Seadrill, Ltd. (NYSE:SDRL)

CAPS Rating: 4 out of 5

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Member Avatar Gilcon (< 20) Submitted: 10/18/2014 8:52:35 AM : Outperform Start Price: $22.56 SDRL Score: +1.11

Big risk.

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Member Avatar elcid24 (82.56) Submitted: 10/16/2014 1:00:57 AM : Outperform Start Price: $23.33 SDRL Score: -2.16

Seadrill's normalized pre-tax earnings have ranged from $1.4B to $1.7B over the past several years. Market Cap is now down to $11B, so trading at about 7x pre-tax earnings.

I'll take a flier on this in CAPS, but with real money I'd much rather invest in BP, CVX, or XOM right now. Those 3 companies have proven the ability to return double-digit returns on equity - during good times and bad - for decades. And all 3 companies are trading at historically low P/B ratios, too. BP is trading at a discount to book value. CVX is trading at a slight premium to book value.

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Member Avatar dlunas (64.63) Submitted: 10/11/2014 1:39:25 AM : Outperform Start Price: $23.86 SDRL Score: -3.27

P/E less than half, major dividend, hold this for a few years.

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Member Avatar foolishmountain (< 20) Submitted: 10/8/2014 5:26:51 PM : Outperform Start Price: $25.21 SDRL Score: -5.46

In view of lower oil prices and less spending by big oil companys on deepsea drilling, the stock price got crushed in the last couple months.
I dont know how low exactly oilprices will go in the short run, but I think it is likely they will rebound sooner or later, and i am convinced that they will go up over time, so deep sea drilling will be profitable.
Seadrill has the youngest fleet and the highest percentage of ships under contract, so they are in an ok position now and in a great position for the long run.
I think we will see large capital gains from this pricepoint and the dividend really pays you for waiting. Put those two together and you will likely beat the S&P over the next 2-4 years.

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Member Avatar rfaramir (29.36) Submitted: 10/7/2014 1:02:00 PM : Outperform Start Price: $25.66 SDRL Score: -7.85

ikkyu2's rec

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Member Avatar truman1987 (87.61) Submitted: 10/6/2014 11:22:22 PM : Outperform Start Price: $24.78 SDRL Score: -4.39

Although the drilling industry is suffering a downturn, the best companies will survive and then prosper. Seadrill is the best company in the industry.

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Member Avatar fozziebear17 (41.91) Submitted: 10/3/2014 3:38:59 PM : Outperform Start Price: $24.23 SDRL Score: -3.38

Tremendous need for innovative drilling processes and equipment in the coming decades. Big opportunities both in the Artic as well as the gulf of mexico for this company.

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Member Avatar pchop12316 (52.25) Submitted: 10/3/2014 10:46:38 AM : Outperform Start Price: $24.37 SDRL Score: -2.45

Do NOT worry about the div yield

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Member Avatar mtnbower (< 20) Submitted: 10/2/2014 12:00:55 PM : Outperform Start Price: $24.40 SDRL Score: -2.53

Seems to be beaten down at the moment due to a number of factors (oil price, fear of dividend cut, oversupply of rigs in sector, falling day rates, etc) but I'm betting that sentiment is the biggest driver of it's stock price decline. Taking a very long term view, SDRL is undervalued and will capitalize on oil's cyclical march upward.

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Member Avatar nelsonic72 (< 20) Submitted: 10/2/2014 10:40:32 AM : Outperform Start Price: $24.86 SDRL Score: -5.51

The massive downturn this year has put SDRL in oversold territory. The years of rig building have put SDRL in an unfortunate position of bad debt-to-equity and free cash flow numbers and have beaten down the stock price as a result. The ensuing dividend cut (profits don't support the current dividend) will just be noise as the dividend will still be sizable and support a higher stock price. This is a pure upside value play at this price.

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Member Avatar saunafool (98.84) Submitted: 10/1/2014 7:55:55 AM : Outperform Start Price: $26.36 SDRL Score: -9.27

P/E of 3 and a dividend yield of 14% for a profitable company. The downside has to be very low with a significant upside. The earnings can (and probably will) be cut in half and Seadrill will still be fairly valued at this price.

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Member Avatar thelongviewman (65.23) Submitted: 9/26/2014 8:32:54 PM : Outperform Start Price: $26.92 SDRL Score: -11.33

Drilling stock shave been hammered, but oil prices will rise again - they always do. And I get nice dividend to wait until this sector falls in favor again.

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Member Avatar PearlandTX (90.22) Submitted: 9/24/2014 2:32:06 PM : Outperform Start Price: $27.63 SDRL Score: -12.01

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 CheeseNMac (43.54) Submitted: 9/20/2014 7:52:18 PM : Outperform Start Price: $28.36 SDRL Score: -13.67

I should probably have done more research before making this pick...oh well.

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Member Avatar DJRRYAN (< 20) Submitted: 9/20/2014 3:42:11 PM : Underperform Start Price: $28.36 SDRL Score: +13.67

Low oil and LNG prices will take the upward pressure off of deep water drilling rates

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Member Avatar nonzerosum (91.70) Submitted: 9/20/2014 12:31:57 PM : Outperform Start Price: $28.20 SDRL Score: -13.32

the rosneft/russia news is bad and is material. but the company has good assets and oil will be around for a while still. Shale oil requires high oil prices too, so I don't think shale will put deep sea rigs out of business.

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Member Avatar superstar (99.53) Submitted: 9/19/2014 12:08:39 PM : Outperform Start Price: $29.06 SDRL Score: -15.23

A best in breed selling at discounted valuation, paying a huge dividend -- well that is interesting. I bought some shares in real life as new core holding at this level.

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Member Avatar PenchyOne (39.06) Submitted: 9/17/2014 4:36:11 PM : Outperform Start Price: $30.51 SDRL Score: -18.93

Too low to be true.

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Member Avatar VoodooSaviour (39.78) Submitted: 9/17/2014 1:27:38 PM : Outperform Start Price: $30.31 SDRL Score: -18.94

The correction in drilling stocks is overdone. Any surprises will be to the upside, and any general market corrections will not reflect in an "already corrected" drilling sector.

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Member Avatar griderX (96.58) Submitted: 9/17/2014 10:39:17 AM : Outperform Start Price: $30.55 SDRL Score: -19.33

Keeping an eye on the dividend.

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