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  • Anadarko Posts Strong Revenue Growth Despite Oil Price Slump [View article]
    Your revenue number is too high if you are talking Operating Revenues which were $4.1 billion so your a little high by 18%. However, Big Oil has to be looking around in this gut wrenching drop in oil prices and share prices. At the same time
    nat. gas is above $4! This company has a lot of gas and they were making money on it at $3. So what's not to like here! We have a big sale on oil and APC owns a lot of it and all it takes is one buyer willing to pay $150/share can have the whole company!
    Nov 18 02:26 AM | Likes Like |Link to Comment
  • Netflix Is The Billionaires' Bet [View article]
    Oh my! Mark Cuban has too much time and
    money on his hands.
    Oct 21 01:35 AM | Likes Like |Link to Comment
  • American Airlines: Q3 Earnings Set To Soar On Lower Fuel Costs [View article]
    Until a couple years ago, airline stocks were so cyclical, you never invested if you were smart, you simply rented the stock for a few days or a few weeks. Now with only three carriers carrying 90% of the domestic passengers due to consolidation, it does make sense that if you hold on for a while you can make 25 to 35%. Likewise there are fewer foreign carriers due to consolidation. Pricing discipline has been restored after years of a dozen carriers always getting into price wars. So, I also believe that this situation does demand patience.
    Sep 25 02:20 PM | 1 Like Like |Link to Comment
  • American Airlines: Q3 Earnings Set To Soar On Lower Fuel Costs [View article]
    Besides lower oil prices, there are other ratios that can swing the earnings in dramatic fashion. I think we should be looking at load factors which greatly influence revenues per passenger miles, which airline has the newer more fuel efficient aircraft, and other variables that are hard to anticipate like weather and ticket prices. I have been on a few flights lately with 40% to 50% of the seats being full. Let's not forget ticket discounting also where on some flights you might have some people paying less than half the price than the highest paid coach seat. There are many variables on both the revenue and cost sides and you just can't point to fuel costs only.
    Sep 22 03:36 PM | Likes Like |Link to Comment
  • Retirement Strategy: The Absurdity Of Believing That Dividends Don't Matter In Retirement [View article]
    A dallah, a hundrit! what's it mattah? It all goes up!
    Aug 12 01:28 AM | 5 Likes Like |Link to Comment
  • Future Of Marijuana Companies: GW Pharma's Strong Fundamentals Leading The Charge [View article]
    I saw an interesting filing by Capital Research and Management that they hold the voting rights and apparently 23,855,484 US ADRs of GW Pharmaceuticals. This was a filing on the LSE on July 8th and represents about 10.11%. This is the mutual fund management company of American Funds. This management company is known for its fundamental value approach to investing. What is it doing with GWPH which is anything but an Exxon, J P Morgan, AT&T, or Pfizer?
    I think I am reading this right on the Dow Jones News Wire. Can anyone reading this shed a little light on this filing? GW Pharma appears to me to be a
    speculation at best which is not my grandmother's kind of stock.
    Jul 9 04:05 AM | 4 Likes Like |Link to Comment
  • Exporting Crude Oil: A Short-Tem Windfall And A Long-Term Question Mark For Pioneer Natural Resources [View article]
    If we continue to drill these successful fields and don't export, where will we store all the oil? US demand has been dropping and proven reserves are rising.
    On the subject of capital spending, if the refiners don't build, our oil fields will
    be unable to sustain exploration, i.e. prices will fall, and the drilling rigs will stop drilling. Remember natural gas at $15? And I remember the pain in the gas fields when it dropped to $3. We don't want those kind of swings in our economy.
    Any oilman will tell you that they can make money at just about any price as long as that price stays stable. I don't want to be dependent on foreign oil and if prices stay stable we will not have to worry about uninterruptible supply. I don't own Pioneer but like everyone else in these new fields, they need pipelines and that is a great place to spend capital.
    Jun 27 02:38 AM | 2 Likes Like |Link to Comment
  • Anadarko Petroleum: Free At Last [View article]
    What does this mean? "the company now has increased clarity to attack it assets".
    This statement follows how other assets owned by Anadarko were spoiled with toxins and caused cancer, etc. I hope you would have use the phrase "develop
    its assets". That would make me feel a lot better about Anadarko Pete.
    Apr 4 02:45 PM | Likes Like |Link to Comment
  • Day 5 Of The Juniper Vs. Palo Alto Patent Trial [View article]
    Looks like settlement problems seeing to the stock action this morning with stock down over 6%.
    Apr 3 12:18 PM | Likes Like |Link to Comment
  • GasLog Has A Minimum 20% Upside Potential [View article]
    As I said above to Biologic yesterday in regard to the management and other insiders selling 39.5 million shares soon per the preliminary prospectus issued
    a few days ago: " I really think the easy money has been made on GasLog since the captain and officers are about to abandon the ship." If you are not looking for
    a lifeboat at the 25 level, better have some very big buckets handy.
