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Qniform

Qniform
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  • Oracle: Outpacing The Competition In Cloud [View article]
    You may like the growth, but on a percentage basis cloud revenue and profits are very small. The investment argument on this basis is thus entirely dependent on execution and marketplace acceptance. It is by no means assured. Nevertheless, I'm long ORCL.
    Jun 27, 2015. 08:29 PM | 1 Like Like |Link to Comment
  • Fairness Opinion #3: The Williams Companies' Shareholders Should Have Taken It [View article]
    Thanks Dutch. I had been going by their pro-forma org chart which lists the new holdco (ETC) as an LP. I suppose their statement takes precedence.
    Jun 27, 2015. 08:00 PM | 1 Like Like |Link to Comment
  • REIT Sell-Off Creates Attractive Entry Price In Gramercy Property Trust Shares [View article]
    I'm also long GPT (having bought when the current team took over), and using the recent weakness to get longer. Despite large gains so far, I quite agree that the incentives align management's interest with mine and I fully believe they and I will see the maximum payoff levels.

    The timing of the move into Eurozone is good, IMO, and will provide a catalyst for increased valuations when they spin the unit, and when their management fees begin to flow. So far, I'm very impressed with Dugan et al.
    Jun 27, 2015. 03:22 PM | Likes Like |Link to Comment
  • Fairness Opinion #3: The Williams Companies' Shareholders Should Have Taken It [View article]
    Great comment User128. It spoke for itself, even without the expert verification provided by the CV. :)
    Jun 27, 2015. 03:07 PM | 2 Likes Like |Link to Comment
  • Fairness Opinion #3: The Williams Companies' Shareholders Should Have Taken It [View article]
    ENB could play if they wanted to. There would be some great synergies in the Northeast, and with the current pipes it would give a route to Canadian product to the GoM independent of any approval process on Keystone. I would love to see this over the ETE deal.
    Jun 27, 2015. 02:28 PM | 1 Like Like |Link to Comment
  • BreitBurn Energy Partners: Has Stability Finally Come? [View article]
    Josh, it's refreshing for someone to own up to a bad decision - we all make them. My advice to you is not to sell at this point. While downside risk is not eliminated, in an increased commodity price environment there would be some share price recovery. Meanwhile, the lenders are playing ball and there should be at least some level of continued distribution barring a re-test of commodity price lows.

    I'd also suggest you pay attention to commenters like RLP2451, who are quite knowledgeable in this space.
    Jun 27, 2015. 02:20 PM | 1 Like Like |Link to Comment
  • This Investment Bank Underwrites 13% Of IPOs And Pays A Growing 5.76% Dividend [View article]
    I think it's important to note the recent reorganization into a limited partnership. http://tinyurl.com/ow7...

    I am currently long only the preferred (there have been some nice entry points).
    Jun 27, 2015. 01:25 PM | Likes Like |Link to Comment
  • Boston Private Financial: Extra-Cautious Management [View article]
    Since I own only the preferred at an advantageous entry price, I'm happy with an overcautious management approach (stipulating that, for the sake of discussion).
    Jun 27, 2015. 01:20 PM | Likes Like |Link to Comment
  • California Resources Has Many Positive Catalysts Ahead [View article]
    Legal trends show that parent companies may remain on the hook for liabilities if things go south. E.g. the current battles between bond holders and a casino operator (forget who right now). Another was this big one http://tinyurl.com/pwt...

    This is almost a moot point given OXY's continued large ownership position.
    Jun 27, 2015. 12:36 PM | Likes Like |Link to Comment
  • Fairness Opinion #3: The Williams Companies' Shareholders Should Have Taken It [View article]
    My problem with the transaction is the currency. ETE prior to the offer is more price inflated (mid $60-$70) in share price trend than was WMB (in the high $40 range). It seems that the timing of the offer was calculated to take advantage of that temporary "currency" arbitrage. Personally, I have no desire to own the ETE L.P. in place of the WMB C Corp.
    Jun 27, 2015. 12:23 PM | 6 Likes Like |Link to Comment
  • Re-Examining My Bullish Thesis On Hershey [View article]
    So there was a price decline from nosebleed territory, to an area where one merely suffers altitude sickness...

    AP, you usually don't play in overvalued sectors. What's up?
    Jun 26, 2015. 08:08 PM | Likes Like |Link to Comment
  • 3 Offshore Drillers That Could Be Seen As A Takeover Potential [View article]
    <Do you think a takeover or a merger makes sense?>

    1. ORIG - Very unlikely due to off balance sheet complications within G. Economu's empire. What outsider would get involved?

    2. PACD - Similar to #1, Quantum Pacific is the majority shareholder with cost 5x current price. I don't see them agreeing to a take over anytime soon. Maybe asset sales. They are more likely to backstop capital needs IMO.

    3. VTG - Per my comment above, a merger would be crazy. Assets are likely to be available at fire sale prices for those who would have the liquidity to merge in the first place. Why would they take on debt at book value?

    I'm long PACD (but not standing pat - I trade this one pretty frequently).
    Jun 26, 2015. 03:47 PM | Likes Like |Link to Comment
  • 4 Healthcare REITs For A Healthier Retirement Portfolio [View article]
    <but "calculating it" does exactly what - make you feel good? or bad?>

    LOL. Sounds like calculating yield on cost to me.
    Jun 26, 2015. 03:35 PM | Likes Like |Link to Comment
  • Williams Has More Room To Run [View article]
    OT: I liked the other picture better Mr. DeMuth.
    Jun 26, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • 3 Offshore Drillers That Could Be Seen As A Takeover Potential [View article]
    FT, forgive me but swing trading a potential bounce was not your article thesis. The question of how do do short term trades has nothing to do with any of the contract or financial metrics you presented.
    Jun 26, 2015. 12:37 PM | Likes Like |Link to Comment
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