Cap product revenue is just too small, does not justify the SGA spend of $6.6MM, don't have enough details to determine why it is 23% of product sales, but management should be working that hard. I'll give them another quarter, cause I bought at .90 glta
you really need to exit this stock if you are going to hyper-ventilate over hypothetical 2% upswing in borrowing costs. That ain't gonna happen. Go buy a CD.
I'm talking about increases based on Blue Cross pricing up policies based on "we can get away with it", not Obamacare. obamacare just makes it even worse now for anyone paying their own way, especially families.
The increase you are getting is typical, even before Obama Care effect. The problem is that we were promised reductions across the board, that's never gonna happen.
CFO makes a substantial commitment, everybody knows that ITW is selling Industrial Packaging, there is no insider conflict at all. You could have done the same thing.
A GSA award can drive volume, however the price commitment typically limits profitability, so expect low margins on commodities, better results if there are proprietary/ patented items included in the schedule.
STDslimebreath : your timing is phoney, based on the date of your post, idiot. You make #$%$ up, then deny the math when the shorts get caught holding a big bag. You are truly an idiot, go ahead and short this, liar, I'll continue to take your money all day.
Agree with you, don't plan on a lot of price appreciation, bought it for the dividend. Keep an eye on the NAV trend, it's been good (notwithstanding Sheepdip's misguided hysteria).