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Pacific Drilling S.A. Message Board

jackmaster20 776 posts  |  Last Activity: 15 minutes ago Member since: Apr 25, 2009
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  • Reply to

    LOCO order near the close ......

    by jackmaster20 Jul 27, 2015 4:21 PM
    jackmaster20 jackmaster20 15 minutes ago Flag

    For what it is worth......maybe nothing...!

    I filled the 20 % sleeve at 3:59 PM just now.
    Filled at a price of $ 18.34.

    happened right into the close.

    My entire positive cost per share is now $ 19.05.

    Theoretically still have 60 % to invest, but no guarantees
    that I employ the full 100 % allotment.

  • Reply to

    10 trading sessions

    by jackmaster20 1 hour 36 minutes ago
    jackmaster20 jackmaster20 1 hour 6 minutes ago Flag

    thanks for the clarification

  • jackmaster20 by jackmaster20 1 hour 36 minutes ago Flag

    On Thursday August 13th after the close, LOCO reports its Q2 earnings .......
    that's 10 trading sessions from today. Not many sessions left, IMO.

    Although the market is taking back at least a large portion of yesterday's gains
    from LOCO investors, I think it might be interesting to see if LOCO's price
    starts to move consistently in one direction as we get closer to the report.

    IMO, don't expect any type of news from LOCO for the next 2 weeks.....

    I also think any revision in guidance is the most important aspect of the
    Q2 report. I would like to hear Sather be a little more positive, but maybe we
    don't get a change of tone yet.....

    I invite all fellow LOCO investors, both long and short, to post their Q2
    EPS or YOY same store sales (SSS) or any other metric of interest for
    this board of investors to ponder and discuss.

    I am thinking today that LOCO posts a 19 cent EPS for Q2.
    I predict that LOCO ups EPS guidance for the full year 2015 to 76-77 cents.
    I will try to get back with a SSS prediction a little later.

  • Reply to

    401(k) settlement info...

    by wheelguy144 Jul 21, 2015 3:40 PM
    jackmaster20 jackmaster20 2 hours 19 minutes ago Flag

    This is the LMT stock message board at Yahoo Finance.

    Why don't you old LMT employees simply go over to the LMT
    Settlement website and talk about this non-issue for as long as
    you want..? There's probably a lot of folks over there now who
    could help you last week..!!!

    I can't believe you guys think your narrow issue could possibly
    impact the LMT share price...!!! You are giving yourselves way
    too much credit...!

    There's probably tons of old ex-LMT employees to chat with over
    at the LMT settlement website who will love to talk 401(K) issues
    with you until the cows come home....!

    As I have told you old guys before, this is the Yahoo Finance
    message board used for investing info, debate and ideas....not
    so much as a LMT benefits board.......

    BTW my chip on my shoulder is that its good for adults to
    realize where they are and to stay focused on relevant topics
    ...investing topics. The vast majority of investors who buy and
    sell LMT stock care ZERO about employee benefit issues.

    Because its just not relevant to the investing conversation.

  • Reply to

    stock split coming

    by brokeoldjoo Jul 29, 2015 12:11 PM
    jackmaster20 jackmaster20 2 hours 32 minutes ago Flag

    And the entire time its an non-event

    85 % of the shareholders of LMT are intsitutionals who do not care
    what the stock price is, they only care about the stock value.......

    I wish more retail investors here would focus more on valuation
    and less on ''splits'' ...........!

  • Reply to

    Easy to "Know" when to Buy, but when to sell...

    by wooglin_kai Jul 28, 2015 1:48 PM
    jackmaster20 jackmaster20 3 hours ago Flag

    wooglin

    OK, thanks for the quick explanation.

  • Reply to

    the coming fed hike of late 2015 .......

    by jackmaster20 Jun 17, 2015 10:05 AM
    jackmaster20 jackmaster20 3 hours ago Flag

    The revised positive Q1 GDP data and the 2 % plus Q2 initial GDP number
    gives Yellen the cover to hike 25 bps in September .....

    At least Cantwell got one brand acquisition done before the hike at a good price
    of 6.6 times Mama Mary's annual EBITDA.

