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Cabot Oil & Gas Corporation Message Board

peepill 15 posts  |  Last Activity: 8 hours ago Member since: Aug 18, 2005
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  • Tangible Book of $14. Dividend disclosed in NE paperwork re spinoff ot $0.90. Solid contracts through 2017.
    There is a lot cow/dog chips in this package and I am wondering if there really is a pony hidden there or if we longs have been taken for a professional ride to hell? SOMETHING IS WRONG with this POS that is and has not been disclosed. I can't believe there are not class action attorneys circling like buzzards.

    Sentiment: Hold

  • Reply to

    TheStreet rates a Buy Zacks rates a sell

    by jimcalp88 Aug 25, 2014 11:11 AM
    peepill peepill Aug 25, 2014 4:03 PM Flag

    I have been in and out of UAN from the early days. Overall, it has been a major disappointment for me. Management reacts like they have a sharp stick up their Icahanic #$%$ and can NOT get out of their own way. There seems to be an oversupply of corn and farmers are not expanding their planting this year, which creates the shark like discounting by competitors. I truly believed in the UAN system; but, they always have a simple break down or some other unanticipated (by stockholders) event, which management is slow to disclose.
    I would be a holder here...but I wouldn't add to a position or "dollar cost average" unless it's to take a tax loss by doubling up for 31 days and dumping the original shares. Just my experience...not meant to scare nor recommend shorting. There have been miracles...but that typically is not a sound investment strategy.

    Sentiment: Hold

  • With the confidence management/BOD has in ICUI's future, along with the cash/share, and the fact that I have my long position, let's run this puppy and announce a stock buyback program! It's stunning to this investor of over 50 years (old frat) that a competitor doesn't "make a run" at ICUI. Hey BOD. Wait a few more days to make the announcement...so I can add to my position sub 62. Thanks. ( would it be a real sheisser should an announcement be made in the next few weeks. I'll be suspected on insider information. Right!?..which I rarely am )

  • Reply to

    Shareholder Activism

    by peepill Aug 12, 2014 1:23 PM
    peepill peepill Aug 15, 2014 2:45 PM Flag

    Thanks. Good thoughts. take care.

  • Reply to

    Shareholder Activism

    by peepill Aug 12, 2014 1:23 PM
    peepill peepill Aug 15, 2014 10:41 AM Flag

    We both appear to support TPCA I was at a pool party at the Las Vegas Tropicana recently and was surprised to see the activity, quality of service and the condition of the room my family occupied. It was then I became aware that Hilton had acquired the property and branded it a Doubletree, allowing all the benefits afforded by Hilton Rewards.
    I mentioned potential corporate moves in my original post: enroll the properties in a major hotel chain to get the properties on their reservation and rewards programs. Research which properties could be marketed at timeshares (casinos on the property would be problematic), Spin off some of the losers such as Laughlin (the remaining property there) and MLP or REIT them similar to the structure of CVI with UAN and CVRR. Should the numbers work, at least there would be a return based on cash flow rather than earnings while further strengthening TPCAs balance sheet. There was 'chatter' that TPCA was working to become a player in the ON-LINE gaming industry once it is approved by authorities; however, Carl (Mr. Icahn to me) has other gaming holdings, such as the Fontainblu in Las Vegas (which is being stripped of its a/c and other fixtures for salvage) and may be shifted to another Icahn holding. I have tried over 15 times during the past two years, and spoke to one institutional investor who agreed with my assessment, to contact TPCA by letter, email, and phone. The receptionists were delightful; but the results were #$%$ on a bull". I contacted IEC to find someone who could answer questions of a concerned IEC and TPCA investor. IEC explained one would have to contact TPCA directly and WOULD not comment on TPCA, which as an investor too (albeit, the controlling shareholder) seems to be their prerogative.
    The shareholder meetings held a thousand miles (purposely) from the corporate office does not afford a layperson the ability to attend.
    Thank you for allowing me to skip my therapy session today. And good luck.

  • Reply to

    Shareholder Activism

    by peepill Aug 12, 2014 1:23 PM
    peepill peepill Aug 14, 2014 3:37 PM Flag

    You do understand this stock traded at the equivalent of $15.00 in September 2012 and $18.00 in 2011 per chart on YahooFinance. MGM has qua-tripled in that time. WYNN and LAS speak for themselves. Should you have bought the stock with Carl at $13.75, a move to $17.90 over three years in this bull market sucks, as does your comment. You are assuming everyone purchased TPCA at the twelve month low of $14.75 (making an #$%$ of you and me for even bothering to answer a fool). right?

