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ricklcullen

ricklcullen
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  • Deutsche Bank defends Kinder Morgan companies from Hedgeye attack [View news story]
    Hedgeye Group: talking their book and taking the lemmings with them
    Sep 4, 2013. 06:39 PM | Likes Like |Link to Comment
  • Express Scripts (ESRX) plunges 12.6% following its Q3 report late yesterday, when it said analysts' 2013 forecasts are "overly aggressive." ESRX said EPS would grow but didn't provide specifics, while the Street expects $4.50/share. A "weak business climate and the unemployment outlook" may lead to a loss of members, depressed drug utilization and "increased client demands and expectations," Express Scripts said. [View news story]
    any comments on Medco
    Nov 6, 2012. 02:46 PM | Likes Like |Link to Comment
  • Speculating Bernanke has taken the lead in exit polls, ZH notes gold has gone vertical in the past few minutes (chart). GLD +2%. SLV +3.1%. Oil is on the move as well, USO +2.6%[View news story]
    Bernanke has taken the lead?
    Nov 6, 2012. 12:50 PM | 4 Likes Like |Link to Comment
  • Health Care REIT (HCN -1.7%) slips on a downgrade to Neutral at UBS on the back of its acquisition of Sunrise Senior Living yesterday. The firm cites the near-term mechanics of the deal and the pressure it will put on operating leverage, plus the potential overhang from a possible equity offering. The deal was an expensive one for HCN, who paid a 62% premium to Sunrise's closing price on Tuesday - marking a level it hasn't traded at in nearly four years. [View news story]
    Would not be surprised if HCN spins off management arm of SRZ and keeps, of course, the real estate.
    Aug 23, 2012. 02:10 PM | 1 Like Like |Link to Comment
  • July Flash PMI Manufacturing falls to 51.8 vs 52.9 in June. Output 52.2 vs. 53.4 in June. New Orders 51.9 vs. 53.7 in June. Employment 52.9 vs. 52.8 in June. (PR)  [View news story]
    The momentum is unquestionably to the downside. Now, how low is low...
    Jul 24, 2012. 06:44 PM | 1 Like Like |Link to Comment
  • Brazil reportedly is considering canceling some mineral rights in areas considered "strategic" and compensating companies for prospecting work done on those claims, which could affect VALE, BHP, AAUKY.PK and others with mining operations in the country. Large iron ore deposits not yet leased also could be set aside as strategic and held for special auctions.  [View news story]
    nationalization - nobody will want to commit capital in a country that pulls this...
    Jun 27, 2012. 02:37 PM | Likes Like |Link to Comment
  • Can Windstream Maintain Its Monster Dividend? [View article]
    does WIN offer any wireless services - co marketing with other phone companies
    Jun 7, 2012. 03:57 PM | Likes Like |Link to Comment
  • As crude oil prices tank, more concerns arise for MLPs, even as many have virtually no direct exposure to Europe's troubles. Even at huge Enterprise Products Partners (EPD), macro concerns seem to be outweighing solid earnings. Sustained low Treasury yields may send more income investors to MLPs, but uncertainty over the future of dividend tax structures clouds the picture.  [View news story]
    Obama: "If it moves, tax it. If it doesn't move, tax it. Just tax it!!"
    May 30, 2012. 07:08 PM | 4 Likes Like |Link to Comment
  • Greece: The Unvarnished Truth [View article]
    Margaret Thatcher: "problem with socialism (Greece, etc.) is soon you run out of other people's money"...
    May 29, 2012. 01:50 PM | 3 Likes Like |Link to Comment
  • Why A Greek Exit From The Euro Would Mean The End Of The Eurozone [View article]
    How much euro denominated debt will be paid back in Drachmas and at what exchange rate... This should be interesting if not a financial calamity...
    May 15, 2012. 03:13 PM | 2 Likes Like |Link to Comment
  • A day after selling off due to a weak Q1 report, Frontier Communications (FTR -9.7%) plunged again. Shares are now at multi-decade lows, as fears about the decay of the company's wireline voice base take their toll. Sean Williams points out Frontier shares now sport much lower multiples (and a much higher yield) than those of U.S. telco giants. Frontier is counting on the delivery of IP-based video services to help put an end to its revenue declines.  [View news story]
    The stock price is a proxy for managements credibility...
    May 9, 2012. 01:19 AM | Likes Like |Link to Comment
  • A Chinese Hard Landing? [View article]
    sounds like a delicate balancing act: export/investment driven vs.
    domestic consumption
    Mar 22, 2012. 05:08 PM | Likes Like |Link to Comment
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