gokou3

DISCK@$34.50

+1 for Koyfin. I like that it has 1) international data including Canada. 2) You can plot ratios (say EV/EBITDA) over a long time period. Although the data is not 100% reliable, but better than most of the solutions out there.

What indicators should one pay attention to instead?

ATD.B CEO and company have been buying last month.

May I ask what value do you see in Fortis (FTS)? I see a very solid 4% yielder with 6% annual growth in the foreseeable future. Not bad, but nearly-as-solid yield plays like TC Energy is yielding close to 6% with similar growth.

I am interested in TOI, but wonder if you notice this section in page 14 of the prospectus which mentions a EUR$200M drawdown of the credit facility prior to the completion of spin-off? Maybe I understood it wrong, but that would make the EV even higher than implied in the 2020Q3 financials. 38x EV/LTM FCF @$59 share price.

BAM

The total Japanese investment is $6B, not $30B.. see last paragraph of CNBC article stating they have neutral yen exposure due to their $6B yen bond..

https://twitter.com/ShaiDardashti/status/1257008469233692674 https://www.rev.com/transcript-editor/shared/D5W8NfZq08dBcfCzXRI8ggUfBFtf5tna49t4GRlcdfVzZfdF0G5z_03OZTTBlBZtiPXWB3tiuOiTzIBx6Aore7QCUr8

I wonder if the unemployment numbers are 'small' due to some computer system overload which prevents people from even filing. I know Canada has some issues with EI claims. Btw, Canada has almost 1M claims, so US at 3M with 10x the population seems mild by comparison?

Added to BPY. Even if retail and LP are both $0, the office NAV alone is still above the current market cap.

EURN (crude shipper)

BMO allows it, but it's the simplest strategies like long call or put, covered call, etc. No spreads, naked, etc.

A few Chinese restaurants in the Vancouver area have closed for good.

It has masks but not for its people. Wuhan Red Cross intercepted over 36000 N95 mask donations and sent it to an abortion clinic. China also donated 30 Million masks to Hong Kong Any source for your mask donation to hk comment? The news I see from hk is all about people desperate for masks and lining up overnight for them. One video shows literally thousand+ ppl lining up at a small pharmacy. Another news shows masks made by hk prisoners ending up in guangdong province

There have been many previous cases in China (not referring to Li Lu's, but in general) where donations have gone missing or directly into the Party comrades' pockets. I am sure the Chinese govt with all its might and power can come up with the required resources on its own.

Lol what? How were they diagnosed BEFORE being hospitalized? Why not? They come to the hospital, wait for 5 hours while infecting all other patients waiting in line (and being infected as well). Then they met the doctor, who asked the nurse to do a series of lab testing for them. Then results show positive. And doctor says sorry we don't have any beds for you today. Go home and try to come here again tomorrow to see if we have any empty beds. Your story sounds like a whole load of BS. There is absolutely no way the hospital is letting an infected victim just go home. They’ll house them in tents if there aren’t any beds and keep them quarantined. Your comment is like adding salt to the wound. You have no respect and no sympathy for my relatives and for people who got infected. You don't have to believe anything I said. Just go there and look at it yourself. Thanks Muscleman for telling your story; much appreciated and hope you can provide more updates in the next little while. It's sad but not surprised to read about what is happening on the ground. Speedy recovery for your families. P.S. Ignore the ignorant.

China to ramp up U.S. buys under trade deal, but skeptics question targets https://www.reuters.com/article/us-usa-trade-china/china-to-ramp-up-u-s-car-aircraft-energy-purchases-in-trade-deal-source-idUSKBN1ZD0FN So this is like 2.4 Mbpd of incremental (?) oil purchase from China? Must be bullish for the US oil producers and midstream companies.

Scorpio Tankers STNG

Inline with the S&P500 return (+29%), despite actively managing my portfolio ;)

BEP.un, on valuation concern.

http://archive.is/ Typically works for me.

A breakup of MPC ( Sponsor and majority owner of MPLX ) is not a positive for MPLX most likely. Could you kindly explain? As a majority holder of units, MPC would be on both sides of the transaction. If a transaction is favorable for MPC and marginally favorable or neutral for MPLX, it would pass a fairness opinion and would go through. I believe the main Elliot pitch is that MPLX units should be distributed to shareholders. If that happens, I would expect a hell lot of selling because most shareholders can’t or don’t want hold MLP units. This is not directly a negative for the MLP itself, but certainly for the current minority unit holders. Understood, thanks for the elaboration. Of course there is no guarantee that things will go the way Elliott envisions, but I believe their plan calls for a simple three-way split of the company, i.e. the MPC shareholders end up owning shares in 3 companies. Wouldn't this simply involve the MPC shareholders getting a pro-rata share of MPC's current 63% ownership in MPLX? I am not creative enough to imagine how MPLX will get screwed in this process. I do agree with you that there may be forced selling after the spin, but the Elliott plan also calls for the conversion to C-corp at the same time so perhaps some forced selling can be offset by new shareholders who currently cannot buy into a MLP. Do you have any insight into MPLX's assets? Seems like demand for the New England pipeline capacity (20% of EBITDA) is slow, but assets in other areas are in high demand and have good growth opportunity.

A breakup of MPC ( Sponsor and majority owner of MPLX ) is not a positive for MPLX most likely. Could you kindly explain?

MPLX at <$27; 10% yield. 1.4x distribution coverage. K1. Possibly catalyst from Elliott requesting to break up MPC (sponsor). https://www.remakingmpc.com/