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Qniform

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  • Cisco Earnings Preview: Will John Chambers Departure Make A Difference? [View article]
    Thanks for the article BG. Seems to me that CSCO is a fairly reliable slow growth performer. More beta than one might expect for that role, but steady. They will deploy the expat cash in an acquisition or three soon I think.

    PS Lots more typos than usual in this article. Don't SA editors do ANYTHING?
    Aug 11, 2015. 08:22 PM | 2 Likes Like |Link to Comment
  • Freeport-McMoRan Files To Issue New Equity And The Market Gets Over It [View article]
    Is your third bullet re: mReit is a paste mistake?
    Aug 11, 2015. 08:07 PM | Likes Like |Link to Comment
  • Kinder Morgan's Debt Level Should Scare You [View article]
    ENP didn't exist until after 1990 if I remember correctly (a long time ago for accuracy). I don't know of a way to research retired tickers either.
    Aug 11, 2015. 02:15 PM | Likes Like |Link to Comment
  • Gilead's Stock Price, Harvoni Pricing, And The Threat Of Merck- A Physician's Perspective [View article]
    "Where greed is the core value of a company it is doomed."

    Or the core value of a society. Actually, I look at it in more basic terms - greed is derived from pride. The original sin. Viewing all things as subordinate to self.
    Aug 11, 2015. 09:51 AM | 1 Like Like |Link to Comment
  • Why Dividend Growth Investing Is Not Always Best [View article]
    The crowd's "wisdom" is at odds with reality sometimes 856.

    http://bit.ly/1TgY0BA
    Aug 10, 2015. 03:38 PM | Likes Like |Link to Comment
  • ABB: Sailing Through Headwinds With A High Yield [View article]
    Well, I did say 10 years, right? ABB +181%, SPY +71%, EMR +40%, GE -23%, ETN +92%, HON +182%.

    I can't help the fact you don't like the comps I chose, but offer some other good ones and we can actually talk meaningfully. Using pseudo insider terms like "dead money" isn't helpful. Look at what these companies actually do and where they operate. Maybe you just don't like the industrial equipment sector?
    Aug 10, 2015. 10:25 AM | Likes Like |Link to Comment
  • Kinder Morgan's Debt Level Should Scare You [View article]
    I guess you're right IB. 12 people "liked" the original comment, with it's clearly erroneous data. So, perception is reality, until the real thing issues a wake up call.
    Aug 10, 2015. 01:08 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan's Debt Level Should Scare You [View article]
    Wrong. http://bit.ly/1J4QGUR. You are clearly confused.

    Maybe you should call Kinder Morgan themselves them so they get the story right?
    Aug 9, 2015. 06:39 PM | 2 Likes Like |Link to Comment
  • American Realty Capital Properties: Shooting For A 7% Dividend Yield? [View article]
    You are most welcome PM. I hope you will not be discouraged at all - and continue to participate.
    Aug 9, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • HollyFrontier (HFC) Michael C. Jennings on Q2 2015 Results - Earnings Call Transcript [View article]
    Given their balance sheet and the carnage in the midstream space, it's reasonable to assume that there may be some acquisitions that aid vertical integration and extend the drop down runway with HEP. OTOH, they have (conservatively) estimated $175mm increase in EBITDA for capital projects all completing this year.

    Still, it's hard to say exactly how that results in a 50% valuation increase unless the assets are bought very low. There is a lot of competition for such assets. So - me too. I'm looking forward to analyst day.
    Aug 9, 2015. 12:25 PM | Likes Like |Link to Comment
  • Denbury - A Waiting Game That's Not Going To Pan Out [View article]
    I get the process - and if so DNR will not be alone. But your prophesy (about the commodity price) is not certain. So far predictions have been failures.
    Aug 9, 2015. 11:33 AM | Likes Like |Link to Comment
  • Harry's Plan: Buy, Hold, And Collect [View article]
    Congratulations on your early focus on financial success through investing. You said:

    "Well, what happens when their principal drops 60% and they do not understand the market, businesses, and how things work."

    Assuming that was a question, history shows that the answer is, 'they sell.' And like the timing of their buying, it is likely to be very destructive to capital.

    The open question is whether even those folks who understand the behavioral and emotional pressures at work can withstand them. I don't see that demonstrated anywhere yet - certainly not here on SA.
    Aug 9, 2015. 11:28 AM | Likes Like |Link to Comment
  • Gilead's Stock Price, Harvoni Pricing, And The Threat Of Merck- A Physician's Perspective [View article]
    I think depreciation in a patent context is pretty clear AND pretty central to the views on GILD being discussed (i.e. valuation based on income, prospects, etc.). There is a finite life of an asset (patent) over which it is written off, and this write-off is linked, at least theoretically, to the income stream from the asset.
    Aug 9, 2015. 11:16 AM | Likes Like |Link to Comment
  • Should You Invest In HollyFrontier At Current Levels? [View article]
    I've had HFC for almost as long as they've been public. In general, I agree about the price target (sub $45), but there are signs that HFC may be in play for an acquisition. The historic price range may reset higher. Typically I sell calls when there is good premium above ~$52.50 and write puts when there is good premium below $40. I've made quite a bit with few assignments.

    There is a LOT to like about this company, including the highest average Nelson Complexity Index refineries, great Padd IV locations, low debt, good MLP assets, etc. Just a note about the spike down on that first net income chart - that was a result of the inventory mark to market when oil fell so drastically.

    I would hope that stock buy back is postponed when share price is over the price target, and a dividend increase is posted - or the special dividend could be reinstated.
    Aug 9, 2015. 12:48 AM | 3 Likes Like |Link to Comment
  • ABB: Sailing Through Headwinds With A High Yield [View article]
    epeon, it's hard to interpret your comment. ABB was a merger of two veteran industrial companies more than 20 years ago (1988). Maybe your talking about the ADR issuance in 2001 - but that involved a 4:1 stock split...

    In any case, over the past 10 years, ABB returned about 2x what SPY did. It tracked or outperformed EMR and GE over that entire time as well. Even granting a flattish last five years, I suggest that you look for investment advice in other places than a dictionary.
    Aug 8, 2015. 09:12 AM | Likes Like |Link to Comment
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