yeah, pay attention shorty, Cisco and IBM are leading the way in SDN with Open Daylight.
You guys never give up with your misinformation.
Sentiment: Strong Buy
much to their competitor's chagrin.
4:55-4:56 mark on call
Hope you cover smart guy!
SHLD is easily worth $120 share. Land's end alone is worth nearly $2 billion, never mind the vast real estate holdings and KCD
you have any favorites besides MFG? I've been in this name awhile and think the only thing holding it down is the sub $5 stock price despite the huge mkt cap.
If we can get through that number I think everything will be OK.
That's a pretty dopey thing to say. The fact is, SHLD valuation is about KCD and about real estate. It has NOTHING to do with Sears or K-mart.
Disney has run up a lot but is still too cheap. PE for 2014 is 17, and meanwhile they'll be printing money with films from the Lucas & Marvell acquisitions-they can leverage this content better than anyone in the world. I think fair value of 20X next years' earnings or about $80 share is very reasonable.
There is no company on earth that comes close to the content and intellectual property of Disney.
Sentiment: Strong Buy
as I said last quarter, I don't care about revenues if you can't make money. Anyone can sell $1 bills for 90 cents. I could show you a growth story like none other.
I want to see LOWER revenues, bidding discipline and the courage to say "no" to deals that have too much complexity, moving parts and unknowns- unless of course they have the contract flexibility to address them.
I'm not sure what is going on here, nor do I understand how they can get back to "normalized" profitability in years past.
I'm sorry you have so much skin in the game here, I'd be pretty sore with 8000 shares. That said, I'm not sure I would sell down here.
Inquiring minds want to know how much of this $5.3B backlog is inherently unprofitable given the current loss making with several high profile projects. There is not much confidence that much of this business will generate adequate ROI.
I just don't see the catalyst that things will change here.
I was thinking of adding to my current shares, but have now backed out. Can anyone provide a bull case scenario, aside from saying we're trading at a multiyear low?
Disney = the greatest content company in the world. These shares should trade much higher. I think a 25X multiple is possible, which brings shares close to $90.
blaming a miss partly on soft charcoal sales due to cold weather is really disappointing. Basically, we had no growth this quarter and lost some gross margin. (it might be noted that gross margin was 44.1% in 2011, and now is 42.1%)
Although these results are all around pretty decent, they certainly don't seem to support a 20X mulitple. I'm a seller.
Clorox looks like its in distribution on high volume, getting nervous here. If we end today weak, I'm selling.
in the EPCI business, its a near impossibility for all projects to simultaneously show a profit-it's the nature of complex projects with many moving parts and unforeseen problems...and is why these stocks are always disappointing, as there is ALWAYS something going wrong, even if most everything is going right.
I know that wasn't very articulate, but you get the point.
What I would like to see is something bidding discipline and the courage to just walk away from marginal business. I'd rather they have smaller revs but higher profits and a leaner organization as a result.
It's unclear to me how you can downgrade a company at near historic trough levels. The stock is trading at $10, not $15!
Either way, MDR has been a real disappointment, and in deference to Zacks, I'm not sure what catalyst will get this stock moving.
he's entitled to his opinion, but not the facts,
Fact is, the S&P 500 will earn roughly $112 in 2013. Multiply that number by a market average PE multiple of 15, and you get 1680.
We have a ways to go, if only GE would get moving....
I'd rather they raise the dividend in a measured long term oriented manner than go for the gusto. If they raise it 15% again this time next year, we have a modest in-line dividend.
I'm here for the long haul.
Hey, the loss of lipitor is really old news and has been discussed ad naseum.
Fact is Pfizer is expected to earn roughly $2.40 next year. Today's share price reflects a very modest price earnings multiple.
That's the story for this year, stop looking in the rear view mirror.