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  • Forget Biased Analysts, Diabetics Love MannKind's Afrezza [View article]
    Why at this point would any analyst even consider a downgrade? The product has just been launched and not even marketed.From all indications the buzz factor has been real positive.Hang in here MNKD could have a real game changer on its hands.If your long don't listen to the static and watch the real numbers,this may get real interesting
    Mar 3, 2015. 11:04 AM | 6 Likes Like |Link to Comment
  • Transocean beats by $0.18, beats on revenue [View news story]
    Black Rock adds substantial position.Ichan holds,I know being humble is not in fashion on SA but I think these people know a lot more than me.
    Feb 26, 2015. 08:36 AM | 1 Like Like |Link to Comment
  • Transocean Downgrade Incites Investors Into Mini Panic [View article]
    This would have been a great call in August 2014 But I'm not sure what the relevance is now.
    Feb 23, 2015. 12:02 PM | 4 Likes Like |Link to Comment
  • Is $6 Possible For Transocean Shares? [View article]
    Tesla may go to 4 as soon as the majors enter the market in a big way.Apple may go to 10 as technology changes.Lets start dealing with reality instead of scare tactics that rely on maybes and might bes.
    Feb 20, 2015. 12:04 PM | 5 Likes Like |Link to Comment
  • Transocean Announces A 80% Reduced Dividend In 2015, And CEO Steve Newman Is Stepping Down [View article]
    Brent crude has already rebounded from 45 to 62,the Middle East is again in chaos and North American wells are shutting down at a faster pace than anyone expected.This reduction makes sense,A SDRL suspension would have created a feeling that the drop in oil will be per enact when the market is already signaling it won't.
    Feb 16, 2015. 01:29 PM | 2 Likes Like |Link to Comment
  • JPMorgan fund manager sees value in beaten-down ConocoPhillips [View news story]
    Correction low in the mid 40s
    Feb 13, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • JPMorgan fund manager sees value in beaten-down ConocoPhillips [View news story]
    Now that Brent has already passed 60 from a low in the mid teens I can't seem to find those doom and gloom era that said it was going to 20
    Feb 13, 2015. 11:44 AM | 2 Likes Like |Link to Comment
  • McDermott International - Significant Cash Burn Is Manageable [View article]
    if you have the guts MDR could be a home run.If you don't I suggest taking your wife's advice and going to the kids ballet recital this weekend.
    Feb 9, 2015. 12:57 PM | 5 Likes Like |Link to Comment
  • Update: Transocean Reports Only 2 New Wells In January Fleet Status Update [View article]
    Sometimes we have entirely too much information.Splitting hairs about 1 months performance and extrapolating into something.The reality is all of these exploration stocks began to crater in September with the price of crude.and they will move in either direction with that price.At this stage it is entirely premature to be trying to call who the survivors will be or who the beneficiaries will be.We want everything instant today and unfortunately it doesn't always work that way.
    Jan 21, 2015. 08:30 AM | 14 Likes Like |Link to Comment
  • Transocean Ltd. - Complete Fleet Analysis As Of Jan. 16 And Commentary [View article]
    Anything energy related seems to be forming a bottom including the Brent an wit markets. It's almost surprising how fast the rig count has fallen,but what is it they say about the solution to lower prices being lower prices.
    Jan 16, 2015. 02:09 PM | 4 Likes Like |Link to Comment
  • Freeport-McMoRan Dives On Weak Commodity Prices: More Pain To Come [View article]
    The self serving move into oil exploration has bit this company badly.However the oil market should recover once the market starts trading on the fundamentals of the marketplace and not on self serving calls about how low the price of oil will go.It seems like the oil market has reacted a little extremely to the 2percent drop in demand we have seen in the last 6 months and the supply numbers that aren't much different than they were 6 months ago.
    Jan 14, 2015. 08:19 AM | 2 Likes Like |Link to Comment
  • ConocoPhillips: How Risky Is The Dividend? [View article]
    Some day the oil market will trade on real numbers that show demand is down around 2 percent since last summer and supply is about the same.I think it's about time that the blather and all the talking stop and when that happens the market will start reflecting reality.
    Jan 12, 2015. 08:18 PM | Likes Like |Link to Comment
  • Transocean's Dividend Will Not Be Suspended In Q1 2015 [View article]
    Contrary to all of the blather that has been floated around about the price of oil sooner rather than later the market will trade on a new concept called reality. The so called cause of the 50 percent rout in oil has been a perceived drop in demand.The reality is that demand has declined 2 percent since 115 dollar a barrel in June.Supply based on the weekly draw down numbers including today's 3.1 million inventory drawdown isn't significantly higher either.Markets act strange sometimes but get ready for a rally in oil that will bring back balance and a degree of reality.
    Jan 7, 2015. 09:01 PM | 1 Like Like |Link to Comment
  • Transocean: Drill For Profits Elsewhere [View article]
    Oil inventories draw down 1.9 million barrels and the market trades down on some jibberish about demand in China.The oil market will rebound in 2015 and hopefully some degree of sanity will return.
    Jan 1, 2015. 07:05 PM | 4 Likes Like |Link to Comment
  • ConocoPhillips: An Anti-Cyclical, Long-Term Bet On Recovering Oil Prices? [View article]
    What small to medium single basin independents are we talking about here any examples?
    Dec 29, 2014. 04:23 PM | Likes Like |Link to Comment