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Telefónica, S.A Message Board

jackmaster20 733 posts  |  Last Activity: 13 hours ago Member since: Apr 25, 2009
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  • 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.

  • Reply to

    Stock remains under pressure:

    by doddleon Dec 26, 2014 12:55 PM
    jackmaster20 jackmaster20 14 hours ago Flag

    If there is anyone who would know about requesting and
    receiving psychiatric medications...it certainly would be you
    Beefstu.....

    You continually spew rude and irrelevant posts all over
    the Yahoo Finance message board....thinking you possess
    some sort of knowledge regarding security investing
    which makes you somehow superior to the rest of the
    investors here. Truly & consistently delusional.

    I think you might need a new doctor........in the meantime
    stop bothering people.

  • Reply to

    A disgrace, n'es ce pas?

    by turnermuseum 14 hours ago
    jackmaster20 jackmaster20 14 hours ago Flag

    If you think SLB has a plot to assist Russia .......
    Then sell all your SLB shares....its as easy as that.

    BTW is think your idea is mildly crazy.

  • Reply to

    Recent data from Jefferies

    by jackmaster20 Jan 20, 2015 12:17 PM
    jackmaster20 jackmaster20 Jan 24, 2015 1:51 PM Flag

    agn

    I don't think Europe will help TJX until late 2016, at the earliest.

    Not familiar with Winners/Home Sense....I infer they are Canadian only retailers.
    Canadian currency moves of late will kill Canadian generated Q1 2015 profits as
    they are returned back into US dollars.

    Maybe Rost turns the best Deedee's locations into Ross Stores......?

    I wish TJX would KISS and just biuld out the US business model.

    Thanks for your post ...........

  • Reply to

    earnings miss

    by retailbaloon Aug 21, 2014 7:33 AM
    jackmaster20 jackmaster20 Jan 24, 2015 1:36 PM Flag

    With the benefit of hindsight, that was a terrible call .........where will DLTR be next August...?

  • Reply to

    DOLLAR TREE is like coming down from heroin.

    by juliadylci8 Jan 22, 2015 12:26 PM
    jackmaster20 jackmaster20 Jan 24, 2015 1:33 PM Flag

    IMO the next catalyst for DLTR will be a reduction in its cost of goods sold due to the strong
    US dollar vs the Asian currencies.... this will help margins and inventory carrying costs
    going forward.

  • Reply to

    anyone in ny shop at DLTR?

    by sick_ofthe_system Jan 22, 2015 5:26 PM
    jackmaster20 jackmaster20 Jan 24, 2015 1:30 PM Flag

    Not that way here in the upper Midwest ......most items still a buck.

    After the Family Dollar close.....I am a buyer of DLTR on transient stock price weakness.

  • jackmaster20 by jackmaster20 Jan 24, 2015 1:29 PM Flag

    IMO, DLTR is a top US retailer. everything is cheap and everything in the stores is imported .....

    As the US dollar strengthens vs most all Asian currencies in 2015, this will DLTR cost of goods
    much lower in 2015....and earnings & margins should enjoy nice improvements.

    The Dollar Tree purchase of Family Dollar could not have occurred at a better time for DLTR...!
    Dollar Tree will add scale for buying power, improve margins at Family Dollar and gain the 2015
    currency benefit....all at the same time....!

    In 2015 my only wish is for the stock price of DLTR to temporarily drop, so I can buy additional
    shares at a good value of this strong US discount retailer. A trailing P/E of 20 1/4 is high.

    Maybe I could pick up more shares under $ 65..........later this year.

  • Reply to

    Dead Cat ... Revisited

    by carlos_nevin Jan 22, 2015 2:20 PM
    jackmaster20 jackmaster20 Jan 23, 2015 2:17 PM Flag

    Carlos

    Again, Just my opinion, but I feel that if Brent finds a new equilibrium in the
    $ 40 to $ 65 range, for instance, that E&P firms will continue to demand high
    tech, value adding service corps just like SLB.

    Over time SLB has the products and service that can lower production and
    exploration costs, thus allowing firms to make profits if a "new lower level for
    Brent" is here to stay, for an extended period of time.

    Already SLB mgmt has shown that it will act to maintain its profitability in a
    lower Brent environment......this current SLB CEO will not accept operational
    or financial under-performance. I want to invest alongside this type of mger.

    Regards

  • Reply to

    Dead Cat ... Revisited

    by carlos_nevin Jan 22, 2015 2:20 PM
    jackmaster20 jackmaster20 Jan 22, 2015 9:55 PM Flag

    Carlos

    SLB price action seems to be more resilient than spot Brent....its Best of Breed in their sector.

    IMO, if SLB goes to $ 60 as you post, where does that put spot Brent...?
    $ 35 per barrel...?

    More lay-off will be bullish for the SLB stock price............

  • jackmaster20 jackmaster20 Jan 22, 2015 9:52 PM Flag

    pa

    The King of Saudi Arabia died this evening....there will be no
    changes in the current Saudi crude strategy for the next several
    weeks at least.

    Global crude price is a supply AND a demand proposition with both
    OPEC and non-OPEC producers delivering their exports when
    CHINA is NOT demanding their usual additional marginal barrels
    of crude, which the markets have grown accustom to seeing for
    the last 15 years.

