What the Market Taught Me This Week

• Report this Comment On March 11, 2011, at 7:04 PM, TCock2 wrote:

  what are your facts to support your accusatory position and commentary for Cheniere?

  can you help me out here?

• Report this Comment On March 12, 2011, at 5:57 PM, davidxiestudio wrote:

  Tkae a look at this financial blog; http://www.staranalystonline.com

  ACTS and lPH are two very possible next two stocks to be bought private at current low price level.

• Report this Comment On March 14, 2011, at 11:21 AM, TCock2 wrote:

  Travis,

  Perhaps you are still gathering your thoughts and looking for facts to support the flavor of commentary you published. Perhaps the tragedy in Japan has diverted your attention to the situation. Or, perhaps...? I don't know.

  But, still, after thinking more about your comments from last Friday, and Anders' from earlier last week, I continue to find myself frustrated by the accusatory posture you both take with your writing.

  Your very headline is asking what I believe you know, is a ridiculous question - setting the theme of your story right from the start.

  Your opening paragraph goes on to outline

  Then, you clearly implied guilt simply due to what you deem as a complex corporate structure when you wrote, "The twisted web (you described in the previous paragraph) may have caught up with Cheniere..."

  I appreciate your admittance in the end that perhaps some corporate structures are too complicated for you, but I am still perplexed - why write as if such a structure (one that you admit you don't understand), in itself must imply guilt.

  Really?

  And, while you are correct in saying that it wasn't the accusation made that triggered the market response but the suit filed that did, what you failed to do was tell the whole story.

  Centerbridge, a hedge fund company (snicker, snicker) via a simply letter accused Cheniere's subsidiary of improper revenue recognition.

  Centerbridge when on to verbally perpetuate the accusation - despite of audits and SEC files that state otherwise.

  Why then would Centerbridge do such a thing?

  Well, by declaring them in default, the senior notes held be Centerbridge are due immediately. Centerbridge doesn't have to wait for their money.

  Perhaps they saw something, perhaps they jumped the gun, perhaps they are desperate themselves? Are they in need of revenue so bad that they were willing to take such a risk?

  Then, as you mentioned Cheniere - defending its position, filed suit and filed notification to the SEC, and bingo - public knowledge...

  But, again, why are you, and Anders, so quick to write articles that put guilt ahead of the process?

  Anders' article brought the accusations into the light, the way he wrote it though made it sound as if the news was Cheniere was guilty of the accusation. But as for the market reaction, Ander's accusatory way of writing was the cause.

  Why is this such a thorn in my side? Because I think you, Anders, and a couple of others miss the bigger part of this. I think what is missed is that articles such as yours and this media conduit called the WorldWIdeWeb, have greater power than you may realize.

  Think about what has recently happened in the middle east - look at what Facebook has done, Egypt will probably name their revolution after it.

  So, with such a powerful tool at your disposal, please, take some responsibility for not only your words, but they way they are used.

  If you have something that backs up your position, please enlighten me. Not doing so only handicaps us out here.

  Thanks.

• Report this Comment On March 16, 2011, at 2:21 AM, DividendDude wrote:

  I noticed that the sudden sell off of the Cheniere stocks (CQP and LNG) coincided with their SEC filing announcing a bonus program that seemed VERY lucrative. I sold my Cheniere stocks a week before this announcement, but I would have been VERY upset if I would have still owned them.

• Report this Comment On March 19, 2011, at 8:31 PM, DividendDude wrote:

  What a tremendous buying opportunity here. I sold my CQP last week for $22, with no intentions of getting back into Cheniere stock. But, being a wise old Fool, I jumped back in at $17 for the $1.70 dividend (10% yield).

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