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embryorambo

embryorambo
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  • Exxon CEO sees low oil prices for next few years [View news story]
    After Tillerson pumped up the XTO acquisition I have little faith in his forecasts. XTO and last years oil route he didn't see coming. 2 pretty huge blunders of the last decade. He could've bought XTO for fraction of what he paid now. Truth is Oil is a big market with a lot of players, politics and unknowns. Take what these CEOs say with a big grain of salt
    Apr 21, 2015. 11:37 PM | 4 Likes Like |Link to Comment
  • The Search For Investment Serenity: The Look Back Test! [View article]
    Market seems to be pricing in future downside to iron ore which would further reduce the current value of vale. I agree i think the longer term picture will look better if only the big 3 can start to push some other players out of the market or make sure there is no more cap ex for a long time in Iron ore(after their expansion is done in a few years) You run these #'s at say 100 iron ore which certainly in a 5-10yr period could be back on the table and now your back to 19 which over a 300% return
    Apr 21, 2015. 11:32 PM | Likes Like |Link to Comment
  • Here's The One Way Tesla Can Survive [View article]
    You nailed it. Most people cannot in their minds silo a business and its stock price as a reflection of its future cash flows discounted back to today's dollars. The Price now assumes a very low probability event occurring. Tragically TSLA the stock has been easily gamed by the masters of wall street duping all kinds of dumb money into a stock based on misinformation, a story and lot of spin selling. Its genius really I just feel bad for the bag holders. Most likely mutual funds and retail.
    Apr 21, 2015. 12:02 AM | 2 Likes Like |Link to Comment
  • Vale: Short Interest Touching New Highs [View article]
    I liked NILSY better in the 14s then at 18. VALE better play at low 6's then NILSY at 18 in my opinion. That said NILSY l in the long term is my favorite in the space. Just not as much upside as VALE
    Apr 16, 2015. 11:41 PM | Likes Like |Link to Comment
  • Vale: Near-Term Prospects Remain Bleak [View article]
    PBR is cheap but far more corrupt and in the middle of a scandal. And their cost of production is higher far higher then most OPEC producers. I own PBR but not nearly as bullish as i am on VALE in the long term. As with all south american companies corruption and politics are major red flags that ultimately will lower the multiple these companies will trade at
    Mar 25, 2015. 11:49 AM | Likes Like |Link to Comment
  • Vale: Near-Term Prospects Remain Bleak [View article]
    Left i'm saying dollar forward i feel Vale is probably a better 10yr investment with dividends at 6.30 then SPY at 2100 priced in US Dollars.. Just a hunch here
    Mar 24, 2015. 06:10 PM | Likes Like |Link to Comment
  • Vale: Near-Term Prospects Remain Bleak [View article]
    Vladimir normally i like your articles. But this sounds like your saying heh the iron ore market is in the gutter with no sign of a turnaround. So instead of buying shares as 6.36 USD today, wait 2 years till 2017 and buy them at 14 once the market looks better and the shares have recovered because the future is looking brighter for Iron Ore.
    Mar 24, 2015. 12:41 PM | 2 Likes Like |Link to Comment
  • I Don't Think Russia Will Blow Up This Time Around [View article]
    I appreciate the boards thoughts concerning russia. But quite frankly the time to buy is now. If you were to wait for some of the smoke to clear then you along with everyone else that sees what you see-will not be able to buy at nearly the same price as you are able to now. With RSX 15.83 today and RSXJ around 20 you are paying sub 5 PE.on an INDEX mind you. Even if that were to contract short term... in the long term it will bounce back up and this to shall pass. The time to buy is right now, while everyone is running in every which direction trying to avoid the blood in the streets. Like buffet says, if you wait for spring the robins will have come out.
    Disclosure, LONG recently RSXJ, RSX, SBRCY, GZPFY, LUKOY, OGZPY, MBT, ROSYY, YNDX, TRF, SGTZY NILSY-
    Additional Disclosure-over the next 5yrs i expect this basket of stocks to absolutely smoke the performance of the S&P at 2040 US dollar adjusted
    Dec 17, 2014. 11:49 PM | Likes Like |Link to Comment
  • Penn West Should Cut Its Dividend; If It Does I Will Buy More [View article]
    At what price is PWE worth a buy? If the answer is nothing why are the bears wasting their time talking about this stock? why not spend time on another message board or talking about other names like your boys at baytex?
    Dec 16, 2014. 10:42 AM | 1 Like Like |Link to Comment
  • Report: Repsol finalizing €4B bid for Talisman Energy [View news story]
    Captain sounds like Franklin and Icahn can settle the price in or no deal> Given Repsol wants to buy it on fire sale and the big holders won't give their shares away i can see this falling through actually
    Dec 12, 2014. 01:53 PM | Likes Like |Link to Comment
  • Talisman Energy +35% as Repsol execs fly in [View news story]
    They will have to go north of 8 to get this deal done. This probably is initial offer knowing Icahn will push them higher
    Dec 12, 2014. 11:53 AM | Likes Like |Link to Comment
  • Report: Repsol finalizing €4B bid for Talisman Energy [View news story]
    Its around 5.25 but this is just going to be the opening shot in a long drawn out battle if they really want TLM> Ichan is not going to sell his shares for half what he paid a year ago i just don't see it happening
    Dec 12, 2014. 09:35 AM | 1 Like Like |Link to Comment
  • Report: Repsol revives deal talks with Talisman [View news story]
    Honestly Repsol would be idiots now if they were thinking about buying them when they were 10 why not now that they are sub 4? Be tough to buy on sale with icahn involved he is not going to give his shares away
    Dec 8, 2014. 04:36 PM | Likes Like |Link to Comment
  • Penn West Should Cut Its Dividend; If It Does I Will Buy More [View article]
    Well look at the bright side only 2.59 more cents to go! That will take what week or so? lol
    Dec 8, 2014. 04:33 PM | 2 Likes Like |Link to Comment
  • Penn West Should Cut Its Dividend; If It Does I Will Buy More [View article]
    With oil at 63 and WCS selling at 17 dollar discount your already basically at 47 per barrel on PWE oil in US dollars. Once you run that # against all of their plans you realize how quickly they are going to bleed out if they do not cut that divi and cap ex and drip and go into end of days mode
    Dec 8, 2014. 01:47 PM | Likes Like |Link to Comment
COMMENTS STATS
265 Comments
483 Likes