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The Blackstone Group L.P. Message Board

mrclean82400 20 posts  |  Last Activity: Sep 9, 2014 12:49 PM Member since: Dec 3, 2001
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  • mrclean82400 by mrclean82400 Sep 9, 2014 12:49 PM Flag

    I know I should know this, but what company has a robust auto related steel business? I was reading in the last Forbes about all the auto manufacturing moving into Mexico. I thought GGB had some Mexican production. Heck, they have some India, US etc. and I thought pretty good diversity. The stock has still been my death. Anyhow, I hope the activity in Mexico will help in the future. All I have now is hope that things can't get worse. I know that is a bad foundation for an investment!

  • Reply to

    Buy back

    by mrclean82400 Aug 19, 2014 5:22 PM
    mrclean82400 mrclean82400 Sep 5, 2014 3:00 PM Flag

    Hmm. You are correct in that. I may have to rethink my opposition. But I still want to see dividends increasing which IBM has done apparently. Thank you for that. I had Buffet's words in my mind and I don't think the Oracle is that keen but I guess it works out. So, when do you think we see that IBM stellar rise in Subsea? Is there a blockout until the meeting next Friday in that they can't start buying yet? Or is there some bad news on the horizon?

  • mrclean82400 by mrclean82400 Sep 2, 2014 2:35 PM Flag

    Is the stock a buy? What is going on. The chairman owns 20% so he is feeling the pain like the rest of us. I did buy some more today because some dividends came in. Let's just hope they do a good Wall Street pony show after the buyback is complete and they get some orders in US water.

  • mrclean82400 by mrclean82400 Aug 28, 2014 4:49 PM Flag

    Every time this thing starts moving up it gets slammed. Rising costs it gets slammed. Lower costs it gets slammed. I read where Chile is bailing on its policies that allowed it to prosper. It is hopeless I fear. Is there anything to hope from new leadership in India?

  • mrclean82400 by mrclean82400 Aug 19, 2014 5:22 PM Flag

    Has anyone ever seen a buy back that worked well for the shareholders? I don't think I have. They should just have a quarterly dividend that increases every quarter. I think that would result in a better price in my humble opinion.

  • Reply to

    Highest Occupancy

    by mrclean82400 Jul 28, 2014 1:16 PM
    mrclean82400 mrclean82400 Aug 14, 2014 1:08 PM Flag

    Another robust report from Smith Travel.

  • mrclean82400 by mrclean82400 Aug 12, 2014 2:16 PM Flag

    It is interesting that in the CC they said that AC or something physical was the number one complaint at Park Plaza. If you read the comments on Trip Advisor it seems to be the surly staff that really ticks people off.

  • Reply to

    Results for the Q2 - Very good

    by indianopub Jul 31, 2014 9:05 AM
    mrclean82400 mrclean82400 Aug 8, 2014 8:08 PM Flag

    My theory for why subsea 7 is where it is at is because Technip sold off because of Russian issues. Subsea does not have that problem and therefore it could be a great buy. Granted they do need to ink a big contract soon to build more backlog.

  • Reply to

    Results for the Q2 - Very good

    by indianopub Jul 31, 2014 9:05 AM
    mrclean82400 mrclean82400 Aug 8, 2014 2:37 PM Flag

    They had a project that because of all of the hassles of doing business in Brazil drove a loss of over $300 Million dollars. OSLO, June 27 (Reuters) - Offshore engineering group Subsea 7 has taken a hit on one of its biggest projects, blaming difficulties in doing business in Brazil and adding to concerns over an already-shaky oil services sector.

    The Oslo-listed firm on Thursday cut its 2013 outlook as it once again ran into cost overruns and delays at a large Petrobras subsea project offshore Brazil, sending its shares down 19 percent.

  • Reply to

    Divid

    by imjoel00 Aug 1, 2014 10:28 AM
    mrclean82400 mrclean82400 Aug 1, 2014 3:26 PM Flag

    Agree. I like the price it is reinvesting at.

