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- ECB Balance Sheet Continues to Grow Exponentially
- Prudent Speculations submits: Politicians in the Eurozone are relieved these days as they see commodities and especially crude oil prices retracting to levels last seen a year earlier. But the improving outlook on the price front comes at the heavy price of monetary inflation. The hope for a slowdown...
- External links 2008-10-22
- Pioneer Southwest Energy's Perfect Timing of the Oil Market
- Prudent Speculations submits: Nearly every oil company in America is struggling to deal with lower commodity prices. The majority of these companies have chosen to respond to declining commodity prices with severe drilling cutbacks and asset sales. However, Pioneer Southwest Energy Partners PSE is likely to stand out...
- External links 2009-02-09
- First Marblehead: The Future Returns
- Prudent Speculations submits: While the future is always uncertain, it is looking slightly brighter for First Marblehead FMD. The company’s quarterly report last Monday shows a company that is striving to ensure that it is still an independent entity when activity in the credit markets returns. While...
- External links 2009-02-04
- The Dwindling Value in AIG
- Prudent Speculations submits: The demise of [[AIG]] has been well documented in the business press over the last year. The company’s insatiable thirst for cash to satisfy its derivative contracts will likely become the stuff of legends in future business school case studies. While the...
- External links 2009-02-02
- Dow and Rohm & Haas: Some Deals Are Too Risky These Days
- Prudent Speculations submits: Last July I wrote a blog entry that discussed the possibility of margin and multiple expansion at Dow Chemical DOW. The thesis of this recommendation centered around Dow Chemical’s acquisition of Rohm & Haas ROH and the company’s ability to pass on price increases and its...
- External links 2009-02-02
- Fixing the Financial Industry
- Prudent Speculations submits: Fred Joseph, co-founder of Morgan Joseph had some interesting commentary on the state of the financial industry on Bloomberg last week that I thought would be appropriate to discuss here. The interview with Joseph on Bloomberg can be found below. Joseph’s commentary is...
- External links 2009-01-26
- Atlas Energy: Following the Money
- Prudent Speculations submits: In a world where finding investment capital has become a fine art, Atlas Energy Resources ATN has shown its ability to do what no other energy company could even dream of undertaking in the current credit environment. Unlike any of its competitors, Atlas Energy operates...
- External links 2009-01-14
- Combining the Pickens Plan and an Auto Bailout
- Prudent Speculations submits: With the automakers in such dire straits and in search of government funding for the second time this year, it is only natural to assume that the federal government will be able to dictate terms to America’s once proud industrial titans. With the changing political climate, these...
- External links 2008-11-12
- Why I Am Long National City
- Prudent Speculations submits: PNC Financial’s PNC purchase of National City NCC is an absolute travesty for National City shareholders and for the banks that chose to forgo a purchase of the Ohio lender. The company’s recent quarterly report was fairly positive in my opinion, as it showed a company that...
- External links 2008-10-27
- The Potemkin Village Called Recovery
- Prudent Speculations submits: Do you think this spike in US economic activity in Q3 2009 is the beginning of the next up leg? Better think twice. by Prudent Speculations
- External links 2009-11-01
Additional Resources
- The Fall of Semgroup and Its Impact on Oil Price
- Prudent Speculations submits: Anyone who follows the MLP sector is undoubtedly aware of the recent implosion of Semgroup Energy Partners (Nasdaq:SGLP). There have been several articles in the press that list this event as example #1 of why one should not be involved in the sector. I questioned that...
- External links 2008-08-01
- Is There Hidden Value in Universal American?
- Prudent Speculations submits: I have followed Universal American UAM ever since it was Universal American Financial UHCO and I even managed to own shares in the company from 2004-2005 during the stock’s great run up in preparation for the company’s entrance into the realm of Medicare supported insurance products for...
- External links 2008-08-06
- Don't Discount the Fee Income at Fannie Mae
- Prudent Speculations submits: The recent news that Fannie Mae FNM will raise the fees that it charges mortgage originators to assume the liabilities related to their loans will significantly help the company going forward. In raising the fee that it collects for buying and guaranteeing mortgages from .25% to .50%...
- External links 2008-08-06
- Penn Octane Corp.: MicroCap Oil and Gas Property Developer with Big Potential
- Prudent Speculations submits: Penn Octane POCC is a micro-cap company whose upside will be driven by the migration of U.S. oil and gas properties into the MLP structure. Penn Octane owns 75% of Rio Vista Energy Partners' RVEP general partner, entitling Penn Octane to an ever-increasing share of Rio Vistas’...
- External links 2008-08-12
- First Marblehead: Miracles Do Happen
- Prudent Speculations submits: Monday’s news that Goldman Sachs Capital Partners would be completing its deal with First Marblehead FMD should be viewed as a significant positive event for the company and its shareholders. The deal is set to give First Marblehead $132.7M in additional capital along with a much needed...
- External links 2008-08-19
- Atlas Energy: More 'Criminally Undervalued' Than Cramer Realizes
- Prudent Speculations submits: As many of you know, I have been a longtime fan of the Atlas family of companies. For those that are interested you can find a brief write up of mine of the parent company, Atlas America ATLS here. Of the Atlas America subsidiaries, Atlas Energy Resources ATN...
- External links 2008-08-22
- Short Thesis Still Intact at FirstFed
- Prudent Speculations submits: I have been bearish on FirstFed Financial FED for sometime and despite the stock’s recent run up and what would appear at first glance to be a slight improvement in the company’s underlying fundamentals, I believe that the short case for the company bears reiteration. FirstFed,...
- External links 2008-08-27
- GSE Bailout Likely Marks a Bottom in Financials
- Prudent Speculations submits: This weekend's news that the Federal government has placed Fannie Mae FNM and Freddie Mac FRE into conservatorship likely marks a bottom in financials and provides further support for the July lows. Below I have tried to summarize some of the key points that I believe warrant...
- External links 2008-09-08
- Can the US Government Afford Future Bailouts?
- Prudent Speculations submits: Simply put, yes it can. In the days following the bailouts of Fannie Mae FNM and Freddie Mac FRE there have been countless pundits on television and many articles on Seeking Alpha and other investment sites proposing the misplaced thesis that we should worry about the US...
- External links 2008-09-10
- Finding Morgan Stanley a Suitor
- Prudent Speculations submits: The dismal performance on Wednesday of our country's two largest independent investment banks has resulted in rampant speculation that these banks will be forced to merge with a traditional commercial bank in order to get access to the commercial bank’s large deposit base. Such an action would...
- External links 2008-09-18
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