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richardleeds 66 posts  |  Last Activity: 19 hours ago Member since: Apr 1, 1999
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  • richardleeds richardleeds May 21, 2015 3:33 PM Flag

    Smalls, you keep reporting false information on your posts. You say "how much debt is AT&T going to assume on the DTV? Answer $20B." If you could read a balance sheet you would see that DTV has $5 billion in cash sitting around and debt of $20 billion, so that is net debt of $15 billion. You say it will take "a long time just to pay for for DTV's existing debt." How about learning how to read financial reports. DTV has $5 per share in earnings. Earnings are funds left after all expenses are paid including interest on debt.

    You also keep implying that DTV will be cash flow negative with a modest dip in satellite TV revenue, but you fail to comprehend the DTV quarterly reports that show actual revenue of $65/share and earnings of $6/share.

    Also, what is not in the residential customer numbers in either North America or South America are the businesses that are hooked up to DTV. Take L.A. Fitness with 600 locations. My location has over 50 televisions hooked up to DTV on each treadmill, stairmaster and every wall and pillar. This chain is growing and all other businesses that take 50-1000 TV hook ups from DTV at each location are never going to switch to cable or other options. I am speaking of the hotel management companies around the world such as Hilton, Sheraton, Hyatt, etc.

    Not only are your numbers and misrepresentations false, you just do not understand the future products such as monitoring security at home and office, data and broadcast into cars/trucks on monitors. These are all future business growth opportunities.

    Week after week , month after month you post false statements about these companies and you fail to understand why they have grown in market capitalization year after year after year.. My initial investment in DTV at $16 per share is now $90+.

  • Reply to

    Increased YOY Q1 Production

    by supor450 Apr 29, 2015 2:57 PM
    richardleeds richardleeds Apr 29, 2015 9:17 PM Flag

    Presidents have no impact on oil and gas production, supplies.
    Actually Congress controls exports of oil and has failed to bring up to a vote a change in the export laws. Write the Speaker and ask him why he does not do something to aid our oil and gas producers by changing the export laws on the books that ban oil exports.

  • Reply to

    Im buying more CHK Monday

    by lordigeorge Jun 7, 2015 8:23 AM
    richardleeds richardleeds Jun 7, 2015 5:08 PM Flag

    Ask yourself why CHK which received $5 billion for selling 7% of the company production and land has not purchased any shares with that money. If CHK is a bargain then the company should have purchased $1-2 billion of the stock with that money. They must think there are better buys out there than CHK.

  • There has been a bull market in stocks for the last 5 years and most reits has participated in that bull market with most of them up 100%. This reit is the same price today as it was 5 years ago. Investors in this equity are being taken to the cleaners by the management.

    Pretty silly to invest in this.

  • richardleeds by richardleeds Jul 21, 2015 12:53 PM Flag

    Last year CHK sold 7% of production and acreage for $5 billion. The balance of the company is now worth a little more than that. What we should all wonder is why the CHK management did not buy shares at the current price and why they failed to give notice according to the bond indenture agreement which cost the company half a billion dollars in a court decision against them last week.
    The news release today said nothing about either of these matters. Why did the company not sue its accountants and lawyers that do the drafting and reviewing of these agreements and charge millions of dollars every year and they obviously failed to draft a letter to the management team warning them about the deadline in the bond offering materials.

  • richardleeds richardleeds Jun 19, 2015 3:54 PM Flag

    The problem for CPLP is that they are perceived as a Greek shipping company. Yes, management is in Greece in offices there, but the company is not Greek, the income is priced in dollar denominated leases for the ships. The loans are in dollars. So there is no real financial risk for the company. It is different for shareholders. If Greece is kicked out of the Euro block and defaults on all of its loans it effects the banks of Europe and the member countries. It clouds the future of the entire currency as Portugal, Ireland, Spain and Italy are a financial mess. This could cause European stock markets to drop 10%-15%-20% and the U.S. markets could follow.

