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Rentech Nitrogen Partners, L.P. Message Board

cohen_hs 15 posts  |  Last Activity: Jan 27, 2015 9:40 PM Member since: Apr 5, 2000
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  • Reply to

    ILMN PE is insaine

    by dkw41126 Jan 27, 2015 3:54 PM
    cohen_hs cohen_hs Jan 27, 2015 9:40 PM Flag

    Every big company starts as small company. Do you think Google, Facebook, Microsoft, Yahoo, Netflix had reasonable P/E ratios during their first few years doing business. Please take your money and go invest in utilities or telecom companies with their low P/Es and I will stick with game changing high growth companies like this one. If you can't stand the heat, get out of the kitchen.

  • Reply to

    ILMN PE is insaine

    by dkw41126 Jan 27, 2015 3:54 PM
    cohen_hs cohen_hs Jan 27, 2015 4:46 PM Flag

    P/E matters for a stable company, but you can't use P/E to value a stock that has year or year growth of 90% like ILMN reported this quarter. Once it matures a little, then start using measures like P/E. By your logic, a start up that is losing money, but is growing revenue hands over fist, would be worth zero because it had no earnings. The value of any company is based on what people expect the company to make in the long run, not next quarter.

  • cohen_hs cohen_hs Jan 26, 2015 1:38 PM Flag

    I guess you don't follow the news much for this company. First, the guard rail study done by the not impartial former royalty collecting engineer hired by the plaintiff, has been completely discredited by 4 (count'em 4) impartial engineering experts. Second, the re-testing for the NHSA so far has been 100% perfect. Third, most legal experts expected the faulty jury verdict to be overturned even before this new evidence. There was no fraudulent reimbursement for the guardrails from the feds because the guardrails had an unbroken chain of certification by the fed, this from the feds themselves. The idiot that brought the lawsuit, on behalf of the feds (feds were not a party to the suit) lost his business when Trinity successfully sued him for manufacturing and selling copies of their guardrails. He is just a sore loser and they will never have to pay this verdict.

  • Reply to

    Guardrail tests

    by thedanahers Jan 12, 2015 11:49 AM
    cohen_hs cohen_hs Jan 12, 2015 3:16 PM Flag

    The Bloomberg article was poorly written but is actually details the faulty methodology of the initial study written by the plaintiff's expert witness. The article switches from talking about the review of the study to the study itself and at one point refers to the study as a review but uniformly states that all four authors of the review dismiss the plaintiff's study as flawed by form and therefore by conclusion.

  • cohen_hs cohen_hs Jan 12, 2015 3:02 PM Flag

    Unfortunately, the elephant in the room is sub $50 per barrel oil which has a bigger impact on their main businesses. Oil will eventually recover, and when it does, there will no longer be the threat of lawsuits hanging over the guard rail,business. So the debunking of the faulty guard rail study, combined with perfect results from the first half of the re-testing of their guard rails under the watchful eyes of the FHWA will be be long term positive news events for Trinity.

  • A study linking deadly highway crashes to a Trinity Industries Inc. (TRN) guardrail system was found to have fundamental flaws by independent reviewers brought in after states banned the safety devices.

    The independent review made public today questions the validity of that study, faulting its methodology and its conclusions, which were called “inappropriate” and “questionable.”

    The review of the study comes as lawmakers press the Federal Highway Administration, which vets the safety of highway devices, for more stringent crash testing of the Trinity device. About 200,000 ET-Plus systems are installed in the U.S., the agency has said.

    Last month, the federal agency made a public call for information on accidents involving Trinity’s ET-Plus guardrail system, which lawsuits have tied to at least eight deaths. Crash survivors have claimed that the ET-Plus can lock up when hit, piercing cars instead of giving way as intended.

    The review consists of four separate reports, each written by an engineering professor without ties to the guardrail industry, according to the FHWA. All four reviewers said the study didn’t account for key variables that could affect the crashworthiness of a guardrail system, such as the nearby traffic volume, speed limit and other road conditions.

  • Reply to

    what happened now?

    by mcannon119 Dec 29, 2014 1:00 PM
    cohen_hs cohen_hs Dec 29, 2014 3:45 PM Flag

    Why would a Co. build new plant when they could have purchased CVR partners and got their plant for a huge discount vs. building a new plant? Margins on fertilizer are very bad, so it puzzles me that a company would choose this time to spend $2B to enter this market. What am I missing?

  • Reply to

    Down almost 20% in two days.

    by cohen_hs Dec 23, 2014 10:25 AM
    cohen_hs cohen_hs Dec 23, 2014 10:28 AM Flag

    No, it is cash position so I'm holding for hopefully a spring turn around.

  • This is by far my biggest position so thus drop is a big hit to my account value. Hopefully, GILD will recover over the next few months.

  • How can Express Scripts dictate to doctors what they can prescribe? The doctors are the ones on the hook for malpractice if something goes wrong. So if patients don't get cured or suffer huge side effects, is the doctor off the hook since he had originally prescribed Harvoni? IMHO, this only makes sense if the drugs were equivalent in efficacy and side effects. Abbvie HCV drugs are not as effective for the majority lf the HCV genotypes. This was a bad day for GLD longs and patients with HCV.

  • Reply to

    $8 coming?

    by cohen_hs Dec 16, 2014 3:24 PM
    cohen_hs cohen_hs Dec 16, 2014 3:45 PM Flag

    Please explain why you think this stock will drop another 40%.

  • cohen_hs by cohen_hs Dec 16, 2014 3:24 PM Flag

    I've got 12,000 shares of this POS. I feel $8 is a safe floor. I'd considering adding more to price average down my holdings at $8 without much downside risk. Thoughts?

  • How soon will Harvoni be available for sale in the EU?

  • Reply to

    Nice piece just hit from ZACKS !!!!!!!!

    by hymanroz Nov 11, 2014 4:17 PM
    cohen_hs cohen_hs Nov 11, 2014 8:34 PM Flag

    Never never follow Zacks. Yesterday Zacks issued a strong buy on Dendreon indicating potential large earnings beat at 5:00 am, a full five hours AFTER Dendreon had filed for bankruptcy at 1:00 am. It would have been funny if it had not been so tragic.

  • Reply to

    Patience folks!

    by cohen_hs Aug 21, 2014 3:41 PM
    cohen_hs cohen_hs Nov 3, 2014 8:40 AM Flag

    If you came back in at 13.80, you did in fact make a very profitable move. I told you patience would pay off here.

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