Seeking Alpha

IAEResearch

 
View as an RSS Feed
View IAEResearch's Comments BY TICKER:
Latest  |  Highest rated
  • Kinder Morgan Shareholders Are The Winners Of This Transaction [View article]
    Thank you for pointing out the error, Alscherod. We meant "MLPs do not pay corporate taxes" but unfortunately a typing error resulted in "MLPs do pay corporate taxes". We have submitted the correction.
    Aug 21 10:32 AM | 1 Like Like |Link to Comment
  • Is Valero Energy A Good Investment? [View article]
    Thank you for pointing out the error, MAYHAWK. We have submitted the correction.
    Aug 19 02:29 PM | Likes Like |Link to Comment
  • FuelCell Energy Remains One Of The Best Picks In The Sector [View article]
    @The Opportunist. We do not cherry pick in order to support our thesis. We always try to give the unbiased opinion as we do not have any favorites. I have updated the chart and added HYGS as you mention yourself below that we are also optimistic about HYGS. The title of the article says "one of the best picks" we did not say FCEL is the absolute best pick in the sector. Thank you for reading the article and your input.
    Aug 6 01:13 PM | 2 Likes Like |Link to Comment
  • What Will Drive Future Growth For Kinder Morgan Energy Partners? [View article]
    Thank you for the kind comments, BAC219. We have talked about NGL and its export prospects in our other energy articles. We will try to write an article about KMP and further expand our research in this article and how it will impact KMP.
    Jul 2 04:56 PM | 2 Likes Like |Link to Comment
  • What Will Drive Future Growth For Kinder Morgan Energy Partners? [View article]
    Thank you for pointing that out, ephud. We have made the changes.
    Jul 2 04:54 PM | Likes Like |Link to Comment
  • Strong Performance Makes Seadrill An Interesting Pick [View article]
    @SaratogaHawk.. You bring a special kind of knowledge and wit to this forum. I agree, Arctic can be an extremely interesting region for offshore drillers.
    May 30 12:06 PM | Likes Like |Link to Comment
  • Is KMR The Best Stock In The Kinder Morgan Group? [View article]
    Apologies for the error in the article. There was an error in the Ycharts tool, which caused the price return and total return figures to be inaccurate for KMI and KMP. Thank you, butterfly Seeker, for pointing out the error. We have made the changes to the article.
    May 29 09:01 AM | 2 Likes Like |Link to Comment
  • Rosneft Deal Is A Major Step Forward For Seadrill [View article]
    Seadrill released the earnings report today.. I went through the report and the long-term interest bearing debt has already come down. There are some other interesting developments in the earnings report. I will discuss the main points in my next article.
    May 28 10:05 AM | 1 Like Like |Link to Comment
  • What Does The New Equity Offering Mean For 3D Systems Shareholders? [View article]
    Of course 3D Systems manufacturers printers for businesses -- you can check the website to see the complete product portfolio. The company is a leader in the hobbyist market but it also has a strong commercial portfolio. I do not know about the possible acquisition candidate and I would not like to speculate on it.
    May 28 08:42 AM | Likes Like |Link to Comment
  • Is Ensco A Good Investment? [View article]
    Thank you for the kind comments, ArtfulDodger. Best of luck with your investments.
    May 27 12:22 PM | 3 Likes Like |Link to Comment
  • Is Ensco A Good Investment? [View article]
    12-18 months is short-term for me, 3-5 years medium-term and anything above that long-term. You might have a different definition of investment horizon but these are the parameters most investors follow. Anyway, my optimism has already been justified by Seadrill winning new contracts at even better day rates and Rosneft making a big commitment with NADL deal. Thank you for reading and commenting and best of luck with your investment.
    May 27 12:20 PM | 5 Likes Like |Link to Comment
  • Is Ensco A Good Investment? [View article]
    I read the NADL Rosneft deal.. very exciting. This shows further the commitment major oil companies have towards offshore drilling.
    May 26 11:29 AM | 3 Likes Like |Link to Comment
  • Is Ensco A Good Investment? [View article]
    Yes, Prudent Investor. I believe the slowdown in CapEx will be short term (12-18 months). I have explained it in my previous Seadrill articles. So, as the CapEx gets back to previous levels -- these offshore drillers will benefit considerably.
    May 26 11:26 AM | 5 Likes Like |Link to Comment
  • Bank Of America: What Should Shareholders Do In Light Of Recent Events? [View article]
    As I said in the article, structured notes are complicated and involve a number of assumptions and spreadsheets. Sometimes it is extremely difficult to understand the model for someone who has not developed that model himself. Still, an error from an FI like BAC is surprising and disappointing at the same time. Shareholders have the right to be aggrieved.
    May 1 01:36 PM | Likes Like |Link to Comment
  • Microsoft Will Continue To Grow [View article]
    Wiesje. Nokia acquisition has been discussed in detail by several authors. The scope of this article was Microsoft's progress in the CRM segment. The company operates in a number of segments and we cannot talk about the same news again and again. Thank you for reading the article. I appreciate your contribution.
    May 1 01:31 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
157 Comments
198 Likes