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OVERSEAS SHİPHOLDİNG GROUP Message Board

bluehorseshoe999 32 posts  |  Last Activity: 18 hours ago Member since: Apr 9, 2008
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  • You have to handed it to OPEC!

    Talk about killing the oil market. One driller ask another, you know oil prices are down 70% and our revenues down accordingly. What should we do? Second driller says lets pump more so we could sell more and it will get our revenues back up. In the meantime, prices crash another 30% and in the end revenue fall another 20% despite 30% increase in production. Months later, first driller tells second, I don't get it we pumped more and sold more but our revenue is still down. Second driller tells first one May be we didn't pump enough oil. Let's pump more. So goes the oil market!

    It's not even funny that OPEC hasn't figured out supply and demand equation that determines the price. It's called economics 101!

    GLTA in stock casino!

    Sentiment: Hold

  • Don't see any big charges or losses for 2016. LTC reserves should be sufficient for foreseeable future and Mortgage insurance business strong and producing large amount of free cash flow!

    Mgmt sold off some businesses to provide financial flexibility despite some loss in sales. Need cash for maximum maneuvering room! Gloom and doom is so thick that you could even cut it with knife. Looks like Cramer even jumped on the bandwagon in trashing GNW. Is anyone out there who does not hate GNW on the street (i.e Wall street) ???

    Look to short but trading at P/E ~ 3. Not worth it. Better to cover at current price!

    GLTA in stock casino!

  • bluehorseshoe999 by bluehorseshoe999 Jan 21, 2016 4:53 PM Flag

    Accumulation of over 14% in last 4 weeks!

    May be ICON gets taken over and sold I pieces for nice profit!

    Resistance around $5.40-$5.5!

    GLTA in stock casino!

  • American shell will pummel them when they try to cut production to raise prices. Reserve fund or no reserve fund, rev is down over 75% from peak with oil near $25. Just matter of time before gov't spending goes bust for OPEC and Great Recession or Depression sets in for OPEC nations!

    Should have shared market with American shell and kept price above $70. As always, hindsight is 20/20 and OPEC will realize their predicament too late!

    Low oil price is like a economic stimulus to all consumers everywhere since it puts more money in the pocket for everyone except for oil industry workers but they don't account for much of economy!

    GLTA in stock casino!

    Sentiment: Hold

  • bluehorseshoe999 by bluehorseshoe999 Jan 19, 2016 5:11 PM Flag

    Why? They will not be able to raise oil prices above $40-50 sue to American shell be profitable so they are capped in terms of total revenue from oil. Problem is that most of OPEC nations have welfare state to support. People have gotten use to getting freebies based on $100 oil and now there subsidies going to be cut by much as 40-50%. How would you like it if you paycheck got cut in half!

    Just matter of time before OPEC nations are forced into austerity measures and their economy will be in Great Recession!

    GLTA in stock casino!

    Sentiment: Hold

  • Wonder if they have anything left to sell!

    No real news and nothing bad in the market yet! SUNE followed the market down!

    GLTA in stock casino!

    Sentiment: Buy

  • Too much volatility! You get a margin call before you make any decent money and lose most of your holdings!

    In fact, best thing for retail investors (that means you mom & pop investors) is

    1. never short
    2. never margin
    3. Only buy amount you could lose
    4. only hold any stock 5-15% of your portfolio
    5. Never use stop order
    6. Always assume MMs, Manipulators and hedges know your short, margin and stop loss order positions and will use to make quick buck by using HFT algorithms

    You need a stomach made of titanium and mental fortitude of Rambo to win in this casino!

    GLTA in stock casino!

    Sentiment: Hold

  • kicked by short squeeze when MMz take this over $6!

    GLTA in stock casino!

    Sentiment: Hold

  • bluehorseshoe999 by bluehorseshoe999 Dec 31, 2015 6:00 PM Flag

    SUNE SCTY
    MC 1.6 B 5.0 B
    Revenue 2.5 B 356 M
    Cash 2.39 B 418 M
    Debt 11.74 B 2.45 B

    Looks like great hedging opportunity once SUNE gets out of wall streets dog house!

    Know that residential market is fickle while municipal and gov't market tend to be stable since gov't looks at long term implications while home owners are looking short-term since they don't know when they may have to move!

    GLTA in stock casino!

    Sentiment: Buy

  • Why? Most of them including Saudis budgeted for $100 oil in their expenditures. Saudis have buffer fund but that will run dry in 3-5 years at the current rate. This means they will have to cut expenditures drastically where economy is highly dependent on gov't expenditure. Even if oil recovers to $50 they will still run deficit!

    Other OPEC countries are not so smart and buffer fund is small or non-existent, so economic collapse is inevitable!

