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AmeriGas Partners LP Message Board

o08o.ugh64w 67 posts  |  Last Activity: 5 hours ago Member since: May 13, 2011
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  • Reply to

    Insider purchase

    by o08o.ugh64w Sep 20, 2014 4:40 PM
    o08o.ugh64w o08o.ugh64w 5 hours ago Flag

    "To reiterate, Talcott buying $9K worth of YGYI stock is not a reliable indicator of anything"

    Clearly you spend every waking hour bashing all these stocks that you can't even keep straight what board you're posting on, what the guy's name is, or how much he purchased.

    Good job mate!

  • Reply to

    Insider purchase

    by o08o.ugh64w Sep 20, 2014 4:40 PM
    o08o.ugh64w o08o.ugh64w 6 hours ago Flag

    1. I care.
    2. Don't care.
    3. Why not? If you're going to bash someone for buying a measely $10,000 worth, I think it puts a good amount of context around it if the person doing the bashing disclosed how much he purchased relative to his own income level to be making the comment in the first place.
    4. You are calling my arguments strawman and counterproductive? And I suppose that makes your comments here over the years productive? Your personal attacks on anyone who posts here, anything that is not against the company or anything it does?

    5. I have direct evidence that proves that they signify an undervalued company/share price, at least under the circumstances which I invest in - my brokerage account/balance proves it.

    I don't need anything from you. You may gain a wider audience if you went after HLF, AVP, or TUP - there's nothing very different here. Certainly to your disliking, Amway, as a private company is in fact one of the most profitable.

    Reply to me all you like, attack anything I post or whatever I say - you will get no further replies from me.

  • Reply to

    Can somebody tell me

    by jimmyjay696 Aug 21, 2014 5:53 PM
    o08o.ugh64w o08o.ugh64w 11 hours ago Flag

    Translation: "We are suspending the dividend and will consider resuming it in the (distant) future".

  • Reply to

    This is what is really bothering me...

    by b_hesford2000 Aug 18, 2014 10:26 PM
    o08o.ugh64w o08o.ugh64w 16 hours ago Flag

    bodybag - not sure what you're looking at, but the last insider sell was in August 2012. If you are looking at the Y! Insider Transaction page, "Disposition" is not a sell - it is handing over shares already owned to cover the taxes due on new shares/options awarded.

    I'm not commenting on whether or not LF is a good investment at this time, just that your interpretation that there is a lot of insider selling is incorrect.

  • Reply to

    Insider purchase

    by o08o.ugh64w Sep 20, 2014 4:40 PM
    o08o.ugh64w o08o.ugh64w 17 hours ago Flag

    I was expecting a response from the peanut gallery saying as much, though I expected better math skills with it.


    1. Any purchase of shares by an insider is good, better than not, wouldn't you say?

    2. Chief Science Officer - the guy is not raking in the bucks like senior management, is he? Yet he thought taking $10,000 now and investing was a good move. Certainly someone lower on the totem pole has better things to do with $10,000 than invest it in a company that supposedly has no future - no?

    3. The purchase increases his holdings from 50,000 shares to 58,000 shares. How many shares do you own?

    4. You quickly brush the purchase off as meaningless, yet if he had sold you would have been screaming bloody murder over the same amount - wouldn't you?

    5. Directors have purchased significantly more up at $1.80 and higher less than a year ago.

    Lastly, go review the investor conference presentation. Forward guidance is now out there - is there any reason at this time to believe the company will not deliver on that guidance? If the company does deliver on that guidance, would you not agree the shares are undervalued today? I'm not really interested in where/when you purchased your shares, how much you are underwater today, or the pain you're going through as a result of buying your shares when you did - starting today, with shares at $1.21, are they not undervalued if the company meets their guidance?

    Company has the share buyback out there, forward PE is below 10, company is paying down debt, company is growing/expanding its reach, new products are being added, and we have the first insider purchase in almost a year. I would wager that there are more/bigger insider purchases coming, but no doubt, you'll have a negative spin on those as well.

    Tell me, what more do you want at this time? Again, when and what price you paid for your shares in the past is irrelevant to the situation/discussion.

  • o08o.ugh64w by o08o.ugh64w Sep 20, 2014 4:40 PM Flag

    Shawn Talbott, Chief Science Officer bought 8000 shares on 9/15 @ $1.25/share.

  • Reply to

    MARK ANDERSON insider sale. 90K

    by richardred1 Sep 17, 2014 9:48 AM
    o08o.ugh64w o08o.ugh64w Sep 19, 2014 5:08 AM Flag

    yes - I answered in reply to it last night on the other thread with subject INSIDER SELLING.

  • Reply to

    Insider selling:

    by valuebambino Sep 13, 2014 10:25 AM
    o08o.ugh64w o08o.ugh64w Sep 18, 2014 9:56 PM Flag

    bambino - sorry for the delay getting back to you on this.

    yes, the cash conversion cycle is obviously directly related to the inventory. Phil explained this on the conference call and indicated they are going to be on top of it to get it down...

