watch the cash flow ... i believe that just about every oil and gas company will be cutting divs .. a few may
not have to , but i won't bet which ones ... i'm waiting for the embers to die ,then i'll dive into the ashes as the
Phoenix rises .. .g
they sure can do both ... every share retired is saving 2.20 , i don't know what
the debt structure is but am pretty certain that most of it is under 4 % , soo paying
debt is probably not as a big of a savings as buying stock , of course , the lower
the share price goes the more attractive buybacks are ...
maintaining healthy div increases will entice holders to stay the course and maintain
a good price level .. .
nothin' new .. i'm sure that many others have done the same .. promoters used to pay the bobby soxers to
scream at shows , and hippie girls to throw bras on stage ..
Hillary certainly has the bucks to shell out ..
i've called for a charge of treason for Hillary and maybe Bill also .... we are so damned concerned about the
nuclear thing in Iran , how about the uranium that was sold to the Russians .. she'll probably blame that on the
dept of mines or the interior .. her people scour the country for areas to do polls in that get her best results
and her couterie continues to feed the ego monster ..
Hillary has a dictatorial nature .. she' going to tell you what's good for you .. like the "profit sharing" that she
wants corp America to adopt .. well , a lot of companies have already done that .. it's a tool for large corps
to control wages .. you don't get regular merit raises , or only token ones , and companies only have to
pay a premium if they have already done well .. you can bet that if the rank and file at corp zxcv , were to
get a 10^ bump , that the execs got a whole lot more .. it's just another shell game ..
view it as a socialist move ... not good ...
social programs , within a capitalist system can be very good , but only if targeted properly , like
health and education and maybe housing ... also infrastructure , which neither govt , nor industry seem
to be able to do .. garce
BH is like any other mutual fund .. a tipping point is reached , where the standard investments are no longer
there and rather than to overload the port on a few stocks , the money needs to go someplace else ..
in other times , they may have bought bonds ... weigh the difference .. put that money into a 10 year bond
and hold to maturity for 2% or invest in IBM with a 10 year horizon and they will do much better , not to
mention the income stream from the div ... Buffet has plenty of other investments that are maturing and will
be sold down for profit ... it's a different game at that level .. IBM at least represents a return of capital and
a chance for profit ...
the big investors are not looking for 2 and 3 baggers ... 15-20% is fine .. g
a 9 cent bump will cost about $390 million ... if they are paying more than 5% on some of their debt , it would
be better spent there .. soooo .. we'll something , maybe 9 cents , but not 15 or 20 , which i hope someday
they will be able to increase .. .g
could go either way .. mgmt has already stated that there is no plan for buyout , they
have had offers , but they were considered jokes ... mgmt will listen and if there is
a wow offer on the table , will consider it ... it's still up to shareholders though .. g
nice find .. i always believe everything that i read on SA .. nothing but the truth ...
i don't think that ATT is doing all that well in the mobile area ... that deal could very well
turn out to be a boondoggle ..
when did i say they were the best ? i have maintained that VZ is a very
well run company , good plans , good execution ... it fits me very well ..
he did the same thing with KMI .. couldn't slobber all over it enough and pandered to Richard K .. then , all of
a sudden .. nothing , but a report that his fund sold it
fact is , he has no clue how to play energy .. probably cannot believe that oil / gas has fallen so far and is
staying low ..
How many times have we heard him pound the table .. "let the price come to you" .. well , that's what i've
been doing with energy for the past 4 years ... going to continue to wait , i haven't seen what i want to
see yet ..
1) more M&A ,,, a few BIG deal '
2) bond rating agencies to downgrade debt on most companies
i doubt i will be buying before next year .. garce
i wouldn't say scary , YET .. however , since the CB's have not been able to ignite any level of inflation , tells
me that they have been battling deflation and have not yet won ...
economists have always been confident that inflation can be handled , tho' painful , they have no clue what
to do about deflation ..
the solution should be simple ... whenever there is economic malaise , the fixes all go to the top ,
that's okay for events like the bank meltdown we saw in 08-09 , stabilize the system ..
after that , the only way to fight deflation is to put money in at the bottom , like workers wages ....
but not unemployment and social supports ,
instead of calling for across the board raises , like fast food workers leaping to 15 / hr , it's time for
FISCAL ACTION ... remove income tax for the first 30k earned ... that should also be the poverty
threshold and wages should be forced to match that level of income ..
we have found out that pumping trillions into the banking system is fine to keep banks solvent , but none
of that money get to the real economy , so it isn't inflationary , but one thing that can be counted on .....
is that the lower 3 quartiles will spend just about every dollar they can get their hands on , drive
demand , drive prices higher .. garce
that wouldn't be the board where you told to "just buy it" at 44.xx and now is 35 - ? ??
use the money where it makes the most difference ... with so many shares still outstanding , a rise
of 9 cents is quite a slug .. , but i'll take it in a heartbeat , even though buying back shares makes
the most sense ...
i don't think so ...
sounds to me like you are about 15 years old , repeating some "sound bites" that you heard regarding
other companies .. each to be taken on it's own merit ..
if you are going to post such expert views on a public message board , how about some background ..
let's hear your answers to these questions :
1) how much debt was VZ carrying prior to buying out the wireless segment of VOD ?
2) what was the level of debt after the deal closed ?
3) how much cash did VZ have before and after the deal ?
4) your claim of current debt = 114 B is close enough .. so now , how much has VZ paid down in the past
12 months ?
5) have they been shrinking or growing cash on hand ..
6) what is the current cash flow rate ?
now , BOZO .. figure this one out ...
buying back a share of stock (assuming it's retired) saves $2.42 cents from div not paid . that's about 4.8% ..
most of VZ's debt is far less than 4.8% ... as a share holder , i want the money to go where it gives me
the biggest bank for the buck ... garce
yeah ?? so what .. you continue to demonstrate a complete lack of knowledge concerning
stocks in general and BMY specifically ... i care a lot more about what price BMY will
be at in 2025 , than i do for the next year or so ...