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Enterprise Products Partners L.P. Message Board

b1g_brothr 62 posts  |  Last Activity: Jan 27, 2015 11:29 AM Member since: Jan 28, 1999
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  • NEW YORK (TheStreet) --Analysts at D.A. Davidson raised their price target on Skyworks Solutions Inc. (SWKS) to $85 from $75 on Wednesday morning.
    The firm said it upped its numbers on the analog semiconductors producer based on stronger industry demand trends.
    D.A. Davidson said that most players in this industry "are poised for record results" in the fourth quarter.
    The firm said it is too early to call the first quarter but said it believes most companies will report record results for this period as well.

  • Forbes Magazine
    Because nuclear energy has no constituency. There’s no West Virginia like there is for coal, no Texas like there is for oil, no Pennsylvania like there is for natural gas, no national environmental movement like there is for wind and solar. Nuclear has always been a national asset, and now it’s suffering from hostile regional forces.

    There isn’t even much of an industry for nuclear since it requires so few people and infrastructure to produce so much energy. With a pound of nuclear fuel producing the same energy as 11 million pounds of coal, there just isn’t the same effect in manpower or geography.

    With few exceptions, the local towns around nuclear plants really like nuclear, but they don’t amount to many people and don’t have any political clout. The workers and scientists don’t amount to many people. Totaling up all their numbers across the country doesn’t even rate them a single Senator.

    But twenty-one states have smaller populations than the fossil fuel industry has workers.

    Also, not much new has happened in nuclear since its inception that would keep nuclear on everyone’s mind. Nuclear has tooled along for 40 years, unobtrusively producing 20% of our energy and over 60% of our low-carbon electricity, decades before low-carbon was trendy. Nuclear’s quiet production, and even quieter best-safety-record-of-any-industry, never got translated to the public, who only had doom and gloom input from ideological groups.

  • Reply to

    Institutional ownership of AGNC

    by peabeetwo Dec 15, 2014 5:52 PM
    b1g_brothr b1g_brothr Dec 15, 2014 6:15 PM Flag

    Good point. I've been planning to hit the exit before the Fed raised rates, but they keep pushing that back.
    AGNC also has no foreign exposure to trouble-spots like Russia China the Mideast, or the EU.
    12%is a good rate of return.

    Russia just raised their key interest rate from 10% to 17%. Any Russian REIT is dead.

  • Reply to

    Confessions of a Gilead addict

    by peavel Jan 7, 2015 7:11 PM
    b1g_brothr b1g_brothr Jan 8, 2015 4:51 PM Flag

    I bought more at 92 on the way down. Upgrades and price target raises began coming through. GILD was dirt cheap on a PEG ratio basis BEFORE the Express Scripts announcement. Long term, GILD has been very rewarding.

  • b1g_brothr by b1g_brothr Nov 4, 2014 10:39 AM Flag

    No one tracking the outbreak is close to declaring the deadly hemorrhagic disease vanquished, and all are wary that the virus, which has receded at times over the past seven months, could suddenly flare again in this impoverished country, the epicenter of the West African Ebola catastrophe.

    But five days after the World Health Organization said new infections were declining in Liberia, a 157-bed treatment center in the city of Foya, where the epidemic began seven months ago, held no patients Monday, according to a nurse there. The same facility received no new admissions last Wednesday, the most recent day for which government statistics were available.

  • Reply to

    USA still held hostage by OPEC

    by jesseliverspot Nov 26, 2014 12:21 PM
    b1g_brothr b1g_brothr Nov 28, 2014 10:00 AM Flag

    Oil is a world market. Looking at OPEC, the two most anti-American members Iran and Venezuela, need to sell oil at $100 a bbl or their governments will collapse. In Russia, Putin is staring at another great depression and the ruble is plummeting.

    We are doing well in spite of Obama and will do better starting in January.

  • Reply to

    Just for everyone's information

    by bacon2bacon Nov 21, 2014 11:59 AM
    b1g_brothr b1g_brothr Nov 21, 2014 12:16 PM Flag

    With NYMT currently 2% below the SPO price, this is probably a buying opportunity.
    On the downside, it still is considerably above book value, using the most recent numbers I could find.
    AGNC is still 10% below BV

  • MOSCOW (AP) — Russia says Ukraine's deal to buy U.S.-made nuclear fuel for its Soviet-built reactors could trigger a nuclear accident.

    Prime Minister Arseniy Yatsenyuk of Ukraine announced Tuesday that his nation has reached a deal on nuclear fuel deliveries with Westinghouse to reduce dependence on Russian supplies.

    Russia's Foreign Ministry deplored the move as a "dangerous experiment that threatens safety and health of the Ukrainian citizens and peoples of Europe." It said nuclear fuel produced by the U.S. company doesn't quite fit Soviet-built nuclear reactors that Ukraine has.

