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Mahesh_fan
Hero Username: Mahesh_fan
Post Number: 10819 Registered: 09-2010 Posted From: 23.31.137.221
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 10:47 pm: |
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buffet exxon shares konnadu ..4.35b peti |
   
Vjawarrior
Hero Username: Vjawarrior
Post Number: 11989 Registered: 02-2011 Posted From: 50.167.10.86
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 10:41 pm: |
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Bangarappa: ArcelorMittal, Peabody, BHP Billiton, and a few others I bought -- were entirely bought after reading this book. Inka dheniki minchi inka emi seppalenu... time will tell what I'm really all about I suppose.
entha profit ayaru meeru....picks ettandi....i opened another thread for u Naakonchem tikkundi...kaani daanikoka lekkundi... |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 667 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 10:35 pm: |
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Pipeline:we are celebrating one of the disastrous deals we made recently.
thanks for the advice vuncle -- i totally understand where you are coming from. I think it is a reasonable outlook. Fortunately, ippatiki dhaka naku losses emi levu. anni gains. naku thope feeling oka sinna circle lo vuntadi. i am proud to say i have never speculated before -- i don't use hope or prayers as a strategy. I am also proud to say I am a pessimist and a very cynical person. I believe these factors allow me to buy very cautiously and judiciously. naa chootu andaru TESLA ani naku telisina valu arisey appudu I was the only guy in my circle who found boring companies in totally unrelated sectors like BHP Billiton, Peabody Energy, ArcelorMittal -- going against the tide helped, as these have netted me some very satisfactory paper gains till date. By the way, meeku idhi oka consolation ga vuntadi ani septunanu. Naku oka telisina manshi $70,000 loss loki elladu. India lo oka telisina family suicide commit chesukunaru, because of massive market losses. Asalu aa story vintene edupu vochidi, because it is so depressing to hear how it affected their children. So I know exactly how badly the market can bite. I thank Warren Buffett for bringing "The Intelligent Investor" to my attention. ArcelorMittal, Peabody, BHP Billiton, and a few others I bought -- were entirely bought after reading this book. Inka dheniki minchi inka emi seppalenu... time will tell what I'm really all about I suppose. andaru kalisi adataniki idhi yemaina holy pandaga ? |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5654 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:46 pm: |
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got to go for a dinner party. we are celebrating one of the disastrous deals we made recently. catch you later.. |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5653 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:44 pm: |
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Bangarappa:
1998 lo naa friend okadu manchi advise ichadu, don't enter stock market ani. manam vintega? mana kante potugaallu evaru, manaki thelisina analysis evadu cheyyagaladu ane ego vundi choosaru? chaala kashtam thaggatam, okasari oka 50k debba paddaka automatic ga bhoommeedaki vastham. adanna maata |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 665 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:41 pm: |
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Pipeline:okappudu naaku ittanti feeling thega vundedi I am more humbled now..
please itlaga anakandi meeru....
meeru esina icon lo naa investment future kanipichindi andaru kalisi adataniki idhi yemaina holy pandaga ? |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5652 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:36 pm: |
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Bangarappa:But ippudu vunna gains though nalo edo matter vunnatu anipistandi,
okappudu naaku ittanti feeling thega vundedi I am more humbled now.. |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5651 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:35 pm: |
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Bangarappa:meeru vindia lo civil/infra side lo eppudaina unnara ?
never worked for Indian company, in fact I worked only 4 years in India for a German company
Bangarappa:can you share which sector you lost the most on?
recently ante Gold (producer); barrick pedda debba esindi of course I haven't sold yet. the next in line would be power sector in 2001/2002 time frame. my present holdings lo CSCO is the biggest laggard, I owned it for the last 6 years at least and still not breaking even. I am in 60% cash for the last 3 years; didn't have any time to research. probably paying off mortgage would be better. I will be done in 2 to 3 years.. |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 664 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:28 pm: |
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Pipeline:
interesting! meeru vindia lo civil/infra side lo eppudaina unnara ? yes of course.. stocks aren't all roses. But ippudu vunna gains though nalo edo matter vunnatu anipistandi, luck or good finding skill whatever it is. Hopefully I don't run into any losses! If you don't mind, can you share which sector you lost the most on? andaru kalisi adataniki idhi yemaina holy pandaga ? |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5649 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:23 pm: |
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Bangarappa:any chance you studied at dehradun petro uni?
I manage several assets (in $B) for a pipeline major. I have developed many projects in power and pipeline industries, in the last 5 years alone about $8.5B in solar, wind and pipeline deals. Am an Engineer from OU (B.E.- Mech) and completed the Exec MBA in summer of this year. btw, lost lot of money in stock market in the last 15 years; so take my words with a big grain of salt.. |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 663 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:16 pm: |
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Pipeline:
Got it..thanks. BTW meeru industry analysta or are you on engineering side ? any chance you studied at dehradun petro uni? andaru kalisi adataniki idhi yemaina holy pandaga ? |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5647 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:12 pm: |
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Bangarappa:Is this the same case with Gazprom
that's a scam. no one really wins in Russia as long as Putin or one of his cronies out there. they wait until the major investment is done and then confiscate with some BS reasons. The major E&P companies are so big, they don't let another consolidation that easily. Probably it is easier for Exxon to acquire another US major. any other, especially with EU roots; you can forget |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 661 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:08 pm: |
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Pipeline:you are forgetting EU's power. they can block any deal that doesn't suit their needs. GE failed with acquisition attempt of Honeywell having Jack Welch at the helm and with all his connections. Same with Microsoft, paid several hundreds of millions in penalties..
okay, i overlooked that. Is this the same case with Gazprom ? So american big oil has no problem anywhere in the world except EU and russia ? andaru kalisi adataniki idhi yemaina holy pandaga ? |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5646 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:07 pm: |
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Bangarappa:
getting an approval in just US doesn't cut for truly international behemoths. they need approvals in various jurisdictions, most important being EU |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5645 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:06 pm: |
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Bangarappa:Why can't Exxon just use its financial muscle power and washington DC muscle power to buy out other giants
you are forgetting EU's power. they can block any deal that doesn't suit their needs. GE failed with acquisition attempt of Honeywell having Jack Welch at the helm and with all his connections. Same with Microsoft, paid several hundreds of millions in penalties.. |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5644 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:03 pm: |
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Exxon's Net Income in $M for the last 5 years 45,220 19,280 30,460 41,060 44,880 Long term debt for XOM between 2012 to 2008: 7,497 9,062 11,923 6,761 7,025 S&P rating: BUY for BP: Net Income 21,157 16,578 (3,719) 25,700 11,582 Long term debt from 2012 to 2008 for BP in $M: 38,412 34,816 30,710 25,518 17,464 S&P rating: HOLD |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 660 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:02 pm: |
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Bangarappa:each
eat* andaru kalisi adataniki idhi yemaina holy pandaga ? |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 659 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 07:02 pm: |
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Pipeline:It will NEVER happen, don't you worry
jaffa doubt: Why can't Exxon just use its financial muscle power and washington DC muscle power to buy out other giants ? The fish seems big enough to each everything else in the pond? andaru kalisi adataniki idhi yemaina holy pandaga ? |
   
