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frrizzo380

frrizzo380
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  • How Many Subscription Rights Do You Think There Are? [View article]
    There was real estate, now fast Eddie is using the prime real estate to guarantee his hedge fund's loans to SHLD.
    Oct 21 02:28 PM | Likes Like |Link to Comment
  • Is IBM Worthy Of A Position In A Portfolio Right Now? [View article]
    No increase in assets just a increase in liabilities, therefore a decrease in equity. Take a look at LO. They have issued so much debt that their ROE has turned negative. Their equity has turned negative.
    http://bit.ly/1t32luA

    MO is another example of extreme debt to boost ROE.
    http://bit.ly/1t32luE

    High debt allows them use leverage to boost their returns.

    IBM is just a less extreme example of using debt to boost ROE.
    Oct 19 03:01 PM | Likes Like |Link to Comment
  • Is IBM Worthy Of A Position In A Portfolio Right Now? [View article]
    Debt influences ROE percentage as a company has less equity with greater debt. Higher debt will result in higher ROE percentages as there is greater returns on less equity. Higher debt is not an issue if managed responsibly. Companies with reliable income streams should use debt to repurchase shares if said shares are undervalued and they can get favorable interest rates. IBM's buyback is a good buyback. As Buffett has explained, IBM shareholders should want the stock to stay low for many years as IBM can continue to buyback shares on the cheap.
    Oct 19 02:07 PM | Likes Like |Link to Comment
  • Awilco Drilling: Well-Positioned To Withstand Drop In Daily Rates [View article]
    Dividend history. Had some problems finding it so posted it for all to see. Would be nice if analysis covered the obvious.
    Oct 19 09:22 AM | Likes Like |Link to Comment
  • Awilco Drilling: Well-Positioned To Withstand Drop In Daily Rates [View article]
    Quarter DIV USD
    Q2 2014 1.15
    Q1 2014 1.15
    Q4 2013 1.10
    Q3 2013 1.10
    Q2 2013 1.00
    Q1 2013 1.00
    Oct 19 09:21 AM | Likes Like |Link to Comment
  • Moody's cuts Russia's sovereign debt rating [View news story]
    Putin you're on double secret probation!
    Oct 18 08:26 PM | 3 Likes Like |Link to Comment
  • Is BP A Bargain? [View article]
    Here are some facts: net asset value $70 per share, 16 Billion BOE reserves. The spill is a blip. All you sellers are doing buyers a favor. Thanks!
    Oct 18 01:32 PM | 23 Likes Like |Link to Comment
  • Why I Like McDonald's Better Than Chipotle (And Yes, I Have Taste Buds) [View article]
    MCD's overseas with its air conditioning and free bathrooms is actually high class dining. Ha, something to think about with all our first world problems.

    MCD is not cheap enough for me yet though. The ceiling on the price I'd pay would be $84. That would be about 10x pretax net income.
    Oct 18 12:15 PM | 1 Like Like |Link to Comment
  • 5 Myths About SeaDrill That Could Cost You Real Money [View article]
    I think this is the first analysis on SA on SDRL that is based off facts. Numbers don't lie, this is a highly leveraged company facing a cyclical downturn along with Russia sanction issues. Will be interesting to see if Seadrill can survive the next few years. I personally like the super-majors here. Drillers are too capex intensive for me.
    Oct 18 12:07 PM | 2 Likes Like |Link to Comment
  • Refining operations at BP, Shell provide insulation from oil price pressures [View news story]
    @john001 Mr. Market is bipolar and he is going through a bout of depression. Great time to get some deals from him.
    Oct 17 07:34 AM | 1 Like Like |Link to Comment
  • Bullard suggests delaying end to QE [View news story]
    The alcoholic needs just one more drink. He is getting the shakes.... He can quit next month or maybe next year....
    Oct 16 01:46 PM | 3 Likes Like |Link to Comment
  • When The Dividend Cut Writing Is On The Wall [View article]
    I wouldn't be surprised if SDRL went bankrupt in the next few years. SDRL investors seem to be out of touch with reality. SDRL is highly leveraged company in a capital intensive industry facing a cyclical downturn. Can SDRL survive years of famine, can SDRL get credit when it needs it? John Fredriksen has been quoted that he is his own creditor. He will structure the loans and bankruptcy in such a way that shareholders lose and he wins. Take a look at what is going on at SHLD to see a blueprint how management can rob the shareholders through loans.

    PBI was not so highly leveraged and not in such a capital intensive industry. PBI had honest management as evidenced by their long term dividend history.
    Oct 16 08:10 AM | Likes Like |Link to Comment
  • Lockheed claims breakthrough on fusion energy project [View news story]
    I remember cold fusion. Talk about a controversy. No one could prove that it worked.
    Oct 15 03:14 PM | Likes Like |Link to Comment
  • Recap: The Day I Sold Everything [View article]
    Stephen, I would say the real winner in your strategy is your broker. They love buying, selling, second guessing, rebalancing, diversifying, hedging etc, etc.

    The IRS is also loving the taxable events you are creating.
    Oct 15 10:07 AM | 4 Likes Like |Link to Comment
  • Cisco Pullback Presents An Opportunity [View article]
    @getshorty Well I appreciate your insight on the Cisco sales channel. I too think Cisco is hurting.

    I wouldn't get too worked up on the trolls that inhabit SA. I've come to realize that there are a lot of bored, no life retirees on SA that love to argue any point on the comment boards. Someday soon hopefully they'll uncheck for good.
    Oct 15 07:33 AM | Likes Like |Link to Comment
COMMENTS STATS
654 Comments
1,076 Likes