k2caliguy

k2caliguy
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  • Vale: Nowhere To Hide  [View article]
    bhp is even risky because of the low oil prices they face.

    the Brazil government needs to protect this company through these times until things stabilize just like the fed government did for banks. it's in Brazil's best national interests.
    Feb 5, 2016. 04:33 PM | 1 Like Like |Link to Comment
  • Goldman Sachs Is Right, Wait Before Buying ConocoPhillips  [View article]
    regardless of the auther or GS and all the crap out there, step and look at EIA report:

    http://1.usa.gov/1QG1N77

    If OPEC and Russia cut back production, they can bring up the price from $40 to $60, however the more they cut back, the more shale fracking will come online at those prices. Now with the US allowing exporting., how much can US realistically export out of Texas to the global market? how of that can COP export in addition to their other areas?

    If $60 is cash neutral right now, they need to figure out how to cut to $30 dollars a barrel. COP will continue to lose, and my position is now a sunk cost thanks to OPEC and Russia.

    The biggest losses will be any exposure to capital expenditures in Venezuela, as their whole countries debt will default first.

    Oil will slowly self adjust at the end of this year, but slowing go up to a new LRAS because of fracking technology. Growing nations would have to offset supply with increased demand, however that has not taken hold compared to the supply increase we keep seeing.

    Good luck... Shorting in the near term is fine, but long term investing should pay off in the strongest oil companies as the rebalance occurs, and when those shorts cover if your in long, if will be a fun ride. Bulls always crush eventually it is our human behavior.
    Feb 3, 2016. 08:51 AM | Likes Like |Link to Comment
  • ConocoPhillips - This Is Not Another 2003, It's Much Worse  [View article]
    They have cut their dividend immediately and preserve cash flow... Push their debt out as much as possible to 30 years... And cut costs anywhere they can, lean six sigma...

    If they have any room to work, they need to buy out E&P competitors in bankruptcy that are worse off financially that fail to increase their resources and eliminate competitors market share... Hopefully the smaller players don't all go chapter 11, and these companies are forced to liquidate to the bigger players, consolidate the industry and control market prices..
    Jan 21, 2016. 08:43 AM | 1 Like Like |Link to Comment
  • BHP Billiton Is Making More Write-Downs, Glad We're Not Investors  [View article]
    i want to catch the falling sword here on commodity players but when will this happen? i am thinking go in for the long term with dollar cost averaging...
    Jul 22, 2015. 10:01 AM | Likes Like |Link to Comment
  • NY Post: Intel nears $15B deal for Altera  [View news story]
    isnt 15 billion better spent on R&D ?
    May 29, 2015. 09:01 AM | 4 Likes Like |Link to Comment
  • Vale: This Could Be Big  [View article]
    got to wait for bhp rio and vale start acting united states airlines. right now they driving atlas, cliff and other ls into the ground. they then need to jave enough leverage to buy up those distressed assets and them control the iron ore market. if this places iut we will see big profits around 2020. india and china will have to keep the demand side up for this to happen and australia govt needs has to get on board as well. then vale could make everyone rich. its a goos flyer of stock given human nature
    May 26, 2015. 09:53 AM | 2 Likes Like |Link to Comment
  • Apple/Samsung damages partly reversed; Q1 hedge fund data arrives  [View news story]
    he is not smarter he just has funny money to spend with and can get on boards of companies to control his investments. the guy couldnt build a company through diffusion of innovation to save his life...
    May 19, 2015. 09:49 AM | Likes Like |Link to Comment
  • No more anti-steering rules for American Express  [View news story]
    the worst thing for government get more people back on cash payments which is great for small businesses not reporting taxable transactions. here comes the 10 discount at the asian nail salon for paying cash instead of any card.
    May 1, 2015. 08:32 AM | Likes Like |Link to Comment
  • Report: Qualcomm's Snapdragon 820 to be made by Samsung  [View news story]
    i need a bigger battery for all this bloatware i cannot delete, it just drains my battery while it steals marketing data from me. 14nm just means more bloatware that can that i wont hopefully notice. Smartphones are starting to suck as open source source has turned back into a controlled environment.
    Apr 20, 2015. 08:40 PM | 1 Like Like |Link to Comment
  • BHP, Rio Tinto confirm tax audit  [View news story]
    This looks like the Australian government is trying to find any angle at go after these companies for dropping the price of iron ore... are bhp and rio are playing this survival of the financially fittest. are they going to then buy higher cost distressed assets to create a monopoly?
    Apr 10, 2015. 09:02 AM | Likes Like |Link to Comment
  • Vale: Forget The Noise And Think Long Term  [View article]
    brazil government needs to take a play out from the US and protect this company as a national interest like to big to fail... if the govt ensures capital and cash flow with zero interest debt gurantees they along with rio and bhp with win... this is mostly australias fault to trying to squeeze the minors...

    China's appetite cant take this excess supply... this is a war of attrition... need to look at rio and bhp and vale at who will rise by 2020 for some nice long term gains!
    Apr 3, 2015. 12:56 AM | 1 Like Like |Link to Comment
  • Intel: What To Expect From Earnings Today  [View article]
    I dont expect much either, they stated an increase in revenue, and that shot the stock up to it current price.

    $800 touchscreen lenevo powered by windows and intel. that is a high end tablet killer. my Ipad3 is a glorified recipe book for the kitchen.

    cant wait for that 14nm fanless chip, thin and light laptops are on their way.
    Jul 15, 2014. 09:05 AM | Likes Like |Link to Comment
  • Why Intel Stock Is Still An Investment Opportunity Right Now  [View article]
    Concerning today is reading the United Kingdom register that reported Russia government to develop their own arm chips for servers and computers and ditch Intel and amd.
    Jun 24, 2014. 11:53 PM | Likes Like |Link to Comment
  • Intel Recruits Rockchip To Increase Its Attack Against The ARMy  [View article]
    dont forget google's cash for marketing android silver coming out on LG and Motorola with the Snapdragon 810. There is a giant battle playing out on mobile that is leaving intel in the dust.
    May 28, 2014. 10:42 PM | 2 Likes Like |Link to Comment
  • What Intel's Capital Allocation To Shareholders Is Telling Us About Intel's Long-Term Growth Prospects  [View article]
    I had to check out of INTC after flat revenue again reported along with shares in the high twenties, I have been waiting for 2 years to see growth in a mobile market that is now maturing and they still are not there.


    Is this a battle of bulge playing right now on INTC? Time will tell. Android Silver just got fired in INTC on the high mobile market for next years revenue reporting.
    May 20, 2014. 09:32 PM | Likes Like |Link to Comment
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