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ocean 2026

ocean 2026
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  • Prospect Capital Can't Catch A Break [View article]
    Bruce Do your research BEFORE you post. The market has over-reacted to this poor investment.

    Is there any evidence that the other loans are more risky than those made by other BDC's? Be specific Bruce.

    While Prospect may not be my favorite BDC it should prove to be one of the better investments, as its been heavily discounted.
    Jun 16 08:15 AM | 9 Likes Like |Link to Comment
  • Six Oversold, Undervalued Energy Stocks [View article]
    Lefty -umm the net present value figure takes into account all the reserves. This is obviously something you don't understand.

    If Hugtoton for example, had a net reserves after costs and tax of $30 per share and sold for $10 but they would only last one more year would you care or complain? You'd get the $30 for your $10 and then and cry all the way to the bank.

    As for Mr. Wulff I read his McDep report but wish he had more scope -covering way more companies.
    Apr 11 04:50 PM | 4 Likes Like |Link to Comment
  • Netflix: Bullish On The Product, But Valuation Seems Expensive [View article]
    If one were to Google the Top 100 films of all time they would find very few available. Users are starting to realize we get the crappy films which fail at the Box Office.
    Jul 8 08:15 AM | 3 Likes Like |Link to Comment
  • I Found The Cheapest Stock In The Stock Market [View article]
    A little knowledge is dangerous.

    Coal assets at book are meaningless. They have nothing to do with the actual value of the asset or worth of the company. A bank selling at 20% of book value would be something else -depending on the percentage of non-performing assets and how they were discounted.

    Alpha also has $500 million in Goodwill -take that to bank.

    Finally I'm glad they have a war on coal- I can make money are cleaner energy and am happy to do so.
    Jul 6 07:52 PM | 3 Likes Like |Link to Comment
  • Prospect: Portfolio Debtor Files For Bankruptcy, Meet New Century Transportation [View article]
    PSEc has made some mistakes but this is taken account in its low price to book value. Actuallly its way oversold. A 10 cent a share hit is not a nice thing but its not worth a decline many times that.
    Jun 14 10:05 AM | 3 Likes Like |Link to Comment
  • Stock Screen: Bargain Basement Stocks [View article]
    Book Value may not be the most important indicator of value but when you talk about "undervalued" it certainly should be part of the equation and mentioned. Why do I supsect from their omission that they both sell for way above book?

    An example of "undervalued" might be NWLI selling at a low multiple and half its book value. GNW and MBi are also compelling but have some risks.
    Aug 21 11:30 AM | 2 Likes Like |Link to Comment
  • Whole Foods, Sprouts, The Fresh Market, Kroger, And The Retail Roller Coaster [View article]
    WFM still isn't "cheap" and a shortfall in this current quarter's earnings could provide a big hit in the price. I like shopping there.
    Jul 27 05:24 AM | 2 Likes Like |Link to Comment
  • RMP Energy Is A Growth Story Worth Buying [View article]
    What is the present value of the proved reserves?This should be part of any analysis of an energy company.
    Jul 19 06:52 PM | 2 Likes Like |Link to Comment
  • ATP Oil & Gas's Forgotten Infrastructure Value [View article]
    I am long ATP because of the value of the reserves per share, oil will eventually increase in value and this is necessary for ATP because it costs more to drill in the water.

    What about jimmy 46's point about management? I know nothing about them. I do expect the yield to be high once prices stabilize.

    Some idiots on here just want to rant about politics- let's talk about stocks here - there are other places for politics- loads of them.

    I do study energy stocks and ATP is the best value right now, AAV isn't too far behind.
    May 18 08:48 AM | 2 Likes Like |Link to Comment
  • $200 Oil Is Coming While We Waste a Perfectly Good Crisis (Part 3) [View article]
    I agree that oil prices will head higher and the author makes some good points, however his partisan political dribble should have been saved for another article ( that I wouldn't waste my time reading).

    Both parties in Congress have been equally wasteful. The GOP during the Bush years, set new records for pork- Dems will find a way to beat them. I voted in the GOP primary but am at least open-mined enough to give the Obama Administration a decent chance, with backbiting and name calling. Let's talk about solutions not partisanship.
    Apr 11 05:15 PM | 2 Likes Like |Link to Comment
  • JGWPT Holdings: The 'Smart Money' Is Investing In This Deeply Undervalued $11 Stock [View article]
    And the reason is - it has NO TANGIBLE EQUITY - too much "goodwill" and for your analysis - you have no goodwill.
    Jul 16 11:56 PM | 1 Like Like |Link to Comment
  • Clarke - Trading At A Discount To Newly Liquid Value [View article]
    the discount to book is nice but not compeling. Check out IOT or NWLI. I do like Clarke but not excited at this price.
    Jul 15 11:21 AM | 1 Like Like |Link to Comment
  • Rex Energy: A Closer Look At This Compounding Machine [View article]
    Energy companies are depending on their reserves and land holdings. Revenue growth can't be sustained without oil and gas.


    Tell us something useful what is the NPV-10 Value per share for this company-net of debt?
    Jul 12 10:27 AM | 1 Like Like |Link to Comment
  • Gladstone Investment Vs. Main Street Capital: Which High-Yielding Monthly Dividend Stock Should You Buy? [View article]
    Well Stock Analyst although I can't go into the future i can certainly check your past recommendations. You wrote three articles in April condemning Sandridge Energy SD> The stock has practically doubled since then...
    Jun 19 02:41 PM | 1 Like Like |Link to Comment
  • Why I Sold Prospect Capital [View article]
    Not convincing. Interst rates aren't changing substantially so I don't buy the argument that they have to find riskier loans. Most other BDC's are in the same boat.

    I probably will only accumulate on dips but have this PNNT New Mountain etc.
    Jun 19 09:41 AM | 1 Like Like |Link to Comment
COMMENTS STATS
69 Comments
38 Likes