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Amgen, Inc. (AMGN) Message Board

gopher_catcher 10 posts  |  Last Activity: Jan 23, 2015 8:24 PM Member since: Oct 31, 2012
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  • Reply to

    Dividend increase in 2015?

    by ombogat2000 Dec 14, 2014 5:38 PM
    gopher_catcher gopher_catcher Dec 15, 2014 1:13 PM Flag

    It was a little better than 3% in 2010. At that rate, we would be a little higher than $3/year. The high payouts associated with utilities usually go hand in hand with slow share price appreciation. Sempra's price appreciation appears more growth stock than dividend income utility. The company has huge capital expenses with the LNG, NG expansions. I don't have the latest costs from these developments, but they have to balance the debt load and the payout. Hopefully they can raise it to $3 +, but this large an increase might have to wait a cycle. Maybe they could do two increases in one year, six cents for the first two quarters, then another six for the second two quarters. At the end of that year, we would be about back to 2010 yield. The company is making huge investments in the NG area. If they deliver as planned, we should have a nice income stream for years, but this is already priced into the stock. They may have to wait until they actually start shipping the LNG to boost the dividend much.

    This investment has delivered the cash income I chose it for years ago, and the price appreciation is very nice but of little real use to me since I bought the stock for the dividend, not share price appreciation. I think the price appreciation will not continue, and the share price will again only rise slowly from here. If I were good at understanding this stuff I'd have a lot of money, rather than being concerned about increases in dividends to give me more spending money. When I look back at all the stuff that has happened, the settlement costs for the gas, the SONGS problem, the electric price scams of early 2000s , the big renewable, green push by the California Government , the reversal in gas supplies in North America, it is amazing the company has done as well as it has.

    Sentiment: Hold

  • Reply to

    OT: "Solar Wars"

    by investors_liberation_movement Jan 22, 2015 10:43 PM
    gopher_catcher gopher_catcher Jan 23, 2015 8:24 PM Flag

    It's a factor that individual solar will affect the industry. There is a basic problem with this rendering local utilities obsolete. As more people shift to solar, the concrete cave dwellers, industries, a lot of infrastructure will still be dependent upon the utilities. They are going to pay a higher percentage of the cost associated with the system. Also electricity has to always work. A few years ago the San Diego area had a region wide black out. This was a disaster for people trying to get home from their jobs because all the traffic control was out. Reliability, always there on demand, supplies to people who cannot gather enough sun light for their electric needs will require non-solar electric sources. The best solution for this I can see is to up the meter charge to cover the basic infrastructure costs spread across all the users. Anyone plugged into the grid should pay a portion of the cost of running it. Roof top solar is part of the energy generation solution, however the distribution system needs to be maintained. It's always nice to think of the upside, but the law of unintended consequences comes into play over and over again.

    The bigger risk for Sempra is how the natural gas investments perform.

    Good luck to you with your investments. I hope we can both make money.

    Sentiment: Hold

  • Reply to

    hp has 14b cash

    by dianedmk Nov 2, 2014 10:38 AM
    gopher_catcher gopher_catcher Nov 2, 2014 1:37 PM Flag

    I doubt HP will make any acquisitions on the hardware side, which appears will be the HP Inc. after the split. The enterprise side may still be looking to join with someone, but this is also unlikely given the large effort that will be required to complete the split. Throwing another set of assets, liabilities, and employees into the hopper to sort out would appear to me crazy at this time. I expect HP Inc. will look a lot more like traditional HP with a focus on hardware; code and service as necessary to support it. HP Enterprise will focus on software and service. It is the part of the company most likely to merge after the split. Depending how liabilities are split HP Inc., should have large amounts of cash to push new technology and make high margins in the future traditionally associated with HP before Carly chased revenue at the expense of margin. That continued with Hurd. For HP Inc., back to basics: Profit as the number one objective, invest in fields of interest funded with profit from the business. HP Enterprise is going to be stuck in the low unit profit business. Their best alternative is to merge and try to gain more scale. We'll see. I also expect the stock to split out around 900 million for HP Inc. and 900 million for HP Enterprise. This would give the total shares the same as currently floated for HP. Some of the people who read this board probably follow Agilent. Monday Keysight stock splits out, and the Agilent share price drops with Keysight having the market capitalization corresponding to the drop. Good luck to HP investors, and thank you to all the HP employees who have tried their best to make the company successful.

