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russellb73

russellb73
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  • What's Next For Encana After Its Big Deal? [View article]
    I think they need cash to survive until Nat. Gas prices recover a little, maybe a year or two. Also they need cash for LNG terminal in Brit. Col.
    Apr 26, 2012. 02:09 PM | Likes Like |Link to Comment
  • Natural Gas Has Nowhere To Go But Up [View article]
    Really a guess but I think once export terminals are built in approx. 2-3 years should see significant increase in gas prices. Worth waiting in dividend paying stock like ECA until then (Not CHK because of CEO/management issues).

    Disclosure: Long ECA
    Apr 26, 2012. 07:32 AM | 7 Likes Like |Link to Comment
  • Forget Chesapeake, Try Encana - If You Dare [View article]
    How can you look up hedges for a company? Is it in the last earning report?
    Apr 24, 2012. 11:31 AM | Likes Like |Link to Comment
  • Forget Chesapeake, Try Encana - If You Dare [View article]
    Anyone know when the hedges ECA has in place expire? Article says 60% hedged in 2012 but do hedges expire 2013?? or when???
    Apr 24, 2012. 11:20 AM | Likes Like |Link to Comment
  • 55 Dividend Contenders With Yields 50% Higher Than 10-Year Treasuries [View article]
    Anyone received or heard if DCM is giving a dividend this year? Haven't seen or heard anything about expected March dividend. CEO commented that "committed to dividends not share repurchase".
    Apr 23, 2012. 07:51 AM | Likes Like |Link to Comment
  • Small Cap, Big Dividends: 7 Under-The-Radar Stocks Yielding 3% Or More [View article]
    Any thoughts on competition for JCS, its small cap in a big company business? Numbers quite impressive for JCS along with nice dividend but just wonder how they can compete so well against the big boys.
    Apr 22, 2012. 01:18 PM | Likes Like |Link to Comment
  • Who knows whether Apple (AAPL) is over- or underpriced - different investors can come to different valuations - but after the week it's had (down 6% in three days, and 10% off its high), maybe you should look at paring that position (and considering how much Apple moves major indexes, you may own a lot more than you think).  [View news story]
    Hmmm.....p/e of 16 for one of the fastest growing most profitable companies on earth. Zero debt, now a dividend, etc.

    From yahoo...

    Trailing P/E (ttm, intraday): 16.31
    Forward P/E (fye Sep 24, 2013) 11.26
    PEG Ratio (5 yr expected) 0.69

    If you are making the case for overvalued as an example try PCLN. AAPL has a moat and pricing power too where PCLN will soon be replaced by multiple competitors including hotels, airlines, etc. that constantly continue to improve their websites.. Can you see anyone anytime soon replacing apple products? Seems like nobody has successfully entered tablet space vs. Apple. It is incredible phones are essentially becoming personal assistants, GPS, etc. and Apple makes the best and most dominant.

    I could be wrong but I am buying more AAPL as I think news has been particularly negative but the VALUE of AAPL has not changed much. For example e-books suit vs. AAPL is negligible on AAPL's bottom line. I mean really isn't e-books like 1/2000000000 of AAPL's bottom line?
    Apr 21, 2012. 09:54 AM | 4 Likes Like |Link to Comment
  • Forget Chesapeake, Try Encana - If You Dare [View article]
    I believe ECA is building a LNG terminal (partnership I believe) to export LNG to Japan and Asian markets. Anyone have more info on this terminal? When is it supposed to be completed?
    Apr 19, 2012. 12:43 PM | 1 Like Like |Link to Comment
  • Premarket gainers: XRIT +39%. NBG +27%. SVU +16%. YPF +8%. AKRX +8%. LGF +3%.
    Losers: VPHM -20%. TRGT -9%. SNE -8%. STD -4%. STM -4%. AU -3%. TS -3%. MT -3%.  [View news story]
    Bad news on Spanish bond yields today but also STD is ex-div. today. Wish Seeking Alpha would pay attention to ex-div.
    Apr 10, 2012. 09:25 AM | Likes Like |Link to Comment
  • Spanish bond prices continue to tumble after the 4-day Easter break, the yield on the 10-year note +17 bps to 5.93%, the highest level since early December. The 2-year yield +21 bps to 3.19%, even with the ECB offering banks near-free funding for 3 years to hold it. Banco Santander (STD) -3.9% premarket. Madrid -1.4%.  [View news story]
    STD is ex-div today...that is at least partially why 3.9% drop
    Apr 10, 2012. 07:34 AM | Likes Like |Link to Comment
  • 2nd Quarter Treasure Hunting: Bargains And Yield [View article]
    Yes, some good long term investments in Europe right now. FTE seems like it will survive no matter what. TEF is a little more risky due to its higher debt load, but most people forget how much of TEF's business is in latin america. BHP owns real assets that will always hold value too. All have nice dividends.
    Apr 5, 2012. 02:31 PM | 1 Like Like |Link to Comment
  • 2nd Quarter Treasure Hunting: Bargains And Yield [View article]
    Fte seems like a real bargain. European fears weighing heavily buying into that fear.
    Apr 5, 2012. 02:08 PM | 1 Like Like |Link to Comment
  • Where To Short When You Short This Market [View article]
    Short plcn via puts. Seems way to expensive worth more than entire airline industry. Great company but just like Netflix used to be way overbought.
    Apr 5, 2012. 02:04 PM | Likes Like |Link to Comment
  • Copper May Outshine Gold In 2012: 4 Stocks To Benefit [View article]
    Yes think SCCO switching to shares gained and cut dividend vs. normal dividend is weighing heavily on the stock. Trying to decide if they will increase dividend in the future.

    Also and very important FCX is probably oversold on fears of Indonesian gov. intervention....According to this article "no effect" on FCX (they signed 30 year contract in 1991 with 2x 10 year optional extensions). FCX also has signficant gold resources.


    http://bit.ly/Hbqicv

    Disclosure: Long FCX and SCCO (copper is will always be valuable and like dividends from both these very cheap stocks).
    Apr 2, 2012. 06:39 PM | 2 Likes Like |Link to Comment
  • Copper May Outshine Gold In 2012: 4 Stocks To Benefit [View article]
    How about SCCO??
    Apr 2, 2012. 05:36 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
403 Comments
428 Likes