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Spyglass Resources Corp. Message Board

blackoutbuzz 742 posts  |  Last Activity: 2 minutes 6 seconds ago Member since: Apr 26, 2001
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  • Reply to

    Dear TSB:

    by smokedlobster Aug 26, 2014 1:52 PM
    blackoutbuzz blackoutbuzz 2 minutes 6 seconds ago Flag

    It's not as simple as that, and I think he's referring to long-haul trucking since intermodal is geared at replacing long-haul transport. I did some searching for trucking stats with a breakdown in long vs. short haul trucking volumes but came up empty handed. If short-haul truck traffic is growing, then either total transport volume is growing or that intermodal+shorthaul is displacing long-haul or both. I don;t expect intermodal to fall except if the economy goes into recession.

  • Reply to

    Is the deal off?

    by blackoutbuzz Aug 12, 2014 11:02 AM
    blackoutbuzz blackoutbuzz 17 minutes ago Flag

    I'm sticking it out. I still think a deal will be announced before end of the year. I am holding Jan expiry call options... not adding to my position though.

  • In this case, I'd think DEO should benefit also.

    @@@@@French spirits maker Pernod Ricard SA ( PERNOD RICARD) has forecast a recovery in sales in its second-biggest market China, dogged for years by a clampdown on the purchase of expensive gifts such as whisky and cognac, helping send its shares to a 10-month high. The world's second-biggest spirits group behind Britain's Diageo Plc ( Diageo plc) said on Thursday it expected sales to gradually improve this year, notably in China, offsetting slow growth in its top market the United States.

  • blackoutbuzz by blackoutbuzz 48 minutes ago Flag

    I wonder if NSRGY will be aggressive at these levels or wait for a possible correction

    @@@@@Release date- 22082014 - Nestle's new share buy-back programme will get underway on August 25, 2014. The CHF 8 billion share buy-back programme, announced on August 7, 2014 will continue into 2015. The buy-back is subject to market conditions and strategic opportunities.

  • blackoutbuzz by blackoutbuzz 57 minutes ago Flag

    I think the CEO is ill-advised to participate in any conference that is labeled with the word 'school', even if it has nothing directly to do with school.

    @@@@Advisory: RAI to webcast CEO's participation at Barclays Back-To-School Consumer Conference

  • blackoutbuzz blackoutbuzz 1 hour 34 minutes ago Flag

    I suspect the fact that the nickel ore type there is unproven in volume smelting production will make this asset difficult to sell, even in the current market of rising nickel prices. There is other lower hanging fruit out there. CLF will have to settle for a low offer.... oh wait... the CEO says he will not entertain lowball offers for assets...

  • Reply to

    What a loser

    by stephanecaron Aug 26, 2014 6:40 PM
    blackoutbuzz blackoutbuzz 15 hours ago Flag

    Yes, and it's interesting that energy infrastructure companies including ENB, TRP, IPL.TO, and PPL.TO have greatly outperformed tarsands oil producers like SU and COS.TO. Fortunately, SU is only a minor component of my energy holdings.

  • blackoutbuzz blackoutbuzz 16 hours ago Flag

    A golden cross is always nice to see but the highly erratic behavior of this stock suggests it isn't very amenable to TA. It would be more convincing if there was consistent;y higher than average volume along with this push upwards.

  • blackoutbuzz by blackoutbuzz 21 hours ago Flag

    TRP stock price has been on real tear since breaking out above 52 on strong volume back in early July. I reduced my position yesterday (not my core stock holding just some leaps call options). It looks like the stock is going to continue to run up. I suppose the comments in Barron's are helping.

    @@@@@@TransCanada (NYSE: TRP) is positive early Monday following a mention in Barron's over the weekend. Barron's suspects shares could move from $51 up through $69 over the next few years. Many investors have been focused on the ever-delayed Keystone XL pipeline, which will bring crude from Alberta, Canada, to the U.Sk., but one of the company's overlooked assets is its $30 billion backlog. Shares go for about 23 times FY14 post-tax profit -- rich compared with segment peers -- and yield is 3.4 percent, versus an average 5.0 percent for U.S. MLPs. However, management sees EBITDA doubling over the next decade which using 2013 as a base. The stock goes for around 12 times FY15 EBITDA estimates, compared with 16 times for a name like Kinder Morgan (NYSE: KMI). Another appealing aspect is the potential for larger dividends. While TransCanada's yield is at 3.4 percent, the company only pays out about one-third of its cash flow, versus U.S. MLPs dishing out the vast majority to investors. Some market watchers also see the potential for an activist investor to push TransCanada for a larger dividend or to spin pipeline and power-generation assets. TransCanada is working on the $11 billion Energy East project, its largest capital expenditure. That will convert about 1,850 million of unused gas pipeline to transport crude. TransCanada also holds a controlling interest in TC PipeLines (NYSE: TCP), which yields 6 percent and hasn't been active lately due to light analyst coverage and relatively slow growth versus MLP peers. The company plans to 'drop down' certain U.S. pipeline assets to TC PipeLines in the coming years.

