I would agree with you that the CEO is lowballing his 2015 guidance of "3 to 5 %
revenue growth for 2015" ……
….so, what is your expected actual LOCO 2015 revenue growth numbers ?
Over 10 % ….?
Yes you are correct, but I am thinking RTN could go lower in the near
term for a safer entry, later in May..?
We shall see.
HXL back to $ 49.55 at 3:50 PM
I will wait for a lower price for HXL…maybe next week
or maybe I will have to wait a few weeks longer….?
More comfortable if HXL was around $ 48.75.
What a difference 10 days make …..but I agree with you that HXL
CC provided strong reasons to own this stock long term.
Maybe $ 60 later in the summer…?
Once the 787 program really gets cookin' from a production standpoint.
I would say $ 70 is "almost assured" by Q4 2016
Long term, very little risk in holding HXL.
Just a short term move down in the stock price, after a sustained uptrend
during the past several quarters …….
HXL earnings looks good going forward.
Under $ 49 now seems plausible. Only issue to me is how low this short
term move goes. Under $ 49.50 (now) is a good place to add shares.
But maybe HXL goes lower from here next week……?
I will closely watch & consider buying during the last hour of trading on
this Friday afternoon session. Maybe HXL pops back up next week
after the past 3 days drop.
Might not be able to resist adding at least a partial amount under $ 49.50.
I will see in 2 hours.
blackout & others
Even with a market collapse I think LMT stays above $ 115
$ 115 IMO would imply a major lose of earnings (maybe the F-35 gets shelved)
I do not think the F-35 will be rejected this late in its development cycle.
International buyers are making up a larger portion of the major defense
revenues. Cybersecurity is a growth industry for defense firms going forward.
These emerging issues provides added diversification & added relative safety
for LMT future (2016-2025) earnings flows.
If LMT ever hit $ 115, as dOn3 posts, that would be a generational buying
opportunity that I doubt I will be around to see.
In the first 2 months of 2015 ……….ROST has released
32 Ross stores have opened in 2015
5 dd's Discount stores have opened in 2015
ROST 2015 plan:
Ross 70 store openings
dd's Discount 20 store openings
Thus far ROST has opened the new stores in their large state locations. (CA, TX & FL)
They say they will open stores in the spring within the newer Midwest area.
Currently, ROST has
1242 Ross stores in 33 states
15 stores in 15 states
ROST ultimate US goal is
2000 Ross stores
500 dd's Dicount store
At $ 63.75 on Feb 23rd, you almost, but not quite, called
the near term top to the recent price momentum for the
…I will not hold you to this short term call because we all
make near term misses. I would say starting a position
on April 30th is safer and potentially more profitable than
"getting on board" at $ 63.75. Possibly 6.03 % safer.
I am an aggressive buyer of more BEAV if the price
goes under $ 56.
BTW, Q2 2015 for BEAV will show continued better
margins and better parts & corp jet revenues & profits
…..but still little "pop" in the CAS revenues, until the
major new Airbus and Boeing programs ramp up…
maybe in 2016.
Pacquio Sat night in less than 5 rounds….hopefully !
revenues up 4 % YOY
operating income up 21% to $235 million
operating cash flow $424 million
Free cash flow $ 384 million (improved from - $ 8 million YOY)
Cash on the Balance Sheet $ 750 million
operating margins 13.5 % ( Q1 2014 was 11.2 %)
$ 46 billion of backlog (7 years of sales)
re-structuring of the debt shows an expected decrease of $ 4 million in annual interest expense
2015 guidance reaffirmed ……
sales $ 6.6 - $ 6.8 billion
FCF $ 600 -$ 700 million
EPS $ 3.60 - $ 3.80
sales: up $ % excluding the Gulfstream transaction
earnings down 10 %
sales down 1 %
earnings up 20 %
margins 18.5 %
sales up 6.87 %
earnings up 16.1 %
margins 17 %
737 and A320 driving Fuselage sales and earnings. 787 is in early stages with future ramp up
coming in 2016-2018
The CEO given very vague responses to the questions. hard to tell what is really going on at
SPR from his comments. The CFO was more clear and provided the best color on how SPR
IMO overall a strong quarter for SPR.
Wing Div and the propulsion Div still needs to catch up to the performance posted by the
I look for better earnings from the Wing and higher still revenues and operating cash flows
from Fuselage Division in Q2
Bought my initial sleeve of BEAV today….
Paid $ 59.90 for the shares. I will plan to add
if BEAV goes down lower.
Under $ 60 for BEAV, over the next 3 to 5 years
will be a great investment.
Weak 2015 revenue growth forecast….weak stock price.
If LOCO reports higher revenues growth, then we could see stock price growth.
Both of you should just take it easy and trust that your firm is a quality concern
and will prevail in the future. Do you like the firm's prospects or not…???
Can't believe how some investors "panic" on very new term price action a high
Can't believe "down $ 500" is "so depressing" that you are "losing all hope"
The thing you have really lost here… is your credibility as a stock investor…!
PBR has suspended nearly all off-shore (deep) E&P projects.
BP seems less likely to go forward on deep drilling programs.
XOM & NADL in the Kara is off.
These are "special situation" however.
Some off-shore North Sea cancellations have occurred, but
I am not sure on those details.
IMO "violent" moves in Brent scares the IOCs when they work
to budget for new long term, high cost deep off-shore E&P
programs. Brent stability rather than Brent absolute prices
impact funding for deep off-shore E&P.
HXL controls the technologies that the aero and auto firms see as the next
generation of fuel conservation.
I do not see what CYT or DOW/MMM would add to HXL's prime products that
are already best of class.
HXL has built a better mouse trap …….HXL doe not need DOW/MMM/CYT
to attract its customers.
HXL should stand alone and reap ALL of its profits
HXL target of $ 60 ……….big deal…!
I am holding HXL for a price of $ 100 in 2017-18 ….!
Under $ 50 (maybe later this morning…?) is a good level to add more shares
for a firm with emerging aero technologies
HXL has a better long term future selling to both BE and Airbus.
Short tremors might want a quick profit of the BA take over, but I
want HXL to stay independent and make much more profits in the
years to come.
Future jets will have their wings and bodies made of carbon fiber
instead of aluminum.