    The ministry said Ukrainian authorities must take a responsible approach to nuclear safety, or risk disasters such as the 1986 Chernobyl one, which was a result of a flawed Soviet reactor design coupled with serious mistakes made by the plant operators.

    In a statement Tuesday, Westinghouse said it "has been working in the Ukrainian market since 2003, and brings diversification of suppliers, global best practices and technology to the Ukraine market. Westinghouse fuel is currently operating safely and efficiently at the South Ukraine Nuclear Power Plant without any defects in performance."

  • The market has it way wrong today. DNDN was a competitor of MDVN and it just bit the dust. This improves MDVN's prospects!

  • b1g_brothr by b1g_brothr Nov 12, 2014 10:24 AM Flag

    Time to be contrarian bullish on S&P 500 Energy
    Based on the intensity of down volume (selling) relative to up volume (buying), the
    Energy sector hit capitulation levels in mid-October not seen since the 2002 low.
    What is also interesting is that investors capitulated right at chart and uptrend
    support, which converge at 600-590 on S&P 500 Energy. We are not ruling a retest
    or undercut of the mid-October low at 571 for S&P 500 Energy but downside volume
    capitulation off key support suggests that the worst is over for the sector. Energy is
    poised to build a base and head higher. This echoes the views from our
    Fundamental equity analysts highlighted in US Oil and Gas: Stress tests part 2:
    increasing conviction the bottom is in 11 November 2014.
    WTI Crude Oil set up for a bullish reversal & rally
    MacNeil Curry’s Liquid Technical Edge: 10 November 2014 highlighted the potential
    for a bullish turn for WTI Crude Oil. Sentiment (Market Vane's Bullish Consensus)
    and momentum (RSI) are both are at multiyear extremes from which bullish turns
    have transpired. Although we see near term downside on WTI Crude Oil to as low
    as 75.34, we maintain our view that this 4m+ downtrend is in its final stages before
    a larger, medium term base and bullish turn in trend. Above 84.08 would confirm a
    turn in trend back toward the top of the multi-year range at 110-114.

  • Vipshop currently trades at 47.5 times forward earnings. Not a cheap stock. It closed at $229.29 on Friday.

    Vipshop ramped up strongly last week as its third-quarter earnings draw near. This stock “mainly trades on growth trends, and to a lesser extent on profits, as long as margins hold up,” wrote Arete analysts.

    According to Factset, the street expects Vipshop to grow its top line by 128% in the third-quarter to $871 million, above the company guidance of $850-860 million. Expectation is high.

    Vipshop will report earnings next Tuesday.
    Any guesses?

  • Cardiovascular Systems Inc. (CSII) fiscal 1Q15 revenue of $41.3m grew 39% and beat consensus estimates by $1.2m. This was the fourth consecutive quarter that sales growth accelerated, driven by peripheral growth of 20%. Coronary sales contributed $5m to the quarter which was in-line with company guidance. Peripheral growth was driven entirely by below-the-knee (BTK) procedures, which comprised 60% of CSII’s peripheral business and grew in the 40% range. Revenue from the low profile 1.25mm crown device grew 53% y/y and comprised 45% of peripheral sales in Q3 (vs 35% in Q3 last year). This is a unique offering that is expanding the BTK market.
    Big discount to peers
    CSII is trading at 3.9x consensus 2015 sales which is an enormous 25-35% discount to peers despite better growth. The market clearly anticipates a real slowdown in our view. We think the concern may be about new competition in 2015, but we note that 100% of CSII's growth is BTK where there is no good competition coming, and regarding above the knee we think the CSII device is the best suited to be used with drug coated balloons in highly calcified lesions. We actually see the potential for growth acceleration above the knee (SFA) if the concept of DEB and atherectomy takes off. New data at VIVA next week may help drive this concept. As DEB’s gain traction in the vascular space, we see atherectomy becoming a more important product offering. We reiterate our Buy rating.
    Ave Analyst Rating 1.3
    Gross margins improved in Q1
    Fiscal Q1 gross margins improved to 78.5% in Q1 which was ahead of guidance of 77.5-78% and represented a150bps sequential improvement. CSII attributed the increase to mix and a higher average selling price for its coronary device as well as a $100 year-over-year improvement in ASP’s for its peripheral device. Additionally, manufacturing and design efficiencies helped bring down per-unit device costs in the quarter. Going forward, CSII expects gross margins to remain in the upper 70’s and

  • We have multiple Phase 2 efforts going on in Hepatitis B a disease that affects over 400 million people worldwide and this is a particularly exciting area for R&D organizations as we attempt to discover a cure and address this huge unmet medical need. We’re also exploring Simtuzumab which is a monoclonal antibody and SYK fibrotic diseases such -- as well as in oncology. And it’s a very interesting compound and we should start to see our first 48 days a week readout in the second half of next year.

