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Eli Lilly and Company Message Board

bigbear.2010 100 posts  |  Last Activity: 11 hours ago Member since: Feb 7, 2010
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  • bigbear.2010 bigbear.2010 11 hours ago Flag

    Agree, one of the few poster who consistently makes sense.

  • Reply to

    gary... did you figure in the dividend? lol

    by vogue1254 Apr 21, 2014 11:09 AM
    bigbear.2010 bigbear.2010 Apr 21, 2014 5:07 PM Flag

    Sounds like another Hedgeye cockroach chirpings. Where in the heck do they all come from? Maybe it's one idiot with a dozen aliases.

  • Reply to

    wow Line up again, kmp Down

    by tonyiv1 Apr 17, 2014 1:16 PM
    bigbear.2010 bigbear.2010 Apr 18, 2014 1:17 PM Flag

    Sadly, you are correct. I am not one to usually bash a poster but from what I have seen of his post he is not a coherent thinker. He unfortunately is correct in that he can post what he wants until the sun comes up. I guess we are the fools who take him as a rational person and don't just put him on ignore.

  • bigbear.2010 bigbear.2010 Apr 18, 2014 12:15 PM Flag

    There are reasons why it is the most expensive. How easily they forget why. Newest fleet, excellent contract percentage with good utilization rate to 2016 alone with good day rates. Nothing bad about the operating side. Mgt performs and returns earning to stockholders. I digress but, so many analysis speak out of both sides of there butt. I see it everyday with stocks like LNCO. They always want to error on the safe side. IMHO they just want mgt to cut the divvy, reduce debt and completely change their style so as to make the analysis's jobs much easier.

  • Reply to

    West Pegasus / Market Rate

    by the_quarry Apr 18, 2014 11:00 AM
    bigbear.2010 bigbear.2010 Apr 18, 2014 11:43 AM Flag

    I would agree that there is some mechanism or formula already stated in the contract to determine what a new mkt rate will be or based on. An increase or decrease of the day rate IMHO is too big an item to be put on the negotiation block without some guidelines compared with a simple "let's start all over" completely new renegotiation. Some factor, such as inflation rate, current similar rig pricing-a little dicey here-cost of capital, percentage of production or some other measurable factor will be used as the basis. I sure hope we see an increase as that may give us an idea of what premise future day rate renegotiations may take.

    Sentiment: Buy

  • Reply to

    Is There Any Way

    by asparagus_guy Apr 16, 2014 7:27 AM
    bigbear.2010 bigbear.2010 Apr 17, 2014 10:35 AM Flag

    Guy, Everyone has to start somewhere and I personally applaud your efforts. I don't know your particular situation but, that kind of information is not given out in advance. Buying stocks just before an earning can be a #$%$ shoot these days. A lot is left open to interpretation of the earning's reports and conference calls-which can drive the pps up or down. A stock for example, can have a good qtr and poor guidance and sink like a rock. So for newbies, I would suggest not doing it but, that is only MHO. Good luck.

  • bigbear.2010 bigbear.2010 Apr 17, 2014 10:15 AM Flag

    Yep, I see it all the time with my brokers. They recommend buy or sell opinions based on what their company analysis think. It may not sway all their clients-especially those who do their own DD-but, many simply follow the brokers-analysis-conclusions. Anything that looks negative the broker takes the client out of ASAP so as not to cause the portfolio any short term loss. Loss equals a unhappy client so they avoid or try to minimize the short term pain and keep the client happy.

  • bigbear.2010 by bigbear.2010 Apr 16, 2014 2:07 PM Flag

    Cramer and his minions at it again. Unfortunate but true, he can move a stock's pps.

  • Reply to

    liquidated SDRL position

    by nadsmis Apr 16, 2014 11:18 AM
    bigbear.2010 bigbear.2010 Apr 16, 2014 1:50 PM Flag

    Yep, but some of us have to hold. Chased this thing down so much that the divvy is what's keeping me in. Too low to sell now. Also, even though I lament about the pps decline I also feel good about the company and it's log term future. Mgt seems to have the ability to keep the majority of the rigs under contract and apparently haven't had to reduce the day rate at all. When they are running on all cylinders they are a cash machine. Admittedly, their attitude is a little different regarding debt but, they are also quite adept at managing that area too. Just keep on collecting the divvy and this too shall pass. Good luck to all you fell longs.

  • Reply to

    gem

    by ryi136 Feb 11, 2014 4:43 PM
    bigbear.2010 bigbear.2010 Apr 15, 2014 10:13 AM Flag

    What indication are there for divvy cut?

