REX has been dropping steadily. However EPS estimates for 2015 and 2016 have held up despite drop in crude oil prices. Whats going on?
If biofuels are competing with crude, one would expect biofuel prices to decrease, and EPS to also decrease. It has not occurred. Eitther analysts are behind the curve, or they believe price supports will be maintained.
Note: GPRE more or less tracks REX.
Bottom line: Is REX a buy?
Ain't got anything to do with 1) China; 2) Oil; 3) Greece.
In my book, the two closest comparable companies are WBMD and EHTH. Our metrics are far superior.
Please note: all this cheerleading isn't going to stop the rout.
Last I heard, they ain't building any new rivers. We have rising population, rising electric requirements. All the high potential hydro plants have been built. Do you seen a second Hydro plant being built downstream of the Niagra Falls?
Sentiment: Strong Buy
Can someone help me reconcile earnings and AFFO for SNR.
Yahoo reports est for 2015, 2016 as
1.11 , 1.61
TD Ameritrade reports:
Other sites have no estimates.
Does anyone have a better handle on whats going on?
SA says that a new SA Pro article will discuss EAC. Article says there is 200+% upside potential.
Unfortunately, subscription to SA Pro is expensive - for professionals only. I find quality of SA article pretty good surpassing string quantitative analysis offered by S&P or CS.
Check out news about huge forest fires in Sakatwan (?) Canada. They need fire cranes!
Sentiment: Strong Buy
Today, market was off 2.1% due to Greek crisis. But why were airlines (AAL) off by 4%?
Oil continued down over $1. Usually, thats a positive. Euro strengthened which should help (sllightly) international travel.
Any ideas? That said, I'm a bull based on great metrics.
I wonder if new non approved migraine treatments are affecting PTX.
News on TEVA and ALDR web site speak of the new approaches in pipeline. Of course, bird in hand (PTX) should be worth more than a hope in the bush.
I read the 10-Q. It reports tonnage and royalty income.
How do figures compare to expectations? Apparently, MSB is hardly followed. There are no EPS estimates that I know.