tag:blogger.com,1999:blog-29297569.post1912750203813550723..comments2024-03-26T23:33:33.839-04:00Comments on Notable Calls: AbitibiBowater Inc (NYSE:ABH): Actionable Call Alert!notablecallshttp://www.blogger.com/profile/11353264365980606102noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-29297569.post-67465611402087261592008-02-22T00:45:00.000-05:002008-02-22T00:45:00.000-05:00Whats going on with SNCR? is this a good buy at th...Whats going on with SNCR? is this a good buy at these levels?Unknownhttps://www.blogger.com/profile/12714894658624320361noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-29003456320451588902008-02-21T11:34:00.000-05:002008-02-21T11:34:00.000-05:00Bear pitch: - Price hike is not "unexpected", its ...Bear pitch: <BR/><BR/>- Price hike is not "unexpected", its industry-wide, and priced into the stock. <BR/>- Long term trend moving away from print media for advertising and entertainment puts negative pressure on the stock<BR/>- Plants and mills not shutting down fast enough to keep up with drop in demand<BR/>- Lumber prices at historic lows because of ailing housing market<BR/>- Nearly 2 billion in debt maturing end of year will suck a good amount of that price-hike related liquidity <BR/>- Credit rating downgrade to CCC (Deteriorating) yesterday by Fitch<BR/><BR/>No doubt the price target is aggressive, and the conference today could move the stock (curious to see what positive light CFO could shed). Just highlighting the risk.<BR/><BR/>I didn't get that water and Greenville reference though. Please explain :)Unknownhttps://www.blogger.com/profile/07771391168848817470noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-34330076239595471132008-02-21T11:30:00.000-05:002008-02-21T11:30:00.000-05:00Good luck making the price hike stick. At $560/to...Good luck making the price hike stick. At $560/ton, ABH is looking at possible BK. At $700/ton they print money.<BR/><BR/>Where is the increased demand or reduced capacity is coming from to allow them to raise price? In fact, WY recently said they are reopening a pulp mill.<BR/><BR/>Fitch just downgraded ABH debt today.dcxavierhttps://www.blogger.com/profile/17215383069141197123noreply@blogger.com