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Stephen Simpson, CFA

 
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  • Execution Helping Hudbay Minerals Get Its Due [View article]
    I'm sorry, but no, I'm not going to go into the level of detail you request. I do not share my models at that level of detail.
    Jul 13 11:43 AM | 1 Like Like |Link to Comment
  • Execution Helping Hudbay Minerals Get Its Due [View article]
    The change in valuation on Lalor and Constancia is due overwhelmingly to the change in share count after the Augusta deal.

    Reed is still in my valuation. I simply did not include mention of it in the article, as I do not include the same level of detail in non-Top Idea pieces. And the debt still "features" in my valuation, again I simply did not make an explicit mention of it.
    Jul 13 11:09 AM | Likes Like |Link to Comment
  • Williams Companies Offers Growth, Upside, And Risk [View article]
    It's not just the ownership structure; everything ETE does is complex.
    Jul 12 07:39 AM | Likes Like |Link to Comment
  • Williams Companies Offers Growth, Upside, And Risk [View article]
    I just think that ETE has a more fully-developed strategy (owning GP interests of multiple MLPs), a more robust development pipeline, and a more interesting collection of assets. I also believe they have a lower cost of capital and less execution risk. As I said in my prior comment, I think WMB is moving in a direction where it will be ETE-like in the coming years.
    Jul 11 07:50 PM | 1 Like Like |Link to Comment
  • Williams Companies Offers Growth, Upside, And Risk [View article]
    I think ETE is the better company. WMB is cheaper today and could become ETE-like over time. Honestly, I'd probably invest in both but I'd say WMB is the higher risk/higher reward pick today.
    Jul 11 10:00 AM | 1 Like Like |Link to Comment
  • Controversial Gazprom Still Cheap, Still Risky [View article]
    It's early... the comments may show up yet...
    Jul 10 04:42 PM | Likes Like |Link to Comment
  • Noble Energy Targeting Multiple Growth Plays [View article]
    Perhaps part of the reason is that they're not as well-quantified yet?
    Jul 9 12:09 PM | Likes Like |Link to Comment
  • Oneok Partners Still Looking At Significant Growth Opportunities [View article]
    This could be of interest for that:
    http://bit.ly/1ouBrpb
    Jul 7 06:04 PM | 1 Like Like |Link to Comment
  • Energy Transfer Partners And Equity Offer Complicated Value [View article]
    I'm sorry, but I do not reveal/discuss that level of detail in my models.
    Jul 7 10:25 AM | 1 Like Like |Link to Comment
  • Dover Still Excellent, But Not Currently A Bargain [View article]
    You'd think so (and I don't mean to imply that you're not serious or sincere), but those pieces don't actually do that well in terms of pageviews.

    Now, doing it just because it's a good piece and it would be helpful in my own investing *IS* a good reason ... so once I knock my backlog back to a more manageable level, that's something I'm going to look into doing
    Jul 6 09:01 PM | Likes Like |Link to Comment
  • Dover Still Excellent, But Not Currently A Bargain [View article]
    Yeah, it's not a bad story (has the turnaround angle too). It's the one that jumps out from my sheets as the most expensive, though since I rarely have all of the stocks I follow equally "fresh" there's definitely a margin of error.
    Jul 6 12:28 AM | Likes Like |Link to Comment
  • Dover Still Excellent, But Not Currently A Bargain [View article]
    "You write "Dover isn't the most expensive quality industrial out there ...". Which, in your view, is?"

    Probably Colfax.
    Jul 5 12:08 PM | 1 Like Like |Link to Comment
  • Keppel Corp.'s Frustrating Lack Of Progress [View article]
    Thanks Tom. Much appreciated
    Jul 5 12:05 PM | Likes Like |Link to Comment
  • Atlas Copco Is Great Everywhere But In Value [View article]
    Pretty sure Atlas is the leader ... I think this is an area where Gardner Denver is relatively strong as well.
    Jul 5 09:13 AM | Likes Like |Link to Comment
  • Keppel Corp.'s Frustrating Lack Of Progress [View article]
    Thanks Starboard
    Jul 4 10:22 PM | Likes Like |Link to Comment
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