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  • Seadrill: A 10% High-Yield Alternative To REITs And MLPs [View article]
    A good analysis...This further explains why the 10% dividend will sustain...
    Mar 2 11:38 AM | 3 Likes Like |Link to Comment
  • Seadrill Looks Attractive After Correction [View article]
    From the Article - "The current investment style should be staggered investing as broader markets can create gloom even if the stock looks attractive at an individual level."
    Feb 4 12:36 PM | Likes Like |Link to Comment
  • Gold One International: Potential Acquisition To Prop Up Prices [View article]
    its a 1:10 ratio. You can see details here...
    Jul 25 01:27 AM | Likes Like |Link to Comment
  • Seadrill Partners: Undervalued With Significant Growth Upside [View article]
    Interesting perspectives and thanks for the comments. Besides the factors discussed, one of the primary objectives is value unlocking and that is still impending considering the current valuation and market cap. for SDLP. In my opinion, besides the incremental dividend distribution, one can expect a significant upside from current levels. I would be happy to play for a 50% upside with a one year perspective.
    Jul 12 01:18 AM | Likes Like |Link to Comment
  • Teekay Offshore: A Safe Long-Term Investment [View article]
    Besides being diversified and being a pure play, they are different in the sense that KNOP is still at an early growth stage while Teekay is relatively more established player. If one is looking at upside in terms of price, you might get it relatively more with KNOP than Teekay. However, in terms of revenue visibility, Teekay scores ahead of KNOP.
    Jul 10 01:25 AM | Likes Like |Link to Comment
  • Why Deficits Don't Matter And Government Bonds Are Risk-Free [View article]
    If deficits don't matter, might as well have no taxes...:)
    Jul 6 01:06 PM | 12 Likes Like |Link to Comment
  • Knot Offshore Partners: 6.5% Dividend Yield And Potential High Growth [View article]
    Thanks for the correction on the yields. It's a mistake of my excel database. Apologies for the same for readers. I have submitted for correction.
    Jul 6 02:50 AM | Likes Like |Link to Comment
  • ITT Educational Services Has Further Downside [View article]
    In my opinion, it is just an effort to boost market and shareholder confidence. However, things really look bleak and I wonder if share buyback was a good idea with a probable liquidity crunch ahead.
    Jul 3 01:28 AM | Likes Like |Link to Comment
  • Air Lease: Leverage Backed Growth To Continue [View article]
    You are right. But we have to remember that the company has global operations and it might not always happen that the global economic activity, interest rates and other factors move in sync.
    Jun 26 02:07 AM | Likes Like |Link to Comment
  • The Best Part Of Growth For C&J Energy Services Is Over [View article]
    I like your point on C&J being a potential acquisition target. This can possibly be the only surprise upside trigger for the stock in the near to medium-term.
    Jun 19 09:23 AM | 1 Like Like |Link to Comment
  • The Best Part Of Growth For C&J Energy Services Is Over [View article]
    Expanding overseas is still just a future plan and will take time to materialize (if it does). For now, it does not serve as an stock upside trigger or revenue upside trigger.

    Casedhole is active in shale plays other than where C&J is present. Therefore, C&J can potentially try to leverage on the existing contacts to build new customer relations and term-contracts for their major revenue generator (hydraulic fracturing fleet). Again, this is a possibility and has still not translated into something substantial.

    For now, the markets are more concerned about the status of the 4 fleets going off-contract in 2013 and early 2014. Negative news related to that can trigger some sharp downside.

    Investors can therefore wait and watch the developments before reconsidering the stock.
    Jun 19 09:21 AM | Likes Like |Link to Comment
  • Brookfield Property Partners Has Meaningful Upside Potential [View article]
    You are right on the ownership and I do believe that BAM's stake in BPY will reduce going forward offering more value unlocking opportunities.
    Jun 18 02:31 AM | Likes Like |Link to Comment
  • Brookfield Property Partners Has Meaningful Upside Potential [View article]
    Already the first quarter results have yielded an FFO of 0.31 per unit. On an annualized basis (considering the CMP of 20.89), the CMP/Annualized FFO would come to 16.8x.

    I do expect incremental FFO from the recent acquisition, which would also discount a good outlook from relatively high growth markets.
    Jun 16 09:39 AM | Likes Like |Link to Comment
  • Brookfield Property Partners Has Meaningful Upside Potential [View article]
    Yes, Brookfield Infrastructure Partners (another spin-off) has done exceedingly well after the spin-off. It is very likely that BPY will repeat the performance. Quality assets will continue to create value.
    Jun 16 02:48 AM | Likes Like |Link to Comment
  • Sterlite: A Strong Buy At Compelling Valuations [View article]
    The debt according to latest filings is $14.4 billion.
    The net debt figure is stated in the article and I think that's where you might have got confused.

    Debt - $14.4 billion
    Cash - $7.7 billion
    Net Debt - $6.6 billion

    The total debt of $14.4 billion includes the Twin Star Mauritius Holdings Limited (TSMHL) - SPV holding the 38.7% stake in Cairn India with associated debt of $5.9bn, including the $4.7bn inter-company debt from Vedanta plc to TSMHL.
    Jun 10 11:40 AM | Likes Like |Link to Comment