lets face it if UAN came out with statements such as we are looking for strategic alternatives then surely we would have the same type of reaction RNF has been getting. UAN is more likely an acquirer than an acquireeand as such for a while we'll have to be satisfied for riding the recent range of mid 12's to mid 14's
Not a problem with the nice distributions
I do the same thing but started buying (my first 1/3rd at over $21 bucks added a larger buy around 17 and the last at around 15 so was then fully loaded...but could not resist so added 2 more positions at 9.15 and about 9 so wound up with 5 positions then added some more yesterday about half of another position. Counting them up have5 and a half positions. I think they have a 5,000,000 deductible for plant explosions and I am pretty sure they'd have loss of income which includes net profit so you might not be too hurt.
I have several other closed profitable "trades" in UAN so even though bought high in the 20's not feeling bad at all.
sounds like you can continue buying for a while. I am already out of proportion with my UAN, now about 15% of my portfolio, that concerns me yet I actually bought a little more today
what we thought
Refining margins have significantly improved since mid-January," Lipinski continued. "In addition, our refineries have operated well year to date."
wonder how they'll fare with oil now getting hit again
I saw that cvrr had a 5,000,000 deductible so Exxon probably has at least 10,000,000...thankfully only 4 minor injuries. Should be good for other refiners in picking up the slack. After hours trade is up
there were over 11,000 of the $6 feb puts bought most well under the .22 cost now...so whoever bought them is guessing there will be substantial bad news come report day, he better be guessing because if something was leaked then Mr Smiley face CEO has even more problems
well that is not what the UAN links show and this is a copy paste from the issue of 1-26
Zacks Rank #5 Additions for Monday - Tale of the Tape
By Zacks Equity Research January 26, 2015 9:30 AM
Zacks Rank #5 Additions for Thursday - Tale of the Tape Zacks
Zacks Rank #5 Additions for Wednesday - Tale of the Tape Zacks
Zacks Rank #1 Additions for Tuesday - Tale of the Tape Zacks
Look Back to Look Ahead in 2015 - Video Blog Zacks
Fairway Group Holdings Corp. (FWM) Rises: Stock Up 11.3% - Tale of the Tape Zacks
Here are 5 stocks added to the Zacks Rank #5 (Strong Sell) List today:
Cenveo, Inc. ( CVO )
Coca-Cola Enterprises Inc ( CCE )
CVR Partners LP (UAN ) STRONG SELL
So not only are they bad at their forecasting but they issue different forecasts on the same stock on apparently the same day
that's good as it reduces the glut. Maybe some of the hoarding farmers are unloading. Now they'll need some lousy February weather
apparently an analyst has reduced his earnings estimates for the current quarter and for the next year too.
The note reads as follows
one analyst has dropped his estimates for the current quarter, current year, and next year. The result has dropped our Zacks Consensus from 69 cents to 52 cents for the current quarter, and dropped the current year from $4.26 to $3.50. Next year’s numbers were affected as well, dropping from $3.42 down to $2.99.
So they'll be making over $3 this year and about $3 next year and their pps is a little over $14 a share ?
That's $6 in 2 years and you'd pay $14 and in 10 years at that rate you'll make $30 in earnings.
Seems pretty good to me.
ergo strong buy !!
Sentiment: Strong Buy
how can you tell what cash value is if these stupo's don't even know how to reserve for losses. The reserves need to be accurate before you can determine either cash value or book value.
Also you'll need to enter a debit for stupid management. Why for example is it taking them so long to tweak the reserves of something they have been selling for years. That should have been done by now so the market is very suspicious. I am too, a shareholder who would normally add but is reluctant while they play with the numbers
we're most down for 2nd day in a row in the refiners
No. Ticker Company Sector Industry Country Market Cap P/E Price Change Volume
1 CVRR CVR Refining, LP -7.18% 1,841,933
2 NTI Northern Tier Energy LP -7.13% 1,179,015
3 IOC InterOil Corporation -7.08% 1,648,225
4 ALDW Alon USA Partners, LP -6.15% 413,279
5 MPC Marathon Petroleum -3.99% 7,131,638
6 AE Adams Resources & c. -3.89% 14,809
7 PARR Par Petroleum -3.53% 49,302
8 HFC HollyFrontier -3.41% 5,973,514
9 PSX Phillips 66 -3.38% 11,601,662
10 VLO Valero Energy Corporation -2.37% 13,557,943
11 DK Delek US Holdings, Inc. -2.19% 1,152,554
Some entity woke up and figured they had too much CVRR
did see this so maybe buying
John R. Walter, SVP of CVR Refining, LP, appears to have filed an empty initial statement of beneficial ownership. This form is usually filed as a prelude to a company officer either receiving options or buying company shares, so there may be more to come from Walter.
read that insiders have been buying saw this on 1-10-2015
Other companies that also saw insider buying this week include Sears Holdings Corp. (NASDAQ: SHLD), ModusLink Global Solutions Inc. (NASDAQ: MLNK), A.M. Castle & Co. (NYSE: CAS), OCI Partners L.P. (NYSE: OCIP) and Cardinal Financial Corp. (NASDAQ: CNFL).
there was a bit out today about ARCP being a ripe takeover candidate
"The biggest catalyst for revived activity is today's new breed of activist investor" - Mike Kirby, chairman of Green Street Advisors.
With the latest Corvex news, I am more confident that ARCP is "ripe for a takeover", and that could include a private or public investor - or both.
If Realty Income were to acquire a large majority of ARCP's assets, I believe it would present the opportunity for continued accelerated FFO growth.
that SA piece carried a date of 1-8-2015 and seems to have a time stamp of 12:00AM Eastern