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alertmeipp

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Everything posted by alertmeipp

  1. They do have a plan but some think it's not aggressive enough or not hitting the right problem.
  2. I am guessing many of us would have better # than merely 2 weeks ago... perhaps another reminder that 1 year is too short to judge.
  3. actually, they have no issues competing with Starbucks head to head, at least in mMontreal
  4. so how would you value Fairfax if Prem is not there tmw? how much lower?
  5. Merry X'mas everyone!
  6. The NEB approval was pretty much expected. I'm still very skeptical the pipeline will be built because the majority of first nations and BC citizens oppose the pipeline. It will be very hard to convince them to put aside their concerns over the environment, the 209 conditions notwithstanding. If they roll out the construction equipment, it will quite likely turn into a repeat of the protests against logging in Clayoquot Sound. If your investment thesis in the Canadian oil patch depends on this pipeline, I would look to something else. the support percent and opposition percent is getting closer actually in BC
  7. Anyone know where to get daily or weekly quote on the edmonton par brenchmark?
  8. Thanks, something similar: http://mountaintownnews.net/2013/12/18/the-squeeze-on-global-resources/
  9. LTS.TO: Looks like another 100k today.
  10. You mean this? http://www.munknee.com/grantham-paradigm-shift-taking-place-in-commodity-prices/
  11. It has been lagging recently
  12. Maybe someone think 30s mean born in 1930s.. lol
  13. Congrats to those 100% return. My return was much better 2 short months ago but can't complain. :'(I still have decades to do this thing.
  14. There ought to be a balance. Importing oil all the way from middle east can't be more environment friendly than from Canada.
  15. It sure does not hurt to see the aggressiveness. He will be happy with the 4 cents dividend. :)
  16. LTS - the CEO just bought another 130,700 shares. Hope he knows what he is doing.
  17. Yes, sorry if I wasn't clear. Preferably something that's not too crappy. :D
  18. Mortgage REITs are popular with retail investors. NLY and AGNC had abnormally large volumes today. Most muni closed end funds have seen jumps in their discounts to NAV lately (these are also popular with retail). I have been buying DSL. What do your think about ETN like MORL?
  19. Is this a pure retail play or have some hidden asset?
  20. PWT - heavy insider buy continue http://canadianinsider.com/node/7?menu_tickersearch=pwt LTS - insider buy starting up. http://canadianinsider.com/node/7?menu_tickersearch=lts When will the differentials start to tighten again and tax loss selling stop?
  21. IMO, the author is too optimistic on the price tag but otherwise, a good insight on how cheap this has become. http://seekingalpha.com/article/1865161-lightstream-resources-two-options-to-eliminate-debt-and-potentially-triple-its-share-price?source=yahoo Lightstream Resources - Two Options To Eliminate Debt And Potentially Triple Its Share Price
  22. Any recommendation?
  23. wow, so many impressive people here. This year has been good, wonder what's you guys YTD is? I am taking a big hit on ATPG bond, so I am happy to be only slightly getting beat by the market.
  24. What i am saying is cutting capex by 200millions will decrease the cash flow and make the ratio worse. They need to spend to keep the cash flow and do asset sale to low the debt - working from both angles. Of coz, after buyback, every share will have more asset. And what I am saying is that is not true if you do what Cardboard suggested. Pair that with none core or even core asset sales, and apply the cash towards debt reduction. I am confused, to be clear, I am not talking about per share basis.
  25. What i am saying is cutting capex by 200millions will decrease the cash flow and make the ratio worse. They need to spend to keep the cash flow and do asset sale to low the debt - working from both angles. Of coz, after buyback, every share will have more asset.
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