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PVD Message Board

HRosenLDGT56A 42 posts  |  Last Activity: Oct 7, 2015 3:14 PM Member since: Feb 14, 1999
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  • hrosenldgt56a by hrosenldgt56a Oct 7, 2015 3:14 PM Flag

    here is the same as amlp. Why? As it is at a discount to NAV shouldn't the yield be higher? As it uses leverage shouldn't the yield be higher?

  • Reply to


    by hrosenldgt56a Mar 24, 2015 4:40 PM
    hrosenldgt56a hrosenldgt56a Oct 5, 2015 9:34 PM Flag

    Management continues with a well thought out growth plan with today's acquisition of Mobile Capital Holdings. Well done.

    Sentiment: Strong Buy

  • hrosenldgt56a by hrosenldgt56a Oct 5, 2015 10:19 AM Flag

    in 2016 is projected to be flat according to today's RBC downgrade and price target being lowered to $12 from $16. However, others see demand picking up again in 2016. The latter include Stifel who sees a bargain and places a target of $22 on AMAT. Goldman, Pacific Crest, B.Riley, Argus et al have targets of $20-$24. Since supply/demand imbalance drives the price of everything from Apples to Zinc, who has the better insight into the future?

  • hrosenldgt56a by hrosenldgt56a Oct 5, 2015 9:22 AM Flag

    last shows as $.26 on 6/16. Was there a September payment?

  • Reply to

    I just dont get it

    by blueosyster Sep 30, 2015 2:22 AM
    hrosenldgt56a hrosenldgt56a Oct 1, 2015 10:12 AM Flag

    Also, I believe that healthcare ETF's contributed to the free fall in prices across this sector. When investors sold their ETF's due to the Hillary scare related to Valeant et al, the healthcare ETFs had to sell all of their holdings across the board. Generics, hospitals, insurers et al got caught up in the indiscriminate selling. Aren't generics part of the solution rather than part of the problem? IF (a big if) I read this correctly then the healthcare babies which got thrown out with the bathwater should rebound more quickly as value hunters seek fundamentally sound companies. Just part of the new forces driving this market.

    Sentiment: Strong Buy

  • Reply to

    Why is the stock cratering?

    by jerrymathers Sep 25, 2015 2:45 PM
    hrosenldgt56a hrosenldgt56a Sep 25, 2015 5:07 PM Flag

    Hey, Beav, check out all health related stocks from pharma (MRK) to devices(MDT) to insurers (UNH). ???????

  • Reply to

    Im new what is going on over here?

    by amdiz113 Sep 3, 2015 11:55 AM
    hrosenldgt56a hrosenldgt56a Sep 22, 2015 4:45 PM Flag

    Go to the website for more information. There is a small lull this year with no new "Turtle"movie. There are new "Turtles" tv offerings and toys that go along with it. The next big "Turtle" movie is set for the summer of 2016. On the fundamentals ( based on market price of HK$1.40 or US$.18): They have no debt. The dividend yield is 7.1%: the ADR pays .0129 per share (HK$.10 on 0869.HK, which the main trading venue) CA/CL is 3.5/1. Book value is $.86 with $.65 in cash. The P/E is under 4. Can you find another company with numbers like this? The problem with the ADR is illiquidity and an often wide bid/ask spread. Be patient, don't overpay and you can accumulate shares over time. As you mentioned they had the number one selling toy brand last year. Unless the "Turtle" phenomenon is about to die the company should have upside for the next two years. I may be crazy but this is my favorite value stock in the world.

    Sentiment: Strong Buy

  • Reply to

    Management is trying hard...

    by hrosenldgt56a Sep 21, 2015 9:14 PM
    hrosenldgt56a hrosenldgt56a Sep 22, 2015 4:31 PM Flag

    Yes, that's the point. Mattel has quality products. The problem was in the marketing. Barbie was in a coma. Hopefully, given the right life support, she'll be resuscitated. Girls just wanna have fun.

    Sentiment: Strong Buy

  • hrosenldgt56a by hrosenldgt56a Sep 21, 2015 9:14 PM Flag

    to ramp up sales and capitalize on the strong portfolio offerings: The new interactive Barbie is the cover story in the September 20 New York Times magazine section. CBL properties multi-year deal will feature a play area partnership with Fisher-Price. Zendaya will launch a series of worldwide concert events highlighting Barbie's diverse appeal. The Warner Brothers deal features a DC comics license for action figures. Disney has renewed its partnership on the Toy Story franchise. Dreamworks is teaming with Mattel on Dinotrux. You can't fault these guys for not trying. Throw in the extra bucks sloshing around from gasoline and heating cost savings and the penchant for parents not to skimp on this kids and we have the makings of an excellent Christmas season.

