All of the bears need to go out and take a mortgage on your house and take the short bet by all means. Bear, you have been pretty smart up to now. I'm stubbornly long.
PWE has negotiated relaxation of covenants. Is there something else in your message, I don't know?
The new management and BOD are doing a nice job righting the ship. Now if they just tell all of those lawyers they get a big fat ZERO for a $.03c/share accounting mistake!
Cutting a price target by 50% in two weeks with pretty decent operating metrics? Makes about as much as since as Zacks weekly ratings changes. These guys are charlatans.
Bankers have them running ever faster on a treadmill but they can't keep up chasing debt/ebitda ratios and other covenants. Its stupidity or insanity...die a fast death or a slow one. NRP dcf is triple the dividend at nearly a 15% yield. Oil & natty gas won't stay low forever.
its on the mat, coughing and kicking a little but one giant gorilla is nat gas prices. I don't think they will always be under $3 but the market assumes so.
says more about them than the ones they attempt to insult. In fact, they know very little if anything about the person or the actual merits of an investment. Instead, most of them are derivative traders who somehow mistakenly believe flooding these forums with negative vitriol influences markets. Read carefully based upon he merits of thoughts and ideas about the investment itself. Those who use hyperbole usually have little to say.
And SIR has some compelling lease numbers as to its long term reliability. I'm not one of those Portnoy Complaints.
They are gamblers playing the lottery. Most of them have little to their name but are going to hit it big some day.
Lots of derivative trading going on as well...lots of income derived from the derivatives. Corvex is a money machine for lots of folks.
Someone will get lots of fees if there is a hostile takeover. Its another EQC in the making. After they get the price down enough, Corvex will either buy or derivative their way into significant ownership(see ARCP) or either try a takeover or someone on the BOD.
stable, growing cash flow, dividend well covered and this negative board only talks about how many shares owned by whom or what? Affiliate and insider shares are owned by every company.
Sentiment: Strong Buy
I'm anxious to read about the Corvex excuses. Why have all the common dividends when they were once paid? Cash flows because of property sales will decline dramatically...but hey, they are selling you hope while they keep the cash.
Sentiment: Strong Sell
Why wouldn't a stock with nearly 10% dividend, stable toward rising cash flows with ample affo coverage of about 40% above the dividend(far better than most reits) be liked by Morgan Stanley? The financial community doesn't want people thinking they can get a nice income for a $8 trade. With that, why would you need them? And Just because they read "Portnoy's Complaint" they think all Portnoys are bad.
The RMR is often cited for its organizational "conflict of interest", whatever that means. I define conflict of interest when the management of a company wants to keep most of the cash and pays little or no dividend.
Sentiment: Strong Buy
China Met comes from Mongolia at about $45/ton according to article I read recently. I think that is one of the things happening to commodities generally...bilateral trade agreements have supplanted the traditional global marketplace and prices.