    Apr 3 11:53 AM | Likes Like |Link to Comment
  • GasLog Has A Minimum 20% Upside Potential [View article]
    OK Biologic,
    GLOG broke above 25 on volume because thestreet.com raised the stock from hold to BUY. Thestreet was started back in 1997 by Jim Cramer of CNBC's Mad Money program, but I noticed that he did not put his name on the GLOG report. I believe that this report was filler for thestreet's free website that doesn't use the type of due diligence that is standard operating procedure of CFA's whether they work on the buy side or on the sell side. One glaring omission in the GLOG article is the fact that it does not mention the news the company filed with the SEC that the company anticipates that officers of the company and other insiders plan to sell 39.5 million shares (at current price that is $987,500,000). None of this money goes to the company, it goes right into the insiders pockets. This leaves the management very little if any 'skin in the game'! I like companies that put the management on the same side of the table where I sit.
    It appears that management is moving to the other side of the table and I would feel very uncomfortable if they don't disclose why they are collectively selling. This is an unusually large offering in that there offering is almost 52% of the shares outstanding, CA-ching! If I lived in a nice sub-division of MacMansion style homes that have more than doubled in value and I walked out of my house and find 52% of those homes with "For Sale"signs on their lawns, I would be very nervous. So guys, you stay the course. I really think the easy money has been made on GasLog since the captain and officers are about to abandon the ship.
    Apr 2 02:24 PM | Likes Like |Link to Comment
  • GasLog Has A Minimum 20% Upside Potential [View article]
    Biological,
    I don't believe that you will see 25 on GLOG. When you see the insiders wanting to dump 39.5 million shares, I'd say better take a few bucks of profit now rather than wait for these guys dump 39.5 million shares into the market which is about 44 times the average daily volume since the first of the year. I don't think big US money will be willing to buy the stock because of the lack of transparency in this company that hides behind the blind spots created by two off shore tax havens. Check out the preliminary prospectus, who is selling, officers and directors and other long term insiders. No names were named, just the general character category. It also names various sellers controlled by this category of officers and directors that are hidden from the buyer that can be secret bank accounts that were set up to hide ownership among the other reasons. Wow! What a deal, these insiders owned this company back in the days when it only traded about 12,000 shares per day prior to 2014, then the stock gets hyped in January 2014 and the stock goes from 12 to 24 and the unnamed insiders want to sell 39.5 million shares. This company has only 74.7 million shares outstanding so the insiders are selling over 52% of the shares outstanding. This is not just trimming their holdings, it appears as if they are selling down to tag ends. Why would they do this? Revenue in the last 12 months were $157 million eps is 91cents with an annual dividend of 48 cents for the past 12 months. So, this stock sells at 25 time earnings at today's price of 23.24, with a 9.1% ROE and a return on total assets of 3.77%. These are terrible fundamentals. The hype on this thing is that in 5 or 10 years the revenues will be huge along with earnings and dividends. Have any of you ever noticed that analysts have a hard time projecting estimated earnings 12 to 24 months out? This hype is a ridiculous evaluation based on what we see now. I can't say for certain that in several years the stock won't be $125, but looking at stock market prognosticators' records (they make weathermen look good!) I would say that the insiders know what they are doing in dumping this stock. So I would avoid this issue until the offering, then I would say it might be a short when liquidity improves.
    Mar 31 01:51 PM | Likes Like |Link to Comment
  • GasLog Has A Minimum 20% Upside Potential [View article]
    11146471 (with the fancy double eagle crest)
    The day Obama spoke negatively about the U S
    exporting gas to Europe, Gas Log's big insiders
    file to sell 39.5 MILLION Shares! At $23/share
    That's almost One Billion Dollars! None of that
    money flows to the company, it all goes to selling
    company executives and the fat cat royalty of which
    you are so proud! So much for you $120 price target
    or for the guys that thought $25 near term was in the
    bag. GLOG is going lower.

    Let's face fact, this company has not chance of exporting
    LNG from the U S A since there are no facilities in the US
    to onload any meaningful amount of gas, nor does Obama
    seem to care about Europe's shortages of energy and implies
    that Europe has not made enough investment such as drilling
    horizontal wells within your own borders. According to
    geological reports I have seen, there are several areas in
    Europe that have large shale deposits that span from Britain to
    to the Russian border. Our domestic oil companies have been
    developing shale gas technologies for over 20 years and now the
    US has the largest natural gas reserves in the world. Europe
    has hardly spudded a well in ten years. Obama has a reason to
    upset since we share a lot of common burdens with Europe and it seems to we Americans that we always pick up most of the bill.
    Mar 31 01:21 AM | Likes Like |Link to Comment
  • Pharmacyclics: 7 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    There was a very helpful article in the Wall Street Journal (Page 1) that talks about Johnson & Johnson finding and pursuing Pharmacyclics to become their
    partner in the development stage of Imbruvica. Since many of the large pharma companies were after PCYC early, I'd be hesitant to be anything but long since PCYC was the prettiest girl at the dance for treating various blood cancers.
    Mar 10 04:20 PM | Likes Like |Link to Comment
  • GasLog Has A Minimum 20% Upside Potential [View article]
    There is just too much focus on dividend increase on this board. If the company keeps expanding the fleet to stay up with growth potential of LNG tankers it appears to me that cash retention is important. The cost of tankers is rising but
    shipping rates can be volatile. These ships are special use conveyances that ship LNG to places where it is needed. In other words you can ship to Japan LNG, but you return empty. The ships can't load Toyotas in Japan and take them to Indonesia or Australia because they are not configured for anything but liquids with no room for containers of automobiles.
    Mar 1 09:39 AM | 1 Like Like |Link to Comment
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