Seeking Alpha

jackmaster20

jackmaster20
Send Message
View as an RSS Feed
View jackmaster20's Comments BY TICKER:
Latest  |  Highest rated
  • Time To Panic For Pacific Drilling? [View article]
    CVC research

    "After 2016" will be here tomorrow if zero new UDW drilling contracts
    are signed......
    Jun 29, 2015. 11:44 AM | 1 Like Like |Link to Comment
  • Time To Panic For Pacific Drilling? [View article]
    CVC Research

    How far into 2016 ......?

    New build payments and debt maturities are upcoming after 2016.

    thanks
    Jun 28, 2015. 03:10 PM | 1 Like Like |Link to Comment
  • Time To Panic For Pacific Drilling? [View article]
    alwayswright

    I am also long PACD & think Beckett missed the goal by 18 months.....

    I still think PACD is a strong technical driller that needs to find help
    over the next 3 years to stay intact as a 7th gen high spec operator.

    I plan to be loooooong here too...!!
    I am prepared for this story to stay ugly until mid/late 2017.

    I sometimes wish PACD could buy additional 7th generation drill-ship(s)
    for under $ 450 million, maybe in 2016....but I don't want to push
    our luck...!!!!
    Jun 26, 2015. 04:23 PM | Likes Like |Link to Comment
  • Pacific Drilling Is Substantially Undervalued And May Be Takeover Candidate [View article]
    PH

    Thanks for your continued writings on PACD .......

    As others here have stated, 2010-2013 data used as replacement costs
    makes a Q Ratio in June 2015 less valuable when considering a firm like PACD.

    I don't know if selling drill-ships really helps PACD out of its troubles it finds
    itself in now. I would say that the banks know that PACD has a very strong
    technical fleet and a strong leasing relationship with a major IOC.

    IMO PACD has to "hang on" until mid to late 2017, when I think it will sign its
    next drilling contract. Rather than sell drill-ships in 2015, that I think will be
    strong FCF generators in late 2017.....I would hope that PACD can find
    a deal with its creditors to extend its current debt maturities, modify its
    existing debt covenants or both.

    Would PE be interested in a share of the PACD for a 3 to 5 year bridge loan
    deal...? plus the loan income earned....?

    Selling drill-ships into this badly depressed market really solves none
    of PACD problems.

    Thanks again PH and others for the fine postings here...
    Jun 26, 2015. 04:05 PM | Likes Like |Link to Comment
  • Pacific Drilling: What Makes It The Perfect Takeover Target [View article]
    The SaratogaHawk is known for his insightful perspectives .....
    even during a moment of a trival mistake he shows his honesty
    and class in pointing out his own error for all to see.
    Hawk's comments are always worthwhile.
    His integrity validates his worth for all investors.
    Jun 18, 2015. 08:34 AM | 2 Likes Like |Link to Comment
  • Pacific Drilling: What Makes It The Perfect Takeover Target [View article]
    Saratoga

    IMO its less risky for NOC/IOCs to build on-shore fracking infrastructures
    than to bet $$$$ on off-shore whales

    roads, pipes, water, hotels & restaurants can set up at less cost.

    Fracking now seems prohibitive in regions on the globe, I agree, but
    in years/decades to come, on-shore E&P be be found everywhere,
    much like shallow off-shore has led to UDW and HE/arctic projects.

    Regards
    Jun 16, 2015. 08:59 AM | Likes Like |Link to Comment
  • Pacific Drilling: What Makes It The Perfect Takeover Target [View article]
    They two firms, often known as premier off-shore drilling concerns, are
    saddled with highly leveraged balance sheets as compared to other
    off-shore firms

    Good name recognition but in a weak market, they are now in vulnerable positions

    Thank you
    Jun 16, 2015. 08:52 AM | Likes Like |Link to Comment
  • Pacific Drilling: What Makes It The Perfect Takeover Target [View article]
    I would not consider RIG or SDRL top tier off-shore drilling firms

