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Oil-Dri Corp. of America Message Board

greendog03 206 posts  |  Last Activity: 11 hours ago Member since: Oct 29, 2003
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  • Reply to

    I Post What I See

    by m.moc63 15 hours ago
    greendog03 greendog03 11 hours ago Flag

    value is hard to sell in a zero interest-rate world

  • Reply to

    cheerleaders for mentech

    by jingles29349 Aug 28, 2015 9:13 PM
    greendog03 greendog03 Sep 3, 2015 4:11 PM Flag

    Jingles

    Having a inherited trust fund doesn't make you smart. And if what you say about expenditures, then this makes even more sense that they'll be taken over. Its not a fallen knife, hell, everything has been that lately. I'm not going to get into an argument who has more money, its a message board for entertainment purposes only, and I like you taking the other side of the trade. But since you have so much confidence that the stock is going lower, just short it so you can add to your millions. And it really doesn't matter what you say,the stock is going to do what its going to do regardless of what either of us say. i'm going to go with what makes sense and being long here in a shaky market with a nice backlog of 3 billion dollars surely makes sense here, and that first earnings beat and this stock is going to take off like a rocket ship, so we'll see. Its undervalue no matter how you want to look at it, I haven't check the short position, but i'm sure its not too great here at this price.

  • Gabelli has a more than a 10 percent stake.

  • Reply to

    cheerleaders for mentech

    by jingles29349 Aug 28, 2015 9:13 PM
    greendog03 greendog03 Sep 3, 2015 1:10 PM Flag

    Hey jingles

    Knowing something about goodwill doesn't make you an expert or where the company is heading. Maybe you should compare FIREEYE (overvalued cyber security play selling at a much higher multiple than mant) revenue to mant's revenue, you'll notice a big difference. The message board being quiet means the exact opposite of what you think. But ,i guess you don't look at backlog of 3 billion either as meaning anything, and a book-to bill ratio of 1.8, So i guess we are going to differ on opinions. Amazingly, I bump into guys like you all the time on these message boards, knocking cheap companies at low valuations. You guys just can't see what i see. Good luck with your investments, but i can only think you sit on the sidelines a lot more than you invest.

  • You ever notice whan a message board gets extremely negative on a company, its usually a sign of a bottom.
    Just my observation, take it anyway you like. of course, the opposite is true for when a company is making 52 week highs, the message board is alive with all sorts of how awesome the company is doing, and then 6 months to a year later its down in the mud.

  • Reply to

    cheerleaders for mentech

    by jingles29349 Aug 28, 2015 9:13 PM
    greendog03 greendog03 Sep 2, 2015 9:41 PM Flag

    Obviousily you guys don't know great value when you see it. A nice dividend, great balance sheet, and selling around book value. then you look at the areas they make money in - .health and defense money, not dependant on the outside world, and of course, a nice cyber security business that every company needs. So a good earnings report and these guys will be off to the races, so just based on valuation the stock price is cheaper than most.

    jingles
    maybe you think apple is great value when apple's best days are behind it and steve jobs isn't waling through the door. I'll take mant at this price over pretty much most stocks. They'll eventually get bot out if they can't get the price to move, its only a matter of time. Also, nobody is on this message board except me, so if you thinkiI'm a cheerleadeer you surely got it wrong. I just like value stocks that pay nice dividends compared to having my money sitting in a money market earning nothing. and it was nice for you to drop in and state " that the stock has underperformed," well i don't know if you've seen the market lately everything is under performing except for a few overpriced stocks.

  • greendog03 by greendog03 Sep 2, 2015 8:53 PM Flag

    No insider buys and no buyback announcements, which doesn't give you too much confidence for the next quarter. Maybe when we hit the 7s will see some insider activity. obviousily the stock price hasn't gotten cheap enough for the insiders.

  • Reply to

    sooner or later, fundamentals will kick in

    by hb17050 Sep 1, 2015 12:49 PM
    greendog03 greendog03 Sep 1, 2015 3:53 PM Flag

    it looks like a nice dividend and last quarter's earnings report is surely holding up the stock price in this tough market, but small caps have already been pretty beaten up prior to this down turned. we are now at the stage where the overvalue stuff is getting kicked to the curb. When the market stabilizes at some point, wall street will flock to dividend and less economic sensitive companies and ones that are close to home. So at some point, as long as they can keep the earnings going we should benefit from all this turbulence.

  • Reply to

    When will the bleeding end

    by davedemon192 Aug 28, 2015 2:44 PM
    greendog03 greendog03 Sep 1, 2015 3:39 PM Flag

    when the earnings impress again.

