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rgperrin

rgperrin
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  • Microsoft: Transformation To Cloud And Mobile Implies Strong Growth [View article]
    These days, sanguine analyses of Microsoft are both welcome and rare. All "growth," of course, is "going forward."
    May 22, 2015. 06:31 PM | 6 Likes Like |Link to Comment
  • Strategic Investments And Solid Expected Growth Rate Earn Frontier A Bullish Thesis [View article]
    I hope your sanguine "take" is on target. All I have seen lately is an $8 or so stock shrinking to a $5 or so stock.
    May 22, 2015. 02:32 PM | Likes Like |Link to Comment
  • How To Make Green From Renewable Energy [View article]
    This is the kind of first-rate analysis I have come to expect from Mr. Conrad in the now twenty-three years I have been reading his utility investment publications. I now subscribe to his Conrad's Utility Investor, the successor to his Utility Forecaster.
    May 20, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • Duke Energy to convert North Carolina coal plant to nat gas for $1.1B [View news story]
    free bra, yes, of course. I meant only that today's low natural gas prices (or low relative to other energy sources) can't reliably be extrapolated. Future natural gas prices may or may not as competitive as they are now with other sources of energy. I don't have any data in front of me, but I guess that nuclear and coal prices may be less liable to price swings. Of course, that's the pattern of the past, and the past does not predict the future. However, it does gives us our initial orientation.
    May 20, 2015. 09:18 AM | Likes Like |Link to Comment
  • Windstream, CS&L lower as Goldman updates coverage [View news story]
    Only if you actually expect CSAL to pay dividends for any length of time.
    May 19, 2015. 02:52 PM | Likes Like |Link to Comment
  • Windstream, CS&L lower as Goldman updates coverage [View news story]
    The business model (lumbering to the vanishing point) and managerial myopia.
    May 19, 2015. 02:50 PM | Likes Like |Link to Comment
  • Duke Energy to convert North Carolina coal plant to nat gas for $1.1B [View news story]
    The fly in the ointment, of course, is found in this phrase, "based on current natural gas prices." With natural gas, especially, "current prices" predict little or nothing about future natural gas prices.
    May 19, 2015. 10:15 AM | 2 Likes Like |Link to Comment
  • Windstream, CS&L lower as Goldman updates coverage [View news story]
    I'm surprised the price targets exceed $1 and $3.50, respectively.
    May 18, 2015. 02:58 PM | Likes Like |Link to Comment
  • Duke Energy - Lofty Valuations, Deteriorating Fundamentals [View article]
    It can be used if there's a "secondly," "thirdly," and so on, but that becomes strained when passing "tenthly." Recently, I read an article (English usage) on this very subject, but I can't remember where right now.
    May 17, 2015. 10:32 AM | 1 Like Like |Link to Comment
  • Duke Energy - Lofty Valuations, Deteriorating Fundamentals [View article]
    If I recall correctly, Duke Energy gets top ratings (safety, future growth, etc.) from what are, arguably, the two best investment publications specializing in utilities, namely, Conrad's Utility Investor and The Utility Forecaster. It's hard to gainsay their arguments.
    May 16, 2015. 07:06 PM | 1 Like Like |Link to Comment
  • Sprint Is Worth More Than You Think [View article]
    Sanguine analysis, indeed. Hope it's also prescient.
    May 14, 2015. 12:50 PM | Likes Like |Link to Comment
  • Reactor at Entergy nuclear plant could be offline for weeks [View news story]
    This presents an excellent opportunity for a "shake down" of Entergy by the notoriously rapacious and anti-nuclear government of the state of New York. Didn't New York want to--and even try to--shutter this reactor? Good luck, Entergy.
    May 11, 2015. 07:32 PM | Likes Like |Link to Comment
  • Where's The Beef In Alcatel? [View article]
    The German philosopher Nietzsche has the answer to the question you raise in your fourth sentence: "There are no facts, only interpretations" (my translation).
    May 11, 2015. 07:27 PM | 1 Like Like |Link to Comment
  • Chevron, Sharply Negative Cash Flow, Dividend Under Threat [View article]
    Yes, indeed, Mr. Schwartz, Mr. Immelt did, and after gutting the dividend he won the Management Mendacity Medal for that year, narrowly beating out Maggie Rotterwilder, then CEO of Frontier Communications.
    May 8, 2015. 11:20 AM | Likes Like |Link to Comment
  • The Yum Breakup Is Imminent [View article]
    A Yum! Brands breakup in the near or intermediate future is about as "imminent" as a Clinton (marital) breakup.
    May 7, 2015. 05:47 PM | Likes Like |Link to Comment
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