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AmeriGas Partners LP Message Board

southern_comfort75 118 posts  |  Last Activity: Apr 26, 2013 2:59 PM Member since: Apr 17, 2003
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  • I like them, but 80+to 1 P/E? How? Why? LOVE THE CASH DISTRO THOUGH :-) Over the long haul, decade plus, they have been good though...

  • southern_comfort75 by southern_comfort75 Mar 27, 2013 4:16 PM Flag

    just askin'

  • southern_comfort75 by southern_comfort75 Aug 23, 2011 12:57 AM Flag

    This board is now filled with SPAM. Are there any real FFKY shareholders out there? If so, please work on some questions with me:
    1. How did this happen? FFKY is now at a low going back to 1996, maybe even a historical low, just as much of its market area has enjoyed a boom due to BRAC (Base Re-alignment), Republic at E-town has done well, the credit union (Fort Knox Federal Credit Union) is funding new did FFKY get in this position?
    Can it be saved?
    What is the potential for a takeover? Does the balance sheet indicate it would be worth more than $2 per share, and what is a real valuation?
    What is the risk the FDIC will step in and liquidate it?
    If you are a real investor in this firm, tell us what you know...

  • Reply to

    [Video] FFKY / Market '''*'*'*'''

    by nikunaddmareda Aug 17, 2011 12:58 PM
    southern_comfort75 southern_comfort75 Aug 22, 2011 6:58 PM Flag

    THIS STOCK WAS TRADING AT 10 BUCKS A SHARE IN 2009! Save your spam...

  • southern_comfort75 southern_comfort75 Apr 29, 2011 1:50 PM Flag

    Nielsen hits 30 dollars per share, up from it launch of 25 bucks...a successful launch by any measure. Now where to? I just wish the vauation was better, the P/E still seems a bit stiff to me :-(. Is there anyone out there with thoughts?

  • Not a bad day, not a bad first quarter for the first NLSN buyers, where to from here?

  • southern_comfort75 by southern_comfort75 Apr 5, 2011 1:26 PM Flag

    We obviously have NO IDEA what this stock is worth...where is the "real" floor on this dog? I am not long nor short, just watching...and asking.

  • southern_comfort75 southern_comfort75 Mar 28, 2011 4:23 PM Flag

    Thanks for the clarification. I do know that Nielsen facilities in those days all carried the Cognizant emblems/logos and used the Cognizant letterhead in those days, but I did not know exactly how the spin off was handled. Cognizant, what a story there since 2000 for the shareholders! Absolutely fantastic return on investment. And the P/E on it, while high, is still not out of reasonable limits...I just wish I had gotten in back then, but that's crying over spilt milk now...:-(

  • southern_comfort75 by southern_comfort75 Mar 18, 2011 7:11 AM Flag

    Let's talk valuation: The outlying future for this company has great potential, with markets growing in the developing world, and good connections and structure already well established in India and China. But what is the real valuation now?
    Nielsen is trading at 56/1 P/E. That means 56 years for the earnings to pay for the stock, barring future growth.
    For comparison let's look at Cognizant, a company that interestingly owned Nielsen for a time back at the turn of the century. Cognizant is trading at 31/1 P/E, or barely over half the price. This is all the more impressive when you look at the share price history of Cognizant. It was $3.41 in 2000 and is now trading at $74.00 (!!!) right through the economic crisis!
    I use Cognizant as an example because Nielsen has no real competitors to compare to. To pay the current share price for Nielsen a shareholder must be hoping for some very strong growth in upcoming years. Growth is assured in the developing markets, but the U.S. and European market will be tough sledding. If the shares come down to some $15 they will would be a fairly good buy, but for now, can anyone justify the currently high P/E? Are the outlying growth projections high enough to justify the price? Quantitative analysis folks, what is your view? Fill us in...:-) It is a good company with future, the only issue is where the share price should be...

  • southern_comfort75 southern_comfort75 Mar 7, 2011 8:16 PM Flag

    Apparently the "best" time to buy CTSH was about 10 years ago...and kept buying and kept buying. Do CTSH holders know you have been the "blessed" ones for a decade now? I could have bought this puppy back in 2001 when they owned the company I work for, and missed it, and missed the chance for every 2 grand in to turn into about 70 grand. :-( Oh well, sometimes your the windshield, sometimes your the bug...

