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Ensco plc Message Board

hounddog86zz 7 posts  |  Last Activity: Mar 20, 2015 8:06 AM Member since: Dec 11, 2011
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  • Reply to

    All This Hype But No Stock Split

    by hold_upright Mar 5, 2015 2:06 PM
    hounddog86zz hounddog86zz Mar 20, 2015 8:06 AM Flag

    A stock price fundamentally does nothing. You say you are in it for both divi and price appreciation, thus indicating you are in it for the long haul ( divi). So while there is a quick euphoria with a split it does not last and that momo dissipates rapidly and we are at the same valuation.

    In today's trading environment it is easy to buy stocks in less than 100 increments due to fee structured online trading without additional cost. So price has zero impact now. You invest "X" amount of dollars. # of shares is not relevant any longer as it was 30 years ago.

  • Reply to

    Well that was ugly

    by willyfield20 Feb 25, 2015 9:55 PM
    hounddog86zz hounddog86zz Feb 25, 2015 10:13 PM Flag

    Who knows but they had positive cash flow. With the divi cut, there is no reason to hold so you will likely see some heavy selling.

    Also expect some lawsuits. They said they would sustain the divi and one qtr later they cut it. Loops that lawsuit door opened up widely.

  • Reply to

    BA price target increases

    by falmouthharbor Feb 20, 2015 10:05 AM
    hounddog86zz hounddog86zz Feb 24, 2015 8:17 AM Flag

    Goldman says cheap oil "could" reduce orders. Wow. But for now there is a multi-year backlog. We don't know where fuel will be in 4-5 yrs. horrible by Goldman trying to scare the mkt. but it worked temporarily.

    Problem is the theory is wrong, and it is just a whimsical guess by gs. When a company has strong profits, ie cost such as fuel goes down, those profits are reinvested to improve processes and efficiencies and to have improved products for customers. Thus if improved profits allow airlines to improve operations by being able to order more efficient planes that improve customer satisfaction, then that is what you do. Because if they don't, then their competitor will.

    Horrible what GS did. "Could" that analyst should be fired for such a moronic statement. Be definitive.

  • Reply to

    Cowen & Co reiterated a buy on ALK -$80 target

    by engrjohn Feb 12, 2015 11:56 AM
    hounddog86zz hounddog86zz Feb 19, 2015 1:25 AM Flag

    Try 85-90 as oil falls further, back to 40 bbl and maybe lower

    Sentiment: Strong Buy

  • Reply to

    This stock is down more than 7 percent

    by flickgrip Feb 17, 2015 3:44 PM
    hounddog86zz hounddog86zz Feb 19, 2015 1:23 AM Flag

    Investor relations may suck, I don't know. But this stock is moving up as oil comes down again.

  • Reply to

    Smart money would get out now

    by uvainvestor82 Feb 12, 2015 10:12 AM
    hounddog86zz hounddog86zz Feb 13, 2015 8:43 AM Flag

    Uva, what does your dcf model show the valuation to be. What were your inputs? That's right, you didn't do a dcf did you. Ha ha. Mindless spouting without any support.

  • Reply to

    down 6% in premarket

    by ralphemerson387 Feb 4, 2015 7:57 AM
    hounddog86zz hounddog86zz Feb 4, 2015 8:43 AM Flag

    Not about current earnings. It is about future earnings and growth rate of top and bottom line, thus determining what multiple is applied to earnings. With a slowdown due to margin contraction as a result of discounts increasing for various reasons the multiple is contracting a bit. I think it is an over reaction as gild was not getting an outrageous valuation or multiple to begin with. They gave guidance so that you can calc next years eps. Do it and compare to this year or even this last qtr and see what growth rate mgmt supplied the street. There in you will find your answer.

ESV
21.28-0.42(-1.94%)Mar 27 4:03 PMEDT