Doesn't a lot have to do with what your competitors are doing and how sensitive your product pricing is to natural gas prices? If it is insensitive (both up and down), hedging is called for.
EW seems to have a promising future, but: their projection of $3.00 has large volatility subject to when competition emerges during the year. What does this mean for 2015 when they have the competition for the full year?
Biblio, When a company keeps talking of input cost increases in explaining earnings performance, doesn't it suggest they don't have much pricing power, rather than it is thinking long term? Good Katrina anecdote. Sorry I confused you with Burn-in in my last post.
CASEY is earning significant eps from RIN credits, which are likely to go away or drop substantially I would think. Are competitors also earning them, and consequently how well will margins hold up if/when RIN disappears? I wish there were some discussion on the CC.
In 2011 Casey made $.98 per share for the quarter, and that is without the approximately $.13 per share RIN credits which I would think are likely to go away now that the EPA has reduced the ethanol mandate. Perhaps there were RIN credits in 2011 and Casey did not bother to identify them in their earnings release.
It depends. Getting rid of BH would be a positive for CBRL. If CBRL bought the stock at current price it would probably push CBRL up as people these days seem to like leverage.
sl90045, are you saying kcdq54 is not high class? I don't think it is a question of richer people not going, but of whom the majority of the customers are.
"The analysts concluded that a potential purchase price could come in at $16.30 a share, representing a further 18 percent upside based on the opening price the same day Goldman Sachs issued its report.".
to find, google goldman sachs crocs.
Mueller are you simply unethical, or do you have a link for your post?
It is small cap edition. I agree consensus is much more important, but I don't believe many analysts update their input to the consensus during the quarter; for this or other reasons stock prices often don't react as expected to beats/guidance revisions. I don't know where I got the 325K, and I like your numbers, although a yearly tax rate might be more relevant. In 4th quarter companies often adjust for differences between original tax rate estimate, used in other 3 quarters, and actual.
Burnin, Here's what is confusing. The Yahoo estimates are what you say. Yet Value Line, Sept 20, 2013 had estimates for 3rd and 4th qtr of .43 and .45. .45 does seem low for 4th quarter given .48/.49 last year. Just looking at my notes, I had .03 for closing Ventura: 325*(1.-.342)/7030 (close of ventura plant, one time expenses) = 0.03
what is CR? I thought it was a good quarter, but the forecast was not wonderful. Nothing that explains big rise in stock price to me. I am not saying UFPT is overpriced or anything.
Given that company talked about Nov comps in their recent CC, this would be surprising. Yet price is moving higher for no apparent reason, and some firms do try to estimate comps before they come out by talking to franchisees or whatever.