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First Potomac Realty Trust Message Board

buysellshortorhold 24 posts  |  Last Activity: Aug 25, 2015 1:44 PM Member since: Dec 5, 2006
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  • Reply to

    Earnings are excellent

    by believerinbalancesheettrends Aug 25, 2015 9:39 AM
    buysellshortorhold buysellshortorhold Aug 25, 2015 1:44 PM Flag

    Balance sheet items that improved:
    Cash increased from $165,610,000 to $180,840,000
    Long-term debt, less current maturities dropped from $10,000,000 to $0.00
    Total stockholders’ equity rose from $897,948,000 to $1,021,558,000

    Sentiment: Strong Buy

  • Reply to

    CORN hit 52wk low leg down coming

    by the_entitled Aug 12, 2015 12:12 PM
    buysellshortorhold buysellshortorhold Aug 23, 2015 8:36 PM Flag

    All the feed ingredients are down.
    Corn, wheat, soybeans, fish meal, calcium all down and continue to drop.
    Furthermore, there is a reported shortage of protein sources in China, particularly pork.
    The avian flu issue earlier this year also impacted the supply worldwide with the disease currently "out of control" in Asia and new issues in UK, EU FSU countries.
    This low cost of inputs with steady product demand should be good for BRFS, CALM, PPC, SAFM.

  • Reply to

    Rising dollar a problem for WHR

    by buyonlyonfundamentals Jul 7, 2015 7:55 PM
    buysellshortorhold buysellshortorhold Aug 18, 2015 12:02 PM Flag

    Yes. Not only do they have a currency problem where competition is eating their lunch such as products from Korea, they also reported a problem even in Brazil where the currency is plummeting in value. In Asia, it will be amazing if their sales do not plummet during the upcoming quarter. They manufacture in Brazil (and I guess elsewhere in that region) which makes less sense they did so poorly in South American countries. They did do well in African countries where they have extremely low cost of production.

  • I guess energy prices need to be high so input costs are high for SPH to profit more?
    Summers need to be cold so nobody does any cooking on their gas grills for SPH make money?
    TIA for your input relating to energy costs and summer heat related to this company.

  • buysellshortorhold buysellshortorhold Aug 4, 2015 7:06 AM Flag

    With ban lifted basmati imports to Iran will absorb all surplus basmati available thus lifting prices. If Iran were to import as much as its citizens want, it could create a shortage. Basmati is by far THE Iranian peoples choice rice for festivities, weddings, anniversaries, holidays etc.

  • The price of beef has resulted in contraction due to limits to elasticity of demand bands.
    On the other hand, "Chicken segment operating margin of 11.4%"
    See TSN quarterly report today.
    Should be good for PPC and SAFM.

    Sentiment: Strong Buy

  • Tyson in trouble because retail beef prices have reached a plateau above maximum demand elasticity.
    The direct beneficiaries are chicken and pork with chicken availability far more widespread in stores and restaurants. Chicken is a restaurant food in accelerating demand.

    Sentiment: Strong Buy

  • buysellshortorhold by buysellshortorhold Jul 31, 2015 9:28 AM Flag

    172% above current price of $11.50 or so.

  • Reply to


    by caffeinsomniac Jul 27, 2015 6:07 PM
    buysellshortorhold buysellshortorhold Jul 27, 2015 7:01 PM Flag

    MNK next year's P/E adjusted for / after the sale is only 14.20.

  • buysellshortorhold buysellshortorhold Jul 24, 2015 10:49 AM Flag

    Which low risk bonds are generating yields higher than VTR dividend?

    What I like about VTR is simple demographics, great management, company's strong history, ability to successfully maneuver through periods of interest rate rises. I think you will find VTR will handle debt as in the past and come out of it even stronger. It forces companies to make hard decisions, the same decisions that should have already been made regardless of the rate environment.
    You do point out the challenges which is good to see.

  • Reply to

    Brad Pitt Weighs In On the Costco Egg Debate

    by netlosstoo Jul 16, 2015 11:51 AM
    buysellshortorhold buysellshortorhold Jul 20, 2015 8:25 AM Flag

    I think Brad Pitt promotes free range chickens which has these problems:

    1. Many diseases such as respiratory(infectios coryza and infectious laryngotracheitis) intestinal diseases (E-Coli and liver failure), Coccidiosis are rampant in outside soil. Ok for desi fowl / free range chickens but deadly for modern domesticated chickens.

    2. Protection from foxes, rats, wolves, hawks, owls(especially the great horned owl) all of which cause havoc on chickens and leave the flock half dead and bloodied.

    3. Winter. No chicken will survive free range in Winter in the northern half of USA. Dead as a doornail.

    4. Productivity. Domestic chickens when in a free range environment produces fewer eggs and become broody for extended periods of time.

    I like Brad Pitt for his superior efforts to help humanity but he has no real knowledge of the chicken.
    --Retired chicken farmer.

