ikkyu2’s Activity

Mon Sep 15

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 9:34 PM

Seadrill: stupid cheap again

ElCid, those were the same arguments that I was hearing 3 months ago.  At that time, there were some rigs coming off contract and some brand new rigs coming out of the build yards that SDRL hasn't contracted.

[more]

Blog Post

ikkyu2 added a blog post. 1:15 PM

Seadrill: stupid cheap again

SDRL became stupid cheap again.  As far as I can tell nothing has materially changed since my analyses a few months ago.  It hit 40 and change two months ago, a 52 week high; now it's 29 and change.  Same stock. [more]

Sat Aug 30

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 6:41 PM

Two Thousand

Well heck, if I were going to live forever, I'd feel that way too, NYA.

Thu Aug 28

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 9:01 PM

Two Thousand

So you see a 5% upside from here, awallejr?  Are you really committing cash at this time to that particular bet?

Tue Aug 26

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 8:19 PM

Two Thousand

We'll see what happens when the hedgies get back to work after Labor day!

Mon Aug 25

Blog Post

ikkyu2 added a blog post. 11:29 PM

Two Thousand

Those of you who await with bated breaths my next miscellaneous ramblings in this space - yes, all zero of you - will recall a prediction I made about 7 months ago.  The prediction was that before the S+P closes above 2000, it [more]

Fri Jun 27

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 1:53 PM

Seadrill: update 2

It's definitely just a 15 min delay awallejr, I also am subject to it when commenting on main-site articles, I think that everybody is.  I thought they'd banned me too when it first got turned on, but nope.

[more]

Blog Comment

ikkyu2 commented on 4percent's blog post. 1:46 PM

Procter & Gamble Dividend Safety Analysis: A Guaranteed 3% Return

Another way of looking at this is Proctor's current price for debt.  Because it is heavily indebted, it is financing its dividend, while its major brands are all losing market share, many to its main competitors

[more]

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 1:43 PM

How the economy is doing

Hi Meg!

I think gold can be a lot of things, but never an investment.  An investment can do something called 'organic growth.'  If I invest in Chipotle and they have 6000 restaurants, and next year

[more]

Wed Jun 25

Blog Post

ikkyu2 added a blog post. 12:41 PM

How the economy is doing

Well, Operation Twist, also known as Quantitative Easing Three, was a great success.  $85 billion a month was "injected" into the capital markets - mainly mortgage markets - and a great deal of worthless paper was [more]

Tue Jun 24

Blog Comment

ikkyu2 commented on TMFPostOfTheDay's blog post. 9:29 PM

Avoiding Investing Trolls

Your points are well taken, especially the ones about the yield hog troll.  I remember New Century and Novastar Financial in 2006.  They were hyped to the rooftops.  They could not but make money.  New Century

[more]

Blog Post

ikkyu2 added a blog post. 9:21 PM

Seadrill: update 2

I have had a 16% gain on Seadrill since I bought it 6 weeks ago.  I was betting they would make the dividend, and they did - and I made a huge bet; I was tiring of standing idle at the sideline so I put half my cash into it, [more]

Mon Jun 23

Blog Comment

ikkyu2 commented on awallejr's blog post. 11:00 PM

My Swan Song

Sorry to hear it.  I just cleared a nice five figures in the last month thanks to your pointing me towards Seadrill.  I was happy that it was a CAPS recommendation.  But this place is sort of a ghost town these

[more]

Blog Comment

ikkyu2 commented on JeffryClarke's blog post. 1:01 PM

Peter Lynch Would Love Barrett Business Services (BBSI); You Should Too

The potential addressable market for the PEO industry is huge.

It is, but California and Oregon are compulsory states.  Every employer that has an employee is already buying comp from

[more]

Wed Jun 18

Blog Comment

ikkyu2 commented on TMFPencils's blog post. 10:25 AM

Thank You, Dad.

Congratulations and mazel tov!  I have enjoyed watching your journey and I am sure bigger and better things are around the corner.  Enjoy these times, they are the ones that really count.

Tue Jun 3

Blog Post

ikkyu2 added a blog post. 1:59 AM

Reminder

As you recall, my prediction in this space was that the S+P would see 1920; and that then, it would close under 1500 before it closed above 2000.S+P close today was 1924.  I'm sticking by this one. [more]

CAPS Stats & Trivia

CAPS Player Rating 99.15
Player Rank 642 out of 75038
Score 3006.17
Score Change Today -20.20
Accuracy 73.78%
Active Picks 141
Total Picks 704
Best Pick CMG (+717.32)
Worst Pick LULU (-260.75)
Average Score per Pick 4.27
Charms Earned 16
Highest Rated Favorite TMFBabo
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Boards Stats & Trivia

CAPS All Star
Board Posts 28
Recs Received 24
People who have rec'd these posts 21
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Threads Started 7
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Very First Post How to manage your picks (8/6/2007)
Percentage of Posts Rec'd 42.86 %
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