  • bigbear.2010 bigbear.2010 Apr 15, 2014 9:58 AM Flag

    Good Question. I was wondering the same thing myself. Got caught at the $15.00+ level due to offering and have been chasing this thing continuously downward.

  • Reply to

    POS was actually UP today...

    by jdt1313 Apr 2, 2014 11:23 AM
    bigbear.2010 bigbear.2010 Apr 15, 2014 8:57 AM Flag

    Seems to be unusual trading patterns developing in some of the mlp's. Big run ups doing the day and large sell-off at close. Almost like they are manipulating some of them. Who knows these days with the computer driven trading going on. This stock truly has be a disappointment.

  • Reply to

    OT: ORC

    by johnsonjoel1 Mar 5, 2014 12:20 PM
    bigbear.2010 bigbear.2010 Apr 14, 2014 7:00 PM Flag

    Tech,

    Sorry to take so long in responding.
    No, we have not conversed before. I have however hovered over these boards for years and posted occasionally although, I find myself doing more of that lately. My monthly pay portfolio has some of the same players as you. Lately, I have become really addicted to these monthly payers. That portion of my portfolio-as if it means anything to anyone-is about 1/3 of my stock holdings and continues to grow as I rotate out of some of my high dividend quarterly payers.
    2000 shares of BEEP
    2000 shares of FSC
    2500 share of GOOD
    2300 shares of HLSS
    7500 shares of LNCO
    2000 shares of OAKS
    2700 shares of PSEC
    2177 shares of QRE
    1700 shares of ROYT

    I have these REITs and BDC,s from the old days when quarter paying stocks were what I knew and have just kept them as they paid well.
    500 shares of MFA
    2000 shares of TWO
    1000 shares of PNNT

    I also recently acquired some share of monthly pay funds such as CRF, EAD, MIN and NCV to try and balance things out as little. I am now a big advocate of getting divvies from stocks rather than capital appreciation although that's not bad either. Much of my other holdings are MLP's, REIT's and trusts.

    It is most interesting to share portfolios with others. In my mind AT and ARR were a little too risky for me. I had ARR way back when it was at $7+ but, they simply issued to may offering for my liking. I was not aware of NDRO and PWE but, will look into them.

    Cheers,
    bigbear

  • Reply to

    EX DIV DATE

    by mous789 Apr 7, 2014 9:03 AM
    bigbear.2010 bigbear.2010 Apr 14, 2014 6:15 PM Flag

    cwn600,

    You are correct.. Unfortunately it is often confusing to new investors.

  • Reply to

    out at 17.60

    by kundatrade Apr 1, 2014 4:11 PM
    bigbear.2010 bigbear.2010 Apr 13, 2014 11:44 PM Flag

    Appears to have been a good move.

  • Reply to

    Bought some more FSC

    by tulsadevlin Apr 11, 2014 12:38 PM
    bigbear.2010 bigbear.2010 Apr 13, 2014 8:04 PM Flag

    Well it's good to see I am not alone in buying at these prices. Unfortunately, I was a little too greedy and nibbled up 2k shares at. $9.42. Not a bad price considering everything. May try and pick up more Monday morning if we don't get a big rebound from Friday sell-off. I dabble in a number of these monthly pays and am always looking for another play. Current holdings include: BEEP, FSC, GOOD, HLSS, LNCO, OAKS, QRE, ROYT and PSEC. Any other suggestions? Good luck to all my fellow longs.

    Cheers,

  • Reply to

    Goofy Trading

    by biker_dick Apr 10, 2014 10:13 AM
    bigbear.2010 bigbear.2010 Apr 10, 2014 11:57 AM Flag

    First answer that makes sense.

  • bigbear.2010 bigbear.2010 Apr 10, 2014 11:41 AM Flag

    Thanks for the helpful information.

  • Reply to

    going lower, broke through the 52 week low

    by guppiegold Mar 27, 2014 8:30 PM
    bigbear.2010 bigbear.2010 Apr 10, 2014 10:45 AM Flag

    Agreed, you got o love the divvy and yes it is " like being a landlord without the headaches.

  • Reply to

    Piper Jaffray Upgrades HLSS...

    by betting_my_bundle Mar 28, 2014 10:02 AM
    bigbear.2010 bigbear.2010 Apr 10, 2014 10:28 AM Flag

    Good news always helps. Nice more upwards this morning.

LLY
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