    Sentiment: Strong Buy

  • Insider Transactions Reported - Last Two Years
    Date Insider Shares Type Transaction Value*
    May 1, 2015 HANSEN BRIAN NDirector 10,000 Direct Purchase at $11.86 per share. 118,600
    May 1, 2015 DEMERITT JOHN GOfficer 1,000 Direct Purchase at $11.80 per share. 11,800
    Mar 9, 2015 BURKE JOHN NDirector 1,735 Direct Purchase at $12.28 per share. 21,305
    Feb 25, 2015 CARTER SCOTT HOfficer 3,000 Direct Purchase at $12.79 - $12.8 per share. 38,0002
    Feb 23, 2015 CARTER JEFFREY BOfficer 1,500 Direct Purchase at $12.79 - $12.8 per share. 19,0002
    Feb 20, 2015 DEMERITT JOHN GOfficer 1,000 Direct Purchase at $12.71 per share. 12,710
    Nov 12, 2014 DEMERITT JOHN GOfficer 1,000 Direct Purchase at $12.10 - $12.11 per share. 12,0002
    Nov 10, 2014 CARTER GEORGE JOfficer 5,000 Direct Purchase at $12.12 per share. 60,600
    Oct 31, 2014 CARTER JEFFREY BOfficer 2,700 Direct Purchase at $11.95 per share. 32,265
    Sep 12, 2014 HANSEN BRIAN NDirector 3,060 Direct Purchase at $11.85 - $11.86 per share. 36,0002
    Aug 11, 2014 DEMERITT JOHN GOfficer 1,000 Direct Purchase at $12.17 per share. 12,170
    Aug 6, 2014 CARTER GEORGE JOfficer 10,000 Direct Purchase at $12.15 per share. 121,500
    Aug 4, 2014 CARTER JEFFREY BOfficer 2,100 Direct Purchase at $12.07 - $12.09 per share. 25,0002
    May 5, 2014 DEMERITT JOHN GOfficer 1,000 Direct Purchase at $12.17 per share. 12,170
    Mar 5, 2014 BURKE JOHN NDirector 6,327 Direct Purchase at $12.70 - $12.71 per share. 80,0002
    Feb 28, 2014 MURRAY GEORGIADirector 4,000 Direct Purchase at $12.47 - $12.55 per share. 50,0002
    Feb 28, 2014 BURKE JOHN NDirector 1,808 Direct Purchase at $12.54 - $12.55 per share. 23,0002
    Feb 26, 2014 CARTER JEFFREY BOfficer 2,900 Direct Purchase at $12.23 - $12.25 per share. 35,0002
    Feb 21, 2014 DEMERITT JOHN GOfficer 1,000 Direct Purchase at $12.10 per share. 12,100
    Sep 13, 2013 HANSEN BRIAN NDirector 6,500 Direct Purchase at $12.28 per share. 79,820
    Sep 12, 2013 HANSEN BRIAN NDirector 3,500 Direct Purchase at $12.20 per share. 42,700
    Aug 19, 2013 DEMERITT

    Sentiment: Strong Buy

  • "Dutch experiment: Feeding live insects to chickens
    Dutch feed producer ForFarmers and the Department of Entomology at Wageningen UR, the Netherlands have together launched a trial in which broiler chickens are being fed live insects."
    -- Worldpoultry dot net

    Sentiment: Strong Buy

  • buysellshortorhold by buysellshortorhold Jul 15, 2015 3:44 PM Flag

    June quarter report should be out soon. Should be fine.

  • buysellshortorhold buysellshortorhold Jul 8, 2015 3:03 PM Flag

    Read the most recent edition of Worldpoultry magazine and you definitely will NOT sell any USA broiler / roaster / chicken meat stocks. Reason: Bird flu now "out of control" in producers all over Asia. Translated: Most producers cannot control the avian flu AND most Asian countries will need to import.... or do without.

  • Costs of materials down.
    Energy costs down.
    Strong dollar enables high quality, lower cost component purchases.
    Demographics increasingly favor this business.

  • buysellshortorhold by buysellshortorhold Jun 23, 2015 10:49 PM Flag

    ALABAMA - Will The Circle Be Unbroken Lyrics
    Artist: ALABAMA
    Album: Songs Of Inspiration II
    Genre: Rock

    Well, I was standing by my window
    On one cold and cloudy day
    When I saw that hearse come rolling
    For to carry my mother away

    Ohh, will the circle be unbroken
    By and by, Lord, by and by?
    There's a better home awaiting
    In the sky, Lord, in the sky

    Hey, undertaker
    Hey, undertaker, undertaker, please drive slow
    For that body you are haulin'
    Lord, I hate, I hate to see her go

    Ohh, will the circle be unbroken
    By and by, Lord, by and by?
    There's a better home awaiting
    In the sky, Lord, in the sky

    I went back home, my home was lonesome
    Missed my mother, she was gone
    All my brothers, sisters crying
    In our home so sad and alone

    Will the circle be unbroken
    By and by, Lord, by and by?
    There's a better home awaiting
    In the sky, Lord, in the sky.......................
    -- Alabama

    Sentiment: Strong Buy

  • buysellshortorhold buysellshortorhold Jun 23, 2015 1:49 PM Flag

    Rates were MUCH higher in 1999 and 2000. Rates have less impact on VTR results this round than at that time.

  • This stock is fundamentally very inexpensive. In order to attain a PEG of 1.0 stock needs to rise 30%, to $158.94. I like this one based on low P/E and PEG ratio combination.

  • Reply to

    FSP is a value on the stock market

    by aroundtheworldin30days May 12, 2015 10:54 AM
    buysellshortorhold buysellshortorhold Jun 19, 2015 10:54 AM Flag

    In order to attain the normal price:book of 1.50 on this company the stock would need to rise 30.3% to $15.50.
    Agree, the dividend takes care of you while you wait.
    The great thing about this stock is management's continued debt control which is inspiring for a business like this. In the eventuality of rate increases, this is exactly what you want in a REIT.

    Sentiment: Strong Buy

10.58+0.07(+0.67%)Sep 3 4:02 PMEDT