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Pfizer Inc. Message Board

hotpanera2 7 posts  |  Last Activity: Mar 1, 2015 6:41 PM Member since: Dec 17, 2002
  • Reply to

    Payout ratios

    by bellbell63 Mar 1, 2015 10:57 AM
    hotpanera2 hotpanera2 Mar 1, 2015 6:41 PM Flag

    While the payout ratio is certainly an important metric, to the extent that the cash on the balance sheet grows, which it has been doing significantly, that is another potential source for an increased dividend or special dividend. It will be interesting to see the balance sheet which should come out shortly as part of the financial filing.

    Until recently, I thought that there was no significant chance for either an increase or special this quarter. However, if Q1 is really as strong as the earning Press Release would indicate -- and has continued to be strong since the earnings release -- I can see either an increase in the regular dividend to .02 or a special of .015-.02 on the theory that they were thinking about doing it last quarter and conservatively waited to confirm that the business remained strong which has now occurred.

  • Reply to

    2 questions regarding AMNF

    by jackmaster20 Feb 17, 2015 10:29 AM
    hotpanera2 hotpanera2 Feb 23, 2015 1:52 PM Flag

    The multiple of ebidta is obviously not the same for every company having x dollars in revenue. Amnf has been growing earnings at about 15%. Many food companies are lucky to grow at 5%. Obviously, the Amnf multiple would be significantly higher to a buyer who thinks the growth can continue. In that regard,, Amnf's business is more scalable than most because it operates primarily in a relatively small geographical area. Alsom, as somebody pointed out, the broker expense could easily be eliminated with only marginal increased distribution costs for a company that has products already being sold to the same customers, plus there is potential for cross-selling of both companies' products.

    It only takes one buyer and I agree that many potential buyers would probably be private companies that nobody here heard of. At this point, given Amnf's record of strong earnings growth and a very solid balance sheet, I am reasonably confident that an attractive price could be obtained. I am less confident that the company wants to sell just yet.

  • Reply to

    Report is out, and it is another good one!

    by mz_lifer Feb 12, 2015 11:19 AM
    hotpanera2 hotpanera2 Feb 12, 2015 1:00 PM Flag

    These two sentences from the report are the most bullish they have ever been in an earnings report since I have been in the stock beginning in 2005:

    "Preliminary indications for the first quarter of 2015 are that our sales are off to a strong start in the new year. Our sales pipeline appears strong".

    Given that they always have overdelivered and never overpromised, the above indicates that things are going extremely well.

    As I read the report, they seem to have borrowed a bit from Q4 in Q3 (the timing reference) which explains the extraordinary result in Q3. Looking at the whole year, EPS was up 15.3% which is very strong and we may very well do even better this year.

  • Reply to

    new institutional investor

    by lurker271 Jan 27, 2015 12:20 PM
    hotpanera2 hotpanera2 Jan 27, 2015 1:01 PM Flag

    The information also appears on Yahoo under "Major Holders". It is very nice to see.

  • Reply to

    Who would like to have company have an earnings CC?

    by dvb6000 Jan 10, 2015 11:05 AM
    hotpanera2 hotpanera2 Jan 11, 2015 4:08 PM Flag

    Q3's earnings in 2014 were actually announced on October 17th, a Friday. I am surprised that anyone would be against the company announcing a week or two before earnings what the date will be. Almost all companies do that and it benefits shareholders who may want to trade the news and don't watch the market all day. The desirability of a conference call, on the other hand, is more debatable. I would welcome the opportunity to hopefully get a better idea about current and future initiatives and trends in the business. If the Press Release were more comprehensive, the call would be less necessary.

  • Reply to

    Who would like to have company have an earnings CC?

    by dvb6000 Jan 10, 2015 11:05 AM
    hotpanera2 hotpanera2 Jan 10, 2015 1:38 PM Flag

    An earnings conference call would be wonderful. Also, a much more modest change, announcing in advance when earnings will be released would be helpful, rather than investors having to try to guess the date and time of the announcement. The more the company acts like a larger company (in matters such as the above, not in being more bureaucratic), the more respect it will get and the more fund managers will consider the company. Particularly because it is on the pink sheets, Amnf should take steps to signal that it seeks to be transparent, not a characteristic of many pink sheet companies.

  • Reply to

    Ex-date for Pimco closed-ends 12,24

    by mo2936 Dec 22, 2014 2:57 AM
    hotpanera2 hotpanera2 Dec 24, 2014 12:05 PM Flag

    I agree that it is strange that the press release regarding special dividends was not distributed. Note, though, that for the last couple of months the press releases announcing ordinary dividends were also not disseminated..

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