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dr_randevil

dr_randevil
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  • Delay seen in oil price recovery, as increasingly the rock is the storage [View news story]
    I like how spending 30% of the capex on a well makes it "free" to turn on when price improves a couple of bucks. the other 70% of spend and pad drilling timing don't matter.....?
    Mar 7, 2015. 04:45 AM | 3 Likes Like |Link to Comment
  • Reuters: Sell-side sours on energy stocks more than any sector [View news story]
    I'm waiting for my invitation to the oil bottom party. According to many, you must wait for this event before you invest a single penny.
    Jan 6, 2015. 09:17 PM | 3 Likes Like |Link to Comment
  • Whiting Petroleum -19% as financing deals dampen takeover speculation [View news story]
    you know they bought KOG with shares right? closed in Q4.
    Mar 24, 2015. 09:29 AM | 2 Likes Like |Link to Comment
  • Report: Statoil eyeing EOG Resources for megadeal [View news story]
    no pressure on EOG to sell in low price environment...
    Mar 16, 2015. 10:31 PM | 2 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
  • Apple HDTV Reaffirms Tech Innovator's Role as a Platform Company [View article]
    Where's my Apple SUV??? I want to live in an Apple condo! They do everything right!
    Apr 14, 2011. 11:50 AM | 2 Likes Like |Link to Comment
  • Nokia: Likely to Lose Smartphone Wars [View article]
    wow, finally an analyst who refuses to look @ any country other than the US. Those other countries just aren't worth think about. Buy AAPL @ whatever price, always 30% upside! Go USA only!!!!
    Sep 28, 2010. 12:19 AM | 2 Likes Like |Link to Comment
  • Is the Bearishness in RIM Overdone? [View article]
    here's the issue that I think is important, but never talked about by US oriented analysts: a lot of the growth in the smartphone market will occur in not North America or Western Europe, you know, where the other 5 bln plus people live. And they have a much different buying method, often unsubsidized and prepaid. Prepaid lets Blackberry messenger become really important for users, who don't want to pay for text messages. BB also reduces data comsumption with web browsing. The second point is that with the unsubsidized devices, price points have to come down, you think the iPhone has any interest in charging less? Android makers may decide to cut prices, but if you look at someone like HTC, operating margins are maybe 20% for smartphones selling into markets where I think we can agree can afford to spend extra money on things like smartphones. Do you think just Moore's law can let prices fall enough to be competitive in the emerging markets? Without killing margins? Maybe so, I don't know, but I do know Moore's law at least lets RIM's hardware cost do the same as an Android's phone. So, all that said, I think in a worst case scenario, RIM still does pretty well over the next 5 years, at least as randomly well as Android does.
    Sep 19, 2010. 11:24 PM | 2 Likes Like |Link to Comment
  • BP Is Only Slightly Undervalued Even Under the Most Glorious Scenario [View article]
    Just curious on why you need 10% discount rate for your FCF analysis? For me, it seems like you are double counting the impact of Gulf related spending not being shareholder FCF by lowering the FCF/share and raising the discount rate. Also, not to be super picky, but with 3% 10 year US govt. bonds, don't you think 7% risk premium is too high?
    Jul 18, 2010. 04:33 AM | 2 Likes Like |Link to Comment
  • Why People Invest in Stocks [View article]
    I can't remember the person who famously says this, but it goes something along the lines of you make 90% of your money in downturns, you just don't know it at the time. I think Felix should clarify his feelings about investing in stocks down to this: Humans are emotional and therefore can't be trusted to do the right utility maximizing things at the right time. The evidence that people put money into the stock market when it's going up and there is little volatility is true, but it's because most people are momentum followers because of the all sorts of cognitive biases. The second point, people get scared when things get volatile so they don't put money in. Again fear and cognitive biases interfere with proper action. It's not that people shouldn't invest in stocks, it's that people should use professionals or even consistent dollar cost averaging to help them get over their fears.
    May 19, 2010. 04:13 PM | 2 Likes Like |Link to Comment
  • Whiting Petroleum -19% as financing deals dampen takeover speculation [View news story]
    poor reasoning on the call though. so sad. thought better of them.
    Mar 24, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • What Now, Whiting Petroleum? [View article]
    $55 is the new "forever" oil price, just like $95 was the old "forever" oil price. <sarcasm> I'm sure US production will grow the same at $55 as it did at $95...
    Mar 19, 2015. 11:11 AM | 1 Like Like |Link to Comment
  • Kinder Morgan sells first euro bonds [View news story]
    hedge for the transatlantic pipeline TBA.
    Mar 10, 2015. 12:24 AM | 1 Like Like |Link to Comment
  • Apple aftershocks: Maybe it's Toyota that should be worried? [View news story]
    life changing!!! I'm tired of a 1970s driving experience!!
    Feb 14, 2015. 09:27 PM | 1 Like Like |Link to Comment
  • Continental Resources CEO Hamm's "naked" gamble not paying off so far [View news story]
    that's pretty long term focused for the wall street journal...
    Dec 10, 2014. 12:46 AM | 1 Like Like |Link to Comment
COMMENTS STATS
78 Comments
40 Likes