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  • Avoid Atlantic Power [View article]
    You should disclose your short position when you issue an article like this. I know it is obvious in this case but it is still a professional thing to do.
    Apr 2, 2013. 10:11 AM | 2 Likes Like |Link to Comment
  • Atlantic Power: A Closer Look At MW Replacement And Dividend Risk [View article]
    Before you buy more, keep in mind that this companies distributable cash is estimated by mangement to only be around $0.60 per share ($0.40 dividend at 65% POR). Even an 8 times multiple sets the fair value at $4.80 per share. You can increase that multiple if you want, but I wouldn't recommend it, if you would like to keep some upside for yourself, instead of giving it all to the person who sells you their shares. Tough to make money that way.
    Mar 1, 2013. 10:50 AM | Likes Like |Link to Comment
  • Atlantic Power: A Closer Look At MW Replacement And Dividend Risk [View article]
    Well Mr. William James. What do you think of managements commitment to their dividend now? Everything you posted was just wishful thinking. Everything I posted was experience.

    Hopefully you have gained a little experience and for that perhaps the cost was worth it. You can decide.

    I will state it again to be clear. "Never listen to management when trying to determine the sustainability of a dividend". They cannot and will not help you in that quest.
    Mar 1, 2013. 08:38 AM | 1 Like Like |Link to Comment
  • Atlantic Power: A Closer Look At MW Replacement And Dividend Risk [View article]
    Show me an example where a CEO or CFO ever gave any warning whatsoever about a dividend cut, before they acutally cut it. The best you will ever get is "the board will review dividend policy each quarter".

    My point is, the CEO/CFO will always be the worst source of info surrounding dividend cuts. They cannot tell you anything different, until they do it, but I suspect he would be no different.

    I don't think Mr. Kinder ever had to cut a dividend so I cannot say how he might respond.
    Feb 26, 2013. 02:15 PM | 1 Like Like |Link to Comment
  • Atlantic Power: A Closer Look At MW Replacement And Dividend Risk [View article]
    Just so you know. All CEO/CFOs will always state that they are committed to the dividend and that it is sustainable, right up to the day they issue the news release for the dividend cut.

    If you think about it, for them to say anything else, they would be effectively making the dividend cut announcement at that time. Since they are not ready to make that announcement, they will always say it will not be cut. You would do the same.

    My point is, that listening to management for some insight into dividend sustainability, is a useless endeavor and rarely gives one any insight to it. Check the CC's of almost every company, a few months before the cut a dividend and listen to their response to the dividend questions. You will observe my point in 99% of them.
    Feb 26, 2013. 12:46 PM | 12 Likes Like |Link to Comment
  • Seagate: The Good And The Bad [View article]
    What I don't understand is that if it is so obvious that these SDDs are going to send the HDDs to the same place as the dodo bird, then why do the 24 analysts that cover this stock, not see it. Their 2013 EPS estimate is currently $9.45 per share. The lowest estimate from any of them is $5.50.
    Jun 13, 2012. 01:08 PM | Likes Like |Link to Comment
  • The Hard Drive Commodity Trap [View article]
    You didn't answer the question. Are you short WDC and/or STX. Why else would you spend the time to write these bashing articles. To fine tune your writing skills. Please!
    May 8, 2012. 10:21 AM | Likes Like |Link to Comment
  • The Hard Drive Commodity Trap [View article]
    Are you short WDC or STX? You keep harping on these companies without coming up with any new points. If you came up with a new reason I could understand the need of another article but when you keep with the same reason (that has already been discounted by the stock market, by the way) the only reason I can imagine is that the stocks have not responded negatively enough for your investment strategy.
    May 7, 2012. 01:43 PM | Likes Like |Link to Comment
  • Dell And The Death Of The Consumer Hard Drive [View article]
    Your link about the market softening has nothing to do with your premise. I assume you used it because you wanted to find someone that agreed with you.

    Of course the market price will eventually drop back to pre-flood levels. Why would it not? With the acquisitions and cost efficiencies of the mergers that both WDC and STX completed, what you will find is they will make a lot more money off those pre-flood prices then they ever did before ... and they made a lot of money off of them before.

    Memory needs will increase going forward. Not decrease. Harddrives still provide the consumer the lowest cost Gbyte per dollar they can get and they will need a lot.
    May 2, 2012. 12:59 PM | 2 Likes Like |Link to Comment
  • Heckmann Q3 Results Confirm Shale Strategy [View article]
    The point isn't whether the customers are going to wait for Gasfrac to drill their wells, the point is that they will need to pay up for Gasfrac to drill their wells.

    I believe demand over supply is what makes the profit margins go up.
    Nov 16, 2011. 08:44 AM | Likes Like |Link to Comment
  • Heckmann Q3 Results Confirm Shale Strategy [View article]
    Forget the water, get rid of KEG & HEK and move over to the future of fracking ... Gasfrac. They use absolutely no water, have better recovery and the wells produce more barrels.
    Nov 15, 2011. 03:27 PM | Likes Like |Link to Comment
  • Western Digital Shares Should Fall Further [View article]
    You are not too bright, are you?
    Oct 27, 2011. 03:32 PM | Likes Like |Link to Comment
  • Defaulting on Debt Is Not the End of the World [View article]
    Did this guy just compare the United States of America to Argentina and say the US could default on their debts and everything would be fine.

    As the above poster just said, starting with the first domino, all the major banks around the world would need to massively write down their assets, most would fail. 2nd to the grave would be the insurance companies. Pension plans, even central banks would start to teater. Not just in the US but all over the world.

    The US is still triple A rated. Triple A is where all the financial institutions and central banks put the money that they absolutely have to get back. It would make the current credit crisis look like a walk in the park.
    Apr 10, 2011. 08:54 AM | 9 Likes Like |Link to Comment
  • AAII Sentiment Survey: Bullish Sentiment Falls to a 10-Week Low [View article]
    Well if the bulls are numbered above the average and the bears are numbered above the average, I guess it means we go sideways from here. Pick your stocks well.
    Jan 27, 2011. 07:04 PM | Likes Like |Link to Comment