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Energy Equities Are Cheap? Define That, Please – valuetrap13
https://valuetrap13.wordpress.com/2016/01/04/energy-equities-are-cheap-define-that-please
Energy Equities Are Cheap? Define That, Please. Energy Equities Are Cheap? Define That, Please. January 4, 2016. Last week, I saw someone say energy is cheap and if a company just survives this downturn, like banks in 2009, it’s going to be all good. I couldn’t disagree more, based on a few tenets:. Energy is a classic cyclical industry best bought for long-term gains when it’s hated, there has been a substantial washout, and it doesn’t look at all cheap. Is Energy is Cheap. EOG Model, $60. OG Model, $70.
BP Statistical Review – valuetrap13
https://valuetrap13.wordpress.com/2016/04/23/bp-statistical-review
The updated 2016 database should probably be out in the next 2-3 months. For the 2015 BP Statistical Review. April 23, 2016. Macroeconomic Factors Remain Weak or Continue to Deteriorate. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out.
January 2016 – valuetrap13
https://valuetrap13.wordpress.com/2016/01
Energy Equities Are Cheap? Define That, Please. Energy Equities Are Cheap? Define That, Please. January 4, 2016. Last week, I saw someone say energy is cheap and if a company just survives this downturn, like banks in 2009, it’s going to be all good. I couldn’t disagree more, based on a few tenets:. Energy is a classic cyclical industry best bought for long-term gains when it’s hated, there has been a substantial washout, and it doesn’t look at all cheap. Is Energy is Cheap. EOG Model, $60. OG Model, $70.
October 2015 – valuetrap13
https://valuetrap13.wordpress.com/2015/10
This is why I believe the rail renaissance has been a cyclical move, not secular. This will take a few paragraphs or pages, but to introduce my conclusions:. The rails didn’t take off until the Fed started to juice the economy in 2003. Industry consolidation that had been taking place since the middle of the 19. The commodity cycle imploding and the dollar normalizing will hurt the rails and they already have. Rail volumes have not grown in the last ten years. They have not taken share from trucking.
valuetrap13 – valuetrap13
https://valuetrap13.wordpress.com/author/valuetrap13
The updated 2016 database should probably be out in the next 2-3 months. For the 2015 BP Statistical Review. April 23, 2016. Macroeconomic Factors Remain Weak or Continue to Deteriorate. Click here to read Charlotte Lane Q1 2016 Macroeconomic Review. April 9, 2016. April 10, 2016. March 26, 2016. March 26, 2016. Energy Equities Are Cheap? Define That, Please. Energy Equities Are Cheap? Define That, Please. January 4, 2016. Conversely, one of the worst times to buy energy equities is when the sector looks...
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Dislocated Value: October 2100
http://dislocatedvalue.blogspot.com/2100_10_01_archive.html
Saturday, October 23, 2100. Insights I find valuable over time. Will be constantly updated. Subscribe to: Posts (Atom). Small Cap Value Blog. Insights I find valuable over time. Simple template. Powered by Blogger.
Dislocated Value: June 2014
http://dislocatedvalue.blogspot.com/2014_06_01_archive.html
Sunday, June 22, 2014. Sorry for the pauses, it has been incredibly busy lately (odd given the warmer weather, I know). The market had been on a tear with little volume, and it is a stream of work without much alpha being generated. That said, enjoy this edition. Big Dream: Anheuser-Busch InBev (BUD) / Coca-Cola (KO) Merger:. Http:/ brooklyninvestor.blogspot.com/2014/06/is-coke-undermanaged.html#comment-form. Where gun stores outnumber museums and libraries. Hedge funds warned over leveraged CLO deals:.
Dislocated Value: PCRX - a rather decent lottery ticket with take-out potential
http://dislocatedvalue.blogspot.com/2015/04/pcrx-rather-decent-lottery-ticket-with.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Value / Supply Chain.
Dislocated Value: April 2015
http://dislocatedvalue.blogspot.com/2015_04_01_archive.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Small Cap Value Blog.
Dislocated Value: September 2014
http://dislocatedvalue.blogspot.com/2014_09_01_archive.html
Friday, September 12, 2014. Updates on status, also on BOBE, BBX, and VEC. Sell all or part of its real estate, pointing to $900 mm in value and indicate that it has already attracted 5 unsolicited bids. ARCP comes to mind. Evaluate strategic initiatives for its BEF packaged food division. Given HSH's recent 13-14x bid, BOBE's 8x bid provides interesting multiples expansion opportunity. CapEx normalization from 10% of sales to 3-4% of sales. Sandell April 2014 Presentation:. BBX Capital / BFCF:. This is ...
Dislocated Value: August 2014
http://dislocatedvalue.blogspot.com/2014_08_01_archive.html
Tuesday, August 26, 2014. Some Q&As to myself. Here are a few questions that I’m still trying to figure out (w/ my answers attached). If you think yours are better, let me know! What makes a stock move? My take: The incremental and expressed opinion (w/ real $, thoughts don’t count). Accompanying discovery of new, incremental information (could be knowledge, news, or the stock price itself). That is not reflected. By the current assumptions. Would love to hear a more articulate thought. With the sound op...
