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 $6 or more to acquire them (lets hope alot more). Who knows if VRNG is ready to sue them again for another patent infringement. Then it could get real ugly, aka the Hatfields and McCoys.
I like classic micro-managers. They know the pulse of the business, and they know their business. I thinks its great.
maybe 8.50$ on a buyout (not much of a chance) and definately not on day to day business results. Even 8.50 is too high. BV is low. Remember job security is important
for these guys not stockholders. .
The financials are GAAP prepared. In my opinion your trying to state that the financials are not GAAP as signed off by KPMG. The disclaimer on the financials has to do with projections and estimates. They can also, in the management discussions of operations, have non GAAP related information.
I dont think so. They were getting so much heat from the strategy they decided to stop. However if the strategy was successful why stop. If the accounting treatment was incorrect, the the company restates the financials, or if the company folds (another enron) then we sue the accountants KPMG. Im sure the accountants are working with the SEC but I think the SEC should also look at Hedgeye at the same time. Barrons should be independent, three negative articles on Linn is excessive and it raises another question who wrote the articles and what imput did Hedgeye have.
Maybe Chesapeake should be looking at them and maybe after the merger. Or would this force a buyout of Lnco before the merger. Does anyone know if the deal is cancelled how much Lnco would have to pay and what would trigger the payment. This is a big distraction on the day to day operations.
Im sure KPMG has their ducks in order and will be on top of this. If they are in compliance with GAAP then Hedgeye cant do a thing. I think Lnco should file a libel and slander lawsuit against certain people. Take the offensive guys. Im staying tuned.
Live in the Princeton area and went to many hockey games there. Hockey players are under sized, and average as a team so that is no big deal. They have no business program. So a few of the kids, to get jobs, take a couple of economics courses and when the recruiters come in the banks and investment houses are looking for daddy's money. However the last few years the investment houses have curtailed recruiting. Love the private dining houses too. They serve beer to under age students and the cops, many times, are picking the kids up off the front lawns drunk. A "pro" with 3 years experience is not an expert in my opinion. Now if the kid was from Wharton watch out. They are however focusing on a weakness that exists and making alot of noise about it and Linn is vunerable. 3 articles in Barrons, in what, the last 2 months shows that the hedge fund PR plan has not worked so far. Linn needs to go on the offensive. if the deal goes thru and Linn pays the dividend monthly, this is going to cause the shorts the scramble. What I havent figured out is Linn has dropped but LNCO has not dropped as much as Linn. Love the dividend though but I dont think its sustainable. So if Linn has to drag this out and the hedge fund has to pay the dividend the hedge will be scrambling.