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Becton, Dickinson and Company Message Board

algo41 40 posts  |  Last Activity: Apr 24, 2015 8:54 PM Member since: Jun 12, 2000
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  • The more the stock goes up, the more some shorts feel the need to post every 10 minutes. Posts rarely impact stock price, even when they have something new and significant to say. I guess it makes the shorts feel better. And the fact is, if not for tax consequences, I would sell some MCD myself. Maybe all day breakfast can be made to work without causing even worse service.

  • Reply to

    Stock drop continues

    by pezaguy Mar 12, 2015 10:54 AM
    algo41 algo41 Mar 12, 2015 11:20 AM Flag

    I guess the Roth conference presentation didn't go any better than the earnings conference call. The results are what they are, but response to questions was not exactly illuminating, except perhaps in a negative sense.

  • Reply to

    Why does EQR distribute

    by investors_liberation_movement Jan 23, 2015 9:44 AM
    algo41 algo41 Feb 24, 2015 1:14 PM Flag

    It does so because it thinks its shareholders desire this. Since the proper metric is FFO, or at least some version of it, EQR can return more than net income and still grow. Returns of capital to a shareholder are not taxed.

  • Reply to

    Why I Shorted?

    by jhperk2003 Feb 27, 2015 10:01 AM
    algo41 algo41 Feb 27, 2015 3:31 PM Flag

    Jh, At least not until they have families. You are certainly taking a long range view, which is not a criticism.

  • Reply to

    10-K is out

    by steve_382n Mar 17, 2015 4:56 PM
    algo41 algo41 Mar 17, 2015 9:32 PM Flag

    Steve, I got a headache from the 10-k. 2015 seems like a flat year given the guidance, after a very good 2014. I don't know how seriously to take the COMPASS suit, and it sounds like more environmental charges probably await; COMPASS can't be good for their reputation. On the other hand, they have $32 mil in cash and got about 18 mil in Feb 2015. The environmental reserve is down to about 7 mil. Dec earnings were with only 1/2 quarter of RFL and were quite good given that they were up against a very tough comparison. The fact that they didn't repurchase shares in 4th qtr., especially after the RFL sale agreement, is surprising. Maybe they think an acquisition is likely.

  • Reply to

    10-K is out

    by steve_382n Mar 17, 2015 4:56 PM
    algo41 algo41 Mar 18, 2015 6:39 PM Flag

    I am not happy with their reporting. Some companies reconcile GAAP and non-GAAP eps, and I think they should do the same. Also, they took out over 500k of "other costs" from adjusted EBITDA. That is too large a number not to provide more granularity. If they had conference calls, I presume they would have had to address that.

  • writer thinks TLF is very undervalued. Whether or not you agree, it is worth reading.

  • Reply to

    Happy Days for us longs

    by goodnicknamesaregone Apr 18, 2015 9:32 AM
    algo41 algo41 Apr 19, 2015 8:45 PM Flag

    For a stock followed by 15 analysts, it is remarkable by how much they have underestimated earnings for the last 4 quarters (cf. Yahoo). Also, I was listening to Squawk on the Street the morning earnings came out, perhaps not attentively enough, but while they mentioned AMD, a much smaller cap stock, CE was apparently not mentioned at all despite such a huge beat.

  • algo41 algo41 Mar 5, 2015 1:45 PM Flag

    Net of federal benefit, the total expected cash outflow as a result of the settlement will be in the range of $21,000,000 to $22,000,000.

  • algo41 by algo41 Feb 24, 2015 9:05 AM Flag

    Less than usual in info provided and 10-k won't be out for a while. I hope in making projections for 2015 they were based on recent FX values, not FX values as of Dec 31. In 2013 US sales were 58% of total.

  • algo41 algo41 Feb 26, 2015 4:24 PM Flag

    Estimate is based on 7 analysts, but only 5 modified their estimates in the last 7 days, and maybe not all the 5 revisions were after earnings were announced. I notice lots of apparent discrepancies in the Yahoo figures. I wonder how much analyst turnover there is as regards who is submitting estimates.

