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American Capital Agency Corp. Message Board

chuck37chuck 34 posts  |  Last Activity: Nov 15, 2014 8:27 PM Member since: Jun 21, 2011
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  • chuck37chuck by chuck37chuck Sep 9, 2014 5:48 PM Flag

    Not a single Executive or Manager associated with SDRL has even intimated that a
    Dividend Cut is on the Horizon. Who are these self-proclaimed experts who state
    matter-of-factly that 'we' can expect a Dividend Cut shortly. Do they expect Aliens
    from another Galaxy to come down and replace Oil with an alternative energy source.
    There are normal ups and downs in the World Oil Market. Underneath all the doom
    and gloom from people who don't know what they're talking about is the fact that
    SDRL makes a profit and is paying off its debt. Also glossed over is the 5 year
    backlog for the use of its new Rigs. I'm often reminded of Music Industry Experts
    who predicted in 1965 that the Beatles hysteria was over and the Band was on
    its way out.

    Sentiment: Strong Buy

  • Reply to

    Am I blind?

    by rbillywhiskers Sep 5, 2014 5:19 PM
    chuck37chuck chuck37chuck Sep 9, 2014 9:29 PM Flag

    Even if you're a retiree and do not have a long-term plan with SDRL - just collect the Dividends and pass the Stock on to your unwashed undeserving Heirs. Wether its 2, 5 or 10 years from now, SDRL Stock will easily
    surpass 50.

    Sentiment: Strong Buy

  • chuck37chuck by chuck37chuck Sep 10, 2014 6:12 PM Flag

    From the Street today : "NEW YORK (TheStreet) – A rising tide may lift all boats but Seadrill(SDRL_) shares continue to sink on concerns the company can no longer compete with Transocean(RIG_) and Diamond Offshore(DO_) , among others.."

    Since Stock Markets were inventet, people having been lying through their teeth to manipulate Stock Prices. SDRL Rigs are new, modern and much more sought after than the Rigs of RIG and DO. Thats why there is 20 Billion dollars in backlog Orders for the use of its Rigs. The lying and manipulation NEVER stops.

    Sentiment: Strong Buy

  • chuck37chuck by chuck37chuck Sep 11, 2014 2:43 AM Flag

    "You know, its almost funny. But things can't get much worse than now."
    Frank Sinatra from his Song 'Cycles'. Right now holders of SDRL stock
    are feeling like Sinatra in the Summer of 57 when he came back from Spain.
    (Where Ava Gardner informed Frank that she's dumping him for a Spanish
    Matador). But, I'm a long-term Holder of SDRL Stock at least to the year 2020.
    I can be patient and collect a 10% Dividend till then. Even in the unlikely event
    that the Dividend goes down to 7 or 8 % its still a great Dividend. At these
    prices the smart Investor will use his Dividend on Sept 19th to buy more SDRL
    Stock. Listen to 'Cycles' from Sinatra and 'Houston' from Dean Martin to stay relaxed.

    Sentiment: Strong Buy

  • chuck37chuck by chuck37chuck Sep 11, 2014 8:13 PM Flag

    Timing the Market is a Fools's Game. Any Stock can suddenly turn
    on a Dime's notice for no good apparent reason. Many naysayers
    are stating that you should not hold onto a Stock as it is going down
    simply beause it has a good Dividend. But no one can predict the
    future and no one can be certain that the Stock will keep going down
    after you Sell. Warren Buffet's main philosophy is to hold onto the
    Stock of a good company as long as it remains a good company.
    (which SDRL is) If you're a Long-term Investor (5 years or more),
    collect the Dividends and relax.

