Wed, Dec 17, 2014, 5:26 PM EST - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Direxion Daily Small Cap Bear 3X ETF Message Board

emclu 16 posts  |  Last Activity: Dec 12, 2014 6:37 AM Member since: Apr 25, 2000
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    they're losing money but paying a dividend?

    by greghassen Dec 5, 2014 6:35 PM
    emclu emclu Dec 12, 2014 6:37 AM Flag

    Their income statement says they made 166 million last quarter. They actually made a couple good investments when they purchased Reliant and the EME group. Their renewable investments don't appear to be lucrative but they are very small in relation to the size of this company. The core of this company is their generation assets which are all over the country. Their revenues this year will grow to over $14 billion at least this year, up from $12 last year. They may be a bit overvalued but overall this company is in pretty good shape. IMHO

  • emclu emclu Dec 8, 2014 7:49 PM Flag

    Double down on your short position. This is going to single digits.

    Sentiment: Sell

  • emclu emclu Dec 7, 2014 7:47 PM Flag

    Actually whenever a large company cuts jobs and causes pain and misery their stock goes up. They will close up tomorrow

    Sentiment: Hold

  • Reply to

    wow 6% dividend....

    by emclu Dec 7, 2014 8:22 AM
    emclu emclu Dec 7, 2014 11:11 AM Flag

    Yes BP is an integrated producer and not a shale producer but they do have a few issues that will impact their cash flow. The drop in oil prices , divestiture of assets due to the incident in the gulf, and problems with investment in Russia can and have impact their PPS. I think those are the reasons that their dividend is so high. Plus they just had the judgement in September that they are appealing where they could lose another $20 billion. Their 3rd quarter earning were based on an oil price of $88+. Cash flow will definitely be down this quarter. BP is down over 30% from its peak and 17% year to date. If oil prices go down anymore I think it could go down in mid to low $30's. IMHO

    Sentiment: Hold

  • if market makes it that high it must mean a cut is happening. Any opinions

    Sentiment: Hold

  • They all seem to be doing so well relative to projected earning and cash flow and valuation. I guess you can't judge stocks just based on metrics.

    Sentiment: Hold

  • If ADMP doesn't get approval on injector, would have to further dilute. On the other hand there are over 450,000 thousand shares short on a stock with only about 8 million shares on the market(float). If ADMP got early approval on the injector(not expected, expected end of March, early April) the stock could triple with short covering within a week from where it is at now. This stock now is nothing but a gamble, if they do get approval on the injector they do become somewhat of an investment if they ever get their first inhaler to Phase III. This stock should be pretty dormant until March 2015 but if they have success then now is the time to buy in small lots, probably under $4. IMHO Buy with money you can afford to lose.

    Sentiment: Buy

  • it is beating the all the major averages. I don't think they will increase the dividend anytime soon. But with all the interest rate easing internationally I don''t think they will have to. At $40 it is still a 3.6% dividend. I could see FE hitting $40 if markets hold up, if not it has good dividend support. To me their biggest threat is wholesale market power prices. If they don't get rate relief it will cut into profits. IMHO

    Sentiment: Hold

  • emclu emclu Nov 13, 2014 6:25 AM Flag

    I gotta disagree with that logic. SA knows that if they did purposely lower oil prices and US fracking companies go bankrupt that when the price comes back. New companies are created with the same people and equipment but at a much lower capital structure. Now they are even more competitive. Plus American drillers are getting better each day in term of the efficiency of the production with fracking. American frackers as each day passes are also gaining cost effectiveness as pipeline infrastructure is installed. If I am SA why would I want to have to pump, process, transport and sell 20 millions barrels of crude for the same money instead of 16 million. It is much harder on equipment and transportation costs also become substantial. I think the glut of oil if there really is a glut is due to economic slowdown, better fuel efficiencies and more drilling. But I don't know. I am guessing that later this month OPEC will cut production. Just that announcement would help prices rebound even if they don't cut production. I just can't see them doing nothing after a 30% drop in crude. The other thing is that I am not even sure how much SA cares about American fracking when they see new lucrative markets like China and India and we can't export there. That being said oil may still go down. i don't know. IMHO

    Sentiment: Hold

  • emclu emclu Nov 12, 2014 6:27 PM Flag

    The Saudi's disputed a report that they were purposely dumping more crude in the US to hurt US Frackers. Wonder where oil will bottom out at. Hope it is getting close.

    Sentiment: Hold

  • Reply to

    Cmon guys and gals

    by maxgeo123 Nov 5, 2014 10:54 AM
    emclu emclu Nov 12, 2014 6:30 AM Flag

    During the financial crisis oil dropped to about $40. On Nov 24th if they announce production costs that should give a little relief. Although they announce cuts and never make them, lol. Looks like there is some long term support at about $70 but if it did go down there and stay there for awhile it would be bad news for OAS. I want to buy OAS but fear if the crude reserves go up Thursday we keep going down. IMHO this stock looks like a screaming buy at these levels for a medium or long term hold. Usually when I say that the stock tanks, lol. Everything here is about the price of crude. Good Luck to all

    Sentiment: Buy

  • I can't seem to find any info on CEO Butterfields stocl holding of Vivint. Does he have the stock in a trust or does he own any? just curious

    Sentiment: Hold

  • With the price of oil down cut the capital spending drastically until oil comes back, if it does. Keep your production capacity at about 45,000 -50,000 barrels a day. Focus on cost cutting to preserve capital which should increase their net income. They spent $437 million in capital investment last quarter. If they suspend and or cut back on investment say to about $100 million a quarter this would help with their cash position tremendously. In addition to that to stabilize the stock price announce a common stock dividend of about $1 per share which would only be about $25 million a quarter. This would be a 5% dividend at a stock price of $20 and probably something they can maintain. Their long term interest I believe is about $105 million a year. Then if WTI comes back they are still sitting there with all this leased land. The only bad thing is that if they wait on development it is possible WTI may come back quickly and then capital may cost them more if interest rate increase plus it would take more time to develop wells. This thing could go to single digits however it could also be in the $30's in December. Who knows? It's a gamble could go either way. But I think they need to pay more attention to detail in their financing and capital investment. IMHO

    Sentiment: Hold

  • With the price of oil down (may go a lot lower) and interest rates still low but probably going up you would think if there was any interest at all in large companies acquiring fracking companies like OAS they would act soon as their market values have dropped significantly. Perhaps there is no interest.

    Sentiment: Hold

  • Reply to

    bleeding money

    by benjaminfrancis67 Nov 5, 2014 8:14 PM
    emclu emclu Nov 6, 2014 6:23 PM Flag

    Is anyone making money in these?

    Sentiment: Hold

  • On their income statement they are showing a loss of $114 million for "derivative instruments". I am assuming that this is a loss on their "term" contracts that floats based on the price of WTI that has been dropping? If so this loss is really going to be bad for the 4th quarter if WTI doesn't recover? Any thoughts? This stock looks like it has an inverse reaction to the price of oil which isn't doing well.

    Sentiment: Sell

TZA
13.07-1.33(-9.24%)Dec 17 4:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.