Seeking Alpha
View as an RSS Feed

Tyler Peglow  

View Tyler Peglow's Comments BY TICKER:
Latest  |  Highest rated
  • A Closer Look At Boardwalk Pipeline Partners' Q2'14 Distributable Cash Flow [View article]
    Ron great analysis I appreciate the information. Question I have: BWP's yield is well below it's peers but it is trading cheaper on a DCF multiple (15.6 vs. 11.6). Don't you think these metrics will converge once BWP reaps the proceeds of their capex projects in the next 2-3 years?

    Secondly--in 2-3 years when BWP starts reaping whatever benefits come of the recent investments don't you think BWP could potentially trade at a premium to the peer group--won't the peer group at some point in time need to re-invest (cut dividends to fund growth) etc. like BWP is doing now? Obviously I realize a lot of that depends on where your current pipelines are and what fields are gushers in the future.
    Aug 29, 2014. 02:26 PM | 1 Like Like |Link to Comment
  • The Infinite Future Of The Yen [View article]
    Marc what is your basis for JPY97 at the end of Q3? I can agree the Yen can stay range bound for some time but simply knowing all the statistics out there (debt to GDP, income to debt ratios etc.) for the Japanese government is there a plausible scenario whereby Japan could actually come out of this WITHOUT some sort of currency/gov't bond crisis? Logically I don't see how any scenario plays out whereby they could avoid some sort of fate like that long term?
    Aug 1, 2013. 05:51 PM | 2 Likes Like |Link to Comment
  • Why 105 USD/JPY Is Possible [View article]

    What is the timeframe on your analysis--you mention the USD/JPY to hit 103 and likely 105 but 110 seems to be a stretch. Are you predicting this price movement in the next 3, 6, 12 months etc.?

    Thanks for the info.
    May 10, 2013. 03:31 PM | Likes Like |Link to Comment
  • Longwei Petroleum Vs. GeoInvesting: Someone's Wrong [View article]
    No doubt it is a fraud. There will be no repurcussions for the Chinese directors obviously. Mike Toups undoubtedly belongs in jail (chance he gets there 1 in 100). Industry is littered with snake oil salesman but if you're playing the game you have to know that. Unfortunately I overlooked red flags and vague answers in CC's and put faith in the acqusition of the 3rd fuel storage facility and the SAIC/SAC reconciliation--both faked--but both faked with Toups (American) knowledge undoubtedly.
    Mar 25, 2013. 08:38 PM | 2 Likes Like |Link to Comment
  • The Apple Confusion [View article]
    1/3 of your net worth--hahaha--that's a bullish bet--appreciate your articles. I remember reading one of your bullish AAPL articles last year when the stock was around $340 or so--your net worth must have had a heck of a bounce the past year. Thanks for the piece and research tidbit.
    Oct 17, 2012. 11:29 AM | 8 Likes Like |Link to Comment
  • Longwei Petroleum: On Its Way Back From Valuation Hell [View article]
    Cameron--just out of curiousity do you solely trade penny stocks?
    Oct 15, 2012. 11:30 AM | Likes Like |Link to Comment
  • Apple's Slide Gives An Option Investor A Fat Pitch Down The Middle [View article]
    I like the trade. Possible way to make money while AAPL consolidates. Thanks for sharing!
    Oct 1, 2012. 03:14 PM | Likes Like |Link to Comment
  • Why QE3 Can't Work: Understanding The Liquidity Trap [View article]
    Good article, respect your opinion but if you want to make money in the market--trade PRICE not OPINION... Price at 52 wk highs with hedge funds underperforming SPY says we go HIGHER in the short term.
    Sep 16, 2012. 06:30 PM | 2 Likes Like |Link to Comment
  • Fueling The China Engine: A View From The Top [View article]
    To be honest whether they hedge their inventory or not is really a moot point until this company gets valued for what it is--good or bad... That should be the only question right now trying to be answered by investors--which this article is trying...
    Jul 25, 2012. 05:39 PM | Likes Like |Link to Comment
  • Fueling The China Engine: A View From The Top [View article]
    That and the handling thus far of the 3rd acqusition has been fishy to say the least when taking into account U.S. investors nerves for Chinese small caps.... If indeed it goes through and it's legit I think it's been totally mishandled by management and investor relations...
    Jul 24, 2012. 10:36 AM | 1 Like Like |Link to Comment
  • Fueling The China Engine: A View From The Top [View article]
    Great article, Great work! The problem for institutions is that even if they believed this article and the business of LPH the float is so small and avg. shares traded daily so miniscule they couldn't build a meaningful position in LPH....

    It's like working in institutional RE... If a deal comes around that is worth $400k that a big fund could buy for $100k--they could make a massive IRR that would be very meaningful to a little guy--but in a billion dollar organization nobody cares because nominal profits are so small...

    Also not sure why bigger players wouldn't be looking at something like LPH to take it to Hong Kong where investors are more comfortable with China....
    Jul 24, 2012. 10:34 AM | Likes Like |Link to Comment
  • Apple Unlikely To Report Less Than $64 In EPS In FY2012: A Look At Recent History [View article]
    Excellent insight Camden--didn't look at it that way--thanks... Another big problem with these numbers is I assume Aapl releases i5 in the 3rd quarter. If we run into the same problem we had last year where consumers wait for the i5 until q4 q3 will probably be to weak to get apple to $64 eps in 2012... I think they need at least 1.5 quarters of i5 to get there...
    May 14, 2012. 09:34 PM | Likes Like |Link to Comment
  • Longwei Petroleum Holdings: FQ2 2012 Earning Preview [View article]
    I'm not short but I see Joe's point--if LPH truly is "clean" or as clean as a Chinese company can be this has to be one of the poorest managed jobs in terms of shareholder expectations. How many more promises can CFO Toups "make and break"--absolutely pitiful performance. Of course the flipside to that argument is there is something going on behind the scenes here we (miniority investors) aren't aware about that could possibly explain why the CFO continually falls short?
    Apr 12, 2012. 09:33 PM | 1 Like Like |Link to Comment
  • Apple Topping Out? Options Market Overheated [View article]
    I'm not an AAPL bull from this valuation but I think well said... Difficult to compare AAPL to precious metals in terms of sell-offs etc. Remember AAPL 1Q earnings are coming up--catalyst to drive stock price up on speculation whether or not earnings are any good.
    Mar 19, 2012. 06:04 PM | Likes Like |Link to Comment
  • The Apple Bubble Is Ready To Burst [View article]
    Dude you're just trying to milk the Seeking Alpha system with this article---I hope Seeking Alpha does not pay you for this because clearly you wrote this just to try and see how many clicks you could get on your page to make $$$...

    Whatever--it's kind of a clever way to make some $$$---I'll give you some props for that...
    Nov 29, 2011. 02:40 PM | 6 Likes Like |Link to Comment