    Traders neither produce or demand crude. They simply provide
    liquidity, logistics & storage for the global markets. Traders do
    not direct Brent or WTI pricing.

    $45....$ 44 .....$ 40.....$ 35.....$ 25 ...who knows where Brent will
    settle....! No one knows what the Saudis are thinking or when a
    rogue exporting nation will decide to give-in to the Saudi's
    commanding 16 % of global crude production capacity.
    When the Saudis decide to make a move, that will be when/where
    we will see a bottom in Brent.

  • jackmaster20 jackmaster20 Jan 22, 2015 12:52 PM Flag

    LOL, pa61440

    Is Brent going to reverse now....fighting a stronger US dollar and
    the Kingdom of Saudi Arabia production .......???

    Looks like the market is saying the Brent reversal has run its course.

  • jackmaster20 jackmaster20 Jan 21, 2015 2:23 PM Flag

    I, for one, am still here ...........the end of this week and next could be full of volatility as investors react
    to the news of the actions of the ECB which will be announced early tomorrow morning.

  • Reply to

    Nobody knows

    by brauwert Jan 21, 2015 1:37 PM
    jackmaster20 jackmaster20 Jan 21, 2015 2:21 PM Flag

    Not ready to say the Saudis have blinked just yet ......... no real increase in global demand and no
    signs yet of a production cut by anyone.

    Crude could be moving around this week because the US dollar is moving around in anticipation of
    the ECB announcement tomorrow morning .......

    But as you say ...............nobody knows.......just yet, so I'm still "out".

  • Reply to

    NADL rigs

    by hjeffer846x Jan 20, 2015 10:51 PM
    jackmaster20 jackmaster20 Jan 21, 2015 2:13 PM Flag

    hjeffer846x

    Thanks for your posts today ..........from what I know of the StatOil deal, StatOil contracted the
    West Epsilon jack up with the plan to receive the consent approvals that were in the news today.

    The additional consent to drill in section 15/3-A-14 provides West Epsilon with the expected
    opportunity to drill until December 2016, as the initial drilling contract states.

    I agree with "Apples"........ this is not a new drilling contract, but rather provides better visibility
    that West Epsilon has drilling work until December 2016.

    Glad NADL gets assurance that West Epsilon will earn until Dec 2016....!

  • Reply to

    forget barrons serious selling in after hours

    by idpatton01 Jan 20, 2015 4:55 PM
    jackmaster20 jackmaster20 Jan 20, 2015 9:54 PM Flag

    igurumo ........

    Even if idpatton01 is short.....what does it matter...!!

    Every investor is allowed to have the opinion that he feels will generate profits
    on his behalf.

    IMO.....all respectful investors......both longs and shorts, should be welcome
    to share their investment opinions and theroies about any stock.

    No one should have to apologize for owning a short position or opinion on any stock.

  • Reply to

    Started my position in PACD today at 3.51

    by donutgoat Jan 12, 2015 7:34 PM
    jackmaster20 jackmaster20 Jan 20, 2015 9:49 PM Flag

    Gas

    How many of those 210 off-shore rigs that you mention are
    7th generation UDW high spec, carrying pressure and heat management drilling systems on floating GPS controlled
    drill-ships.

    I say not as many as you think.

    The future is definitely not bright now, but not as dark as
    you may think in 18 months. PACD will survive this market
    slump. "Dropping its drawers" in early 2015 only makes it more difficult in early 2016......

    PACD bankers know the quality and desirability of their
    drill-ships. The current day rate drop is only "relatively
    transient" for PACD's sleeve of the off-shore drilling sector.

  • Reply to

    Rig Count

    by pedrobaldaia Jan 16, 2015 1:22 PM
    jackmaster20 jackmaster20 Jan 20, 2015 9:38 PM Flag

    Thank you for your reply.

    As an investor in PACD, net global floater availability is more specific for my
    2015 decision making than overall rig count.

    If global floater supply contacts while spot Brent remains under $ 50 into
    2016, I still think NOCs & IOCs will break down and contract UDW drilling assets
    with an eye on their long term reserve replacement strategic plans, no matter of
    the spot Brent price.

    In this case 2 separate energy markets will be at work. Short term spot
    Brent prices and global high spec UDW drilling day rates trends.

    Regards.

  • jackmaster20 jackmaster20 Jan 20, 2015 9:26 PM Flag

    As long as Meltem does not go north of Brazil......its no closer to
    the USGOM than it is to Nigeria or to central or South America
    off-shore plays.

    To say Meltem is headed for the USGOM is overally presumptive
    at this time.

    Also I have read nothing saying PBR is on hold via internal directive
    of Govt edict. One of the largest NOC on earth can conduct
    investigations and continue off-shore E&P planning & decision
    making. IMO, signing with PACD would be a sign of lawful business practice at PBR.

  • Reply to

    Russia?

    by phil_w40 Jan 20, 2015 12:17 PM
    jackmaster20 jackmaster20 Jan 20, 2015 9:16 PM Flag

    Now, yes
    In 10 years, probably a "slam dunk" given the discounted price SLB paid to enter EAD, Inc.
    Smart move SLB mgmt.

    SLB is long term.

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