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 […]

Comments

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

  • 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...

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

  • 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?...

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

  • 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...

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

  • 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 ...

  • 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...

  • 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...

  • Interesting analyst ...

  • 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 ...

  • 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" ...

  • 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...

  • 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 ...

  • 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...

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

  • 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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