Seeking Alpha


Send Message
View as an RSS Feed
View Truthiness' Comments BY TICKER:
Latest  |  Highest rated
  • These Oil Companies Will Suffer The Most [View article]
    According to Google Finance, for the first 9 months of 2014
    KWKA CASH FROM OPERATING ACTIVITIES was $-4.98 M; and their CAP EX was $-111.44 M USD.

    It seems to me that they spent a lot to not make anything.
    Jan 12, 2015. 11:28 AM | Likes Like |Link to Comment
  • Understanding The Oil Price War [View article]
    I think the author missed a huge point.

    Poll after poll demonstrated that the American people and the Obama Administration aren't interested in continuing to be involved in events in the Middle East. Saudi Arabia, whose government's continued existence RELIES on US power -- does not want the US to leave the Middle East. The best way to keep the US involved is to keep them DEPENDENT on cheap oil. THe only place that exists is from the Middle East. Destroying the US domestic shale industry will keep the US dependent on Middle East oil for decades to come.
    Dec 23, 2014. 12:36 PM | 5 Likes Like |Link to Comment
  • Update: Seadrill's Partner Rosneft Will Postpone Drilling Of Several Arctic Projects [View article]
    It seems to me that Rosneft is in a mucher BETTER position under these conditions.

    Oil trades in USD, yet Rosneft pays most its bills in Rubles.

    So with the steep decline of the Ruble to the Dollar, Rosneft prospers.
    Dec 23, 2014. 08:33 AM | Likes Like |Link to Comment
  • Seadrill Limited: Complete Fleet Status And Third Quarter Results Analysis [View article]
    Remember for every share sold by someone that thinks its rotten, there is a buyer that thinks its golden
    Nov 28, 2014. 10:26 AM | 3 Likes Like |Link to Comment
  • The Ticking Time Bomb Under The World Economy [View article]
    The people don't care & the oligarchs like money printing.

    What more can one say....
    Jan 3, 2014. 10:49 AM | Likes Like |Link to Comment
  • The Chinese steel sector seems to be recovering, with prices for 63.5% iron ore fines to Qingdao hitting $117 a metric ton, up 29% from a multi-year low on Sept. 7. In mid-September, 29 vessels were chartered to transport iron ore to China, the largest weekly volume since late March. The trends come after the government OKs major infrastructure projects. Stocks that could benefit include BHP, [RIO, VALE, CLF. (previous[View news story]
    Watch BDI
    Oct 15, 2012. 11:14 AM | 1 Like Like |Link to Comment
  • The Supreme Court healthcare opinion: The individual mandate survives as a tax. You can read the full opinion here.  [View news story]
    Well, now you will have healthcare.
    Jun 28, 2012. 10:49 AM | 6 Likes Like |Link to Comment
  • Cheap Natural Gas Provides Domestic Comparative Advantage For U.S. Production [View article]
    Problem is, cheap nat gas not sustainable.

    For most shale gas plays, break even costs is $6 per mmbtu
    Feb 27, 2012. 09:39 AM | 2 Likes Like |Link to Comment
  • Natural Gas Continues Its Epic Fall [View article]
    The gas companies are so profitable, they are cutting back drilling 70%.
    Jan 24, 2012. 05:38 PM | Likes Like |Link to Comment
  • Natural Gas Continues Its Epic Fall [View article]
    You a gas storage tank in your backyard.
    Jan 21, 2012. 12:22 AM | Likes Like |Link to Comment
  • Debt Downgrade Drama: You Ain't Seen Nothin' Yet [View article]
    Apparently George is NOT a student of history.

    China has been the world's dominant economy for 18 of the last 20 centuries. What we are seeing is simply a statistical reversion to the norm.
    Jul 31, 2011. 10:51 AM | 1 Like Like |Link to Comment
  • Middle East Crisis: Positioning for the Unthinkable in Commodity Prices [View article]
    Converting 40% of our national corn crop to ethanol has consequences.
    Feb 18, 2011. 03:26 PM | 17 Likes Like |Link to Comment
  • Exelon: Powerful Yield and Earnings Growth [View article]
    The author forgot to mention that EXC nuclear generating capacity is old & needs to be replaced; at a cost of about 5x its market cap
    Feb 18, 2011. 03:17 PM | Likes Like |Link to Comment
  • Housing and the End of Upward Mobility in the U.S. [View article]
    Perhaps the theory of upward mobility was false.

    It was based on the premise that energy & natural resources would always be cheap & plentiful. Last time I checked, they are neither.

    Suburbia is turning out to be the biggest wase of resources in the history of mankind. The sooner Americans figure this out, the better off we will be.

    You cannot have a economy based on the Seinfeld Principle. Economies must ultimately make things & sell to others to be successful. We must have an educated workforce that knows how to problem solve and make things.
    Apr 18, 2010. 11:25 AM | 2 Likes Like |Link to Comment
  • Will Tax Rate Cuts Completely Pay for Themselves With Increased Revenue? [View article]
    Where were you when Bush was cutting revenue and increasing spending on two wars?
    Apr 18, 2010. 11:15 AM | 3 Likes Like |Link to Comment