    This is going to lead to an opportunity to buy this equity at much lower prices, but not now. Wait for the s_ _ _ to hit the fan.

  • Reply to

    Increased YOY Q1 Production

    by supor450 Apr 29, 2015 2:57 PM
    richardleeds richardleeds May 2, 2015 1:35 AM Flag

    Do you really think any of our recent presidents have been any good? Come on George had Saddam overthrown in Iraq and we ended up staying there for 15 years and spending trillions of dollars there rather than repairing our infrastructure: roads, schools, bridges, etc. Then Obama has the Libya leader overthrown, and now we have militias all over that country and he has been trying to do the same in Syria where militias are destroying the country. Soon the entire Middle East will be bands of terrorist organizations selling oil for discounts.
    These countries always have had dictators running them and they basically kept order. No we have no order because we have had 16 years of poor foreign decision making.
    We need Congress to develop an economic policy to let our companies compete in the energy business, but Congress seems unwilling to do anything to encourage natural gas vehicles and exports of energy.

  • Reply to

    Increased YOY Q1 Production

    by supor450 Apr 29, 2015 2:57 PM
    richardleeds richardleeds May 2, 2015 1:28 AM Flag

    If you want to create 200,000-300,000 high paying jobs in the U.S., let the U.S. compete against Russia and OPEC for oil sales around the world. If the Congress wants to keep jobs and economy stagnant then do not create a sector that competes for sales around the world. I guess they like all the jobs created by fast food, Walmart, etc.

  • DTV added 1 million subscribers this quarter in Latin America to reach
    20 million subscribers in the last 10 years. And there is a lot more
    of that to come as the CEO said Latin America has only 50% market
    penetration for pay tv services.
    The first quarter was also the lowest quarter of churn in the last
    5 years.

  • richardleeds richardleeds May 7, 2015 7:45 PM Flag

    Smalls getting personal and saying people are clueless does not address the facts. Personally, I do not want to have my 3,000 shares of DTV taken out by the merger, but since they are, I am required to evaluate the potential for ATT-DTV or sell.
    You keep saying that the profits of DTV or ATT-DTV are going to come under attach but in reality DTV has not been hurt by the churn or loss in customers in the last 5 years.
    The customer base in South America is in its infancy as DTV has built out that infrastructure and continues to do so at 1 million new customers each quarter. These new customers are not profitable as the installation and capex is quite expensive. In Latin America the cash flow that reaches the bottom line actually takes a couple of years to reach a positive number as DTV has to write-off this cost over the term of the contracts which are usually 12-24 months depending on the customer contract.
    You should not assume we are lousy investors making lousy decisions because we have made big money in either ATT or DTV over the years.
    My ten year hold of DTV may not be continued as I am doing my due diligence on the delivery of entertainment and data and the prospect for ATT continuing to deliver a 5% dividend and 5% or greater share price appreciation each year.
    ATT actually has the financial ability and product to take DTV's 20 million customers in the U.S. and another 20 million in South America, for a total of 40 million new customers and actually negotiate entertainment or content at much lower prices due to a larger subscriber base. You are talking about 800 million people in South and North America. DTV has dozens of satellites covering both continents. This is a serious moat for competition to deal with.
    AT&T will get to sell into this market and in the U.S. AT&T is buying up data spectrum delivery and that is also the future. But buying entertainment content is all about how big is your subscriber base.

  • richardleeds richardleeds May 14, 2015 2:43 PM Flag

    Smalls,
    DTV has $6 per share in earnings, that is after paying its debt service. Take a look at earnings per share. Earnings per share means after expenses are paid. Once you understand that definition you should then comprehend that ATT will use that $6 per share in earnings that DTV makes to pay the 5% dividend, still have excess cash from DTV on those earnings. Then take the lower prices achieved by the combined company for content purchases, the bundling benefits of DTV with T's internet and cell operations, reduced employee count, new business for T in Mexico and South America and you get to savings from synergy of $2.5 billion a year. This savings will go to paying off all the debt taken on for the DTV purchase over 7-8 years. That debt will disappear with the content savings and new business in South America. You need to stop thinking that the new customers in Mexico and South America will not reach the bottom line of ATT. You just ignore those 500 million people down there and how ATT will reach them for the first time during the next decade. DTV alone in South America and Mexico is going to pick up another 10 million customers over the next decade.

