Topic Archives: Seadrill (SDRL)

SDRL

Hi Travis, I’ve read your column for probably 5 years at least, perhaps longer. I respect your fundamental analysis (I’m more a tech trader). My question is a valuation one on SDRL…I know you have owned it in the past and I was trying to figure out if there is a margin of safety in […]

Friday File: VIC Impressions, Altius, Seadrill and “How to make Netflix pay YOU ‘Internet Royalties’ for EVERY movie it rents”

I always get a lot of food for thought when I go to the Value Investing Congress, so I’ve got a teaser solution and some updates for your Friday File enjoyment but I thought I’d start with some musing about the Congress ideas that percolated to the top for me on the train ride home… […]

SDRL thoughts

First, I salute your business model; when I first found $G, I was pleased to subscribe, I consider it an investing rosetta stone. I am an emeritus chemistry professor and have been learning the ropes of the stock market for the last two years. During that time I invested in SDRL and continued to purchase […]

Drillers and Pumpers

We’re sharing another “Thoughts from Myron” piece this week as well, so I’ll keep my Friday comments a little briefer than usual. You can catch that latest piece from Myron here, hopefully you’ll find the different perspective he brings to be useful or illuminating in some way. I had Seadrill on the mind earlier this […]

Full Steam Ahead

Seadrill (SDRL) is still cooking away — our favorite deepwater drilling company continues to tinker with its portfolio and book new deals for its growing fleet of floaters and jack-ups, and the prices continue to be very high. Oh … and, as expected, they raised the dividend again. So even though the shares are up […]

Comments

  • I was looking for offshore driller stocks and found this one. Didn't know any background so bought RIG instead. Rode it ...

  • Travis Johnson, Stock Gumshoe

    Seadrill was a stock I wrote about a lot back in 2006-2008, but they certainly did fall on hard times, fueled by the mas...

  • I had so many they are too long to list. Fortunately I've been able to pull off some impressive gains, and tried to loo...

  • Travis Johnson, Stock Gumshoe

    I have not looked at Seadrill in detail recently, but the shale revolution and the drop in oil prices effectively scuttl...

  • sogiam

    Europe launches new fast approval scheme for promising drugs via @YahooNews http://news.yahoo.com/europe-launches-fast...

  • Like SEADRILL for longterm holds and puts. Wonder what Bionic Surgeon will do the next 6-8 Months?...

  • Travis Johnson, Stock Gumshoe

    I haven't looked at Seadrill recently, but they do also have substantial leverage challenges -- and we all assumed that ...

  • Travis Johnson, Stock Gumshoe

    Certainly a possibility, though not nearly as levered as Seadrill was pre-cut. Then again, SDRL didn't have to suspend t...

  • The concept of Dividend Cuts needs to be discussed here, especially by Travis. Already several companies have felt the ...

  • Seadrill got hit real hard today, harder than 2008. Can you give us an update on your thoughts?...

  • talk about turkeys, how's your favorite SeaDrill doing?...

  • What is your opinion of Seadrill in your collection of driller?...

  • I'm watching a number of these as well. First, there are reports that Saudi Arabia won't cut production and may want to ...

  • Also wondering you think of the offshore drillers such as Seadrill (SDrL) and Transocean (RIG) ... They look dirt cheap ...

  • Great commentary Travis. You are definitely not off your meds. The up and down nature of the stock market sure makes li...

  • Altius and Seadrill? I wouldn't touch either stock. Great way to lose money. Buy Alibaba instead....

  • buying seadrill still adding to position when not thinking of selling have a drip when price is lower smile with extra s...

  • DBMD

    It may not be a good time for Seadrill and other ocean rigs, as the fracking business yields enough oil without the envi...

  • Travis Johnson, Stock Gumshoe

    My last look at Seadrill had me thinking the stock should trade in the $35-40 range until we get an idea of whether day ...

  • Travis Johnson, Stock Gumshoe

    When that ad started running it was teasing Seadrill (which I owned then and still own) -- most likely the ad is unchang...

  • Have been buying Seadrill for the past week as it falls, including on January 30th around $37.25, as I consider this pri...

  • etopicbrain

    Barclay's thinks Seadrill (SDRL) could plunge 52% this year. Doesn't sound right. http://on.barrons.com/1mV47WS...

  • we sold out Seadrill c18 months ago. I am just a coward...

  • Travis Johnson, Stock Gumshoe

    Interesting analyst ...

  • Travis Johnson, Stock Gumshoe

    Seadrill is still a major holding of mine at close to a 5% portfolio position, and I'm still reinvesting dividends, so I...

  • 3 months ago you wrote this and liked seadrill better than DO or RIG - I checked - in the last 3 mos Sdrl is up 10% RIG ...

  • Travis Johnson, Stock Gumshoe

    I think they're as motivated by strategic needs to increase production as they are by profit, which might work out well ...

  • I'm in seadrill and not convinced of any reason to move. Thank you, Travis, For all you give...

  • Have been into Seadrill for a year. I like the dividend but not the fluctuation. I believe that a bunch of "traders" ...