  • TPCA would be a perfect company for initiation of "shareholder activism". It sells at a discount to tangible net worth; it's in a growing industry (even Las Vegas is recovering as seen in rev/par growth of MGM etc-though we are not there); the company does NOT provide returns such as a dividend; the owners of the Tropicana Las Vegas (NOT ours) is now owned by Hilton and branded a DoubleTree and is booming (stockholder term); the individual properties could be converted to REITs and/or marketed as timeshares; the properties could join one of the chain hotels and benefit from their reservation systems; Company management are puppets to the major shareholder whose interests appear to be elsewhere; The company's Investor Relations department (if they even have one) NEVER returns calls nor gives the appearance of giving one shiet about shareholders (multiple calls never returned over multi-year period).
    CARL ICAHN...where the hell are you when we (longs who believed in you) when you are needed.

    Sentiment: Hold

  • Whooooops! PS. Thanks ZACKS for predicting a $0.01 positive...only missed by $.017 to the negative. I rate you (ZACKS) a #5 (Strong Sell).

  • I'm ready for the earnings...let 'er rip (not as in rest in peace, please)! "lights are on...is anyone home?"

  • Reply to

    Is management done selling (2)

    by peepill Aug 5, 2014 6:01 PM
    peepill peepill Aug 7, 2014 4:03 PM Flag

    Thanks for your answer. I've posted twice and each time respondents have provided intelligent and useful remarks; however, using adjectives including 'flaming' and 'naive' which are better than more aggressive words. I'll still give you a 'thumbs up" for providing the information. Again, thanks.

  • Reply to

    Is management done selling (2)

    by peepill Aug 5, 2014 6:01 PM
    peepill peepill Aug 7, 2014 10:06 AM Flag

    ICU Medical, Incorporated (ICUI) (Previous Close: $57.40, Get Quote) (Ratings, Earnings and Dividend History)
    Updates:
    Director George A. Lopez unloaded 4,300 shares of the stock in a transaction that occurred on Wednesday, August 6th. The stock was sold at an average price of $57.77, for a total transaction of $248,411.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

  • "Director George A. Lopez sold 10,700 shares of the company's stock in a transaction that occurred on Monday, August 4th. The shares were sold at an average price of $57.19, for a total transaction of $611,933.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission."

    When the will these pistardos stop the downward pressure on the stock...and what do they know about upcoming earnings? Compared to average daily sales, Dr. Lopez and other Board members are single singlehandedly surking the Longs. YES, I know...if you don't like the heat get out of the kitchen i.e. sell my stock. The SEC, NYSE, and Justice Department are supposed to PROTECT (like a prophylactic) the general public or 'little guy". I must be the last schmuck left tired of being surked by insiders and the erectile dysfunction of NYSE and SEC-WAKE THE HELL UP!. Break out the vasoline and your Trojans 'cause we're getting screwed.

  • Reply to

    What;s up?

    by peepill Jul 22, 2014 3:52 PM
    peepill peepill Jul 28, 2014 2:35 PM Flag

    Hi; I give you a "thumbs up". My comment is from the prospective of a long term holder who has watched insider sales continue at prices below 60/share; little positive public relations; Doc unloading his position (probably for estate purposes); a "gang buster" balance sheet; Needed product; no dividend; and 'dead' money in a stock market that has gained 50% since this puppy saw its last high price. Good hunting to all us longs.

  • peepill by peepill Jul 22, 2014 3:52 PM Flag

    Not ICUI. Are the insiders selling again into earnings? Can they possibly miss their miserable earning/sales projections? Where's Carl Icahn when we need him while we're in position to get "bag holder" of the year award.
    With this balance sheet and needed product...what a bunch of douchebags!

  • Reply to

    Is management done selling?

    by peepill Jun 17, 2014 5:09 PM
    peepill peepill Jun 18, 2014 7:02 PM Flag

    Apology for naming Dr. Lopez incorrectly. What a brainfart on my part. Love dem Golden years!

COG
33.76+0.01(+0.03%)Sep 17 4:03 PMEDT

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