    With Rickland Orchards and New York Style brands floundering still and zero
    signs of future improvement, IMO if rates increase in the market by a relatively
    large amount, its going to be tougher for Cantwell to find reasonable brand
    acquisitions in the future that support further stock price increases over the
    next several quarters.

  • Reply to

    Q2 results for SPR

    by jackmaster20 23 hours ago
    jackmaster20 jackmaster20 3 hours ago Flag

    jr mack

    So you must be saying that mgmt feels buying SPR at its 10 year high is the optimum
    way to put cash flow to work..........I don't but that

    If that was the case, mgmt should have bought their stock back in 2008 through 2012
    when the SPR stock traded roughly on an average of $ 20...!
    Back in 2011 & 2012 mgmt knew that BA and Airbus were designing new jets & now
    the entire market knows, so there is high probability that SPR growth is more fully
    priced into the stock now.

    No, I strongly think mgmt has a few extra bucks and wants to insure EPS increases
    which could be a major input for their compensation, by cutting the total outstanding
    shares.

    If you look at the data you will see the main reason SPR posted a large FCF
    growth metric is because they sold the Gulfstream business. SPR mgmt made
    a transaction. So new levels of FCF should be employed to execute bolt on
    acquisitions, not buybacks at done at historic high stock prices...!

    $ 800 million of FCF plus another $ 800 million of debt financed at current very low
    interest rates could fund a very nice business that would grow additional FCF
    for years to come.

  • Reply to

    Never goes up 2 days in a row

    by scjohnson4047 6 hours ago
    jackmaster20 jackmaster20 3 hours ago Flag

    Careful there, scj

    always is a long, long time........
    .....always & never are 2 words I try not to use

    I have been burnt too many times

  • Reply to

    Fncydansir says loco is BK

    by brokeoldjoo 5 hours ago
    jackmaster20 jackmaster20 3 hours ago Flag

    Why do these crazy posters spring up to spew non-sense...?
    What is their motivations..??

    They can't possibly think their goofy posts impact investors or the LOCO price

  • HON bought Germany based Elster, Inc recently for $ 5.1 billion

    Elster is in the ''smart metering'' business, mostly for natural gas & water/fluids.
    Elster revenues last year were $ 1.8 billion
    HON said it paid ''12.6 times core earnings'' for Elster, so this firm generates approx
    $ 400 million of ''core earnings'' annually.

    This Elster acquisition is the largest purchase by Dave Cote and its also the largest
    since HON bought Allied Signal in 1999. HON released a plan in 2014 saying it plans
    to dedicate $ 10 billion in capital for acquisitions, so this transaction uses about half
    of HON's buying war-chest.

    I have read that ''smart metering'' is a growth industry as water and energy monitoring
    get more important. But is a $ 10 billion global metering business large enough to
    impact HON's financials in a meaningful way....? Maybe HON needs to dedicate more
    capital to this potential metering emerging frontier, if its truly a future grower...?
    If HON really thinks metering is a viable business, the WSJ said they need to buy a US
    and maybe a Latin America metering firm(s) as well. To me that seems like HON
    will need to spend more than $ 10 billion total to build out this global metering platform.

    I approve of Cote using capital to enter new growing businesses. IMO its much better
    than ill timed buybacks, when stock price are high and costs of capital are so low.
    I hope Cote and his team have extensively and accurately done their due diligence
    that the global ''smart metering'' industry is for real when it comes to future revenue
    and profit growth, worldwide. Time will tell.

    If Cote bought one ''smart metering'' firm in Europe then he needs to buy other
    metering firms to round out the strategy. HON needs to move the needle.

  • Reply to

    Easy to "Know" when to Buy, but when to sell...

    by wooglin_kai Jul 28, 2015 1:48 PM
    jackmaster20 jackmaster20 20 hours ago Flag

    wooglin

    Whats the rationale for buying UNFI after the sad words from the UNFI CEO...
    regarding Albertson's and the 26 % drop that followed.....???

    New to UNFI and don't see the near or mid term catalyst......