  • Travis Johnson, Stock Gumshoe

    Lots of overcapacity in both bulker (golden ocean) and tanker businesses right now, from what I can tell -- and since Sh...

  • Seadrill stock is extremely overbought at these levels. If you really like this stock I would definitely consider sellin...

  • Travis Johnson, Stock Gumshoe

    True enough -- He is indeed focused on generating cash returns for himself to pour into his next great idea (or spend on...

  • I too have have benefited from my Seadrill holding -- up about 20% (including re-investment of dividends) since November...

  • Cabot is a serious box and Seadrill is in their reco. list for a while now (Cabot Energy). Cabot Energy is very prudent ...

  • Travis Johnson, Stock Gumshoe

    Sorry, shouldn't have used the specific term "free cash flow" -- Seadrill is effectively run similarly to a MLP, with a ...

  • Some observations regarding Seadrill. The company does not generate free cash flow and hasn't generated in the past 5 ye...

  • Granted I'm not nearly as experienced as yourself, Travis (wow that's an understatement) but I'm having a little trouble...

  • Travis Johnson, Stock Gumshoe

    Extremely new, I see -- first drillship was delivered in August. I like the drillship deepwater focus, and analysts exp...

  • Travis Johnson, Stock Gumshoe

    Wow, I misspoke for a while this morning -- while I was busy writing about Seadrill, Africa Oil took over as my second l...

  • There was a negative analyst's blog over the weekend questioning Seadrill's ability to sustain the dividend, given the s...

  • If Seabras becomes an IPO it could be a little field goal kicker for Seadrill. I like IPOs that get priced at the top o...

  • Travis, After reading your post that included SeaDrill (SDRL), I purchaed some myself with the recent drop in price. SDR...

  • I've owned Golar since 2007 in my IRA, where it has doubled in that period. I am considering the MLP spinoff, large...

  • I'm a Motley Fool subscriber and I believe your thinkolator is correct here. Regarding Seadrill, see this extensiv...

  • After today's article on Petroleum drilling/equipment companies, I thought the following info would be helpful to your r...

  • I've owned Seadrill for a few years now, and their dividend makes a huge difference in my opinion. I don't kn...

  • Superior article on Seadrill, Travis....I love your indepth analysis and commentary. The only other advisory to which...

  • Looking at Seadrill from a technical standpoint,it has been downtrending for the past five years! Looks to me like a goo...

  • Excellent point, should have included his ownership above. Yes, I often find it helpful to follow big investors -- thou...

  • Good article i cannot find a div on seadrill. Would you buy after runup? Reply pls to bdono_18905@msn.com Tks...

  • I'd seriously consider doubling down on Seadrill if the fundamentals are as you say. The chart has good support at 54 Kr...

  • Human? I resemble that remark! Thanks David. I agree on Seadrill, but for Fredriksen followers you might note ...

  • Thanks, Travis, for your most recent comments. Yours is a good Website because you are human like the rest of us. Al...

  • OSG Leases in ships that they operate or sublease, they don't lease them out to other operators as far as I know, and I ...

  • Travis, Why not look at OSG. It owns and leases vessels, including several of SeaDrills rigs to SeaDrill, Frontline, e...

  • I will not pour salt in the SeaDrill wound. I'm on record many places saying supply is in control and cash is king. De...

  • Seadrill is taking a beating with the falling oil prices and worries about the economy, though I still think this is a c...

  • I'm seeing Seadrill at $24.45 on Yahoo today, although I'm never sure about the accuracy of their charts for this stock....

  • No big news from earnings this time out -- the fact that they have had preliminary discussions with Pride doesn't seem t...

  • Nice upgrade for Seadrill today, from Nordea Markets. Here's the excerpt: "Nordea Markets analyst Ingolf Gillesdal u...

  • What is the symbol for Seadrill?...

  • All his info on Seadrill is on the Irregulars site. Well worth the $4.50 a month....

  • Travis- quick question, what do you sea (pun intended)in Seadrill? Every time you mention it I look at it but don't see ...

  • Just FYI, there was an interesting little writeup on Seadrill earlier this week from a SeekingAlpha author -- he calls i...

  • How come when I look at the Seadrill charts it says 28.00 on the pink sheets and when I look at the Oslo listing it says...

  • This comment has nothing to do with Seadrill. Have you seen today's green chip stock tease about energy from the oceans?...

  • Thanks Steven. Appreciate the perspective -- I don't generally worry personally about uptrends or downtrends in making ...

  • Oops-----never mind-----found them Seadrill & Hangfeng ever=====...

  • SDRLF is the pink sheet symbol for Seadrill, the price is only updated once per day. To get an accurate price, you woul...

  • How do I buy Seadrill? The stock (under SDRLF?) showed no movement yesterday, and when I tried to place an order through...

  • When I did my research awhile back I ended up buying DO. I thought I made a killing when I sold at $114. Never thought ...

  • Thanks Mark. I suppose there's always a chance that a large institutional shareholder could be forced to sell and bring...

  • More of a question than a comment: I notice that according to the May 06, 2008 list of Seadrill'slargest shareholders, ...

  • Well, interesting timing -- two brokers downgraded Seadrill overnight in the time since I released this note. Hande...

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