    Sentiment: Strong Buy

  • "Seadrill says offshore drilling market ‘bad’ this year, worse in 2015. Seadrill expects the rig market to remain soft for the next couple of years, CFO Rune Magnus Lundetrae said. He added that the current market softness is going to be a challenge for a couple of years and that the market is going to be bad this year, worse next year but then it will stabilize." I am heartened that CFO Lundetrae does not mince words and does not try to sugarcoat the situation. So I certainly do believe his assesement that the World Oil Market will stabilize in a couple of years. I remember that in the dark days of 2009 when GE Stock went down to 7 Dollars - an article appeared in Yahoo Finance entitled: "Is GE A Dollar Stock". Of course, 5 years later GE Stock is now up to 25 dollars. My assesement is that in a worst case senario, SDRL may cut the Dividend to 7 % (which is still a great Dividend) in 2017 and the Oil Markets will stabilize around then. Looking forward to 2020.

    Sentiment: Strong Buy

  • chuck37chuck by chuck37chuck Sep 14, 2014 12:35 AM Flag

    Admitedly I'm a cheerleader for SDRL. But I can't help but
    notice on MSN Money that SDRL has a PE of 2.87 and a
    Forward PE of 10.85, assumning the Market does indeed
    soften in the coming year. Those are great Numbers !!
    Apparently Seadrill is making a great Profit even with lower
    Day Rates and some unused Rigs. I believe I'll continue
    to collect the 10 % or 7 % Dividends for the next 35
    years and then pass on my SDRL Stock to my greedy
    unwashed undeserving Heirs.

    Sentiment: Strong Buy

  • SDRL stays at 28 to 29 dollars a Share for 10 Years. Oil Market never picks up.
    After collecting Dividends for 10 years I've more than broken even. But counting
    inflation into the equation, I've lost a little money. Not bad. Many Stock Investors
    have lost their shirts (75 % to 95 % of their investment) in Stocks that did not pay
    Dividends. But, eventually, the Oil obtainable from shallow Seas is going to be
    harder to come by. SDRL has new State-Of-The-Art Rigs that can be used in
    Deep Ocean Waters. It is a natural Human reaction to think that when bad times
    hit, they will always be bad. There will never be bright sunny days again. I am
    currently on a Caffeine High with a couple cans of Mountain Dew, relaxing and
    putting things in perspective.

    Sentiment: Strong Buy

  • Even with supposedly less than ideal conditions for deep-water rigs, SDRL's
    forward PE is 10.87 - a great Profit. Even if the Dividend is cut to 6 or 7 % -
    thats a good Dividend. But, the SS has won. They have succeded in getting
    the Share Price down to 30 and are going to make a Fat Profit when SDRL
    is back above 40, maybe 50 in a few years.

    Sentiment: Strong Buy

  • chuck37chuck chuck37chuck Sep 16, 2014 5:00 PM Flag

    You're right of course. I will be useing my Dividend to buy more Shares of SDRL

    Sentiment: Strong Buy

  • Reply to

    Raise Dividends and make Stock Share Price Go Up

    by dc7177 Sep 16, 2014 9:44 AM
    chuck37chuck chuck37chuck Sep 16, 2014 5:02 PM Flag

    Now that we've reached a bottom -the Buyers will be coming in. I'm useing
    my Dividend to buy more SDRL Shares.

    Sentiment: Strong Buy

  • SEADRILL LIMITED: STOCK RATING SUMMARY.

    10

    StockScouter

    SEADRILL LIMITED, a large-cap growth company in the energy sector, is expected to significantly outperform the market over the next six months with less than average risk.

    10 is the best possible rating.

    QUICK SUMMARY.

    Pro
    Earnings growth in the past year has accelerated moderately compared to earnings growth in the past three years. Positive

    The ratio of SDRL's price-to-earnings multiple to its five-year growth rate is slightly below the average of all stocks in the StockScouter universe. Positive

    The price-to-earnings multiple is lower than average for all stocks in the StockScouter universe. Positive
    Con
    The most recent quarterly earnings report was slightly lower than analysts’ consensus forecast. Neutral/Negative

    Sentiment: Strong Buy

  • Reply to

    Seadrill Transcript

    by rogers2308 Sep 19, 2014 4:11 PM
    chuck37chuck chuck37chuck Sep 19, 2014 4:23 PM Flag

    You are right. When GE went down to 7 Dollars a Share in 2009, Bashers were predicting
    that it was a Dollar Stock. Now GE is back to 25 dollars a Share. It may be irrational but
    SDRL has become vastly oversold. But I have at least a Six-Year Horizon to 2020. Maybe
    even 2050 if I have a long-enough retirement.

