(14.02.2019, 10:07)Thor3 schrieb: @fahri
Warum sollte ich schadenfroh sein? Ich wünsche ALLEN STETS GOOD INVESTING!Du hast doch selbst Zugang zu SSD, also auch für Dich keine Überraschung, oder?
Im Fall CTL hatte ich eine dezidierte Meinung, die aber nun wirklich nicht besonders originell war, denn tatsächlich war es "writing on the wall" wenn man die gesammelten Roten Flaggen ansieht.
@MrPassiv
Das mit dem "Lügen" sehen andere auch so ... hat wirklich was von Richard Kinder (KMI).
Ich habe mir die Stunde earnings call nicht gegeben, aber jemand auf SeekingAlpha tat es ....
"Look at Storey's (CEO) response to Simon Flannery's question "What factors caused the dividend cut now?" Storey's responded that "I didn't like the yield we were generating. If we look at the closing stock price, that is a yield of 15%. I don't think this is appropriate."
David Barton pointed out that yield was high because stock price was down because of earning miss in quarter 3, their body language in the CC and rumors there would be a dividend cut. Storey's response was pure double talk. "I didn't say the yield being high informed the decision".
Nick Del Dao asked if M&A was more feasible given the capital allocation and Storey responded with more double talk. "I don't see any major M&A in the foreseeable future" followed by "however, generic M&A standpoint, we look at capabilities that we lack and products capabilities out there or talent capabilities that we need to help us where our customers are going" I call BS on this response. they are going after some M&A and they needed the dividend cut and the additional $800 mil to $1 B to fund this M&A.
Storey is a liar."
https://seekingalpha.com/article/4240816...transcript
Hier noch mal der link zum Zitat vom 8.11.2018:
https://www.fool.com/earnings/call-trans...ce-ca.aspx
In dem Kontext sieht das nicht gut aus für CTL. Das wird zumindest mal überprüft werden müssen von der SEC.
