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Duke Energy Corporation Message Board

blackoutbuzz 772 posts  |  Last Activity: 10 minutes ago Member since: Apr 26, 2001
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  • blackoutbuzz blackoutbuzz 10 minutes ago Flag

    Who were you expecting to buy it?

  • Reply to

    X CEO on steel imports

    by blackoutbuzz Mar 26, 2015 8:51 PM
    blackoutbuzz blackoutbuzz 24 minutes ago Flag

    and yet here's JPM saying today the exact opposite ie. that mills running on scrap steel are the low cost producer.

    @@@@JPMorgan told clients Tuesday to short U.S. Steel, as it expects the nation's largest steel company to operate at a loss this year. It also advised shorting AK Steel. The firm slashed its fiscal year 2015 estimate on the stock to a loss of 25 cents from a gain of $1.57. For the full year 2016, JPMorgan now expects earnings of $1.42, down from $3. The firm said a strong dollar, low oil prices, and slowing growth in China would all play a role here....we remain cautious on the metals & mining sector as we believe that a strong dollar and weak oil prices will continue to weigh on demand (and prices) for most metals at a time when Chinese growth (and metals consumption) is slowing and Russian exports are increasing. In the U.S., we are not looking for a material increase in steel prices, as we think imports will remain elevated and scrap prices depressed. With the drop in scrap prices, minimills are now the low cost producer, and we think they could use their cost advantage to take share from the integrateds and imports. With this outlook, we continue to recommend a near-term pair trade of long sheet minimills Nucor (NUE) and Steel Dynamics (STLD) and short integrateds AK Steel and US Steel and we are also adding Steel Dynamics to J.P. Morgan's US Equity Analyst Focus List.

  • Both with PT $115 and the stock barely reacted. Is any move up on hold pending EOQ or is this just more analyst talking out of their #$%$?

    @@@NEW YORK (TheStreet) -- Shares of Nike (NKE - Get Report) are up 0.44% to $101.33 in early morning trading Tuesday after Deutsche Bank increased its price target to $115 from $110, while maintaining its "buy" rating. Deutsche Bank analysts maintain their rating given Nike's numerous growth levers, which include a continued strong constant currency futures profile in North America and globally, and a reinvigorated strategic pursuit of the women's and children's market. The athletic retail company has one of the best long-term margin opportunities, which includes benefits from shifting revenues to apparel from footwear, to retail from wholesale, and to foreign markets from domestic ones, the firm noted. "We're incrementally more bullish on the long-term opportunity for Nike in China and candidly, in Asia Pacific broadly, Latin America and Europe as well," analysts said.

    @@@NEW YORK (MarketWatch) -- Nike Inc.'s stock NKE, +0.71% rallied 1.3% in midday trade Monday, after the athletic apparel and shoe seller was upgraded by RW Baird, which cited a rising preference for active lifestyles against a backdrop of robust consumer spending. Analyst Jonathan Komp raised his rating to outperform from neutral, and lifted his stock price target to $115--14% above current levels--from $102. Nike's strong operating fundamentals sets the company up to capitalize on "a healthy consumer spending backdrop combined with secular shifts in consumer purchase behavior," which helps justify the "valuation expansion and outperformance year to date," Komp wrote in a note to clients.

  • Reply to

    POST story might be hoax

    by hirsct 4 hours ago
    blackoutbuzz blackoutbuzz 4 hours ago Flag

    Not on twitter but definitely on the web site. Still though, how did this tabloid paper break such big news before the established papers... or is this just a nasty game Wallstreet is playing? we'll know soon enough.

    @@@@FTC recommends lawsuit to block $27B cigarette merger By Josh KosmanMarch 31, 2015 | 2:28am The Federal Trade Commission staff is recommending a suit to block the $27 billion merger of the second- and third-biggest cigarette makers, Reynolds American and Lorillard, a well-placed DC source not working on the case said. The five FTC commissioners can overrule staff, although that is not a common occurrence.
    Regulators are scheduled to meet Tuesday on a merger vote that sources believe is the Reynolds case

  • Reply to

    LO getting

    by notsoobviousman1 Mar 30, 2015 9:46 AM
    blackoutbuzz blackoutbuzz 4 hours ago Flag

    It looks like those RAI 70 strike calls are crossing close to the ask, so someone is buying them. So either an RAI short is locking in profits or someone is betting long. I'm guessing it's the former... probably a big player who started a short position when the stock recently peaked at 76. Still seems strange to me that there's no action on LO... there's even weeklies to play it... and LO will surely take a hit at least as big as RAI if the deal falls through... I guess the premiums are just too high... bid/ask spread is wide enough to drive a bus through.

