woolyboogur's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/72502/comments http://seekingalpha.com/article/986061/comments?source=feed#comment-11321221 11321221 And why is MMP the lowest payer?
Is their management really with given the above?
Wooly]]> Wed, 07 Nov 2012 10:07:21 -0500 And why is MMP the lowest payer?
Is their management really with given the above?
Wooly]]> http://seekingalpha.com/article/981791/comments?source=feed#comment-11278731 11278731 Wooly]]> Tue, 06 Nov 2012 09:30:03 -0500 Wooly]]> http://seekingalpha.com/article/922001/comments?source=feed#comment-10525431 10525431 Quote..."But they are not highlighted separately"...........so I wonder if there's a way to highlight them? As I think this might be a good way of selective speculating.]]> Sun, 14 Oct 2012 19:18:45 -0400 Quote..."But they are not highlighted separately"...........so I wonder if there's a way to highlight them? As I think this might be a good way of selective speculating.]]> http://seekingalpha.com/article/922001/comments?source=feed#comment-10521421 10521421 Wooly]]> Sun, 14 Oct 2012 15:29:36 -0400 Wooly]]> http://seekingalpha.com/news-article/4417211-infinera-sets-october-24th-for-third-quarter-2012-financial-results-conference-call-and-webcast?source=feed#comment-10497721 10497721 Sat, 13 Oct 2012 12:20:48 -0400 http://seekingalpha.com/article/920811/comments?source=feed#comment-10495401 10495401 Sat, 13 Oct 2012 10:52:46 -0400 http://seekingalpha.com/article/893911/comments?source=feed#comment-10006121 10006121 How would you propose to make hydrogen?]]> Sat, 29 Sep 2012 17:20:34 -0400 How would you propose to make hydrogen?]]> http://seekingalpha.com/article/878791/comments?source=feed#comment-9856901 9856901 Tue, 25 Sep 2012 17:19:51 -0400 http://seekingalpha.com/article/777871/comments?source=feed#comment-9738961 9738961 Thanks
Hank]]> Sat, 22 Sep 2012 10:34:20 -0400 Thanks
Hank]]> http://seekingalpha.com/article/841561/comments?source=feed#comment-9635591 9635591 HK Halson Wilson or MHR Evans?
Wooly]]> Wed, 19 Sep 2012 16:43:01 -0400 HK Halson Wilson or MHR Evans?
Wooly]]> http://seekingalpha.com/article/853161/comments?source=feed#comment-9223761 9223761 Good report, thanks.
One area you didn't cover was oil production, reserves and cost of new reserves. Asset growth is fine but details on those assets, especially reserve cost and quality of reserves for an E&P company are very critical and worth detailing in such a report. I'd sure like to see your evaluation.
Again thanks
Hank]]> Sat, 08 Sep 2012 12:01:45 -0400 Good report, thanks.
One area you didn't cover was oil production, reserves and cost of new reserves. Asset growth is fine but details on those assets, especially reserve cost and quality of reserves for an E&P company are very critical and worth detailing in such a report. I'd sure like to see your evaluation.
Again thanks
Hank]]> http://seekingalpha.com/article/787501/comments?source=feed#comment-8244341 8244341 Thanks...no dilution assumes that they find investments just as good or better so I hope zero impact is not a bad assumption]]> Thu, 09 Aug 2012 10:35:18 -0400 Thanks...no dilution assumes that they find investments just as good or better so I hope zero impact is not a bad assumption]]> http://seekingalpha.com/article/787501/comments?source=feed#comment-8207611 8207611 Good comment, thanks.
Can you please explain No. 2
2) The floating of additional shares has absolutely zero impact on the value of a REIT, save the irrational fear that somehow it does, simply because an equity play does. This is NOT an equity play and those people don't tend to invest in NLY.
The zero impact escapes me because more shares for the DIV to spread over,,, I guess I don't understand REITS!
Thanks
Hank]]> Wed, 08 Aug 2012 11:20:21 -0400 Good comment, thanks.
Can you please explain No. 2
2) The floating of additional shares has absolutely zero impact on the value of a REIT, save the irrational fear that somehow it does, simply because an equity play does. This is NOT an equity play and those people don't tend to invest in NLY.
The zero impact escapes me because more shares for the DIV to spread over,,, I guess I don't understand REITS!
Thanks
Hank]]> http://seekingalpha.com/article/678551/comments?source=feed#comment-6749241 6749241 Sun, 24 Jun 2012 17:07:43 -0400 http://seekingalpha.com/article/678551/comments?source=feed#comment-6720921 6720921 Sat, 23 Jun 2012 10:31:38 -0400 http://seekingalpha.com/article/593001/comments?source=feed#comment-5491181 5491181 Anyone have any details?]]> Wed, 16 May 2012 10:17:27 -0400 Anyone have any details?]]> http://seekingalpha.com/article/593001/comments?source=feed#comment-5487541 5487541 1. What is the best estimate of the total debt or at least a range?
2. What is the best estimate of the value of the reserves or a range?]]> Wed, 16 May 2012 08:57:05 -0400 1. What is the best estimate of the total debt or at least a range?
2. What is the best estimate of the value of the reserves or a range?]]> http://seekingalpha.com/article/568821/comments?source=feed#comment-5260871 5260871 Wed, 09 May 2012 11:46:12 -0400 http://seekingalpha.com/article/568821/comments?source=feed#comment-5260641 5260641 Wed, 09 May 2012 11:42:23 -0400 http://seekingalpha.com/article/313130/comments?source=feed#comment-2097748 2097748 Thanks
Wolly]]> Sun, 11 Dec 2011 11:22:19 -0500 Thanks
Wolly]]> http://seekingalpha.com/article/288101/comments?source=feed#comment-1842467 1842467 Thanks for your analysis.
Does COP keep any Newco shares?
Are there any lockups for Newco shares either COP or Newco? execs?
Thanks
Hank]]> Thu, 18 Aug 2011 12:32:15 -0400 Thanks for your analysis.
Does COP keep any Newco shares?
Are there any lockups for Newco shares either COP or Newco? execs?
Thanks
Hank]]> http://seekingalpha.com/article/266386/comments?source=feed#comment-1625305 1625305 Hank
PS Steve, thanks for the analysis. How about running the model with higher and lower discount factors.]]> Mon, 02 May 2011 11:00:54 -0400 Hank
PS Steve, thanks for the analysis. How about running the model with higher and lower discount factors.]]> http://seekingalpha.com/article/248022/comments?source=feed#comment-1424293 1424293 thanks
Hank]]> Mon, 24 Jan 2011 10:11:41 -0500 thanks
Hank]]> http://seekingalpha.com/article/154901/comments?source=feed#comment-621962 621962 Sun, 09 Aug 2009 12:08:40 -0400 http://seekingalpha.com/article/143989/comments?source=feed#comment-553485 553485 Hank]]> Fri, 19 Jun 2009 08:19:20 -0400 Hank]]> http://seekingalpha.com/article/142908/comments?source=feed#comment-545104 545104 Sat, 13 Jun 2009 10:25:46 -0400 http://seekingalpha.com/article/139285/comments?source=feed#comment-516176 516176 Hank ]]> Sun, 24 May 2009 13:17:25 -0400 Hank ]]> http://seekingalpha.com/article/134481/comments?source=feed#comment-486884 486884 Hank]]> Sat, 02 May 2009 18:59:07 -0400 Hank]]>