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Bob Curtin

Bob Curtin
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  • General Electric Reports First Quarter Earnings On Friday And Here Are My Projections [View article]
    Sorry but I consider cash flow a better measurement of a company's performance and I consider any analyst estimate that doesn't include details pertaining to cash flow as light-weight and not to be taken seriously.
    This is especially true when you have a dividend to pay and potentially change. You can engineer a nice looking earnings report but you can go broke if you spend more than you take in.
    Apr 16, 2015. 08:40 AM | 2 Likes Like |Link to Comment
  • Buy oil stocks that don't need V-shaped recovery, Goldman recommends [View news story]
    Gee, what happened to the GS January 12, 2015, forecast that called for a 6 month WTI oil price of $43.00? Maybe they should keep their forecasts to themselves until they can get it right a couple of times.
    Apr 15, 2015. 03:43 PM | 6 Likes Like |Link to Comment
  • General Electric Resorts To Financial Engineering To Boost Stock Price [View article]
    Stopped reading after, "...The stock is down almost 13% over the last 7 years,..."
    I guess the author is unaware of the fact that the segment they are selling off was the major reason for the fall from $40 to below $10,
    Apr 12, 2015. 11:19 AM | 13 Likes Like |Link to Comment
  • Hercules Offshore To Bleed $50m+ Of Cash In Q1 [View article]
    What expiration date on those calls?
    Apr 10, 2015. 09:37 AM | 1 Like Like |Link to Comment
  • Hercules Offshore To Bleed $50m+ Of Cash In Q1 [View article]
    Of course, a couple of contracts in the North Sea and your article will need a rewrite.
    Apr 5, 2015. 12:21 PM | 2 Likes Like |Link to Comment
  • Zoe's Kitchen: Cheap For A Reason [View article]
    Seems to me that any analysis of a restaurant stock should include at least a passing comment on what they serve, who they serve and what sets them apart from other "fast casual joints."
    Personally I prefer Peter Lynch's methodology over yours.
    Not saying this is another Chipotle Mexican Grill but if you did the same analysis of CMG at this stage of development you would have said it was over valued as well. Success in business is not just about extrapolating the future from recent quarterly reports,
    Mar 20, 2015. 06:55 AM | 2 Likes Like |Link to Comment
  • SandRidge price target cut to $0.50 with more losses ahead, Barclays says [View news story]
    I guess this downgrade is no worse than putting any credence in the comments of Rex Tillerson this morning on CNBC. With a straight face he talked about where the price of oil is going. He bet Billions of $ of Exxon shareholders acquiring natural gas producers as early as 2009 and as late as 2013 was saying well, yeah, I was a little early. Too bad the interviewers are so enamored of getting "heavyweight" guests that they don't dare call them on their missteps.
    Mar 5, 2015. 04:03 PM | 3 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Facebook [View article]
    From the opening "Summary":

    "The market is implying 10.15% earnings growth over the next 7-10 years, which is above the company's actual growth in recent years."

    From the "Valuation Summary"

    Earnings Per Share

    2014 $1.10
    2013 $0.60
    2012 $0.01

    Sure looks to me like earnings are growing faster than that 10.15% growth the market is implying.
    Feb 24, 2015. 10:22 AM | 4 Likes Like |Link to Comment
  • Bakken producers need $55 oil to keep production steady, regulator says [View news story]
    I temper the gloom of the moment with the recollection that the last time oil dropped to these prices I scooped up shares of KOG under a fifty cents.
    Jan 10, 2015. 06:07 AM | 4 Likes Like |Link to Comment
  • Facebook Has A Negative Margin Of Safety [View article]
    Tim, did I miss your comments on Oculus and some of FB's other acquisitions and what they might contribute to earnings? All I see here is an opinion piece.
    Dec 21, 2014. 05:35 PM | Likes Like |Link to Comment
  • Yingli Green Energy misses by $0.03 [View news story]
    I tried sending a message to the author of the report to have him post a correction but you need to have a picture and a profile in order to use their email. Perhaps someone with a picture and a profile can get him the message.
    Nov 25, 2014. 07:21 AM | Likes Like |Link to Comment
  • After Hour Gainers / Losers [View news story] shows a rip-roaring 500 share last trade @ 4:37 @$2.00 (+$0.08 or 4.17%).
    Oct 7, 2014. 09:15 PM | Likes Like |Link to Comment
  • Triangle Petroleum's Presentation, Not Performance, Seems To Be The Issue [View article]
    Why? Any reason other than bailing out the shorts?
    Sep 11, 2014. 07:01 PM | Likes Like |Link to Comment
  • American Axle & Manufacturing Holdings' (AXL) CEO David Dauch on Q2 2014 Results - Earnings Call Transcript [View article]
    Analysts on the call seem to be completely unaware of AXL's ventures in Brazil and Thailand which accounts for the earnings and revenue "misses". The company reports a doubling of eps y-o-y and a revenue gain well above the industry average but the stock gets punished because the analysts do a lousy job. Makes perfect sense to me.
    Aug 2, 2014. 11:39 AM | Likes Like |Link to Comment
  • American Axle & Manufacturing Holdings misses by $0.05, misses on revenue [View news story]
    Fascinating that "investors" react and sell based on a company's miss vs analyst estimates instead of being impressed with year-over-year revenue growth approaching 20% and 100% increase in eps.
    Aug 1, 2014. 09:20 AM | Likes Like |Link to Comment