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Bob Evans Farms, Inc. Message Board

dukeoftralee 338 posts  |  Last Activity: Sep 15, 2014 6:17 PM Member since: Apr 17, 2000
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  • Reply to

    Interesting article about stock buybacks

    by dukeoftralee Sep 13, 2014 12:16 AM
    dukeoftralee dukeoftralee Sep 15, 2014 6:17 PM Flag

    $1,000.00 suits with no substance = "The Emperor's have no cloths"! The new Board may be ready for a "fashion make over"!

  • According to study published this week by Harvard Business Review, over 90% of the profits generated by companies in the S&P 500 over the past decade or so has gone toward either dividends or stock buybacks (when companies repurchase their own shares). The study’s author, William Lazonick, an economics professor at the University of Massachusetts at Lowell, says that’s bad news because it leaves very little money for companies to invest in projects that may produce greater long-term profits and create more jobs.

  • Reply to


    by dukeoftralee Sep 4, 2014 1:03 PM
    dukeoftralee dukeoftralee Sep 8, 2014 7:01 PM Flag

    Listened to the show, doesn't surprise me that someone is playing the short side on BOBE. Volatility can be both sides of a trades friend.

  • Reply to

    10-12% ROI

    by dukeoftralee Apr 25, 2014 7:36 PM
    dukeoftralee dukeoftralee Sep 6, 2014 11:55 PM Flag

    up over 12% YTD
    If you averaged down just 3 weeks ago, you are up over 20%
    yea baby, FREEDOM!!!!

    Jan. of 2012 $18.00 today $75.00 still room to run.

    NEOG 5 splits since 2004

  • dukeoftralee by dukeoftralee Sep 4, 2014 1:03 PM Flag

    I bought BOBE last week above $47.00 and again this week under $43.00. It sure would be great if BOBE could help me understand why it went to $43.00 and what is being done to get it back to over $48.00 and when we can expect to see it? Maybe a nice template could explain it.

  • Reply to


    by maxamaddie Sep 2, 2014 3:31 PM
    dukeoftralee dukeoftralee Sep 2, 2014 11:16 PM Flag

    I sure hope that new fried chicken that the CEO is pumping, does the trick!

  • Reply to


    by maxamaddie Sep 2, 2014 3:31 PM
    dukeoftralee dukeoftralee Sep 2, 2014 11:14 PM Flag

    Bought today to average down my purchase made last week at a higher price point. I did my part to make a expected 10 - 12% ROIC easier! If BOBE goes lower, I will do again but I expect the highly educated, inclusive, forward thinking, innovative leaders at BOBE to get their act together.

  • Reply to

    New CEO

    by beverlyhistory1 Aug 28, 2014 3:35 PM
    dukeoftralee dukeoftralee Aug 29, 2014 5:45 PM Flag

    10-12% ROIC is the stated goal of BOBE.

  • Reply to

    Special Meeting Amendment

    by snortenstein Aug 26, 2014 12:28 PM
    dukeoftralee dukeoftralee Aug 26, 2014 8:02 PM Flag

    Among other matters voted on at the Annual Meeting, Sandell is pleased that the amendment to Article Twelfth of the Company’s Charter was approved by approximately 84% of the Company’s totalshares outstanding. With the passage of this amendment, ANY Director may be removed from the Company’s Board with or without cause by a simple majority of the shares outstanding. Because shareholders of Bob Evans have the ability to act by written consent, ANYshareholder has the ability to solicit consent for the removal of one, some, or the entire Board of Directors at any time, not just at the Company’s annual meeting. Shareholders thus have an incredibly powerful tool to ensure the highest standards of accountability from the entire Board of Directors, which may be particularly meaningful in the case of Bob Evans given the fact that a significant majority of total shares outstanding were just voted in favor of a number of Sandell’s nominees. ......................................... Sounds like the potential for some sleepless nights for Directors if a 10- 12? ROIC isn't achieved!!! Maybe BOBE should run another template. As stated at the Shareholder meeting, the goal is to UNCOMPLICATE the transaction of business between BOBE and their partner.

