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jackmaster20

jackmaster20
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  • North Atlantic Drilling's (NADL) CEO Alf Ragnar Lovdal on Q3 2014 Results - Earnings Call Transcript [View article]
    From these NADL mgmt comments, the mgmt doesn't seem very optimistic
    on any new work for Venture or Navigator in 2015......no real concrete ideas
    or optimism on new work since the Rosneft deal is on hold until further notice.
    Looks to be the justification for the suspension of the dividend ......

    Q4 should be good, but all of 2015 is anyone's guess ....!
    Mgmt really is going to wait on the Rosneft contracts (Putin's defiance)
    NADL 2015 appears to be a "write off"

    Clearly JF is running this show.
    Nov 27, 2014. 06:19 PM | Likes Like |Link to Comment
  • North Atlantic Drilling: Buying Where There's Blood [View article]
    CaptainAmerica

    OPEC just said they would not cut their production & so did Russia....
    Brent is going lower, maybe much lower...?

    NADL and all other energy services stocks are doing to be driven lower
    over the next few trading sessions.

    I would NOT be tempted until next week, at the earliest, to buy NADL
    Nov 27, 2014. 01:03 PM | Likes Like |Link to Comment
  • The TJX Companies: Mixed Q3 Earnings Has Sent Shares Lower, Is Now The Time To Consider? [View article]
    Everything you state runs counter to ROST operating & financial
    performance which has been transferred to the ROST stock
    price alpha......maybe the hedge funds see a great business
    and now its the small retail investors jumping in now...???

    BTW, then who owns TJX .......?? Someone different than ROST....??
    Nov 25, 2014. 01:17 PM | Likes Like |Link to Comment
  • North Atlantic Drilling: Buying Where There's Blood [View article]
    Fred

    Interesting bearish comments on the HE sector......

    My one question to you...are the HE drilling rigs you list a higher spec
    newer generation assets....like the Cat D rigs that are arriving in 2015
    and beyond.

    Thank you
    Nov 24, 2014. 05:33 PM | Likes Like |Link to Comment
  • North Atlantic Drilling: Buying Where There's Blood [View article]
    STS66

    Excellent, concise post by you.
    Nov 24, 2014. 05:30 PM | Likes Like |Link to Comment
  • North Atlantic Drilling: Buying Where There's Blood [View article]
    Thank you for your reply.

    I should say I am not expecting any new clarity or affirmation of positive
    business expectations from Wednesday's Conference Call....but any
    positive news would be welcomed and improve the price action.
    Nov 24, 2014. 05:28 PM | Likes Like |Link to Comment
  • North Atlantic Drilling: Buying Where There's Blood [View article]
    RS ..

    IMHO its gotta be a larger number production cut.
    500K barrels a day will have zero impact on the global markets.

    Also I kinda think Venezuela is one of the countries least able to
    go along with a quota cut ........I feel SA are simply protecting
    or trying to gain market share. Not so sure they care that much
    about geopolitical "contests" between their customers.

    Thanks
    Nov 23, 2014. 01:44 PM | Likes Like |Link to Comment
  • North Atlantic Drilling: Buying Where There's Blood [View article]
    Deb

    Do you actually feel that the upcoming earnings report will have an
    impact upon the NADL share price.....IMO, I think the Q3 numbers
    are pretty much 'baked into the cake" based upon the easy visibility
    of the contract profile in 2014.

    Just asking yours and others opinion of this issue.......
    Nov 23, 2014. 01:38 PM | Likes Like |Link to Comment
  • North Atlantic Drilling: Buying Where There's Blood [View article]
    IMKUL

    What is the purpose of calling another fellow poster "a fool".....?
    Nov 23, 2014. 01:31 PM | Likes Like |Link to Comment
  • Is Schlumberger Stock Worth Considering Right Now? [View article]
    I agree
    SLB under $ 93 gets me more interested.......

    Although spot Brent was higher on Nov 21, I am not so sure
    that crude has reached its nadir. If crude goes lower, so will
    SLB stock price, over the next several weeks......?
    Nov 22, 2014. 01:34 PM | Likes Like |Link to Comment
  • Is Schlumberger Stock Worth Considering Right Now? [View article]
    author

    Why do you use WTI instead of Brent as the crude metric when analyzing the
    world's largest energy services firm...?
    Nov 22, 2014. 01:29 PM | Likes Like |Link to Comment
  • The TJX Companies: Mixed Q3 Earnings Has Sent Shares Lower, Is Now The Time To Consider? [View article]
    H1969

    I would have to respectfully disagree

    Myerowitz has over expanded with too much exposure in the slowing
    EU market. Soft-goods retailing is a very competitive business. I don't
    know why the CEO, who has been great for some time, decided TJX
    Europe could match the USA performance...... instead she should have
    reinvested more cap-ex into the on-line business.

    ROST now is best of bleed in the discounted clothing retail sector, IMO.
    Better revenue growth & better margin growth. Will be interesting to see
    if ROST makes the same mistakes as Myerowitz and invests outside of
    her core market complacency.

    Long TJX, missed ROST early last week. Maybe I get another chance
    if gasoline reverses higher in the coming months...?
    Nov 22, 2014. 01:20 PM | Likes Like |Link to Comment
  • Ross Stores' Shares Soar Following Its Q3 Earnings Beat, Should You Consider Buying Now? [View article]
    Can you tell me what % of ROST revenues are from overseas.......
    Nov 22, 2014. 01:07 PM | Likes Like |Link to Comment
  • Time To Buy More Pacific Drilling [View article]
    b3

    Howard Marks has many 'memos' available for download at the
    Oaktree Capital website. He also published a book that has been
    revised in 2013. The book is called, "The Most Important Thing, Illuminated" Its available on Amazon and a lot of libraries have
    it as well.

    Oaktree Capital is a premier distressed debt investor.
    Howard Marks built the Citi junk bond department in 1978.
    He also worked at TCW for many years and founded his own
    firm, Oaktree Capital about 10-15 years ago. From what I can
    see, he was/is a mentor to Jeffrey Gundlach, Marks invested
    seed capital in Doubleline in 2009. Not a bad investment.

    Marks is very well respected and his words on risk are valuable
    to any investor, IMO.
    Nov 22, 2014. 10:35 AM | Likes Like |Link to Comment
  • Time To Buy More Pacific Drilling [View article]
    MJT

    take my advice & read Howard Marks. It helped me understand
    what investment risk really is .......sorry if I hurt your feelings.
    Nov 22, 2014. 10:20 AM | Likes Like |Link to Comment
COMMENTS STATS
694 Comments
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