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chimpanzee-ate-my-face

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  • Cameco's Tax Dispute Does Not Affect The Bullish Case [View article]
    "of", "loose" Can anyone spell anymore?
    Mar 24, 2015. 08:58 PM | 1 Like Like |Link to Comment
  • Transocean - Rig Moves Aren't Enough [View article]
    According to Barron's, plungers who are still long oil futures may throw in the towel causing oil to drop to $20. If this happens, I imagine RIG will trade in single digits. That will probably be the time to buy.
    Mar 23, 2015. 03:43 PM | Likes Like |Link to Comment
  • Investing In Transocean Is Not For The Faint At Heart Right Now [View article]
    According to Barron's, when all the plungers who are still long oil futures finally throw in the towel, the price of oil could drop as low as $20. If that happens, I imagine RIG will be in single digits. That will probably be the time to buy.
    Mar 22, 2015. 02:53 PM | Likes Like |Link to Comment
  • Less Bearish About The Russian Bear [View article]
    I recommend MBT. Excellent numbers, no export concerns, no sanctions, good dividend, grossly undervalued.
    Mar 15, 2015. 02:11 PM | Likes Like |Link to Comment
  • Diamond Offshore Drilling: Trouble Breeds Opportunity [View article]
    By the time "the oil recovery is clearly evident", offshore drilling stocks will be higher by several orders of magnitude. You pay a high price for a cheery consensus.
    Mar 15, 2015. 02:03 PM | 4 Likes Like |Link to Comment
  • Unusual Opportunities In Alcoa [View article]
    What about Constellium? CSTM
    Mar 15, 2015. 01:09 PM | 2 Likes Like |Link to Comment
  • Mr. Market Discounts Petrobras 60%, New Developments Signal Time To Buy [View article]
    This author is providing a valuable public service by providing financial articles for free. How many have you contributed? You don't have to read them, or agree with them, or act upon them. Don't look a gift horse in the mouth.
    Mar 13, 2015. 06:04 PM | 2 Likes Like |Link to Comment
  • Mr. Market Discounts Petrobras 60%, New Developments Signal Time To Buy [View article]
    delusional -- get a dictionary
    Mar 13, 2015. 05:59 PM | 2 Likes Like |Link to Comment
  • Why A Turnaround At Rosetta Resources Cannot Be Ruled Out [View article]
    ROSE made a pricey acquisition last year and loaded up on debt. Now they are doing a secondary stock offering and diluting their shareholders.
    Mar 13, 2015. 05:20 PM | Likes Like |Link to Comment
  • Transocean Continues To Bleed Profusely [View article]
    When RIG leases a rig, does RIG supply the crew or does the lessee supply the crew?
    Mar 13, 2015. 01:26 PM | Likes Like |Link to Comment
  • Transocean: Fuzzy Math Behind Moody's Downgrade - Part I [View article]
    I appreciated the article. Something positive for a change.
    Mar 10, 2015. 05:32 PM | 4 Likes Like |Link to Comment
  • Transocean: Positioned For A Rebound 2016? [View article]
    No one can predict when the oil worm will turn. You can't blame RIG for wanting to keep their powder dry.
    Mar 4, 2015. 02:07 PM | 3 Likes Like |Link to Comment
  • Chicago Bridge And Iron: Will There Be More Negative News? [View article]
    Bechtel is also a big competitor that you didn't mention. Buffett has jumped the shark. He used to prefer companies that weren't capital intensive and that had moats. CBI is none of these. Buffett has had his head handed to him on this investment.
    Feb 16, 2015. 02:13 PM | 1 Like Like |Link to Comment
  • Barron's: Whether crude moves up or down, best to avoid big oils [View news story]
    Keep in mind that it was Barron's (April 2014, Gene Epstein) that predicted a fall in oil prices (to $75 oil) although they went down much more. They have also predicted oil may continue down to the 30s due to long future positions that have yet to be liquidated.
    Feb 14, 2015. 03:31 PM | 7 Likes Like |Link to Comment
  • Transocean: Credit Suisse And Moving Price Targets [View article]
    Anyone can upgrade or downgrade their estimates weekly in lockstep with a chart. That is not forecasting; it's following a chart. Lewis is a clown. It takes a real analyst to set a target 12 months or more in advance, not change it, and then hit it.
    Feb 10, 2015. 05:43 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
205 Comments
213 Likes