That's a good angle to pursue. I'll check them out in the coming weeks.
Last SWHC earnings report was a +11.1% upside surprise on the EPS though. SWHC is moving up in anticipation of another beat while RGR is churning in a holding pattern after a pullback. If RGR has a knee jerk reaction to the downside upon another SWHC beat that'd be a great opportunity IMHO.
The November 2013 NSSF-adjusted National Instant Criminal Background Check System (NICS) figure of 1,308,100 is a decrease of 14.2 percent compared to the NSSF-adjusted NICS figure of 1,525,177 in November 2012. For comparison, the unadjusted November 2013 NICS figure of 1,805,759 reflects a 9.6 percent decrease from the unadjusted NICS figure of 1,997,703 in November 2012. NSSF-adjusted NICS for November 2013 is the second highest on record — an 18.8% increase over November 2011.
Looking at the bar chart for November clearly shows how the upward trend is still intact, when you see the magnitude of the outlier surges represented by Pres O's initial election in 2008 and subsequent re-election in 2012. If we follow the same pattern as we did in 2009 thru 2011, 2014 thru 2016 will continue to show positive Y/Y trending. For comparison, 2008 to 2009 showed a comp of -28.8%, which was a MUCH bigger drop than we just got upon his recent re-election.
Nevertheless, standby for Scott Hamann hit piece. Some schmucks never quit.
F is still up over 50% including the dividend in the "past year". I'm not sure what chart you're looking at. Last December, F went up +13% vs +0.9% for the S&P500. Not bad for a "notoriously bad month" for car sales.
Well I was as shocked as everyone else that the market is acting like the taper is factored in all of a sudden, so it looks like you can cross that one off of your list.
What analysis? What has changed recently in the fundamental growth prospects represented by the Mayodan Expansion, which is the reason for the massive run up? 32% of their sales are new products and they are expanding their ability to produce those, not to mention the new models which they haven't unveiled yet.
No worries.....I've just been preoccupied with other stocks. Everything seems OK here, just a healthy pullback I think. What a run this has had !!!! Seems like a pretty good re-entry point here to replace the portion I sold. It'd be better if the MACD were a little lower though. I feel like with SWHC reporting after Tue close, this could start to run back up but maybe this is playing a wait and see game this time, since it has already soared so high. Possible trendline support around 70.67ish. GLTA (except shorts).
That's just how short term momentum traders think, not really the kind of fellow shareholders you want if you are buying a stock for the longer haul. People who are familiar with the great fundamentals are buying. Hopes and promises ?? How about analysts consensus for (do the math) +15.00% ttm EPS Growth after F Reports Q4 vs only +3.40% for GM. GM's earnings growth has been far more erratic than F's.
I think he has signed a non-disclosure agreement with MSFT which he never should have done. He didn't anticipate the fact that people might sniff out the fact that he considered the position and now even though he has told the board he's sticking to the plan to remain as CEO until the end of 2014, he can only say publicly that his plan has not changed. Anything more and he violates the legal agreement he signed with MSFT. The Ford board has most likely ensured that he will remain through retention awards.
PS: Do an overlay of the S&P on the above described 5 min. chart and you'll see that on the three opportunities to buy at the bottom of the channel that have presented themselves so far, if you did so you are outperforming the index.
OK, we had the irrational smackdown of both F and GM on the great sales data on Tue, 3 days ago. GM got support from hedgie pumpers, assisted by Crammer. They directed investors who have no independent thought processes away from F and into GM, in copycat fashion.
If you look at the 5 min chart though, you can see that F is still trading in a fairly well defined parallel channel with an upward slope of +.08 per day and a range of about +/- 0.16. The stock keeps surging upward within this channel shortly after the open or in this case today, right at the open and then the sellers knock it down. As long as this continues to be an upward slope though, we should break $17 on Monday.
Stocks take the elevator down and the stairs back up. This one is irritatingly volatile.
Sigh.....my bad......apparently Sherlund was referring to a Phil LeBeau, CNBC interview of Mulally on 12/5, so Mulally did say "we do not comment on speculation".
Anyway, my opinion is that if a board member (Edsel Ford II, great grandson of Henry Ford) has gone out on a limb and said that he is staying until the end of 2014, they will probably offer him a retention bonus to stay should he, unlikely as it is, be tempted to leave earlier and that's all we'd ever hear about it.
This is getting annoying.
Exact quotes from the Bloomberg 12/5 Interview:
Interviewer: "We had some headlines crossing on the Bloomberg that say you told Edsel Ford and the board at Ford that you are going to stay at the company, so.........are they asking you again to renew your commitment ?"
Mulally : "I love serving at Ford and there is no change to the plan"
Interviewer: "You always told me in the past that you are going to stay until AT LEAST 2014"
Mulally": "I love serving at Ford and there is no change in the plan"
From the Bloomberg article accompanying video of interview:
Rick Sherlund, Nomura Holdings ANALyst quote from his Investor's Note today:
"Alan Mulally was asked directly about this, and he said only that he is happy serving Ford. When then confronted with the observation that he did not answer the question, all he would say is, 'we do not comment on speculation' "
All I can say is that it appears to me that Sherlund is lying, because nowhere in the interview did Mulally say "we do not comment on speculation". I believe that was a comment from a Ford company spokesman and Sherlund is trying to do what analysts do best and distort the issue to benefit their own trades by attributing the comment to Mulally in the Bloomberg interview (IMHO).
Where's the confusion (from Seeking Alpha) ???:
"Ford (F +0.5%) director Edsel Ford II tells Bloomberg Alan Mulally, widely reported to be a top candidate (if not the frontrunner) to replace Steve Ballmer as Microsoft's (MSFT -2.4%) CEO, WON'T BE LEAVING UNTIL THE END OF 2014."
Earnings Per Share Growth is the bottom line right? ttm EPS Growth (F vs GM):
Currently: +12.50% vs -6.35%
After Q4 '13 Reports (calc. based upon analysts ests. and hist. avg. +14% beat for both): +23.73% vs +7.97%
After Q1 '14 Reports (calc. based upon analysts ests. and hist. avg. +14% beat for both): +29.70% vs +31.98%
Just heard him Dis F on the "lightning round".......advised don't buy because Mulally is the reason "we" like F and he's leaving. What a hypocrite, I remember him calling Mulally a liar to the show back not too long ago. Also advised someone else to buy GM so it appears he's playing the hedgie line here.