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Cheniere Energy, Inc. Message Board

margretbar2 663 posts  |  Last Activity: Dec 5, 2014 10:48 AM Member since: Jul 1, 2008
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  • margretbar2 by margretbar2 Dec 30, 2010 2:47 PM Flag

    "The margins for the chemical business for HAL is an unbelievable!…there is a small co called FTK growing 40% to 50% per quarter that are selling their chemicals to HAL and the service providers. As far as the the chemical sellers…You are seeing the growth in their #’s!"

  • 09-Mar-09 09:03 ET AmTech notes tier one solar firms are taking share in difficult environment
    AmTech, following the Photon International Technology Conference in Munich, continues to see the rationalization of the solar industry with tier one OEMs holding up relatively well on volume and pricing with tier three cos effectively out of business and tier two cos (like STP, YGE, JASO, and CSIQ) making necessary adjustments to survive a difficult business environment. They continue to recommend investors build positions in tier one OEMs with exposure to the potential dramatic growth in the US: FSLR, SPWRA/B, and ENER. They believe tier one OEMs are going to aggressively take market share in 2009 as weaker players either contract to survive or die.

  • Reply to

    SQM's chart looks great

    by margretbar2 Jul 1, 2008 7:57 PM
    margretbar2 margretbar2 Jul 1, 2008 8:10 PM Flag

    An you will be wrong...the chart is about to take off.....

  • Sent: 11/1/2013 1:11:07 P.M. Eastern Daylight Time
    Subj: Action Alerts TRADE -- LINE, TKR, XLNX

    Friday, November 01, 2013 1:10 p.m. EDT

    -- Buying 500 shares of Line Energy (LINE:Nasdaq) at about

    -- Buying 100 shares of Timken (TKR:NYSE) at about $52.41.

    -- Buying 100 shares of Xilinx (XLNX:Nasdaq) at about

    After you have received this Alert, we're going to buy
    another 500 shares of Line Energy (LINE:Nasdaq) at about
    $31.13, 100 shares of Timken (TKR:NYSE) at about $52.41 and
    100 shares of Xilinx (XLNX:Nasdaq) at about $45.32.

    After our trades we'll own 1,500 shares of LINE, or 1.5% of
    the portfolio, 1,650 shares of TKR, or 2.8%, and 1,600
    shares of XLNX, or 2.3%
    Sent: 11/1/2013 9:53:21 A.M. Eastern Daylight Time
    Subj: Action Alerts TRADE -- LINE

    Friday, November 01, 2013 9:52 a.m. EDT

    -- Buying 500 shares of Linn Energy at $29.78.

    We are going to buy 500 shares of Linn Energy (LINE:Nasdaq)
    at about $29.78.

    We are moving this stock to a One rating from Three.

    Today, the SEC officially ended its inquiry tied to the
    company's accounting practices. The stock is down 14.5%
    since the SEC announcement and with this overhang lifted we
    see shares moving higher in the near term. Importantly, the
    distraction is out of the way and management can now focus
    on growing its business and rekindling the Berry Petroleum
    (BRY:NYSE) deal.

    company will hold a conference call on Wednesday Nov. 6 to
    discuss its 3Q results (that were released on Monday evening
    and were better than plan) and to provide an update on BRY.
    The combined entity has an NAV of $40/share, so there's
    ample upside from here.

    After our trade we'll own 1,000 shares of LINE, or 1%.

    Sentiment: Strong Buy


    The fact that the top executives purchased the shares is especially important, Mr. Silverman said, because they are the most familiar with the business.

    "The CEO, the CFO and the COO -- combined these three should know pretty much everything going on in the business from a strategy, operations and financial standpoint," Mr. Silverman said.

  • margretbar2 by margretbar2 Sep 21, 2011 4:42 PM Flag

    Increasing a Telecom Position
    TSC Staff
    09/21/11 - 12:19 PM EDT

    Weekly oil inventories posted a large draw this morning, which was more than forecasts, yet energy and the entire commodity complex is down after negative macro commentary from Alpha Natural Resources (ANR:NYSE), Walter Energy (WLT:NYSE) and Rio Tinto (RIO:NYSE).

