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Regions Financial Corporation Message Board

chickenguy_nc 47 posts  |  Last Activity: May 19, 2015 11:36 AM Member since: Oct 5, 1999
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  • Reply to

    high pe

    by elkinssm May 10, 2015 1:13 PM
    chickenguy_nc chickenguy_nc May 19, 2015 11:36 AM Flag

    I asked about this a while back, got hammered, but got good information. The current P/E reflects the $1.64B breakup fee paid to Shire. If you look at key statistics, you'll see that the forward P/E, which will not be affected by that fee, is only 13.6, very reasonable.

  • Reply to

    Getting Mugged Today

    by ochsnerbier May 15, 2015 3:45 PM
    chickenguy_nc chickenguy_nc May 18, 2015 10:27 PM Flag

    Do you guys still read his posts? Whatever he said, I think it was directed at my post, not Ochs. I have him on IGNORE and haven't read any of his posts for months. I can just barely see his name - all faded - with the note "Post hidden because you ignored this user" A truly fine feature of the board.

  • Reply to

    Getting Mugged Today

    by ochsnerbier May 15, 2015 3:45 PM
    chickenguy_nc chickenguy_nc May 18, 2015 3:48 PM Flag

    Almost back to Wed/Thurs highs. Glad to see it open up, suggests oversold yesterday. Maybe it will stabilize around this level.

  • Reply to

    Getting Mugged Today

    by ochsnerbier May 15, 2015 3:45 PM
    chickenguy_nc chickenguy_nc May 15, 2015 10:11 PM Flag

    I hold 4 bank stocks, RF, JPM and two big Canadian banks, and all were down today. RF was the most decidedly down, but all were moving that way. RF does seem to have a pretty firmly established trading range, and earnings and dividend increases are the only way out.

  • That's okay, taking a break, several good days in a row, RF deserves a rest. Just hope we can hold above $10 for a while, gather support for a push sometime in the fall.

  • Reply to


    by ochsnerbier May 11, 2015 11:18 AM
    chickenguy_nc chickenguy_nc May 11, 2015 2:00 PM Flag

    Sadly, no, that won't happen. Those posts are robotic, doesn't matter what the stock is doing, just get the spam on the boards. This board is far from the worst. If you want to see how bad boards can get, between spam, politics and religion, visit GE or XOM. Seldom see even a single relevant post. There's probably a reason why Yahoo has no competition in the stock market message board service.

  • Reply to

    I like the new

    by oedd1159 May 7, 2015 12:01 PM
    chickenguy_nc chickenguy_nc May 7, 2015 2:33 PM Flag

    I worked at G/GW/SK for about 20 years. Your phrase "GSK strategy" is an oxymoron. Strategic thinking, strategic planning, strategic execution have never been a company strength.

  • Reply to

    No comments on PFE rumor?

    by chickenguy_nc Apr 28, 2015 2:52 PM
    chickenguy_nc chickenguy_nc May 1, 2015 9:18 AM Flag

    And I just saw an article raising the possibility that GSK may scrap the special dividend idea and use the money for other purposes.

  • Reply to

    A good start

    by chickenguy_nc Apr 17, 2015 4:43 PM
    chickenguy_nc chickenguy_nc Apr 30, 2015 4:50 PM Flag

    Well, maybe today is the beginning. Traders are worried about earnings. About time. Ten more days like this one, bring the market back to a more sustainable level.

  • Reply to

    No comments on PFE rumor?

    by chickenguy_nc Apr 28, 2015 2:52 PM
    chickenguy_nc chickenguy_nc Apr 30, 2015 4:47 PM Flag

    I know about the special dividend, but what is a "tat" dividend? Not familiar with the term

  • Reply to

    Banks Day

    by ochsnerbier Apr 29, 2015 12:25 PM
    chickenguy_nc chickenguy_nc Apr 29, 2015 3:18 PM Flag

    How much of the RF rise do you think is due to the $7.5M decision? That had to remove some uncertainty, and it's a relatively small amount of money.

  • Reply to

    No comments on PFE rumor?

    by chickenguy_nc Apr 28, 2015 2:52 PM
    chickenguy_nc chickenguy_nc Apr 29, 2015 3:16 PM Flag

    I'm no expert on these matters, but my understanding is that the government can't block outright a takeover of this sort. They can try to ensure that some number of jobs will be retained, but bottom line is that it's a publicly owned company. If management and shareholders agree to price, it will be sold. Just my opinion, would like to hear from anybody with real knowledge.

