Fidelity National Financial, Inc. Message Board
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swhc should be privately held, or bought by larger company.
by equity_360 •May 19, 2013 11:23 AMPrivate equity will not touch it, but a single billionaire investor could make a killing on this stock. Take a position and offer to buy it out at $12/share. here can't be many great brands out there that you can buy for 5.5x EBITDA.
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I seem to recall that there were some political issues going on at the last earnings release. And pension funds were selling. Let's keep an open mind about this earnings release...and the other announcements.
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Guns without ammo are just expensive clubs...lol...from RGR poster
by datbehardwork •May 16, 2013 4:06 PMDidn't you just tell us that there is ammo all over the place, and that the bubble has burst?
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Thanks for the info. I'm not a backdoor basher. A colleague recommended the stock and so I am edging in.
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New to the stock, looking to buy more, but would like to know what the company's monthly burn rate is, and how long they can go without raising more money. I don't want to be diluted 6 months from now. I have looked at the financials, but it is difficult to figure out. Thanks for any help.
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Checked his "full range of Glock's' claim. They have seven models in stock-28 out of stock. In this area the cops love the S&W 40.
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Checked datbe on the Glock claim...a Glock 17 at Bud's is now $575. I paid $400 two years ago...so obviously the boom is over-lol.
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He claims that prices are falling back. The S&W 22a I bought last year for $249 is now listed at bud's for $305. And why isn't Bud's advertising the M&P .40? Because they are all sold out to police departments. I think it is a positive that supply is catching up to demand. Earnings are in June...the shorties have one last shot at shaking out shares to cover.
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MRO missed by a mile on earnings...aftermarket was down $2.00/share last night...finished up positive for the day. this stock will trade on the idea that Icahn will make a proxy fight.
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If the entire market is trading at a 4 P/E we will have bigger issues to worry about JP.
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In the conference call Foley mentioned adding one or two more upscale restaurant brands and then doing an IPO of that segment. The trouble is in the casual segment. They need to spend a lot of money to get the units cleaned up. He indicated that April was a good month in restaurants and that the unit will be improving as the year goes on. I feel a little better.
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Just as I feared. Great title business shrouded by the money losing restaurant group. Spin it off and let the title business get a better valuation. I actually think the auto business will be a net plus the next few years.
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If SWHC made the same announcement the stock would jump 25%. I think an acquisition and debt issuance is baked into the stock price. Ruger's Chairman did Cerberus dirty today...any bidder will be hesitant to pay any kind of fair price at this point. I would hate to be the investment banker that promised a big multiple to Cerberus.
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Ruger has ZERO debt, and a very strong balance sheet.
by richer_than_your_mother •Apr 29, 2013 7:20 PMAnd paying big dividends. Which is nice. Except for the shorts.
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I can't figure out what that flow through discussion means. I think it means earnings were pulled into this quarter at the expense of future quarters because of inventory shortages.. But if the new products are as popular as advertised, who cares! We will sell a lot of product.
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The increased dividend by RGR could mean that they are out of the market for the Freedom assets. I'm not sure it was a good fit for them, but it is one less buyer to bid up the price.
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That is a good strategy...I had a drip in Texaco stock, and it kept rolling and rolling until I realized i was getting a 30% dividend yield on my initial purchase. A lot of Phillip Morris investors will tell the same story. I bought this stock betting on cartridges. I was correct on that, but missed the chemical weakness. Why are they even in chemicals? They do not have the scale to compete with the big boys.
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Just a bad combination of businesses. And they are talking about more acquisitions? Where is a good hostile raider when you need one.
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donbetheball popped up today.
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Beat estimates, but only because of Winchester-up 40% over last year, no slowdown at all. Highest earnings in the history of the Winchester brand. tomorrow will be very interesting. If shorts had trouble covering today, just wait until tomorrow. How many shorts want to hold over the weekend for the Ruger earnings on 4/29?