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ted lujan

ted lujan
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  • Report: Mulally has new board position lined up [View news story]
    Allan should be made chairman of the board. After all he is the one responsible for saving the company from bankruptcy and its recent rejuvenation.
    Apr 23 10:53 AM | 2 Likes Like |Link to Comment
  • Is Ford A Buy Going Into Earnings? [View article]
    I have some cash on reserve specifically to buy Ford if a correction occurs after Ford earnings are released. I feel that the dividend is safe and a lower price will increase the yield slightly to ease the pain on the short term.
    Apr 23 10:44 AM | Likes Like |Link to Comment
  • Vantage Drilling: Modern Fleet May Produce Growth That Makes Debt Bearable [View article]
    Since a lot of investors seem to be concerned with VTG 's debt. I decided to checks some numbers to see if the concerns are valid . First on VGT; BV=597mil. Fleet value= 3.4 billion. pay off of debt= savings of 90mil per year. EBITDA 2009= 30.5 mil., EBITDA 2013= 363.5 mil. AT that rate they should raise. 2.18 billion by 2019 when the majority of their debt is due. The question I ask my self. Will they be in a position to roll over what ever debt is remaining? If I were a banker the answer is a resounding yes. At a lower rate than in the past. I also decided t compare VTG with SDRL since they have a very modern fleet of drill ships. First, price per share. SDRL=$33.00. VTG= $1.74. ROC; VTG=11%. SDRL=9%. Growth rate; SDRL=85% greater than peers; VTG 66% greater that peers. Whereas SDRL is without doubt a safer investment, VGT in my mind has a much great potential for capital appreciation . I personally have come to the conclusion that debt should not be that much of a concern when evaluating VTG.
    Apr 22 04:37 PM | 1 Like Like |Link to Comment
  • Vantage Drilling: Modern Fleet May Produce Growth That Makes Debt Bearable [View article]
    A great article. My charts indicate a break from its near term range today. If the trend continues tomorrow I will add to my current position. considering the price of Vantage I feel the risk reward ratio is in my favor.
    Apr 21 10:22 PM | Likes Like |Link to Comment
  • Report: Ford to name Fields as next CEO [View news story]
    Excellent news, the leadership at Ford will remain in good hands. Mark has an excellent Bio. He will lead Ford in becoming the biggest and best Auto company in the U.S.
    Apr 21 08:01 PM | 2 Likes Like |Link to Comment
  • Ford Vs. GM: Where The Real Difference Lies [View article]
    Chuck thanks for your article.
    Your presentation makes a very pervasive reason for considering trading Ford and General Motors. I prefer Ford over GM because it is on an upper trend in gaining market share and earnings are trending upwards. I am not convinced that GM's earnings will be increasing any time soon.
    Apr 21 07:47 PM | Likes Like |Link to Comment
  • Ford: 5 Reasons To Consider Buying [View article]
    Lincoln will give the Chinese Ford Auto buyers the means to up grade to a more luxurious model with out having to buy into a different brand. Only time will tell, the Ford brand is doing quite well, so there is no reason why the Lincoln will not do the same
    Apr 21 01:32 PM | Likes Like |Link to Comment
  • Ford to bring Lincoln brand to China [View news story]
    The new Lincoln seems to be doing quite well in the States. I see no reason why the brand will not do well in China. The Buick will not compare well against the new Lincoln. It is an old brand and the younger rich will try it if for no other reason that it is not their dad's choice of auto.
    Apr 17 10:41 AM | 2 Likes Like |Link to Comment
  • Kinross Gold: The Disappearing Reserves [View article]
    I liked Kinross until Putin became a factor. Since 25% of their earnings come from their Russian holdings it made me very nervous, so I sold Kinross and put that money into Alexco and Lake Shore Gold.
    I still like Kinross but I wil not invest in it until things settle down in Russia.
    Apr 16 09:32 PM | Likes Like |Link to Comment
  • Vantage Drilling: Why The Shorts In This $1 Stock Bargain Are Likely To Get Burned [View article]
    Some one is selling VTG at 1.70. The selling is controlled. and until the seller finishes, the stock is stuck in the 1.69 to 1.70 range. The selling may be Su related.
    Apr 16 01:09 PM | Likes Like |Link to Comment
  • Alberta considers emissions rules to win support for oil sector [View news story]
    Appears like you have Obama types in Canada. Really sad, but you get what you elect.
    Apr 16 12:10 PM | 2 Likes Like |Link to Comment
  • Why I Bought More Ford Yesterday [View article]
    Sour grapes make good vinegar. I will gladly compare my Fusion against European autos that sell for twice as much.
    Apr 16 10:30 AM | 2 Likes Like |Link to Comment
  • Ford Offers 33% Upside And Just Flashed The Buy Sign [View article]
    Ford placed ten winning vehicle's F-150 was the most popular.
    Chevy and Toyota placed seven each. This is great news. What more is there to say. "Built Ford Tough".
    Apr 16 10:17 AM | 6 Likes Like |Link to Comment
  • Ford boosts market share in Europe [View news story]
    Hey, where all the bad news bears? I picked up some shares this morning at the low. For today any way. I like reading some of the bad comments, Other wise I may get too Bullish on Ford.
    Apr 15 02:34 PM | 2 Likes Like |Link to Comment
  • Ford: A Second Half Story To Buy Now [View article]
    I like your scenario, I feel that it will be a likely happening. My thinking is they will beat estimated earnings and a sell down may occur, a stampede out of the stock seems a little extreme. To many active investors that like the stock long term; I included, that will be supporting the stock as a buying opportunity. 
    Apr 14 12:02 PM | Likes Like |Link to Comment