  • Reply to

    FTC Staff kill deal

    by kemosabereturns 7 hours ago
    blackoutbuzz blackoutbuzz 4 hours ago Flag

    If that's true, why aren't traders buying shiatloads of short-dated puts on LO?

  • Reply to

    FTC Staff kill deal

    by kemosabereturns 7 hours ago
    blackoutbuzz blackoutbuzz 5 hours ago Flag

    How reliable is the NY Post on business news anyway? Isn't that paper like the Fox news of the TV world?

  • Reply to

    LO getting

    by notsoobviousman1 Mar 30, 2015 9:46 AM
    blackoutbuzz blackoutbuzz 5 hours ago Flag

    And yet virtually NO options traded on LO as I check right now. There's big action on the front month 70 strike for RAI, but that's all so far. Seems very strange.

    Hey notso, if the deal falls through are you looking to buy RAI or LO shares on a pullback?

  • Reply to

    Again market has spoken ...

    by tvtran168 Mar 25, 2015 2:28 PM
    blackoutbuzz blackoutbuzz 5 hours ago Flag

    seriously... you think I didn't? please tell me what you so much like about their recent cashflow statement then

  • blackoutbuzz blackoutbuzz 15 hours ago Flag

    I agree with the analyst. This is just fear and volatility kicking in with the news that a decision is very near now. If the merger does fall through, I expect RAI to recover fairly quickly from any drop, since BTI will likely make a move to eventually acquire the 60% of the company they don't already own. LO would take longer to recover, since the blu ecig sales is sputtering.

  • blackoutbuzz blackoutbuzz 15 hours ago Flag

    Never mind... I see what they're posting now.... The forexpros numbers are "Industrial production" vs what I was looking at was "Index of all industry production"

  • blackoutbuzz blackoutbuzz 15 hours ago Flag

    Industrial Production (YoY) (Feb) -4.7% -1.5% 1.7%
    Industrial Production (MoM) (Feb) 2.6% 0.4% -3.8

    Yeah I saw that but I it appears the site is posting numbers that don't match those straight from the Korea horse's mouth. The index numbers are all over 100 too (100=2010 reference). Also, I believe the way the lunar year lined up is different so Jan & Feb is tricky to compare anyway.

  • blackoutbuzz blackoutbuzz 16 hours ago Flag

    That's not what Statistics Korea report shows...

    1. Production Trend
    ㅇ The Index of all industry production in February increased by 2.5 percent from the previous month.
    ㅇ The Index of all industry production in February increased by 0.8 percent from the same period of the previous year.

  • Reply to

    Is 2015 the year?

    by blackoutbuzz Mar 12, 2015 5:01 PM
    blackoutbuzz blackoutbuzz 17 hours ago Flag

    Maybe not. Spot nickel trading at $5.66/lb. I can only imagine where prices would be if Malaysia had not instituted the ban on ore exports. Brutal, simply brutal. At least LME stocks are not increasing. If prices keep dropping I may have to consider selling part of my NILSY holding... I can't see how low prices won't affect NILSY at some point

    @@@@AAP MARCH 31, 2015 8:39AM NICKEL has hit its lowest price in nearly six years on worries over faltering demand for stainless steel and record inventories, while copper recovered part of Friday's loss of nearly two per cent. LONDON Metal Exchange (LME) nickel ended down 3.1 per cent at $US12,880 a tonne, extending Friday's 2.9 per cent fall. The metal used widely in the manufacture of stainless steel had earlier dropped to $US12,795 a tonne, its lowest level since May 2009. This was despite the LME announcing that it had withdrawn its proposal to stop issuing nickel warrants or ownership titles in Malaysia after government reassurances that its new tax reforms will not affect metal stored in the country. Investors had been worried that the new tax might push nickel out of Malaysian warehouses and on to the market, but continued to bet the metal lower even after the LME announcement. Malaysia stores about 210,000 tonnes of nickel, or almost half
    of the LME's inventories, which the latest stocks report pegged at 435,048 tonnes - a record high.
    "Everything is pointing to a very soft physical market in nickel as there are no supply-side problems or issues to help it," said Robin Bhar, analyst at Societe Generale in London. Demand for nickel pig iron in China did not pick up as strongly as expected after the Lunar New Year holidays, industry sources said last week, with stainless steel producers set for lower exports in the face of tariff barriers. "Until we see evidence of a sustained pick-up in Chinese industrial activity, we think there's very little upside," said Joel Crane, an analyst with Morgan Stanley in Melbourne

  • Suezmaxs sold at $60M per ship. I guess DRYS is just swimming in too much debt.