  • Reply to

    HP becomes 2 companies

    by jcexpress Nov 18, 2014 1:36 PM
    gopher_catcher gopher_catcher Nov 18, 2014 2:15 PM Flag

    I haven#$%$ seen a date, but probably the spilt will happen next at the close of business next October 31. HP's quarters end January 31, April 30, July 31, and the fiscal year ends October 31. There is a huge amount of work needed to complete the split. This is really going to be interesting because the cash generating HP Inc. won#$%$ be won#$%$ be supporting the supposed growth of HP Enterprise. HP Inc. will be the hardware focused entity from what I can see. With the things that appear to be in the hardware queue, it may well turn out to be the real growth opportunity. It's not clear where the Machine will land, but a Memistor product for some hardware device should hit in the next year unless the PR guys were just talking vapor ware a few years ago.

    I think ultimately HP Enterprise will be merged into another company and HP Inc. will continue as HP. I expect the stock split will be 1/2 share in each of HP Enterprise and HP Inc. for each share of HPQ that is owned. If they don#$%$ do it that way the per share price of each company will be too low.

    Hopefully, the spilt will give the customers better products and services and the employees of each company better opportunities. Forina and Hurd really screwed things up and Apotheker damn nearly sank the company.

  • Reply to


    by jeddiemack Nov 13, 2014 11:06 PM
    gopher_catcher gopher_catcher Nov 18, 2014 12:18 PM Flag

    Pepsi is in a race with Disney to 100. I think Pepsi will hit it first. Both are first class stocks. Disney is having a cash drain for Euro Disney that was probably unexpected. I would like $1.25 this year, but probably I will have to wait until next year. $1.00 sounds probable. If there is no bomb in the movies next year, I want $1.50. I had to wait a long time for this to pay. I remember when Ovitz just screwed the share shareholders, I don't trust these guys to have piles of cash sitting around. Run the business, integrate carefully made asset increments and send the money to us owners. Dividends are a better use of the money for shareholders than many other choices. Every decision the executives make should put the customers first, the employees second and the shareholders third there should be no other considerations. They need do right by these three groups. That's hard to do, but they are paid well to do it.

  • Reply to

    Nice! A 20% raise!

    by your_intellectual_superior Nov 25, 2014 8:17 AM
    gopher_catcher gopher_catcher Nov 25, 2014 11:54 AM Flag

    I just got into Hormel this June when I was forced out of Hillshire. Hormel is doing for me the things I am after in an investment. It is so nice to see income from dividends rise year after year. It appears to me most people try to make a lot of money quickly and do not hold the stocks for long periods to let the dividends do their magic. I think the whole financial planner, adviser, mutual fund manager, financial personality are in a big scheme to siphon off money from working people. They don't advise buy, hold, and let the investment work plans from what I see. They make money on the turn over, and nothing if you don't move stuff around. It's hard enough to accumulate enough assets to provide income for retirement with out the additional .5-3% drag these people take. Loss of the compounding base to taxes on price gains if you trade kills another 25% if you live in California. I never see return claims take this into account. Good luck to both of us with this.

  • gopher_catcher by gopher_catcher Nov 26, 2014 12:46 AM Flag

    does anyone know when GE shareholders will receive the Synchrony shares?

  • Reply to

    HPQ back to new high.

    by osulinback Nov 25, 2014 1:45 PM
    gopher_catcher gopher_catcher Nov 25, 2014 1:55 PM Flag

    In the words of BTO you ain't seen nothing yet. When they split this, HP Enterprise will get the cash drain software, service anchor off their back and the hardware guys will be able to make the magic again. All they need is a CTO who really knows his stuff. The biggest downfall of the company came with the abandonment of the hardware investment. Carly was an idiot and Hurd hates hardware.

  • gopher_catcher by gopher_catcher Nov 11, 2014 9:24 PM Flag

    I bought shares of Hormel when Tyson bought Hillshire for cash forcing me out of the stock. Hormel's past dividend growth suggests a stable increase of cash income to me over time. I'm pleased with how it has worked out over the last 5 months.

    I think they could come out with a new product of Chile Verde based on chunk pork. Does anyone else see a potential product here? I haven't seen any canned or refrigerated case product like this from any company. Is it technically difficult to make or just no market?

    I see small Muscle Milk sections on the shelves in one supermarket in the area. It looks as if they are opening a new distribution channel for that product. Even with added outlets I think this will remain a niche product, but I can never tell what is going to catch on. I mean energy drinks taking share, ( fairly small) from Coke and Pepsi. The margins on that stuff must be huge.

    Sentiment: Hold

  • gopher_catcher by gopher_catcher Dec 10, 2014 10:49 PM Flag

    GE's recent emphasis on producing oil field development products appears to be heading for hard times. I expect there will be significant profit reductions from these business segments. The earnings reduction may be more than a cent a share this quarter. Do other people feel this is significant to GE for this quarter and going forward?

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