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  • Cramer's Mad Money - 10 Things To Watch In The Week Ahead (6/13/14) [View article]
    It's not my job to defend Cramer but I will say he does have interesting insights and has been very good at identifying major trends and themes within the market. I find a lot of what he does very useful............
    Jun 16 08:55 AM | 1 Like Like |Link to Comment
  • Examining Offshore Drillers: Buy, Sell Or Hold (Part 1) [View article]
    Appreciate your article.
    I your conclusion you say, "It seems the industry is starting to heavily favor high-spec rigs and UDW drillships, so the companies with these assets in place should do very well going forward. New deepwater discoveries will continue to create opportunities in Mexico, Brazil and off the coast of West Africa".
    I guess SDRL's prospect will depend on whether they get contracts on their new rigs and if having the newest most up to date fleet gives them an advantage.
    Feb 2 11:38 PM | Likes Like |Link to Comment
  • Can Dana Do What So Few Parts Companies Can? [View article]
    Any thoughts on the rather large buy back they announced?

    Thank you.
    Oct 2 10:00 AM | Likes Like |Link to Comment
  • Spreadtrum (SPRD) raises its Q2 revenue guidance range to $270M-$278M, well above a prior range of $220M-$228M and a $224.1M consensus. The Chinese baseband chipmaker cites "continuing strong demand throughout the quarter for low-cost smartphones" in China and other emerging markets, and says it's "also benefiting from the continuing expansion of our smartphone portfolio." Those were a couple of the positive catalysts SA Pro contributor Ashraf Eassa recently mentioned in a bullish write-up. Shares are halted. Marvell (MRVL), which competes with Spreadtrum in the TD-SCDMA 3G baseband space, is up 1.8% AH. [View news story]
    I alway enjoy reading your posts and the discussions that follow.

    Jun 12 06:09 PM | Likes Like |Link to Comment
  • A Fast Food King For Profits Now [View article]
    MCD is a great company and their ability to innovate is not fully appreciated.
    See attached for menu items from around the world.
    Jun 7 12:47 PM | Likes Like |Link to Comment
  • Seadrill Looks Overvalued At Current Prices On A Number Of Metrics [View article]
    As of 2/29/12 Morgan Stanley raised their target to $51 on SDRL.
    I didn't see this widely reported.
    Mar 5 09:32 AM | 1 Like Like |Link to Comment