  • Reply to


    by snortenstein Aug 21, 2014 2:57 PM
    dukeoftralee dukeoftralee Aug 24, 2014 10:54 PM Flag

    " For one to be successful---one has to stand with people---not above them "

  • Reply to


    by snortenstein Aug 21, 2014 10:46 AM
    dukeoftralee dukeoftralee Aug 21, 2014 11:16 AM Flag

    HRL - Splits: Feb 21, 1980 [2:1], Sep 4, 1985 [2:1], Jun 2, 1987 [2:1], Feb 21, 1990 [2:1], Feb 16, 2000 [2:1], Feb 15, 2011 [2:1]

  • dukeoftralee dukeoftralee Aug 11, 2014 10:11 PM Flag

    y2k7trillionover your comment " : I hold no position in BOBE because I do not like city slickers (like Sandell Asset Management ) running agriculture companies." Would you not say city slickers have been running BOBE the past 6 odd years??? Just asking?

  • Reply to

    Rubber stamping and fear of dissension

    by dukeoftralee Aug 10, 2014 11:40 AM
    dukeoftralee dukeoftralee Aug 10, 2014 11:40 AM Flag

    " People may hear your words-----but they feel---your attitude "

  • "Too much agreement----destroys----the chat "

  • dukeoftralee by dukeoftralee Aug 7, 2014 7:37 PM Flag

    DINNER ROLLS STOLEN:A resident of Hill St., Pleasant Hill, reported the theft of Bob Evans dinner rolls from her refrigerator. The refrigerator is in her carport. The resident advised the theft occurred approximately one month ago and wanted to file a report.

    Send the poor dear a coupon Bob!

  • Reply to

    A Super Duper Presentation!

    by snortenstein Jul 31, 2014 4:28 PM
    dukeoftralee dukeoftralee Jul 31, 2014 7:08 PM Flag

    Elimination of Direct Store Delivery asset intensive model

    Hilarious!!!!!! You guys are something else!!

  • Reply to

    Steve Davis must GO!!

    by leadenhallcapital Jul 29, 2014 8:08 PM
    dukeoftralee dukeoftralee Jul 30, 2014 6:27 PM Flag

    Repeated reduction in earnings guidance
    Missed consensus earnings in 14 of the last 24 quarters
    Consistently poor and declining same store sales
    Bloated corporate overhead
    Inordinately high SG&Aexpenses
    Abysmal returns on invested capital
    Failed ‘Farm Fresh Refresh’ remodeling initiative
    Industry worst margins

    You have to remember the terrible situation that Davis inherited. When someone as educated and connected as Davis is, comes in to take over a troubled company, the shareholders must give the new management time. Davis is implementing strategies that are forward thinking, inclusive, and revolutionary. They take time for the old guard that was entrenched at BOBE to buy in and make the change to Davis's way of doing business. Like staying open all day on Thanksgiving. Just think of where BOBE would be today, if Bob and Dan Evans had the vision and foresight to have done this back then, how much the shareholders would have benefited?? Imagine if Davis had been brought in back in the mid 80's, just think of the marvelous results could have delivered. Give Davis more time. It's kind of like Obama taking over for Bush.

  • Reply to

    Sandell should take a hike losers.

    by billberggren Apr 8, 2014 2:58 PM
    dukeoftralee dukeoftralee Jul 27, 2014 12:25 PM Flag

    Santelli must have read my post!
    CNBC's Rick Santelli went on another epic rant a few weeks ago - this time about cheap money and stock buybacks.
    He is right that stock buybacks can obfuscate a company's financial results.
    The earnings per share of Bed Bath & Beyond and Sirius have benefited from buybacks. Lululemon attempted such financial engineering in June but the market saw through it.

  • Reply to

    Falling Knife !!! Get out Fast !!

    by drmlk3 Jul 9, 2014 10:51 AM
    dukeoftralee dukeoftralee Jul 21, 2014 5:39 PM Flag

    management still significantly lowered its earnings guidance for fiscal 2015. The company now expects to earn between $1.90-$2.20 per share, down from previous guidance of $2.80-$3.00. It also expects full year same-store sales growth of 1.5%-2.5%. Hmmmmmmmmmm sounds like one heck of a revision!

  • Again, it's relative, because McDonald's still serves tens of millions of people a day. But if the number of diners consistently declines, price increases become the mechanism it has to rely on for growth. And higher prices likely mean fewer guests, again, because that makes already more-expensive competitors appear as stronger options. It has to reverse this drop.

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