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18	member 12/19/08 7:09PM dividend cut no impact
0.11 was pretty bad on $75 oil assumption. stock had no reaction. view available tags
17	member 12/11/08 7:33PM RE: RE: RE: buy-ins
GS still has shares, so does MS. The divi cut is approaching, and the January one will be worse. I don't think PBT gets squeezed to 19 again before it goes down another 20% from view available tags
16	member 12/10/08 9:49PM RE: RE: buy-ins
Some of Goldman's prime brokerage clients who were short the stock had shares bought in today. This supports what has been pointed out in earlier posts - that while fundamentally sound, this investment idea... login to read the rest view available tags
15	member 12/10/08 7:41PM RE: buy-ins
buy-in by the trustee? how do you know that? view available tags
14	member 12/10/08 4:09PM buy-ins
As a head's up, shares were bought in today in PBT. view available tags
13	member 12/04/08 9:50PM RE: RE: Update
bpt looks like an attractive short too view available tags
12	member 12/04/08 9:48PM RE: RE: Update
december will be bad, january will be even worse. i think $11 could prove to be too conservative. when retail holders call their broker/wealth manager who has no explanation, and then the trustee can't help... login to read the rest view available tags
11	member 12/01/08 10:40PM RE: Update
According to the 10-q filed in november, as expected oil and gas production decline is accelerating. daily oil & gas production from underlying properties was down 9%. If i retool my very conservative dcf with... login to read the rest view available tags
7	member 11/04/08 3:10PM no borrow 2
I couldn't get borrow either. view available tags
6	member 11/04/08 11:23AM no borrow-so what's the point?
at least i couldn't find any. view available tags
4	member 10/30/08 3:55PM questions
thanks for the write-up, doobadoo.is this just a classic case of people falling asleep at the wheel, or even hoping for a rebound in the price for hydrocarbons? there appears to be little coverage,... login to read the rest view available tags

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			2021	2022
Price:	34.02	EPS	1.50	2.60
Shares Out. (in M):	375	P/E	22.7	13.1
Market Cap (in $M):	12,800	P/FCF	50	17.5
Net Debt (in $M):	-150	EBIT	900	1,400
TEV (in $M):	12,650	TEV/EBIT	14	9

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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