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6/23/04 12:53PM
AEP - dman976
Sorry for the delayed response, I haven't checked this thread in a while.
I think AEP will continue to show steady improvement over the next two years and could be a $2.65 EPS story. That... login to read the rest
AEP just reported a disappointing Q3, though the stock is holding up well. Earnings missed primarily because of problems at non-utility operations (some lingering, some new like freight charges on coal shipped to UK... login to read the rest
...The reason I really think this is an interesting turnaround is less the magnitude of the stock price move (33% - 50%) over two years plus dividends but it inevitability. Because of this, using... login to read the rest
On the call today, mgmt mentioned the waivers cost them $20k. It is probably double this time around as they missed all 3 covenants. On the bright side, DSOs were down...this happens if you have
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