    Philip A. Fain

    No, it’s certainly can’t be Gary. The situation that we are currently in is the – the timing between receiving an order and shifting an order based on some of the items that are backlogged in contracting for comms systems has caused our inventory to creep up a just a little bit over the end of last year, but our target is going forward is not to carry $27 million of inventory – is to bring that down rather significantly.

  • Reply to

    MARK ANDERSON insider sale. 90K

    by richardred1 Sep 17, 2014 9:48 AM
    o08o.ugh64w o08o.ugh64w Sep 17, 2014 11:23 AM Flag

    again - unaffiliated outside director, could have many reasons for selling ... the window for insider transactions was open and maybe he needed the money.

    We both know the shares are quite undervalued at this time and in the current market, it's rare that you find a company with a solid balance sheet like we have here and is a good turnaround play. Investors today simply have no patience.

    I'm going to just keep picking up small batches for as long as they want to take the shares lower. Lower basis is fine by me - I have plenty of time.

    I'm sure that there are a few good announcements in the coming months/quarters.

  • Reply to

    Insider selling:

    by valuebambino Sep 13, 2014 10:25 AM
    o08o.ugh64w o08o.ugh64w Sep 13, 2014 4:33 PM Flag

    He's an outside independent director...who knows why he may have needed the money?

    Steven M. Anderson Biography

    Brigadier General, US Army (Retired)

    Retired Brigadier General Steve Anderson is the Chief Marketing Officer and one of the principal owners of RELYANT LLC, a Service Disabled Veteran Owned Small Business based in Knoxville, Tennessee, that provides key construction, munitions response, energy technology and logistics services to US and NATO forces in the combat zone. His present focus is spearheading business development efforts in Libya, where RELYANT became the first US company with an office in Benghazi in March 2013, and he is directing complementary efforts in other locations on the African continent such as Gabon, Somalia, Rwanda and Kenya.


    Additionally, Anderson serves as a director for Ultralife Corporation...

  • Reply to

    Insider selling:

    by valuebambino Sep 13, 2014 10:25 AM
    o08o.ugh64w o08o.ugh64w Sep 13, 2014 3:29 PM Flag

    Director who only held a small number of shares to begin with.

    If Popielec, Fain, or Whitmore/Sunray sell shares I might be more interested.

  • google for the title and choose the Barron's link that begins with "online"

    "Provident has a solid balance sheet, with plenty of excess capital. In addition to dividends, the bank could use its cash for buybacks or another deal.

    The company could become an attractive takeover target. Kelley notes that in northern and central New Jersey, the number of "commercially oriented franchises" with more than $5 billion in assets is limited. In a deal, he puts the value at $21 to $22 a share."

  • o08o.ugh64w by o08o.ugh64w Sep 5, 2014 5:31 AM Flag

    Another 14,000+ shares purchased last week at prices between $4.66 and $4.79. Apparently someone made a mistake entering the transaction dates, but clearly they were last Thursday/Friday.

    He now owns over 105,000 shares.

  • After this recent share price drop, they are now undervalued. CEO has purchased shares, and other insiders are purchasing as well.

    Setting aside money for loan loss provision is standard practice for banks/financials and needs to be done every now and then. It comes out of EPS, however, should it later be determined that more than enough was set aside, when re-analyzed they will come back into EPS in a later quarter.

    At this time, shares are trading below book value - and there is no reason for that. Aside from the loan loss reserves, earnings were fine. Asset quality is strong. Earnings will be increasing going forward.

    Use this opportunity to acquire (more) shares and even more if they continue lower.

    As the Fed allows interest rates to rise, the entire banking sector is going to be getting a boost in profits. And TSC, as indicated, has much of its portfolio in variable rate loans with deposits at fixed rates. What could be better in a rising interest rate environment?

    There's very little to think about on this - shares are a buy at the current price, and a strong buy if they go lower.

  • Reply to

    Community banks being purchased for 140% TBV

    by o08o.ugh64w Aug 25, 2014 8:42 AM
    o08o.ugh64w o08o.ugh64w Aug 26, 2014 8:38 AM Flag

    I went by the tangible book value figure of $5.46 given in the July 31 presentation.

    In it, it says straight BV is $5.86, so TBV is slightly lower.

  • BYBK trading well under TBV at this time.

    140% would be up around $7.50/share.

  • Reply to

    Mortgage business expansion...

    by citnitout Aug 19, 2014 1:03 PM
    o08o.ugh64w o08o.ugh64w Aug 19, 2014 4:02 PM Flag

    Thanks - good info.

  • o08o.ugh64w by o08o.ugh64w Aug 19, 2014 3:39 PM Flag


    It's a good fit.

  • Earnings this past quarter were exceptionally strong.

    CEO bought shares two weeks ago.

    Interest rates will be going up next year, and banking profits are likewise going to go up as spreads will (finally) be increasing.

    Any price below $24 is a bargain.

    Look for $30/share again within the next 9 months.

    You'll sleep comfortably with HTLF while the market continues to be jittery.

  • Reply to

    Hovde strategy...

    by citnitout Aug 12, 2014 11:11 AM
    o08o.ugh64w o08o.ugh64w Aug 18, 2014 1:14 PM Flag


    I guess I need to acquire a significant ownership position so that if/when there is a 1 for 10,000 reverse split, I still own 1.0 or more shares.

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