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Cinemark Holdings Inc. Message Board

jackmaster20 3062 posts  |  Last Activity: 11 hours ago Member since: Apr 25, 2009
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  • SLB continues to look like one of the first firms to rebound from the recent crude oil panic.
    Up again today on a bad overall tape, although WTI & Brent are having a good day.

  • Reply to

    jackmaster is a dumb money cad. w/ a closed account.

    by pa61440 Jan 26, 2015 12:22 PM
    jackmaster20 jackmaster20 11 hours ago Flag

    As the price of Brent goes down, what's the first thing that nations like Iran, Iraq
    Venezuela, Nigeria, Russia and even Brazil do to help maintain their badly needed
    revenues ?

    They will do what they need to maintain their revenues.....which is to produce more
    crude oil and send that oil to market ....to maintain their national revenues.....

    More produced crude oil sold into the existing markets would normally mean lower
    prices for crude oil.......

    By the time "the traders" unwind all of their bullish crude positions where will the spot
    price of Brent be ........????

    Additional US shale production for 2015 ? Maybe not, but these US shale firms will
    produce their existing wells to pay their debt, at least. US shale crude production
    may not be reduced YOY until mid or late 2016..........

    Crude directionality is a question for every investor to answer for himself.

  • Reply to

    Raise div in 2016?

    by fredj812 Jan 16, 2015 10:40 AM
    jackmaster20 jackmaster20 15 hours ago Flag

    The off-shore day rates and rig demand has obviously changed lower since
    the last CC for ESV. They have a strong balance sheet because they run a
    conservative capital structure.

    Given that their industry has taken a large downturn, I would not look for any
    dividend increase in 2015 & not until off-shore day rates recover......cutting cap ex
    and conserving cash flow when it reasonably can sounds like prudent action
    for ESV now.

    I am long ESV but I don't require an increased dividend in the current environment
    to maintain my position and my positive long term opinion about the stocks long term
    prospects.

  • Reply to

    Cy is poised to surge higher shortly.

    by jazzylawnservice Jan 25, 2015 7:44 PM
    jackmaster20 jackmaster20 17 hours ago Flag

    SK Wilson

    Beefstu gets some type of satisfaction by showing everyone he knows
    little about investing and individual stock dynamics. I don't know why
    he continues to troll the Yahoo Finance message boards.......

    Good luck on your CY investment.

  • Reply to

    Is The New Floor @ 190?

    by tatinactin Jan 8, 2015 10:01 AM
    jackmaster20 jackmaster20 18 hours ago Flag

    The new strong financial results released this morning should move the LMT range higher
    as the the market see continued success from LMT product groups.

    Be patient and enjoy the slow steady growth of income and cap appreciation.......

  • Reply to

    Split?

    by algailpopowits Jan 23, 2015 12:42 PM
    jackmaster20 jackmaster20 18 hours ago Flag

    86 % of LMT stock is owned by institutionals who don't care what the stock price......
    they only care about total return.

    So why split the LMT stock on the CHANCE small sized retail investors MIGHT
    buy more LMT stock, net, at a price of $ 100..........???

    Leave LMT stock price as it is....no need to add volatility by attracting more skiddish
    retail investors...!!

  • jackmaster20 jackmaster20 18 hours ago Flag

    Looks like every major US defense firm stock price went down yesterday......
    so I would not say the move was based solely upon LMT prospects but rather
    due to traders selling the entire defense sector.

    Today's futures look weak, so don't look for a huge move higher in the price
    of LMT today......but LMT is performing as planned, delivery great financial results.

  • jackmaster20 by jackmaster20 18 hours ago Flag

    This morning LMT beats on revenues and beats on EPS...!
    And LMT increased the dividend payout recently.

    What's not to like about LMT as an investment...?

  • jackmaster20 jackmaster20 Jan 27, 2015 12:01 AM Flag

    ETP increased the distribution 2 cents today ..........

  • Reply to

    Kelsy, just a heads up for you

    by sbrown101750 Jan 26, 2015 3:05 PM
    jackmaster20 jackmaster20 Jan 26, 2015 11:59 PM Flag

    ETP CEO Kelsey bought Regency assets at a historic low price........good long term
    move for ETE and ETP.

    IMO no way to determine today how this deal works out for ETP unitholders long term.
    If 2/3 of the crude/natural gas sell off is complete, then maybe this deal will work out OK
    for all long term investors in ETP.

  • jackmaster20 jackmaster20 Jan 26, 2015 11:55 PM Flag

    Superbird and all others here ......

    long term ETP unit holders had real signs for quite some time that ETP was
    wanting to do a large deal as early as Fall 2014 when the Targa rumors was
    released.

