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Clayton Rulli

 
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Latest  |  Highest rated
  • Is The GE Transformation Moving Fast Enough? [View article]
    Hey Ed thanx for another useless comment. Good job.
    Nov 21, 2014. 02:31 PM | 1 Like Like |Link to Comment
  • Carbo Ceramics - Taking A Position With Options [View instapost]
    so far so good Tom! Sounds like a great play bro. As the stock climbs do you plan on buying some puts spreads to lcok in gains? Im curious to see if there's anyything you can do to lock in some gains if CRR bounces radically before March. MIght be tough to sell out, the spread between bid/ask is brutal to work with
    Nov 21, 2014. 01:59 PM | Likes Like |Link to Comment
  • Tropicana Entertainment: Casino Operator Trading At A Significant Discount To Peers With At Least 30% Upside [View article]
    MW---

    Any thoughts on how or if the new casino in the meadow lands is a posing as a headwind? http://bit.ly/1BTW2yl
    Nov 21, 2014. 08:13 AM | Likes Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    pat.
    From the SEC filing:

    "Mr. Immelt's 2014 stock options have an exercise price of $26.36, equal to the closing price of GE stock on the grant date,"
    and
    "Mr. Immelt's 2014 PSUs convert into shares of GE stock at the end of the three-year performance period"

    What do you think is a good number to use to estimate the value of Mr Immelts proposed awards?
    Nov 20, 2014. 05:55 PM | Likes Like |Link to Comment
  • Is The GE Transformation Moving Fast Enough? [View article]
    Hey Ed. No need for name calling. How bout you refute some of my facts in the articles in which you're supposed to be commenting on instead? Your comment is hardly useful as it displays nothing more than your bullish opinions and useless poster facts like GE is the largest blah blah blah. I am looking forward to a more useful and intelligent comments from you in the future, which are hopefully based on the article above, and also the same for future articles. Thanks a bunch Ed, you've been a delight so far
    Nov 20, 2014. 05:49 PM | 7 Likes Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    Ed: so are you happy with paying a performance bonus to a CEO that keeps margins flat over the next 2 years? What kind of improvement is that?
    Nov 20, 2014. 12:17 PM | Likes Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    Hey Ed. You really should read the article before posting a comment like this. For the Cash: There is no guidline as to tapping into backlog and no restriction on pawning off segments of GE to meet the goal. Also, the profit margin challenge is nearly met already!. How is this a win for shareholders? The bar should be raised higher
    Nov 19, 2014. 01:20 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Is The Merger Actually Bad News For KMP Unitholders? [View article]
    One good thing about this merger is the lingering rumors of the government cracking down on MLP entities won't have any affect on KMI going forward.
    Nov 19, 2014. 07:37 AM | 10 Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    the hardest thing in investing is admitting you were wrong. Every 20% in losses accrued you pen another bearish article attempting to bash aapl, the greatest tech company of this century to date
    Nov 18, 2014. 10:55 AM | 12 Likes Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    I think management has done an average job of transforming the company. They were given shoddy wood after the crisis and somehow they've built a fine house out of the mess. It has taken a while yes, plus a few acquisitions. However, they are still making progress. I am happy with GE since my buy after the crisis, however this compensation program is hardly a challenge, and has a chance to not be accretive to shareholders.
    Nov 17, 2014. 08:37 PM | 1 Like Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    I agree with that one! As if his salary is not enough incentive already? He should be given options with strike price @ 35.... now we're talkin!
    Nov 17, 2014. 07:52 PM | 2 Likes Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    It is aligned with the stock price performance. Dividends may not work so well cause GE could simply over use its cash and raise debt. There has to be more pieces to the puzzle. I like the current plan but the bar should be set higher, and have some sort of stipulation about the backlog so there's no "cheating" as i mentioned in the article
    Nov 17, 2014. 05:41 PM | Likes Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    I've been wondering for quite a while why an activist doesn't take over. It's hard cause GE is indeed transforming to an industrial company, it's just taking super long cause of the size. About 2 years I started yelling and screaming about their oil and gas biz, now look at it! http://bit.ly/14ppe9S
    Nov 17, 2014. 05:39 PM | 1 Like Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    what's interesting is apparently their plan is similar to this one. I have not studied it but perhaps its something worth looking into. Everyone stand in a circle and hand a $100 to the person to the left. Oh but wait take the money from the shareholder in the middle
    Nov 17, 2014. 05:37 PM | Likes Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    seems like paying him in the PSUs and options which are convertible to common stock, will dilute shareholders like you and I.

    However, if business is improved this dilution could prove accretive to net value nonetheless. However... if he were to basically keep margins the same as they are now and were to theoretically reach the cash goal threshold by tapping into the backlog or selling off an enterprise of GE ( which is permitted under the terms), thus meeting the targets, how could this possibly be acretive?
    Nov 17, 2014. 05:35 PM | Likes Like |Link to Comment
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