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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: Now trading less than cash 
I agree, in the current economic environment, they
have been able to still deliver a small profit and
a positive cash flow by reducing inventory turns and
receivables. A very well...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Nam Tai Electronics, Inc.
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allan74z |
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8-Feb-10 12:15 pm |
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| 2. |
Re: Earnings Predictions ....
Right now given the current economic environment, I
would be fine with breakeven for the quarter, 2010
and especially second half 2010 is when I expect earnings
to come back up, I think this is currently...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MEMC Electronic Materials (WFR)
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allan74z |
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3-Feb-10 02:58 pm |
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| 3. |
Re: Any dividend reinstatement?
Fully agree, I do not expect any profit in Q4, close
to breakeven in a market still weak for their products
but they should be now well position in 2010 to take
advantage of any growth, my feeling is...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Nam Tai Electronics, Inc.
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allan74z |
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3-Feb-10 12:58 pm |
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| 4. |
Re: Todays activity
and propane stocks still going down and prices trying
to reach $1.40/gallon or close to $60/bbl, the bet
on NGL that ENT is making seems to work so far
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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allan74z |
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3-Feb-10 11:39 am |
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| 5. |
Re: Allen
Difficult to say as we would need to also know what
the success of their drilling activities will be and
the impact it will have on their reserves and future
production by type of energy. I...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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allan74z |
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2-Feb-10 12:09 am |
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| 6. |
Re: Allen
Yes I agree, at least now they report NGL seperatly
from oil. It is true that propane prices have been
gaining strength compared to oil as the storage of
propane is...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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allan74z |
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1-Feb-10 11:54 pm |
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| 7. |
Re: Allen
In fact reading their message, they insist twice about
the fact that their projection of FFO is conservative,
I therefore believe that the average $11.25m of FFO/QTR
is conservative and again that if energy...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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allan74z |
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1-Feb-10 01:12 pm |
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| 8. |
Re: Allen
I took their latest numbers and using the exit production
for Q4 which came down from the exit production in
Q3 that I was using and the market prices for oil,
NGL...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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allan74z |
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1-Feb-10 01:01 pm |
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| 9. |
Re: Mixed Blessing
By the way only 3 months to go before NCT preferred
shareholders can elect 2 new members to the Board
! Will the current Board let it happen or will they
try to find a way out of it ? I...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Newcastle Investment Corp (NCT)
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allan74z |
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30-Jan-10 10:58 am |
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| 10. |
Re: Mixed Blessing
fully agree
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Newcastle Investment Corp (NCT)
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allan74z |
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27-Jan-10 11:58 am |
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| 11. |
Re: WHY THE DUMP?
Yes I agree even if the correction is more important
than for other similar stocks, the price had also
gone up much faster so certainly the reason. We know
have to wait for earnings but the...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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allan74z |
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27-Jan-10 11:55 am |
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| 12. |
Re: Just cancelled my buy orders for the low 4&&39;s here.
I still believe that the fundamentals will support
the shre price long term but I agree that the risk
of in creasing the float by 9.2m shares in early February
(after the Q4 results) will...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Paragon Shipping Inc. (PRGN)
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allan74z |
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23-Jan-10 11:31 am |
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| 13. |
Re: i&&39;m out
:) I am still here but I have been busy with other
things in my life... Anyway not too much to say lately,
waiting for Q4 results confirming the $14m of FFO
and to hear about...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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allan74z |
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22-Jan-10 11:15 am |
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| 14. |
Re: CDO IV news
I understand that some of their asset sale will end
up in restricted cash but they had over $73m of unrestricted
cash last quarter and even if they used half of this
for buying back their...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Newcastle Investment Corp (NCT)
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allan74z |
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21-Jan-10 11:31 am |
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| 15. |
Re: CDO IV news
Yes I agree the cash flow from these CDO's is going
to be the only one NCT can count on but the game is
more now to be able to extract cash from the current
assets (asset coming to an...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Newcastle Investment Corp (NCT)
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allan74z |
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20-Jan-10 01:16 pm |
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| 16. |
Re: Don&&39;t panic --- maybe good news
The big question for me is that if these shares are
sold in February, who will they be sold to. Will they
be sold on the open market and yes this could put
...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Paragon Shipping Inc. (PRGN)
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allan74z |
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18-Jan-10 02:44 pm |
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| 17. |
Re: 39 Million Debt Reduction Qtr-Over-Qtr!!!
They often talk about net debt, meaning that they remove
the cash and the petroflow receivables from their
numbers, in fact they reported that net debts were
about $150m...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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allan74z |
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18-Jan-10 12:48 pm |
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| 18. |
Re: Don&&39;t panic --- maybe good news
I agree that something is happening, don't know
what yet and it will certainly take some time until
we know. Once again the sale of the shares if any
will not happen until early-mid February because of
insider...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Paragon Shipping Inc. (PRGN)
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allan74z |
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18-Jan-10 12:13 pm |
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| 19. |
Re: PRGN files 9.2 mlllion share secondary
You are correct, there should be a reduction of Net
Income in the coming quarters as some of the charter
renewals are at a lower price but still, the Net
Income...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Paragon Shipping Inc. (PRGN)
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allan74z |
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17-Jan-10 01:17 pm |
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| 20. |
Re: PRGN files 9.2 mlllion share secondary
Not sure but something is happening, anyway as I said
none of these shares should start selling until the
Q4 results are...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Paragon Shipping Inc. (PRGN)
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allan74z |
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16-Jan-10 12:31 pm |
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