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Latest  |  Highest rated
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    Not so sure about paying down the debt part. Fitch was clear that the added buybacks will not reduce the debt as much as planned. It will be interesting to see what the company actually does on the buyback. Though maybe not expected, the big selloff allows it to buy a lot more shares now.
    Feb 18, 2013. 11:48 PM | Likes Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    Well the agencies should do nothing other than warn that a buyback of a certain size would lower the credit rating. After all, a buyback equal to the dividend cut shouldn't make any difference.

    Still my point is why anybody even bothers with these agencies.
    Feb 18, 2013. 11:43 PM | 1 Like Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    In theory you still have the same amount of money at the end of the day. Stocks paying out dividends won't increase in value as much.
    Feb 18, 2013. 11:38 PM | Likes Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    They lost the institutional investor? So the investor that wanted 7% prior now will turn down the 7%? The divy is a lot safer now.

    A triple play? Are you joking? The company just increased what they are paying out. Investors should care less about the concept of never cutting the dividend and more about the facts.
    Feb 18, 2013. 11:37 PM | Likes Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    Exactly, everybody knew it was a dangerous stock in the first place. No retiree should've had much invested in CTL. The new strategy is much more logical and the selloff creates a great buying opportunity for new investors.
    Feb 18, 2013. 11:35 PM | 1 Like Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    Not sure retirees should've been invested in CTL in the first place. At least not more than 1-2% of net assets. How exactly were they screwed by the company becoming more reasonable with the capital allocation play? If anything, investors ought to buy shares on the dip.
    Feb 18, 2013. 11:33 PM | 1 Like Like |Link to Comment
  • Coming Soon: More Losses At Clean Energy Fuels [View article]
    Never heard of a store being built and not opened.
    Feb 18, 2013. 03:02 PM | 1 Like Like |Link to Comment
  • Coming Soon: More Losses At Clean Energy Fuels [View article]
    This comment was unconvincing that investors shouldn't be concerned about the short term of this stock. Remember that as long as CLNE is losing tons of money the company may not have a long term.
    Feb 18, 2013. 03:01 PM | Likes Like |Link to Comment
  • Coming Soon: More Losses At Clean Energy Fuels [View article]
    Whether stolen or not I don't see anybody making money off it yet. Great concepts don't always make money.
    Feb 18, 2013. 02:56 PM | Likes Like |Link to Comment
  • Will A New CEO Deliver Gains For Chesapeake Investors? [View article]
    Sorry, should've been more clear that the amount came from investor presentation. It is also net debt. With all of the asset sales, the more current amount would be from a few weeks back and not the 10Q.
    Feb 18, 2013. 10:06 AM | 4 Likes Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    Doesn't it depend on the reason? The whole mindset that a company can't cut its dividend causes most companies to have smaller payout ratios to avoid this very scenario.
    Feb 18, 2013. 10:03 AM | 2 Likes Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    Great point. An announced buyback is completely different from a utilized buyback. The PR was emphatic that the buyback would be completed in 2 years, but plans always change and thats the beauty of buybacks. Investors are a whole lot more forgiving and understanding when a buyback isn't implemented as opposed to a dividend. Case in point being the selloff on CTL.

    It has never made sense that investors focus more on what a stock like CTL does with the FCF than what the company does to generate FCF.
    Feb 18, 2013. 10:01 AM | 1 Like Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    Rating agencies? Really?

    Fitch downgraded CTL b/c it plans a stock buyback. Seems rather absurd to make a cut on a plan not even implemented yet. Talk about ahead of the game.

    Honestly, how can CTL be junk if all it has to do is completely cut the dividend and pay down the debt. The company has no cash problem.
    Feb 18, 2013. 09:57 AM | 3 Likes Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    Income is more efficient if it comes from capital gains instead of dividends. Having consistent payouts is definitely beneficial to that strategy, but what is the difference from selling some investment gains?
    Feb 18, 2013. 09:53 AM | 1 Like Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    What is so baffling about a flexible strategy that allows for returning more capital to shareholders? Not only are buybacks more tax efficient, but the flexibility allows BODs to spend more. The baffling part is that shareholders still live in the 1900s when it comes to dividends.
    Feb 18, 2013. 09:48 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
6,814 Comments
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