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dr_randevil

dr_randevil
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  • Microsoft: This 13% Celebration Might Be Premature [View article]
    I'm in Apple just for iPod sales, much like MSFT biggest driver is Surface biz.
    May 11, 2015. 09:31 PM | 2 Likes Like |Link to Comment
  • Reuters: EU asking Qualcomm's rivals about business practices [View news story]
    poor Europe.
    May 10, 2015. 11:44 PM | 2 Likes Like |Link to Comment
  • Sell Chesapeake Energy Stock After Its First-Quarter Loss [View article]
    meh.
    May 7, 2015. 08:59 AM | 4 Likes Like |Link to Comment
  • Left-leaning party sweeps to power in Canada‚Äôs oil-rich Alberta [View news story]
    I hate jobs and love increases in taxes. ;) I know where I can move now.
    May 6, 2015. 08:50 AM | 12 Likes Like |Link to Comment
  • EOG Resources - Remains Pricey In Relation To Potential Earnings As Growth Remains Capital Intensive [View article]
    had double digit returns on capital employed last year at 92 wti and 4.26 natural gas. much different from today's environment. hard to believe that 65 and 3.50 cut it. I hope they are being real about returns focused spending.
    May 6, 2015. 08:47 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
139 Comments
119 Likes