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Alpine Global Premier Propertie Message Board

SU_DONGPO 10 posts  |  Last Activity: Feb 25, 2015 3:40 PM Member since: Jun 30, 1999
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  • su_dongpo by su_dongpo Feb 25, 2015 3:40 PM Flag

    Watch and learn, shorts.

  • S&P CAPITAL IQ MAINTAINS BUY RECOMMENDATION ON SHARES OF WINDSTREAM HOLDINGS
    10:48a ET February 24, 2015 (S&P Capital IQ) Print
    We cut our '15 operating EPS estimate to $0.14 from $0.27 and initiate '16's at $0.20. We reduce our 12-month target price by $1 to $10, on an enterprise value-to-EBITDA near peers. WIN posts Q4 operating EPS of $0.03 vs. $0.09, missing our $0.06 estimate, but matching the Capital IQ consensus view. Sales fell 3%, near expectations, hurt by lower carrier and wholesale revenue. We see higher enterprise, consumer and small business sales, but anticipate declines in the carrier business. We see muted near term growth but positively view WIN's REIT spin-off, expected to close in Q2.

  • The past is not prologue to the future..

  • Why not? A small number of shares and a great steady business.

  • su_dongpo su_dongpo Dec 29, 2014 4:05 PM Flag

    My source is a news item from Fidelity.

    Thomson Reuters/Verus upgrades FIFTH STREET FINANCE CORPORATION from HOLD to BUY.
    BY Investars Analyst Actions - public
    — 11:10 AM ET 12/29/2014

    On December 29, 2014 Thomson Reuters/Verus upgraded FIFTH STREET FINANCE CORPORATION ( FSC ) from HOLD to BUY.

  • su_dongpo by su_dongpo Dec 14, 2014 2:49 PM Flag

    We believe the shares trading at 13.4X our for-
    ward 12-months EPS estimate of $2.24, below
    peers, are attractively valued in spite of our
    view of near-term declining sales and flat earn-
    ings growth. But we believe new Treasury De-
    partment rules make tax inversion deals less fi-
    nancially attractive, thus decreasing the likeli-
    hood of PFE pursuing a mega deal for tax rea-
    sons instead of a strategic rationale. We are
    encouraged by PFE's increased and sizable
    share buyback program and expect an increase
    to its dividends in Q1 15. We think PFE has a de-
    cent pipeline, including palbociclib to treat
    breast cancer and bococizumab for the reduc-
    tion of LDL cholesterol, currently in Phase III tri-
    als. PFE filed an NDA for palbociclib and was
    granted a priority review with an April 13, 2015,
    PDUFA date. We believe palbociclib could
    reach blockbuster sales of $1 billion in 2 years.

  • su_dongpo by su_dongpo Dec 4, 2014 2:02 PM Flag

    "...Pengrowth is in a position to sustain lower crude prices in the coming years. The company has hedged 63% of its crude oil production for 2015 and 33% for 2016 at nearly $83 a barrel. This should protect the company's cash flows even if crude remains around $80 a barrel or lower..."

    "... Pengrowth will start producing oil from the first phase of its flagship Lindbergh heavy oil project in January... The project underpins the company's future production and cash flow growth. Lindbergh not only has higher quality of oil compared with similar projects, but also has significantly lower supply costs, making it attractive even if oil prices hover around $70 a barrel in 2015. "

    "... oil from Lindbergh would cost slightly more than $50 a barrel. On the other hand, the average cost of other oil sands and shale oil projects is more than $70 a barrel. "

    "With gradual ramp ups and contribution from Lindbergh's second phase, the company's total liquids output could increase to more than 51,000 barrels a day by the end of 2016, according to Credit Suisse estimates. "

  • "...Pengrowth is in a position to sustain lower crude prices in the coming years. The company has hedged 63% of its crude oil production for 2015 and 33% for 2016 at nearly $83 a barrel. This should protect the company's cash flows even if crude remains around $80 a barrel or lower..."

    "... Pengrowth will start producing oil from the first phase of its flagship Lindbergh heavy oil project in January... The project underpins the company's future production and cash flow growth. Lindbergh not only has higher quality of oil compared with similar projects, but also has significantly lower supply costs, making it attractive even if oil prices hover around $70 a barrel in 2015. "

    "... oil from Lindbergh would cost slightly more than $50 a barrel. On the other hand, the average cost of other oil sands and shale oil projects is more than $70 a barrel. "

    "With gradual ramp ups and contribution from Lindbergh's second phase, the company's total liquids output could increase to more than 51,000 barrels a day by the end of 2016, according to Credit Suisse estimates. "

  • in providing a steady cash flow.

    .............................volume..................price.................hedged.....limits
    Rest of year 2014.... 23,000 bbl/d... $94.51/Bbl... 77%...... Up to 65%
    2015...................... 26,000 bbl/d... $93.99/Bbl ... 63%...... Up to 65%
    2016...................... 15,000 bbl/d .. $94.75/Bbl ... 33%.... Up to 50%


    See entire spectrum of hedged positions as of Sept. 30, 2014:
    http://www.pengrowth.com/investors/hedging-and-marketing/

AWP
6.94+0.06(+0.87%)Feb 27 4:00 PMEST

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