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freebra

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  • Seadrill: West Leo Contract Extension Provides Further Evidence Of Offshore Drilling Strength [View article]
    Long, Long on SDRL !
    Jan 21 10:30 AM | 1 Like Like |Link to Comment
  • The Highest Yielding Utility Stocks In The S&P 500 - Part 3 [View article]
    @smp You should also note that SCANA is a 2/3 owner of the new nuclear units (2) under construction. An Electric Cooperative (Santee Cooper) is the other owner. This should alleviate 'some' of the "risk" to SCANA when considering potential cost overruns and/or associated delay costs. IMHO

    Freedom Bravo
    Jan 20 11:20 PM | Likes Like |Link to Comment
  • Now Taking Bets On The AT&T Vs. Verizon 2013 Battle [View article]
    CORRECTION: Above comment should read 50-54 pounds, instead of Dollars, as reported in the WSJ.
    Jan 9 12:55 AM | 1 Like Like |Link to Comment
  • Now Taking Bets On The AT&T Vs. Verizon 2013 Battle [View article]
    Recent news indicates that VZ is (again) considering to buy off VOD's 45% stake, but at a price of somewhere between $50B-$54B ? Don't think VZ can handle that without reducing divy and heavily borrowing, both of which will obviously be detrimental to share value.

    VOD will always be an albatross to VZ, as well as the Communication Union workers that continues to demand higher wages & benefits with threats of strikes. In comparison, Sandy is but a bump in the road to VZ.

    I remain Long on VOD & T (also unionized, but to a lesser degree).

    Freedom Bravo
    Jan 9 12:29 AM | 1 Like Like |Link to Comment
  • Why You Should Distribute Shares Of Verizon [View article]
    Much Longer on T than Vzzzzzzzzz ! !
    Jan 8 10:10 PM | 1 Like Like |Link to Comment
  • Now Taking Bets On The AT&T Vs. Verizon 2013 Battle [View article]
    I am not a CPA or an Auditor, but logically speaking, they (VOD) are in-part VZ's co-owner. A 45% ownership should be considered an operation(s) expense (VOD's dividend 'cut') and be deducted before FCF is computed. I wonder ? ?

    VOD does receive 'their share' of the dividends just as an independent investor. The question remains, "Is VOD considered a shareholder ??"
    Jan 8 06:56 PM | 1 Like Like |Link to Comment
  • Clean Energy Fuels Will Become Increasingly Profitable [View article]
    Not only UPS, but also FedX, USPS, garbage trucks, buses, taxis, utility cars & trucks and the list goes on..........All these applications are currently being 'tested', evaluated and used for the economics and the reduction of pollutants by approximately 65%.

    Other countries are far ahead of the US in the use of CNG & LNG for personal autos and trucks in addition to fleets.

    Natural Gas will never completely replace petroleum, but the demand and pollution will be greatly reduced. This is the near future energy demand and investments.

    Freedom Bravo
    Jan 4 12:39 PM | Likes Like |Link to Comment
  • Clean Energy Fuels Will Become Increasingly Profitable [View article]
    ADDITIONALLY: Rare Earth Elements for batteries (lead), electronics (gold, silver, copper), ferrous metals for electric motors (iron ore), some coal for electric generation, etc. are mined by 'Strip Mining'. The worse kind of "Rape of the Earth".
    Jan 4 12:19 PM | Likes Like |Link to Comment
  • Clean Energy Fuels Will Become Increasingly Profitable [View article]
    <uhewson2> VERY GOOD and true response !

    Freedom Bravo
    Jan 3 06:22 PM | 1 Like Like |Link to Comment
  • AT&T: Solid For Dividend Investors, With An 8% Shareholder Yield And Future Growth [View article]
    @Brad.......Appreciate your response. I just don't consider a debt of $60B 'excessive' for a company with a Market Value of $199B. Yes, debt is important in evaluating a company, but too many other important factors must also be in the equation to arrive at an investment decision. I'm sure any competent management group would take advantage of the current low (or no) interest rates on loans. Extra capital is often required for Service & Business expansion, R&D, M&A, Stock Buy-back, etc., etc.. A business that demonstrates good management, a large demand of their product or services and a good FCF to support above average dividends are but a few of the things that is my initial cursory 'philosophy'.

    The comment about the industry "will always HAVE to invest in new technology" applies to all industries/businesses, if they intend to remain competitive. Albeit, the communication sector is extremely competitive as well as pharmaceutical, energy, healthcare, IT, financial, and the list goes on.

    I agree with your list of investments with low, or no, debt for I invest in most of them, too, but not solely on their debt position, as you seem to have indicated.

    Wishing You A Very Prosperous New Year !

    Freedom Bravo
    Jan 2 09:12 PM | 1 Like Like |Link to Comment
  • AT&T: Solid For Dividend Investors, With An 8% Shareholder Yield And Future Growth [View article]
    Interesting.......At what maximum debt ratio do you consider "low" ? Can you enlighten me as to any "low and even zero debt loads" within the S&P 500 ?
    Jan 2 03:28 PM | 1 Like Like |Link to Comment
  • Duke Energy CEO James Rogers' Retirement Is Addition By Subtraction [View article]
    I absolutely AGREE ! Get rid of the Bum now.
    Jan 2 12:22 AM | Likes Like |Link to Comment
  • Qualcomm Looks To Bolster Chipset Business With Sharp Investment [View article]
    Great Article ! Long on QCOM !
    Dec 31 10:54 PM | 1 Like Like |Link to Comment
  • AT&T: Solid For Dividend Investors, With An 8% Shareholder Yield And Future Growth [View article]
    I also agree.......GREAT ARTICLE !
    Dec 31 10:29 PM | Likes Like |Link to Comment
  • Despite Appearances, Duke Energy May Not Be Safe [View article]
    <Sneha> I commend you on an excellent, well presented and factual Article. It is quite obvious that DUK's CEO fiasco was well crafted many months in advance of the Merger Approval, as realized by The NC Utilities Commission, The NC Attorney General's Office, et. al.. DUK still has many obstacles to address and will remain very costly for several years.

    However, only one minor correction will be addressed: Ref. Risk #5 should read North Carolina in lieu of "South Carolina regulator......"

    May you and SA readers have a Prosperous New Year !

    Freedom Bravo
    Dec 31 10:05 PM | Likes Like |Link to Comment
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246 Comments
133 Likes