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Deepvoice

Deepvoice
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  • Linn Energy Is A Buy Below $40 [View article]
    This is a complex story.

    Yes, earnings per unit are increasing, but the company used a $1.2 Billion IPO to repurchase units and likely to raise its dividend. Were the higher dividend payments made possible by the IPO, as earnings were not enough? I can't tell, as dividends usually exceeded earnings. Also, the company has a cash balance of only $1.2 million??

    I think this is a risky play. I would like to see another 6 months of financials for comfort.
    Jan 4 07:45 AM | Likes Like |Link to Comment
  • Chevron Takes Over Operatorship Of Kitimat LNG, Pays Low Price [View article]
    Chevron has been on my short list for the past month. The stock looks undervalued by my measures and is the most undervalued of all the major oil conglomerates.

    I'm not sure if analyst earnings projections 2 months ago included Kitimat LNG - if not, it is just more upside for the stock.
    Dec 31 03:39 PM | Likes Like |Link to Comment
  • You Should Sell Hewlett-Packard [View article]
    Selling HP was something former Compaq workers suggest to me years ago. What I heard was that there was a definite issue with the new culture imposed by Fiorina, and allowed by the Board of Directors.

    Its a shame, I was always willing to pay a little more for an HP product, but after the latest evidence of dysfunction, it is clear that the Board of Directors and executive management team needs an overhaul. I often wondered why as of late the Board of Directors didn't promote a long term insider to lead the company.
    Dec 30 01:15 PM | 1 Like Like |Link to Comment
  • Apache Looks Significantly Undervalued [View article]
    I discovered the low valuation a few weeks ago and have since been long. Nice report, though I question projecting cash flows beyond 10 years, even 5 years in some cases *smile*.

    Fellow GSB Alum
    Feb 8 08:41 AM | Likes Like |Link to Comment
  • Apache Looks Significantly Undervalued [View article]
    I noticed the under valuation a few weeks ago and have since been long. Nice report, though I question trusting cash flow projections beyond year 10, even year 5 in some cases *smile*.

    Fellow Chicago Booth Alum
    Feb 8 08:41 AM | 1 Like Like |Link to Comment
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