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dr_randevil

dr_randevil
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  • Devon Energy misses Q1 numbers despite record oil production [View news story]
    that's an impressively low oil price received. wow.
    May 5, 2015. 10:43 PM | Likes Like |Link to Comment
  • Cisco Systems: Unloved, Underestimated And Very Undervalued [View article]
    unloved? at $15 yes. at $29 not as much.
    May 5, 2015. 05:57 PM | 1 Like Like |Link to Comment
  • SAP not considering Salesforce acquisition [View news story]
    poor Salesforce... I hope things work out for them and this whole thing doesn't turn out to be a rumor.
    May 3, 2015. 02:19 PM | 2 Likes Like |Link to Comment
  • Economics Of A Shale Well: Whiting Petroleum [View article]
    I use Capital IQ. but basically they are using Earnings before Tax taking out a normalized tax rate and dividing that by a proxy for capital employed LT Debt + Equity.
    May 1, 2015. 02:17 PM | Likes Like |Link to Comment
  • Cenovus posts Q1 loss, to add 100K bbl/day to oil sands production capacity [View news story]
    most traders don't read beyond headlines. will have to wait for the underlying good results to hit headlines.
    Apr 29, 2015. 11:42 PM | Likes Like |Link to Comment
  • How Much Is Yahoo Really Worth? [View article]
    taxes on Alibaba sale are always neglected. maybe putting it in a new wrapper will make the tax liability go away somehow.
    Apr 29, 2015. 11:40 PM | 1 Like Like |Link to Comment
  • Whiting's Q1 loss smaller than expected but revenues tumble 29% [View news story]
    was oil prices lower in the quarter? I never know with the shoddy coverage of that commodity.
    Apr 29, 2015. 11:34 PM | Likes Like |Link to Comment
  • Cenovus hires TD for sale of royalty lands in western Canada [View news story]
    the forgotten but pretty solid Canadian company.
    Apr 26, 2015. 02:05 PM | Likes Like |Link to Comment
  • Halliburton - These 2 Words Triggered A 42% Drop In EBITDA [View article]
    cyclicals need to have a rigid multiple range because they are stable earners like the name cyclicals imply. ;)
    Apr 26, 2015. 02:02 PM | Likes Like |Link to Comment
  • Economics Of A Shale Well: Whiting Petroleum [View article]
    I wish IRR would disappear from presentations, have to hit ROCE if you want to keep reinvesting and be a long term winner. EOG got above 10% ROCE returns with $92 oil and 4.21 natural gas, dramatically different set up for this year for everyone.
    Apr 25, 2015. 09:40 PM | Likes Like |Link to Comment
  • U.S. oil drilling faces slow recovery, Schlumberger CEO predicts [View news story]
    they are doing a good job or managing expectations lower. smart move for them.
    Apr 19, 2015. 12:00 PM | Likes Like |Link to Comment
  • These 2 Words Will Sink Halliburton On Monday [View article]
    I sure hope HAL is aware that there is a slowdown in North America. its been a shock to me, hardly been in the news it seems like.
    Apr 19, 2015. 11:57 AM | 5 Likes Like |Link to Comment
  • Avoid Schlumberger Into Earnings [View article]
    Investing is hard, 17 P/E or not.
    Apr 17, 2015. 11:33 AM | Likes Like |Link to Comment
  • Goldman serves up 19 best stocks to short [View news story]
    mutual funds do a good job at picking shorts? I will have to look at up....
    Apr 15, 2015. 12:32 AM | 2 Likes Like |Link to Comment
  • Shell cut to Hold from Buy at Jefferies; BG deal "constrains financial flexibility" [View news story]
    The flexibility to do a deal such as they one they are doing, but not this one, since Street analysts no so much more about the business and timing than actual participants.
    Apr 14, 2015. 11:54 AM | Likes Like |Link to Comment
COMMENTS STATS
119 Comments
91 Likes