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User 10485921

User 10485921
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  • User 10485921
    $SMLP buying on the drop
    Aug 7, 3:07 PM
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      • User 10485921
        $SMLP 78% of its cash flow is completely guaranteed via MVCs; gathers gas, not crude and very, very limited commodity exposure
        Aug 6, 10:44 AM
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          • User 10485921
            $SMLP is looking great! strong yield and has great leverage to the Utica; other basins have good contracts. Buy for me now at these prices
            Jul 29, 11:23 AM
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              • User 10485921
                SMLP was downgraded today (lower price target) at RBC - this thing is going to a 9% yield, will be stuck in MLP death spiral $SMLP
                Jun 9, 12:14 PM
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                  • User 10485921
                    comments at latest conference indicate low returns and oil price risk; slower grower than people thing $SMLP
                    Jun 4, 11:16 AM
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                      • User 10485921
                        sell, sell, sell at anything below a 7% yield; very concerned about the volumetric risk associated with its Barnett assets $SMLP
                        Apr 22, 9:59 AM
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                          • User 10485921
                            sell $EWO
                            10/9/14
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                              • User 10485921
                                $ORCL - screaming buy - 7.1x on LTM adj. EBITDA and 10.9x P/E - still had organic growth on license and maintenance was up 8%. BUY
                                9/19/13
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                                  • User 10485921
                                    $ADSK, strong franchise, growth of BIM, 3D printing tailwind (dominant leader), emerging markets, free cash flow, +30% EBITDA margins - BUY
                                    6/28/13
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                                      • User 10485921
                                        $ADSK is getting beat up today on macro news - always a buy on it. Low street expectation on 2Q (rev down 1%), looking like an outperform
                                        6/28/13
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                                          • User 10485921
                                            $ORCL new partnerships with MSFT, N and CRM are incrementally positive for $ORCL and are going after WDAY - cloud infrastructure provider
                                            6/28/13
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                                            • User 10485921: $ORCL is positioning itself to become THE cloud infrastructure provider - rumors are that the CRM deal was nine digits...
                                              6/28/13
                                              • User 10485921
                                                look at $ORCL valuation... 6.4x EV / 2014 EBITDA and 6.1x 2015 - cheaper than Microsoft and two turns cheaper than IBM - WOW - screaming BUY
                                                6/28/13
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