  • Reply to

    VMWorld

    by blackoutbuzz Aug 26, 2014 11:26 AM
    blackoutbuzz blackoutbuzz 23 hours ago Flag

    This 'crash' is less than a week old. Earnings was a few weeks ago. Did they change guidance from that time?

  • Reply to

    Well, they spent some money today...

    by davebugs Aug 26, 2014 11:19 PM
    blackoutbuzz blackoutbuzz 23 hours ago Flag

    Oops,... I meant crash into the mid-upper 30's. Clearly it did hit the 52 week low, but it certainly did not drop into the 30's on the last quarter results and guidance (as I believe you had suggested it would, and are suggesting again this time around). Anyway, it's becoming obvious the market wants accelerating growth to justify higher PE's.

  • Reply to

    What to do with a billion dollars

    by blackoutbuzz Aug 27, 2014 11:22 AM
    blackoutbuzz blackoutbuzz 23 hours ago Flag

    I saw no reference to lower margins in external LED sales... they're claiming they can't deliver on some short lead time external sales opportunities due to capacity limitations...

  • blackoutbuzz by blackoutbuzz 23 hours ago Flag

    If high power is where CREE has superiority then shouldn't they focus all their efforts in that space? Why push into consumer light bulbs instead of driving growth exclusively in commercial lighting? Why not focus on developing international partnerships and branding to dominate high power (outdoor) commercial lighting WORLDWIDE.

    From the CC: I think that over time we will see growth both in high power and mid power. And frankly, our focus is on the high power side because that's where we add the value

  • blackoutbuzz by blackoutbuzz Aug 27, 2014 11:27 AM Flag

    This is a key deliverable along with accelerating top-line growth. Will CREE deliver?

    From the CC: if I look at the business year-over-year, our target or goal for the year is to actually increase operating leverage and operating margin percentage for the year.

  • Let's see, one excuse for the weak LED sales was because of fabs running at close to capacity. In that case, why no news about fab expansion? You can't capture sales if you can't produce enough product. If additional external chip demand doesn't materialize, internal lighting growth should quickly fill the gap, or does CREE not see internal growth sufficient to take the risk? Maybe the future isn't so bright after all...

    From the CC: at the high utilization rates that our factories are running because we have to keep in mind that our internal lighting demand has been going up. That high utilization limits our ability to react to some of the short lead time business in LED.

  • Reply to

    Well, they spent some money today...

    by davebugs Aug 26, 2014 11:19 PM
    blackoutbuzz blackoutbuzz Aug 27, 2014 11:09 AM Flag

    CREE forecast is basically to spend roughly their earnings on capex. So what about the big pile of money currently in the bank... that money has to go to work to accelerate growth not just continue to collect dust.

    From the CC-----For fiscal 2015 we're targeting property, plant and equipment spending to be similar to fiscal 2014 at $200 million plus or minus to support our new product priorities, provide incremental capacity and add infrastructure to support longer term forecasted growth.

  • Reply to

    Well, they spent some money today...

    by davebugs Aug 26, 2014 11:19 PM
    blackoutbuzz blackoutbuzz Aug 27, 2014 10:56 AM Flag

    No offense, but I believe you said the same thing last quarter.. ie. if they miss or guide down a new 52 week low will result Well it certainly dropped, but it did not crash to a 52 week low.

  • Reply to

    Well, they spent some money today...

    by davebugs Aug 26, 2014 11:19 PM
    blackoutbuzz blackoutbuzz Aug 27, 2014 10:53 AM Flag

    The Market appears to be saying "Don't just spend money pointlessly, show me you can make it grow".

    I don't have a problem with buybacks, but only if it steadily reduces the shares outstanding. Buybacks are useless to shareholders if all it does is offset share-based compensation. In that case, it's better spent on growth initiatives, whether through acquisition or internal expansion. I don't see any news on either front. Stock price stagnation will be the norm here until CREE delivers accelerating growth.

  • blackoutbuzz by blackoutbuzz Aug 26, 2014 11:26 AM Flag

    So the stock tanks as VMWorld kicks off. Yeah that makes sense....

  • Reply to

    Bond yields plunging again...hee hee

    by pope_puderectus Aug 26, 2014 9:20 AM
    blackoutbuzz blackoutbuzz Aug 26, 2014 10:17 AM Flag

    Nice try to avoid the question...I repeat... Have you missed the rally THIS YEAR in stocks? Ask yourself why you missed it.

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