All major defense firms have seen revenues contract over the past few years......that's backward
The market is now watching for signs of lessening revenues contraction and and future revenues growth
I doubt Musk will be interested in the military grade nuclear class subs that the US
and other NATO nations have in mind
Sir or madame
I post only as a TOO investor not as a TK investor.
So TK makes a poorly timed purchase of a FSPO
and TOO has to take the hit and pail out the TK
shareholders for their poor execution...? No way.
TOO and its Conflict of Interest Board should just say NO.
As an TOO investor I am not worried about future crude
pricing trends....I am worried about getting blatantly ripped
off by TK.
TK made the error in purchasing this FSPO, so they
should take the hit. They (TK) should sell to TOO
at favorable(market) terms that could be re-negotiated
then TOO day rates are increasing, in the future....
If TOO forced a postponement of this drop-down there
would no no reduction in dividend payout....TOO payout is covered by existing FFO.
I don't mind a SPO to fund growth, when the costs for
growth are reasonable....not inflated marginal costs to
pail out a bad move by TK...
Thanks for your reply.....
BEAV is a much better deal for investor today than it was yesterday ......
This aero pure play will work out for investors who get in at a value price.....
I am not eating your BEAV yet....!!
Sounds like you are still mad 'cause you only paid attention to the BEAV stock price
and little else, over the past few years........
Today BEAV posted a surprisingly bad earnings report and the stock price is down.
Maybe BEAV gets down to the low $ 50s or even high $ 40s....to where I can buy
a meaningful position in the Aero only firm Koury almost wrecked....!
Good luck to you and your BEAV investment.
last week the new CEO made a big deal out of TruNorth nut snacks ...as the next big growth brand for
BGS in the Warehouse Clubs segment.......last thing I can recall, is that TruNorth has minuscule net
revenues. So even if this brand triples its revenues in 2015...it still will not make up for the big lost
that is Michael Sand's Rickland Orchard's miscue.....!
I was thinking we might hear more about added emphasis on base brands revenues restoration.
But that didn't happen.
The CEO sounds ready to "pull the trigger" on the next brand acquisition......
I am a private stock investor since 1973......the year I started driving
a car...! I have been through several crude price swings in my
investing life......this is no thing for crude so far.
Only thing I try to manipulate is the value of my total stock portfolio.
And not much else.
I come here to post to read and learn other opinions from
similar private investors. Share & argue opinions.
I am heavily short the Euro .....and buying hedged German stocks.
I guess I am still technically bearish on crude & an EU recovery.....
The position I am waiting for is ........an over 10 % correction
in the S&P 500 to buy additional shares at lower valuations.
Like most investors.
I still hope to buy additional SLB a lower (much?) stock prices
for the young kids in the family, until they are my age...!
Your points are well articulated here....thanks
I really don't know where Brent will finally settle a bottom....no one does in fact.
Not even the Saudis....! At the present crude is not slowing the continual daily
drops we saw in the beginning of this months......I think we are much closer to
a crude bottom than its recent top.
We may very well be a the left leg of the U .......but I still maintain that SLB will
not drop as far as the crude commodity price dynamics.
I still feel this mgmt team will make the required moves to insure SLB performance
and future relative to move/all other energy services firms.
I do not feel it is prudent to compare AAPL's historically low p/E to SLB's fully valued
19 you mention above.......I don't know, but I ask you what is SLB historical avg P/E.?
Instead of 19 maybe that is where SLB might be headed on a valuation basis for its
I agree with you that I do possess and share my enthusiasm for a great firm that
could be available at a better price in the near future.......
Regards to you, Sir
Is the large buyback being used to support the LMT stock price until DOD FY16 and foreign defense
budgets are announced which show possible signs of revenues growth potential for the large US
defense firms .....???
Clearly its been tough times for all defense firms over the past years.......could "frozen" defense budgets
be signs of thawing........??
Just found this post from you ......
IMO, Officers have several reasons to sell small % of their LMT holdings, especially very small %
holdings as listed above. As an investor, I only really weight significant buys by officers as the only
clear indicator of a firm's future prospects....
just the way I look at this issue........
BTW it looks to me that NOC posted the best earnings and guidance...
what is your opinion of that, rkd998 ?