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George D'Angelo II  

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  • EXCO Resources: A Special Situation With Multiple Catalysts [View article]
    Buy the bonds they are trading at .35 on the dollar, the equity will get wiped out!
    Aug 6, 2015. 07:55 PM | 1 Like Like |Link to Comment
  • Linn Energy - When Will The Slaughter End? [View article]
    Pretty stupid woman, why would anyone put 25 % of retirement in one stock. Sounds like a tall tale to me!
    Aug 4, 2015. 11:24 PM | 1 Like Like |Link to Comment
  • Why Linn Completely Suspended Its Distribution [View article]
    Not very thought out analysis
    Aug 3, 2015. 06:55 PM | 2 Likes Like |Link to Comment
  • Linn Energy's Brilliant Move Is Bullish [View article]
    Oil was $60 about a month ago, how could you say it's going to be several years for it to hit that level? I could be back to 60 in a few months.
    Aug 2, 2015. 04:53 PM | 3 Likes Like |Link to Comment
  • Linn Energy's Brilliant Move Is Bullish [View article]
    Good analysis , I haven't checked your numbers but if they are correct the units have good upside, but buying the bonds seem like a better bet.
    Aug 1, 2015. 10:39 PM | 6 Likes Like |Link to Comment
  • Chesapeake Energy: If You Were Disappointed By The Recent News, Don't Be [View article]
    Well you still did not account for preferred in your analysis, correctly subtracting out the preferred, gives a value of roughly $25 a share based on your analysis. Additionally the value of the land that you have used is questionable.
    Jul 24, 2015. 04:02 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy: If You Were Disappointed By The Recent News, Don't Be [View article]
    Nice analysis over all, but tough to catch a falling knife. For yield investors take a look at the bonds.
    Jul 24, 2015. 03:24 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy: If You Were Disappointed By The Recent News, Don't Be [View article]
    Yes what happened to the preferred in your analysis ? It should be subtracted just like debt.
    Jul 23, 2015. 10:44 PM | Likes Like |Link to Comment
  • Altera shareholder demands Intel talks, opposes board nominee [View news story]
    I would take $54.00 now instead of trusting management to deliver more down the road. I've seen this movie before and it generally doesn't end good for shareholders.
    Apr 27, 2015. 10:46 PM | 5 Likes Like |Link to Comment
  • Linn Energy: Is There Any Value In The Equity? [View article]
    Your Analysis has nothing to back it up. Additionally I guess you're assuming prices remain around $50 a barrel. Which is an erroneous assumption, as oil will rise back in the 70s within 2 years.
    Feb 1, 2015. 12:35 PM | 2 Likes Like |Link to Comment
  • SandRidge Energy: Can It Survive? [View article]
    Good analysis. The preferreds in the bonds look like the best bet with SD. They will undoubtedly survive at least for the next two years. But oil should start rising midyear which will help them out.
    Feb 1, 2015. 08:11 AM | Likes Like |Link to Comment
  • Scientific Games Shares Could Go Much, Much Higher [View article]
    You have to be kidding your analysis is pie in the sky, with nothing to back it up.
    Jan 28, 2015. 07:05 PM | Likes Like |Link to Comment
  • A Bet On The Scientific Games-Bally Merger Is A Risk Worth Taking [View article]
    Well, interesting but you have no numbers to back up your thesis?
    Jan 28, 2015. 06:58 PM | Likes Like |Link to Comment
  • Penn West: Oil For Pennies On The Dollar [View article]
    Where are you getting the information on insider buying? Bloomberg shows no insider buying recently?
    Jan 16, 2015. 02:50 PM | Likes Like |Link to Comment
  • Penn West: Oil For Pennies On The Dollar [View article]
    Where do you see the insider purchase? I see nothing on Bloomberg.
    Jan 16, 2015. 09:17 AM | 1 Like Like |Link to Comment
COMMENTS STATS
52 Comments
47 Likes