    Sentiment: Strong Buy

  • Reply to


    by jm223827 Sep 10, 2015 6:57 PM
    hrosenldgt56a hrosenldgt56a Sep 20, 2015 2:20 PM Flag

    Isn't the distribution $.59 per quarter or $2.36?

  • Reply to

    Variable debt...

    by hrosenldgt56a Sep 16, 2015 4:21 PM
    hrosenldgt56a hrosenldgt56a Sep 17, 2015 1:08 PM Flag

    I just checked the 10K. P.69 has a section on interest rate risk which mentions that the company may use swap agreements to hedge risk. However, as of 12/31/14 there were no such swap agreements in place. I haven't seen the latest 10Q to se if this has changed.

  • hrosenldgt56a by hrosenldgt56a Sep 16, 2015 4:21 PM Flag

    might possibly be the reason for the poor action in FMC. JPMorgan just published a list of companies at risk if the Fed hikes rates. Number 1 was FMC with 37% of its debt variable. Why hasn't management locked in rates in this low rate environment? I just sent an e-mail to FMC asking them this question.

    Sentiment: Strong Buy

  • hrosenldgt56a by hrosenldgt56a Sep 15, 2015 6:23 PM Flag

    management for unlocking value with the Twin Peaks Timber deal. In this era of high frequency day trading it's a blessing to still see a managemtnteam that thinks in terms of 15 year returns. Get rich slowly.

    Sentiment: Strong Buy

  • hrosenldgt56a by hrosenldgt56a Sep 14, 2015 11:41 AM Flag

    What are the implications for NBG if Tsipras wins? If Meimarkis wins? If either can form a coalition and move ahead with reforms, the ECB will continue to support Greece. If not, ???? Any ideas?

  • Reply to

    Will Monsanto come after FMC now?

    by jmedwick Aug 26, 2015 6:34 PM
    hrosenldgt56a hrosenldgt56a Sep 10, 2015 12:06 PM Flag

    Why not? This would be a small bite for MON compared to the SYT takeover attempt. If MON truly wants to diversify into ag chemicals. why not start with FMC? They already work together on RoundUp products. They can cross sell to their customers and keep all of the combined revenues. They would also gain access to new customers. There have been large insider purchases of FMC lately, so, in this "us-against-you" environment a bid in the short term looks unlikely as the cry of "insider trading" would roar. Also, MON can wait to see how the Cheminova integration progresses. Somewhere down the road, however, this deal seems quite possible. I currently own FMC based on the long term ag fundamentals. Any MON move would be a pleasant surprise.

    Sentiment: Strong Buy

  • hrosenldgt56a by hrosenldgt56a Sep 7, 2015 9:06 PM Flag

    What percentage of loans are energy related?

  • Reply to

    I bought 36K

    by peterhodking Aug 4, 2015 3:13 AM
    hrosenldgt56a hrosenldgt56a Sep 6, 2015 1:25 PM Flag

    what pleasure do you get in schadenfreude?

  • hrosenldgt56a hrosenldgt56a Sep 2, 2015 4:22 PM Flag

    Are you in good health? Do you have a happy personal life? Stock investing is just a business. I'm sure you have some investments that did well. Perspective is everything. Sure, you don't like the "would-shoulda-coulda's." However you don't have to inflict "pain" on yourself because of it. Best wishes for a happy life. H.

  • hrosenldgt56a by hrosenldgt56a Aug 31, 2015 2:56 PM Flag

    has years of experience in the restaurant business. What can he do for Crawford?

    Sentiment: Buy

  • hrosenldgt56a hrosenldgt56a Aug 20, 2015 5:58 PM Flag

    Who is the best INTC analyst? David Wong (CFA,PhD.-impressive letters!) of Wells Fargo issued an Outperform rating rating yesterday with a Fair Value of $40-$50. INTC is Wells' top pick in semiconductors. Who are we to believe? What is the small, individual investor to make of this? We certainly don't have the resources to do an in-depth analysis of our own. Re:Intel, there are a myriad or even a plethora of analysts.How can analysts look at the same data and come to such diametrically opposite conclusions? We're not talking a few bucks here but Billions in market cap. Quite a conundrum. Does anybody have any ideas on how to make sense of this?