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frosty

frosty
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  • Intel And Mattel May Increase Dividends And Offer Upside Surprises [View article]
    The demise of Windows XP should also generate a decent additional revenue source as people upgrade outdated pc's.
    Mar 10, 2014. 08:23 AM | 1 Like Like |Link to Comment
  • Clean Energy Fuels - It's All About The Volume, Stupid! [View article]
    I think you mean 'disgusting' rather than 'discussing'. I agree with you that it sounds like NGV Investor has an ax to grind. Read mine below.
    Mar 6, 2014. 05:19 PM | Likes Like |Link to Comment
  • Clean Energy Fuels - It's All About The Volume, Stupid! [View article]
    It sounds like NGV Investor has an ax to grind with CLNE. What is? Disgruntled employee or something else. The things you allege may in fact be true. However I discount virtually all of what you say because of your sneering, demeaning, sardonic, know-more-than-management attitude. Stick to analytics and lose the attitude and you might have more listeners.
    Mar 6, 2014. 05:16 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: Still Not A House Of Cards [View article]
    Barron's is just the business news outlet for Fox News. They are both owned by News Corp. In other words, they're more like tabloid news than real news. I haven't read WSJ or Barron's since Murdoch bought Dow Jones and created propaganda rags out of once respected business journals.
    Feb 27, 2014. 07:42 AM | 23 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: Still Not A House Of Cards [View article]
    You're right! That force is called Rupert Murdoch! He bought Dow Jones a couple of years ago and WSJ and Barron's haven't been the same since.
    Feb 27, 2014. 07:37 AM | 21 Likes Like |Link to Comment
  • Can Gross survive inside baseball account of events at Pimco? [View news story]
    Gross - good name.
    Feb 25, 2014. 09:08 AM | Likes Like |Link to Comment
  • What's in your ETF? Dividend valuations stretched [View news story]
    Qualified dividends are taxed at the capital gains rate (15%). Ordinary dividends are taxed as ordinary income. Bing or Google it to find the criteria.
    Feb 24, 2014. 04:48 PM | 1 Like Like |Link to Comment
  • What's in your ETF? Dividend valuations stretched [View news story]
    Also, dividends are more predictable than capital gains.
    Feb 24, 2014. 04:43 PM | 1 Like Like |Link to Comment
  • The polar vortex is a perfect storm for railroad stocks, J.P. Morgan says [View news story]
    Isn't JPM Johny-on-the-spot. These stocks began to take off in October and now winter is nearly over. Duh! Could it be JPM wants you to buy the shares they are about to sell?
    Feb 23, 2014. 08:49 AM | 3 Likes Like |Link to Comment
  • Blackstone still sharply undervauled [View news story]
    Schwarzman?
    Feb 21, 2014. 09:32 AM | 1 Like Like |Link to Comment
  • Mean Reversion Opportunity With Natural Gas Producers Indicates 70% Potential Upside [View article]
    Reversion to the mean is not a good gamble for the following reason: the mean changes with each new data point. In the case of XCO, in the last 3 years the mean (I'll use the 50 day sma) has moved from $20 to its present value of $5. Throughout that period, the stock price has been above and below that average for various periods of time which proves there has always been reversion to the mean. However if you bought at $18 in 2011 looking for a reversion to $20 and are still holding at $4.84, you may have to wait a bit longer.

    Reversion to the mean is something you can always count on, the movement of the mean up or down is a different matter. Many factors cause that to happen and those should be the reasons for investing in a stock.
    Feb 21, 2014. 09:20 AM | Likes Like |Link to Comment
  • Valuing BlackRock Kelso Capital Corporation [View article]
    Hmmm. Make a few assumptions about the future, come up with a hypothetical future value, then discount to the present to calculate a present value? I've never seen a present value calculated in this way. Most methods employ historical earnings, cash flow, and balance sheet data and perhaps competitor and industry data.

    Your EPS growth rate of 19% or even 14.5% baffles me: BKCC earnings over the last 5 years are ($150.5), $67.2, $71.6, $76.9, $57.4 -- pretty uneven and untrustworthy for calculating a growth rate. Also, using an historical p/e ratio to project future values is risky for a company like BKCC whose p/e has ranged from -10 to +13.5 with a great deal of variability between the two.

    I would say that today, BKCC's present value is $9.61, because that is what investors are willing to pay for it. Whether it is over- or under-valued is something reasonable people might disagree about, however most use much different methods than the author. I am long BKCC. but hopefully not for long as I am concerned about their ability to continue paying high dividends and doubt that price appreciation is possible. A little more upward price movement will make me whole then bye-bye, not buy-buy. This is not an investment I am especially proud of although it hasn't been a loser for me . . . yet.
    Feb 18, 2014. 07:49 PM | 2 Likes Like |Link to Comment
  • Illinois considers penny-per-ounce soda tax [View news story]
    Like the gas tax. Maybe they should also consider a penny per pound tax on red meat. And a penny per gram for sugar , ...
    Feb 18, 2014. 12:43 PM | 5 Likes Like |Link to Comment
  • The Government Won't Kill Bitcoin, Apple Or Some Other Corporation Will [View article]
    I buy everything with dollars, I earn dollars, I pay taxes with dollars. Dollars are fine for me. But I have to ask, haven't dollars become a virtual currency? After all, the vast majority of transactions are conducted electronically - my pay is electronically deposited, most purchases are by credit/debit card, investment accounts are conducted electronically, most of my taxes are paid electronically . . . It's nice that all of this is dollar denominated because I have confidence that the dollar will remain quite stable over fairly long periods of time, unlike some other currencies like the Argentine peso or the Venezuelan bolivar. And, if you ever need it, you can readily convert your electronic dollars to paper and coin.
    Feb 10, 2014. 08:42 AM | 1 Like Like |Link to Comment
  • Postal Service losses fall in FQ1 to $354M [View news story]
    Congress is the effective chairman of the USPS. Another stellar performance!
    Feb 9, 2014. 08:06 AM | 2 Likes Like |Link to Comment
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