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McDonald's Corp. Message Board

algo41 56 posts  |  Last Activity: 4 hours ago Member since: Jun 12, 2000
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  • Reply to

    new canadian wheat production to be down due to rains

    by algo41 Jul 23, 2014 10:23 PM

    “The issue right now is whether CN will be fined, and by how much if it is, for having had a situation where the grain supply chain did not allow us to move the minimum level set by the government,” Mongeau said today after a speech at the Canadian Rail Summit in Montreal.

    Canadian National hasn’t been advised of the size of the fine, Mongeau said. Regimbal said the penalty is “up to the minister’s discretion.”

    Canadian Pacific Railway Ltd. “has met the volume requirements,” Regimbal said. Calgary-based Canadian Pacific is the country’s second-biggest railroad after Canadian National.

    Total crop production in Canada is forecast to drop by 21 percent from a year earlier due to a decline in average yields, Agriculture & Agri-Food Canada said in a Sept. 18 report. Wet, cool weather across parts of the prairies has delayed harvest and only 23 percent of the crop has been combined in Saskatchewan, Canada’s largest producer of wheat and canola, down from the five-year average of 43 percent, according to a provincial report.

    “We cannot move the grain that is not delivered,” Mongeau said. “We are moving much more grain than last year. The supply chain is in balance.”

  • Reply to

    CNI is now a Triple Bagger for Me

    by banmate7 Sep 18, 2014 10:32 AM

    cni is my largest position,having bought in 2000 and 2004. Somehow, I don't think that makes me a genius.

  • Reply to

    Merck Price Too Low - GE & DuPont

    by theinternetiii Sep 22, 2014 10:20 AM
    algo41 algo41 Sep 22, 2014 10:41 AM Flag

    If SIAL is a virtual monopoly, where does their pricing power show up? I do think it is a great company. The premium in the offer seems substantial, especially as strategic fit doesn't seem that compelling.

  • New York, NY - September 3, 2014 On September 2, 2014, Taglich Brothers released an updated research report on UFP Technologies, Inc. (UFPT), reiterating a Speculative Buy rating and lowering the 12-month price target to $27.50 from $30.00 per share due to reduced earnings expectations. The report noted the following key investment considerations:

    Join Investor Ideas Members to access the Renewable Energy stocks directory, water stocks, biotech stocks, defense stocks directories and the Insiders Corner

    An aging population, increasing automotive demand, and innovation in new electronic products should drive growth in UFPT’s principal end markets over the next five years.
    A planned plant consolidation in 3Q14 is projected to reduce costs by approximately $0.75 million annually, driving gross margin improvement to 30% by 2015 from 28.4% in 2013.

    For 2014, we project revenue of $140.6 million and EPS of $1.29, down from our earlier projections of $144.8 million revenue and EPS of $1.50 to reflect 2Q14 results and a greater than expected reduction in military sales.

    For 2015, we project revenue of $147 million and EPS of $1.71, down from previous projections of $151 million revenue and EPS of $1.85. Our lowered projections stem from a greater than expected reduction in military sales.
    2Q14 revenue (released 8/8/14) decreased 5% to $34 million and EPS decreased to $0.26. We projected 2Q14 revenue of $37 million and EPS of $0.41. Results were adversely affected by a decline in aerospace and defense market spending. However, aerospace and defense sales are expected to improve in 2H14.

  • Reply to

    trend lines

    by summer665489 Aug 15, 2014 2:08 PM
    algo41 algo41 Sep 18, 2014 9:39 AM Flag

    good quarter,disappointing forecast. I was surprised about the amount of food inflation expected, but this should eventually reverse.

  • Reply to

    trend lines

    by summer665489 Aug 15, 2014 2:08 PM
    algo41 algo41 Sep 16, 2014 6:48 PM Flag

    No, you gave the answers, just not the analysis, which is the only thing of possible interest.

  • My browser is chrome. When I go to Cat's Pride Fresh and Light, asterisk explanations are not readable on 1st screen and not that helpful on other screens (like who did the research to back up statements). Because site is "cutesy", it takes time to actually get to products. Getting to coupon took me 2 tries. Do they keep track so you can't download more than 1 coupon?

