guidance was not thrilling,i think this does little after a small selloff tomorow
stock is dead,i know cause i bought at 44.30,sorry,wdc is my new sbux,bought 7 mos ago at 55 guess what we are at 55
infn pushed through but it waas dragged kicking and screaming in the midst of a huuuge tech run,not sure what to think,but 15-16 seems about all we get barring a cpl of mkt meltdowns
hare still think theres more coming down the tracks on this story.if kelcey wants wmb with out a fight,im not sure 2 for 1 does it as its not much better than the deal on the table,had he came in a cpl of mos ago with your 2 for 1 deal and say a buck or 2 sweetner,i suspect we would been closing now,i think we see a close mid to late fall
theres a lack of follow through,running throgh a few of infn peers at schwab i cant find any exitement on the sector save a little on csco,
infn is responding or was to sector issues,since the csco earnings last week the stock seems to have at least stopped dripping down and trying to go back up a little,,i think that 15-16 is about as good as it gets,those who fail to see the mkt changing with rates rising are going to really overvalue this stock,its a different environment now ,looking for 20 anytime soon will be dissaponting
the problem is tat when the deal was announced the first time wmb was 58 pre pop and thats to some point a marking point,one way to deal with this would be to issue 1 share of voting ete shares and a share and a half 2 possibly of non voting shares that become voting after x time
at some point as this drags there will be div issues especially if this 46-50 oil is where we settle
not to mention mos and mos of litigation and skipped divs for all
the div is interesting but this is still a fairly small cap stock,though should 50 be reached id agree,still an interesting idea
in order to get 25x multibles the overall mkt has to allow for that,in otherwords a big rally,im not seeing that,however i am seeing mid 40s at years end
ive said ll along and you have also after the first week of the announcement this deal was destructive,i agree it still is ,its hurtin shareholders immensely,as other stocks climb
had no idea how GOOD earnings were going to be as limp and steve know im pretty cautious,,the reason we know is that guidance was very good and the stock moved on the news,heres a basic for you meanrevers when a stock runs fast and far traders take profit,thats likely what happened,but theres no reason for wbmd not to go back to 65 fairly soon.
thankyou,seriously.this scoreboard belies a certain industry weakness,most guidance is bad to so so.its not infn specific,if this is true infn is dead money for a while til the industry itself gets healthier
im not surprised it retreated,the mkt faded also,we do know that this stock will head higher,from a chart point of view a little back and filling is healthy
this all speaks to the awfulness of the deal,at this point what can ete do to provide what the proposed deal did to damage williams at the time and since.it would have to be better than a 20 percent premium..the kinda basic for most buyouts.