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People's United Financial Inc. Message Board

HRosenLDGT56A 39 posts  |  Last Activity: Apr 29, 2015 12:05 PM Member since: Feb 14, 1999
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  • Reply to

    what happend?

    by raman_ds Apr 29, 2015 10:26 AM
    hrosenldgt56a hrosenldgt56a Apr 29, 2015 12:05 PM Flag

    Volatile market. Lots of people with lots of profits here. Profit taking. Stock going up to the high end of its long term valuation range (p/e, p/s, etc). You have to decide for yourself: Is this a trade or a long term, multiyear holding? What do you think is "fair value?" Are you willing to pay a premium above fair value for a market leading company? Are you interested in dividend growth? Do you want to hold through general market and macro up and down turns? What is the nature and goals of your personal portfolio? What percentage of your portfolio do you want it to be? Do you want to hold a core position and trade around that? All of the answers are personal and much more complex than #$%$.

    Sentiment: Hold

  • Reply to

    Salmon are swimming back upstream...

    by hrosenldgt56a Mar 17, 2015 2:18 PM
    hrosenldgt56a hrosenldgt56a Apr 29, 2015 9:24 AM Flag

    What is your time frame for investing in MHG?

  • hrosenldgt56a by hrosenldgt56a Apr 27, 2015 4:46 PM Flag

    or, "How low can you go?" As there limbo bar got lowered all of the analysts piled on with sell, sell, sell, until the little toymaker hit the MAT at $22. Then the song changed and the same analysts raised the limbo bar with the final notch up on Friday by Goldman's Slacks new goal of $37. For those of you too young to remember the limbo craze, you'd do just as well to forget the analyst limbo phase. Despite the wiggle I still do love Barbie and Ken long term. Maybe MAT could ramp up sales by having Ken go through a Bruce Jenner identity crisis. You never know.

    Sentiment: Buy

  • hrosenldgt56a by hrosenldgt56a Apr 24, 2015 3:47 PM Flag

    Can anybody make heads or tails out of the "four month transition" release? Is management "kitchen-sinking" everything they can think of in order to get a clean start this year? Any ideas on what they earn from real operations? Is the dividend safe?Many more questions than answers.

  • hrosenldgt56a by hrosenldgt56a Apr 14, 2015 5:24 PM Flag

    performed much better than NSC. Why?

  • hrosenldgt56a by hrosenldgt56a Apr 8, 2015 3:51 PM Flag

    have to be completely revisited. This is not the old IGT. Analysts must factor in cost cutting and synergies from the merger. There are also cross-selling benefits.The "old" G-Tech traded at a p/e of 13. Estimates for 2015 were Euro !.59. How do you meld this with IGT estimates? Has anybody seen any post-merger estimates yet?

  • hrosenldgt56a by hrosenldgt56a Apr 7, 2015 9:19 AM Flag

    What happens to GTKYY shares?

  • Reply to

    Why I sold ISSC.

    by contangostudy Mar 25, 2015 10:47 AM
    hrosenldgt56a hrosenldgt56a Apr 4, 2015 4:18 PM Flag

    Kudos on your in-depth research and perseverance. I have had similar experiences with various I.R. department over the past decades. However, your persistence make me feel like a slacker. After a while I usually just give in to frustration, toss in the towel, and move on. If this is an example of your investment style and you would be most gracious, I'd like to know what you do choose to invest in. From: H in the Brooklyn Basement.

  • hrosenldgt56a by hrosenldgt56a Apr 3, 2015 10:09 AM Flag

    announcing the "new" CEO late in the afternoon of a three day break when most market participants already left their desks. Why do this? Why not wait until Monday when the desks are manned? The initial knee-jerk reaction from those still at the computer screen was negative: after some days of recovery,MAT hit yet a new 52 week low! I am long MAT but I found this maneuver quite frustrating. I hope that the "new" CEO spells out a cohesive plan next week that starts to turnaround the unanimously negative sentiment towards Barbie et al.

  • hrosenldgt56a by hrosenldgt56a Mar 31, 2015 1:17 PM Flag

    deal structured as a joint venture. LH, on the other hand, Purchased Covance. Which is the better approach to diversification?

