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The 10 Most Recent Messages By wouter28

Take me back to where I was.
  • Date: 12/29/17 12:50 PM
  • Number: 6455
  • Recommendations: 0
Here are my picks:

MOMO - growing quickly, very profitable with 20% of market cap value in cash and no debt all for a PE of 15

ANET - great management, great margins and not too expensive

SHOP - always expensive but a
(Continued...)
  • Date: 12/14/17 10:41 PM
  • Number: 3132
  • Recommendations: 8
Linked below is a CNBC article that lists the main beneficiaries of the upcoming tax bill. MKI with its current 44% effective tax rate is one of the companies listed.

(Continued...)
  • Date: 12/7/17 5:51 PM
  • Number: 3130
  • Recommendations: 12
Great news after hours with Canada's National Energy Board saying that KMI can move forward with construction without getting certain municipal permits. The reason the stock fell on Monday despite good guidance was because KMI pointed out there
(Continued...)
  • Date: 12/7/17 2:05 AM
  • Number: 3127
  • Recommendations: 4
Thomas Martin, a VP at KMI, purchased 3,000 shares of stock on Tuesday (12/5) at and average cost of $17.10 for a total value of $51,300. See the Form 4 filed with the SEC earlier today:

(Continued...)
  • Date: 12/4/17 6:06 PM
  • Number: 3125
  • Recommendations: 24
The company just came out with their 2018 guidance calling for a 3% increase in distributable cash flow (DCF) to $2.05 per share and a 4.5% increase in adjusted EBITDA to $7.5 billion.
They are also sticking with their dividend guidance of
(Continued...)
  • Date: 12/4/17 2:55 PM
  • Number: 34533
  • Recommendations: 12
A detailed breakdown of NTNX, their latest earnings and a look at the valuation.

(Continued...)
  • Date: 12/2/17 12:09 PM
  • Number: 3121
  • Recommendations: 0
I see Jim Mueller (TMFTortoise) is also long the same 2020 calls that have been discussed here. Looking at his profile, you can see his holdings include:

Long Jan 2020 $15 calls on KMI, Long Jan 2020 $17 calls on KMI, Long Jan 2020 $20
(Continued...)
  • Date: 11/30/17 8:02 PM
  • Number: 3120
  • Recommendations: 6
Some good news on the Trans Mountain pipeline project:

https://finance.yahoo.com/news/canada-backs-kinder-morgan-pi...

Canada's
(Continued...)
  • Date: 11/30/17 6:50 PM
  • Number: 34424
  • Recommendations: 8
I think part of the reason that UBNT's share price has held up well despite some volatility in the Nasdaq is that there has been a good amount of short covering in the last few weeks. Shares short peeked at around 11M shares on 10/13 and
(Continued...)
  • Date: 11/30/17 6:49 PM
  • Number: 802
  • Recommendations: 9
I think part of the reason that UBNT's share price has held up well despite some volatility in the Nasdaq is that there has been a good amount of short covering in the last few weeks. Shares short peeked at around 11M shares on 10/13 and
(Continued...)
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Total = 10

Take me back to where I was.
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