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Bob Curtin

Bob Curtin
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  • 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]
    nasdaq.com 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
  • Atwood Oceanics nabs drilling services contract for rig [View news story]
    Come on guys, we should be paying attention to the negative views of the analysts not those contracts that are being executed daily. What is real, contracts or opinions?
    Jun 19, 2014. 12:35 PM | 16 Likes Like |Link to Comment
  • Don't read too much into Ensco‚Äôs big new contract, analysts say [View news story]
    Face it, if analysts were able to understand the fundamentals of the companies they follow and could actually forecast, revenue, earnings and cash flow, they would be making money going short and long stocks instead of spending their time revising estimates and making ill-timed calls. About all their forecasts are good for is bulletin board material for CEOs.
    Jun 18, 2014. 05:45 PM | 2 Likes Like |Link to Comment
  • Triangle Petroleum's (TPLM) CEO Jonathan Samuels on Q1 2015 Results - Earnings Call Transcript [View article]
    Just wanted to publicly thank the analyst at Global Hunter Securities for making those bargain-priced shares available last week. The downgrade was truly just-in-time.
    Jun 11, 2014. 11:33 AM | 1 Like Like |Link to Comment
  • Triangle Petroleum -4% on Global Hunter downgrade [View news story]
    You have to love analysts. This Global Hunter analyst sits on his hands for 9 months while TPLM crosses his price target repeatedly and then a week before quarterly earnings are to be released decides the time is right to announce a downgrade since it has hit his price target. Pretty weak.
    Does make one wonder if there is an ulterior motive for the downgrade
    Jun 3, 2014. 12:10 PM | 3 Likes Like |Link to Comment
  • Hercules Offshore - Becoming A Market Leader In HPHT Drilling [View article]
    This stock would not be beaten down by the shorts and high frequency traders without the collusion of analysts. These analysts have consistently lowered eps estimates quarter after quarter and continue to do so despite the fact that they have seen the company "miss" their revenue estimates but beat the eps estimates by wider and wider margins.
    With the publishing of monthly fleet status reports anyone who is competent at his/her job would not have difficulty projecting earnings yet quarter 2 eps estimates range from a $0.12 profit to a loss of $0.01. Some of those estimates have zero credibility as the analyst reports an eps number but does not go on record with revenue and cash flow estimates. I do not know how you could build an eps estimate with any confidence if your model doesn't start with revenue and end with cash flow.
    I put no faith in these so-called analysts unfortunately others do.
    May 30, 2014. 11:05 AM | 3 Likes Like |Link to Comment
  • Mississippian Lime: Tom Ward's 600,000-Acre Comeback [View article]
    I wonder how long before we see an IPO with a prospectus touting Mr Ward's track record of building great enterprises. I wish him well, in fact, many wells and all of them dry.
    Mar 24, 2014. 08:37 AM | 8 Likes Like |Link to Comment
  • After A Solid Fourth Quarter, SandRidge May Be Poised For Continued Growth [View article]
    The trouble with government enforcement is that it punishes shareholders and not the criminals. In the final analysis, companies don't violate laws, PEOPLE do and it is those people who should suffer the consequences. Trouble is management generally is willing to plead no contest and write a big check and the enforcement agency is only too happy to offer and accept the deal rather than take on the tough task of proving that the real criminals should pay the penalty.
    Mar 2, 2014. 12:02 PM | 5 Likes Like |Link to Comment
  • Patterson-UTI upgraded to Buy at Global Hunter despite yesterday's surge [View news story]
    Just pathetic, raised the price target from $22....Just a wee bit late.

    I listened in on the call and sure don't need Global Hunter to regurgitate what management said. These analysts have no shame and worse no accountability for incompetence.
    Feb 7, 2014. 03:07 PM | Likes Like |Link to Comment
  • Hercules Offshore Management Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    I guess the Wunderlich analyst who cut his 2013 eps estimate to $0.21 in late January didn't think it was necessary to participate in the q & a. Seems like all those analysts who cut estimates and price targets based on what they saw in the December Fleet Status Report need a course in remedial reading.
    Feb 6, 2014. 06:05 PM | Likes Like |Link to Comment
COMMENTS STATS
71 Comments
141 Likes