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The Rebel

The Rebel
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  • A New CEO For American Realty Capital Properties: So What? [View article]
    The author clearly doesn't understand how reinstating the dividend will be a catalyst for further upward price movement. On the day the bad news hit the fan and the dividend was suspended, institutions/investors that require a dividend be paid as part of their investment criteria had to sell. Once the suspended dividend is reinstated, for whatever amount, many of those same sellers will become buyers once again.
    Mar 5, 2015. 11:31 PM | Likes Like |Link to Comment
  • What Is Keeping Freeport-McMoRan Down? [View article]
    contrarian- If what you say is true, how can the Fed possibly be thinking of raising rates into a deflationary contraction or recession?
    Mar 5, 2015. 08:05 PM | Likes Like |Link to Comment
  • Seadrill says it's bracing for two more years of rig market pain [View news story]
    Maybe you missed the following statements from that interview:

    Seadrill expects to make acquisitions once competitors’ valuations have fallen further. As the company saves cash after suspending dividends in November, a continued deterioration of the market may give Seadrill an advantage, Lundetrae said.

    “Some companies will be even more distressed than today” when the market starts improving, he said Wednesday. “Then they won’t have the muscles to lift themselves, and we can come in and swipe the table.”

    This doesn't sound like a company that "would be hard pressed to sustain itself".

    Carl Surran is usually accentuating the negatives, however, and mostly ignoring the positives.
    Mar 5, 2015. 03:02 PM | 4 Likes Like |Link to Comment
  • Kinder Morgan: Has The Worm Turned Once Again? [View article]
    http://seekingalpha.co...

    This is an example of what has to be worked into the "growth" equation.
    Mar 4, 2015. 07:58 PM | Likes Like |Link to Comment
  • Environmentalists challenge Shell's Arctic port plan [View news story]
    Sad to say, they will get a sympathetic ear from the courts in Washington State. As for them going into the woods and pitching tents, we would need the EPA around the clock to clean up their trash, which you always see cluttering streets after a left-wing rally.
    Mar 3, 2015. 07:51 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan to give public more info on New Hampshire pipeline plan [View news story]
    Who are you calling "southerners"?
    Mar 3, 2015. 04:57 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan to give public more info on New Hampshire pipeline plan [View news story]
    NH now has the moonbats who moved from MA.
    Mar 3, 2015. 03:24 PM | 4 Likes Like |Link to Comment
  • Beware of offshore drillers with exposure to state-run oil giants, analyst says [View news story]
    I saw that on CNBC earlier this afternoon. My only comment would be why does SA not deem Hall's analysis and opinion worthy of a piece as an opposing point of view to that above. SA is not my only source of investment advise, thank God.
    Mar 3, 2015. 02:18 PM | 2 Likes Like |Link to Comment
  • American Realty Capital Properties: Not Good, Not Bad... Ready To Move On [View article]
    Many institutions had to sell when the dividend was suspended. There should be quite a few who will be buying once it's reinstated.
    Mar 2, 2015. 03:03 PM | 1 Like Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Chevron Corporation [View article]
    "...we have yet to see an earnings report in the lower oil price band. "

    The same can be said for the drillers, both on and off-shore, yet that hasn't stopped the market from tanking those stocks. BTW, Brent is over $62 and that is what CVX uses to price its oil, not the $49 WTI.
    Mar 1, 2015. 10:56 PM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Chevron Corporation [View article]
    Also, the majority of Chevron’s crude production is priced based on the Brent benchmark, which is currently $62.50/brl vs $49.75/brl for WTI. This fact is what some of these CVX bears apparently don't realize, but the market reflects it in the current pricing of the oil majors stocks, which are down far less than other oil-related stocks.
    Feb 28, 2015. 11:41 PM | Likes Like |Link to Comment
  • FCC vote: And now the congressional hearings [View news story]
    RP- It's not the goals of what the FCC attempted to achieve, it's the methods they are using to achieve them. They will find this out when it does get to court.

    BTW, people like Senator Markey of MA were running around touting the Communications Act of 1996 as the best thing since sliced bread in keeping our cable bills in check. We all know those bills have tripled since that bill was passed.
    Feb 28, 2015. 05:18 PM | 2 Likes Like |Link to Comment
  • One Reason Investors Should Not Buy Seadrill's Stock [View article]
    I'm sure their lenders will respect SDRL more and be favorably disposed to future borrowings by seeing them reduce debt instead of doing buybacks.
    Feb 28, 2015. 05:08 PM | 5 Likes Like |Link to Comment
  • One Reason Investors Should Not Buy Seadrill's Stock [View article]
    Brian- Surely you are not comparing the situations of buybacks of YHOO and AAPL to Seadrill. The financial metrics of SDRL right now for creating buybacks aren't even close to those high tech situations. Cash is king in this environment and those drillers who adhere to that standard will be the ones who survive. You could drive up the price in the short term with buybacks, but what good will that do if in the end that cash was needed to stave off bankruptcy, not that I am predicting that?
    Feb 28, 2015. 05:04 PM | 14 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Chevron Corporation [View article]
    "The company does not appear to be well positioned for the new lower oil price paradigm."

    Unfortunately for your negative view, the market does not appear to agree with you. It has had 8 months to incorporate declining oil prices and the oil outlook for the next 6 months into the market price for CVX. During that same 8 months, the market has decimated virtually all other oil-related stocks. It may be time for you to revisit your "what ifs" and revise your thinking on the major oil producers like CVX.
    Feb 28, 2015. 04:40 PM | 2 Likes Like |Link to Comment
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