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Stephen Simpson, CFA

 
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  • Differentials All The Difference For Cabot Oil & Gas [View article]
    Yes. I think drilling out their acreage in the Eagle Ford will do that for them, but Marcellus will still be a large percentage for the near future
    Jun 28 08:01 AM | Likes Like |Link to Comment
  • C&J Energy Services Goes All-In With The Nabors Deal [View article]
    yeah, stocks like this have the frustrating habit of being - nothing ... nothing ... nothing (sell) ... BOOM! (swear words)
    Jun 27 10:24 PM | 1 Like Like |Link to Comment
  • Teck Resources Hunkering Down [View article]
    See above - it's an automated inclusion. I have no control over it as an author.
    Jun 27 12:55 PM | Likes Like |Link to Comment
  • Teck Resources Hunkering Down [View article]
    The disclaimer is an automated function and it gets thrown off when "Y/F" ADRs are mentioned.
    Jun 27 11:46 AM | 1 Like Like |Link to Comment
  • Teck Resources Hunkering Down [View article]
    Not sure I agree with you about that. Could be that the market regards it as a prudent capital preservation step.
    Jun 27 11:03 AM | Likes Like |Link to Comment
  • ING Groep NV Looks Significantly Undervalued Today [View article]
    Thanks for that
    Jun 27 07:37 AM | 1 Like Like |Link to Comment
  • ING Groep NV Looks Significantly Undervalued Today [View article]
    Mathew - thanks for the info!
    Does "permanent" job mean something like a salaried 40-hr/week job? I'm thinking that a job like waiting tables wouldn't be secure, but an office job would be. Is that accurate?
    Jun 27 06:08 AM | 1 Like Like |Link to Comment
  • Energy Transfer Partners And Equity Offer Complicated Value [View article]
    No, I do not discount it differently.
    Jun 26 05:59 PM | Likes Like |Link to Comment
  • Santander Looks Pricey Relative To Its Capital And Growth Prospects [View article]
    Debutant - I apologize for how snarky that response was. I don't believe that past problems are "proof" of future issues, but I could have expressed it a lot better.
    Jun 26 01:56 PM | 1 Like Like |Link to Comment
  • Santander Looks Pricey Relative To Its Capital And Growth Prospects [View article]
    And if time ran backwards, that would be important.
    Jun 26 01:07 PM | 1 Like Like |Link to Comment
  • Energy Transfer Partners And Equity Offer Complicated Value [View article]
    I like the announcements, though I think the market's reaction may be a little overdone. With the caveat that I haven't done a detailed breakdown yet of the DCF from these projects, I'd say it's fairly valued to slightly undervalued.
    Jun 26 09:42 AM | 1 Like Like |Link to Comment
  • Can Magellan Find A Route To An Even Higher Multiple? [View article]
    Funny you should ask that. I'm working up to a piece on a fund in that family. As for an entry price on MMP. Mid-to-low $70s would start really getting my attention
    Jun 26 06:47 AM | 1 Like Like |Link to Comment
  • CNOOC Has Growth Issues, But A Low Valuation Too [View article]
    You're welcome. Thanks for the kind words.
    Jun 26 06:45 AM | Likes Like |Link to Comment
  • Yara International Offers A Tricky Balance Of Quality And Value [View article]
    Agreed. I'd consider the potash stocks when potash is really getting hammered, but I like Yara as more of an all-weather pick.
    Jun 25 04:47 PM | Likes Like |Link to Comment
  • Yara International Offers A Tricky Balance Of Quality And Value [View article]
    Guraaf -
    Ukraine is a small part of the fertilizer market (about 2%), but there's definitely a risk that this turbulence w/ Russia impacts their ability to produce. Net-net, it would be good for Yara.

    As for Assa, SKF, and Sandvik. They're all on the to-do list. I'd like to say I'll get to them w/i two weeks, but I know better...
    Jun 25 04:46 PM | Likes Like |Link to Comment
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