  • richardleeds richardleeds May 15, 2015 4:22 PM Flag

    I too wonder why the CEO has failed to purchase a billion dollars of shares at the current low price. It sends a bad message.

  • Reply to

    Wow "The Street" is trashing CHK

    by adamloser2233 May 15, 2015 11:53 AM
    richardleeds richardleeds May 16, 2015 2:06 PM Flag

    Listening to the Street is like listening to any financial writer, they do not know how to make money 90% of the time. Carl Icahn bought another 7 million shares this year in CHK and now has 73 million shares. That is all any investor in CHK needs to pay attention to. If he failed to up his investment then buyers of CHK should take notice but he bought more.

  • I have been investing in high yield equities throughout the last
    decade. It is important when to get in and when to get out.
    The high yielders always cut the dividend it does not matter if
    they are BCD's, REIT's, MLP's or shippers.

    The problem with shipping is that there are too many ships
    being built in the shipyards.

    The yield and the pay out ratio are warning signs on NMM and
    the lack of profitability in NM is also a warning.

  • richardleeds richardleeds Jun 2, 2015 1:02 PM Flag

    You hope the Saudi's can do the math. Kirby, wake up. Half of their population does not work or drive. The other half, males, really do not work according to friends that have worked in Saudi as consultants, including a V.P. for a utility. These are people that lived in tents with no indoor plumbing. It is a welfare state and two bombs have been exploded by terrorists over the last two weeks. The MIddle East is a mess and it is not going to get better, that means I am predicting more bombs in SA. If the Muslim terrorists can hit New York City and Boston, what do you think they will do to oil and gas targets in the MIddle East? These are not smart people, they hire foreigners to come into the country and do all critical jobs. Investors in oil and gas should expect more and more bombs and more and more war in the MIddle East. Half of the countries in that part of the world have been turned into rubble over the last 5-10 years.

  • Reply to

    Carl Ichan adds 7 million shares of CHK

    by lwbd2014 Jun 4, 2015 6:57 PM
    richardleeds richardleeds Jun 4, 2015 8:07 PM Flag

    market is going lower and needs correction, CHK will go lower with the market
    and due to the storage of natural gas hitting a 12 year high today and being 51%
    over 2014. The price will go lower, but I do not understand why CHK does not
    buy any shares at this price (under $8.6 billion market capitalization). I guess
    management is telling us they will not buy shares until they are cheap enough.

  • richardleeds richardleeds Jun 18, 2015 4:35 PM Flag

    The board authorized management to buy $1 billlion in shares and they did not do it.
    If management does not buy shares to reduce the share count and they want to
    drill as that is a better choice for the cash flow, investors should take note.

  • Why own shares in this?
    Margins on selling fuel are not generating profits.

  • richardleeds richardleeds Jul 6, 2015 7:57 PM Flag

    Pretty foolish statements. The problem is that none of the Greeks pay any taxes. When I was in the country last year I purchased an art work for 400 Euro and was given a receipt for 50 Euro. Everyone wanted cash during our two weeks there. Every restaurant and most hotels. Do you really think the Greeks have money to put people in prison and pay for their food and board and security. This company has no assets in Greece.

  • Reply to

    Nova Scotia to export Marcellus Gas...

    by dmorgan2151 Apr 29, 2015 11:29 AM
    richardleeds richardleeds Apr 29, 2015 1:14 PM Flag

    When you look at the website for the company that wants to build this plant they have nothing in the news updates for the last three months. This is still a pipe dream. No financing and no construction and they are still waiting for a permit.

DTV
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