Top 17 Most Undervalued European Companies Relative to Levered Free Cash Flow [View article]
Before buying FLY, one should determine whether the depreciation rates are adequate to provide funds to pay off the bonds when the planes are ready for the scrap heap.
7 Cheap REIT Stocks With Repeated Insider Buying [View article]
I like the idea of buying hotel properties now, the idea behind PEB. When I looked at the Cap rates for the projects listed on the company's website, many are unimpressive. I recognize that they'll get somewhat better as RevPAR continues to improve, but I still don't plan to buy.
Whiting USA Trust: Waiting for the Street to Gang Up on the Stock [View article]
"..Because Whiting has so many good properties to start with, it is possible that those carved out for the Trust may contain more energy than forecast or heretofore delineated..." It's worth noting that a recent reevaluation of the properties resulted in a downward revision in what WHX holders are entitled to and a shortening of the remaining life of the trust.
A New Product Proposal: The Dividend Default Swap [View article]
Wait, didn't recent problems with credit default swaps get AIG into a huge bind that required a government bailout? Somehow, I can see dividend default swaps becoming a new means for people who don't own a particular dividend-paying stock to speculate on a dividend cut. If these swaps come into existence, I believe they, and credit default swaps, should be tied to the underlying security in the same way that municipal bond insurance is.
What's Going On With Jinpan International? [View article]
I have held JST in the past, but I sold all my shares before the most recent slide. Recent reports from the company indicate that lower prices for raw materials have allowed smaller transformer manufacturers to gain market share, but the company does not seem to have a viable plan for competing. Thus I conclude that JST is in a commodity business, with little pricing power.
Plains All American Pipeline Looks Like A Great Bet In A Tough Market [View article]
4 Stocks Generating Interest This Week [View article]
An Oil & Gas MLP Primer and 7 That Currently Yield Over 5% [View article]
Top 17 Most Undervalued European Companies Relative to Levered Free Cash Flow [View article]
Should You Invest in Chile? [View article]
My Q1 Portfolio Review and Update [View article]
Whiting USA Trust: Waiting for the Street to Gang Up on the Stock [View article]
www.businesswire.com/n...
I probably should not have used the word "recent." The downward revision in the estimate of the remaining reserves bothered me.
7 Cheap REIT Stocks With Repeated Insider Buying [View article]
As Emerging Markets Have Sold Off, 10 Stocks to Consider Now [View article]
Whiting USA Trust: Waiting for the Street to Gang Up on the Stock [View article]
It's worth noting that a recent reevaluation of the properties resulted in a downward revision in what WHX holders are entitled to and a shortening of the remaining life of the trust.
Teva Pharmaceutical Has It All: Value, Growth and Yield [View article]
Independent Tankers Corp. – The sum of the (moving) parts [View instapost]
A New Product Proposal: The Dividend Default Swap [View article]
Energy Transfer Partners: Standing Tall Amongst Natural Gas MLPs [View article]
What's Going On With Jinpan International? [View article]