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  • Maintaining My Positive View On Ensco [View article]
    Dude - give it up all the polishing in the world wont gussy up this turd.
    Mar 3, 2015. 04:03 PM | 1 Like Like |Link to Comment
  • Intel Overshadowed By Samsung At Mobile World Congress [View article]
    Bryan K just fine in my book for INTC. You got an R&D centric company and you have to play the cards you are dealt. I think he has done a fine job expediting some product road maps that needed a push and maybe squeezed out a few that missed the mark. I do not want to debate how far behind INTC is - just because of my own ignorance, but I do think that under Bryan INTC has done a much better job of identifying the opportunities, get alignment, and marching toward those opportunities. Unfortunately, INTC is still like a battleship - takes along time to turn around - but when it gets there, and you look down the barrels of those guns - can be a little bit of shock and awe for the competitors. Will stay long INTC
    Mar 3, 2015. 02:04 PM | 4 Likes Like |Link to Comment
  • Why Ensco's 10% Dividend Is Built To Last [View article]
    Yeah author looks like a flaming idiot now.
    Mar 2, 2015. 04:51 PM | 2 Likes Like |Link to Comment
  • Evaluating Ensco's Dividend Cut [View article]
    Citing the write off of Goodwill means absolutely bupkus. The fact is this company is in dire straits for cash or is schtupping the shareholders. I guess the answer is all of the above.
    Mar 2, 2015. 04:46 PM | 1 Like Like |Link to Comment
  • 10 Stocks Building Future Yield With Increased Dividends [View article]
    I am very confused by WMT as well - maybe they will come out and give some clarification. I wrote off last year's low divvy bump to the capital needed for the neighborhood Wal Mart roll out - this year I am stumped. Think I will stay long though - last man standing IMHO.
    Feb 22, 2015. 12:45 PM | Likes Like |Link to Comment
  • Intel: Don't Be Too Cautious [View article]
    I think he was being sarcastic.
    Feb 19, 2015. 06:54 AM | Likes Like |Link to Comment
  • Why Ensco's 10% Dividend Is Built To Last [View article]
    So you are saying they will pay the $.75 divvy in March?
    Feb 17, 2015. 08:43 PM | Likes Like |Link to Comment
  • Reaffirm Buy Rating For Ensco From Credit Perspective [View article]
    So you think they keep that divvy gravy train coming at $.75 in March? Color me worried.
    Feb 17, 2015. 06:14 PM | 2 Likes Like |Link to Comment
  • Can Intel Succeed In Tablets? [View article]
    Russ -
    With the cash you throw around - you bring your cajones to SA in a dumptruck.
    Feb 17, 2015. 06:07 PM | Likes Like |Link to Comment
  • Intel: Don't Be Too Cautious [View article]
    When Bill Maurer is bearish on Intel I buy, when he is optimistic - I'm selling. Gotta run
    Feb 17, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • Can Intel Succeed In Tablets? [View article]
    I have been quite happy with the leadership team since they made the change to Brian. Seems he deserves a little love.
    Feb 15, 2015. 10:54 AM | 8 Likes Like |Link to Comment
  • Seadrill: Value Play Or Value Trap? Trading Cheap, But No Moat [View article]
    Let me share my personal pain. My advice is not to go into this niche in the oil industry. They generally do not have integration/diversific... to help them offset oil drops. Oil goes down and you lose big. If you believe oil is cheap - take your risk in a company like XOM,CVX, or COP. They are fine companies that suffer when oil is low. When they come back - they come back like a charging bull. These guys - just give you more risk with less reward. My biggest mistake over the last 5 years was entering this space due to divvy greed. Don't repeat my mistake.
    Feb 9, 2015. 05:55 PM | 26 Likes Like |Link to Comment
  • About Chevron's Dividend [View article]
    I am so unworried about CVX - I will check back on it in 10 years to see if these fears were justified.
    Feb 6, 2015. 04:53 PM | 2 Likes Like |Link to Comment
  • Intel: Reported Mobile Losses (Economically) Overstated By $1.2 - $1.5 Billion [View article]
    If you believe that INTC is "over penalizing" its growth segment, its challenge, I got ocean-front property in Kansas to sell ya.
    Nov 24, 2014. 08:27 PM | Likes Like |Link to Comment
  • Get Paid To Wait: How BP's Yield Makes Up For Uncertainty [View article]
    It does seem odd that a government would fine a company into bankruptcy after the damage has been "fixed" - but hey its a brave new world.
    Nov 12, 2014. 12:01 AM | 1 Like Like |Link to Comment