Topic Archives: Seadrill (SDRL)

All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]

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 […]

This article was originally published on November 13, 2013. The ad is circulating again and generating questions from readers, so we’re re-running it for you — the ad is still largely unchanged, and the three “secret” companies are still the same. The largest, FANUY, has matched the S&P with a 9% gain since the article […]

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… […]

Hi Just wondering your thoughts on Seadrill? Is it too early to buy or do you think this is the bottom? I know how much you like Seadrill and now the divy is 12%?? Just wondering if you think this is over sold or going into 20’s just your opinion Thanks

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 […]

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Tim Eriksen of Eriksen Capital Management also presented at the Value Investing Congress a year ago, and his idea (Internet Bancorp, INBK) seemed pretty interesting at the time. It […]

Travis, I’ve seen several articles lately on Seadrill and they range from buy to avoid.  Please provide a little unbiased information on this company.

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 […]

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 […]

I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]

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    Well, the Oxford Club's 25% trailing loss is only one of several criteria they adhere to. Overall, this works for them/...

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    I would surmise that RAYTHEON (RTN), Kratos Defense (KTOS), Checkpoint Software (CHKP), and (CSCO) are on his list. Oth...

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    I believe the company is Fortinet FTNT....

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