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The Western Union Company Message Board

hrosenldgt56a 45 posts  |  Last Activity: Aug 20, 2015 5:58 PM Member since: Feb 14, 1999
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  • hrosenldgt56a hrosenldgt56a Aug 20, 2015 5:58 PM Flag

    Who is the best INTC analyst? David Wong (CFA,PhD.-impressive letters!) of Wells Fargo issued an Outperform rating rating yesterday with a Fair Value of $40-$50. INTC is Wells' top pick in semiconductors. Who are we to believe? What is the small, individual investor to make of this? We certainly don't have the resources to do an in-depth analysis of our own. Re:Intel, there are a myriad or even a plethora of analysts.How can analysts look at the same data and come to such diametrically opposite conclusions? We're not talking a few bucks here but Billions in market cap. Quite a conundrum. Does anybody have any ideas on how to make sense of this?

  • Reply to

    Hold On Until The End

    by financekid299 Aug 18, 2015 2:24 PM
    hrosenldgt56a hrosenldgt56a Aug 19, 2015 9:18 PM Flag

    You must mean the misogynist, little Charlie Buffett, who's playing with his Barbie Has-the-Sex-Change-Operation right now. Barbie has finally admitted that she feels like a boy inside and was always jealous of Ken.

  • Reply to

    The lawyers smell blood...

    by hrosenldgt56a Aug 12, 2015 6:58 PM
    hrosenldgt56a hrosenldgt56a Aug 19, 2015 9:13 PM Flag

    A good beginning.

  • Reply to

    The lawyers smell blood...

    by hrosenldgt56a Aug 12, 2015 6:58 PM
    hrosenldgt56a hrosenldgt56a Aug 19, 2015 9:13 PM Flag

    What is 10,000 lawyers chained together at the bottom of the ocean?…………..

  • hrosenldgt56a by hrosenldgt56a Aug 19, 2015 10:37 AM Flag

    to NAV is now the widest ever at almost 15%. The yield is near 11%. The top holding is a cash position of 12% of the portfolio. The next top 9 positions which account for 40% of the portfolio are closer to their respective 52 week highs than lows. Is this a severe overreaction or does it portend a true global recession? Either way, why not use that cash position to repurchase stock? Where else can you get a guaranteed 15% return?

    Sentiment: Buy

  • hrosenldgt56a by hrosenldgt56a Aug 17, 2015 4:27 PM Flag

    might consider another tobacco related company: SWM. This is another lightly followed value priced stock : p/e near 10 and a yield near 4%. The company has grown the dividend for the past three years and is due to raise it again in December. They sell filters,plain and simple.The kicker is that are moving away from cigarette tips into higher margin, higher growth filters for industrial uses like water filtration. If anyone is interested I'd appreciate your thoughts. TIA.H.

    Sentiment: Strong Buy

  • hrosenldgt56a by hrosenldgt56a Aug 12, 2015 6:58 PM Flag

    in the water. Like sharks they are looking for "disgruntled" TEX shareholders who management "dissed" with this deal. Give me a break. TEX management is doing just fine given the macro and market environment in which we actually live. How much of their own money do they actually have to invest in this fishing expedition? Do they really care about "shareholder value" or , rather,are they interested in whatever fees they can get from extorting the company. Unfortunately, it's usually cheaper for a company to pay "go-away" money than run up legal bills. Like the US Tax Code chasing away American companies and the Congressional knots even preventing extension of funding for a money making EX-IM Bank, the tort system is just another example of America shooting itself in the foot. Watch out, the Chinese are reaching for #1. They will achieve it much sooner than you think and with much more aplomb than Kruschev who banged his shoe on the shoe at the UN and said, :We will bury you." The Chinese do it with deeds rather than words.

    Sentiment: Buy

  • Reply to

    Konecranes...

    by hrosenldgt56a Aug 10, 2015 9:16 PM
    hrosenldgt56a hrosenldgt56a Aug 11, 2015 9:50 AM Flag

    I don't think the blame can be placed on any one person or party. America today has many politicians but few statesmen. The blame must be also be shared by all of us, the American electorate. We eschew moderate contemplative thought for exciting soundbites. We get what we want.

  • hrosenldgt56a by hrosenldgt56a Aug 10, 2015 9:16 PM Flag

    and TEX headed to the altar? This could be yet another inversion aimed at cutting tax rates by moving headquarters abroad. What a shame: US corporate tax policies are chasing away American companies. Our self-defeating Congress can't even get behind the Export-Import Bank a money making entity thats helps American companies secure contracts. All other major countries give their companies this support. Another plus for Terex is that financial engineering will result in cost savings by cutting duplicate back office jobs, sales forces, computer systems et al. Another minus for America: How many jobs will be lost in the process? As a shareholder I am glad that management is working for us. As an American I am saddened by the choices government policies force our companies to make.