Vjawarrior
Hero Username: Vjawarrior
Post Number: 11976 Registered: 02-2011 Posted From: 153.2.247.32
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:55 pm: |
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Pipeline:
thanks again Naakonchem tikkundi...kaani daanikoka lekkundi... |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5643 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:54 pm: |
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Bangarappa:voo my god... is this even possible ? Wouldn't this create the most feared, powerful and massive corporation on earth ? ee range lo acquire seste they can go over half a trillion market cap no?
It will NEVER happen, don't you worry |
   
Vjawarrior
Hero Username: Vjawarrior
Post Number: 11975 Registered: 02-2011 Posted From: 153.2.247.32
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:54 pm: |
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Bangarappa: voo my god... is this even possible ? Wouldn't this create the most feared, powerful and massive corporation on earth ? ee range lo acquire seste they can go over half a trillion market cap no?
anduke ruumour annanu bro....It might not go through or possible....rumour anthe Naakonchem tikkundi...kaani daanikoka lekkundi... |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5642 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:54 pm: |
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Vjawarrior:
TD's analysis on BP: EPS growth at BP is below the industry average, and worse, is declining. The most recent EPS was $7.47, an increase of 39.03% over the previous year. BP has a PE ratio of 6.22. BP has one of the highest ROEs of all companies in the Oil & Gas - Integrated industry. Breaking down the ROE, BP has a profit margin of 6.04%, an asset turnover of 130.67 and leverage of 2.39. BP has a dividend yield of 4.71%, inline with the Integrated Oil & Gas industry average. BP has lost market share by growing revenues slower than the industry average. This reverses the trend from the previous year when revenue growth at BP led the industry at 4.00% and 2.65%, respectively. On Exxon: Though EPS growth at XOM is improving, it is still below the industry average. The most recent EPS was $7.65, a decrease of -19.24% over the previous year. Investors have average growth expectations for XOM given its PE ratio of 12.11, near the Oil & Gas Refining & Marketing industry average of 14.24. Analysts have a negative view of the company's future prospects with a forward PE ratio of 11.74. XOM has one of the highest ROEs of all companies in the Oil & Gas Operations industry. Breaking down the ROE, XOM has a profit margin of 8.27%, an asset turnover of 124.41 and leverage of 2.05. XOM has a dividend yield of 2.72%, inline with the Oil & Gas Refining & Marketing industry average. XOM has been able to gain market share by growing revenues faster than the industry average. This reverses the trend from the previous year when revenue growth at XOM lagged the industry at -2.34% and 4.34%, respectively. |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 658 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:49 pm: |
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Thnx for the info guys... will do some due diligence this week...financial statements sadivi ee giants ni understand sesukovali ante..it's a big task.
Vjawarrior:and exon gobbling up BP rumour undi
voo my god... is this even possible ? Wouldn't this create the most feared, powerful and massive corporation on earth ? ee range lo acquire seste they can go over half a trillion market cap no? andaru kalisi adataniki idhi yemaina holy pandaga ? |
   
