JustMee01’s Activity

Fri May 20

NL

Boards Post

JustMee01 replied to the Value Hounds board. 9:45 AM

Re: OT 47% and $400

That level of irresponsibility is beyond comprehension. The writer admits his flaws - which are many - and I think must be the most true picture of an alarming percentage of Americans. His version included kids in private schools, extravagant [more]

Wed May 11

NL

Boards Post

JustMee01 replied to the Value Hounds board. 12:41 PM

Re: Why not GM?

Cyclicals often look like gimmes at their peak. They rarely are. Just don't buy them up here. Of necessity, any valuation must look off far into the future. By definition, that's just not reasonable for a cyclical. Cyclicals cycle. Any extrapolation [more]

Thu Apr 28

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 11:44 AM

Re: market cap

Another common cause of discrepancies is the presence of treasury stock. Some companies have a pool of stock that they own that's not in circulation. It needs to be subtracted from any shares that are recorded on the balance sheet. If a company has [more]

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 11:30 AM

Re: market cap

Hi Ron,

You need an accurate share count and the price per share (PPS). The best place for sharecount is the most recent balance sheet. So look for the latest 10-Q filed with the SEC. Let's look at Nike's Q1 10-Q:

[more]

Mon Apr 11

NL

Boards Post

JustMee01 posted to the Value Hounds board. 9:56 AM

That didn't take long (NOV)

A follow up on National Oilwell Varco. Announced Q1 revenue will be off approximately 20% from prior quarter. The pace of quarterly decline is about the same. In response, NOV cut its dividend to $0.05 per share and reduced its leverage by $500MM+ in [more]

Sat Apr 9

NL

Boards Post

JustMee01 replied to the Value Hounds board. 12:50 PM

Re: The train left the station metaphor

Sometimes metaphors are just metaphors-- colorful language used in an attempt to make a dry subject less dry. Still, your point is valid. There is obviously not a single point in time to buy a stock. That goes without saying. Conversely, there are [more]

Fri Apr 8

NL

Boards Post

JustMee01 replied to the Oil and Gas board. 8:26 AM

Re: LINN Energy has 91 days

Have you looked over LINN's powerpoint outline for the offer?

[more]

Tue Apr 5

NL

Boards Post

JustMee01 posted to the Oil and Gas board. 6:19 PM

LINN Energy has 91 days

LINN released an 8K announcing that the company has cured an event of default by delivering mortgages for LINN property. The agreement allows for a 91 say period of restructuring talks before it itself is null. Sounds like there are 91 days for [more]

Mon Apr 4

NL

Boards Post

JustMee01 replied to the Value Hounds board. 9:43 PM

Re: National Oilwell Varco (NOV)

Guys,

Thanks for the replies. With regards to Petrobras, I couldn't agree more. They're locked down and in turmoil. You can't count on any of that revenue. That's 30% of current Rig Systems backlog that's in limbo.

Thanks for [more]

NL

Boards Post

JustMee01 posted to the Value Hounds board. 12:52 AM

National Oilwell Varco (NOV)

Please forgive the length. Any comment would be appreciated.

There are a wealth of beaten down oil services stocks to go along with a multitude of trashed energy sector stocks. The true services stalwarts are all available at slightly [more]

Mon Jul 7

NL

Article

JustMee01 published an article 4:51 PM

It's Too Soon to Tell on LINN Energy's Devon Transaction

The impact of LINN Energy's huge purchase of Devon's non-core US assets remains unclear. Investors need more information regarding Devon's intended Granite Wash divestiture to draw a conclusion.

Thu Apr 3

NL

Article

JustMee01 published an article 11:04 AM

2 of Buffett’s Widest-Moat Energy Bets

Two of Berkshire-Hathaway's widest-moat energy plays can still be bought at the price Buffett paid.

Fri Mar 28

NL

Article

JustMee01 published an article 11:29 AM

Capex Is Cramping LINN Energy’s Style

As LINN Energy grows, increased capital expenses are eating up more or its cash flow.

Tue Mar 25

NL

Article

JustMee01 published an article 12:15 PM

Can LINN Energy Cover Its Distribution?

There's considerable concern that LINN Energy will be able to cover its distribution after the Berry deal's dilution. The high value of Berry's liquids-rich production makes that probable.

Thu Mar 13

NL

Article

JustMee01 published an article 10:05 AM

Will This Massive Oil Merger Pay Off?

Energy XXI agreed to acquire smaller rival Gulf of Mexico shelf producer EPL Oil & Gas for $2.3 billion. Operational synergies will be critical for that high price tag to work.

Tue Jan 28

NL

Article

JustMee01 published an article 9:52 AM

3 Niche Operators in an Off-the-Radar Oil Play

Utah's Uinta basin has provided big liquids growth for the few operators able to get a toehold in the basin.

Tue Nov 26

NL

Article

JustMee01 published an article 9:03 AM

3 Good Reasons to Vote Yes on This Merger

Following Linn Energy's compensation increase for Berry Petroleum, investors have expressed concern. This deal still makes sense.

Sun Nov 24

NL

Article

JustMee01 published an article 10:17 PM

3 High-Flying MLPs With Loads of Growth Potential

Magellan Midstream Partners, Enterprise Products Partners, and Energy Transfer Partners are leading their peer group because of their strong growth potential.

NL

Article

JustMee01 published an article 10:06 PM

3 High Yielding MLPs With Short-Term Challenges

Kinder Morgan Energy Partners, Williams Partners, and ONEOK Partners have had difficult years, underperforming peers. Growth challenges are holding them back.

Fri Nov 8

NL

Article

JustMee01 published an article 11:01 AM

4 Operators With Loads of Permian Potential

The Permian has outstanding developmental potential, but operators in the region are costly. Awesome potential often comes with a staggering price tag.

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 2095
Recs Received 3067
People who have rec'd these posts 552
Recs to Posts Ratio (last 30 days) N/A
Threads Started 426
Threads Started Percentage 20.33 %
Most Frequent Board Ford Motor Company
Very First Post Biotech Investors Club? (2/2/2008)
Percentage of Posts Rec'd 52.12 %
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