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scott1979283

scott1979283
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  • Diamond Offshore: Complete Fleet Status As Of January 15 And Commentary [View article]
    I want to throw out a huge flyer which will never happen, but fun to speculate anyway...look at sdrl and imagine they did a merger of equals, and l assumes sdrl debt...interesting to think like that...
    Jan 27, 2015. 04:16 AM | Likes Like |Link to Comment
  • Diamond Offshore: Complete Fleet Status As Of January 15 And Commentary [View article]
    There is no reason why this company should be trading north of $20 given the price of oil and their assets..IMO
    Jan 27, 2015. 04:15 AM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Apache Corp. [View article]
    Apa has some good assets, they just need to not keep changing their mind every year...into LNG, out of it, increasing international exposure, out of it...but overall they need to improve production numbers,...it will go back up in the next few years once oil catches a bid
    Jan 23, 2015. 06:02 PM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Apache Corp. [View article]
    Tech55 I would prefer them to merge with oxy or apc over eog,
    Jan 23, 2015. 06:00 PM | Likes Like |Link to Comment
  • Energy Stocks: The Opportune Time Is When Both A And B Occur [View article]
    Xom cvx, no way these are going to drop...you are crazy...these companies are stronger than any government in the world
    Jan 7, 2015. 07:07 PM | 8 Likes Like |Link to Comment
  • Ubiquiti Networks: Take Advantage Of A Pullback To Buy At An Attractive Entry Point [View article]
    They are trading at forward p/e of something like 12... For a company growing as fast as they were before, this is an unspeakably low valuation... There is definitely a lull in their business growth..
    Jan 2, 2015. 01:15 AM | Likes Like |Link to Comment
  • Ubiquiti Networks: Take Advantage Of A Pullback To Buy At An Attractive Entry Point [View article]
    Buying back stock won't stabilize the price...only thing that will stabilize price is revenue growth... Remember, competition is there and won't end anytime soon...our goal is to become like Apple of wireless products...it will take a long time...we need to be patient and know that mr pera is smart and knows what he is doing...need to hire better and inventory management should be #1 priority...
    Jan 2, 2015. 12:31 AM | Likes Like |Link to Comment
  • Ubiquiti Networks: Take Advantage Of A Pullback To Buy At An Attractive Entry Point [View article]
    Adding revenue growth and products is best use of capital until they can take out more of the competition. I would like to see them bankrupt rkus over next 3-5 years... Profit margin is indeed incredible, but the technology is constantly changing and they need to stay ahead of everyone, pick off talent, and growth into new markets...I wouldn't buy back a single share before they have 1b a quarter revenue in next 5 years
    Dec 31, 2014. 11:46 PM | 1 Like Like |Link to Comment
  • Taking A Closer Look At Seadrill's Debt [View article]
    So you would sell at a 70-90% loss from when you bought. Most people would just hold on for higher prices. I remember lvs in worst part went from 150$ a share to 1.50 then went back to 85$ a share. Anything is possible, and they have the best rigs in the industry but the industry is severely over leveraged. Sdrl is extremely over leveraged.
    Dec 29, 2014. 12:42 AM | Likes Like |Link to Comment
  • Taking A Closer Look At Seadrill's Debt [View article]
    Epsilone6.... I am willing to wait for much cheaper prices even in case I miss the bottom. I would go all in at $3-4 dollars per share, given that oil could be down for quiet a while.
    Dec 27, 2014. 11:22 PM | Likes Like |Link to Comment
  • Taking A Closer Look At Seadrill's Debt [View article]
    Epsilone6, are you invested in sdrl? Any particular price you would be a buyer?
    Dec 27, 2014. 11:21 PM | Likes Like |Link to Comment
  • Taking A Closer Look At Seadrill's Debt [View article]
    Thanks for the article..sdrl's stock depends on contracts. as oil price recovers stock should gain strength. if price falls to 30-40$ which I don't think will happen, this company will fall a lot more. I think this company remains in turmoil until we get a clearer picture of prices in near to long term. I like that the CEO has bought shares down here. To me that is the only positive for this company at this moment until prices go back up to $75..
    Dec 27, 2014. 06:18 PM | Likes Like |Link to Comment
  • Ubiquiti Networks: Catching A Falling Knife [View article]
    Wake me up when it returns to $50 a share, IMO it should be there today....totally misunderstood company...
    Dec 25, 2014. 03:04 AM | Likes Like |Link to Comment
  • The Big Challenge For Seadrill In 2015 [View article]
    This might fall more when rig comes and cuts dividend to peanuts or nothing, just realize that you need to wait it out if it falls more, but I personally would be scared to think this is the bottom and go all here. My all in would be like $4-6 a share if it ever got there.
    Dec 24, 2014. 01:56 AM | Likes Like |Link to Comment
  • The Big Challenge For Seadrill In 2015 [View article]
    I would be a buyer here if I knew for certain oil had reached its low last week. I am long apa. In the meantime we must ask each other not about the past but the future. When we would step in and buy more. I was in lvs when it bottomed in 2009. Sold out, and missed the ride from 3$ to 80. This can be similar run, but it foolhardy to think it won't fall further. Market likes to take these companies out to woodshed and shoot them. Just be careful. I might buy if it falls a lot further. If it has bottomed then good luck with your shares. A lot of hedge funds are buying huge put positions in this stock to drag it down.
    Dec 24, 2014. 01:49 AM | Likes Like |Link to Comment
COMMENTS STATS
190 Comments
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