  • Maybe we'll get a less crazy National Energy Policy which supports oil and gas production.

  • Inexpensive Hep-C Treatment
    Aethlon Medical, Inc. (AEMD), the pioneer in developing targeted therapeutic devices to address infectious disease and cancer, today reported final clinical outcomes, including rapid virologic response (RVR) and sustained virologic response (SVR) rates, in Hepatitis-C virus (HCV) infected individuals who received Hemopurifier® therapy during a clinical study conducted at the Medanta Medicity Institute in India. Aethlon is now preparing to launch its first human clinical studies in the United States.

    .Aethlon Hemopurifier.
    The Aethlon Hemopurifier® is a first-in-class bio-filtration device that targets the rapid elimination of viruses and immunosuppressive proteins from the circulatory system of infected individuals. The device is a leading broad-spectrum treatment countermeasure against viral pathogens that are not treatable with drug or vaccine therapies. In HCV care, the device is positioned to address antiviral drug resistance and hard-to-treat patients who are unable to tolerate normally administered doses of antiviral drugs or peginterferon+ribavirin (PR) therapy. It is estimated that approximately 170 million people worldwide are infected with HCV, which leads to chronic liver disease or cirrhosis, and is a leading cause of liver transplantation.

    In the study, HCV-infected individuals were enrolled to receive three six-hour Hemopurifier® treatments during the first three days of a 48-week peginterferon+ribavirin (PR) treatment regimen. Aethlon reported that Hemopurifier® therapy was well tolerated and without device-related adverse events in twelve treated patients. Of these twelve patients, ten completed the Hemopurifier-PR treatment protocol, including eight genotype-1 patients and two genotype-3 patients. Eight of the ten patients (n=8/10) achieved a sustained virologic response (SVR), which is the clinical definition of treatment cure and is defined as undetectable HCV RNA 24-weeks after the completion of the 48-week PR drug r

  • I believe the term is lift cost.
    Anybody know?
    This is the number that tells how much EOG gets hurt by the fall in oil price.

  • Wall Street started trading the so-called January Effect sometime near the start of the 1980s. The effect refers to investors' selling smaller stocks out of their portfolios at the end of the year in order to take tax losses. They then buy back the shares in the new year.
    As the trend became more popular, the phenomenon began happening earlier in December with the lift in small caps actually occurring before the start of the next year. So the group's recent outperformance should come as no surprise.
    "After a year of consolidation, the setup on the RTY (Russell 2000) looks much more attractive to us than at any point in the last six-nine months," wrote Jonathan Krinsky, chief market technician for MKM Partners in New York. Based on historical patterns, he projects a rally of 12 to 13 percent for the small cap index.

  • b1g_brothr by b1g_brothr Dec 29, 2014 12:06 PM Flag

    SWKS sells at a PEG ratio of 0.85 meaning it is 15% below fair value, even as it's business is accelerating. I like the recent $90 price target raise better.

  • Iran on Monday unveiled new missiles, torpedoes, and warships just a week after nuclear negotiations between Tehran and the West broke apart with little headway made between the sides.

    The new military hardware was widely publicized by Iranian military leaders following an order by Supreme Leader Ali Khamanei urging the country’s armed forces to step up their combat readiness despite an extension in nuclear talks with the West.

    The Iranian Navy displayed a crop of new vessels equipped with cruise missiles and other rockets. Also unveiled were new attack helicopters “equipped with Iran’s latest home-grown torpedoes,” according to Iranian military leaders quoted by the country’s state-controlled press.

    The show of force is likely meant to send a message to the United States and other Western nations following another failed round of talks over Iran’s contested nuclear weapons program.

    I suspect they intend to take full advantage of Obama's final two years.

  • Reply to

    EU to the Rescue?

    by lewis_whokeyser Jan 21, 2015 11:55 AM
    b1g_brothr b1g_brothr Jan 23, 2015 7:08 AM Flag

    The American taxpayers are being looted under the Obama Administration. The real estate company owned by Sen. Dianne Feinstein's husband is about to get a windfall thanks to the government-run economy. Here's what the New York Post's Richard Johnson had to say about it: "The US Postal Service plans to sell 56 buildings -- so it can lease space more expensively -- and the real estate company of the California senator's husband, Richard Blum, is set to pocket about $1 BILLION in commissions. Blum's company, CBRE, was selected in March 2011 as the sole real estate agent on sales expected to fetch $19 billion. Most voters didn't notice that Blum is a member of CBRE's board and served as chairman from 2001 to 2014." Apparently, deals like this have been going to the Feinsteins for years. Once again, Feinstein has found a loophole to direct taxpayer money to her husband and the companies owned by his friends.

EPD
34.44+0.08(+0.23%)Jan 30 4:05 PMEST

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