    Targa wouldn't agree to what ETP offered, but that in no way meant ETP
    would quit looking for deals it thought helped its long term strategy.

    After the KMP deals and the ETP Targa reports, its not surprising to anyone
    that ETP again "did a deal" as it seems its mgmt goes every few months.

    A current ETP unit holders must ask him/herself given ETPs rapid fire deal
    making history, do you trust the CEO to continue to make deals that benefit
    your ETP positions.......today was just another of a sries of deals that ETP is
    regularly involved in. Business as usual.

    Long ETP since May 2009. Will continue to stay long ETP.

  • Reply to

    ETE stripmines equity from ETP

    by solinvictus1375 Jan 26, 2015 2:40 PM
    jackmaster20 jackmaster20 Jan 26, 2015 11:45 PM Flag

    Own ETE for the growth potential and own ETP for the bond surrogate income streams......
    simply as that.

  • Reply to

    Yep, well on it's way to $40

    by beefstu57 Jan 20, 2015 10:20 AM
    jackmaster20 jackmaster20 Jan 26, 2015 2:08 PM Flag

    Wrong again Beefstu, although i doubt you contemplated a real bearish thesis, but
    just guessed, as usual. You were even WRONG on your intra-day call/guess.

    At $ 38.40, or $ 2.50 from where you make your guess, GME is 4.1 % from the
    $ 40 target mentioned by JK. GME is UP 5.5 % since your first post on Jan 20.

    Nice call.

    When you are the board "jerk", you get zero slack from the rest of us.

  • Reply to

    fill that gap..!

    by bullish2003 Jan 17, 2015 4:21 AM
    jackmaster20 jackmaster20 Jan 26, 2015 1:58 PM Flag

    Beefstu has nothin'

  • Reply to

    TOO SPO for 2 FSPOs

    by jackmaster20 Dec 26, 2014 11:51 AM
    jackmaster20 jackmaster20 Jan 26, 2015 1:11 PM Flag

    How about we talk .......

    The cost TOO pays is set by its parent. Too is not buying this boat
    from the shipyards. The parent decides what to charge TOO for
    the FSPO based upon THEIR calculations.

    TOO needs to go back to its parent and re-negotiate the drop down
    price. Best way to solve the funding issue to is reduce the funding.

    The only '"savior" for this FSPO deal is with the ECB killing the
    long term yield curves, at least debt interest costs are lower than
    in recent or mid term memory.........doing a SPO with the current
    dividend rate for TOO is crazy.

    I would like to see TOO just hold off on this deal for now.
    The FFO for TOO is good but the price has crated & this deal
    stands in front of its recovery.......

    Regards

  • Reply to

    Dead Cat ... Revisited

    by carlos_nevin Jan 22, 2015 2:20 PM
    jackmaster20 jackmaster20 Jan 26, 2015 12:53 PM Flag

    do not ......

    Over the past few trading sessions, it looks to me that SLB is showing better
    price stability than either WTI or Brent........maybe SLB will stabilize at a higher
    level than crude ?

    SLB is mged better than global Brent......maybe "low $ 80s" is the best
    we get over the next few months/quarters for new SLB purchases..??

  • Reply to

    Crude under $45 in early trading in Singapore

    by pa61440 Jan 25, 2015 6:10 PM
    jackmaster20 jackmaster20 Jan 26, 2015 12:49 PM Flag

    Looks that SLB is now tracking somewhat different & above Brent

    I don't recall the GS Chief Equity Strategist mentioning SLB of late.........

  • Reply to

    A disgrace, n'es ce pas?

    by turnermuseum Jan 25, 2015 2:39 PM
    jackmaster20 jackmaster20 Jan 26, 2015 12:47 PM Flag

    SLB bought potentially valuable assets that currently are very cheap.

    SLB has a huge global footprint. As long as the deal is legal SLB mgmt
    will look for opportunities to grow the firm and benefit its shareholders and
    employees. Russai is only a small % of SLB focus from an entire cap-ex
    standpoint.

  • Reply to

    jackmaster is a dumb money cad. w/ a closed account.

    by pa61440 Jan 26, 2015 12:22 PM
    jackmaster20 jackmaster20 Jan 26, 2015 12:43 PM Flag

    Nice........I don't agree with your forecast and provide my reasons why Brent could go
    lower.........and YOU resort to name calling with zero new facts or reasons Brent or WTI
    goes higher

    Sad

  • jackmaster20 by jackmaster20 Jan 25, 2015 3:51 PM Flag

    I did a quick scan of SLRC's most recent 10-Q and I could not find any crude oil/natural gas debt
    originations in their list of loans .......this apears like a positive for SLRC as it seems that small
    & mid cap E&P debt has been hammered in the secondary markets over the past several months.

    One less thing to worry about regarding SLRC.

CNK
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