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freebra

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  • Seadrill Limited Is Not Worth The Risk [View article]
    Long on SDRL continues.
    Feb 24, 2013. 06:38 PM | 3 Likes Like |Link to Comment
  • AT&T: An Oasis Of Stability In The Telecom Sector [View article]
    @sikkabooyah> And your prediction is that this cannot (or has not) happen to any other corporation ?

    How foolish !

    Freedom Bravo
    Feb 19, 2013. 04:20 PM | Likes Like |Link to Comment
  • AT&T Is A Cash Spring [View article]
    Long on T & VOD for the above reason.
    Feb 18, 2013. 05:46 PM | Likes Like |Link to Comment
  • Verizon Has Substantial Upside Potential [View article]
    @conner> "........would't make sense for VZ"..... (to buy out VOD's share) ? ? So you would prefer to have a company that only owned 55% of a very successful business (wireless), rather than 100% of the business ?

    Why 'share' when your partner contributes NOTHING, and you just continue to allow him 45% ownership in stock and dividends ? ?

    Freedom Bravo
    Feb 11, 2013. 04:53 PM | Likes Like |Link to Comment
  • Duke Energy Earnings: We're Watching Latin American Growth And Operational Improvements [View article]
    The 'merger fiasco' will remain an issue, for years to come, to the Commissions in NC, SC and Fla. May be "settled", but not forgotten. IMO
    Feb 11, 2013. 03:58 PM | Likes Like |Link to Comment
  • Verizon Has Substantial Upside Potential [View article]
    @Conner> Not sure I understand your comments (?). No, I see no reason for VOD to "ever want to sell", unless they become very desperate, and then would only sell at a very high premium, obviously. How could VZ "force them to sell" ? ? Do you know of an 'Escape Clause' in their original 5 year contract/agreement, whereas, either party may terminate under certain provisions ? What would be the provisions ? I could think of a few.

    In Summary: I just don't see the advantage of having a very successful business (VZW) and own only 55%, and the 45% 'partner' company contributes (at the present time), nothing. Do you really believe there is a business related advantage ? Perhaps, this is a deterrent to keep VZ out of Europe ?
    Feb 8, 2013. 06:01 PM | Likes Like |Link to Comment
  • Verizon Has Substantial Upside Potential [View article]
    @conner> Thanks for your comments, however, this is well known. As I originally expressed, "At this time". Don't you think VZ is 'wondering' how their books would look without VOD's 45% ownership ? Would VZ implode ? Don't think so.

    VZ's management is as greedy as most, if not more so, due to the extreme competitiveness. Reduce 'overhead costs', operating costs and increase profits is the bottom line of any business. Yes, sometimes even customer service is compromised.
    Feb 7, 2013. 01:53 PM | Likes Like |Link to Comment
  • Verizon Has Substantial Upside Potential [View article]
    @TDog> Please give some specifics and I will look into it.

    Freedom Bravo
    Feb 6, 2013. 11:46 AM | Likes Like |Link to Comment
  • The Highest Yielding Utility Stocks In The S&P 500 - Part 3 [View article]
    This is well known. I was just trying to keep everything simply on a domestic level with neighboring utilities. Thanks for your comment.

    Freedom Bravo
    Feb 6, 2013. 11:09 AM | Likes Like |Link to Comment
  • The Highest Yielding Utility Stocks In The S&P 500 - Part 3 [View article]
    Another advantage SCANA has, is that they are approximately one (1) year behind Southern in their nuclear construction program.. With exact duplicates (Westinghouse AP1000), SCANA can adequately prepare and avoid any design, construction, delays/problems, and possibly cost overruns that will somewhat be forewarned by Southern's experiences.

    Freedom Bravo
    Feb 5, 2013. 08:55 PM | Likes Like |Link to Comment
  • Verizon Has Substantial Upside Potential [View article]
    At the current time, is there any 'value added' by having VOD own 45% of VZW ? IMO, VOD is obviously in a prime position to collect their share of the dividends (profits ?) without providing any business input to VZW. VZ should attempt to buy out VOD's 45%, but why should VOD sell ? VOD's Market Cap = $135.5B : VZ MC = $127.2B

    Does VZ really need VOD ? ? I read recently that VZ is considering to buy VOD's part ownership, but VZ's debt is already quite extensive, and the price would naturally be quite a large premium.

    Does anyone have an input to this ?
    Feb 2, 2013. 07:25 PM | 1 Like Like |Link to Comment
  • Duke Energy (DUK +0.6%) will close two coal-fired power plants in North Carolina two years ahead of schedule, as it continues to transition to more-efficient plants. The utility's modernization effort includes retiring as much as 6,800 MW of older coal and large oil-fired operations; by the end of 2013, DUK says it will have retired more than 3,800 MW of this capacity. [View news story]
    Yes, possibly create a short term increase in jobs, but any retrofit of 80 year old plant(s) to burn natural gas is not economically justified.

    These plants have been outdated (inefficient) and seldom used for 30 years. The announcement of "closing" the plants, is strictly PR (BS).
    Feb 2, 2013. 12:01 PM | 1 Like Like |Link to Comment
  • More on ConocoPhillips (COP): Q4 EPS beat by a penny as an overall increase in production Y/Y managed to offset margin pressures to its bottom line. Net earnings cratered 58%, as commodity prices fell and the company was hit by lower average realized prices for oil and natural gas, falling 2.7% and 1.5%, respectively. Production from continuing operations edged up 1.8%, primarily due to new production from major projects and drilling programs, as well as higher production in Libya and China. Shares -0.9% AH. [View news story]
    I agree ! Long on COP.
    Jan 30, 2013. 09:09 PM | 2 Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Qualcomm [View article]
    <oskar96> IMHO Expect it not to stay, but increase throughout 2013.
    Jan 30, 2013. 05:11 PM | Likes Like |Link to Comment
  • Hold AT&T For Attractive Returns [View article]
    Sold out VZ, added to T and bought VOD. Much happier now !
    Jan 29, 2013. 01:04 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
262 Comments
148 Likes