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Grupo Casa Saba, S.A. de C.V. C Message Board

hrosenldgt56a 14 posts  |  Last Activity: Feb 4, 2016 10:37 AM Member since: Feb 14, 1999
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  • Reply to

    Q4 dividend declared $0.385, no change

    by shiftsuper175607 Jan 28, 2016 5:59 PM
    hrosenldgt56a hrosenldgt56a Feb 4, 2016 10:37 AM Flag

    BLX has raised the dividend for 5 years in a row. This dividend is only the 4th @ $.385. Look for a raise the next quarter.

    Sentiment: Buy

  • hrosenldgt56a by hrosenldgt56a Jan 31, 2016 12:44 PM Flag

    and GIM are not at all comparable or interchangeable. Simply look at their holdings.

  • Reply to

    Containerboard Pricing

    by hrosenldgt56a Jan 25, 2016 12:29 PM
    hrosenldgt56a hrosenldgt56a Jan 25, 2016 9:12 PM Flag

    Is anybody interested in this basic fundamental data point? What is the actual dollar impact to IP's revenues and earnings? Is this a supply problem which will be alleviated by the end of the year or does this signal a real downturn in demand? Does this cancel out the long-term growth in demand from online retailing? Is this just a knee-jerk panic reaction because of the market's frayed nerves? Any thoughts?

  • Reply to

    Containerboard Pricing

    by hrosenldgt56a Jan 25, 2016 12:29 PM
    hrosenldgt56a hrosenldgt56a Jan 25, 2016 3:21 PM Flag

    Any ideas on this important fundamental?

  • hrosenldgt56a by hrosenldgt56a Jan 25, 2016 12:29 PM Flag

    Does anybody know a link to real time container board (and/or kraft paper) pricing . All I keep seeing is that container board prices went down this weekend and, therefore, this is a sign of a weak economy. I "googled" container board prices but could not find any direct link. I would like to quantify just what this "price cut" entails. Thanks.

  • hrosenldgt56a by hrosenldgt56a Dec 19, 2015 12:23 PM Flag

    down 10 weeks in a row! Why?

  • hrosenldgt56a by hrosenldgt56a Dec 17, 2015 10:12 PM Flag

    authorized for up to 10% of the shares over one year. About time! Why don't closed end funds all use their cash on buy backs? Many closed end funds now have discounts above 15%. How could they possibly get a better return than this? Certainly not through stock picking. How many funds do you know that return over 15% a year? Incentive to actually push ahead with the plan is de minimus as management compensation is based on AUM. Hmmmm. Let's see how much they actually buy. The wording "…up to 10%…" leaves a big out.

    Sentiment: Buy

  • must have Howard Marks salivating! The media will play this for all its worth as the coup de gras for distressed debt. Oaktree couldn't have better timing in raising money to invest inn this area. OAK managers can now take their time and pick and choose from amongst the rubble. Over time I believe that this prove to be another example of the Bard's observation: "…full of sound and fury signifying nothing."

    Sentiment: Buy

  • Reply to

    Passport Capital...

    by hrosenldgt56a Dec 3, 2015 9:10 AM
    hrosenldgt56a hrosenldgt56a Dec 3, 2015 10:28 AM Flag

    Debt appears to be about $4.5 Billion with only $800 Million due within the next five years. The deal with the farmer co-op will bring in $2.8 Billion. The merger with OCL albeit under a political cloud will allow for tax savings. While Passport is obviously talking their book, I doubt that this is a "pump and dump" as Passport takes well thought out long-term holdings. They are also not shy about going short. While the entire agricultural complex is currently in a funk along with all commodities,from a long term perspective FWIW I believe that, especially from these depressed levels, food related equities across the board should do well.

    Sentiment: Buy

  • hrosenldgt56a by hrosenldgt56a Dec 3, 2015 9:10 AM Flag

    increased it holdings this quarter. CF is its #1 position at 11.5% of the portfolio. Speaking at the Sohn Conference, John Burbank noted that next year CF will begin a $3.5 Billion repurchase program. As the entire market cap @ $45 per share is $10.5 Billion this is significant. The question, as always, is the pace of the buybacks. At the very least, this should put a floor under the stock price. But, where……?

    Sentiment: Buy

  • was successfully launched as an alternative to peaking power plants. It is both modular and scaleable. In light of the worldwide focus on clean energy this is a real hidden kicker within the company. All that is needed is some press coverage and presto…...

    Sentiment: Strong Buy

  • hrosenldgt56a by hrosenldgt56a Nov 20, 2015 11:17 AM Flag

    beats on earnings and revenues. Same store sales are up over 8%. Quite impressive in the negative ugly retail environment. Is this a harbinger of good results for FINL or is Foot Locker taking share? As of today, Mr. Market seems to think the former. We'll see but we have to wait until late December. Any thoughts out there?

  • Reply to

    Stock surfers Banks withdraw loan to buy VRTS! lol

    by pa61440 Nov 17, 2015 1:00 PM
    hrosenldgt56a hrosenldgt56a Nov 19, 2015 10:07 AM Flag

    IF veritias is not sold the street reaction would most likely be positive as the sale was seen as value destructive for shareholders versus a tax free spin-off.

  • hrosenldgt56a by hrosenldgt56a Nov 18, 2015 10:50 AM Flag

    has caused pulse prices to soar to all time highs. In many Indian cities the price of pulses is above those for chickens and eggs. What effect will this have on AGT?