  • Reply to

    Easy to "Know" when to Buy, but when to sell...

    by wooglin_kai Jul 28, 2015 1:48 PM
    jackmaster20 jackmaster20 20 hours ago Flag

    you are correct

  • Reply to

    Strong day

    by frankjac2001 Jul 28, 2015 5:08 PM
    jackmaster20 jackmaster20 20 hours ago Flag

    fj2K1

    I hope over the next few earnings CC that PCP will post better
    metrics and you will be sitting on a good sized capital gain.

  • Reply to

    Strong day

    by frankjac2001 Jul 28, 2015 5:08 PM
    jackmaster20 jackmaster20 22 hours ago Flag

    Sorry to see Frank that your afternoon trade yesterday before PCP earnings
    took a hit today......hope things work out for you longer term with PCP.

    New bolt on acquisitions and maybe some divestiture of weakest oil & gas
    segments might help PCP longer term.....great aero firm with a still energy
    add on, just to irritate investors...?

  • Reply to

    Strong day

    by frankjac2001 Jul 28, 2015 5:08 PM
    jackmaster20 jackmaster20 22 hours ago Flag

    I have a problem messing up a perfectly strong aero business with energy
    mishaps....!!!

    From today's Conference Call ................

    ''total organic sales down 1 % in constant currency basis''
    ''oil & gas sales drop of 4 % more than offset low single digit sales growth
    in the large CAS business''
    ''operating margins decreased 350 bps''
    ''aero sales down 1 % while large CAS was up $5''
    ''power sales were down 17 %, almost entirely from a 38 % drop in oil & gas sales''

    Aero should improve with the ramp up of BA and Airbus production schedules
    of new jets............who knows when oil & gas will improve.

  • jackmaster20 by jackmaster20 22 hours ago Flag

    TGI missed EPS estimates by 4 cents per share
    TGI slightly beat on revenues YOY

    However......

    reduced guidance for both EPS and revenues for 2015
    so the stock lost everything from yesterday and then some, finished down 5 1/3 % today

  • jackmaster20 by jackmaster20 23 hours ago Flag

    good overall numbers from SPR in Q2

    EPS was $ 1.09 estimates was for 97 cents

    Cash flow from operations was up to $ 305 million
    (Q2 2014 cash flow form ops wax $165 million)
    up over 84 % YOY

    Q2 total revenues was $ 1.699 billion ( 0.8 % below estimates)

    Fueselage Div revs down 1.9 %
    Propulsion Div revs down 4.3 %
    Wing Div revs down 16.2 %

    guidance for full year 2015 revenues remains the same at $ 6.6 - 6.7 billion
    full year EPS remains the same at $ 3.60 to $ 3.80.
    full year free cash flow higher to $ 700-$800 million.

    SPR announces a $ 350 million stock buyback .........starting at $ 56...ugh..!
    I would rather SPR take the capital and go buy another bolt-on aero component
    firm to grow its Fuselage Div business segment.

    But this CEO wants to have an easier EPS target by cutting outstanding shares.
    I hate financial engineering to artificially inflate EPS...watch SPR will still miss its
    revenues estimates, but beat its EPS in the future.

    If mgmt is not going to reinvest in acquisitions to grow the business, then give
    investors a dividend instead of buybacks made at stock prices that are at a
    10 year high. Now is not the time to start a stock buyback at SPR...!

    At any rate SPR stock popped on the news today.......

  • Reply to

    $174 A/E?? 5% upside.

    by mi80ke3 Jul 24, 2015 10:47 AM
    jackmaster20 jackmaster20 23 hours ago Flag

    wow, that would calculate to a 30 % annualized growth rate......
    To me that seems like a lot, especially after the current stock price
    run out of the past several quarters.....

    we will see though

  • Reply to

    strong Q2 NOC report......

    by jackmaster20 Jul 29, 2015 10:27 AM
    jackmaster20 jackmaster20 23 hours ago Flag

    indetrucks

    I do think the US govt takes into consideration maintaining
    its industrial military assets in a long term fashion.

    More competition and more ideas.

    Does the US want only 2 American aero defense firms..?

PACD
2.26-0.09(-3.83%)4:00 PMEDT