Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (53888)	5/21/2014 9:57:32 AM
From: gcrispin	1 Recommendation Recommended By Mattyice Read Replies (1) \| Respond to of 78594

Nice post. I recently sold my AGL. Bought at 36 several years ago and sold for a little over 53. Their big first quarter earnings will be difficult to replicate and insider selling has increased. VZ is my largest position as I kept my shares from the VOD deal and added to my holdings after selling all of my VOD in February. I recently took a position in Nept. I consider it more of a special situation than a value play. The upcoming conference call should be interesting. I still own DVN, DNR and PSO where I have posted my thoughts in this and the dividend board. I also have a large position in ERII. It also isn't a value play, but a niche player in the desalination business with 90 percent market share, outstanding gross margins, and a strong balance sheet. What makes this an interesting speculation is that they are leveraging their pressure exchanging expertise into energy saving products for the oil and gas sector. I think you will find the latest conference call worthwhile.

To: E_K_S who wrote (53888)	2/11/2021 9:10:54 AM
From: E_K_S	Read Replies (1) \| Respond to of 78594

Re: IPPLF bought this in 2014 and never really gained traction. Had one additional Buy 3/2020 at 25% what I originally paid. Brookfield's offer is around 70% of my original cost in 2014. So, market trying to determine what fair value is. Inter Pipeline says Brookfield's offer below fair value (Adds details on offer, background) Feb 11 (Reuters) - Canada's Inter Pipeline Ltd IPL said on Thursday that an unsolicited offer of up to C$18.25 ($14.41) per share from Brookfield Infrastructure Partners did not reflect the true value of the company. Brookfield, a company that acquires and manages infrastructure assets, offered C$16.50 per share on Wednesday, a 23% premium to the stock's prior closing price, and said it was willing to raise it to as much as C$18.25 if the pipeline operator gave it access to due diligence. At the top price, the offer would value Inter's equity at C$7.8 billion. Inter said that was not sufficient for the company to enter into exclusive talks with the infrastructure firm. The pipeline operator said Brookfield has not made a formal offer yet and if it does, the company's board will review with advisors and recommend shareholders about accepting or rejecting it. ------------------------------------------------------------ I also own PBA another Canadian pipeline company and that has worked out well. I have KMI and WMB in my pipeline basket. The sector is off it's 2014-2015 highs (most pipeline were 50% high in price). The Green New Deal proposals, canceling the XL-pipeline and limiting future fracking are all negative for the sector. EKS