    Sentiment: Buy

  • hrosenldgt56a by hrosenldgt56a Aug 10, 2015 12:44 PM Flag

    this could be his next consolidation target. Analysts target prices range from the $70's (Wells Fargo, Credit Suisse) to $90 (S&P) without any takeout premium. Hedge Fund Atlantic Investment Management (Alexander Roepers) has it as the #2 Position (22% of the portfolio). Patience, patience….

    Sentiment: Strong Buy

  • Reply to

    So so conference call

    by bridgejumper08 Aug 7, 2015 11:15 AM
    hrosenldgt56a hrosenldgt56a Aug 8, 2015 11:44 AM Flag

    Yes, "lumpiness" and light analytical coverage make UVV a good company to follow for small investors. JMHO, but I think that the combination of these factors makes Value Line more influential here than in widely followed stocks. All institutions have Value Line as a reference source. As of the July 24 issue they had $4.70 as 2015 earnings estimates. They will revise the number this week. They already had a low timeliness of 4 so that will probably stay the same. I'm looking for a re-entry near 40. This could happen by tax-selling season. We'll see. Good luck.

    Sentiment: Sell

  • Reply to

    So so conference call

    by bridgejumper08 Aug 7, 2015 11:15 AM
    hrosenldgt56a hrosenldgt56a Aug 7, 2015 2:06 PM Flag

    I've been in and out of UVV for years. I didn't like the conference call at all. Even worse was the loss for the quarter. There are no widespread analyst estimates. Value Line does cover the company. They had an estimate of $.85 for the quarter. Quite a difference. I expect Value Line to downgrade UVV next week. The two analysts who asked questions on the call were from Wells Fargo and Davenport. Wells Fargo, however, doesn't have any formal coverage of UVV. I e-mailed Davenport to see if they would share their research. I've done this a number of times and although as a small investor I am mostly ignored, I have received some useful responses. The nicest and most responsive was Michael Pachter, a well respected media analyst. You never know. As for UVV I thought that they were on a long-term up ramp. The main reason was that I thought the major cigarette companies would consolidate their purchasing through UVV. This makes sense for all of the parties involved in terms of cost savings and negotiating power. UVV seems to cycle between $40 and $60. We'll see where the downtrend stops.

    Sentiment: Sell

  • Reply to

    Value in Shrimp

    by hrosenldgt56a Jul 13, 2015 6:30 PM
    hrosenldgt56a hrosenldgt56a Aug 4, 2015 11:48 AM Flag

    Mmmm. Nice tasting June quarter.

  • Reply to

    Private label auction

    by bumgag Jul 30, 2015 7:44 PM
    hrosenldgt56a hrosenldgt56a Aug 1, 2015 1:32 PM Flag

    Barron's had an article this week about how strong the private food label is and will be going forward. They think that TreeHouse could benefit greatly from acquiring this CAG division. If the private label business is indeed that strong, then CAG management simply fumbled the ball. Instead of disposing of this market leader at a fire-sale price, why not just split it off from the brand portion of the company and bring in solid management to run what would still be the #1 player in the private label business. Or even tie up with Amazon to produce a private food brand to fit in with Jeff Bezos' plan to sell the world everything!

    Sentiment: Buy

  • hrosenldgt56a by hrosenldgt56a Jul 30, 2015 10:12 PM Flag

    Two different worlds. The analysts see eps of $5.10 in 2016, less than the $5.26 for this year. The company sees a double digit increase in 2016 and 20% per year growth for the next two years. Why the divergence?

    Sentiment: Buy

  • Reply to

    Canadian Tax?

    by meyering Jun 12, 2015 9:58 PM
    hrosenldgt56a hrosenldgt56a Jul 26, 2015 3:41 PM Flag

    If you want to recapture the withholding don't put them in an IRA or tax sheltered account. I know from experience when I tried to get a rebate. The Canadian tax authorities make you do a fill-in-the-form tap dance that make American bureaucracies look simple to navigate! After my third form submission back and forth with them about my one stock holding I was informed that one set of forms was not enough for the duration of my holding but that I would have to file for each dividend, each quarter.

  • hrosenldgt56a by hrosenldgt56a Jul 25, 2015 1:15 PM Flag

    discuses zinc this week.

  • Reply to

    Was that the bottom the other day?

    by blowmeiiceholebaturd Jul 10, 2015 7:10 PM
    hrosenldgt56a hrosenldgt56a Jul 15, 2015 9:30 PM Flag

    Waiting for "THE correction" is like waiting for Godot or "THE call" by Joseph Granville.Haven't we been "overdue" for the last 2000 points on the dow? But, to mix metaphors and to duly acknowledge that nobody can see the future, even a broken watch is right twice a day.

  • Reply to

    results of special meeting

    by genem7169 Jul 1, 2015 7:31 AM
    hrosenldgt56a hrosenldgt56a Jul 14, 2015 9:22 PM Flag

    What does that mean to you? Does it have any effect on your investment decision?

  • hrosenldgt56a hrosenldgt56a Jul 14, 2015 10:03 AM Flag

    Not awesome. Place it in context. This is a small percentage of their trillion dollar portfolio.

WU
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