Tim Plaehn

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    • Sun Nov 30th 14:24 PM
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      Rating: +2 0
      Commented on:
      Frontline's Earnings Do Not Paint a Clear Picture
      I believe that FRO has 8 or 9 single hull tankers that are required to be out of service by the end of 2010. New builds will just replace those.
      View article »
    • Thu Nov 27th 08:23 AM
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      Rating: 0 0
      Commented on:
      Oil Guesses Are Wrong Again, Contango Grows
      Do you have a link for the IEA report?
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    • Wed Nov 26th 13:11 PM
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      Rating: 0 0
      Commented on:
      Home Sales Continue to Grow in Sacramento, The Heart of Foreclosure Activity
      I have not been calling for a bottom. I have noted the strong increase in sales over the last 7 months and have stated the bottom will have arrived when the median price stops falling. While nationally existing home sales are still falling places like Las Vegas, So. Cal and Sacramento are selling homes at twice the rate of a year ago.

      The median sales price is skewed by the amount of foreclosed properties being sold. With 70% of sales as foreclosures in some areas, there is no way to calculate market values for homes of individual sellers. The banks are dumping properties at the best price they can get right now to the first qualified buyer.

      Until foreclosures become a minority of sales median prices will probably continue to fall.
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    • Wed Nov 26th 13:03 PM
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      Rating: 0 0
      Commented on:
      Atlas Pipeline: Call Option on Oil
      Skip in CA, I do think your analysis is correct. APL is a complicated company that has a lot of moving parts. I still believe that increasing energy prices will bail them out. The stock price has a lot of upside if the scenario works out. If energy prices stay low I think they will struggle.
      View article »
    • Tue Nov 25th 08:50 AM
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      Rating: +1 0
      Commented on:
      Looking Good: Genco in Particular, Shipping in General
      The important criteria with shipping companies is how they lease their ships. Long term charter, spot market or a combination. If you do not know how the company you are researching earns its money it is just gambling. Genco has all of its ships on long term leases. The danger was to bring on new ships and not be able to contract them at a profitable rate. Cancelling the ship orders only made good economic sense. The existing fleet is on long term contract and still earning the same money they were 6 months ago and will be earning 6 months from now. Plus or minus.

      If you believe that the Chinese economy will again drive the world's commodities markets, dry bulk shippers have excellent prospects.
      View article »
    • Wed Nov 19th 08:15 AM
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      Rating: 0 0
      Commented on:
      Going for High Yield Stocks
      This site and my blog are about stock market investing. If you are a CD investor, no reason to even look at stocks like these.
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    • Sat Nov 15th 14:39 PM
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      Rating: 0 0
      Commented on:
      Aegean Marine Petroleum Continues To Display Solid Growth
      As I noted in the article, ANW delivered a record amount of product in October and are on pace to do so in November. If it costs a ship owner $10k a day to own his ship he is still better off earning $5k per day rather than parking it.
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    • Thu Nov 13th 09:30 AM
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      Rating: 0 0
      Commented on:
      KHD Humboldt Wedag: Earnings Good Now, But Future Profits May Suffer
      This market has me clueless on what is seen as any kind of business value. KHD was undervalued at $25 per share, now under $10.
      View article »
    • Thu Nov 13th 09:28 AM
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      Rating: 0 0
      Commented on:
      The Future of Ethanol
      Mr Eye. Can't pick sorghum with a corn picker. Farmers each have million of dollars tied up in equipment to plant and harvest corn. It is what midwest American farmers have been doing since the self-cleaning plow was invented. How many farmers are you willing to subsidize to change over their machinery to plant and harvest another crop?
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    • Sun Nov 9th 08:34 AM
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      Rating: 0 0
      Commented on:
      Nordic American Tanker Pays Off Yet Again
      Tanker spot rates do not correlate directly with oil prices. It is more of a case of who needs oil where. Also, NAT and FRO are different beasts. NAT is strictly Suezmax, while FRO is mostly super tankers. Different markets, different rates.

      Currently the market seems to be clueless about high yield stocks in general.If NAT can average $1.00 per share for the next few quarters, you would be earning 13%. As you can see in my article they are averaging closer to $1.20 over the last 4 years.

      Spot tankers spot leases typically average 30-60 days. NAT has ships being released regularly. Spot rates averaged $54k for October and is back in the $63k range currently.
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    • Fri Nov 7th 08:19 AM
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      Rating: 0 0
      Commented on:
      Seven Highest Yielding Stocks Going Ex Dividend in November
      If the dividend has been declared, it will be paid. Check the stock for press releases. NAT just declared a $1.61 dividend to be paid to holder of record on 11/21. Buy a bunch!
      View article »
    • Sun Nov 2nd 18:16 PM
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      Rating: +1 0
      Commented on:
      Verasun Energy: Thin Margin Co's Are One Bad Economic Turn Away from Disaster
      Danno, farmers have done very well with ethanol and many if not most of the ethanol plants in the midwest are owned by farmer co-ops. Obviously you have never been to a farm. Try it sometime and talk to a farmer.
      View article »
    • Thu Oct 30th 21:23 PM
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      Rating: 0 0
      Commented on:
      Atlas Pipeline: As Dividend Continues, Why Is Stock Falling?
      I believe the MLP have a lot of non cash items that go against earnings but really do not affect cash flow. The important figure is distributable cash flow. That is the real money left after paying the expense. I believe from the last quarter report APL has about a 1.2 times coverage on the dividend. We will see what they report for Q3 next week.
      View article »
    • Mon Oct 13th 06:33 AM
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      Rating: 0 0
      Commented on:
      Inergy Stock Falling Is Further Evidence of Current Market Insanity
      Jack, I have never taken a close look at Surburban Propane, so I do not know what their growth strategy is.
      View article »
    • Mon Sep 29th 10:32 AM
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      Rating: 0 0
      Commented on:
      More Clues Housing Bottom May Be Near in Sacramento
      I take my data from broadly published reports that collect their data from the entire market. I understand someone can make different assumptions from walking around their block, but that is a pretty limited sample.

      There was a huge amount of fraud concerning the mortgages of those who bought or refinanced during the market peak of 2005 and 2006. I would assume that most of those homes have been walked away from by now and in the hands of banks. The 4000 buyers a month now in Sacramento are getting homes at attractive prices and with decent mortgages. Those buyers will be fine as will those who purchased before 2004 and did not refinance at higher values to withdraw cash.
      View article »