Seeking Alpha

u01bsb0

u01bsb0
Send Message
View as an RSS Feed
View u01bsb0's Comments BY TICKER:
Latest  |  Highest rated
  • Amazon jumps on Icahn rumor; CNBC denies [View news story]
    Wish they would name and shame these rumour spreaders instead of just calling them 'sources'. Put their credibility on the line instead of reporting anything and everything.
    Jan 21, 2015. 01:00 PM | 3 Likes Like |Link to Comment
  • Merck to pull hep C drug off U.S. market [View news story]
    Darwin's surivival of the fittest at work.
    Jan 21, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • Forecasted $55 Oil Price This Year [View article]
    "EIA forecasts a WTI spot price of $55 for 2015 and $71 for 2016"

    I bet 6 months ago their forecast was around $110. Funny how quickly things can change.
    Jan 15, 2015. 02:13 PM | 2 Likes Like |Link to Comment
  • GoPro bounces as analysts dismiss Apple patent [View news story]
    well they aren't going to say this patent ruins their whole business are they???
    Jan 14, 2015. 12:59 PM | 3 Likes Like |Link to Comment
  • Transocean is top pick at Zephirin Group [View news story]
    Would however be more convincing if he or his firm put their money where their mouth is and had a position in Transocean. Unfortunately, this is not the case.
    Jan 8, 2015. 12:21 PM | 6 Likes Like |Link to Comment
  • Transocean is top pick at Zephirin Group [View news story]
    Seadrill has pretty much double the debt/equity ratio than Transocean. In a time like this when oil price is low and rig companies stack more rigs, cash is king.

    Doesn't matter how old the age of the rig to drill oil is. If they aren't even breakeven on drilling oil those with the most cash with be safest.
    Jan 8, 2015. 12:18 PM | 5 Likes Like |Link to Comment
  • Commodities Today: Potential Pitfalls For Investors In The Oil Patch [View article]
    Personally, i think if you find the safest balance sheet oil producers who are best suited to withstand a prolonged period of lower price oil, you will do well.

    It will be messy but those that do emerge on the other side will be stronger as weaker competition will have been weeded out.

    The current scenario could provide for many mergers and acquisitions too.
    Jan 7, 2015. 01:13 PM | 3 Likes Like |Link to Comment
  • Grandma Got Run Over By A Dividend Portfolio [View article]
    Not quite sure how this article was approved. Doesn't make much sense and doesn't seem to offer anything of any value.
    Dec 29, 2014. 06:37 PM | 9 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    Anyone know the % of sales of Harvoni that went to Express Scripts before they dropped it?
    Dec 23, 2014. 02:13 PM | Likes Like |Link to Comment
  • AbbVie HCV competitors getting slapped in early trading [View news story]
    Anyone have any idea what % of sovaldi sales Gilead had to Express Scripts before ES dropped them?
    Dec 23, 2014. 01:53 PM | Likes Like |Link to Comment
  • Transocean LTD; Where's The Margin Of Safety? [View article]
    Bulldog67-

    No, i said that because the CEO has bought $200k worth of shares he sees the current prices reflect a situation worse than what the company is in. The CEO has the best knowledge of the health and affairs of their company.

    I wouldn't think he would care about a "bottom" as apart from this being almost impossible to consistently correctly predict, he won't be buying with the view to selling next week.
    Dec 21, 2014. 03:37 PM | Likes Like |Link to Comment
  • Transocean LTD; Where's The Margin Of Safety? [View article]
    They are not supposed to know where the bottom is. What they are supposed to know is the health of their own company. Share prices do not always reflect the health of their company.
    Dec 18, 2014. 08:45 AM | 2 Likes Like |Link to Comment
  • Transocean LTD; Where's The Margin Of Safety? [View article]
    RIG CEO has purchased $200k worth of shares at $20/share.
    He has the best insight into the company so the bottom may be around these levels.
    Dec 17, 2014. 11:30 AM | 6 Likes Like |Link to Comment
  • Why You Should Not Sell Your Oil Stocks At A Loss [View article]
    you say that but oil was over $100 a couple months ago....and what has really changed since then??
    Dec 15, 2014. 02:35 PM | 2 Likes Like |Link to Comment
  • Energy rally fails as crude dips below $60 [View news story]
    XOM does refining and lower oil price increases their margins for refining. thats why they aren't hit as bad as say oil service companies.
    Dec 11, 2014. 05:47 PM | Likes Like |Link to Comment
COMMENTS STATS
656 Comments
1,634 Likes