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dr_randevil

dr_randevil
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  • Newfield Exploration A Strong Buy For These Reasons [View article]
    Short term voting machine that the market is doesn't like the growth decline. Longer term the management team gets my kudos for investing in higher cash flow oil, despite having to fight against a production volume decline from not investing in gas at a price that affords little to no returns on capital. Seems so foolish for COG and RRC to be willing to part with their non renewable assets because they are lucky enough to have hedged at slightly better prices. Ask yourself this, in the rest to show production growth from very quickly declining shale, what are you going to end up with COG and RRC if they barely have the return of capital??
    Nov 18, 2012. 05:27 PM | Likes Like |Link to Comment
  • A German site has leaked pricing for the Windows 8 Pro versions of Microsoft Surface (MSFT). The 64GB Surface Pro will reportedly have a local cost of €809 ($1,027) after including VAT, and the 128GB a cost of €909 ($1,160). At those prices (well above Surface RT's), Surface Pro, which uses an Intel Core i5 CPU, is likely to be a niche product. Especially since many OEMs are releasing cheaper and thinner (albeit less powerful) Windows 8 Pro devices based on Intel's Clover Trail Atom CPU. [View news story]
    I'm waiting for Haswell in atom and core forms.
    Nov 7, 2012. 05:20 PM | Likes Like |Link to Comment
  • As weak U.S. gas prices drag down its earnings, Royal Dutch Shell (RDS.A +2.2%) plans to boost profits by converting natural gas into road fuels like diesel, which it can sell at much higher prices. Selina Williams says only Shell can leverage its position as the world’s top producer of gas-to-liquid fuels, which can fill the tank of any car, to tap profits in the U.S. fuel market. [View news story]
    finally! Thank you Shell.
    Nov 1, 2012. 03:33 PM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - I'm Starting To Believe In Walgreen (10/23/12) [View article]
    I like Cramer's interview with Aubrey McClenden. Cramer admitted he withdrew his support because CHK wasn't going up. What a joke. Same with most of the rest of the names above going forward.
    Oct 24, 2012. 01:16 PM | Likes Like |Link to Comment
  • The Real Natural Gas Production Decline [View article]
    please do!
    Sep 19, 2012. 03:08 PM | Likes Like |Link to Comment
  • Southwestern Energy: U.S. Gas Production To Stay High For The Next 12-18 Months [View article]
    good project IRRs and low returns on invested capital for the whole company. Managements need to focus on the big picture.
    Sep 7, 2012. 06:51 PM | Likes Like |Link to Comment
  • Things Might Not Be That Bad For Hewlett-Packard [View article]
    Contrarians don't always have the right answer, but my view is that at current prices there is a 100% probability of a FCF decline to 5 billion being priced in.
    Aug 23, 2012. 09:21 PM | Likes Like |Link to Comment
  • Buffett's Favorite Valuation Metric Goes Bullish [View article]
    I wonder what that chart would look like if you had instead of the S&P 500 the S&P 500 less the S&P 100.
    Jun 19, 2012. 11:30 AM | 1 Like Like |Link to Comment
  • A rise in natural gas fracking costs could crimp Halliburton (HAL -2.2%) shares, Susquehanna writes, as the firm chops its price target and earnings estimates for the next three years. While HAL has been able to pass through prior price inflation due to a red-hot pressure pumping market, the firm now sees a sequential decline by 500-550 bps in North American margins due to guar gum inflation.  [View news story]
    so HAL can never pass through increased Guar costs? Seems a little short sighted to me.
    Jun 8, 2012. 06:44 PM | Likes Like |Link to Comment
  • Transocean Has A Major Accounting Problem (And Many Others) [View article]
    The risk of an acquisition of a existing business is that you're paying for the cash flow, not necessarily for the book value of the assets. So you get to create an "asset" because you have to have A = L + OE. So really, goodwill lets you find out if managements are willing to pay over book value of assts for cash flow and then you get to decide if that makes sense for them to do. Did RIG make a mistake because they had to take a writedown? There definitely is some blame to their assessment of the condition of the rigs given the downtime they have taken since Macondo and the increased safety regulatory environment, but a non cash writedown to shareholders today only helps give insight into how management has thought in the past and whatever insight that can give investors about future management decisions.

    It's hard to keep a long term focus, but that's probably any investors real edge today.
    May 28, 2012. 04:34 PM | Likes Like |Link to Comment
  • Chesapeake And An 'I Told You So' Moment [View article]
    way to take the high road and let everyone who cares to click that you are right.
    May 26, 2012. 01:01 PM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Titan Is In-Your-Face Optimistic (5/23/12) [View article]
    he's swinging for the fences and you're hitting them where they ain't. good job.
    May 24, 2012. 11:42 AM | Likes Like |Link to Comment
  • Dell (DELL): FQ1 EPS of $0.43 misses by $0.03. Revenue of $14.42B (-4% Y/Y) misses by $490M. Expects FQ2 revenue of $14.7B-$15B, below $15.4B consensus. Shares -7.5% AH. (PR)  [View news story]
    you are welcome.
    May 23, 2012. 06:54 PM | Likes Like |Link to Comment
  • Dell (DELL): FQ1 EPS of $0.43 misses by $0.03. Revenue of $14.42B (-4% Y/Y) misses by $490M. Expects FQ2 revenue of $14.7B-$15B, below $15.4B consensus. Shares -7.5% AH. (PR)  [View news story]
    you're so smart
    May 22, 2012. 05:02 PM | 2 Likes Like |Link to Comment
  • I Want A Change In Leadership At Chesapeake Energy [View article]
    so you're the guy on the other side of my trades.
    May 1, 2012. 06:06 PM | Likes Like |Link to Comment
COMMENTS STATS
52 Comments
27 Likes