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

hrosenldgt56a 23 posts  |  Last Activity: Aug 28, 2014 7:29 PM Member since: Feb 14, 1999
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  • hrosenldgt56a by hrosenldgt56a Aug 28, 2014 7:29 PM Flag

    @$47 appears to be quite undervalued. If MHLD is below $12.40 you get 4.03 shares plus the $3.62 per year dividend to 9/16. MHLD closed today @ $12.11 so, the value of MHLDO is $48.80 plus the dividends. The market price is $47.05. "Mr. Market" appears to be misplacing this illiquid vehicle. Why the gap? If MLHL reaches $12.40, MHLDO holders receive $50. plus the dividends. MHLDO holders don't participate on the upside between $12.40 and $15.50 where they get $50. worth of MHLD. Above $15.50 the return is 3.23 shares.

    Sentiment: Strong Buy

  • Reply to

    Teenage Mutant Ninja Turtles

    by tinipupinni Aug 11, 2014 1:12 PM
    hrosenldgt56a hrosenldgt56a Aug 26, 2014 3:51 PM Flag

    Where do you get the numbers behind "product is blowing out at retail?" Thanks. As I have noted in other posts Box Office was #1 for two weeks in a row and had staying power at #2 for the third week. $145 million gross and counting. If you do have a good source for the "retail" end I would appreciate it if you would share it. Thanks.

    Sentiment: Strong Buy

  • Reply to

    Teenage Mutant Ninja Turtles

    by tinipupinni Aug 11, 2014 1:12 PM
    hrosenldgt56a hrosenldgt56a Aug 26, 2014 3:48 PM Flag

    Week 3 at the box office and the turtles finish in the number 2 spot. Gross is now $145 million and counting. Will toy sales follow?

    Sentiment: Strong Buy

  • Reply to

    Small company with a BIG future

    by hrosenldgt56a May 28, 2014 9:44 PM
    hrosenldgt56a hrosenldgt56a Aug 18, 2014 4:39 PM Flag

    Excellent (6/14) second quarter. AGT left the estimates in the dust. The plan to move up the value chain is moving along well. The Ingredion/Cargill deals will boost revenues and earnings. The weather induced slippage in Quarter 1 is history. The only caveat is that the stock price has shot up after the news. Listen to the conference call and do your due diligence. This is one to keep for the future.

    Sentiment: Strong Buy

  • Reply to

    Teenage Mutant Ninja Turtles

    by tinipupinni Aug 11, 2014 1:12 PM
    hrosenldgt56a hrosenldgt56a Aug 18, 2014 4:32 PM Flag

    #1 at the Box Office for the Second Week in a row. Will the boys buy more toys?

    Sentiment: Strong Buy

  • Reply to

    Teenage Mutant Ninja Turtles

    by tinipupinni Aug 11, 2014 1:12 PM
    hrosenldgt56a hrosenldgt56a Aug 16, 2014 9:35 AM Flag

    I have owned this stock for quite a while. Given the low p/e and the dividend to boot, I expected the price to move up in anticipation of the Turtle latest release. Playmates peaked on July 30 @ HK$3.49. Yet, from the Friday before the film's release through the Monday after, the stock price fell precipitously from HK$3.20 to a low of $2.60 (18%). I thought that there initial drop was due to bad reviews. However, when box office receipts of $65 million blew away estimates of $40 million ( I guess 6-10 year old boys don't care about reviews!) I expected a quick return to previous highs. However, we seem to have settled in the HK$2.80-2.90 range. I agree that this is a long term buying opportunity as Playmates appears to her one of the best values in the entertainment sector, if not the world. Toys sales should grow nicely from this Turtles surge and there are already plans for a 2016 follow-up movie. This franchise has legs. The Financial Times analyst estimates see dividends of HK$.20 in 2014 and 2015. On top of capital appreciation, you get 7% to wait. The extreme volatility is very unsettling so patience is needed.

    Sentiment: Strong Buy

  • Reply to

    Robin Williams

    by roustyboy Aug 12, 2014 3:36 PM
    hrosenldgt56a hrosenldgt56a Aug 13, 2014 9:19 AM Flag

    Yes, but, that final decision must be made with a clear mind, as in the case of a terminal disease patient. Although you might see it as a cliche, the idea that suicide is a permanent solution to (allow me to modify) what MAY be a temporary problem, is still true.

