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Dole Food Company, Inc Common S Message Board

bot_feeder 80 posts  |  Last Activity: 21 hours ago Member since: Sep 13, 1999
  • bot_feeder by bot_feeder Feb 25, 2015 11:16 AM Flag

    Oil & gas companies are facing ultra depressed prices. Also, most of them carry a large debt burden. Who's to say that prices will recover before a lot of these companies go out of business, even some of the big players in the business?

    One might be skeptical that a whole industry sector could go belly up. But consider the airlines. In the past, the airlines would pretty much all go bankrupt periodically.

  • Reply to

    Worst Conference I have heard

    by manunited1919 Feb 25, 2015 10:10 AM
    bot_feeder bot_feeder Feb 25, 2015 11:11 AM Flag

    Hard to show good results when your business involves selling a commodity product whose price has fallen into the dumpster.

  • Reply to

    MTSN

    by kydrby15 Feb 13, 2015 12:35 PM
    bot_feeder bot_feeder Feb 23, 2015 10:59 AM Flag

    MTSN at highs, UTEK at lows. This is one factor that points toward UTEK being the better value of the two right now. Past performance is no predictor of future results.

  • Reply to

    I'm in with 50k shares at 6.60s

    by bpca2012 Feb 19, 2015 12:31 PM
    bot_feeder bot_feeder Feb 19, 2015 3:54 PM Flag

    I'm not familiar with this company, but it would seem that the key issue is:

    Do these guys have some sort of competitive edge that gives them a leg up in competing in what sounds like a business area with promising growth prospects? Or is their appeal simply that they have thrown their hat in the ring in a promising arena that has generated a lot of hype, even though they don't necessarily have anything better to offer in that area than what other companies could offer?

  • bot_feeder bot_feeder Feb 19, 2015 1:06 PM Flag

    My computer says 2/19 is today.

  • Reply to

    just can't see it

    by bot_feeder Feb 19, 2015 11:57 AM
    bot_feeder bot_feeder Feb 19, 2015 12:01 PM Flag

    On the other hand, I just had a heat pump installed in my home in the Portland, OR area and my natural gas useage will probably go down about 90% from what it was in prior years.

  • Reply to

    just can't see it

    by bot_feeder Feb 19, 2015 11:57 AM
    bot_feeder bot_feeder Feb 19, 2015 12:00 PM Flag

    I must admit, though, part of their current success is that their production happens to serve the west coast market that commands higher spot prices.

  • bot_feeder by bot_feeder Feb 19, 2015 11:57 AM Flag

    Haven't read the quarterly yet, but I can't imagine the good results aren't heavily influenced by beneficial hedges, which aren't going to be something natgas producers are going to be able to rely on down the road if spot prices remain in the dumpster.

  • bot_feeder by bot_feeder Feb 18, 2015 1:39 PM Flag

    This is a dilemma stock. A decent value, but not a screaming value. To buy or not to buy, that is the question? For me it is just not quite cheap enough. If for some reason it went down further, I would most likely buy some.

  • Reply to

    buyout successful

    by bot_feeder Feb 16, 2015 12:31 PM
    bot_feeder bot_feeder Feb 17, 2015 5:05 PM Flag

    Nope, I didn't tender, quite the opposite, I bought 3k more shares today.

  • bot_feeder by bot_feeder Feb 16, 2015 12:31 PM Flag

    If I read their news release correctly, they got 100% participation for their buyout auction. If CAD is 0.80 times USD then they are buying back the shares at 3.68 US. A couple cents above the closing on Friday. Must be more than a coincidence. It appears the market is now valuing EXFO shares at very close to the price that they bought back shares at.

  • Reply to

    sold 800 shares

    by bot_feeder Feb 12, 2015 2:07 PM
    bot_feeder bot_feeder Feb 15, 2015 1:41 PM Flag

    I do still like the stock a lot. My hope is $25-30/share within 2-3 years.

