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1.  Re: Building my position here 
Thanks for your input. It's as told in the book "The innovator's dilemma". I hope Penny stock Patrick goes down the with the ship. Not sure how he even got to be CEO of this company.
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entropic Communications, Inc. (ENTR)
  kennykabuki   8-Feb-10 02:06 pm
 
2.  Re: Everybody seems to be wrong on earnings... 
Their hedged positions are to sell electricity forward and buy the coal and NG to product it forward. that way they are locking in a spread. If the price of electricity...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mirant Corporation
  kennykabuki   6-Feb-10 01:30 pm
 
3.  Re: Building my position here 
There are only so many homes who needf their crap chips in the first place. BRCM will have the ability to basically make an infinite amount of them, thus keeping prices extrememly...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entropic Communications, Inc. (ENTR)
  kennykabuki   5-Feb-10 10:47 pm
 
4.  Re: Building my position here 
The total market size is limited. Limited marketsize, erduced costs/prices and increased competition...what does that do for profits? Broadcom...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entropic Communications, Inc. (ENTR)
  kennykabuki   5-Feb-10 04:16 pm
 
5.  $3.60 next year? 
And what about the year after that? If we go into a depression, this could hit $25-$30.
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Exelon Corporation (EXC)
  kennykabuki   5-Feb-10 12:33 pm
 
6.  why don&&39;t they buy back stock? 
What the hell is wrong with them anyway? How much will the crash in electricity prices hurt them?
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Exelon Corporation (EXC)
  kennykabuki   5-Feb-10 12:02 pm
 
7.  Re: FCF 
Long term electricity prices have crashed, because of soft economic conditions. Not sure how much taht effects NRG, ie do they have regulated utility wi th...
Business & Finance > Investments > Stocks (A to Z) > Stocks N  >  NRG Energy, Inc.
  kennykabuki   5-Feb-10 11:33 am
 
8.  Re: Hedgies blowing out? 
Cap and Trade has been dead for months.
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Exelon Corporation (EXC)
  kennykabuki   5-Feb-10 11:23 am
 
9.  tax situation and other questions 
How much tax loss carryforward to they have if any? Usually companies make a provision for taxes even if they have a TL carryforward. They reduce the value of that asset. But from reading an earnings release, it...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mirant Corporation
  kennykabuki   4-Feb-10 02:22 pm
 
10.  Re: Building my position here 
Well those are the intentions. You'd HOPE they'd do that cause as it stands now the stock making 1 or 2 cents a quarter is worth about 50 cents. So. ..
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entropic Communications, Inc. (ENTR)
  kennykabuki   4-Feb-10 09:16 am
 
11.  Beat by a PENNY! 
We're in the money.. we're in the money.. When do they start making real money?
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entropic Communications, Inc. (ENTR)
  kennykabuki   3-Feb-10 04:29 pm
 
12.  Re: Any guess on Hedge gain or loss onQ4 09 Earning? 
I think how it works is as the value of the electricity sold position goes up we have a gain, otherwise a loss. So if we sell electricity at "20" and the price goes to "10" we have a huge gain. If...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mirant Corporation
  kennykabuki   3-Feb-10 12:28 pm
 
13.  Re: Building my position here 
Doesn't matter if earnings "beat" by a penny. In 24 months the company is out of business. And the money they do build up won't be dividended to sucker shareholders, they'll eat it up in. ..
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entropic Communications, Inc. (ENTR)
  kennykabuki   2-Feb-10 04:42 pm
 
14.  Re: Entropic at CES 
Anyone who doesn't like a stock you're invested in is a "scumbag". Any news other than good news is "scumbag". You'll go far investing in the stock market with blinders on, loser. Yahoo! messageboards...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entropic Communications, Inc. (ENTR)
  kennykabuki   1-Feb-10 02:33 pm
 
15.  Re: Entropic at CES 
Overall market grows, but prices crash. And they have a small lead now, with Broadcom's expertise it will shrink rapidly and they'll be out of profits soon enough.
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entropic Communications, Inc. (ENTR)
  kennykabuki   29-Jan-10 04:48 pm
 
16.  why not a buyback? 
How much of their cash is restricted? If they could buy back a steady $100M per quarter, we'd be in clover soon.
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mirant Corporation
  kennykabuki   27-Jan-10 12:53 pm
 
17.  Re: Entropic at CES 
The trend is to put more and more features on a chip. Broadcom making their chips means Entropic's days are numbered. They will be an obsolete company...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entropic Communications, Inc. (ENTR)
  kennykabuki   24-Jan-10 08:28 pm
 
18.  Re: Kiss Of Death ? ? 
Stock's all time high was in the high 60s. No reason we shouldn't be at an all time high again.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AFLAC Inc. (AFL)
  kennykabuki   14-Jan-10 01:57 pm
 
19.  Re: What&&39;s REALLY wrong with EXC 
That's interesting, but they are still very profitable, no matter what happens to cap and trade.
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Exelon Corporation (EXC)
  kennykabuki   5-Jan-10 12:53 pm
 
20.  Re: NRG Energy loses first round in court 
Nuclear isn't 35 cents, where did ou get that? It depends on the cost per watt installed. If it's $4 per watt and you get 7kwh per watt and interest is 7%, then that 7kwh will cost 28...
Business & Finance > Investments > Stocks (A to Z) > Stocks N  >  NRG Energy, Inc.
  kennykabuki   2-Jan-10 03:50 pm
 

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