Near term (2015) what prospects does NADL have to contract with other E&P firms in other
arctic or HE locations. HE or arctic drilling plays are the most expensive projects in global
E&P. Several major IOCs have announced large reductions in their 2015 cap ex budgets.
Existing drilling programs will be completed, but I think new drilling programs in the arctic
will be put on hold in 2015 & maybe for 2016.......
my point is ......I think maybe SLB price action is decoupling from the crude price trends
not as much beta....maybe a little more alpha
I am in the "oil patch" looking for good values on strong
firms for long term time frames....like "until I die" time
frame. Then I hope the wife holds SLB until she dies........
I have owned COP since May 2009.
I like the OXY new(ish) CEO, but not in the stock.
Bought more ESV this week.
Still watching PSX......has that horse left the barn..?
Crude up 8 % on the last day of the month......will have to
see if the crude market stabilize at these levels or give up
this week's gains ......if crude drops next week, then SLB
will ease too.
I oftentimes will enter a position with 20 % additions at
a time until I feel fully committed to the idea......buying
anything is always tricky, or else everyone would be
IMO, you gotta be in small caps and EM/frontier equities
for long term organic growth. Bought my first EM mutual
fund in 1986.
Thinking US E&P debt buying maybe in mid 2015, but
not now. I think there is an opportunity in Greek govt
bonds later this Winter/Spring
SYNA moved higher all day long .....on a pretty weak day for the overall market....and
tech/chips as well.
I think the results and the CC comments have pushed the shorts out of SYNA for now.
Let's see SYNA keep trending in the same direction next week......
That's good "boots on the ground" info you provide. Thanks for the follow up
details on the products made at your Tucson neighboring BEAV plant. ........
I hope your Tucson neighbors are making good OT wages at BEAV as
this should help your local economy too..
If that plant is working 112 hours pr week to fill orders, then hopefully these
activities should drop down to increased revenues and EBITA in 2015....
I have to agree with M#1, the new CEO is sand bagging the forecast for his first year.
Barring a major mishap, he will beat 20 % easily. They announce a dividend raise
in Dec 2015 as well.........maybe $ 1.00 annually for 2016.
Regards to you ........
Now that the last "mixed Mco/SCo" BEAV earnings report is out of the way
(fairly weak) investors can begin to focus on the "new BEAV" performance and
revitalized stock performance. As noted by BB63, BEAV will begin its first
dividend in 2015.
IMO, BEAV will do more than $ 3.25 for EPS in 2015. The new CEO & CFO
are setting a low bar for their first year in charge.......watch for an specialty
bolt-on aero parts/systems acquisition in the later half of 2015.
Yesterday morning's drop and subsequent rebound shows that the market sees
that BEAV is better than the 2014 edition. I wanted a low $ 50 price for BEAV, but
that might not be available .......
The real fun for BEAV and its shareholders begins now.
By Dec 2015, all anger May 2014 "old BEAV" shareholders will see how this
"new BEAV" makes more returns for them .......
Good luck to all who hold the MCo shares.
I still can't figure out how SCo make profits in the next 3 years........who cares.
Any comments as to the comparative future stock prospects of SPR and BEAV.
Both manufacture major commercial jet systems, one structural and the other interiors.
BEAV just announced its first dividend of 75 cent for 2015.
Any opinions would be appreciated.
Hope to see SYNA hold this move higher and continue strong next week .....maybe this good quarterly
including the new acquisition will make the shorts see that SYNA can deliver on its plan.
$ 74 at the open is a nice move..........hope it can be sustained....
MCD needs to invest in modernized new employee training systems
or the examples that are highlighted here will kill the firm in a matter
Many customers with bad prior experiences at MCD will simply go
to the many option available to buy burgers....
....why doesn't MCD corporate see they are not special, but rather
they need to compete with the several regional higher quality burger
shops that are stealing their core business by the day.
Except for a select few, the McDonald's brand is now a "Laughing
Stock" in the fast food segment....
IMO, MCD margins are so impressed now, to be the low price leader in the USA......that
franchise owners have little extra cash flows to recruit and train new employees......the
franchisees appear to be hiring lowest cost workers and they don't seem to train...therefore
MCD dining experience has fallen off a cliff.......
People and food make the business, McDonald's needs to help their franchisees upgrade
both of these important aspects of their business or they will continue to be killed in the
BTW, 50 years ago when I got my first W-2 job, I was pretty useless.....I needed guidance
and direction....I couldn't be left on my own.....the same with the current MCD first time
employees, they need training, direction and mentoring.
Although RTN may not have posted the best results ...IMO they are the leader in foreign sales expansion
and they still have many 'must have" systems that the Mid East nations will want to buy over the next several
I am not giving up on RTN just yet....and would like to buy RTN under $ 90 if there is an overall market
On 2nd thought, I think that ROST will continue to build out the dd's Discount store
They now have about 50 stores in the SE and plan to open 500...probably in most
US urban cities. This market could be $$$$ for ROST if they can stay abreast
of the changing urban tastes and styles ......there is only one small competitor in
this segment, as far as I can tell.