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Len Marx

Len Marx
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  • National Oilwell Varco Cuts 1,500 Jobs - Too Little, Too Late? [View article]
    Useful article. Please comment on how Sete Brazil's problems may affect the orders for 5 semis from Keppel (KPELY)
    Jun 21, 2015. 09:04 AM | Likes Like |Link to Comment
  • Urban Outfitters, Inc.: And That's Exactly Why You Don't Trust Mr. Market [View article]
    not worth reading - says nothing new or useful
    May 26, 2015. 10:32 AM | Likes Like |Link to Comment
  • Keurig's Rude Awakening [View article]
    Adam,

    Excellent & correct analysis. Too bad Brian P. Kelly will probably not read it. We find that it we use only filtered water the original machine has a long life. In addition as a monthly buyer of 6 boxes of K-Cups we accumulate enough points to buy a brewer for much less than the price you mention. Why do we remain a customer? 1. convenience 2. My wife, our domestic, and I use different K-Cups.

    I wonder what KO is thinking about their GMCR investment? Large corporations seem to often make made decisions, i.e. MCD disposing of Chipotle.
    May 19, 2015. 09:01 AM | Likes Like |Link to Comment
  • Noble: Complete Fleet Status As Of May 14 And Commentary [View article]
    Always fine your analysis interesting and useful.

    I own NE and it made a bottom on March 16th whereas you are waiting for a buying opportunity --- time will tell.

    Question -- could ATW get contracts on their two new completed DS if they were willing to take $400 - or are there just no customers?
    May 15, 2015. 06:27 PM | 1 Like Like |Link to Comment
  • Tracking Yacktman Asset Management Portfolio - Q1 2015 Update [View article]
    Wish AMG would include the stock symbols in the fund reports.
    Don't know why Mr.Vincent keeps referring to shorts since they have none.
    How sure is he that Donald is still making the investments since the past few years the 2 funds have way unperformed the S&P 500 .Morningstar rates them in the 85th-87th-& 75th percentile whereas 2nd for 10 years.
    May 10, 2015. 09:28 AM | Likes Like |Link to Comment
  • Noble's Results Were Excellent But Future Challenges Abound [View article]
    Was no point in discussing the 1st Q at length. NE share price depends on price of oil and 2016 revenues. Are we certain that NE has no liability/recourse on PGN debt?
    May 10, 2015. 08:38 AM | 1 Like Like |Link to Comment
  • Are Keurig Green Mountain's Problems More Than A Misunderstanding? [View article]
    Problem is the KO CEO who never bothered to learn what had made GMCR so successful & it won't be fixed by hiring a new CFO.
    May 7, 2015. 09:48 AM | Likes Like |Link to Comment
  • Buffett Financial Analysis Template: Chicago Bridge And Iron Company [View article]
    I Charlie Munger has studied CBI and likes it, then I'm happy to be a new shareholder in 2015.
    Mar 20, 2015. 06:43 PM | Likes Like |Link to Comment
  • Rowan Companies: Complete Fleet Status As Of March 20, 2015, Commentary [View article]
    not a great list of customers 28 rigs working: 9 Aramco, 5 Freeport
    Mar 20, 2015. 12:44 PM | Likes Like |Link to Comment
  • Noble Corporation - Unloved And Undervalued [View article]
    Statoil is probably sorry they contracted for Jackup VII @ $447/day.....
    Mar 19, 2015. 12:51 PM | Likes Like |Link to Comment
  • Halliburton: The Bottom Might Be In [View article]
    Based on the number of expiring 2015 contracts on floaters and Jack Ups that are not being extended - HAL should be affected
    Mar 19, 2015. 11:16 AM | 1 Like Like |Link to Comment
  • Buy Greenlight Re And Never Sell [View article]
    JOE - he was right
    GMCR - he was wrong...

    Compare GLRE to TRV (good management, yield, high growth in book, and easy to understand with no 2&20% long/short)
    Mar 17, 2015. 08:22 AM | Likes Like |Link to Comment
  • CEO Pay At Qualcomm: Retention, Not Performance [View article]
    Ask Warren Buffett what he thinks of these options........
    Mar 17, 2015. 07:44 AM | 2 Likes Like |Link to Comment
  • Oil Drillers As Buyout Targets [View article]
    Credibility of Seeking Alpha is endangered by publishing this.
    Mar 16, 2015. 05:08 PM | 9 Likes Like |Link to Comment
  • Noble Corp.'s Complete Fleet Status As Of March 12, 2015 - Commentary [View article]
    My impression is that the dividend was a major factor in the Pride acquisition.
    was there any time limit on this commitment?

    I.E. remember the new issue of dry bulk carriers where a fixed dividend was promised for a fixed number of years..... and then
    Mar 15, 2015. 12:37 PM | 1 Like Like |Link to Comment
COMMENTS STATS
83 Comments
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