    In the end, SUNE will win against oil since OPEC will need to cut to raise prices, but American shell is waiting and will pounce and keep the lid on prices around 50. May be real cost for shell oil is in the 20's. They probably will reveal this after couple years and drive OPEC nations into BK and thus drive up oil prices for shell oil benefit!

    GLTA in stock casino!

    Sentiment: Buy

  • and short this turkey!

    Plan to cover before manipulators (MMs and option traders) start covering. When you check the daily charts it is obvious when they stop shorting and start covering. Sometimes it happens in the middle of the day or after 2 or 3 PM. Just have to watch the charts and see where options are!

    Play the manipulators game and it's easy as pie!

    Short term strong-sell and long term buy after selling is done!

    GLTA in stock casino!

    Sentiment: Strong Sell

  • bluehorseshoe999 by bluehorseshoe999 Dec 11, 2015 6:46 PM Flag

    Should break above $5 sometime next week with more good news!
    Liquidity and finance issues closed out!

    Looks like MMs, Manipulators, Option writers shorted today to keep the options out of big money. All those shares got to be covered next week. Short squeeze when that happens. Hold your shares till end of 1Q or at least till end of Jan. Of course, Sell if you are in big money anytime. Buy small and hold on for dear life! Gap should close to 8 sometime next year!

    GLTA in stock casino!

    Sentiment: Strong Buy

  • cover below is rapidly closing.

    Nearly shorted tons of shares around 4 and had to step away to do something and thought better of it. Could have been crushed if shorted. Shorting is a fools game at this level.

    You could hear the squealing of pigs as they are being prepared to be slaughtered. Cover while there is shares available to cover. Squeeze coming.

    GLTA in stock casino!

  • Why do you ask. It is guaranteed to crash in next 5 years.

    Saudi's are running deficit of about 100-120B/yr with current oil prices. Even if oil prices recover to $60 dollars a day, deficit will continue and Saudi's will run out reserve fund and be forced to cut their spending by around 30-40% of GDP. GDP contraction of 30-40% is depression and thus, this looks like guaranteed money.

    Saudi's have committed Hari Kari and will find out in 3-5 years.

    In terms of MDR,, I think company will be fine. It is more of service company and thus, will benefit from record oil production by OPEC since OPEC will need more oil service for pumping more. Besides, MDR made small profit in last 2 quarters. Looks like cost is under control and MDR is ready to make profits in coming year.

    GLTA in stock casino!

    Sentiment: Buy

  • stock manipulators bite. It worked last time. It could be fatal but you never know about this things.

    Spin the wheel and see where it lands!

    GLTA in stock casino!

    Sentiment: Buy

  • There are plenty of other opportunities out there.

    Johnny come late institutional fund managers will be dumping this till end of the year. I only see down side below to 5. They couldn't dump it all due to low bids.

    Come back in January, but full clinical holds going to take3-6 months to resolve and then there is possibility of new P3 with new set of screened patient. CEO talk of P3 results is hogwash when you had 2 deaths in group taking the drug. FDA will not consider anything until death issue has been resolved to their satisfaction.

    Give me a reason to buy. Low price is not enough. Cash level is not enough. ZFGN is not liquidating and burning cash while death issue is being resolved. Not worth the roll of dice.

    GLTA in stock casino!

    Sentiment: Strong Sell

  • Got to cover at close below $4 and made small profit after shorting around $4.
    SUNE would have busted through $4, had it not for crashing market today. Above named shorted or sold stock in response to falling indices regardless of stock price.

    Street thinks like a buffalo herd and acts like one. So, use down days to cover your short position.

    It was a great day to cover!

    GLTA in stock casino!

    Sentiment: Buy

  • the pain to $3 and sold couple days ago around $5. Thanks MMs you could always count on you to drive PPS to ridiculous levels and make it profitable for day-traders!

    GLTA in stock casino!

    Sentiment: Hold

  • bluehorseshoe999 by bluehorseshoe999 Dec 1, 2015 5:01 PM Flag

    He's already in the money with stock trading above $95.

    Wonder what the outlooks going to be like for 4Q 2015 on 12/16 conference call. Could be ugly and then positive outlook for 2016. Wonder how long the damage caused b Phildor is going to last???

    GLTA in stock casino!

    Sentiment: Sell

  • Wow Guys betting the farm on VRX. Whatever happened to diversification and reducing risk!

    Exact opposite of Warren Buffet's Greedy when others are fearful and Achman says be Fearful when others are fearful. I guess he believes in di-worsification and having a concentrated portfolio.

    VRX could be growth value trap at this point. Time will tell!

    GLTA in stock casino!

    Sentiment: Sell