Dislocated Value: October 2014
http://dislocatedvalue.blogspot.com/2014_10_01_archive.html
Saturday, October 11, 2014. 的消息。与此同时，我们的本金依然没有受到重大的影响，并于今年依然有着. 次金融危机的原因见仁见智。美国住宅市场的泡沫破裂无疑是直接导火索。有很多人认为过度的资产证券化、过度的金融创新、监管放松、金融机构的风险控制、等是金融危机的原因。不过，大多数人都认同这次金融危机更深层的原因是过度的借贷。从金融机构层面来说，. 倍。在家庭层面来说，美国的储蓄率曾在金融危机前达到负值，也就是说美国人花钱比挣钱多。而. 年逐渐下降。负债的逐渐增加造成经济的短暂繁荣，这一点很多经济学理论都有所提及。但是随之而来的经济周期的也会非常强烈。要知道，上一次美国的平均储蓄率为负的时候，是在. 年，美国家庭在大量破产的情况下，储蓄率仍然不断上升，现在回升到了. 而美联储升息的原因只有两个，要么是经济过热，失业率大降，通胀上涨到近. 65307;要么就是资产（主要是房地产）泡沫重现。美联储现在的信号是将会维持零利率至. 年中，而居眼望去，市场上主要资产并没有泡沫的迹象。而通胀（. 以上的差额。而新建筑依然处于历史低位，一手房开工率不及高点（. I believe the assu...
Dislocated Value: Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn cheaper than peers, ~net-cash, skipped over due to unconsolidated subsidiary
http://dislocatedvalue.blogspot.com/2015/02/enpro-npo-8-10-fcf-yielder-2x-cheaper.html
Tuesday, February 24, 2015. Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn cheaper than peers, net-cash, skipped over due to unconsolidated subsidiary. Wrote it up a month back. Coming off the 45 day restriction so posting it here. Http:/ www.valueinvestorsclub.com/idea/ENPRO INDUSTRIES INC NPO/136069. Subscribe to: Post Comments (Atom). Small Cap Value Blog. Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn . For a friend - Why are stocks the best investment . Simple template. Powered by Blogger.
Dislocated Value: January 2015
http://dislocatedvalue.blogspot.com/2015_01_01_archive.html
Thursday, January 29, 2015. Visteon - a take-out is the next leg to this capital-return story post HVCC sale. Wrote this up a while back when stock was $102 . Could be interesting if it keeps drifting. Target is $120 if they close the deal and do buybacks at current levels. End-game is that they get bought. CEO pretty studly. Crowded though and absolute upside not huge. Definitely a dance-while-music-is-playing stock. 183; . Subscribe to: Posts (Atom). Small Cap Value Blog.
Dislocated Value: December 2014
http://dislocatedvalue.blogspot.com/2014_12_01_archive.html
Friday, December 26, 2014. 2014 Letter to LPs. 应该一提的是，对于今年的表现，我个人感到失望。截至. 15 日为止，我们帐户的表现虽然不能称之为优秀，但至少在今年于波动的防范以及风险的规避上有着不错的体现。基于市场本身高估值的考量，我们一直在手中持有大笔现金，并在十月和十二月的回撤中，以期权对冲保证了帐户的稳定。可惜的是，我们最大的部位在数日前出现了问题，而因为实际的企业交易面的变化，使得当初买入的根据不复存在. 8212; 也使我们在市场继续向前的同时蒙受了损失。在以下我们会谈到。 Sunday, December 7, 2014. I have been following EXH for a while, and theres a constant debate on when to pull the trigger. At $33 today it gets interesting again. 160; . What Exterran’s history is and what they do. Small Cap Value Blog.
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valuetrap13 – Feeling good
The updated 2016 database should probably be out in the next 2-3 months. For the 2015 BP Statistical Review. April 23, 2016. Macroeconomic Factors Remain Weak or Continue to Deteriorate. Click here to read Charlotte Lane Q1 2016 Macroeconomic Review. April 9, 2016. April 10, 2016. March 26, 2016. March 26, 2016. Energy Equities Are Cheap? Define That, Please. Energy Equities Are Cheap? Define That, Please. January 4, 2016. Conversely, one of the worst times to buy energy equities is when the sector looks...
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AUGUST 11–30, 2015. AUGUST 25–sEPTEMBER 5, 2015. THE BOOK OF MORMON. September 1–October 11, 2015. September 29–October 1, 2015. DISNEY'S BEAUTY AND THE BEAST. JANUARY 6–10, 2016. Berkshires and Tanglewood Getaway. AUGUST 21–23, 2015. Ogunquit Weekend: MILLION DOLLAR QUARTET. SEPTEMBER 11–13, 2015. SEPTEMBER 20–24, 2015. OCTOBER 17–25, 2015. NOVEMBER 1–7, 2015. Show of the Month Club.
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