| symbol | subject | date & time | rating |
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Market probably doesn't like the payout ratio, which is a bit over 100% based on my math. Also leery of how production has decreased in the past year. They probably should be cutting the dividend and increasing capex a bit IMO. I'd be a... |
3/3/2013 9:15:13 PM |
1 |
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Its always hard to call a bottom, at least with TBE you get paid to wait with a dividend that is more sustainable than most. I think there are logical reasons to suspect a strong second half (shrinking differentials, summer driving season) and I... |
2/26/2013 8:56:15 PM |
5 |
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I think I'd understand your analysis if it was logical - try me. I tend to do calculations based on flowing barrels, looking at enterprise value, the type of production, etc. My numbers are at home, but I'm pretty sure Twin Butte is tradi... |
2/26/2013 3:30:54 PM |
5 |
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Are you pulling these numbers out of a hat or somewhere else? Of course, no one knows the future, who knows what could happen really - but it basically sounds like you're just pulling out numbers and hoping to scare people into selling who do... |
2/26/2013 1:51:29 PM |
5 |
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I keep waiting for a better time to load up on this one again. I've bought and sold a number of times with Ithaca and always come out ahead but right now I just think the timing is wrong. We know the 2013 production guidance, and I think an... |
2/9/2013 11:09:59 AM |
4 |
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It just amazes me how this one keeps going down. I keep watching for a good time to buy, but that moving average (downward trend) keeps scaring me off. P/E is a little higher than I'd like still as well, though PE isn't everything obvio... |
1/29/2013 1:22:12 PM |
1 |
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A dividend would probably be good short-term but I don't know if Ithaca is very well suited to such a model long-term. These days the 'in' thing is to offer a dividend, but I think the only way this is sustainable long term is if you... |
1/25/2013 9:58:58 PM |
4 |
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Fact is, unless Ithaca makes some sort of great asset purchase, there isn't a lot to look forward to in 2013. Next major production increases come in 2014. Long-term this stock is fine, but I wouldn't be surprised if the short/medium is... |
1/15/2013 2:02:21 PM |
3 |
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That also sounds like a fair interpretation. |
12/20/2012 11:16:50 AM |
1 |
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The PE is something to consider, I agree. But using PE alone, you'd end up with some sort of stupidly low result. Try to use PE on Encana, it doesn't really work. What's a fair valuation per flowing barrel when it comes to quality ... |
12/20/2012 9:57:08 AM |
1 |
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