    I didn't find rest of site very well organized, but I was kind of impatient, so maybe it is.

    At least natural gas prices are coming down, but still higher year over year. Also, I like new product in that water from melting ice is absorbed.

  • Reply to

    FAT OVERWEIGHT PEOPLE EAT AT MCDONALDS

    by earlh00 Sep 11, 2014 3:35 PM
    algo41 algo41 Sep 12, 2014 11:52 AM Flag

    12 oz. vanilla milkshake has 1 gram of transfat. Is that a lot?

  • algo41 algo41 Sep 11, 2014 11:23 AM Flag

    I sold Crocs some time ago, but closing some unprofitable stores was part of the new management plan. Did you not know that?

  • I'm surprised they have just implemented this capability which I would have assumed they long had:

    SAINT LOUIS, Sept. 10, 2014 /PRNewswire/ -- Sigma-Aldrich Corporation (SIAL) is pleased to announce that its Cerilliant® branded products are now available through Sigma-Aldrich Canada.

    Service through Sigma-Aldrich Canada allows the Company's Canadian customers to readily obtain Cerilliant products domestically, in local currency and language – eliminating the frustrations of customs clearance, import duties/taxes, and international shipping costs.

  • Reply to

    growth

    by igottaken Sep 10, 2014 4:19 PM
    algo41 algo41 Sep 10, 2014 8:18 PM Flag

    APT (symbol) seems to be growing disposables quite well. I don't own either that stock or LAKE and am not recommending it. (Years ago I owned LAKE. CEO has a consistent record of failure; I think he took over from his father; it is true that Dupont moved downstream several years ago, hurting the LAKE business).

  • I listened to their presentation to Barclays and didn't hear anything negative. They did say, that like their competitors, they are reducing development activity due to cost in desirable urban areas. That should keep rental rates up.

  • Reply to

    Just think...

    by a8bil Aug 20, 2014 11:48 AM
    algo41 algo41 Sep 5, 2014 8:10 PM Flag

    Commandor, that is a great post, but how do you know whom the top customers are? Not in 10-k.

  • algo41 by algo41 Aug 25, 2014 11:09 AM Flag

    2 disappointments: lack of sales growth; disappearance of bump in earnings from discontinuing office segment. In restated results, a small drop in interest costs for 1st qtr. but no change in eps.

  • Reply to

    sale announcement

    by algo41 Jul 3, 2014 9:26 AM
    algo41 algo41 Aug 25, 2014 9:26 AM Flag

    true, but according to my notes SEC only gives them 45 days to file 10-q so I would have expected some notice of delayed filing

  • Reply to

    sale announcement

    by algo41 Jul 3, 2014 9:26 AM
    algo41 algo41 Aug 23, 2014 8:36 PM Flag

    Good question, micro.

  • Reply to

    No proxy fight this year

    by smaycs4 Aug 19, 2014 10:35 AM
    algo41 algo41 Aug 22, 2014 6:02 PM Flag

    why spend money on a fight you are going to lose?

  • Given the price action, it is likely that investors believe CATO's guidance is pessimistic - or maybe that it is a repeat of an annual forecast made prior to the fiscal year and not updated.

  • Reply to

    We must have listened to different calls...

    by microcaptrader Aug 19, 2014 7:16 PM
    algo41 algo41 Aug 20, 2014 10:17 AM Flag

    Micro, you are correct about net margin. However, from the earnings release, "operating margin was 3%, compared to 9% and 4%, respectively, in the same period of fiscal year 2013.".
    I guess I was assuming that you thought operating margin would return to 4%, not something higher in deriving your eps.

  • Reply to

    We must have listened to different calls...

    by microcaptrader Aug 19, 2014 7:16 PM
    algo41 algo41 Aug 19, 2014 9:43 PM Flag

    I guess this is quibbling, but net margin is before taxes and interest, so 500 mil sales would not really equal $2.00 eps. Given that 1st quarter is more than half over, you would think eps range guidance wouldn't be so wide.

MCD
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