there is a revolution. I think this country is turning in a sort of Brazil. You could make a killing buying real estate in Copacabana and half a mile away people live in slums.
    Nov 23, 2014. 11:47 AM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Are Investors Too Complacent? [View article]
    And I read recently that since the 2009's low, there has been about 60 new highs. If you'd sold after the first new high, too bad.
    Nov 23, 2014. 11:43 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,595 Comments
2,947 Likes