Seeking Alpha


Send Message
View as an RSS Feed
View rheimerl's Comments BY TICKER:
Latest  |  Highest rated
  • Is Seadrill Partners LLC's Dividend Next? [View article]
    good article! sdlp is the safer play right now as time is on its side!..they have a few years of relative safety to see how this shakes out...but you are correct to mention that if sdrl starts dumping rigs with short duration contracts on the mlp this could be very bad...but sdrl itself owns a big % of sdlp.....
    Dec 2, 2014. 11:09 AM | Likes Like |Link to Comment
  • Seadrill: My Takeways From The Dividend Suspension And New Contracts [View article]
    if you are still interested in this company swap into sdlp...they sshould have a couple years to weather the storm and distribution should stay intact
    Dec 2, 2014. 08:27 AM | Likes Like |Link to Comment
  • Ferro: High-yield energy credit crisis may be coming at worst possible time [View news story]
    so all energy companies are 0% hedged?...not saying that a few e&p companies are feeling the pain but id say its a bit early to call in anyones demise
    Dec 2, 2014. 08:19 AM | 1 Like Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    im gonna let the dust settle and buy some sdrl b4 the end of the year! patient !
    Nov 26, 2014. 11:10 PM | Likes Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    saw at least a 50% divy cut coming... but would be much happier if they would have just said that they were gonna focus on paying debt down...forget buyback...luckily sdrl is about a tenth of 1% of my investments.... if one wanted to play this i would sell my sdrl and buy sdlp... they have about 2 years b4 any contracts come off and are still paying .55 ish a quarter
    Nov 26, 2014. 11:18 AM | 1 Like Like |Link to Comment
  • SDRL - Seadrill Limited Announces Third Quarter 2014 Results [View article]
    prudent move by sdrl... once the divy players panic and sell and the dust settles in the next quarter or two a buying opp might present itself to make some real money on this
    Nov 26, 2014. 07:12 AM | Likes Like |Link to Comment
  • Seadrill's Likely Dividend Cut: Morgan Stanley Agrees With Me [View article]
    i think the divy suspension is the prudent action.... will be a negative in the short term as the divy players panic sell... the opportunity to buy might be right around the corner
    Nov 26, 2014. 07:02 AM | Likes Like |Link to Comment
  • Mario Gabelli - Not So Hot 2014 Picks, Or At Least Not Yet [View article]
    you still have to do your own dd
    Nov 23, 2014. 08:42 AM | Likes Like |Link to Comment
  • Kinder Morgan begins test drilling on Burnaby Mountain [View news story]
    the enviro crowd would rather see train derailments with oil leaking everywhere
    Nov 23, 2014. 08:41 AM | 13 Likes Like |Link to Comment
  • Mario Gabelli - Not So Hot 2014 Picks, Or At Least Not Yet [View article]
    i follow his picks very close... he does a nice job most of the time but you have to be very patient... long chmt
    Nov 22, 2014. 11:28 AM | Likes Like |Link to Comment
  • Cliffs Natural bounces, but Wells Fargo sees tough times continuing [View news story]
    dont even own clf but wells seems to weigh in on clf's every 24 hours!
    Nov 21, 2014. 12:19 PM | 1 Like Like |Link to Comment
  • Fifth Street Finance's Upcoming Fiscal Q4 2014 Net Asset Value Projection [View article]
    thank you for the update on fsc!... dont understand why people would sell this in the 8's
    Nov 21, 2014. 07:03 AM | 7 Likes Like |Link to Comment
  • Halliburton goes hostile on Baker Hughes [View news story]
    im buying hp!
    Nov 15, 2014. 08:02 AM | 1 Like Like |Link to Comment
  • Continental CEO's ex-wife to appeal $1B divorce settlement [View news story]
    my wife might be happy with 10k
    Nov 13, 2014. 06:46 PM | 2 Likes Like |Link to Comment
  • Coal-burning utilities predict blackouts from Obama climate pact [View news story]
    i hope you get blacked out
    Nov 13, 2014. 03:43 PM | 8 Likes Like |Link to Comment