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Pfizer Inc. Message Board

hotpanera2 6 posts  |  Last Activity: Sep 20, 2014 3:53 PM Member since: Dec 17, 2002
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  • Reply to

    Still going sideways

    by bellbell63 Sep 19, 2014 9:54 AM
    hotpanera2 hotpanera2 Sep 20, 2014 3:53 PM Flag

    The dividend was actually .014 in 10/13 and is now 28.6% higher after the two dividend increases of .002 each during the past year. I went back and checked because I had a recollection that the dividend always ended in an even number, for the past few years at least.

    Thanks for the basil pricing info. Interesting.

    I basically agree with Freshbread that another quarter of good earnings should move the stock. Admittedly, though, I have been surprised that two quite stellar earnings results and the earlier than expected dividend increase have not made the stock go up at all this year. The earnings growth of Amnf has consistently been much higher than almost all consumer staples companies, and yet the PE has not been higher. One can say that a small company like Amnf has more risk, but it also has more potential reward via possibly being taken out, deciding to increase its geographical base, adding more new products, etc. General Mills is so big that it can't easily move the needle even with new products and acquisitions (such as Annie's). Amnf's results have been good every quarter for many years and that should increase PE. All we need is some new buying. Another couple of mutual fund buyers would be nice.

  • Reply to

    dividend

    by dweaver000 Sep 7, 2014 12:01 AM
    hotpanera2 hotpanera2 Sep 11, 2014 3:13 PM Flag

    We don't disagree. Very positive results have to be coming for a 12.5% dividend increase in either quarter. My point goes only to the timing. Last year they raised in Q4 and could easily have done the same this year. My guess is that they accelerated the increase because they wanted the stock to do better, as it deserves to do after excellent results in both Q1 and Q2. They are not manipulators, but wanting the stock to trade fairly is very different than manipulating.

  • Reply to

    dividend

    by dweaver000 Sep 7, 2014 12:01 AM
    hotpanera2 hotpanera2 Sep 11, 2014 2:59 PM Flag

    Well they did it. .018 announced at 2:38 P.M.

    While just a guess, I said to a colleague yesterday that if they increased the dividend this quarter it would be because they are unhappy that with two quarters of excellent earnings the stock was down ytd.

  • hotpanera2 by hotpanera2 Jul 18, 2014 2:32 PM Flag

    Good to finally see some buying above where the stock stood ahead of earnings. It is fully justified IMHO.

    For those concerned about products liability or sexual harassment lawsuits, I'm quite certain that like most companies in the industry, and certainly virtually all of its size or larger, Amnf has significant liability insurance. It is certainly possible for liability in the case of a mass injury to exceed the available insurance, but that is a minuscule risk which I am happy to have assumed since 1995. By the way I practiced product liability law for many years.

    Some have posted about the purportedly high PE for a 10% grower. First, in Q2 EPS was up 15% from Q2 of '13. Secondly, the PEs for consumer staples companies are higher than for cyclical industries because the earnings are much more reliable. That is not a new phenomenon. Few grow at anything like 15%, or even 10% yet have comparable PEs to Amnf. Plus, I would argue that Amnf should have a higher PE due to the possibility of a sale of the company. General Mills is not about to be sold. Finally, a good dividend which is growing regularly -- that is key -- and interspersed with specials from time to time, makes Amnf unusually attractive. I believe that the targets set forth in the Financial Acceleration write-up are not pie-in-the- sky and are very achievable. Nothing is guaranteed, but I wouldn't have 178K shares if I didn't strongly believe in this company.

  • Reply to

    Q2 reported - a record

    by bellbell63 Jul 16, 2014 11:07 AM
    hotpanera2 hotpanera2 Jul 16, 2014 11:18 AM Flag

    The results are extraordinary. A 15% increase in EPS is wonderful given new product introductions and the stated and understandable need for increased promotions. A dividend increase and/or special seems likely.

  • But it is very unusual for the bid/ask pre-market to be different from where it was when the stock closed, let alone to change several times, all higher as best I could tell.. It is presently 1.92/1.94.

PFE
30.40-0.18(-0.59%)Sep 19 4:00 PMEDT

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