    An interesting offsetting comment has just come out of the Citigroup conference where Norfolk Sothern's CFO said they are seeing no slowdown in export coal demand. And by segment, demand is up 9% in auto, 8% intermodal, construction up 7%, coal up 1%, and paper up 5%.

    With many cross currents out there volatility continues to be high. We sold out of CAT, but will continue to hold onto the other cyclicals: Cummins (CMI:NYSE), DuPont (DD:NYSE), Freeport (FCX:NYSE), Johnson Controls (JCI:NYSE), and UPS (UPS:NYSE). We'll look to add to these positions on the weakness (based on yield). These are stocks that are out of favor right now (and already down a lot from their highs) but are very strong companies with good long-term fundamentals, solid balance sheets and dividends.

    One stock that is bucking the energy decline is Apache (APA:NYSE). It announced plans to acquire ExxonMobil's North Seas assets for $1.7 billion. This includes interests in 6 oil/gas fields, an operating interest in the Beryl/Brae gas pipeline and SAGE plant, and nonoperating interests in 3 oil/gas fields. The acquired assets had proved reserves of 68.3 MMBOE at the end of 2010 and value the deal at $25.62/BOE of proved reserves. This compares to an average of $40.01BOE for North Sea transactions and will be accretive to APA's earnings and cash flow.

    Shares have been hit hard in the energy sell off (down 20%) despite stellar fundamentals. But without dividend support the volatility is greater and investors at the moment are reducing risk. We'll stick with this story for the long run as it produces above-average production growth, has a strong balance sheet (will have $11 billion in cash at the end of 2011) and trades at a discount to the group (despite faster growth).

    Finally we'll add to the AT&T (T:NYSE) position today on weakness with 400 shares at $28.61. We like the 6% dividend yield, the 10% discount to Verizon, and the strong wireless positioning (with or without the deal).

    As we've written, the company has ample cash to fund a breakup fee if T-Mobile doesn't go through (it raised $8 billion in two recent debt offerings) and if it does, all the better with more spectrum and consumer reach.

    After our trade we'll own 2,000 T or 2.14%

  • margretbar2 by margretbar2 Nov 13, 2008 9:52 AM Flag

    11-Nov-08 13:41 ET In Play Converted Organics and Archer Daniels Midland announce a strategic agreement for professional turfgrass products (6.75 +0.06) : Co announces that it has entered into a strategic agreement with Archer Daniels Midland Company (ADM) to develop lysine-rich, green organic-based liquid and solid fertilizers for use in the professional turfgrass market. Under the agreement Converted Organics will have access to ADM's patent-pending, lysine-based technology, marketed under the NaturStim trade name, and be allowed to develop, produce and market the Turf Blend organic liquid and granular fertilizers that contain NaturStim products. Converted Organics will be in position to become a major distribution channel for the ADM NaturStim product-line to the U.S. professional turfgrass market via the Turf Blend products, all of which will bear the NaturStim logo.

  • margretbar2 margretbar2 Mar 21, 2014 9:11 AM Flag

    He said to buy it right here at $68

    Sentiment: Strong Buy

  • Cramer and Brian Kelley said to buy :))

    Sentiment: Strong Buy

  • margretbar2 margretbar2 Jun 24, 2013 11:28 AM Flag

    FIo is a much better company than STEC!

    Sentiment: Strong Buy

  • Reply to

    Stocks Under $10 Alert! "Ramping Up a Holding"

    by citiccgirl Jul 27, 2011 11:47 AM
    margretbar2 margretbar2 Jul 27, 2011 12:54 PM Flag

    Thank you Citi :)) I added

  • margretbar2 margretbar2 Aug 17, 2013 11:26 AM Flag


    Sentiment: Strong Buy

  • Top three trades
    Fri 16 Aug 13 | 12:30 PM ET

    Josh Brown, P Pandora, caught an upgrade today. Josh Brown, "I love this stock. I think it's going higher. I use the service. I can understand why their service is so sticky. (Why listeners stick with it.) JP Morgan and Goldman are telling clients to get involved going into the earnings. I think the stock gets to $25 if the number is decent or even better. "

    Sentiment: Strong Buy

  • Sent: 11/4/2013 8:43:35 A.M. Eastern Standard Time
    Subj: Action Alerts TRADE -- LINE HON
    Monday, November 04, 2013 8:42 a.m. EST

    -- Buying 500 shares of Linn Energy.

