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Andres Rueda

 
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  • The Forest Oil Corporation Merger: Two Debt Drunks Leaning Against Each Other?
     • Tue, Aug. 5 FST 5 Comments

    Summary

    • The merger between Forest Oil and Sabine Oil & Gas buys Forest Oil more time.
    • The merger is largely finance-driven, and will combine both companies' credit lines to fund new drilling.
    • Both companies are debt-heavy, and the combined entity will likewise be debt-heavy.
  • Cash Flow At The Pump: Can Getty Realty Corp. Keep Up Its Yield?
     • Fri, Aug. 1 GTY 1 Comment

    Summary

    • Getty Realty has a solid asset base and low leverage.
    • The company has stable cash flows backed by long-term, triple-net leases on most of its properties.
    • The company is at an inflection point after its dispute with Lukoil, and appears poised to moderately increase its cash distribution levels.
  • The New York Times Company - A Hoary Relic, Or Just Overvalued?
    Mon, Jun. 9 NYT 4 Comments

    Summary

    • After a string of disastrous acquisitions, the New York Times is financially stable.
    • The company is however now priced as a high-growth company, which it is not.
    • The company's revenues are persistently flat, with key segments such as advertising continuously eroding.
  • Teekay LNG Partners, L.P. - Expensive At Current Prices?
       • Fri, May. 30 TGP 19 Comments

    Summary

    • On the short- to medium-term, TGP's cash distribution appears safe.
    • Future growth of cash distribution may be limited by TGP's master limited partnership structure.
    • TGP continues to pay cash distribution in excess of GAAP-compliant net income.
  • Petrobras Argentina SA - Heavily Undervalued, And Worth The Risk?
       • Sep. 2, 2013 CEO, CVX, DOW 28 Comments
  • Transportadora De Gas Del Sur S.A. - A High-Yielding Gem?
       • Aug. 26, 2013 CVX, YPF, PBR 7 Comments
  • Seanergy Maritime Holdings Corp. - Is This SHIP Seaworthy?
       • Aug. 15, 2013 SHIP 2 Comments
  • Has Paragon Shipping Turned A Corner?
       • Aug. 12, 2013 BALT, DRYS, SBLK 18 Comments
  • After A Dismal Second Quarter, How Long Can Genco Shipping & Trading Stay Afloat?
       • Aug. 7, 2013 BALT, DRYS, DSX 16 Comments
  • Baltic Trading Ltd. - A Safe Vessel In Which To Ride Out The Drybulk Storm?
       • Aug. 5, 2013 BALT 1 Comment
  • The Compelling Numbers Behind Xinyuan Real Estate's $60 Million Share Buyback
       • Aug. 1, 2013 XIN 23 Comments
  • Post Restructuring, Friendlier Seas For Star Bulk Carriers?
       • Jul. 28, 2013 SBLK 1 Comment
  • DryShips: Poised For An Upturn?
       • Jul. 22, 2013 ORIG, DRYS 18 Comments