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chazsf

chazsf
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  • Petrobras: Take Warren Buffett's Advice [View article]
    "She'll CEO states he fully expects pbr to emerge as a much stronger company and sees no problem partnering with pbr in the presalt as well as buying any assets pbr wishes to divest ."

    What else would you expect him to say?
    Apr 24, 2015. 05:59 PM | Likes Like |Link to Comment
  • Petrobras: Take Warren Buffett's Advice [View article]
    "They have underperformed repeatedly reduced company forecasts which themselves have been repeatedly reduced. All that said, while production should be expected to continue to show strong increases from these prior capital expenditures for many months to come, March already has seen a decline (due to problems shutting in a platform). Petrobras simply has a long and consistent record of failing to execute and deliver on the management, governance, technical, financial, and fiduciary end of things."

    Tell me again why you bought into this little chamber of horrors?
    Apr 24, 2015. 12:10 AM | 1 Like Like |Link to Comment
  • Freeport McMoRan considers IPO of U.S. E&P business, vindicating skeptics [View news story]
    Any chance we could get management to stick with one company? Then we could all buy the other.
    Apr 23, 2015. 09:32 PM | 4 Likes Like |Link to Comment
  • General Motors Is Suspiciously Cheap Into Earnings [View article]
    "If you have a limited budget, you can buy a new Tahoe for $55,000"

    Hilarious.
    Apr 22, 2015. 03:20 PM | 2 Likes Like |Link to Comment
  • Encana Poised For Major Profit Growth Through Natural Gas Exports [View article]
    "In the end, the major thesis for investing in ECA is rising natural gas prices in the U.S. due to exports."

    Or, more broadly:
    In the end, the major thesis for investing in North America natural gas is rising prices due to LNG exports altering the supply-demand balance.
    Apr 22, 2015. 12:52 AM | 1 Like Like |Link to Comment
  • Irresistible Force Meets Immovable Object [View article]
    "Why should Greece cut when the US, China & everyone else print to "prosperity" with cheers?"

    The analogy to Greece is an individual state like, say New Mexico, not the entre USA. Neither one is calling their own shots.
    Apr 20, 2015. 06:07 PM | Likes Like |Link to Comment
  • Chasing High Dividend Growth Rates For Higher Total Returns [View article]
    "each time you pay the taxes, you have less money to invest in the new stocks you're buying, which would make the $867k gain less"

    Good point. It can be hard to sell winners without a clear cut reason.
    Apr 19, 2015. 11:58 PM | 1 Like Like |Link to Comment
  • InvenSense, By The Numbers [View article]
    "When the new CFO came in and saw the situation he had not choice but to write it down all at once resulting in the large charge."

    Did that result in a "kitchen sink" reporting quarter to completely clean up the balance sheet?
    Apr 19, 2015. 06:37 PM | 2 Likes Like |Link to Comment
  • Freeport-McMoRan And A Tale Of Terrible Analysis [View article]
    "Are you saying FCX has offsetting variables that make the impact of dollar influenced commodity prices less relevant?"

    The unremarkable observation that a stronger US dollar drives down both revenues received and costs incurred in foreign currencies.

    Far more significant, in my view, is the 2014 write down of $5.4 billion ($3.7 billion + $1.7 billion) in oil & gas properties. http://bit.ly/1CVQdMl
    Apr 17, 2015. 06:59 PM | Likes Like |Link to Comment
  • U.S. oil rig count declines by another 26 rigs [View news story]
    "low prices, rigs closing down" seems about right. Whether the "price remains unchanged" is anybody's guess. Isolating one small piece of data is not going to tell you much about the big picture of oil.
    Apr 17, 2015. 04:20 PM | 2 Likes Like |Link to Comment
  • Russ Fischer: Moore's Law, Chip Companies And What's Next For Tech [View article]
    Fabulous article, thank you.
    Apr 16, 2015. 05:52 PM | Likes Like |Link to Comment
  • Encana Poised For Major Profit Growth Through Natural Gas Exports [View article]
    "There is a possibility one may be approved before the fall election."

    I thought the Kitimat LNG project had all necessary approvals - including an export license.
    Apr 16, 2015. 01:52 PM | Likes Like |Link to Comment
  • Encana Poised For Major Profit Growth Through Natural Gas Exports [View article]
    There is an LNG export terminal proposed for Kitimat, BC.
    Apr 15, 2015. 01:51 PM | 2 Likes Like |Link to Comment
  • Intel +4.4%; RBC, Wedbush upgrade after earnings [View news story]
    Four analyst upgrades, three analyst downgrades. Several people are going to be wrong. I hope they do not pay those guys more than their analysis are worth.
    Apr 15, 2015. 01:49 PM | 4 Likes Like |Link to Comment
  • Chesapeake Should Cut Its CAPEX ... Again [View article]
    "In fact, CHK management stated they estimate the company being cash flow neutral at the end of the year on current budget. So why then?"

    Perhaps this prediction will come true, but it seems investors have learned from experience to take Chesapeake's predictions with a large grain of salt.
    Apr 14, 2015. 08:04 PM | 1 Like Like |Link to Comment
COMMENTS STATS
827 Comments
793 Likes