Seeking Alpha

Constellation Energy Partners, LLC (CEP)

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Comments on CEP

  • Testing the Performance of Price-to-Book Value [View article]
    I'd be very interested to see how a portfolio of the lowest EV/Total Assets would do. This would account for leverage. I've never seen... More »
    Comment by ValueBarbarossa
    Nov 29 01:45 am |
    Rating: 0 0
  • Testing the Performance of Price-to-Book Value [View article]
    Every one of the shipping companies you listed have greatly overstated the real value of their ships. They are based on the purchase... More »
    Comment by ramisle
    Nov 27 15:42 pm |
    Rating: 0 0
  • Testing the Performance of Price-to-Book Value [View article]
    In the industrial era, the value of companies tracked their book value. This is because performance and competitive advantage were... More »
    Comment by Mary Adams
    Nov 24 16:49 pm |
    Rating: +2 0
  • Testing the Performance of Price-to-Book Value [View article]
    Yes, low price to book could outperform the market, but so could other ratios like: low price to free cash flow , high return on... More »
    Comment by SeekingTruth
    Nov 23 21:25 pm |
    Rating: +1 0
  • The Hun's Top 12 Value Buys [View article]
    I 2nd the refiners idea. The refiners are shutting down plants, scheduling major turnarounds, nothing new going up (with the exception,... More »
    Comment by LE
    Nov 23 20:54 pm |
    Rating: +1 0
  • The Hun's Top 12 Value Buys [View article]
    Conn's is a bargain now; even if they had to write off half their receivables and interests in securitizations (which would be extreme),... More »
    Comment by LE
    Nov 23 20:40 pm |
    Rating: 0 0
  • Testing the Performance of Price-to-Book Value [View article]
    Also interesting: Only 8 of the 30 haveprices above $5/share. That makes them ineligible for most institutional trading. It will be... More »
    Comment by David Van Knapp
    Nov 23 11:09 am |
    Rating: +1 0
  • Testing the Performance of Price-to-Book Value [View article]
    Plenty of ships in there - but there would be, wouldn't there with valuations so depressed. They are so immediately related to volume of... More »
    Comment by Boubou
    Nov 23 09:53 am |
    Rating: +1 0
  • Constellation Energy: A Good Trade for a Natural Gas Rebound [View article]
    NAV can be manipulated, so let's look at it from a different angle. say you are an investor and you are looking to buy certain... More »
    Comment by Pakiya
    Oct 30 16:24 pm |
    Rating: 0 0
  • MLPs Keep Roaring Ahead [View article]
    Avi, Appreciate your article on MLP's. It would be helpful if you would go into a little more detail about these two points: 1.... More »
    Comment by skyraider
    Oct 28 12:53 pm |
    Rating: +1 0
  • MLPs Keep Roaring Ahead [View article]
    MLP dividend, I understand, is not tax-free; it is tax-deferred. The taxes are due when the units are sold.
    Comment by RK
    Oct 27 20:24 pm |
    Rating: 0 0
  • MLPs Keep Roaring Ahead [View article]
    I believe that AMJ is an ETN rather than an ETF. Since it is JPM on the note, not too terribly risky, but still worth considering.
    Comment by Augustus
    Oct 27 16:37 pm |
    Rating: 0 0
  • Outrageous Opportunities in Upstream MLPs [View article]
    Even a year and half later there is still a ton of upside to the E&P MLP sector. The top 5 or so partnerships have since delivered... More »
    Comment by Becci Weiss
    Oct 27 12:54 pm |
    Rating: 0 0
  • The Hun's Top 12 Value Buys [View article]
    Nice recommendations. Thanks. I noticed you picked CONN on Motley Fool and it has since fallen 45%-- the credit they have extended to... More »
    Comment by seekingvalue
    Oct 26 14:22 pm |
    Rating: 0 0
  • Constellation Energy: A Good Trade for a Natural Gas Rebound [View article]
    Pakiya Interesting idea...my primary concern is that CEP's NAV is overstated as it is based on internal estimates regarding assumptions... More »
    Comment by CCMIP
    Oct 14 18:26 pm |
    Rating: 0 0