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Sarah Tyler

 
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  • Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
    PIKE does not compete in the 345kv and up transmission and distribution business that GV's large project is in so it is not a great comp. PIKE's bread and butter is the lower voltage stuff. PIKE generates 10% + or - GROSS margins on construction and high 20s lows 30s on the emergency storm work which brings up its average gross margin. PIKE is also benefiting from its EP&C (engineering, procurement, and construction) segment. This can be verified through filings & analyst work.

    WG's transmission and distribution segment is a great comp as they recently acquired it and it is doing business largely in Texas. I agree WG's enterprise level margins are less relevant because of the pipeline etc. business which is why I only mentioned segment EBITDA.
    Mar 27 10:58 AM | Likes Like |Link to Comment
  • Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
    twh. As of yesterday afternoon, the vectorvest target was $7.26; however, that system runs off some sort of momentum algorithm that constantly moves the target price around, not intrinsic value.

    See the following video at 0:50 for the following statement from the the vectorvest founder, Bart DiLiddo: "I never advise anybody to buy stocks that are going down in price cause you don't know how far down is."

    http://bit.ly/YIxW0U
    Mar 27 10:50 AM | Likes Like |Link to Comment
  • Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
    I hope your vectorvest price target is a joke.
    Mar 27 08:26 AM | Likes Like |Link to Comment
  • Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
    No CEO in their right mind would not say things look rosy. To not include such a statement would be to beg investors to dump your stock. Management saying things look great in the face of adverse business conditions is hardly a new thing.
    Mar 27 08:26 AM | Likes Like |Link to Comment
  • Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
    Geo - Not disputing a timely call last summer; however, margin analysis is indisputable and while your last note on the possible contract win was timely, Irby ultimately won.
    Mar 27 08:26 AM | Likes Like |Link to Comment
  • Herbalife: Beware The White Knight [View article]
    Icahn is getting busy with this and Dell now.
    Mar 25 02:45 PM | 1 Like Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Sell, Weekly Market Outlook [View article]
    What does that even mean Zorro?
    Mar 25 02:45 PM | Likes Like |Link to Comment
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