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dr_randevil

dr_randevil
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  • Goldman updates list of hedge funds most-shorted stocks [View news story]
    PXD could be interesting...
    May 22, 2015. 02:32 AM | Likes Like |Link to Comment
  • Oasis Petroleum: Success Of High-Intensity Completions Drives Cash Flow Neutrality At Lower Oil Prices [View article]
    unfortunately the industry had a too good of a run with oil prices being high so the 2.0x debt/ebitda becomes 4x debt/ebitda during stressed periods. got too comfortable with oil not being volatile.
    May 20, 2015. 11:59 AM | 2 Likes Like |Link to Comment
  • Whiting Petroleum Corporation's Proved Reserves PV-10 Should Drop By At Least 35% [View article]
    don't consider costs changing... don't consider prices changing.... those things never move....
    May 20, 2015. 11:51 AM | Likes Like |Link to Comment
  • WPX Energy says it plans to add additional rigs in North Dakota at $65 oil [View news story]
    most people forget to think about sustained $65 oil is not just touch it and go.
    May 15, 2015. 02:15 PM | 1 Like Like |Link to Comment
  • Citi's five favorite big oil stocks: TOT, COP, VLO, MPC, PSX [View news story]
    $20 oil?
    May 15, 2015. 01:55 AM | Likes Like |Link to Comment
  • It Still Seems Wrong To Own Transocean Right Now [View article]
    only buy when things are comfortable and everyone agrees with you.
    May 15, 2015. 01:53 AM | 11 Likes Like |Link to Comment
  • North Dakota posts surprising jump in March oil output [View news story]
    production tax related completion delays in February were completed in March.
    May 14, 2015. 12:31 AM | 2 Likes Like |Link to Comment
  • 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 | 1 Like 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
COMMENTS STATS
116 Comments
90 Likes