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  • FactSet: A Financial Stock Holding Up Well
    I love the FDS product and their customer service is top notch, but when you lose Bear, LEH, MER and now WB as customers, its going to be very hard to grow revenues.
    Yet analysts are expecting 15% revenue growth in 2009 and 13% in 2010? (this is from FDS estimates function on fds)

    i think not. i'm short.
    Sep 29 13:11 pm |Rating: 0 0 |Link to Comment |View article
  • Energy Transfer Partners Looks Increasingly Interesting
    You can't reco ETP w/o mentioning their pending FERC lawsuit alleging energy market manipulation that is weighing on both the stock and bond prices.

    and what kind of research is this line:

    "the other half (of profit) comes from sources subject to the vagaries of the natural gas market." huh? what does that mean?

    To the editors of Seeking Alpha-- do you let anybody publish articles? i used to come to this site and get insightful analysis about stocks for my personal account. detailed analysis has been replaced by these fluff pieces that look like something my summer intern (undergrad) writes.
    Aug 21 11:11 am |Rating: 0 0 |Link to Comment |View article
  • Magazine Covers as Contrarian Indicators
    One more for you, Business Week had the CEO of Cerberus Capital on its cover last Spring saying how great the private equity firm was and how smart they were. Shorty afterwards their massive bets on Chrysler and GMAC turned into absolute disasters.

    Being on the cover of Business Week is the kiss of death.

    I wish i could remember the timing of Jeff Skillings cover (he had two actually) on BW versus the company blowing up.

    Aug 18 11:57 am |Rating: 0 0 |Link to Comment |View article
  • Time to Short the Utilities
    I disagree entirely. In the 2 years that the fed raised rates from mid '04 until mid '06 the utilities were one of the strongest groups out there. The UTY index was up 41% over that timeframe.

    And every single month along the way i read the exact same articles saying utilities had to under-perform because rates were rising. And every single one of those articles was wrong.

    Maybe the technical analysis angle is correct, i just don't follow that stuff.

    Best of luck to everybody
    Aug 07 11:51 am |Rating: 0 0 |Link to Comment |View article
  • Investing in Infrastructure
    great big picture comments on sector but how about that little thing called valuation? how about some relative value calls within the sector and how does the sector compare to the overall mkt?
    Aug 01 16:56 pm |Rating: 0 0 |Link to Comment |View article
  • Rosetta Resources: Stock Should Rally When Lawsuit Settles
    Where are you getting these P/E multiples from?

    ROSE stock price: $27, consensus 2008 EPS: $2.24 P/E: 12.0x
    CLR stock price: $77, consensus 2008 EPS: 2.91 P/E: 26.4x

    but who cares about P/E ratios, commodity stocks never, ever trade on them. they trade on $/mcfe or boe of reserves, or cash flows or EV/EBITDAX. p/e ratios? c'mon at least if you use them, do the math correctly.

    that being said, i like and am long ROSE too.
    Jul 15 13:16 pm |Rating: 0 0 |Link to Comment |View article
  • Lehman: The End Game
    some interesting comments there, so by your reasoning LEH currently has a big loan from the Fed discount window right now?
    Jul 15 12:04 pm |Rating: 0 0 |Link to Comment |View article
  • Doug Kass's Killer Shorts - Barron's
    Re: The Berkshire short

    I will take Doug Kass over Alan Abelson 7 days/week, 52/weeks a year.
    May 19 12:14 pm |Rating: 0 0 |Link to Comment |View article
  • Geothermal Energy Sources 101
    Absolutely great article
    May 12 22:22 pm |Rating: 0 0 |Link to Comment |View article
  • 2008 Berkshire Hathaway Shareholder Meeting: Detailed Notes
    This is great, thanks.
    May 05 09:14 am |Rating: 0 0 |Link to Comment |View article
  • Is Kinder Morgan Just a Fee Trick?
    save yourself the time and hassle of dealing w/ MLP K-1 income on your taxes and buy KMR, its a synthetic version of KMP (EXACT SAME COMPANY) that pays its dividend in more shares instead of cash, thus no K-1 on your taxes.
    Apr 07 11:23 am |Rating: 0 0 |Link to Comment |View article
  • Google’s Killer App for Investors, Consultants and Journalists
    great feature, great site, keep it up.
    I would not wanna be a TSCM shareholder if you guys keep this up.
    Apr 07 11:19 am |Rating: 0 0 |Link to Comment |View article
  • Meredith Whitney Threatens Severe Deflation For Your Portfolio
    Wow, did the author of this article really just equate a firms market value decline to the pending write-down to shareholders equity? as though market value = book value or something?

    Seeking Alpha should hire somebody who knows something about financials to screen the articles like this one before they go up on the site.
    Mar 28 12:44 pm |Rating: 0 0 |Link to Comment |View article
  • Buy-Side Still Loves (Some) Sell-Side Research
    The sell-side is good for two things only:

    IPO allocations and concert/sporting event tickets. other than that, they are bunch of cockroaches and should be treated accordingly.
    Mar 27 16:11 pm |Rating: 0 0 |Link to Comment |View article
  • Is the New Generation of Financial Content an Opportunity or Threat for Investor Relations?
    Maybe the success of Seeking Alpha is behind the decline in value of my TSCM shares. Which makes me wonder, who owns Seeking Alpha and would they consider a sale to TSCM?
    Mar 26 12:19 pm |Rating: 0 0 |Link to Comment |View article

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