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Time Warner Inc. Message Board

dcdcdc131313 12 posts  |  Last Activity: 8 hours ago Member since: Mar 31, 2009
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  • dcdcdc131313 dcdcdc131313 Apr 29, 2014 8:01 AM Flag

    If I didn't know better, I would think that bankruptcy was in the future for this company.

    They should really announce a buyback. They could easily buy back 1 million shares. That may mean nothing as a practical matter, but it would send a message.

    And if they could make a dividend, it would make this stock harder to short.

  • Reply to

    All the week's gains gone

    by mike_dotcom Jun 18, 2014 12:35 PM
    dcdcdc131313 dcdcdc131313 Jun 18, 2014 5:28 PM Flag

    when an elephant flies, you can't complain when it comes down.

    but this really has held up ok, keeping most of its gains without really much news. and hero is the stepchild in a sector that many have a dim view of - Ensco's monthly report indicated a nice new contract for a deep water rig, and all the "experts" say that this is too high and not indicative of what down side nature of the industry.

    patience - all this means that we need to turn profits.

  • dcdcdc131313 by dcdcdc131313 Jun 26, 2014 7:55 AM Flag

    Listened to the recent presentation last nite.

    They certainly were unapologetic about the Angola cancellations. and I can't criticize them - taking the higher road is the better course, and dealing in question deals won't come back to hurt them.

    But the short term seems a little "choppy" (to use their term). With the present supply, customers seem to be holding off until the hurricane season is over. And next year depends upon the supply. But the recent buys by insiders certainly gives me a little confidence that that the stubborn optimism expressed at the presentation may bear out.

  • Reply to

    The Mattel issue for investors

    by y2k7trillionover Jun 25, 2014 7:44 AM
    dcdcdc131313 dcdcdc131313 Jun 25, 2014 9:48 AM Flag

    Yes, they have a history of missing estimates, sometimes good, sometimes bad. The bad is certainly frustrating.

    But on the next quarterly report, I have some hope - first, because the estimates have been taken down a little, second because they may well have worked through their inventory problem the last quarter (one reason for their miss last quarter), third because Easter is in this quarter instead of last year's prior quarter, and fourth, perhaps the most important, is "Frozen" - they have at least a couple of licenses, and this this very very hot (no pun intended).

    Barbie and hot wheel sales may be still a drag, but they are trying to upgrade at least Barbie, and that may be good.

  • Reply to

    Hey Dealer, you sfill here?

    by boba413 May 14, 2014 11:17 AM
    dcdcdc131313 dcdcdc131313 May 18, 2014 12:25 PM Flag

    listened to the quarterly earnings report. management seems very candid. the report wasn't wonderful. i knew about the lack of arm sales. weather did seem to weigh on sales too. but earnings should have been a little better because Easter heart last year's quarter, but this year Easter is in the present quarter. (they close stores during Easter)

    as to the next /present quarter, a return to more routine weather should help. but can we depend upon routine weather? and as Easter is in the pending quarter, this will hurt this quarter.

    they're "e-commerce" seems to be a drag on earnings, and they are not giving any guidance on this venture - but that is cautious and shouldn't be criticized. and this is a venture that they must enter to be part of today's commerce.

    i am not a shareholder as of yet. but the value is compelling. i am going to look at a good entry point.

  • Reply to

    Time Inc

    by herbie88 May 9, 2014 6:19 PM
    dcdcdc131313 dcdcdc131313 Jun 3, 2014 4:35 PM Flag

    It seems to be at a "when issued" price of about 22 as of today.

    But I have a better question - does the twx price refliect that the Time Inc. stock has been spun off already?

  • Reply to

    Hey Dealer, you sfill here?

    by boba413 May 14, 2014 11:17 AM
    dcdcdc131313 dcdcdc131313 May 15, 2014 6:10 AM Flag

    I've begun watching this stock. Seems to have fallen off due to the easing of firearms sales. But still has a nice base.

    and the recent slide in small caps may add extra head winds.

    but I have an additional thought. the long and hard winter may have hurt sales. Although this was more of a eastern event, and winter sports certainly provides real demand, I can't help to think this had an effect. Was there any mention of this on their last earnings report.

    I would think that this stock may meander over the next 6 weeks as it approaches its next earnings report. I think I will look for a good entry point.

  • Reply to

    Next year's estimates just got lowered

    by mike_dotcom May 21, 2014 4:05 PM
    dcdcdc131313 dcdcdc131313 May 22, 2014 6:17 PM Flag

    It may have gone down because there may be some additional expenses for the new contract that can't be capitalized. If that is the case, we should be so lucky.

  • Reply to

    Todays seeking alpha article

    by firecaptain9 May 28, 2014 5:15 PM
    dcdcdc131313 dcdcdc131313 May 29, 2014 8:02 AM Flag

    Yes, the have. But they had some serious losses last year too (at least on the balance sheet).

    They need to show that they are really profitable. There is just a perception that they have outdated equipment, and failure is just around the corner. If they can just continue these results show profits approaching $1/share/year (next year one analyst have them pegged at 83 cents), they will be able to shake these cobwebs - if they announce a share buyback, this stock would zoom.

  • Reply to

    Time Inc

    by herbie88 May 9, 2014 6:19 PM
    dcdcdc131313 dcdcdc131313 Jun 6, 2014 11:13 AM Flag

    And if it does reflect the spin off as of now (which I think it does), that means that twx is really trading at about 74, not 71.50, which is really a nice amount over its high.

  • Reply to

    The Mattel issue for investors

    by y2k7trillionover Jun 25, 2014 7:44 AM
    dcdcdc131313 dcdcdc131313 Jul 11, 2014 12:04 PM Flag

    why do you think that MH (I assume you mean Monster High) will be a drag. It has been steadily increasing. And, if it misses, that may mean the Barbie sale will more than rebound (MH has been cannibalizing Barbie sales, and this will take pressure off of Barbie).

  • Reply to

    Next Quarter will in the RED.

    by marketsagame Jul 24, 2014 1:37 PM
    dcdcdc131313 dcdcdc131313 8 hours ago Flag

    The next quarter (the one we are in) will be tough. They said demand is low in the Gulf because customers are holding off due to the hurricane season, and consolidation of companies is causing some delay. They will be lucking to be in the black, although I am hopeful.

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