  • Reply to

    Highest Occupancy

    by mrclean82400 Jul 28, 2014 1:16 PM
    mrclean82400 mrclean82400 Aug 1, 2014 3:23 PM Flag

    But hopefully group will make a robust return going forward. 5. June group demand was strong Group demand in June grew 4%, but transient demand only increased 1.7%—the second lowest rate this year. In absolute terms, that means the hotel industry sold 1.5 million more group rooms this June than in June 2013. The continued strong group demand pushed the 12-month-moving-average growth rate to 1.8% with strong upward momentum. -

  • Reply to

    Results for the Q2 - Very good

    by indianopub Jul 31, 2014 9:05 AM
    mrclean82400 mrclean82400 Aug 1, 2014 12:57 PM Flag

    I expected a rally as the results settled in. I had been wanting to unload what I had left when it was I the twenties. But now I agree. It was one of the few stocks that are a strong buy. If only that Brazil project did not blow up on us.

  • Reply to

    Highest Occupancy

    by mrclean82400 Jul 28, 2014 1:16 PM
    mrclean82400 mrclean82400 Jul 30, 2014 3:59 PM Flag

    The details of that Smith Travel report indicate Luxury is off a bit.

  • mrclean82400 by mrclean82400 Jul 28, 2014 1:16 PM Flag

    Let's hope it is onward and upward from here.

    The strength of United States hotel performance has been well documented in recent years and months. After a historic financial crash pulled the rug out from under the industry in 2009, demand has returned—albeit slowly in some markets—propelling fundamentals to their high watermarks.

    Just how good is the current state of demand? Take a bite of this juicy nugget: June occupancy of 71.7% is the highest of any June this century.

    The above factoid was culled by Jan Freitag, senior VP of global development for STR and our resident hotel data aficionado. Jan’s also a master of context, explaining this milestone another way: The average occupancy for U.S. hotels is now higher than the previous peak recorded in June 2007 (71.1%).

  • Reply to

    High Volume On No News

    by peterzaabel Jun 21, 2014 10:05 AM
    mrclean82400 mrclean82400 Jul 8, 2014 6:34 PM Flag

    Hit 12 today. I wonder why.

  • mrclean82400 by mrclean82400 Jun 29, 2014 8:28 PM Flag

    It is going to take years to get to investment grade. I hope it is worth it. GROWING UNENCUMBERED ASSET POOL

    AIMCO has recently shifted its strategy to maintain and grow a modest pool of unencumbered assets via the repayment of maturing mortgage debt. The pro forma unencumbered pool is comprised of 10 properties with $572 million of gross asset value. The pool would need to grow to at least $600 million (based on a stressed 8% capitalization rate) and have comparable asset quality to AIMCO's encumbered pool for Fitch to consider an investment grade rating. Fitch's stressed valuation on the pool is currently $361 million, an improvement from $220 million year-over-

  • Reply to

    Ackman

    by mrclean82400 Jun 8, 2014 12:36 PM
    mrclean82400 mrclean82400 Jun 27, 2014 2:31 PM Flag

    I finally looked up the Ackman trade. It was preferred stock. That sucks. The article should have said that. Or maybe I read it too fast.

  • Reply to

    High Volume On No News

    by peterzaabel Jun 21, 2014 10:05 AM
    mrclean82400 mrclean82400 Jun 21, 2014 1:05 PM Flag

    I have searched and nothing. No option activity. I had been thinking of selling calls but not much of a market that I can tell.

  • Reply to

    Very heavy volume above 7 million BEE 10.38

    by carolyn_novice Apr 2, 2014 11:41 PM
    mrclean82400 mrclean82400 Jun 20, 2014 4:07 PM Flag

    Another large volume day. Nice. Whatever if means.

  • mrclean82400 by mrclean82400 Jun 20, 2014 2:06 PM Flag

    Hmm. Looks like a nice hotel.

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