  • Reply to


    by donatt7 Apr 27, 2015 7:54 PM
    chickenguy_nc chickenguy_nc Apr 28, 2015 2:56 PM Flag

    There is talk of such a deal. Used to work for Glaxo, retired when SK took over and created the most intensively micromanaged work environment imaginable. Don't know anything about the PFE culture, but it's almost certain to clash with GSK. It will be a rocky road ahead if it happens. But it does make sense from the PFE side.

  • chickenguy_nc by chickenguy_nc Apr 28, 2015 2:52 PM Flag

    A couple of articles have appeared suggesting PFE is interested in a takeover of GSK. I'm surprised this board isn't full of comments.

  • Reply to

    Digging Deeper

    by chickenguy_nc Apr 26, 2015 10:39 AM
    chickenguy_nc chickenguy_nc Apr 26, 2015 12:29 PM Flag

    Good post, thanks for the thoughtful reply.

  • chickenguy_nc by chickenguy_nc Apr 26, 2015 10:39 AM Flag

    An interesting article can be found by searching on "jeffrey rothfeder washington post." It's titled "The great unraveling of globalization" and it's highly relevant to the situation in which PG finds itself. About 60% of PG sales are outside the US, a level that may not be sustainable in light of what is taking place in the world marketplace. In an earlier post, puddintane criticized as a "sign of desperation" PG management forecasting of finances relative to "constant currency core results." I'd like to ask how else a company with 60% of its sales being made in currencies other than the US$ could possible be stated. The PG management has NO control over currency values, and thus NO control over the dollar value of non-US sales. PG is not directly mentioned in the Rothfeder article, but the downsizing and refocusing on core brands are consistent with how other international companies are reacting. Rather than posting mindless cheap shots at PG management, shareholders might want to try to develop an understanding of the challenges the company faces.

  • Reply to


    by rmtm71 Apr 24, 2015 12:08 PM
    chickenguy_nc chickenguy_nc Apr 24, 2015 1:33 PM Flag

    Good post, I appreciate your insight into this company and the sector. Do you think PG would ever consider - and would shareholders benefit from - splitting the company into 3-4 smaller companies, along the already established division fault lines? I hold PFE, and it has been setting itself up to do that for the past couple of years, and most analysts are positive, the comment being that it "unlocks shareholder value." As large as PG has become, it could divide into 3-4 companies that would still be among the largest market caps in the sector. Glad to see the nice little recovery today.

  • Reply to

    Spilt announcement tomorrow

    by im_the_reel_slim_shady Apr 22, 2015 10:59 PM
    chickenguy_nc chickenguy_nc Apr 24, 2015 1:25 PM Flag

    You are definitely correct about this, but I can't find any reason whatsoever for a shareholder to care about the influence of JNJ on the Dow. What possible difference does it make? And, since you've made the same error twice, it's "lessen" not "lesson" JNJ's influence. Comments such as "Get a clue" and "Rookie" don't add any authority to your posts. Do you get some thrill out of being rude?

  • Reply to


    by docleaf02 Apr 23, 2015 12:42 PM
    chickenguy_nc chickenguy_nc Apr 23, 2015 4:05 PM Flag

    While you're correct that PG has underperformed KMB and CLX over those time periods, there are several points you might want to consider if planning to start a position. First, compare the amount of cash on hand. PG is in a position to make substantial acquisitions of companies or product lines, or to carry out a buy-back. Second, compare the LTD/capital figures. Both KMB and CLX carry debt burdens 2-3 times that of PG. Should opportunities arise that require financing, PG is in a good position to take on additional debt as needed. For me, bottom line is that going forward PG is the consumer goods company of choice. The dividend pays a good part of my household products costs, and I'm satisfied with the yield. I'm holding long term.

  • chickenguy_nc by chickenguy_nc Apr 23, 2015 3:56 PM Flag

    I'm new to the T board, so previously unaware of treward. Don't think I've ever seen a poster be so wrong about so many things in such a short period of time. Is he trying to be funny?

10.28+0.10(+0.98%)May 27 4:00 PMEDT