  • Reply to

    Dutch Auction

    by jobe1098 Feb 11, 2015 10:04 AM
    bot_feeder bot_feeder Feb 13, 2015 7:44 PM Flag

    Yes indeed. $30 mil CAD is only about $24 mil USD. Their cash and short terms in their last quarterly added up to about 57 mil if I read correctly. So after this buyback they will be donw to 30 mil or so net cash on the balance sheet. That should be plenty for a company their size. I wouldn't want to see them letting it drop much below that, however.

    I really ought to own a bit more of this stock. Probably will buy a couple k more shares even though it's 4% more expensive based on today's rise. Wonder if today's gain has to do with the buyback.

  • bot_feeder by bot_feeder Feb 13, 2015 7:35 PM Flag

    From the zacks article:

    It commonly happens in stock investing that investors miss the chance of buying winning stocks that they knew would stand out. Before they take the plunge, others get to know the hidden potential and enter into these stocks, pushing them out of reach.

    Indeed, I often become aware of a stock only to discover that if I had known about it a few months before it would have shown numbers that would have led me to conclude it was a good value and I would have bought the stock. But when I do discover the stock it has gone up maybe 20-30% and is not nearly as compelling a value, so I either pass on it or else buy less than I would have earlier, based on my view that it is still a good buy but not like it would have been months earlier.

    Jim Cramer is a master of recommending stocks AFTER they have already gone up a bunch. I see this a lot in Barrons too. I look at the graph of a company they tout and it shows them like let's say a stock price of 60 today while they were 30 a half year ago. And my feeling is, WHY DIDN"T YOU TELL ME ABOUT THIS STOCK 6 MONTHS AGO?

    So what about EXFO. I do not know whether it will go up a bunch. But what I do know its numbers meet my criteria for what I consider to be a deep value stock. Because it is a small company I feel it is a bit riskier than my other stocks and I don't have as much invested in it. Perhaps I should get a bit more.

    Bottom line, if this company does well business wise going forward, the stock ought to be way higher.

  • Reply to

    Dutch Auction

    by jobe1098 Feb 11, 2015 10:04 AM
    bot_feeder bot_feeder Feb 13, 2015 7:28 PM Flag

    If true that is great, means EXFO is buying back shares with cheaper Canadian dollars. In which case, their net cash position as shown on Yahoo statistics and on Exfo's quarterly statements will not be depleted quite as much as it would if those share prices were in US dollars.

  • bot_feeder by bot_feeder Feb 12, 2015 2:07 PM Flag

    Sold 1/4 of my shares. Still very bullish on RTEC, but it has gone up quite a bit, so it is not quite as great a bargain as before and it seems like a good time to lock in a bit of profits.

  • bot_feeder by bot_feeder Feb 12, 2015 1:45 PM Flag

    These guys have a substantial cash balance, why the debt offering? Smells funny to me.

  • bot_feeder by bot_feeder Feb 11, 2015 11:27 AM Flag

    Just became aware of Camtek due to their suing the company that I own some stock of.

    Actually looks like a good value stock. They ought to forget about the vendetta and concentrate on their business, though.

    Also, a company with revenue around 100 mil is an awfully small player in this market. It seems like they will inevitably get bought out. I guess since they are the plaintiff in the legal matter it won't be viewed as a liability for a potential buyer of Camtek, except insofar as it siphons money for legal fees that ought to be used for the busienss. But a buyer can fire the lawyers as soon as the acquisition is completed.

    So I am bullish on Camtek and will probably buy some shares today.

  • ACLS is now emerging as the upstart in the implanter business that has the leading edge product line, compared to the old dowdy offerings from the company that has dominated the business.

    It is hard to imagine that the company with the most advance semiconductor process technology, Intel, will want to remain completely dependent on the "old guard" vendor as its source for implanters.

    That has got to obviously be ACLS's hope when it states the goal of selling a machine to a major in the foundry logic segment of semiconductors.

    I think they will get in the door at Intel as a supplier of implanters. When Intel buys its first ACLS machine, it should be a nice up blip for ACLS stock.

  • Reply to

    Back down again to $2.57

    by alberkwitz53 Feb 5, 2015 5:49 PM
    bot_feeder bot_feeder Feb 6, 2015 10:03 AM Flag

    I'd buy more if it dropped to 2.57.