    @@@@ATHENS, GREECE--(Marketwired - Mar 30, 2015) - DryShips Inc. (NASDAQ: DRYS) (the "Company" or "DryShips"), a global provider of marine transportation services for drybulk and petroleum cargoes, and through its majority owned subsidiary, Ocean Rig UDW Inc., of off-shore contract drilling oil services, announced today that it has entered into firm sales agreements with entities controlled by the Company's Chairman and Chief Executive Officer, George Economou, to sell its four Suezmax tankers, Vilamoura, Lipari, Petalidi and Bordeira, for an en-bloc sales price of $245 million. In addition, it has entered into agreements with entities controlled by Mr. Economou to potentially sell its six Aframax tankers, Belmar, Calida, Alicante, Mareta, Saga and Daytona. The agreements to sell the Aframax fleet are not effective until the purchaser confirms his unconditional acceptance latest by June 30, 2015. Under the terms of the firm sales agreements on the four Suezmax tankers, the purchasers will pay upfront 20% to DryShips and the balance purchase price will be due on delivery which will be between July 1, 2015 and October 31, 2015, at the Company's option. Under the terms of the agreements on the six Aframax tankers, the purchasers could potentially acquire these tankers for an en-bloc sales price of $291 million, as long as they confirm their unconditional acceptance by June 30, 2015. Other than the sales price, all other material terms and conditions of this potential transaction mirror the terms and conditions on the sale of the four Suezmax tankers, including a 20% upfront payment to DryShips.

  • Reply to

    CREE is working hard on commodity light bulbs

    by blackoutbuzz Mar 25, 2015 4:55 PM
    blackoutbuzz blackoutbuzz 22 hours ago Flag

    AYI hit a new 52wk high today. Stifel cites "favorable component cost conditions" as a plus for the firm.

    @@@@@In a report published Monday, Stifel analyst Sven Eenmaa reiterated a Buy rating on Acuity Brands, Inc. (NYSE: AYI), and raised the price target from $185.00 to $188.00. In the report, Stifel noted, "Acuity is scheduled to report its February quarter (F2Q15) results on April 1 before the market open with a conference call at 10am (dial-in: 312-470-7172). We expect a solid quarter in a broadly favorable U.S. non-residential construction (ex-oil and gas) environment, which provides tailwinds for lighting spend and LED lighting adoption under favorable component cost conditions. While the tough February weather in the Northeast and Midwest could have potentially affected the timing of some of the work, it is unclear to us whether there is material impact on Acuity, which in any case will be temporary in our view. We see the current construction cycle momentum supporting our above consensus estimates for F2H15, and we are modestly raising our FY16/FY17 estimates that lead us to raise our target price from $185 to $188."

  • blackoutbuzz by blackoutbuzz Mar 30, 2015 2:44 PM Flag

    If the RAI-LO merger falls through, you can bet your booty BTI will sweep in and buy RAI.

  • blackoutbuzz by blackoutbuzz Mar 30, 2015 1:28 PM Flag

    Yes you read that right... not oil futures, oil storage futures. Are there futures on pristine water yet?

    @@@@As U.S. crude oil stockpiles soar, CME Group Inc. has come up with an innovative way for energy producers to reserve space in storage facilities. The ability to trade oil futures contracts has been around since 1983, but on Monday, the first ever oil-storage futures contract goes live. One contract bestows upon its holder the right, but not the obligation, to store 1,000 barrels of crude oil in caverns or above-ground tanks in Louisiana.

  • blackoutbuzz blackoutbuzz Mar 30, 2015 1:09 PM Flag

    Delusion is the idea that economies will never grow again.

  • Reply to

    HXL favorite long position

    by rexyrexrode Mar 25, 2015 9:23 AM
    blackoutbuzz blackoutbuzz Mar 30, 2015 12:55 PM Flag

    Do you think this company could be involved in a merger or buyout? Seems like there could be some synergies in such a move. CYT looks like it may be a good fit. Or maybe one of the materials and chemicals makers like DOW or MMM could use HXL to expand their automotive biz in addition to gaining a strong entry point into aerospace?

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