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meridian6

meridian6
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  • China Chooses Her Weapons [View article]
    Well written Alasdair! Agreed and subscribed.
    Aug 21, 2015. 09:56 AM | 2 Likes Like |Link to Comment
  • A Review Of Gilead's Pipeline (Part 2): Focus On Zydelig And Lymphoma/CLL Candidates [View article]
    Why isn't GILD moving? Stuck in this low range.
    Aug 20, 2015. 12:43 PM | 1 Like Like |Link to Comment
  • PDC Energy: More Resilient Than Exxon, And For A Good Reason [View article]
    Hi Richard,

    No one seems to be concerned about breakdown in NGL pricing? PDCE has lots of NGL, and Utics isn't going to contribute for at least the next two years?

    Inner core is gassy with NGL. Middle and outer core are oily.

    I think the focus should be on NGL, wellhead vs takeaway pricing, and the breakdown in products like propane vs ethene.
    Aug 13, 2015. 10:27 AM | Likes Like |Link to Comment
  • China's Currency Devaluation Will Cause Serious Pain [View article]
    China has already lower their US bonds purchases. Plenty of ways to invest - buying equity, foreign investments with ASEAN partners, Russia, MENA, Latam...

    I just don't see the big hoopla on a 2% deval. Versus Japan and Germany? It's a joke.

    For years pundits wanted a market Yuan. Now that we're getting closer, pundits bitch about it. so typical.
    Aug 12, 2015. 11:58 AM | 1 Like Like |Link to Comment
  • China's Currency Devaluation Will Cause Serious Pain [View article]
    Stop looking at foreign markets or countries through the myopic lens of an American. This has been out mistake for centuries.

    China will be fine. China is transitioning from pure manufacturing to a diversified economy. Just because American companies aren't successful in China and India, it doesn't mean the sky is falling there.

    If China wanted to, they can dump all their US bonds, and it will be game over.

    US Media are full of sinophobes who are clueless.
    Aug 12, 2015. 10:11 AM | Likes Like |Link to Comment
  • Alibaba To Expand Into India's Rapidly Growing E-Commerce Market [View article]
    Love BABA and SFTBY investing in India. What an opportunity!

    Meanwhile, Silicon Valley idiots are myopic with their pet projects and not growing abroad.
    Aug 12, 2015. 09:56 AM | 1 Like Like |Link to Comment
  • Alibaba: Bringing Sexy Back To Offline Retail [View article]
    Anyone who has bought in China will know that there's no after sale service like in the U.S. That said, I hope BABA never goes that far. Try floor model, exchange/service is fine, but do not go the way of refunds for no good reason - liberal return policies in the US doomed retailers here long ago.

    BABA shouldn't expand to the US, stick with growth markets like China and India. Here in the U.S., we're Sinophobes. We have a history of blaming foreigners for our own problems.
    Aug 12, 2015. 09:29 AM | Likes Like |Link to Comment
  • Memorial Production Partners: Where Does It Go After Distribution Cut, Recent Share Price Drop? [View article]
    Sure the past two quarters were not smooth, but a cut in divvy doesn't mean the money isn't there. They were slightly blow 1x coverage pre-cut, and now post-cut they're projecting 1.3x coverage for next year.

    I think they got the message on the call yesterday - CUT CUT CUT service and G&A costs!
    Aug 6, 2015. 11:18 AM | 3 Likes Like |Link to Comment
  • Buy On Euphoria, Sell On Panic - A Contrarian Strategy That Works For China [View article]
    Well written and agree, for this early phase of the market. It will take time, but eventually as professional fund managers take a larger percentage of trades, it will revert to a more western style of metrics.
    Aug 6, 2015. 10:18 AM | Likes Like |Link to Comment
  • Daimler: High Growth Rate And Cheap Valuation [View article]
    TTM cheaper
    Aug 2, 2015. 09:46 PM | Likes Like |Link to Comment
  • No 'High Wire Act' For Starwood Property Trust [View article]
    Don't know where the sanity is but STWD is trading very poorly.

    For the quality of management and consistency in growth, I can't find a better REIT than STWD.
    Jul 23, 2015. 07:56 PM | 3 Likes Like |Link to Comment
  • Callon Petroleum: Shift To Spraberry From Wolfcamp A Bullish Move [View article]
    Best core Midland E&P. Will either be acquired or opportunistically expand. Great management!
    Jul 14, 2015. 01:47 PM | 1 Like Like |Link to Comment
  • Shale Producers Can't Make Money At An Oil Price Of $60 [View article]
    For every Continental, there is a CPE or PDCE. CPE and PDCE are winners in this down cycle.
    Jul 8, 2015. 09:32 AM | Likes Like |Link to Comment
  • Shale Producers Can't Make Money At An Oil Price Of $60 [View article]
    Ignorant article. You mixed basins up, failed to account for lower production costs, and picked losers to write about. Take a look at CPE in Midland basin. Another SA author just wrote about it yesterday. 30% IRR at $55 oil.
    Jul 8, 2015. 09:31 AM | 6 Likes Like |Link to Comment
  • Why Callon Petroleum Will Be Able To Sustain Its Strong Run [View article]
    CPE has the best management in the business. CPE is rumored to be eyeing Delaware acreage, which is what I would love to see. So many small Delaware operators with lack of funds. Hope Fred buys them up and grow!
    Jul 7, 2015. 03:20 PM | Likes Like |Link to Comment
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