Zeus2012

Zeus2012
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  • Ilumina Q3 top line up 15%; EPS up 25%; CF Ops up 24%; earnings guidance lowered  [View news story]
    going to retest the $130 level within the next few weeks. not exactly a bullish tape for bios & healthcare names
    Oct 20, 2015. 09:33 PM | Likes Like |Link to Comment
  • Alibaba, Yahoo sell off following Barron's column; SunTrust defends  [View news story]
    No but there were PLENTY of discussion about $FB = Myspace & desktop vs mobile.
    Sep 14, 2015. 05:15 PM | 4 Likes Like |Link to Comment
  • SunEdison Is Starting To Show Signs Of Strain  [View article]
    lol. HFs are the ones blowing it out of their portfolio causing the sharp drop
    Aug 12, 2015. 12:05 AM | Likes Like |Link to Comment
  • Terex, Konecranes announce merger  [View news story]
    Goldman services its desk & traders. Look @ Cowen call on $TUBE yesterday - helping a client who is short the stock in front of the earnings
    Aug 11, 2015. 10:09 AM | 2 Likes Like |Link to Comment
  • Viking Global Establishes A Position In Whiting Petroleum  [View article]
    book value is going to get marked down. impairment charges coming and we are heading into the refining shut down season in 6 weeks. this thing may break below $20 if $45 on WTI doesn't hold
    Jul 19, 2015. 10:39 AM | 2 Likes Like |Link to Comment
  • Ambarella -6.1%; Citron sets $40 18-month target  [View news story]
    Have seen many of the same comments on $DDD & $SSYS - factory in a box (remember that one). Or $FEYE before catching a bid recently.
    Jun 19, 2015. 01:21 PM | 3 Likes Like |Link to Comment
  • Fracking sand plays sell off again  [View news story]
    most forgot the lesson from 2012. $BHI defaulted on $HCLP which sent its shares down to the mid teens. You don't think that can happen again?
    Dec 30, 2014. 11:38 AM | 1 Like Like |Link to Comment
  • Atlas Energy: A Mispriced Equity That Is A Unique Value Play  [View article]
    Thanks. Surprised that they cash portion did not just go reduce the strike price in the KMI / KMP deal
    Dec 13, 2014. 10:22 AM | 1 Like Like |Link to Comment
  • Atlas Energy: A Mispriced Equity That Is A Unique Value Play  [View article]
    Does anyone know how a call option on $ATLS would be adjusted post merger? Would the underlying be consisted of (i) a share of Newco & (ii) 0.1809 share of $TRGP and the strike price reduced by the cash amount of $9.12 (i.e., $30 strike would be $20.88)
    Dec 11, 2014. 10:41 PM | Likes Like |Link to Comment
  • Monsanto Trades Below Fair Value And Offers Dividend Growth  [View article]
    You can buy $MON cheaper than where it's currently trading (the upper end of the band). Ag commodities are in a down cycle & this name's not going anywhere over the next 12 months. Buybacks are what's supporting the stock price. Mid to low $90s a better entry point for the longer term.
    Nov 15, 2014. 01:53 PM | Likes Like |Link to Comment
  • MV Oil Trust And VOC Energy Trust: A Tale Of Two Trusts  [View article]
    $BPT is NOT a perpetual trust. Holders are going to get a rude awakening in 2018 when the divs are phased out via the structure of the transaction. It's a 30-year trust.
    Oct 23, 2014. 07:41 PM | Likes Like |Link to Comment
  • MV Oil Trust And VOC Energy Trust: A Tale Of Two Trusts  [View article]
    Just noticed that $MVO is up over 4% today while $VOC is down over 4%...
    Oct 23, 2014. 01:35 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust: Distribution Is Safe; Could Return +55% Within 1 Year  [View article]
    Think only around 2/3 of the wells have been drilled. These are capital intensive & an obligation of $SD. While the maintenance cost is not as heavy once the wells are drilled, don't think that's true for the wells that are yet to be drilled.

    Again, the concern is not about the automatic stay on the funds from $PER but rather how the drilling program would be completed.

    I'm long $PER but hesitant about adding more given the precarious financial conditions of $SD.
    Oct 18, 2014. 11:56 AM | Likes Like |Link to Comment
  • SandRidge Permian Trust: Distribution Is Safe; Could Return +55% Within 1 Year  [View article]
    Why would the creditors do that? $SD gets no revenue from these wells as they've sold most of the sub tranche via a block trade months ago around $15.
    Oct 18, 2014. 11:52 AM | Likes Like |Link to Comment
  • SandRidge Permian Trust: Distribution Is Safe; Could Return +55% Within 1 Year  [View article]
    What happens if $SD, the sponsor of $PER, files chapter 11 due to liquidity issue? Not saying it's going to happen but the debt of may E&Ps are trading awfully in the high yield mkt & not all the well have been drilled.
    Oct 18, 2014. 08:37 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
713 Comments
674 Likes