turb0kat

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What's Driving Precision Drilling Trust Into the Ground?

I think to say that it is the acquisition which torpedoed this stock misses the truth: the stock torpedoed because of the convergence of (a) impending payments on debt (b) expected slash in dividend (c) $100 drop in oil prices.

Assuming that none of these will bankrupt the company, you've got a ticker trading for about twice cash-flow, an insane valuation for an industry stalwart.

Long PDS (@$16 boo), GW(@ $4.60 last month boo-yah!)
Dec 19 16:15 pm |Rating: 0 0 |Link to Comment |View article
Under Armour: What Are Investors Thinking?

Flaws with this article:
1) Ignores growth rate of company and the fact that earnings are not the primary focus. P/S (just over 1) is a better indicator and much more reasonable.
2) Ignores obvious brand strength as evidenced by gross and net margins, ROE

Nov 05 12:22 pm |Rating: 0 0 |Link to Comment |View article
Cloud Computing Requires Infrastructure 2.0

where's the beef?
Oct 02 01:21 am |Rating: 0 0 |Link to Comment |View article
'Panics Do Not Destroy Capital'

rabbits come out of hats, cats come out of bags
Aug 18 02:18 am |Rating: 0 0 |Link to Comment |View article
Who Says Amazon's Margins Are Rising?

If you wanted to grow a 30 billion dollar company by 30-40% per year consistently, low margins might be a good strategy. Just sayin...
Jul 16 03:06 am |Rating: 0 0 |Link to Comment |View article
Updated Yahoo Exec Tracker: 114 Execs Gone in 18 Months

what percentage turnover does this represent?
Jun 23 12:34 pm |Rating: 0 0 |Link to Comment |View article
The Worst Is Behind Us (unless massive bank failure is considered a bad thing)

Hey Reggie, I love this article and keep coming back to it. Where do you find the loan-to-value data? Have you looked at Lloyds (LYG)?

thanks!
TK
Jun 09 03:37 am |Rating: 0 0 |Link to Comment |View article

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Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

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