Seeking Alpha
  • Michael Filloon
    Busy earnings week coming up. $CVI, $CVRR, $NTI, $BCEI, $FTK. Be careful around these names as all have had a nice run up.
    3/10/13
    Reply (15)
    • dem816: Thank you Michael.
      3/10/13
    • TruffelPig: I would load up on NTI if it drops under $30. This thing will probably go to 40 once people figure the cash flow!
      3/10/13
    • TruffelPig: I have a very large position in this.
      3/10/13
    • 1jforrest: 3rd quarter earning on NTI fell short of expectations and yet they paid a good dividend in the last 2 quarters. Any surprises this time?
      3/11/13
    • Michael Filloon: I have NTI estimates at an EPS of $1.70 and revenues of $1.2 billion. Should be a solid beat.
      3/12/13
    • TruffelPig: What you think about this ethanol mandate Michael? Will that impact current quarter? I went long $GPRE quickly because of that.
      3/12/13
    • thomst04: looking forward to the NTI results
      3/13/13
    • Michael Filloon: Revenues were better than expected, but didnt like the bottom line.
      3/13/13
    • TruffelPig: 1.08 makes annualized P/E of around 8. Not too bad.
      3/13/13
    • Michael Filloon: TruffelPig: I think the ethanol mandate gives a reason for the refiners to pull back a little before they take off again. Not real worried.
      3/13/13
    • TruffelPig: Me neither. Maybe a buying op coming - ALDW pulled back 5% today :)
      3/13/13
    • Michael Filloon: $FTK had a nice quarter.
      3/14/13
    • COBeeMan: Sooo, who is buying $NTI on this dip?
      3/14/13
    • thomst04: true NTI paid $50 million to off debt in 4th quarter?
      3/14/13
    • Michael Filloon: $FTK short squeeze
      3/14/13