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  • Prudential Bancorp: Plenty Of Catalysts At A Bargain Price [View article]
    Nice article. Long PBIP.
    Apr 18 10:51 AM | Likes Like |Link to Comment
  • First Security Group Continues Transformation, Yet Still Undervalued [View article]
    Thanks for the writeup Unconventional. Long FSGI and I'm pretty excited for the next 12 months.
    Mar 22 03:55 PM | Likes Like |Link to Comment
  • D.E. Master Blenders 1753: A Low-Risk Squeeze-Out With An 8.2% Gross Return [View article]
    Sorry for the newb question but what's the best way to hedge the currency risk?
    Mar 17 03:54 PM | Likes Like |Link to Comment
  • Are High-Yield Equities Riskier Than Dividend Growth Stocks? [View article]
    Hi Darren,
    Do you have a link to that info? I didn't see it in the study itself.
    Mar 5 01:13 PM | Likes Like |Link to Comment
  • Google Fiber Keeps The Pressure On Comcast And AT&T [View article]
    "Comcast recently acquired Time Warner Cable (TWC), making it the largest broadband provider in the U.S."

    This may or may not happen in the next 18 months or so but at the moment the U.S. Department of Justice still needs to give its approval of the purchase. Until then, you can only say Comcast has a pending acquisition of Time Warner.
    Feb 27 09:51 AM | 1 Like Like |Link to Comment
  • How To Almost Surely Make Money In The Stock Market [View instapost]
    Hi Magic,

    You wrote "make sure that the free cash flow payout ratio is at a reasonable rate."

    What would you consider "reasonable." The lower the better? How high is too high?

    Thanks for your articles.
    Feb 27 09:35 AM | Likes Like |Link to Comment
  • John Malone Of Liberty Speaks To MBA Class [View instapost]
    Nice one. I'm a fan of Mr. Malone. Long LMCA and SIRI.
    Feb 26 09:44 AM | 1 Like Like |Link to Comment
  • Buying Windstream For Its Dividend Might Be A Waste Of Money [View article]
    S&P equity analyst Robert Dezego rates the shares a Strong Buy with a 12-month price target of $10.

    "We view the shares as compelling and see the dividend as secure, despite concerns that have arisen following dividend cuts by several peers over the past few years. We believe management is keenly focused on structuring the business to support the dividend. We expect its free cash flow payout to fall to 67% in 2013 and 65% in 2014, from 77% in 2012. We think WIN has ample liquidity to support the dividend, invest for growth, and moderately reduce debt leverage. We think its access line base has been more stable than peers, and business demand
    remains strong."
    Feb 25 07:40 AM | 12 Likes Like |Link to Comment
  • A Soldier Returns From War And Faces His Financial Future In 8 Steps [View article]
    Excellent advice Chris. I would substitute weight training and Krav Maga for marathon running but, really, any exercise is good exercise.
    Feb 21 09:47 AM | 1 Like Like |Link to Comment
  • Occidental Petroleum: Catalysts Will Power This 3% Yielder Higher [View article]
    "These two transactions will result in a more 'oily' production mix, something the market should reward."

    Bret -- I'm curious about the multiple each company might see after the separation. After looking at the competitors, I'm guessing the Nat Gas side will see a higher multiple and the oil company a lower one. I used Chesapeake (18.6 P/E) and Murphy Oil (12.54 P/E) as comps on each side. Are there better comps to use?

    Last check, OXY has a 16.62 P/E.
    Feb 18 10:04 AM | Likes Like |Link to Comment
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal [View article]
    I understand the ratio. At the moment, CMCSA is trading at $53.45. So at 2.875 shares that would equal $153.66.

    At the same time, TWC shares are going for $145.17.

    The $8+ difference implies a significant 6.25 percent spread between the two. In the M&A world, that signals doubt that the deal gets done. Of course, investors are wrong sometimes but it implies that the Street has their doubts.
    Feb 14 11:00 AM | Likes Like |Link to Comment
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal [View article]
    You guys really think it's a foregone conclusion that Comcast will be able to buy TWC? The Street doesn't seem to think so. Look at the spread between Comcast's offer and TWC's current price. Lots of doubt there.

    I say Mr. Malone waits it out to see Comcast-TWC fail at the DOJ and then we'll see TWC come back and agree to a deal on Charter's terms.

    And, I agree with Bobsar: enough with the ad hominem attacks on Malone. It's just business and he's doing right by his shareholders and employees.
    Feb 14 10:39 AM | 2 Likes Like |Link to Comment
  • Sirius XM Holdings: On The Way To New Highs? [View article]
    I think it's more complex than that. Malone regrets selling TCI cable to AT&T in 1999. He made a lot of money but he then watched as his beloved cable industry become complacent and stopped innovating. Later the competition heated up with DirectTV, Netflix, Uverse and other players all vying for customers' eyeballs and monthly fees.

    Now, by lining up a deal with Charter to take over Time Warner Cable, I think he's ready to jump back in the saddle and roll out lots of great things for the cable industry to take back territory from the internet startups and fiber obtic-based players such as Uverse.

    Remember, cable companies don't compete with one another so, from a shareholder perspective, there's a lot to be gained by companies sharing technology as well as industry consolidation. I think if Malone can pull off the Time Warner deal, we'll see a lot of both.
    Feb 6 09:37 AM | Likes Like |Link to Comment
  • What To Expect From Sirius XM Earnings? [View article]
    $3.45 price target? Even John Malone thinks it's worth more than that.
    Feb 3 04:35 PM | 11 Likes Like |Link to Comment
  • Shorts Forum [View instapost]
    For anyone who hasn't seen it yet, Citron is saying the shorts are all wrong about Blackberry.
    Jan 17 03:42 PM | Likes Like |Link to Comment