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BirdWatcher

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  • Dividend Watchdog: How Safe Are These 8 Yields? [View article]
    Where do these goofy headlines come from - totally misleading. Seeking Alpha generally does a good job but, seriously, something needs to be done about the headline writers. The use of totally unrepresentative headlines has become more and more of a problem recently.
    Jun 18, 2011. 07:07 PM | 5 Likes Like |Link to Comment
  • Natural Gas: Fundamentally Bearish but Expecting a Seasonal Rally [View article]
    NG price should bottom out at around $3.50/mmbtu. Below these levels, ng is cheaper than coal, so we will see utilities switching from coal to gas, essentially establishing a floor price for gas. Also, below $3.50, I suspect the bigger producers will start shutting in production, adding further price support. New shale gas projects probably need prices north of $5-6 to be economic, so assuming gas demand continues to grow, prices should be headed upward in the medium term.
    Oct 8, 2010. 02:38 PM | 3 Likes Like |Link to Comment
  • IMAX Climbs on Rumors of Potential Bid but Investors Remain Doubtful [View article]
    Imax will make $1.30-$1.50 in 2011 and around $2 in 2012, as studios scramble to have more of their movies benefit from the IMAX brand name, and the number of theatres grows from 470 as of Sept/10 to 650 range by yearend 2012. Under this scenario, a $40 takeover price looks like a steal.
    Jan 3, 2011. 04:46 PM | Likes Like |Link to Comment
  • Natural Gas: Fundamentally Bearish but Expecting a Seasonal Rally [View article]
    To JC Johnson - yeah, it's not really switching. Rather, as contracts and logistics permit, it involves shutting down coal-fired facilities and increasing utilization of gas-fired facilities, many of which are currently being used for peaking purposes, so gas would be replacing coal as a baseload fuel.
    Oct 12, 2010. 07:33 PM | Likes Like |Link to Comment
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