  • I note that MCD was up significantly today because of renewed talk of splitting that company into a company that owns its properties and enjoys REIT status and the rest of the company. CBRL could do the same thing.

    A few yeas ago the comparable tax status got out of hand in Canada and they just eliminated it even for companies that already had tax free status (I owned Canadian Oil Sands at the time which lost its tax free status over a transition period).

  • Doesn't sound like McDonald's has one, although the first thing you should do, at least for a first degree burn, is run it under cold water or ice it (this is what I have been told)

    " But has a manager ever told you to “put some mustard” on a bad burn?

    That is what’s being alleged against McDonald's Corp. by workers who filed 28 health and safety complaints against the fast-food giant in 19 cities on Monday via a union backed-group, known as Fast Food Forward or Fight for $15. The group launched a petition on Monday calling on the U.S. Department of Labor to investigate the fast-food industry over health and safety hazards.

    Everyone knows that it's no picnic to work at most fast-food restaurants—low pay, lots of evening hours, but often not enough hours, along with limited career prospects. But according to new research pointed out by Fight for $15, some 2.8 million workers were burned on the job this year. That is four out of five fast-food workers."

  • Reply to

    Casey's is proof Wall Street is ignorant!!

    by jhhouseman Mar 10, 2015 1:25 AM
    algo41 algo41 Mar 10, 2015 5:48 PM Flag

    I know the drop in revenue was cited as an explanation for stock price movement, but it makes so little sense, especially with monthly sales reports, I think it is just a rationalization. However, I have no alternative explanation.

  • Reply to

    HOKA POKA

    by raskolnikov88 Mar 11, 2015 4:25 PM
    algo41 algo41 Mar 18, 2015 5:44 PM Flag

    Verypure, one advantage of being interested in Deckers is seeing your posts.

    HOKA says that their sneakers have engineered a unique performance midsole geometry that features a higher volume, softer density, and greater rebounding foam than standard running shoes.The midsole geometry provides an uncommonly energizing, stable ride that has inspired countless runners to keep running."

    Now as I have foot and knee problems I cannot see how the above would help me. Once they have walking shoes it may be another story.

  • Reply to

    Stock drop continues

    by pezaguy Mar 12, 2015 10:54 AM
    algo41 algo41 Mar 18, 2015 5:56 PM Flag

    Paige, as far as I can see your information about "all the insider selling" is wrong or possibly highly exaggerated. There was a major outside shareholder who sold a significant number of shares some time ago. Would you care to provide some backup? I sold some shares right after the report, and since institutional shareholders are major holders, I am sure they sold a lot. That is different than insiders.

  • algo41 by algo41 Mar 27, 2015 9:39 AM Flag

    Not exactly overwhelming. Last time tendering did not work out well, but who knows this time. Does anyone know what the term "affiliates" means in the context of the offer?

  • Reply to

    tender offer

    by algo41 Mar 27, 2015 9:39 AM
    algo41 algo41 Mar 27, 2015 1:05 PM Flag

    Thanks, Steve. It seems any of the smaller shareholders can probably sell at 42 today. I wonder if the offer is going to be under subscribed.

  • Reply to

    HOKA POKA

    by raskolnikov88 Mar 11, 2015 4:25 PM
    algo41 algo41 Mar 19, 2015 3:42 PM Flag

    Very, You might look at ACU. Lots of options, but I decided it was still a worthwhile stock.

  • Reply to

    tender offer

    by algo41 Mar 27, 2015 9:39 AM
    algo41 algo41 Mar 31, 2015 9:19 PM Flag

    Are they unethical and willing to give poor guidance next qtr. to drive down the stock price? I think it is only a possibility. So do they raise the offer, or try to find something to buy? or even put the company in play, after all the major stockholders rather than the managers are in control. My guess: raise the top price to $43.50.

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