    -- Selling 200 shares of Honeywell.

    We added meaningfully to this position on Friday following
    the SEC news and will add another 500 shares, which have a
    bid/ask of $32.20/$32.30.

    We expected the amendment to occur and the new terms, which
    value the transaction at $4.9 billion, in line with our
    expectations (we had heard $4.5-6 billion). It is an
    all-stock transaction and LINE has agreed to issue 1.68
    common shares, up from the original 1.28 common shares. This
    is another big overhang removed from the stock and the
    combined entity will create one of the largest independent
    oil and natural gas companies in North America with more
    than 1 Bcfe per day and proved reserves of 7.7 Tcfe. The
    deal will be accretive to LINE's cash available for
    distribution. We like the transaction and have viewed it as
    essential in owning the LINE stock.

    With the SEC overhang removed and the BRY deal terms now
    restructured, we can now focus back on the fundamentals
    (which were ahead of expectations for its 3Q last week). BRY
    has long-life, low-decline, mature assets that fit well with
    LINE's current asset base. It increases the geographic
    exposure to California, Permian Basin, East Texas and the
    Rockies. Production with BRY will be increased by 30% and
    the mix is attractive with reserves at 75% oil (up from 54%
    for LINE stand-alone). Proved reserves of 1.65 Tcfe,
    increases LINE's proved reserves by 33% and the companies
    have outlined additional probable and possible reserves of
    3.8 Tcfe. The accretion (which we'll get more details on at
    tomorrow's call) does not include cost savings.

    After our trades we'll own 2,000 shares of LINE, or 2%, and
    1,300 shares of HON, or 3.7%.

    Sentiment: Strong Buy

  • Reply to

    I am buying too....WMT

    by margretbar2 Jan 8, 2009 1:44 PM
    margretbar2 margretbar2 Jan 8, 2009 1:52 PM Flag

    JC Penney (JCP) , Kohl's (KSS) and Sears (SHLD)...are not down Costco Wholesale (COST) . You have to like that not all retail is down. WMT is a great buy here...Christmas sales were skewed.

  • margretbar2 by margretbar2 Jun 14, 2010 3:13 PM Flag

    He loves DVN

  • margretbar2 margretbar2 Aug 14, 2008 1:14 AM Flag

    Three top executives of Hologic Inc. recently bought $1.7 million in company shares after the stock dropped to two-year lows, reversing a long trend of insider selling at the company.

    On Aug. 7, Chief Executive John W. Cumming made his first purchase of company stock in five years, buying 50,000 shares at prices from $20 to $20.05 a share, for a total purchase price of $1 million.

    Chief Financial Officer Glenn P. Muir bought 25,000 shares that day for $19.79 to $19.81 apiece and Chief Operating Officer Robert Cascella purchased 12,300 shares for $20.20 each.

    "We're looking at, essentially, insiders making a valuation call," Mr. Silverman said. "They've taken so much money out of the stock over the years, now they're putting money back into it."

    The fact that the top executives purchased the shares is especially important, Mr. Silverman said, because they are the most familiar with the business.

    "The CEO, the CFO and the COO -- combined these three should know pretty much everything going on in the business from a strategy, operations and financial standpoint," Mr. Silverman said.

  • Depending on the price you paid, Shah suggests you might want to lighten up on Canadian Solar and Solarfun based on valuation. But don't abandon the sector altogether. As high as they are, valuations aren't that rich in terms of projected 2010 earnings, says Shah. He and Milunovich agree this could be a breakout year, in which select companies -- leading Chinese crystalline-silicon panel makers like Yingli, JA and Suntech, and U.S. thin-film innovators like First Solar, SunPower (SPWRA) and Energy Conversion Devices (ENER) -- will be able to support a 20-plus multiple.

43.49-0.57(-1.29%)Aug 30 4:00 PMEDT