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sae20004

sae20004
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  • Ensco - More Fleet Disruptions Sink Sector Unfairly [View article]
    I've been crushed in this trade. What would be a conceivable bottom? 15? 20? 0? There is value here. I may start to nibble and add to my position.
    Jun 20, 2015. 09:46 PM | Likes Like |Link to Comment
  • Pacific Drilling +5% as Bloomberg highlights as potential takeover target [View news story]
    Why not buy after bankruptcy?
    Jun 12, 2015. 10:41 AM | 6 Likes Like |Link to Comment
  • Is Baxter Guidance Portending A Dividend Cut? [View article]
    I believe Abbott labs had a lower total payout after Abbott split with Abbie. I believe it's just split caution to be followed with growth after a couple quarters.
    May 23, 2015. 01:56 PM | 1 Like Like |Link to Comment
  • Baxter details post-split financial objectives [View news story]
    Agree. I bought the stock waiting for the split. I'm happy with the lower dividend if the capital is applied to growth.
    May 18, 2015. 08:16 PM | Likes Like |Link to Comment
  • Petrobras posts surprising 50% Y/Y jump in Q1 adjusted earnings [View news story]
    I sold 5/6 of my holdings today. Left the profits. I should have waited one more day... Honesty, I didn't expect them to blow out the quarter. It should have represented 2Q ago, before oil recovered. Either way, congrats to the longs that stayed with PBR.
    May 15, 2015. 09:42 PM | 3 Likes Like |Link to Comment
  • Emerson Electric On Sale For Long-Term Investors [View article]
    What about the company allows it to generate the strong FCF over downturns that other conglomerates can't? That seems to be the underlying value
    May 11, 2015. 10:29 PM | Likes Like |Link to Comment
  • Value-searching in shipping stocks [View news story]
    I've owned TNK and regret that purchase.
    May 10, 2015. 03:57 PM | Likes Like |Link to Comment
  • Liberia declared Ebola-free [View news story]
    I'm at least happy it's still in the news. The outbreak is not over but you wouldn't know that given current news coverage
    May 10, 2015. 03:53 PM | Likes Like |Link to Comment
  • Bancolombia: Buy This Fast-Growing Bank At 5-Year Lows [View article]
    I bought CIB since it has a presence in Cuba. Expected a run up. Just sold it. I'm not typically a trader but I had to pocket the 18% gain. Waiting for a pull back to buy back
    May 9, 2015. 03:12 PM | Likes Like |Link to Comment
  • Will Roseneft And The Ruble Destroy BP's Value? [View article]
    I don't know if the dividend could be considered safe given the huge drop in oil over the past 12 months and as of last quarter the payout ratio was over 77%.
    Jan 5, 2015. 06:52 PM | Likes Like |Link to Comment
  • Update: Kinder Morgan Mega Merger Approval Paves The Way For Company Transformation [View article]
    Thinking about the transaction. If KMR shares appreciate faster than KMI share would the relative value of my holdings drop as soon as the transaction is completed?
    Nov 21, 2014. 07:00 PM | Likes Like |Link to Comment
  • Latest Data Points On Offshore Drillers [View article]
    Given the lower rates, are these high flying dividends sustainable?
    Oct 11, 2014. 07:34 PM | Likes Like |Link to Comment
  • Freeport deal could ward off Glencore for Rio Tinto, analysts speculate [View news story]
    A seeking alpha article stated that FCX was looking to divest some oil assets to help pay down debt. I don't want to quote figures since I don't remember them exactly. Either way, if this were to happen, it could make FCX more appealing to RIO.
    Oct 10, 2014. 08:03 PM | 1 Like Like |Link to Comment
  • The Numbers Are In! [View article]
    I was looking at GG and SLW. i ended up buying SLW due to analysis a SA contributor provided on the historical relationship between gold and silver. It showed silver was trading below this historical ratio.
    Jul 5, 2014. 09:52 AM | Likes Like |Link to Comment
  • NN Group: Forced Sale Of A Leading Insurance Company: 60+% Upside; Minimal Downside [View article]
    My question exactly.
    Jul 3, 2014. 07:35 PM | Likes Like |Link to Comment
COMMENTS STATS
17 Comments
14 Likes