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gary0346

gary0346
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  • Helix Reports Third Quarter 2013 Results [View article]
    Where is the transcript of the 10/22/13 conference call that you ( Seeking Alpha) always provide. I really need to read it to see if it gives any information about why the stock went down today when the earnings were up. Maybe they gave forward guidance in the call which was missing in the earnings statement. Please provide the transcript ASAP so I can make an informed decision on what to do with my shares. Thank you. Gary Rehm
    Oct 22 11:51 PM | Likes Like |Link to Comment
  • Triangle Petroleum - Undervalued Bakken Player [View article]
    I see that you did not publish my comments. And you have not yet put your "Market Currents" result for their earnings. I want to say that the officers of TPLM are playing fast and loose with the numbers. Last quarter the emphasized in the body of the report the GAAP earnings which was $.10 which beat the estimate of $.07.

    This quarter they emphasized the Adjusted Earnings which was $.19 and beat the estimate of $.15. Instead of using the GAAP result of $.12 which did not. They wii use whatever number makes the look the best and get the maximum bonus. And the adjusted puts back in the estimated taxes and interest. I ask -are these not real quarterly expenses, not like other one-time expenses?

    I an very interested to see what you report tomorrow as the earnings. Last quarter you reported the GAAP numbers which they emphasized in the report. I hope you will do the same and use the GAAP number tomorrow. Many non-savvy investors wait for your number before investing including.

    Now I will see tomorrow if you are also taken by their subterfuge. I am counting on you to do what is right. By the way they areforced to put the "true" GAAP numbers in the 10K. Where I found them and used them in my first try at a comment!

    Gary Rehm
    Sep 10 12:25 AM | Likes Like |Link to Comment
  • Triangle Petroleum - Undervalued Bakken Player [View article]
    They actually missed earnings estimates today - 9/9. According to the SEC 10K filing which I found on MSN Business, they only made $.12 last quarter, not the estimate of $.15. It is not widely known yet and the stock i going up. It would be a good short now or tomorrow before the scheduled Conference Call. I luckily sold my shares today. I cannot short in my TDA IRA. Gary rehm
    Sep 9 10:39 PM | Likes Like |Link to Comment
  • Acacia (ACTG -23.7%) crashes following its Q1 report. Though revenue soundly beat estimates (no doubt thanks to recent licensing deals), the EPS beat was relatively narrow thanks to surging expenses. While revenue declined 22% Y/Y, inventor royalty payments rose 143% Y/Y to $18.5M, contingent legals fees 301% to $15M, litigation/licensing expenses 185% to $9.6M (Acacia still expects only $18M-$20M for all of 2013), and patent amortization 129% to $11.7M. Also, during the earnings call, Acacia stated it's "deploying more capital in the form of upfront advances" for patent deals, which it recaptures when initial revenue is collected. [View news story]
    Thank you for nothing. I see in this short article that you agree (in a backhanded way) that you used the wrong EPS comparison yesterday in your alert. Oh, you published my comment 3 hours later after no one was looking. The stock beat both earnings and revenue and you helped me lose $7000 on my 1000 shares today. I wish there was a way for me to recover damages from your incorrect reporting. It also shows that analyst reporting means more to consumers that anything the comany really reports. At least get it right next time. Again, thanks for losing my money. Be much more careful in the future. An unhappy alert-getter. Gary Rehm, and I am always logged in as GARY0346.
    Apr 19 05:35 PM | 1 Like Like |Link to Comment
  • Acacia Research (ACTG): Q1 EPS of $0.47 beats by $0.05. Revenue of $76.8M beats by $18.12M. Shares -0.1% AH. (PR[View news story]
    I do not understand the earnings comparison. What I find for analyst expectation for the quarter is $.423 on several sites. Is this not correct? If I am correct then you should republish your statement.

    Gary Rehm
    Apr 18 05:30 PM | 1 Like Like |Link to Comment
  • Dycom Industries (DY): Q3 EPS of $0.36 beats by $0.02. Revenue of $323M beats by $10M. (PR[View news story]
    I live off of my investments on a moderate-size protfolio - about 500K and my expenses are about 6K per month so I need to make good decisions. I think that DY is one of them.
    Nov 20 01:54 AM | Likes Like |Link to Comment
  • Dycom Industries (DY): Q3 EPS of $0.36 beats by $0.02. Revenue of $323M beats by $10M. (PR[View news story]
    Earnings and Revenue are OK. But purchase of another company will increase the next year $.05-.10. Now that is good news!
    Nov 20 01:54 AM | Likes Like |Link to Comment
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