    I also see NOC/IOCs more likely to buy on-shore fracking firms
    before they would invest in off-shore deep/HE drilling firms.
    Jun 15, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • Shopping For Bargains With TJX Companies, Inc. - Dividend Stock Analysis [View article]
    nice timing as TJX surprised with its raise of its guidance has led to
    a nice pop in ROST today, that will be dwarfed by the huge ROST "pop"
    on Thursday …….

    my top picks in the retail sector:

    ROST
    TJX
    ULTA
    DLTR
    WSN
    May 19, 2015. 11:55 AM | Likes Like |Link to Comment
  • Shopping For Bargains With TJX Companies, Inc. - Dividend Stock Analysis [View article]
    TJX vs ROST

    This week both ROST and TJX release their quarterly earnings …….
    Other major discount firms have posted "somewhat weak" results thus far.

    IMO, ROST > TJX on metrics and stock pop, this week.
    May 18, 2015. 11:28 AM | Likes Like |Link to Comment
  • ARM Holdings Thrives Despite The Intel Onslaught [View article]
    jw

    Don't think for a minute that INTC has not spent many millions of dollars trying to develop a winning ultra low energy chip design and platform that would put all of the ARMH designs out of business.

    Its been in the news for years & now INTC has given up

    If INTC could have beaten the ARMH designs and become the smartphone
    industry standard, it would have been as large for INTC as owning the PC
    chip market……now INTC is a big player in data center chips and is a ultra
    high end foundry.

    Really like the fact that ARMH owns zero fab assets……..INTC is now fab
    asset heavy & low energy chip innovation light.
    Apr 23, 2015. 11:37 AM | Likes Like |Link to Comment
  • Energy Transfer Investor Day: What You Need To Know [View article]
    Thanks Ray for your prompt response

    ……I thought for some reason that ETE was not in the MLP configuration.
    I have all of my existing energy mLPs in my taxable accounts.
    EPD, NGLS, ETP, PAA, OKS & KMI is what I hold now.

    I was thinking ETE in and ETP out, but ETE has been on a recent run up.
    Maybe I have time to do my own DD as I wait for a ETE pullback…?

    RR was my "slang" for railroads stocks

    Regards, JM20
    Apr 15, 2015. 10:38 AM | 1 Like Like |Link to Comment
  • Energy Transfer Investor Day: What You Need To Know [View article]
    Ray…….

    Just some quick basic questions I thought you could help me with …..

    ETE does not issue 10-K schedules, correct…? Does this mean then that ETE
    income is taxed as regular income within a non-tax deferred account.

    Is it better to place ETE shares in an IRA…?

    Any help will help me jump-start my own DD on treating in my ETP for ETE.

    Regards, JM20

    BTW any new interest in the RRs now…?
    Apr 14, 2015. 09:46 PM | 1 Like Like |Link to Comment
  • Rosneft keeps options open for rig contract in Kara Sea [View news story]
    MrD

    IMO, SDRL knows the assets of NADL are better long term cash
    generators than almost any other off-shore drilling concern. No
    good reason to sell HE assets into today's weak market.

    SDRL is comfortable shouldering the NADL debt guarantees until
    both political and/or pricing issues abate.

    Maybe JF feels that Brent will recover at about the same time as
    USA led sanctions are repealed……..?
    Apr 14, 2015. 01:31 PM | Likes Like |Link to Comment
  • ARM Holdings Thrives Despite The Intel Onslaught [View article]
    EJL

    I have been reading that INTC "is just about ready to win against ARMH"
    for over 5 years now……maybe the main chip industry players don't
    really want to "hand over their markets" like the PC firms did in the 1990s.

    INTC must be materially better, not marginally better, than the current
    ARMH design technologies to gain share from ARMH.

    ARMH is responsive, ARMH works & ARMH specs continue to get better.
    Very difficult for INTC to break into this long term relationship based
    area.
    Apr 14, 2015. 10:35 AM | Likes Like |Link to Comment
COMMENTS STATS
778 Comments
323 Likes