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AMCOL International Corporation Message Board

algo41 43 posts  |  Last Activity: 2 hours 12 minutes ago Member since: Jun 12, 2000
  • 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

    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.

  • 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.

  • 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

    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.

  • 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."

  • algo41 by algo41 Mar 13, 2015 4:05 PM Flag

    Yearly revenue is worse than it looks because of a one time low margin contract in the aerospace/defense segment. On the other hand, in addition to restructuring costs, they claim increased employee health care costs of approximately $784,000 due to a higher than typical frequency of large claims and bad debt expense of approximately $140,000 due largely to a one-time write-off.

    Now revenues are lost when manufacturing goes off shore since geography matters. UFPT has manufacturing in El Paso, which is near Mexican border, but I wonder how much revenue is lost when manufacturing is moved to Mexico, or because of lower cost Mexican competition.

  • 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

    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.

  • 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.

  • I called the company to complain about the Thompson consulting gig. I was told that person who picked up could not do anything because I had called the "institutional" line. If enough people call, like writing letters to congressmen, it might have some impact. I am sure it would not have under the Thompson regime, as they did not listen to franchisees, nor pay attention to marketing tests that conflicted with what they wanted to do.

    Phone is: 630-623-3424 (see McDonald's site)

  • Delilah's, not owned by Rick's, is a strip club in Philadelphia. It is being sued for not paying its dancers wages, calling them "contractors". Dancers actually have to pay $85 for each shift for right to dance (and collect tips). Delilah's has been around a long time.

  • 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.

  • 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.

  • Quarter was very good, How does the single analyst, with the aid of management guidance, get earnings correct within rounding error for at least 5 quarters in a row?

  • No indication of debt, cash equivalents. No comment on tax rate of 29.2%. As of last quarter they don't hedge FX. No guidance of any kind (they do state that they plan "increased strategic investments in product line expansion and new category entry."). Nothing new there but it seems to work. Seeking Alpha article points out that most of their markets are mature or even declining.

  • Reply to

    Fidelity

    by algo41 Feb 23, 2015 3:56 PM
    algo41 algo41 Feb 24, 2015 9:11 PM Flag

    Infinity, thanks for pointing that out. I had trouble reading the SEC form because it wasn't posted in HTML format unlike many similar forms. Did you get your information on Edgar or elsewhere, like a more informative source?

  • 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.

  • 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 by algo41 Feb 23, 2015 3:56 PM Flag

    SEC form was hard to read due to formatting, but it looks like Fidelity now owns more than 5% of GENC shares.