    Sentiment: Strong Buy

  • Reply to

    Bottom

    by schieboutz Sep 19, 2014 2:47 PM
    chuck37chuck chuck37chuck Sep 19, 2014 4:26 PM Flag

    It should be noted that when GE fell to 7 Dollars a Share in 2009, many
    Pundits were predicting that GE was a Dollar Stock. Now GE is back to
    25 Dollars a Share. "Buy when others are fearful" - Warren buffet.

    Sentiment: Strong Buy

  • Reply to

    Safety of dividend

    by typea1949 Sep 19, 2014 6:41 PM
    chuck37chuck chuck37chuck Sep 19, 2014 7:45 PM Flag

    I can't predict the future. I know that SDRL is way oversold at this point
    and that SDRL Executives expect Use of Rigs and Day Rates to be
    back to 'normal' by 2016. SDRL will continue to be a very profitable company
    from now through 2016. My assesement is that even if the Dividend is cut
    to 6, 7 or 8 %, its still a great Dividend. I can't predict anything, but once
    this irritaional panic has subsided, my assesement is that SDRL with its
    new modern fleet will be very profitable through the 2020's. I bought
    SDRL at 43 Dollars a Share but I sleep very well at night since I'm a
    long-term Investor through the 2020's.

    Sentiment: Strong Buy

  • chuck37chuck chuck37chuck Sep 19, 2014 7:54 PM Flag

    All the people who sold on the news of a major Executive leaving know that the news means nothing. But they also know that others will be selling on the news so they have to sell to. To the Day Traders (who compromise over 80 % of all Traders) - its not wether a Company is solid financially, its wether willy-nilly news is going to move the Market. As a long-term Investor I don't worry about even large swings up or down affecting the Share Price. I concentrate on the fundamentals going forward 5 to 10 years. I will be holding onto SDRL through the 2020's.

    Sentiment: Strong Buy

  • Reply to

    Safety of dividend

    by typea1949 Sep 19, 2014 6:41 PM
    chuck37chuck chuck37chuck Sep 19, 2014 8:09 PM Flag

    Thank you deadrez for the being the Voice of Reason and putting things in Perspective.
    I added Shares at 30 and woud love to add moe Shares at 25.

    Sentiment: Strong Buy

  • chuck37chuck by chuck37chuck Sep 22, 2014 5:12 PM Flag

    Bottom is in. The blood letting has stoped. Let the Healing begin.

    Sentiment: Strong Buy

  • To those who bought Shares around 28 or 29 you have my congratulations !
    If you can hold onto your Shares to 2020 you will not only collect a Great Dividend
    (even if it is cut) - but you will double your Profit, possibly selling at 60 or 62.

    Sentiment: Strong Buy

  • Certainly Las Vegas Sands is not Seadrill. But I remember that in 2009 LVS
    Shares went down to 1.50 a Share because LVS was Billions in Debt and
    everyone was downgrading anything to do with Las Vegas and Casino's.
    Despite being Billions in Debt, Sheldon Adelson expanded to Maccau and
    LVS Shares eventually reached over 80 Dollars a Share (currently around 61).
    John Fredrikson, despite SDRL being Billions in Debt built new State-Of-The-Art
    Deep Sea Rigs. Apparently the Panic still has to run its course for SDRL. But with
    John Fredriksen at the Helm, SDRL, like LVS is going to come roaring back.
    People have never stopped gambling and they have never stopped useing Oil.

    Sentiment: Strong Buy

AGNC
22.98-0.32(-1.35%)Nov 25 4:00 PMEST

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