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David Zanoni  

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  • JinkoSolar's Stock Is Likely To Lose 15% - 25% Of Its Shine In The Fall [View article]
    The $0.49 comes from the analysts who cover the stock, not me. The company lost money in 3 out of its last 4 quarters - so, they might have other quarters with low or negative earnings. What makes you think that the company would repeat the last quarter 4 times? The prior 4 quarters are all drastically different.
    Sep 18, 2013. 08:31 PM | Likes Like |Link to Comment
  • MagnaChip Semiconductor: Poised To Outperform The S&P 500 [View article]
    Philip,

    Thank you for adding to the article. You make some great points.
    Sep 1, 2013. 07:18 PM | 2 Likes Like |Link to Comment
  • Triple-S Management: Poised For Short And Long-Term Stock Gains [View article]
    Views on the PR recovery vary among economists: Here's a positive viewpoint for the recovery: http://bit.ly/15wQSGw
    Aug 28, 2013. 10:25 AM | Likes Like |Link to Comment
  • WuXi PharmaTech: The Beneficiary Of Biotech Growth [View article]
    korythekid,

    WX is a small-cap stock - that is why it trades with a low volume of shares. Small-caps are typically not as well-known as the larger companies & thus are traded with lighter volume.
    Aug 23, 2013. 09:56 PM | Likes Like |Link to Comment
  • WuXi PharmaTech: The Beneficiary Of Biotech Growth [View article]
    I'm glad you appreciated the article. I think you're right about WX becoming more diversified among more customers over time.
    Aug 22, 2013. 07:04 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust: Benefit From The 14.9% Yield [View article]
    Black Gold,

    Don't you think that production was slowed as a result of oil prices dipping in the 2nd quarter? Now, with prices over $100, production can be ramped up, thus benefiting the trust and its unitholders.
    Aug 18, 2013. 10:15 AM | Likes Like |Link to Comment
  • SandRidge Permian Trust: Benefit From The 14.9% Yield [View article]
    To see how other trusts have performed over time, I would recommend an article by a fellow contributor:
    http://seekingalpha.co...

    Aug 17, 2013. 09:39 PM | Likes Like |Link to Comment
  • SandRidge Permian Trust: Benefit From The 14.9% Yield [View article]
    Tony Bear,

    Excellent question - The distributions for a royalty trust are taxed as personal income.
    Aug 16, 2013. 09:59 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust: Benefit From The 14.9% Yield [View article]
    djh860,

    I think those figures are a result of the trust's agreement. Here's an excerpt taken from the prospectus:
    "SandRidge is obligated to drill, or cause to be drilled, the Development Wells from drilling locations in the area of mutual interest on or before March 31, 2016."
    SandRidge is probably being aggressive in getting these wells up and running, but that doesn't mean that each well needs to produce at full capacity.
    Aug 16, 2013. 05:12 PM | Likes Like |Link to Comment
  • SandRidge Permian Trust: Benefit From The 14.9% Yield [View article]
    ziggyzig,

    I didn't see any news about a slowdown in drilling for the Permian Trust. You might be referring to SD, which would directly affect SD. Slowdowns could reduce cashflow, however increases in oil prices could offset that. Oil is over $100 right now, which is higher than the average during Q2.

    What share sales are you referring to? The sale of remaining units at the end of the trust?
    Aug 16, 2013. 12:33 PM | Likes Like |Link to Comment
  • SandRidge Permian Trust: Benefit From The 14.9% Yield [View article]
    keltus 1952,

    You are correct - it is 95% oil, 5% natural gas. I will have that changed. 325MBbls over 341 total Mboe.
    Aug 16, 2013. 11:58 AM | 1 Like Like |Link to Comment
  • Why Valmont Industries Should Be Owned [View article]
    Thank you for commenting - your prediction might be right. Stay safe in Afghanistan.
    Aug 4, 2013. 03:40 PM | Likes Like |Link to Comment
  • Reasons To Get Stuck On 3M Company [View article]
    giorgiolb,

    I doubt if you'll give it all back in a correction, but nothing wrong with locking in gains either after the market's big run this year.
    Aug 3, 2013. 10:23 PM | Likes Like |Link to Comment
  • Exelon Offers An Attractive Return [View article]
    The company is still expected to experience a decline in annual earnings for the foreseeable future. EXC will need to increase earnings year-over-year for it to be a solid investment. I would rather own a company that has more exposure to natural gas rather than nuclear.
    Aug 3, 2013. 08:30 AM | 1 Like Like |Link to Comment
  • GSE Holding: Strong Upside Ahead [View article]
    The Q2 earnings is to be reported on Aug. 1.
    Jul 21, 2013. 10:01 PM | Likes Like |Link to Comment
COMMENTS STATS
1,215 Comments
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