Seeking Alpha
  • neobliviscar
    Been a dull week; but SDRL in crosshairs now. Also WM 'bout ready to buy.
    9/20/12
    Reply (14)
    • Energysystems: RSG is also getting interesting. I'm drip'ing my WM
      9/20/12
    • neobliviscar: I've looked at RSG several times. I always pause due to the huge "Goodwill" value they carry. I admit I've not dug into it or modeled it.
      9/20/12
    • neobliviscar: Yeah... that RSG Goodwill over 50% of assets always makes me reflex stop cold. But I should look into why/what it is, and value it.
      9/20/12
    • Energysystems: Yeah that's def concerning. But I don't think you can go wrong with either WM/RSG if you get in at good entry point.
      9/20/12
    • Energysystems: 2 biggest players in what Americans make the most of lol
      9/20/12
    • neobliviscar: I haven't looked into it (so many stocks, so little time), but wondered if WM ever gets into energy. Got idea while reading AT's projects.
      9/20/12
    • neobliviscar: Land they have in FL is often perfect for energy projects. FL & GA yard waste (everything grows fast) generate incredible mounds of heat.
      9/20/12
    • neobliviscar: Been beside them. Even as a former biologist, amazed by the heat given off by them. Cut them open & are massive piles of smoldering ash...
      9/20/12
    • Energysystems: WM is already in energy,both by burning refuse, and methane collection. They are dabbling in other energy plays as well to take advantage..
      9/20/12
    • Energysystems: of their considerable land holdings. It's very interesting what they're doing.
      9/20/12
    • Energysystems: They also have power generation plays, check out their website, and there have been some older write ups here on SA about it.
      9/20/12
    • HackFab: I'm a buyer of WM. I'm short the Oct 32 puts, and adding shares on the dips.
      9/20/12
    • neobliviscar: I'll read on them tonight. I just read through the analysts on NSC, and thinking "how dumb!". Reasons for lower Q3 are going to lead to
      9/20/12
    • neobliviscar: raised Q4 and next year later. @HackFab.... Sold WM Sept $33 puts and selling Oct $32 puts to capture premium.
      9/20/12