NE Noble Corporation plc Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
14:01
Jun 20
Jun 20
The Market Huddle
Expert commodity producer basket for bull cycle
Commodity markets may be in an early bull cycle. Rather than trading commodities directly, owning a basket of leading commodity producer/marketing companies (Noble, Glencore, Vale, Rio Tinto, Alcoa) provides exposure to the cycle with dividend income and the expertise of professional commodity traders. He remains invested in this wedge of names.
NE
Noble Corporation plc
Long
1ST
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14:00
May 21
May 21
Julia LaRoche Show
Energy underowned, expect massive rally.
Energy is massively underowned at only 3% of the S&P 500, up 35% year-to-date, and will likely rip like gold and silver did last year as investors scramble to catch up. He owns a full spectrum from producers (Chevron, Exxon, Matador) to midstream/pipelines (Enterprise Products, Energy Transfer) to rigs (Transocean, Noble Drilling) and services (Schlumberger, National Energy Services Reunited). The thesis is supported by strong cash flows, dividends, and years of required maintenance work.
NE
Noble Corporation plc
Long
1ST
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21:51
Apr 29
Apr 29
r/wallstreetbets
Noble Corp (NE) is another major offshore driller with exposure to the same macroeconomic.
Noble Corp (NE) is another major offshore driller with exposure to the same macroeconomic dislocation in the oil market. The widening gap between front-month and deferred crude implies sustained demand for deepwater drilling, supporting NE’s earnings growth. Long NE to capture the sector-wide re-rating as physical reality replaces hope of a quick diplomatic off-ramp. Overleverage in the sector if oil retreats; execution risk on new contracts.
NE
Noble Corporation plc
Long
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About NE Investor Commentary
Across the available history and selected sources, Buzzberg tracks NE (Noble Corporation plc) across 7 sources: 9 bullish vs 0 bearish calls from 7 authors. Historical directional balance: 53% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 17 total trade ideas tracked. Latest voices: Leslie Harris, Ted Oakley, u/Leveraged_Lots.