Yes, Kaiser went to Princeton. Studied economics. All the kids who majored in other subjects took a few courses in economics so they could get jobs on wall street. Wall street wanted them because of daddy's money. Econ wasn't that tough. They must know each other or meet at the Princeton reunions. BFD. Kaiser move on, go get laid.
Yeah but LINE's stock price still hasn't recovered to previous levels. I looked at it as a buying opportunity. Management at KMP/KMI is outstanding and with their strategic acquisitions nothing but growth to come. If Hedgeye was so great why didn't they see the BWP problem.
Barron's fails to disclose that Kaiser works for a company that recommends shorting stocks( over valued companies) and failed in a previous attempt to disparage the company. And at a stockholders meeting all the Princeton kid could do when it was his turn to ask questions was stutter. They are looking for another weakness and are using the issuance of additional units to attack. Same scenario what they did to LINE
Lots of negative articles by Barrons to try and drive it down.
I like the company, I like the growth potential, I like the prospects of the industry, I love the dividend.
Kinder is looking 10-15 years out and implementing that game plan. I like it.
I like the idea of buying tankers, thinking outside the box. What else can we get into, Oil service companies and suppliers, if they can make money at it, they will be in it.
If the price drops i'm buying tons.
He messed with the wrong company. Line was in a compromising position with the acquisition and they attacked. KMI is much stronger. Trying to change the rules when he thinks they should be changed to benefit him. Thanks for the cheap shares Kev. See you at the Princeton hockey games Kev? During the periods you can shoot the puck from the red line. Whats the next company you think is not conforming to your rules?
Sentiment: Strong Buy
This guy should be fired. This is the second time he has embarrassed the company. Looks like he cant handle the stress. Where are the board of directors? Do they think this is funny?
I guess he's wondering about his stock options.
and don't forget Tyco/ADT and all others. Im Sure Vringo is just waiting to pull the trigger on many other lawsuits including another Google lawsuit. Others will settle before litigation. Momo is on our side now. Big win for them.
Yes I also agree, 1 year out 19-20 range, business really sucks right now and its more survival mode than anything else. Holiday season is basically written off. Sell what you can, heavy discounting, clear out the inventory and bring in the spring stuff. Im expecting a small dip. come on Asia........... Everyone is down, plus they lost 1 week of the holiday season this year versus last year.
Long time investor, since there will be significant growth in the industry for a number of years, I was just wondering what publicly traded equipment suppliers are being used by the pipeline co. GO KMP! TIA
I'd like to hear anybody's thought on VLY, given a few comment on that board also. Lipkin seems like a good operator and at 72 he aint going to be around forever. He's presenting at a number of conferences soon, so is it takeover time? Obviously trust wouldn't be interested but maybe NYCB.
During econ class were you not there when the professor said their are 3 kinds of lies in the world: lies, damn lies, and statistics. Oh that's right you were on the road with the travel hockey club.
At the Kinder presentation Kaiser will be the butt of a few jokes during intermission. Like how many Kaisers does it take to screw in a light bulb?
And the Princeton hockey player crashes into the boards. Don't know how he is going to handle defeat. . Why he may even be shunned at the annual Princeton parade on campus (what horror). Just like all the other liberal arts majors at Princeton who took econ courses to get a job on wall street. Thanks for making the stock go up, dude. Unbelievable that he tried to take on KMP. No credibility. Now this is where Hedgeye distances themselves from you.
As the old saying goes: fool me once shame on you, fool me twice shame on me.
Princeton grading system on Hedgeye report:
Time to pick up more shares.
We have a ways to go. The talk about buyout is crazy. Google refuses to be held hostage to a patent troll. They will fight to the final gavel. By disabling the scoring system, in their mind, its a work around. Or is it a method to cover up their claim to have a work around. Because if they have nothing its a crime. I know everyone is walking on egg shells right now but we will prevail. I feel the judge doesnt want to rule on this case and hopes for a settlement. However I feel he has thrown a couple of bones Google's way. So far the management team at VRNG has done a tremendous job, and I am sure the stress factor is really high right now. It all comes down to the work around now and if it exists. We are in the 10th round and let s hope we havent run out of gas. Even if settlement talks occur they will be miles apart and VRNG's position has become stronger with each hurdle we crossed.
Lets see, the Dell situation. Icahn can own Dell shares, has offered to buy the company , is in a #$%$ contest with Dell, lawsuits flying in both directions. Dont you think he has inside information? Soros, a buddy of Ichan, investing in Dell, helping Ichan. Dont you think Ichan and Soros are sharing information.
Plus, my opinion Vrng will sue Google on other infringments in the future. What to stop GOOG from settling with Vrng and investing in the company. If you cant beat them join them LOL. Goog has no inside information other than being taken to school, and what they see on the Q's and K's
is acquiring shares in VRNG up to the limit before they have to file with the SEC, and who cares if they go over the limit and do have to file. I know that they have made it a showcase to punish any trolls if they try to pursue infringement. They are seeing this thru rose colored glasses. I know the amount they will end up paying is a rounding error on their financials, but lets be smart businessmen and women here. If the stock finds it way to 10 they may have made a significant dent in what they will owe. I can only describe the whole process as trench warefare and hand to hand combat. Vringo has done well and has proven that anyone can win against GOOG if the case is valid. We will see about the workaround, and if they were just blowing smoke, lets hope the judge hammers them. What a patent Ogre. If you cant beat them join, them demand a board seat and offer $6 or more to acquire them (lets hope alot more). Who knows if VRNG is ready to sue them again for another patent infringement. Then it could get real ugly, aka the Hatfields and McCoys.
I like classic micro-managers. They know the pulse of the business, and they know their business. I thinks its great.