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kherman

kherman
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  • SandRidge Energy: An Interesting, Yet Risky, Contrarian Play On Rebounding Oil Prices [View article]
    Prem doubled up. I doubled up at $1.15 and did LEAPS.
    Feb 18, 2015. 08:56 AM | Likes Like |Link to Comment
  • SandRidge Sees Prem Watsa Double Down And Leon Cooperman Sell Away [View article]
    You mean misunderstood.

    Bbry is turning around. You need to educate yourself on what they do. Hint: it's not all smartphones.

    Regarding SD, oil has to go back up or every oil company will fold. Oil will be back over $80 within 2 years. Probably less. The prices are being caused by Saudi Arabia.
    Feb 17, 2015. 03:43 PM | 1 Like Like |Link to Comment
  • A Covenant Trip Is Coming And SandRidge Knows It [View article]
    What really maters is what happens at the OPEC meeting on June 5.

    This is basically Saudi Arabia (who can be profitable at $35/barrel) being pissed at the other OPEC countries for lieing about production. OPEC on average is profitable at $55/ barrel.

    And rest of world is something like $75 or $85 per barrel.

    So, anyone that thinks oil will be anywhere near $50 in 2 years is crazy. This is unsustainable. Oil is going back north of $80 and it will not take 2 years. It won't even take one.

    And of course, my point to all this is that the crystal ball for future output by SD or any other shale producer is 100% opaque on the left side (near term) and crystal clear on the right side (2 years from now). The transition from opaque to clear is the unknown.
    Feb 10, 2015. 09:22 PM | Likes Like |Link to Comment
  • BlackBerry Will Lose Enterprise To Windows [View article]
    IOS and Android have a duopoly in enterprise?

    When did they start doing MDM? Does the author even know what enterprise refers to? If anyone has a duopoly it is Microsoft and Oracle.
    Jan 18, 2015. 07:57 PM | Likes Like |Link to Comment
  • BlackBerry In Terminal Decline [View article]
    LOL. Love seeing the comments that sound like they are from the same person but somehow on different account names.

    Sound like is in regards to tone and length and all are even one paragraph. Shockingly, all make it sound like the author is correct. Bizarre!
    Jan 12, 2015. 02:49 PM | 2 Likes Like |Link to Comment
  • BlackBerry In Terminal Decline [View article]
    . "I thought, wouldn’t it be great if we could exploit what we know and then skip a generation and go ahead of our competitors and become more relevant," Chen said, describing Sybase’s venture into mobile
    Jan 12, 2015. 02:43 PM | 3 Likes Like |Link to Comment
  • BlackBerry In Terminal Decline [View article]
    And the 33% that buy phones as work devicws?
    Jan 12, 2015. 02:40 PM | Likes Like |Link to Comment
  • BlackBerry In Terminal Decline [View article]
    He also missed Chen stating that the classic was designed around enterprise demands. Not what my teenage daughter is told to think is good.
    Jan 12, 2015. 02:37 PM | 13 Likes Like |Link to Comment
  • BlackBerry In Terminal Decline [View article]
    Oh brother, the author doesn't even realize that qnx is doing the infotainment GUIs.
    Jan 12, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • SandRidge: Playing The Endgame With A Hedged Position [View article]
    Prem Watsa will provide convertible debt to SD if it needs cash. This is what he did with bbry. The worse case scenario is shareholder dilution. So, he'll collect a near double digit yield till oil prices go back up and eventually dollar cost average his basis way down. The way he makes money is not how we make money but knowing how he makes money is to our advantage.
    Jan 6, 2015. 02:39 PM | 1 Like Like |Link to Comment
  • Convertible Bonds Water Down BlackBerry Turnaround Efforts [View article]
    Oh brother.

    If bonds are converted, bbry as a company is in better shape financially. Nice title as it is a completely incorrect statement.

    Ya, I'm a mom and pop investor and I have assumed dilution since the bonds came to be. And I still think $15+ is going to happen this year.
    Jan 5, 2015. 12:30 AM | 2 Likes Like |Link to Comment
  • BlackBerry Q3'15 Review: Cryin' The Blues [View article]
    Up 6% on this article?!
    Dec 22, 2014. 02:37 PM | 19 Likes Like |Link to Comment
  • BlackBerry Q3'15 Review: Cryin' The Blues [View article]
    Funny how Chen said a good chunk of their new BES business is from companies leaving mobile iron and airwatch.
    Dec 22, 2014. 02:36 PM | 18 Likes Like |Link to Comment
  • BlackBerry Q3'15 Review: Cryin' The Blues [View article]
    Sent is pertinent for consumers. Bbry targets corporate IT mostly.
    Dec 22, 2014. 02:34 PM | 1 Like Like |Link to Comment
  • Blackphone Takes Aim At BlackBerry [View article]

    Blackphone rooted in just five minutes at DEF CON. NSA-proof?

    Hilarious. Ya..... real secure.
    No one has ever rooted any blackberry.
    Dec 17, 2014. 11:38 PM | 11 Likes Like |Link to Comment
COMMENTS STATS
809 Comments
1,490 Likes