Vjawarrior
Hero Username: Vjawarrior
Post Number: 11972 Registered: 02-2011 Posted From: 153.2.247.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:46 pm: |
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Thx pipeline annai.....ur an expert when it comes to oil and gas... coal stocks like BTU/ACI meeda emanna idea undaa...O has killed all coal stocks.... Naakonchem tikkundi...kaani daanikoka lekkundi... |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5641 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:44 pm: |
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Pipeline:is BP risky? hows their debt annai....oil spill BURADA inkaa poledaa BP ki
I have to look in to the balance sheet, haven't done so in the last year and half |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5640 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:43 pm: |
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Vjawarrior:u think IMO is too pricey now....is BP risky? hows their debt annai....oil spill BURADA inkaa poledaa BP ki
not necessarily. only thing that is holding back energy companies in Canada is the lack of pipeline capacity. green terrorists are fighting tooth and nail against pipelines because they figured it is easy to choke the development and oil production if they can delay/stop pipelines. if you want to invest for long term, say 5 years at least then XOM or BP would do well. Exxon has more financial might compared to BP and can withstand a downturn better than any other producer. It's better to diversify within the sector. Devon is a gas major, very good company. Nat gas won't go any higher any time soon unless some LNG business picks up really fast. in the next 2 to 3 years, nat gas will stay around 3.5 range I think. |
   
Vjawarrior
Hero Username: Vjawarrior
Post Number: 11970 Registered: 02-2011 Posted From: 153.2.247.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:37 pm: |
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Pipeline:BP looks cheaper on P/E basis; and of course you get much better dividend compared to XOM. Like I said earlier, you will do okay with either. why don't you buy both?
ante dont put ur eggs in one basket antaaru gaa...Devon paina opinion enti meedi....natural gas waste antaava Naakonchem tikkundi...kaani daanikoka lekkundi... |
   
Vjawarrior
Hero Username: Vjawarrior
Post Number: 11969 Registered: 02-2011 Posted From: 153.2.247.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:36 pm: |
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Pipeline: you will not go wrong with either but my preference would be XOM for the long term. Look at IMO, it's Exxon's subsidiary focused on assets in Canada mainly. You normally get a better return than parent if you see 5 year or 10 year basis.
u think IMO is too pricey now....is BP risky? hows their debt annai....oil spill BURADA inkaa poledaa BP ki Naakonchem tikkundi...kaani daanikoka lekkundi... |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5639 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:35 pm: |
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BP looks cheaper on P/E basis; and of course you get much better dividend compared to XOM. Like I said earlier, you will do okay with either. why don't you buy both? |
   
Pipeline
Side Hero Username: Pipeline
Post Number: 5638 Registered: 05-2009 Posted From: 161.141.1.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:33 pm: |
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Bangarappa:
you will not go wrong with either but my preference would be XOM for the long term. Look at IMO, it's Exxon's subsidiary focused on assets in Canada mainly. You normally get a better return than parent if you see 5 year or 10 year basis. |
   
Vjawarrior
Hero Username: Vjawarrior
Post Number: 11966 Registered: 02-2011 Posted From: 153.2.247.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:31 pm: |
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Bangarappa: BP vs. Exxon lo cons and pros emiti, besides obvious oil spill financial impact.
BP divi is awesome and its very cheap compared to chevron,exxon...and exon gobbling up BP rumour undi...BP is gr8 fundamentally....oil spill dues kooda chaala baane handle chesaaru.... Naakonchem tikkundi...kaani daanikoka lekkundi... |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 657 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:30 pm: |
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Vjawarrior:
BP vs. Exxon lo cons and pros emiti, besides obvious oil spill financial impact. andaru kalisi adataniki idhi yemaina holy pandaga ? |
   
Vjawarrior
Hero Username: Vjawarrior
Post Number: 11964 Registered: 02-2011 Posted From: 153.2.247.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:27 pm: |
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I just moved 2k today from my bank for oil stocks annai....BP kontanu.... and yes....BP is a classic pick....yahoo/MSFT/Nokia these are my long term picks Naakonchem tikkundi...kaani daanikoka lekkundi... |
   
Bangarappa
Junior Artist Username: Bangarappa
Post Number: 656 Registered: 09-2013 Posted From: 99.8.56.59
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, November 14, 2013 - 06:26 pm: |
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http://finance.yahoo.com/news/buffetts-berkshire-buys-big-ex xon-215618512.html emi antaru.... i know a lot of billionaires like Gates and money managers are moving in oil if they haven't already. Should we move in ? Gates is holding Exxon and BP.... andaru kalisi adataniki idhi yemaina holy pandaga ? |