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Fluor Corporation Message Board

earlofsndwich 5 posts  |  Last Activity: Oct 18, 2014 6:12 PM Member since: Sep 15, 2012
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  • Reply to

    Quality of HON posters.......

    by jaranda2001 Oct 18, 2014 5:59 PM
    earlofsndwich earlofsndwich Oct 18, 2014 6:12 PM Flag

    Ok, I will take up the baton. new to HON, but wanted to get in at a good price for quite a while. Did a bunch of Nov 90 calls this week, and hoping to get more than the triple i've already seen.

    this is a great industrial company, and does not need financial engineering, buyouts, or excessive margin expectations to do well. they are going to make 10-15% income compounded for years and years. Where else can you even hope for half of that?

    naysayers. be prepared to eat crow.

  • Reply to

    Backlog reduction or not

    by valueinvestor1234 Oct 16, 2014 4:52 PM
    earlofsndwich earlofsndwich Oct 17, 2014 6:14 PM Flag

    partially true. some of the more recent pricing templates for long term LNG sales from USGC to asia are based on a mark up above Henry Hub, not on the avoided asia price for crude. On this pricing basis more of the risk of global oil price is assigned to the buyer. With this arrangement the recent drop in global oil price would not impact incentive for buildout of US LNG export infrastructure. Also untouched is the demand for USGC petrochem plants, and fertilizer to take advantage of lower shale gas pricing. most recent technology awards have been global and in countries with oil export , and the technology is being bought to enhance total export revenue by upgrading raw fossil energy to more processed value added products. Any drop in crude price increases these incentives not lowers them. I don't see how CBI business drops away at all. Only possibility would be demand for new build deep offshore drillships and topsides from the fab yards. But those facilities can be used extensively for the USGC petrochem buildout.

  • Reply to

    38% diffwerence

    by ukelelejerzub Oct 2, 2014 10:05 AM
    earlofsndwich earlofsndwich Oct 2, 2014 10:29 AM Flag

    S&P research reports continues to suggest earnings increases, and margin expansion on work now being executed. No change in price target. and it would take an 80% gain to hit the 2015 target. Im holding, as i can't stomach a higher % of this in my portfolio, but every bone in my body wants to buy more. with leverage. If they come out and announce big write downs, I'm going to scream.

  • Reply to

    why the drop?

    by earlofsndwich Sep 24, 2014 1:18 PM
    earlofsndwich earlofsndwich Sep 24, 2014 1:59 PM Flag

    ok, fine if that's all it is. i thought maybe they were going to announce a production snafu. I'm here for the dividend, so, unless that is going to be cut, i could give a rats #$%$ what the share price is on any given day.

  • earlofsndwich by earlofsndwich Sep 24, 2014 1:18 PM Flag

    ?? so now its making sense to people that this stock should trade with a 6% dividend, earnings growth, locked in sales, and at a 9 PE???

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