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Origa

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  • Whiting Petroleum - Reasons To Be Cautious [View article]
    The outlook for Oil, is, more companies are cutting production, and this company is also considering asset sale.

    When you read the transcript q4 2014, the ceo is saying they will sell assest and I get the impresium, that they are going to sell everything else than their main site. The author does not mention it, and he also does not mention the company that handles debt, M&A, etc.

    The future for oil is that WTI may be increasing because many US drillers are cuting invesment in exploration and closing/merging drill site to cut cost and reduce production.

    The outlook for Oil production cut, is, it will take time to stop the growth rate, reduce the oil storage, and hoping that opec not will increase production.

    WLL added 3 Billion dollar of additional longterm debt, and they had a whopping 1,2 Billion dollar of expenses in the quarter, an increase of 440 million dollar from the previous quarter, and yet they managed a full year of just 65 million dollar in profit, a decrease from last year by 301 million dollars.

    All in all, WLL should not have bought the kodiak company, and the ceo of this company should retire.

    For the investor, next week, stay away from buying, but, short it as this is going to be a solid red stock. You can then think, ahh, the stock can get to cheap in some future time, but no, there is to much debt and a CEO that will sell asset, but to what end?

    The ceo, should retire and a focused management team should take over and start reducing the debt with every single dollar they can get there hand on.

    They cannot transfer the debt to europe as the dollar gets stronger toward the euro, and that will increase the total debt, but, reduce the interest rate.
    Feb 28, 2015. 08:45 AM | Likes Like |Link to Comment
  • Whiting Petroleum misses by $0.05, misses on revenue [View news story]
    I interpret this as a result of declining Oil prices, WTI is Down more than 50% but wll declined 4,4% so it is not as bad as it seems to.
    Feb 26, 2015. 10:07 AM | Likes Like |Link to Comment
  • Why The Danish Krone Is Falling [View article]
    Oh no, that policy will not be dropped.
    Jan 23, 2015. 12:49 PM | Likes Like |Link to Comment
  • Why Whiting USA Trust I's 110% Yield Is Too Good To Be True [View article]
    You should get out of both trusts, and then Buy WLL.
    
    WLL is in a perfect storm, it just acquired 2 Billion dollar debt, and needs to sell in this lower market and when there is less debt WLL stock will rise again above 33$.

    I believe WLL will sell both trust, because WLL is way above its borrowing limits.
    Dec 29, 2014. 11:27 AM | 1 Like Like |Link to Comment
  • What Is Whiting USA Trust II's Breakeven? [View article]
    Let us actually wait 3 months, and then another 3 months before saying Oil, WTI, is actually 42$.

    WHZ Sells oil, and calculate the cumulative Price for 3 months, and let us wait and see if WTI continue to increase.
    Dec 18, 2014. 10:11 AM | 2 Likes Like |Link to Comment
  • France credit rating cut at Fitch [View news story]
    There is no one who can bail out France.
    Dec 13, 2014. 02:24 PM | 1 Like Like |Link to Comment
  • Nokia's (NOK) CEO Rajeev Suri on Q2 2014 Results - Earnings Call Transcript [View article]
    A very nice read, indeed.
    Jul 25, 2014. 08:29 AM | Likes Like |Link to Comment
  • Goldman's Thursday: Sued by Libya; nearly topples Danish government [View news story]
    I the Danish news section, it is about the VETO right that GS would have in the board, and lets see how GS pulls this.

    Some believe in 2018, GS, Would veto the IPO and sell back the shares, and others believe that GS would get the IPO trough and make so many bad business decision that a hidden short would strongly benefit GS when the state-owned Dong shares collapses under "proven in court mismanagement".
    Jan 30, 2014. 02:59 PM | Likes Like |Link to Comment
  • MREITs digest Anworth's 33% dividend cut [View news story]
    It looks like the MREITs, are newer going to recover.

    It has been in red territory well above 5/6 of the time this quarter. But if you recalculate the drop, today's lower prices off set the decline.
    Dec 16, 2013. 03:58 PM | Likes Like |Link to Comment
  • Bells ringing on mortgage REITs? Goldman says Sell [View news story]
    My guess is that GS want to buy into the market as cheap as possible.
    Dec 5, 2013. 09:10 AM | 2 Likes Like |Link to Comment
  • American Capital Mortgage Investment Corp: Here's Why I'm Staying A Bit Bullish [View article]
    The rising rate are a problem for job Growth, and therefore a taper announcement should be issued to lower the interest rate and higher interest rates should be used to cool the economy if it gets to hot.

    It is foolish to cool off the economy in the US, you still have way to many people unemployed and under employed.
    Dec 4, 2013. 10:16 AM | Likes Like |Link to Comment
  • MBA Mortgage Application [View news story]
    The rising interest rate, will put an end to the job growth and uncertainty. The FED should stimulate the interest rate by providing a taper announcement and provide relief to further enhance the job growth.
    Dec 4, 2013. 10:05 AM | Likes Like |Link to Comment
  • The REIT Way To Become A Disciplined Dividend Investor [View article]
    I like BradĀ“s articles, and I hope that his monthly newsletter in December would include.

    How mreits increase their bookvalue?
    New FED chairman, what policy would benefit mreits?
    Management, bad and good Company decisions?

    Have a look on some of the stocks and what they need to do to increase book value and increase their worth.
    AGNC, ARR, MTGE, RSO, WMC, O, STAG
    Nov 11, 2013. 10:22 AM | Likes Like |Link to Comment
  • QE3 Update - The Real Estate Sinkhole Is Growing [View article]
    The FED awaits the new chair to actually take the seat and provide some kind of Picture of the future.

    Ben Bernankee, is only well aware off not providing any foresight just months before he is going to retire
    Nov 4, 2013. 10:17 AM | 1 Like Like |Link to Comment
  • Debt ceiling debate reportedly over [View news story]
    This entire debate about the debt ceiling/shutting the US government Down, has to create another political system.

    A system where the speaker cannot block legislation.
    A system where simple majority 50,01% for a political win
    End the filibustering.

    I just saw on CBS 60 minutes, that one of your states has lawyers getting people on pension without a proven track record of being ill or in the age of retirement.

    Your country is in a BIG need another political system, and do not bet on Washington changing itself.
    Oct 16, 2013. 11:56 AM | Likes Like |Link to Comment
COMMENTS STATS
549 Comments
684 Likes