about a week ago right after earnings . There seems to be some earnings momentum here with the Ford deal, the precision parts acquisition and now the UTX deal , all of these the result of AA's asset portfolio transformation . I expect another earnings beat next quarter . And, as more new deals roll in, you can expect more of the same, along with analyst earnings revisions and upgrades.
along time , but growth isn't going to come from soda sales . It will have to come from product development or acquisitions . In my opinion , it would be smart to take a page out of PEP's playbook and get into the snack food business . With KO's distribution power and network , it could take a popular small brand food company and make it a worldwide phenomenon. Why is the snack food business so good? Because it's a relatively cheap food product that doesn't see a huge falloff in sales during bad economic times . Why KO has resisted going to snack foods has been puzzling.
something to believe in. Earnings surprise to the upside would do , but if SPLS misses, all might be forgiven if he announced that store closures and remodels are ahead of schedule (which could account for a miss). Even a better than expected cashflow statement would work.Otherwise , SPLS may go lower .
Did you read that " Will FMC Technologies (FTI) Miss on Q2 Earnings Estimates" . The article goes on " As is the case with other oil services and equipment suppliers, results for FMC Technologies are directly exposed to oil and gas prices, which are inherently volatile and subject to complex market forces." They are forgetting that Major Integrated companies must replenish reserves or risk running lower on production, and the only major finds left to be found are ocean drilling wells .
is putting a cap on spending budgets for feature film production costs, according to SeekingAlpha . What took so long? Here are some other ideas you might try . Instead of spending millions on the rights to ancient cartoon characters , how about exploring the idea of buying the rights to popular children's books . Surely the plots of some of these are as good as Sherman and Dragon and alot cheaper to bring to film. And perhaps stop limiting yourselves to animation , since your no good at .
The Postal Workers Union managed to get the National Teachers Union behind them in protesting these SPLS Post offices , and , who then threatened to boycott SPLS stores (and online).
I saw the CEO of EMR . It was tease for the show for which his whole interview would appear (of course CNBC). He basically said (and I'm paraphrasing) that a stock buyback was part of the plan with the cash being raised and EMR would be interested (but was not currently seeking) to acquire another business , but only if it fit into and was along the lines of EMR's current portfolio. Looks like EMR is focusing on it's strengths , so don't count out additional sales of nonperformong businesses. Did anyone see the whole interview? I'd be interested what else they covered. Stock buyback is good , but I'm not fond at buying at the top.
My mistake. Earnings down to $.19 from $.32. Estimate was for $.29. Earnings ,excluding litigation expense, is $.41. And my understanding is that the $.22 per share litigation expense is a result of a building a reserve for future litigation
Earnings were$.19 down from $.29 and litigation costs amounted to $.22 per share. Excluding litigation costs BAC made $.41 per share. Not one article about BAC's earnings gives you earnings excluding litigation costs . Why? It must be BAC bashing day. How come no one told me?
of costs. From the looks of things, this model for making money on animated movies appears to be broken. The lack of care given to the final product proves that management does not have a grip on the production process . Eventually , if DWA doesn't come up with a hit in the near term , confidence in the company will wane along with the stock price.
Mr. Katzenberg and cohorts continue to be awarded stock and options at the expense of the DWA Inc. The stock is bought by management ,usually , at $0 and sold , I'm guessing, to DWA Inc. to prevent dilution of shares . You can see for yourself at DWA Insider Transactions at Yahoo finance. The number of share outstanding you will have to calculate for yourself . I used msn money because they give you 5 years of Income data and earnings per share(divide EPS into Net Income for shares outstanding for that year and it amounts to about 84 million over 5 years , roughly) . If you are not making money , but you are still giving stock awards which the company must then buyback , then eventually you have to borrow money to fund stock buybacks, and that is a no-no.
It isn't enough that freecashflow has dried up for DWA from it's poor movie production performance , but now management is borrowing large sums of money to make these bombs . The fundamentals are deteriorating for DWA from bad movie making.
that for the kind of money DWA spends to make a movie that they would test the film with a test audience and then send it back to production for reworking . But it appears DWA uses the Las Vegas method of movie making , by gambling $300 million and rolling the dice to see if anyone actually likes it. Not only did they gamble $300 million to make a movie , but DWA didn't learn for it's first mistake and spent another $147 million on another loser .
that Mr Peaboby cost about $300 million to make . It grossed &261 million worldwide and DWA took a $57 million writeoff on the film. How to train your Dragon II cost $147 million to make
There seems to be a problem with cost controls at DWA. And while the company loses money from movie production , the company must continue to buy stock awarded to management thru options and stock awards to maintain the share count and prevent dilution. By the way, those shares awarded appear to cost management $0 per share , if Insider Transactions for DWA at Yahoo Finance are accurate. If you are losing money and buying back shares from management, eventually you have to borrow money to maintain that lifestyle . Maybe the CEO doesn't do math.
coming to the defense of coal as a low cost producer of energy in a public way. I do believe , that ,down the line the world is going to need coal as other fossil fuel supplies lessen, or become more difficult to produce . But if you don't round up all the coal people and together address the pollution issue then , as an industry , you will be dead meat for decades . I think the chances we go backward on the issue are small. Coal has to and will find a way to burn cleaner , and that seems to be the only real answer for the industry . And as far as Peabody's future is concerned , perhaps it is time to diversify into something else , before Peabody hasn't the financial resources to do so. There's plenty of NG , there's fracking sand , and a host of other nuts and bolts , like pipelines etc. What do you think Cap'n Boyce ?