To this investor, I say yes at 15X 2015 estimated EPS, I get about $115 as fair value.
IF what Seaworld does is so reprehensible, what does this say about all zoos, animal parks, aquariums and parks that feature dolphins? (I won't bring us circuses, because I actually think their treatment of elephants is beyond the pale.)
If we are to stay consistent with the Documentary's premise, shouldn't we close all zoos, animal parks, aquariums, and outdoor marinas?
The director of Documentary is on record for saying that these animals should be in the wild, where "they often swim 100 miles in a day"
Well this is true with just about any large animal that lives in the ocean.
What about the gazelle or lion at your local zoo, what about this captivity? What does this say about our relationship with Animals altogether? What about dairy farms? Ever been to one? That's captivity if you ask me.
I'm not really sure what the answer are, but it sure looks to me that Seaworld is being singled out for this hatchet job.
What do you know about what goes on in zoos? Do you work at one? I'm sure there a lot of meds given.
The Leopard at my zoo looks really depressed, anyone can see that.
I've never heard such incredible B.S about how all these competing drug companies with their various hep C drugs in various stages of development are going to bury Solvadi. How many times have we've seen this movie with other best in breed drugs? Remicade, Avastin, Procrit, anyone?
I guess everyone wants to attack you when you're #1.
and by the way DAL is trading at 12X 2014 EPS, whereas AAL is about 7. I thought it's a matter of agreement that at worst, AAL is AT LEAST as good as DAL, which if true means at the DAL mulitple, AAL should be trading at near $60.
But since we (or most analysts) think AAL is a better run, better prospect airline, why on earth would you say moving up from the current $42 is going to be difficult?
you're talking out of both sides of your mouth.
Bottom line is Delta is not AAL, and based on 2014 and 2015 estimated EPS, AAL is still very cheap, and arguably, the best single value play in the S&P 500.
If it isn't, tell me which is better? Possibly Gilead, but that is riding entirely on Solvadi.
You say it's going to be difficult for AAL to move up at less than 7X 2015 EPS? What?
This is a industry growth story and AAL is at the forefront along with LUV.
I think many people are going to be very sorry they sold here, especially when at the current market multiple, AAL could be well north of $100 in 2015.
Sentiment: Strong Buy
OK, I can work with that premise. So if the animal is small and unintelligent, we can place it in captivity. So this means we should free all dolphins, elephants, sharks, primates, most large cats, bears, owls and any other smart animal I can't think of.
The point is this witch hunt opens a pandora's box of questions about how we view our relationships with animals.
Maybe we should go as far as making it illegal to own a dog or cat. Of course, we'll have to re-examine the entire animal husbandry industry. If anything, the problems there make this Seaworld story seem absurd.
they're years away from bringing this to market. It's a complete overreaction. Second there is no guarantee that their Hep drug will even get approved.
Today is a buying opportunity.
BK is not rising due to anticipated rate increases. It is rising because they are finally getting serious about SG&A control which is has been the achilles heel for this company.
one would certified crazy to be short this stock right now. I maintain that a $130-$140 level is very reasonable considering EPS estimates for 2015 are approaching $9
Show me ANY drug company with this kind of earnings power.
Sentiment: Strong Buy
so what's next for you, closing all zoos and aquariums? Those petting zoos are also torturous. Maybe we should completely shut down the dairy industry, those animals are held against their will you know.
stop shopping at 7/11 and quit your moaning.
I bought a 12 case of Campbell soup for $8.99 two weeks ago.
Sentiment: Strong Buy
I'm unclear about your motives regarding Suncor and Talisman. You spend a lot of time being very critical not only of the companies, but of the posters. True, some comments are silly and "throwaway" in nature, but for well over a year, you've been consistently negative and insult driven toward everyone.
Many of us feel very constructive about Talisman and the unprecedented efforts to cut SG&A, and Icahn's efforts to unlock value, it's rather well-known that Talisman has some great assets but has been hampered by lack of focus and cost controls (especially on the SG&A side. Since this is being addressed, why stay critical?
And as with Suncor, you never seem to have anything nice to say there as well.
So what's going on with you?
Suncor is grossly undervalued.....
EPS estimates continue to get revised upward.
BMO, Barcap and others seems to agree.
I say shares go much higher, perhaps breaking $50 later this year.
Pelt understands that BK is the undisputed world custodian investment services leader.Its AUC is nearing 28 trillion. They are the largest clearing and settlement firm in the world, and they are either 1, 2, or 3 in virtually every back office operation in the world like collateral,and other broker dealer services.
These business have a pretty wide moat and basically operate like an oligopoly between State Street, JPM and a couple others.
wealth management should be spun-off, which is probably what he'll be agitating for.