  • Reply to

    Robin Williams

    by roustyboy Aug 12, 2014 3:36 PM
    hrosenldgt56a hrosenldgt56a Aug 12, 2014 4:31 PM Flag

    Sadly, suicide is a permanent solution to a temporary problem. Unless you've experienced the moment leading up to the decision, you have no idea how deep the pit of helplessness goes. The mind is its own country: it can make a hell of heaven or a heaven of hell. And most importantly, judge not, lest ye be judged. Someone a lot wiser than me said that. Long term sentiment on XCO is irrelevant. Long term sentiment on life is much more profound. Be well.

  • hrosenldgt56a by hrosenldgt56a Aug 11, 2014 1:25 PM Flag

    Chile is the Number 2 salmon exporter to Russia. As sanctions are applied to Norway, Russia will import more Chilean salmon. MHG is Chile's largest exporter from its Patagonian farms. Will Russia allow these exports in?

  • hrosenldgt56a by hrosenldgt56a Aug 9, 2014 3:01 PM Flag

    Why not raise the dividend. SEM announced a massive repurchase of $500 million through December 2016. This is 20-25% of the company at this price. Maybe a smaller repurchase with a 25% hike in the dividend would have gone down better with "The Street."

    Sentiment: Buy

  • Reply to

    Nelson Peltz in Conversations with DuPont

    by funfundvierzig Jul 19, 2014 6:56 AM
    hrosenldgt56a hrosenldgt56a Jul 24, 2014 10:59 AM Flag

    One scenario: DuPont splits as advertised. The new Agriculture DuPont takes over Syngenta for a "double-win: 1. They become an ag powerhouse. 2. They achieve tax savings through the now much loved inversion.

  • Reply to

    Slow Death Spiral

    by hedonistic_trader Jul 15, 2014 1:12 PM
    hrosenldgt56a hrosenldgt56a Jul 22, 2014 8:17 PM Flag

    His holding are meaningless. He has too many stocks for any one to make a big difference to him. Look for activists who really have skin in the game for better "hints." And even those are only hints. You must do your own work. Peter Lynch observed that "Whoever looks under the most rocks wins." Good Luck.

  • hrosenldgt56a hrosenldgt56a Jul 22, 2014 12:54 PM Flag

    One of the best contrary indicators I have seen!!!!!

    Sentiment: Strong Buy

  • Reply to

    Stand with Starboard...

    by tiredofloosin Jul 15, 2014 3:05 PM
    hrosenldgt56a hrosenldgt56a Jul 15, 2014 10:01 PM Flag

    What is their track record in similar situations?

  • Reply to

    The good news is...

    by buybackerer Jun 12, 2014 11:02 AM
    hrosenldgt56a hrosenldgt56a Jul 10, 2014 6:22 PM Flag

    On the other hand, as per Wells Fargo analysis (They are very comprehensive on MLP's.), NGL can raise the dividend 12% a year going forward versus the 1-2% at TLP. As a ten year owner of TLP I was just happy that they didn't offer cash as the IRS would be the biggest winner under that scenario. As a little guy in his Brooklyn basement I can't think up any foreign "inversion" like the big boys. I guess I could move to Puerto Rico to avoid the capital gains tax but that would cost more than the profit on my few shares! Do you think that the distribution growth profile would offset the current lower amount? Let's hope that the Board fulfills its fiduciary responsibility and tries to get a little more from NGL or, on the other hand, puts it up for auction. Do I hear other bids?

  • Reply to

    Gtech...

    by hrosenldgt56a Jul 10, 2014 4:33 PM
    hrosenldgt56a hrosenldgt56a Jul 10, 2014 5:52 PM Flag

    If somebody buys IGT the purchaser gets the whole nine yards. They then decide what to do with the assets.

  • hrosenldgt56a by hrosenldgt56a Jul 10, 2014 4:33 PM Flag

    GTKYY or, in Europe GTK.MI is the company to buy here. At Euro 18.14 it sells at a trailing p/e of 11.4 and yields 3.3%. The 52 week low, hit on June 30, was Euro 17.66. Gtech has come down because of fears of overpaying for IGT. Gtech is the world's Number 1 lottery operator. Acquiring IGT would allow them to diversify and , I believe grow even stronger. Integration of the assets will require a great deal of management's focus and, short term, there will be the usual glitches. If they don't acquire IGT look for a nice short term bounce. Either way this looks like the play to me. JMHO.

  • hrosenldgt56a by hrosenldgt56a Jul 7, 2014 4:38 PM Flag

    How competitive will they be?

  • hrosenldgt56a by hrosenldgt56a Jul 7, 2014 1:56 PM Flag

    How big is the competitive threat?

  • Reply to

    Small company with a BIG future

    by hrosenldgt56a May 28, 2014 9:44 PM
    hrosenldgt56a hrosenldgt56a Jun 24, 2014 10:58 AM Flag

    What sell off? Blink. Blink.

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