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Daniel Radakovich  

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  • Chicago Bridge announces expansion award [View news story]
    This is a nice pickup. Structural change going on in LPG shipping
    Aug 31, 2015. 09:11 PM | Likes Like |Link to Comment
  • Navigator Holdings' (NVGS) CEO David Butters on Q2 2015 Results - Earnings Call Transcript [View article]
    I don't think the analysts have any clue about this business.
    Aug 30, 2015. 03:20 PM | Likes Like |Link to Comment
  • Bellatrix Exploration - The Next Peyto [View article]
    Oil up 8%...
    Aug 27, 2015. 04:42 PM | 1 Like Like |Link to Comment
  • Bellatrix Exploration - The Next Peyto [View article]
    What's the actual conversion ratio? With today's prices? Well over 20:1.
    Aug 26, 2015. 05:08 PM | 1 Like Like |Link to Comment
  • Bellatrix Exploration - The Next Peyto [View article]
    You can't do BOE,the company is shifting from a liquids rich production to nat gas production. You got to do it separately
    Aug 26, 2015. 02:36 PM | 1 Like Like |Link to Comment
  • Deere - Poor Quarter, Justified Sell-Off, Long-Term Opportunity [View article]
    Why would you use a PE ratio to determine if a stock is fairly valued or even "richly valued"? That makes no sense. You have earnings divided by stock price. Therefore, the stock price determines how the business is valued? That seems counter-intuitive. The market is there to give you a potential price to buy a company, the underlying business is valued differently. Why not use ROIC and Earnings Yield on Enterprise Value?
    Aug 26, 2015. 02:32 PM | 1 Like Like |Link to Comment
  • 'Terminator's' International Draw Set To Boost Paramount's Summer In A Big Way [View article]
    Interesting, China saved the day!
    Aug 26, 2015. 12:24 PM | Likes Like |Link to Comment
  • Micron: Strong Upside Potential For The Patient Investor [View article]
    Viacom and GM appear more undervalued than Micron and easier business model to understand, no?
    Aug 26, 2015. 12:21 PM | 1 Like Like |Link to Comment
  • GM Has Lost $13 Billion In Market Capitalization Since The $5 Billion Share Repurchase Plan [View article]
    Lol please, looks like they are spending $500 million at $29 a share buying back 17 million shares this quarter. IBM gets to buy even cheaper as well and more shares. If you don't have a 5 year investment horizon then GM and IBM will not be your type of investment.
    Aug 26, 2015. 12:19 PM | 5 Likes Like |Link to Comment
  • Bellatrix Exploration - The Next Peyto [View article]
    Thanks for the links, it is obvious which one is in a better financial condition and who has been more disciplined over the past few years.

    Hence, Bellatrix's market cap is at a larger discount than Peyto's. It appears that Bellatrix is not too over leveraged, but will be in trouble in the market does not improve in 2 years, my take on it. So, if you are a bull on nat gas, or at least higher average prices over the next couple of years, including oil, then this investment could pay off fairly well.
    Aug 25, 2015. 07:09 PM | 2 Likes Like |Link to Comment
  • Westmoreland Coal: Diamond In The Rough [View article]
    the power station does have the potential to be sold in 2019 so investors hold on till then...the cash drains should be recovered. If they do recover, all the better but I'm not holding my breath on it.
    Aug 25, 2015. 06:12 PM | Likes Like |Link to Comment
  • Bellatrix Exploration - The Next Peyto [View article]
    I don't get the Peyto comparison... There are several CEOs in the oil & gas space who allocate capital wisely. Some are more flamboyant about it than others. Look at what Chesapeake Energy has done, the great asset sales in 2014 that look absolutely genius in today's environment, yet they are still struggling with low oil and nat gas prices. To make any investment in the nat gas space, you have to believe the economics of the business can only go up from here. That's the main focal point. Then you see who can survive the next couple of years and who offers the highest risk/return scenario. This often eliminates high cost/over-leveraged producers.
    Aug 25, 2015. 02:43 PM | 3 Likes Like |Link to Comment
  • This REIT's Dividend Grows On Trees [View article]
    Idk but bless their souls
    Aug 24, 2015. 07:05 PM | Likes Like |Link to Comment
  • Westmoreland Coal: Diamond In The Rough [View article]
    Good article. Two things: Unit 3 supplied by Kemmerer mine is converting to nat gas. Saying that no customers of WLB are switching is inaccurate. along with San Juan mine, customer is shutting down 2 units to comply with regulators in potential acquisition by WLB. Second, their liabilities are significant, can't hide that. $22-25 million in cash expenses a year. Also, power station has become a cash drain, so while the derivative loss is a one-time charge, recurring losses are to be expected.
    Aug 24, 2015. 02:36 PM | 3 Likes Like |Link to Comment
  • China weighs on automobile sector [View news story]
    Re: Morgan Stanley analyst: About as smart as the herd.
    Aug 24, 2015. 02:14 PM | 2 Likes Like |Link to Comment
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