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  • Gilead Is A Cash Generation Monster [View article]
    As a side note;............. I saw my first Harvoni commercial on national TV yesterday. Interesting !
    Apr 22, 2015. 02:19 AM | 1 Like Like |Link to Comment
  • Gilead Is A Cash Generation Monster [View article]
    Thursday April 30th AH (after hours). Friday's trading (May 1) will reflect the results of the Earnings Announcement.
    Apr 22, 2015. 02:16 AM | 1 Like Like |Link to Comment
  • AT&T: I'll Buy 10 Out Of 10 Times At This Price [View article]
    @ Teach > Full Position = Sole investment ? Not diversified ?
    Apr 19, 2015. 03:05 PM | Likes Like |Link to Comment
  • Entergy: Under-Appreciated Utility With Yield And Growth Potential [View article]
    @HW > Both DUK and ETR are excellent LT investments with dependable returns (dividends). I would NOT sell DUK to buy ETR at this point. DUK has had some 'setbacks' lately (Dan River ash spill, Wilmington ground water issue) which is being reflected in their lower stock price. I personally have been invested in both for many years (30+), as well as SO, with dividend re-investments. Some of the best LT investments a person can make IMO.
    Freedom Bravo
    Apr 19, 2015. 02:46 PM | 1 Like Like |Link to Comment
  • AT&T: The Die Has Been Cast [View article]
    @ orangutan > Enjoy your undeserved freedom, what's left of it.
    Freedom Bravo
    Apr 15, 2015. 09:39 PM | 3 Likes Like |Link to Comment
  • AT&T: The Die Has Been Cast [View article]
    Hoo-Ahh !
    Freedom Bravo
    Apr 15, 2015. 06:17 PM | 6 Likes Like |Link to Comment
  • CBI sinks as Scana cites rising cost, construction delays on new reactors [View news story]
    @Dukebailey> Thanks for your clarification. I was not aware that the NRC had 'mandated' any actual engineering design change(s) that has resulted in the delays and additional costs. Since there are 10+ years from the initial concept (load forecasting) of a new nuclear facility until the commercial operation, numerous obstacles/changes will occur, some of which were anticipated when original costs and schedules were 'estimated' by all parties. Let the litigations, mediations and escalations begin.
    Mar 16, 2015. 06:52 PM | Likes Like |Link to Comment
  • CBI sinks as Scana cites rising cost, construction delays on new reactors [View news story]
    @Dukebailey>"Airplane Shield" (even before 9/11), terrorist attacks as well as 'acts of nature' (tornadoes, hurricanes, floods, earthquakes) and redundant systems have always been in the initial design criteria for US Nuclear Facilities. Why would a 'utility' change the design requirements ? Perhaps you intended to say a NRC's imposed required safety design change(s), if so, I am not aware of any such recent NRC ruling.

    Having been directly involved with design changes at a Nuclear Facility under construction, as the result of the Three Mile Island Nuclear Facility (TMI#2) 'accident' in 1979 (GPU), I am aware of the necessity of these delays. Could you expand on your meaning of "customer changes" ?
    Mar 14, 2015. 12:41 AM | Likes Like |Link to Comment
  • Nasdaq Dividend Achievers: Southern Company [View article]
    Are the delay(s) and resulting cost over-runs the fault, or expense, of SO ? Are not the Construction Contractor (CBI) and the Engineering/Design/Vendor (Westinghouse) financially responsible ? The "costs overruns" attributable to SO should only be for the 'loss' of potential generating capacity due to the extended completion schedule(s). This is the 'Norm' for utilities to insure adherence to the contract(s)' timely delivery(s) to meet the expected demand of electricity.

    Fredom Bravo
    Mar 13, 2015. 11:50 PM | Likes Like |Link to Comment
  • CBI sinks as Scana cites rising cost, construction delays on new reactors [View news story]
    Why is this not a surprise ? Just following the same delays and cost overruns as Southern Company's project (Vogtle). Same construction contractor (CBI) and same Engineering, Design and Vendor (Westinghouse). Interesting to see who will pay, or penalized, for the delays and associated extra costs. SO & SCG are not 'penalized' except for delay of generation schedule(s) for which CBI and/or W will be held contractually responsible.

    Freedom Bravo
    Mar 13, 2015. 04:23 PM | 1 Like Like |Link to Comment
  • The Offshore Market And How To Make Your Seadrill Position Pay [View article]
    @rkelly351 > Third quarter of 2014

    Freedom Bravo
    Feb 7, 2015. 11:29 PM | Likes Like |Link to Comment
  • Use AT&T To Build Income [View article]
    Just how confident should we be on the 'pending' acquisition of DTV and Lusacell ?
    You speak as though they have already been approved and acomplished. Did I miss the announcement ? ?

