McDermott International Inc. (MDR)

All Comments on MDR

  • commenter
    WeeklyTA
    Aug 21 06:57 PM
    My Website
    McDermott's Wild Ride: What's Next? [view article]
    hope you're not talking about me (I'm the author). I'm not an analyst. Just presenting the facts so people can form their own opinion. Note: no position in MDR. Reply
  • commenter
    Inday Josie
    Aug 21 05:15 PM
    McDermott's Wild Ride: What's Next? [view article]
    Thanks to analysts like you who hypes a stock, MDR rose to unsustainable levels. And also thanks to analysts like you, it sank to an undeserving level recently. Your "herd" analysis is too shallow for a robust stock like MDR. This insider is buying. You just don't get it! Reply
  • commenter
    ayd
    Aug 21 11:24 AM
    My Website
    Tracking the Energy / Commodities Bounce [view article]
    I don't know how you expect anyone to take you seriously with that ridiculous picture. mad props to you for taking dbagness to the next level Reply
  • commenter
    fran
    Aug 20 09:14 AM
    McDermott's Wild Ride: What's Next? [view article]
    do you ever listen/read the earnings call or attend analyst conferences? if so, your implied questions and many comments would be answered. this industry is not one measureable by quarters, but YOY over several years. margins and backlog are significant measures. i believe you interpretation of margin performance may be in error. this industry/company is not likely to underperform long range--sweet spot some call it. Reply
  • commenter
    user 878974
    Aug 19 04:59 PM
    My Website
    McDermott's Wild Ride: What's Next? [view article]
    Actually MDR operating margin is the highest in the infrastructure space. FLR, FWLT, JEC, and lowly SGR are less than 10% and mostly a lot lower. MDR's power division actually had a 15% margin. Reply
  • commenter
    Blue collar
    guy
    Aug 12 08:45 PM
    Wall Street Breakfast: Must-Know News [view article]
    For David Wright....
    What evidence to you speak of regarding commodities reversing direction lately, I'd like to smoke that pipe for awhile if I can find it-at least the high flyers of the last half yr or so, i.e. POT, MTL, MOS etc.

    See Eli remarks above "Gold, platinum, and silver hit 7-month lows on concerns of reduced demand for raw materials. Commodities descend Monday into bear territory, with S&P's GSCI index off 22% from its July 3 highs.     Reply
  • commenter
    Blue collar
    guy
    Aug 12 08:39 PM
    Wall Street Breakfast: Must-Know News [view article]
    Oh my God......(prayerfully) if someone would only take care of Mr. Billy Mays....you know ...promote him or sumthin, anything but get his voice and manner off the TV ....PULEEEEEEESE! Reply
  • commenter
    jimsep
    Aug 12 06:24 PM
    McDermott International, Inc. Q2 2008 Earnings Call Transcript [view article]
    By the way , the conference call was nothing but a lot of gibberish. Reply
  • commenter
    jimsep
    Aug 12 06:22 PM
    McDermott International, Inc. Q2 2008 Earnings Call Transcript [view article]
    Why do analysts always ask if the company will buy back its stock?

    If they think the stock is cheap why don't they persuade their clients to buy it, or have the totally lost the ability to do that?.

    I always thought it was the company's business to maximize profits.
    Now we seem to be in a mantra of companies trying to support their stock by buying it for the corporation.

    By the way has anyone else noticed that it doesn't work all that well ?     Reply
  • commenter
    User 89291
    Aug 12 12:22 PM
    Wall Street Breakfast: Must-Know News [view article]
    This is a great way to get a comprehensive view of the market AND we don't have to listen to "Billy Mays" try to sell us anything!
    Thanks!     Reply
  • commenter
    David White
    Aug 12 11:07 AM
    Wall Street Breakfast: Must-Know News [view article]
    LDK, which has been extremely conservative lately, lifted its full year revenue guidance by about 50%. This probably translates into more than the current 20% run up in the price. You also want to consider that all of the solar stocks were recently hit by the commodities downturn. They are all likely very near short term lows, barring a big downturn in the overall markets. Most solars have significant room to move upward. Reply
  • commenter
    David White
    Aug 12 10:53 AM
    Wall Street Breakfast: Must-Know News [view article]
    LDK has reported sequential EPS growth in each of the last 5 quarters. It seems a good bet that this will continue next quarter. Reply
  • commenter
    David White
    Aug 12 10:47 AM
    Wall Street Breakfast: Must-Know News [view article]
    SOL is in relatively the same market space as LDK. It should report great numbers also. The numbers may not be quite as good as LDK, but they should still be great. Reply
  • commenter
    David White
    Aug 12 10:37 AM
    Wall Street Breakfast: Must-Know News [view article]
    I should note that LDK's current PE went to about $39/$2.55 = 15.29 on the basis of this quarter's earnings. If next quarter is at all a repeat of this quarter, this number should go down considerably further. Assuming $1.29 EPS next quarter (which may be an underestimate???), LDK would have earned $3.47 in its most recent 4 quarters. This would translate into a PE of $39/$3.47 = 11.24. Is the stock under valued for a high growth stock? It would appear that it is. Reply
  • commenter
    David White
    Aug 12 10:25 AM
    Wall Street Breakfast: Must-Know News [view article]
    The item above on JASO is slightly misleading. Excluding one time factors. The EPS on JASO were $.15 (at analysts estimates) or $.14 on a fully diluted basis. This was a large improvement over last year. In addition guidance for the year was unchanged. This is actually very positive. It means that the future quarters this year must be expected to be great to make up for this one time item. In effect this is a raise in guidance for the rest of this year.

    How are solar stocks going to do in the short term from here? I think they are still likely to go up fairly dramatically, barring a huge short term overall market correction. CSIQ reports Wed. They pre-announced. Their earnings will be fantastic. When their early announcement is confirmed by audited results, CSIQ should go up considerably. It should also tend to lift other solar stocks. Further a number of saolar stocks are due to report next week. These should also report great results. This should push solar stock prices up further. TSL reports 8/18/2008. SOL reports 8/19/2008. SOLF reports 8/27/08. It is in the same market sector as CSIQ, so it should also do great. Barring a big market downturn, I am expecting the solar stock prices to rise for the next two weeks or more.

    The commodities prices seem to be easing, stopping, or reversing their latest decline. This should also help solar stocks. Bespoke group today cited evidence that the US dollar is overbought. A temporary correction downward in the US dollar should buoy commodity stocks temporarily. This should again help the solar stocks to move upward.     Reply

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