  • Reply to

    Salmon are swimming back upstream...

    by hrosenldgt56a Mar 17, 2015 2:18 PM
    hrosenldgt56a hrosenldgt56a Mar 28, 2015 10:27 AM Flag

    Yes, Nordea's downgrade was the catalyst. With MHG.Ol at NK93, they put out a sell rating with a price target of NK77. In the short term earnings my be hit by oversupply and rising feed costs. However, FWIW, I believe that Nordea's dampening effect provided a good entry or add-to price. World consumption of proteins will grow as the world's middle class grows. Aquaculture will benefit from this. A shift away from meat will also help. MHG is the largest player and a consolidator in the field. They have a worldwide reach with the most efficient supply chain. Large buyers need to be safe. One upcoming catalyst might be a large contract from Costco. To get to more specific financials, while Nordea might have a price target of NK77, a consensus of 22 analysts has an average price target of NK105 which has remained virtually unchanged for a year. Earnings estimates are for NK8.64 for 2015 and NK10.30 for 2016. So, at NK91.95, the 2015 p/e is 10.6 and for 2016 it is 8.9. Finances are in good order and were improved with the recent cv call. While I did't like the short term dilution, I have to believe that management knows far better than I do about how to run the business. The kicker is thedividend. So, sit back and eat salmon. GLTA.

    Sentiment: Buy

  • hrosenldgt56a by hrosenldgt56a Mar 26, 2015 8:38 PM Flag

    Does anybody know the average maturity or duration of the holdings. I can't seem to locate this. Thanks.

  • Reply to

    No insider buying...pathetic

    by budandwee Mar 25, 2015 2:29 PM
    hrosenldgt56a hrosenldgt56a Mar 26, 2015 6:09 PM Flag

    The toy line is as dead as Velveeta Cheese and Ketchup. Upper income consumers want organic and quality; lower income consumers buy store brands to save a buck. And yet…….who wants Barbie? or American Girl? We'll see.

  • Reply to

    Salmon are swimming back upstream...

    by hrosenldgt56a Mar 17, 2015 2:18 PM
    hrosenldgt56a hrosenldgt56a Mar 25, 2015 4:33 PM Flag

    Hit some rough rapids today. Salmon smoked! Big volume but no news…where's the beef? (RIP Clara Peller)

    Sentiment: Strong Buy

  • hrosenldgt56a by hrosenldgt56a Mar 24, 2015 4:40 PM Flag

    Revenue grows 20%. EARNINGS UP 100%! Earnings beat estimates by 50%. The company has developed a good solid growth plan with specifics spelled out for the next 3-5 years. P/E drops from 20 to 16. Analysts upgrade target prices.A gem in this market.

    Sentiment: Strong Buy

  • Reply to

    Your right on so undervalued.

    by jborg4444 Feb 23, 2015 4:44 PM
    hrosenldgt56a hrosenldgt56a Mar 20, 2015 10:06 PM Flag

    One problem here is that this is tightly controlled. The IR department is totally non-responsive. The family will do what the family will do. So be it.

  • Reply to

    Trade in ...

    by hrosenldgt56a Mar 17, 2015 9:30 PM
    hrosenldgt56a hrosenldgt56a Mar 20, 2015 10:00 PM Flag

    So we will. Maybe all of the "takeover in the next five minute" touts can start pumping again. Hey, maybe the S&P selection committee purposely tossed AVP from the train so that they could buy up shares on the cheap. Maybe they knew in advance or even arranged for a private equity fund run by their brothers-in-law to arrange for the takeover to be announced over the weekend. Maybe they had practice from hiding the shooter on the grassy knoll?

  • Reply to

    AVP Volume

    by valuanalyst Mar 20, 2015 4:11 PM
    hrosenldgt56a hrosenldgt56a Mar 20, 2015 9:53 PM Flag

    How about the last S&P index fund stragglers exiting? This factor is now gone. Next week will be a better tell.

  • Reply to

    Salmon are swimming back upstream...

    by hrosenldgt56a Mar 17, 2015 2:18 PM
    hrosenldgt56a hrosenldgt56a Mar 20, 2015 3:44 PM Flag

    The deal is done. Let's see if shareholders won.

    Sentiment: Buy

  • Reply to

    Politics always plays a role….

    by hrosenldgt56a Mar 18, 2015 11:35 AM
    hrosenldgt56a hrosenldgt56a Mar 18, 2015 8:26 PM Flag

    What will Bibi do?

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