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Pacific Drilling S.A. Message Board

jackmaster20 640 posts  |  Last Activity: May 1, 2015 7:53 PM Member since: Apr 25, 2009
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  • Reply to

    Lockheed Martin --- hold to a strong sell

    by stocks2cheap May 1, 2015 11:54 AM
    jackmaster20 jackmaster20 May 1, 2015 7:53 PM Flag

    feel free …..it takes both sides to make a market.

  • jackmaster20 jackmaster20 May 1, 2015 7:50 PM Flag

    BCarter

    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 % ….?

    JM20

  • Reply to

    RTN Q1 data

    by jackmaster20 Apr 23, 2015 12:19 PM
    jackmaster20 jackmaster20 May 1, 2015 3:56 PM Flag

    segalb …..

    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.

  • jackmaster20 jackmaster20 May 1, 2015 3:53 PM Flag

    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.

  • Reply to

    HXL favorite long position

    by rexyrexrode Mar 25, 2015 9:23 AM
    jackmaster20 jackmaster20 May 1, 2015 1:35 PM Flag

    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.

  • jackmaster20 jackmaster20 May 1, 2015 1:29 PM Flag

    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.

  • Reply to

    LMT price target

    by wondering_man45 Apr 27, 2015 11:31 AM
    jackmaster20 jackmaster20 May 1, 2015 10:54 AM Flag

    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.

  • jackmaster20 by jackmaster20 May 1, 2015 9:46 AM Flag

    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

  • Reply to

    2 months into the spin off ......

    by jackmaster20 Feb 19, 2015 4:20 PM
    jackmaster20 jackmaster20 May 1, 2015 9:29 AM Flag

    M#1

    At $ 63.75 on Feb 23rd, you almost, but not quite, called
    the near term top to the recent price momentum for the
    new BEAV…….

    …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 !

  • Reply to

    This could get ugly....

    by wondering_man45 Apr 29, 2015 2:22 PM
    jackmaster20 jackmaster20 Apr 30, 2015 4:32 PM Flag

    how about a clumsy attempt at appearing to be a regional naval "tough guy" ………..

  • Reply to

    Bottom Drops Out of LMT Stock

    by nuthead48 Apr 29, 2015 7:01 PM
    jackmaster20 jackmaster20 Apr 30, 2015 4:28 PM Flag

    thank you, Chicken Little, for the update….!

  • jackmaster20 by jackmaster20 Apr 30, 2015 4:26 PM Flag

    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

    Wing Div

    sales: up $ % excluding the Gulfstream transaction
    earnings down 10 %

    Propulsion Div

    sales down 1 %
    earnings up 20 %
    margins 18.5 %

    Fuselage Div

    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
    is progressing.

    IMO overall a strong quarter for SPR.
    Wing Div and the propulsion Div still needs to catch up to the performance posted by the
    Fuselage Division.

    I look for better earnings from the Wing and higher still revenues and operating cash flows
    from Fuselage Division in Q2

  • Reply to

    2 months into the spin off ......

    by jackmaster20 Feb 19, 2015 4:20 PM
    jackmaster20 jackmaster20 Apr 30, 2015 4:04 PM Flag

    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.

  • Reply to

    SPR earnings report tomorrow

    by jackmaster20 Apr 28, 2015 11:36 AM
    jackmaster20 jackmaster20 Apr 30, 2015 12:03 PM Flag

    SPR back over $ 52.25 now

  • jackmaster20 jackmaster20 Apr 30, 2015 11:06 AM Flag

    gs

    Weak 2015 revenue growth forecast….weak stock price.

    If LOCO reports higher revenues growth, then we could see stock price growth.

  • jackmaster20 jackmaster20 Apr 30, 2015 11:03 AM Flag

    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
    beta stock….!!!!!

    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…!

  • Reply to

    Rosneft claim of NADL Rigs

    by spamblaster1234 Apr 29, 2015 10:33 AM
    jackmaster20 jackmaster20 Apr 30, 2015 10:58 AM Flag

    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.

  • Reply to

    HXL favorite long position

    by rexyrexrode Mar 25, 2015 9:23 AM
    jackmaster20 jackmaster20 Apr 30, 2015 10:25 AM Flag

    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

  • jackmaster20 jackmaster20 Apr 30, 2015 10:19 AM Flag

    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

  • Reply to

    Barron's profiles positive views on HXL.

    by fmr91730 Apr 29, 2015 12:36 PM
    jackmaster20 jackmaster20 Apr 30, 2015 10:14 AM Flag

    good point

    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.

PACD
4.65-0.02(-0.43%)May 1 4:02 PMEDT