Transocean, Inc. (NYSE:RIG)

CAPS Rating: 4 out of 5

Transocean is a top offshore drilling contractor, providing rigs and equipment to help its customers find and develop oil and natural gas reserves.

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Member Avatar XMFDivine (39.50) Submitted: 12/17/2014 2:27:25 PM : Outperform Start Price: $18.35 RIG Score: -0.80

LT opportunity given $55 oil right now won't last.

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Member Avatar thegiant (< 20) Submitted: 12/8/2014 12:19:05 PM : Outperform Start Price: $17.86 RIG Score: +5.09

RIG is a quality firm that, like the entire sector, is under performing as a result of the market for crude. My sense is that the Saudis', having a substantial advantage in the cost of producing oil, are intentionally depressing the market to drive out competition, primarily from the US. That will change and RIG will flourish.

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Member Avatar bobberg2000 (20.26) Submitted: 12/3/2014 12:20:11 PM : Outperform Start Price: $19.24 RIG Score: -2.28

Drillers are very beat up right now. This is likely to be an over sold situation.

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Member Avatar AtomicBlicky (< 20) Submitted: 11/26/2014 10:13:51 AM : Outperform Start Price: $19.96 RIG Score: -6.45

Hammered by low cost oil. Funny thought. Why doesn't Canada process the oil sands themselves or atleast in Canada?

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Member Avatar afewgoodstocks11 (25.58) Submitted: 11/12/2014 3:06:24 PM : Outperform Start Price: $29.15 RIG Score: -37.79

Div. (Yield) $3.00 (10.4%) RIG has paid out a dividend of $0.75.

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Member Avatar cruzn19 (47.52) Submitted: 11/8/2014 11:18:47 AM : Outperform Start Price: $29.58 RIG Score: -38.68

I love this game you are playing Saudi.. Continue to flood the market with oil..

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Member Avatar MichiganBull (34.95) Submitted: 10/27/2014 11:03:34 AM : Outperform Start Price: $28.49 RIG Score: -40.08

UWR

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Member Avatar TerryB103 (70.21) Submitted: 10/20/2014 9:52:49 AM : Outperform Start Price: $27.83 RIG Score: -42.48

I've watched this stock for so many years. The P/E is low...so concerned - can they pay that high dividedend consitently? Is it a company in trouble wiht hight debt, and need for more CAPEX to replace an aging infrustructure. Or is this a buy waiting for the next oil crunch...that you know is coming?

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Member Avatar TMFVelvetHammer (41.96) Submitted: 10/7/2014 8:30:02 PM : Outperform Start Price: $30.16 RIG Score: -45.20

Likely to be bouncy for the next 2 years, but is getting its fleet positioned for the long-term.

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Member Avatar thelongviewman (52.90) Submitted: 9/26/2014 8:30:25 PM : Outperform Start Price: $31.89 RIG Score: -47.05

Out of favor in short term. I'll take the generous dividend until oil prices rise again - they always do.

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Member Avatar PearlandTX (47.26) Submitted: 9/24/2014 2:32:06 PM : Outperform Start Price: $32.09 RIG Score: -45.74

Oil industry is quite cyclical. Shares of most of the drillers are hitting multi-year lows. This is probably too early to jump in (09/24/2014), but the long-term prospects are great. Look for some strong buying opportunity beginning in the first half of 2015.

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Member Avatar degaston (99.57) Submitted: 9/17/2014 7:50:05 PM : Outperform Start Price: $33.88 RIG Score: -47.80

Target of 55.35

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Member Avatar ElCid16 (97.24) Submitted: 9/17/2014 4:51:52 PM : Outperform Start Price: $42.66 RIG Score: -61.55

Added a RL position today just under $35/share.

Market Cap: $12.7B.

Book Equity: $16.8B.

Tangible Book Equity: $13.8B

My assumptions: normalized OCF around $2-2.5B. That would yield a P/OCF of about 5-6. Normalized EBITDA around $3-3.5B. That would yield an EV/EBITDA of about 6.5-7.5.

At 8.5%, the dividend is lower than Seadrill's 13%; however, the dividend payout is only about $1B, or about 50% of the annual OCF. Seadrill is paying out about 90% of their annual OCF. That leaves RIG with a lot more financial flexibility if the "stuff" hits the fan. They've reduced their total debt by about $3B over the past 2 years, so they are already in the right direction.

At current prices, much of the concern with future lower day rates is already priced in. It can be scary to jump into an investment when pessimism is high, but that can also be when investments generate the best returns.

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Member Avatar griderX (97.04) Submitted: 9/17/2014 4:20:52 PM : Outperform Start Price: $33.88 RIG Score: -47.80

Divy room to grow.

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Member Avatar ruinas (54.11) Submitted: 9/9/2014 3:27:59 PM : Underperform Start Price: $36.15 RIG Score: +52.39

deep drillers due to get hit

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Member Avatar Dividends500 (90.16) Submitted: 9/9/2014 2:52:43 PM : Outperform Start Price: $37.03 RIG Score: -52.81

Dividends500 tracks the 200 strongest dividends in the S&P 500. To qualify as a strong dividend, the company must meet two simple requirements:

- A payout ratio below 50%
- An increasing dividend from the prior year

Because there are more than 200 dividend paying companies in the S&P 500 that meet these requirements, the qualifying companies with the largest dividend yields were chosen.

Dividends500 intends to test this FactSet article, which highlights these strong dividend paying companies and their outperformance versus the S&P 500 as a whole (Page 12).

http://www.factset.com/websitefiles/PDFs/dividend/dividend_12.16.13

If you have questions or see something you think is inaccurate feel free to let me know.

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Member Avatar bobg304 (34.19) Submitted: 8/29/2014 1:48:30 PM : Outperform Start Price: $37.66 RIG Score: -53.91

very cheap with great dividend.

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Member Avatar ValueSwap (< 20) Submitted: 8/22/2014 4:18:52 PM : Outperform Start Price: $37.55 RIG Score: -53.89

An high uncertainty and low risk pick (i.e. low P/B)

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Member Avatar aggiecoll05 (94.07) Submitted: 8/3/2014 8:29:19 PM : Outperform Start Price: $37.74 RIG Score: -58.07

piotroski

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Member Avatar johnnywitt (27.32) Submitted: 6/21/2014 5:58:54 PM : Outperform Start Price: $43.76 RIG Score: -63.25

CAPE PE 10 of .43
Iraq, Ukraine et al

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