  • FORECASTERS ARE KEEPING a wary eye on four hurricanes — one of which is Category 4 — feeding off the warm waters of the southern Pacific and Atlantic oceans, watching for indications that the U.S. mainland could be in for a direct hit should any grow into a mega-storm.

  • Reply to

    dog, where is the bottom?

    by catjomy31 Aug 28, 2015 11:59 AM
    greendog03 greendog03 Aug 31, 2015 1:16 PM Flag

    Looking at the 10 year chart the low was 27.95 which i think was made in 2011, so today's low of 28.30 could be the bottom. of course if the market takes another leg down based on poor economic conditions, then i guess anything is possible, but if the market just limps along, then, I would say the low has been made. we'll see, I've been wrong completely on this position. Today's action looks like capitulation. The other thing for small caps, we are getting into the period of tax loss selling by institutions and small investors, so thats another negative for the group, but a decent earnings report or outlook would stop the bleeding, along with mother nature's wrath..

  • Reply to

    dog, where is the bottom?

    by catjomy31 Aug 28, 2015 11:59 AM
    greendog03 greendog03 Aug 31, 2015 10:08 AM Flag

    i never thought 30 was possible, but the market has a way of humbling you every now and then. This has been my worst performing position. I'm tempted to buy more down here, its a bargain by ant metric you want to use, but sometimes value can get even cheaper . i will say this, anything i've ever bot below book value has work out quite well. PLPC competitors are all at 52 week lows as well, but plpc has the best balance sheet and value of the bunch. The question, are we going into a bear market or is this a correction in a bull market. The funny thing small caps have been getting killed since the beginning of the year and PLPC is being sucked into that vortex. Now with that said, these companies when things turn can easily go up 10 points in a week and make up lost value pretty quick, its just having the guts to buy these things when the market looks the worse, those are the people who make out big when things turn around. I have to give you this one Cat you got it right and i got it wrong.

    I was reading that the big communications companies such as Google, Verizon, and AT&T are working on increasing the speed of their broadband, I would think their are some benefits some where for PLPC, along with the aging of the electric grid, the solar market, the demand for electricity, and always the possibility of destructive hurricanes - all growth drivers down the road. And at least they have a buyback out there to snap up cheap shares while they can. Thats my 2 cents for whatever its worth.

  • Reply to

    Getting punished with the rest of the market

    by rgchjr1945 Aug 23, 2015 11:17 AM
    greendog03 greendog03 Aug 25, 2015 10:11 PM Flag

    When the dust settles, the street will look for companies that are less economic sensitive and who will benefit from lower commodity prices and pay fat divs, and Tis has all those qualities.

  • Reply to

    call me a fool....

    by graywolph Aug 13, 2015 10:26 AM
    greendog03 greendog03 Aug 20, 2015 7:00 AM Flag

    Its basically the same old story. Management takes care of themselves while the company has never gained any real traction since what- 2007 or 2008. There's better opportunities elsewhere especially in the small cap area.

  • Reply to

    dog, I am in

    by catjomy31 Aug 17, 2015 12:26 PM
    greendog03 greendog03 Aug 19, 2015 3:12 PM Flag

    Well if this company is going anywhere, this is probably the best buying opportunity you are going to get unless the market implodes, then it probably wont matter much.

  • Reply to

    Earnings Report

    by kempo_us Jul 31, 2015 2:36 PM
    greendog03 greendog03 Aug 19, 2015 1:53 PM Flag

    Well it can't be a postive. Aerospace is doing well, but companies like catepillar not so much. Expectations are probably low so if the earnings are decent the stock will probably react better than expected, then again, what they say about the next quarter and the backlog will also be a factor in driving the stock either way.

  • Reply to

    dog, I am in

    by catjomy31 Aug 17, 2015 12:26 PM
    greendog03 greendog03 Aug 19, 2015 1:27 PM Flag

    Some insiders buying as well

  • Reply to

    GRMN has +1.1B in CASH and no debt

    by stevejobs305 Aug 17, 2015 3:12 PM
    greendog03 greendog03 Aug 18, 2015 3:13 PM Flag

    Yep
    got a lot of good qualities

  • greendog03 by greendog03 Aug 18, 2015 3:03 PM Flag

    There has to be someone out there ......HELLO..........................................HELLO.................
    I'm the only one here.

  • Reply to

    T-Mobile agreement..

    by basary Aug 18, 2015 10:12 AM
    greendog03 greendog03 Aug 18, 2015 11:24 AM Flag

    interesting the agreement appeared to do nothing for their earning estimates. Maybe i read it wrong.

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