Daniel Rohr
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Anglo American’s high-tech iDirectors…… think, SEC filings are generally informative and even occasionally entertaining. Thanks to a tip from our colleague, Daniel Rohr , a senior analyst at Morningstar, we can share an entertaining nugget from a new annual report, as well as report …
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Underperformance Doesn't Equal Cheap
… firms that passed the screen. Plum Creek Timber PCL Fair Value Uncertainty: High | One-Year Return: -5.7% | Daniel Rohr writes in his Premium Analyst Report : With only a small manufacturing business to speak of, Plum Creek's value unquestionably …
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Credit Outlook: Sector Updates and Top Bond Picks
… laws will allow Scana to recover its capital investment as well as any stranded costs through rate-base increases. Daniel Rohr , Joscelyn Mackay, Julie Stralow, Michael Hodel, Jim Leonard, Rick Tauber, Jeff Cannon, Min Tang-Varner, and …
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Credit Outlook: Sector Updates and Top Bond Picks
… as of Sept. 30), two important qualities if indeed we're looking at an extended period of weakness for Europe. Daniel Rohr , Joscelyn Mackay, Julie Stralow, Michael Hodel, Jim Leonard, Rick Tauber, Jeff Cannon, Min Tang-Varner, Joseph …
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Credit Outlook: Sector Updates and Top Bond Picks
… representing a multinotch upgrade and driving spread tightening as investment-grade buyers move into the name. Daniel Rohr , Joscelyn Mackay, Julie Stralow, Michael Hodel, Jim Leonard, Rick Tauber, Jeff Cannon, Min Tang-Varner, Travis …
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Nalco: We Can Double Our Growth RateDaniel Rohr : Hi. I am Dan Rohr, Morningstar Analyst on the Basic Materials team at our 2010 Stocks Forum, and joining me today is Rich …
Daniel Rohr : Hi. I am Dan Rohr, Morningstar Analyst on the Basic Materials team at our 2010 Stocks Forum, and joining me today -
Rising Commodity Prices a Boon for Miners' Balance Sheets… credit quality of some miners and see how rising commodity prices will affect that. Dan, thanks for joining me today. Daniel Rohr : Thanks for having me, Jeremy. Glaser : So, how have the mining companies recovered from the depths of the downturn …
rising commodity prices will affect that. Dan, thanks for joining me today. Daniel Rohr : Thanks for having me, Jeremy. Glaser : So, how have the mining companies recovered from the depths of the downturn? Rohr -
Mixed Performance Ahead for Credit Sector
… Although we rate Nucor a notch higher than POSCO, the prevailing spread between the two firms' bonds seems too wide. Daniel Rohr , Joscelyn Mackay, Julie Stralow, Michael Hodel, Jim Leonard, Rick Tauber, Jeff Cannon, Min Tang-Varner, Travis …
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Bonds on Sale at Buffett's Favorite Steel Company… take a look at Posco and see if its bonds are attractive. Thanks for joining me today. Bridget Freas: Thank you. Daniel Rohr : Thanks, Jeremy. Glaser: So Bridget, let's talk a little bit about why Warren Buffett likes Posco so much, we …
bonds are attractive. Thanks for joining me today. Bridget Freas: Thank you. Daniel Rohr : Thanks, Jeremy. Glaser: So Bridget, let's talk a little bit about why Warren Buffett likes Posco so much, we give it a -
Credit Outlook: Sector Updates and Top Bond Picks
… they trade around 150 bps wide of peer Arch Coal's 7.25% notes of 2020 (T+329 bps to Oct 18 call @100). Daniel Rohr , Joscelyn Mackay, Julie Stralow, Michael Hodel, Patrick Goff, Rick Tauber, Jeff Cannon, Min Tang-Varner and …