It would be nice, but Buffett has spend a boatload of cash recently which sparked an S&P consideration of a Berkshire debt downgrade.
As far as mergers are concerned ... with whom? A GBX merger with any of its competitors would pull down its metrics and for anyone in the rail biz right now to want to sell debt or add to share count for an acquisition is not likely to be received well or cheap to do.
He mentioned TCRD, EFC, PMTand CIM, all of which he said were selling at about 80% of book, had high yield distributions well-covered by earnings and that TCRD was buying back shares.
"Thoughts?" MLPs pay distributions, not dividends. It can be confusing to people who are easily confused, like yourself.
While I agree with the implied sentiment in your post, whenever someone claims some large cash or share transaction (especially someone posting on Yahoo) it tends to diminish his credibility
We upgraded our opinion on the stock to
Strong Buy from Buy in July 2015, after concerns
intensified related to China. Nonetheless,
we see significant value YHOO's investment in
China's Alibaba Group (BABA), stake in Yahoo
Japan, cash and investments, proprietary content
and patents. Our assessment does not assume
a turnaround, which is possible.
In June 2013, YHOO acquired content creation/distribution
company Tumblr, for $1.1 billion. In January
2015, YHOO announced the BABA spin-off
as a publicly traded company, expected to be
completed by the end of the year.
Risks to our opinion and target price include the
potential for issues as to the stakes in Alibaba
and Yahoo Japan, internal or M&A spending
that does not yield results and users spending
even more time with non-YHOO offerings.
Our 12-month target is $52. Relative P/E and P/
E-to-growth analysis leads to a price of $12.
Adding the values of the investments in Alibaba
and Yahoo Japan (recently worth $34 per share,
based on our calculations, allowing for a discount
related to taxes and liquidity) and cash
and investments (of around $5.50 per share), results
in our target.
Not sure what your question is doing on a message board for YHOO, but MCO is selling at a PE of 23, there isn't much hope in the way of capital gains holding the stock and from their friends at S&P:
MCO's credit ratings business has significant
barriers to entry, which should help it maintain
steady cash flow despite increased spending
for regulatory compliance. However, after a relatively
strong environment in recent years in
which corporate issuances were robust as issuers
worked to raise debt financing ahead of
potential increases in interest rates, we look for
a more subdued 2016. We expect growth to
come from capital markets development overseas,
acquisitions and analytical services.
Risks to our opinion and target price include a
greater-than-anticipated decline in the volume
of global debt, a sharp rise in interest rates and
ongoing regulatory and litigation issues.
Our 12-month target price of $112 is based on
applying a 24.3X multiple to our 2015 EPS estimate
of $4.60. This target multiple is in line with
MCO's historical averages, albeit at the upper
end, reflecting improving operating trends. We
see expense controls and share repurchases
contributing to EPS growth. We also note that
ongoing changes in the regulatory environment
remain a concern.
"Don't be foolish. "
Pointless telling Goldengutter that. It's an innate characteristi of hisc that can't be treated.
The distribution is covered and likely to continue growing.
"With his cash infusion"
You mean the weekly collections from his paper route?
Sometime the so called Professional Trader should look at the pretty red and green boxes at the bottom of any decent stock chart.
The Money Flow Index (MFI) is an oscillator that uses both price and volume to measure buying and selling pressure
And using the RSI and PVO
A simple trading system is based on the RSI and volume indicators.
Sell on a significant volume surge when the RSI rises above 70.As a rule, Volume Surges (indicated by a high PVO) that appear during a strong index advance - (i.e., when the RSI 70) - indicate potential downside reversals;
Buy on a significant volume surge when the RSI drops below 30.As a rule, Volume Surges (indicated by a high PVO) that appear during a strong index decline (i.e., when the RSI
"You have a phoney name: Coming from someone masquarading as a professional trader, that's hilarious. No need to discuss anything. You're wrong.
It's important that you know what stock volume is because it either supports or denies the legitimacy of price action. Volume can often make or break your trade.
Volume measures the commitment behind stock price movement. It lets you know how many people are involved in that move.
If a stock moves on low volume then that means that relatively few people are participating in this movement. And if a stock moves on high volume then many traders or investors are involved in that movement and it will be easier to find someone to buy from or sell to
They do have some interests directly connected to petroleum products, but more importantly Mr. Market tends to trade anything remotely related to energy prices in sympathy with oil price movement. There's no particular reason why many companies should trade based on the collapse of Greece or Russia's sortie into Ukraine or the incoherent ramblings of Carl Icahn ... but they do. If you're looking for rationality, keep looking.
"We expanded our reach in the refined products and convenience store business with the acquisition of Susser Holdings Corporation, including its interest in Susser Petroleum Partners LP, (now Sunoco LP - NYSE: SUN). These acquisitions, together with our already robust asset base, have enabled Energy Transfer to become a premier provider of services to producers and consumers of natural gas, NGLs, crude oil, and refined products."
FWIW: "TheStreet Ratings team rates GREENBRIER COMPANIES INC as a Buy with a ratings score of B. :"
Yes, the stock price is volatile not the company which is quite stable. Too many people "invest" on the assumption that "they" must know something if the stock price is falling.
The quote about buying fear and selling greed is quite applicable and the reason that it works so well if because most people do just the opposite.
"Not interested in investing in easily manipulated stocks."
Then why did you? It has a long history of volatility and irrational price movements.
That's what will hold back price rise for awhile ... people who bought in without bothering to understand the company or its trading history or its usual low trading volume ... and now want to exit with a small loss or small gain.
Referring to it as a "rigged game" says it all. You, and others, made a blind bet, not an informed trade or a investment. Normally a fall like we've experienced shakes out the weak hands, but it also attracts some even weaker hands who take a little longer to shake out. There's nothing fundamentally wrong with the company. By any metric it's way oversold.
Blaming investment decisions gone wrong on manipulation or shorts or a full moon is simply shifting the blame for a "bet" you made. It's a market. Every stock traded is moved by exogenous influences. If volatility scares you and you can't fathom ways to profit from it ... and in the case of GBX all you need to do is look at a one year chart to see it gets whipped around fairly regularly ...then play in a safer environment, wherever that might be.