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dr_randevil

dr_randevil
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  • 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
  • I Want A Change In Leadership At Chesapeake Energy [View article]
    good point, I love your analysis.
    Apr 30, 2012. 10:10 AM | Likes Like |Link to Comment
  • Chesapeake's CEO Once Again Shows Poor Judgment [View article]
    I guess CHK gets to "cherry pick" along with Aubrey
    Apr 19, 2012. 10:56 AM | Likes Like |Link to Comment
  • All Things Digital asks where did the 9M cable subscribers go that responded to a Deloitte survey that they canceled their paid TV service if the pay-TV industry reports an almost unchanged level of subscribers? With another 11% in the survey tipping off that they're considering using online sources for TV - could it be that the phenomena of "cord-cutting" and "cord-nevers" is even larger than reported? CHTR, CMCSA, TWC, DTV, and DISH would like to know. [View news story]
    if espn is 6-10 bucks a month for all the varients and everyone who has cable/satellite has to take them, I wonder what the cost would be for the people that just wanted it.

    I also wonder about the retransmission payments that the broadcast companies are starting to get from all cable subscribers. I wonder how pleased they would be if they lost that stream of revenue from the over the air only people.

    A-la-carte is a tempting idea, I just don't know if the people who provide the programming want to go backwards or if they have the power to stop from going backwards on what they earn.
    Jan 5, 2012. 04:42 PM | 1 Like Like |Link to Comment
  • Adobe Has A Strategy That Seldom Works [View article]
    Boy, you told us. I will await the bankruptcy filings for Adobe soon!
    Nov 12, 2011. 01:32 PM | Likes Like |Link to Comment
  • Jim Cramer Has Reversed On Apple Because He Doesn't Understand It [View article]
    mmm... the benefits of momentum investing...
    Nov 12, 2011. 01:31 PM | Likes Like |Link to Comment
COMMENTS STATS
47 Comments
24 Likes