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scott1979283

scott1979283
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  • Seadrill: Bad News From Brazil [View article]
    I believe this will be a very good buy, but I can't guess as to whether the time is now or in 6 months or more....I think it is a pretty good entry point here...but it will be depend on how the price of oil does in the coming year..if it slowly recovers then the stock will do the same and go quickly up to the 20s esp with no dividend to pay and just to pay off debt...hope this is the last of contract cancellations..
    Feb 16, 2015. 05:07 PM | Likes Like |Link to Comment
  • Buy Ubiquiti Networks - Offers 50% Upside With Highly Limited Downside [View article]
    They can buy back half the float before people send this stock up if they wanted to...that is the way to keep beating on earnings. Just buy back a million shares a quarter...
    Feb 16, 2015. 01:26 AM | 2 Likes Like |Link to Comment
  • Tekmira: Bad Idea Genes [View article]
    I am as much of a tkmr bull as anyone, but you have to admit the valuation is a little stretched since we don't have much data at all here..
    Feb 2, 2015. 07:57 PM | 2 Likes Like |Link to Comment
  • 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 | 1 Like 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 | 2 Likes 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
COMMENTS STATS
193 Comments
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