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dr_randevil

dr_randevil
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  • 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
  • Have One Dreamer Stock In Your Portfolio - Cramer's Mad Money (4/13/15) [View article]
    Qualcomm and Apple, maybe I'm missing something about that...
    Apr 14, 2015. 10:48 AM | Likes Like |Link to Comment
  • Study finds rising radon levels in Pennsylvania homes amid fracking surge [View news story]
    radon mitigation is decently cheap.
    Apr 14, 2015. 12:43 AM | Likes Like |Link to Comment
  • Whiting Petroleum downgraded to Hold from Buy at Canaccord [View news story]
    if oil prices fall below $60/bbl.... I hope this is a reference to strip prices out a couple of years.
    Apr 12, 2015. 10:36 AM | Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    poor Fadel Gheit...
    Apr 11, 2015. 10:03 AM | 2 Likes Like |Link to Comment
  • FireEye up 2.6% ahead of reported 60 Minutes appearance (updated) [View news story]
    I hope their flooring performs better than the last featured company.
    Apr 11, 2015. 10:00 AM | Likes Like |Link to Comment
  • We've Soured On Chevron's Dividend... Sorry [View article]
    RDS. the company built on promises. maybe we'll see that growth we've been forecasted to get every year for the last decade, but something always comes up...
    Apr 4, 2015. 09:33 AM | Likes Like |Link to Comment
  • Apache reports strong drilling results in Egypt's Western Desert [View news story]
    put that in the Permian and you've got a pxd + cxo value for APA's acreage.
    Mar 31, 2015. 10:33 PM | Likes Like |Link to Comment
  • Apple Watch: What Are The Margins? [View article]
    my unthought out opinion is that edition gross margins are much higher, 75-80% and watch sport is more like an iPod GM 20-25%.
    Mar 31, 2015. 10:31 PM | Likes Like |Link to Comment
  • FT: Oil majors over a barrel due to falling reserves [View news story]
    production sharing contracts will add reserves once lower prices cycle through, most barrels to recover costs. so that's something.
    Mar 31, 2015. 10:28 PM | Likes Like |Link to Comment
COMMENTS STATS
95 Comments
51 Likes