  • Reply to

    This is how stupid Banks are - Read

    by basicknowledge Dec 7, 2010 1:32 PM
    southern_comfort75 southern_comfort75 Dec 7, 2010 2:47 PM Flag

    This is true of almost any bank loan. I have seen it with houses, with consumer debt, with credit card balances. They would rather take the write off as a loss (they have already made tons of money the guy has already paid in anyway) and just clear it off the books by repo than work on terms. DO NOT deal with the big multi national banks. CREDIT UNIONS AND LOCAL BANKS are the only way to go. Look at B of America's share price since 1998, as doc Phil would say, "so how's that working for ya?" :-)

  • Reply to

    H&R Block may STOP all RALs>> SELL (rbcaa)

    by peteware66 Oct 19, 2010 11:37 AM
    southern_comfort75 southern_comfort75 Dec 6, 2010 5:07 PM Flag

    And yet you have to assume the insiders have already factored this news in. Republic really has not recovered greatly since the financial crisis as far as share price goes, even though their revenue has held up well. The bigger risk is upcoming banking regulation after the results of the full congressional investigations are released.

  • Reply to

    Looking to Buy

    by jwp2000 Jul 23, 2010 5:26 PM
    southern_comfort75 southern_comfort75 Nov 30, 2010 2:27 PM Flag

    I think a lot of folks are scared off by that P/E ratio, which is shown, what, somewhere in the hundreds! Of course the divy yield would still be worth hanging around for even if the stock ran sideways for another decade, which seems fully possible. I have been watching this stock for almost a decade, and somehow it nevers feels "cheap enough". But on an economic upturn, it could be due...I don't want all of money in it though :-)

  • Reply to

    Is VLNC technology superior to competitors?

    by cenpacr Dec 28, 2009 2:37 PM
    southern_comfort75 southern_comfort75 Dec 28, 2009 4:11 PM Flag

    Just to follow up, one of the selling features for Valence has been safety and stability and environmentally easier disposal than other chemistries:

    Valence safety and stability:

    Valence applications

    The price issue is still critical, if Valence can match other firms prices, they seem to have all the other features PLUS the safety and stability issue on their side, which is no small thing.

  • southern_comfort75 by southern_comfort75 Dec 2, 2009 2:12 AM Flag

    20,000 shares, which at the current price is barely $1000 worth, traded today and the share price went up over 60% in a company for which no one can find any phone numbers, websites, products...???? What in the hell is going on here?

  • Reply to

    Bloomberg Natural Gas Article

    by charlesbraddock21 Dec 1, 2009 1:55 AM
    southern_comfort75 southern_comfort75 Dec 1, 2009 5:41 AM Flag

    It was a good article, but I thought they got a bit carried away, making predictions 3 and more years out in front, that takes balls! Can you predict the hurricane season for the next 3 years? Or the "arctic winters? If one followed the other (hurricane and then arctic blast) prices could move very fast. Are we to assume that if the economy rebounds there will be no recovery in sales of paints, solvents, glues, plastics and foams, all the things made from natural gas? It's a risky bet no matter how you play it...

  • Reply to

    Alpha Article

    by gold_miner_14 Nov 29, 2009 9:53 AM
    southern_comfort75 southern_comfort75 Nov 30, 2009 11:30 AM Flag

    I have to get amused at those folks touting started with a head start on VLNC back in 1997, dropped below them shortly after and hasn't caught them since! :-)

  • southern_comfort75 by southern_comfort75 Jul 15, 2009 4:36 AM Flag

    Interesting times. As small caps normally lead an economy out of recession, so now we must ask, is the recovery here at last? Artio U.S. Microcap shows a nice rebound off the bottom on year to date, but still not back to it's orignal inception price. And hard times may not be over. However, buying in now on a cost averaging basis could be promising. Everything depends on the management. Since I am the only one here, I can use this board, for now, as my personal diary, and I must admit it, I am really watching the small caps...another hard downturn is still possible before the rebound, but over the longer haul, the potential is in the small firms.

  • Reply to

    AmeriGas at Walmart

    by vickersviscount Jun 29, 2009 7:16 PM
    southern_comfort75 southern_comfort75 Jul 5, 2009 9:46 PM Flag

    Here in central Kentucky, Amerigas handles the propane tank/bottle exchange, and I have put in zip codes for several other regions, and yes, they seem to be hooked up with Wal-mart pretty much nationwide, or at least all of their market states. I am embarrassed at myself for not knowing this, I go to Walmart often enough but simply had not payed attention. I did know APU handled the propane bottle exchanges at almost all of our local convenience stores (Hardin County KY)

  • Reply to


    by hlm_jwm Apr 20, 2009 1:11 PM
    southern_comfort75 southern_comfort75 Apr 20, 2009 2:16 PM Flag

    Almost double off it's bottom in the last year and an 8.50% distibution? The johny come lately's are fleeing to safety, and so far APU has freakin' delivered the goods DESPITE the shorters trying to talk it down, I know I am kicking my own ass for not having bought more of it.


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