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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?


To: John Pitera who wrote (2565)10/30/2001 8:09:53 AM
From: Stoctrash  Read Replies (1) | Respond to of 2850
 
yeah..but they HAD a PE...LOL!!!!
Posession is 9/10th's of the law :-0 Right?



To: John Pitera who wrote (2565)11/5/2001 5:45:09 PM
From: Logain Ablar  Read Replies (1) | Respond to of 2850
 
Hi John:

Schaeffer is still bearish.

schaeffersresearch.com

On a separate note NAT is back in range. I'm not pulling the trigger since I'm trying to understand what the various scenarios are to oil supply and prices over the next 6 months (with impact on lease rates) as well as determine what the new floor in the stock will be. At this point I'm assuming the dividend goes back to the $1.36 annual (at least for next quarter) rate (current shipping rates are below the rate for BP to have to pay any additional hire).

The $1.36 gives a 10% rate @ current prices yet the stock can go to a 13.5% rate which pegs it around $10.

I'm wrestling with the 10% rate in the current interest rate environment.

Sorry to hear of a family issue. I hope for the best with you and the family.

Tim



To: John Pitera who wrote (2565)11/12/2001 11:37:05 AM
From: Logain Ablar  Read Replies (2) | Respond to of 2850
 
Hi John:

Well it looks like the Dynergy deal is good for both sides. Current shareholders should benefit. From what I've read lately the following people / positions @ ENE should be fired for either knowing and helping in the fraud (this includes knowing and looking the other way) or for incompetence.
1) Chairman. Imagine releasing earnings and not mentioning the restatement.
2) CEO & President. Well we now know why he resigned.
3) CFO - we now know why he was forced out & assistants involved with the scheme.
4) Treasurer & top assistant(s).
5) Controller & top assistant(s).
7) Head of Internal Audit and top assistant(s).
8) Head of Taxes.
9) Audit Partner (@AA), senior manager and manager.

I assume some other operational head is involved.

This is the list is ENE stayed independent. Most of these positons will be eliminated in consolidation but watch Dnergy replace them.

Tim