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kherman

kherman
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  • What To Do With Sandridge Energy [View article]
    It all depends on the strength of the US dollar.
    Jul 2, 2015. 10:47 AM | Likes Like |Link to Comment
  • What To Do With Sandridge Energy [View article]
    I thought that debt is convertible debt? They need to service the debt and then dilute shareholders later.
    Jul 2, 2015. 10:46 AM | Likes Like |Link to Comment
  • What To Do With Sandridge Energy [View article]
    If the technology works and applies to SD's wells it will help. Of course that's a HUGE unknown. Oil prices will not go up till the US dollar weakens. That's the big problem that SD has. If you don't understand this, then you don't understand how oil trades on the world market.
    Jul 2, 2015. 10:44 AM | Likes Like |Link to Comment
  • Oklahoma drilling regulator calls recent spike in quakes a "game changer" [View news story]
    Umm, no. They get filled with water.
    Jun 24, 2015. 08:28 PM | 2 Likes Like |Link to Comment
  • Oklahoma drilling regulator calls recent spike in quakes a "game changer" [View news story]
    magnitude 3.0? Ya, it can probably be attributed to more accurate measurement devices versus those 20 years ago.
    Jun 24, 2015. 08:27 PM | 6 Likes Like |Link to Comment
  • BlackBerry Has It Where It Counts [View article]
    Look at the slide show. BBRY had a long term plan for a turnaround when chen took over. Since then it is milestone after milestone hit by this proven turnaround CEO.

    The stock is going up. It's when, not if.

    And guess what. The loss of the consumer phone sales can go to 100% at this point. It doesn't matter.
    Jun 23, 2015. 12:58 PM | 7 Likes Like |Link to Comment
  • BlackBerry: Brace Yourself For Another Ugly Quarter [View article]
    Read the blackberry sites. It's coming and sooner than you think.
    Jun 22, 2015. 07:36 AM | 4 Likes Like |Link to Comment
  • SandRidge's planned $1B notes sale adds to debt concerns [View news story]
    A lot more than that but it will require a weakening us dollar.
    May 28, 2015. 09:28 PM | Likes Like |Link to Comment
  • NAVigating Through The B.S. At SandRidge Energy [View article]
    How did the Prem Watsa backstop factor into your thought process?
    May 22, 2015. 09:46 AM | Likes Like |Link to Comment
  • SandRidge Energy Ran Out Of Cash, Now What? [View article]
    Prem Watsa will supply a life line via convertible debt if they need it.

    The risk is shareholder dilution.
    May 11, 2015. 11:32 AM | 1 Like Like |Link to Comment
  • BlackBerry: They Still Don't Know You [View article]
    I personally can't wait for my next car that is in all likelihood going to have QNX running the infotainment. It is basically the BB10 experience.

    Sop have fun with that haters.
    Apr 9, 2015. 04:49 PM | 3 Likes Like |Link to Comment
  • BlackBerry: They Still Don't Know You [View article]
    Turnaround != sales.

    Turnaround == getting this thing to cash flow neutral and then up. Up already started by the way. The financials show that.
    Apr 9, 2015. 04:48 PM | 3 Likes Like |Link to Comment
  • BlackBerry: They Still Don't Know You [View article]
    Correction:

    2) Will it be growing or declining going forward?
    3) What if they simply stopped making hardware altogether? What is left and what does that mean?
    4) Is their future market share going to grow or decline?
    Apr 9, 2015. 04:47 PM | 2 Likes Like |Link to Comment
  • BlackBerry: They Still Don't Know You [View article]
    Do you know who John Chen is and what his track record is like? Ever read books on companies and how to run them? What examples of past turnarounds were and why?

    BBRY is making all the right moves. They will probably do well. Even if some of their decisions are wrong (apple watch *cough*)
    Apr 9, 2015. 04:44 PM | 7 Likes Like |Link to Comment
  • BlackBerry: They Still Don't Know You [View article]
    You work on wall street and this is how it works.

    You have 4 options/outcomes
    1) Tell your boss to buy APPL. APPL soars and you were right. And your bonus comes.
    2) Tell your boss to buy APPL. APPL tanks and you were wrong. But no one could have seen it happening along with all the other Wall Street cronies. And you probably get your bonus.
    3) Tell your boss to buy BBRY. BBRY soars and you were right. And your bonus comes.
    4) Tell your boss to buy BBRY. BRY tanks and you were wrong. This was a gamble in Wall Streets eyes and you were wrong. You are now fired.

    Get it?
    Apr 9, 2015. 04:42 PM | 9 Likes Like |Link to Comment
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