JustMee01’s Activity

Sat Aug 9

NL

Boards Post

JustMee01 replied to the Terms, Definitions, & Jargon board. 5:07 PM

Re: Buy Guidance

Without having some context, it's tough to be certain what was meant. I suspect that it was used something like:

"Citi has buy guidance on INTC. B of A remains a hold."

It's awkward phrasing, but I've seen it before. If [more]

Wed Jul 9

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 11:45 AM

Re: Net Income Growth when one number is negativ

It can be more useful to just determine why they were in negative earnings territory. Are there one time issues? If so, backing them out may give you a better look at operations.

Did margins crash?

Did interest on debt swamp [more]

NL

Boards Post

JustMee01 replied to the Ford Motor Company board. 11:31 AM

Re: Brand Loyalty #1

Rob,

Sounds like you're having fun, though?

What's more fun: running your biz or counting proceeds on AAPL options?

I'm glad to hear that it's sorting itself out. There aren't many small businesses that don't have that [more]

Tue Jul 8

NL

Boards Post

JustMee01 posted to the Ford Motor Company board. 7:11 PM

Brand Loyalty #1

http://t.money.msn.com/investing/5-car-brands-with-the-most-...

Ford. No doubt the F-150 has a lot to with it...

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.

Sat Jul 5

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 10:03 PM

Re: Chasing Dividends

Swifty,

I'm not sure I completely understand your question. To qualify for a dividend on a stock, you need to hold through at least one record date. That's the date set for payment by the company. It's announced ahead of time.

The [more]

Mon Jun 30

NL

Boards Post

JustMee01 replied to the Value Hounds board. 9:39 PM

Re: Linn deal

Note this release is from DVN point of view. Hence if DVN received slightly higher proceeds than expected means Linn slightly overpaid. :)

Or Devon got screwed less than the Street expected... ;-)

NL

Boards Post

JustMee01 replied to the Value Hounds board. 5:46 PM

Re: Linn deal

I also enjoy that high distribution. Got me a lot (too much?) of LINE and LNCO.

Always two ways to crack the nut. To be precise, Wells Fargo said they overpaid on a cash flow basis. They also don't clarify how they got there. Theoretical off [more]

NL

Boards Post

JustMee01 replied to the Value Hounds board. 3:24 PM

Re: Linn deal

Sounds like a straight up acquisition to me, with $2B of arranged interim financing. They've just announced the intention to sell mid-con assets to pay for it. It's not like the Permian deal in which assets were essentially swapped; production for [more]

Mon Jun 23

NL

Boards Post

JustMee01 replied to the Value Hounds board. 9:36 AM

Re: BBSI

I neglected to consider the fact that 2011 is a poor comp year for BBSI due to the $10MM life insurance gain on the death of the CEO. Backing that out changes the picture considerably. The Q4 charge to IBNR reserves for 2013 complicates 2011/2013 [more]

Sun Jun 22

NL

Boards Post

JustMee01 replied to the Value Hounds board. 6:37 PM

Re: BBSI

Stillwater,

Bottom line growth certainly is there. The problem I have is with the last two years. That 77 cents you cite is actually 2010's number, I think? 2011's fully diluted EPS was $1.42 according to the 10-K I'm looking [more]

Mon Apr 21

NL

Boards Post

JustMee01 replied to the Value Hounds board. 10:06 AM

Re: Why use return on equity?

FCF,

You wrote:

"The equity is the part of return on equity that I most strongly disagree with. It gives brownie points to leveraged companies at the expense of liquid companies. It also treats all assets the same way. For [more]

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.

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 2061
Recs Received 2991
People who have rec'd these posts 532
Recs to Posts Ratio (last 30 days) N/A
Threads Started 419
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 52.21 %
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