    Freedom Bravo
    Dec 15, 2014. 01:25 PM | Likes Like |Link to Comment
  • Seadrill Limited: Complete Fleet Status And Third Quarter Results Analysis [View article]
    @M$M > Integral or Differential Calculus ? Statistical Analysis ? You're as big a joker as your 'handle' ! LMAO

    Freedom Bravo
    Nov 29, 2014. 04:32 PM | 1 Like Like |Link to Comment
  • Seadrill: Why I Don't Care About Mr. Market's Knee-Jerk Reaction [View article]
    @Ernie & freed0m > Respect and agree with your comments to some degree, however, SDRL's share buy-back 'intent' will be at the absolute bargain basement prices and could possibly have been (at least some of) SDRL's (inept?) management and BOD's objective in suspending the dividends, and as stated, to include a more manageable debt reduction. Sound decisions IMO. Meanwhile, SDRL is still in business and producing; al beit, at somewhat reducing income/profit in the near term. As with all businesses faced with profit losses, SDRL is also looking at reducing current overhead and operating costs, which should be obvious for survival.
    The demand for oil continues, and escalates, as I previously stated, and the major suppliers who depend so heavily on their primary (or only) source of economic stability (ie: Iran, Saudis, Liberia, Iraq, Russia) will attempt to reduce production to drive up the cost. Within a few months or quarters, (I predict) the price of oil will begin to slowly rebound, whether as the result of demand, politics, greed or economic necessity. The price recovery will not be as sudden as the reduction. OPEC has minimum influence as recently demonstrated, unless they have covertly influenced the price reduction assisting in the potential indirect sanctions (Russia & Iran).
    In reference to 'over supply of rigs', yes indeed, this has been my concern for over a year as I read about the numerous new builds. I can only agree with some of the commutators that many existing older rigs will be 'stacked' and replaced. This will create some major $ loses for most companies. However, as I have read and researched, SDRL has the most modern (efficient, safe) designs available. A considerable number are still in the final construction mode and may extend some of the delivery dates. Others have short lived contracts and some completed new builds are awaiting contracts. This will obviously have a direct negative impact on reduced day rates in addition to oil prices, through negotiations. Again, the supply and demand issue of oil and rigs appears bleak at this juncture.

    Just my personal thoughts while trying to look at the forest in lieu of the trees.

    Luck to all............Freedom Bravo
    Nov 28, 2014. 03:31 AM | Likes Like |Link to Comment
  • Seadrill: Why I Don't Care About Mr. Market's Knee-Jerk Reaction [View article]
    Having read most of the articles and K's of pro and con comments over the last 3+ months with reference to SDRL (offshore drilling), debt, management, market share price, dividend (and/or lack thereof), the price of oil, drill rigs quantities and ages, contracts, sanctions (NADL), etc., I feel that I must add a little different twist: CAUSE AND AFFECT

    US Economy - Improving

    Stock Market - Dow Jones and S&P 500 at historical highs, however, oil prices continue to decline to 5 year lows.

    Demand - I have not seen any reliable figures, but IMHO I cannot help but believe that demand continues to increase, and exponentially, due to the cheaper costs. Conservation is of lesser importance, and waste is increasing. This applies to individuals (internationally), but especially by industrial, manufacturing, agricultural, etc. Everything is directly or indirectly dependent on oil and it's price.

    Supply - Who opened the spigot beginning in August ? Saudi Arabia, Iran, Liberia, US hydraulic fracturing (fracking), increased world wide E&P in-general have all caused an 'over supply'.

    Political - Is it possible that US, Kuwait, EU and other 'Free World countries 'in-concert' have intentionally driven the price down by flooding the market as an indirect sanction on Russia (Ukraine invasion) ? EU and China are highly dependent on Russia for their oil. Oil production and export has a direct and severe impact on the Russian economy.
    Iran (nuclear proliferation) continues to postpone any agreement while developing more nuclear capabilities. Cheaper oil prices severely impacts their economy, too.

    Seadrill - Unfortunately, SDRL was caught with their pants down, and more so than others in the energy sector, due to their aggressiveness/debt management.
    The suspension of the dividends, IMO will last for 1-2 quarters and then will be reinstated @50% ($0.50/qtr/sh). I have admired their management after what they did in December 2012 (or 2011?) by paying the then current and following quarter's dividend 3 months early, convincing me that they are indeed a stockholder friendly company. The management did what they had to do, but better days are ahead, and the stockholders will be rewarded as before.

    Long SDRL (and adding), ESV, RIG

    Freedom Bravo

    Nov 27, 2014. 10:06 PM | 1 Like Like |Link to Comment