I think the 2014 off-shore energy will be a positive vs 2013.....and this will bode well for TOO stock and dividend over the next 6 quarters.
As long as we don't see a lot of bad intra-firm transactions in 2014....TOO shareholders should have a good
risk-adjusted run in 2014
Rhi & Kom:
I am thinking TCAP could have a positive start to 2014 by releasing stronger NII for Q4 which
could set the stage for dividend optimism in the first portion of 2014........
What are your thoughts...?
Given the recent Taper news and the better trending US econ data....what's your opinion for TCAP in 2014 ?
I would say for everyone, it depended on our individual cost basis on BGS.
Lastly, IMO, if BGS doesn't hit $ 40 by June 2014 (a sign that sales are improving)
then we could see prices that "Beefstu" has warned us about (low $20s) by fall 2014.
I feel the vast majority of the current open float for BGS sees it as a growth stack, based
on current and future brand acquisitions. If the BGS new brands don't deliver then
the stock price will suffer.
Our BGS dividends are as safe as Wenner's ability to keep the acquisitions profitable.
Let's all make tons of $$$ in 2014
You seem to be all over this CNI message board.......
You spend a lot of time and effort on posting new entries that few respond to....?
Are you an investor in CNI common stock...?? If you are, I invite you to offer some
quantifiable and data-based opinions on the future prospects of CNI as an investment in 2014.
I'm interested in operating and financial basis for CNI stock performance.....not so much
media & political commentary.
If you have truly studied the CNI common........let it rip
so CNI paid $ 54.53 per share...........and within 3 trading sessions the stock gained back approx 3.5 %
What is the current & FUTURE impact to CNI investors regarding this transaction .....?????
I would be interested in your opinion, given that you took the time to post this info........
A lot of hyped rhetoric here..........what is your specific "ax to grind" ...??
Or are you just mad at politicians ? Canada has been a "socialized" country for decades
how does this effect current investors in CNI or CP, for that matter ?
P Khamsin started contract drilling on Dec 17.
Therefore a rough estimate of net operating revenues for 2013...from P Khamsin would be $ 7.35 million.
($ 660K -$170K) x15 days = $ 7.35 million for 2013
Since P Khamsin is a brand new drill-ship, this is a new revenue stream for PACD.
Main reason for DD price jump was the larger than avg pop by industrial or cyclical stocks.
Not much else.
Today, Peltz and unions were non-issues today.
Today GIS reported weaker EPS and weaker revenues than consensus analyst estimates....
......what does these data have to do with BGS ?
GIS is a leader in the shelf stable food product section of the grocery store, much like KRFT.
If GIS is having difficulty with selling products at a good profit, then it could be extrapolated that
the BGS "Core" or "Base" business portion is again having sales and margins problems of their own.
This then would mean that Wenner's new snacks and Tier # 1 products must really deliver
the revenue growth and margin expansion....at least as much as Wenner mentioned in the
last quarter's earning comments.
Tier # 1 products, we all know, were surprisingly weak last quarter.........the pressure could
really be on these brands to reverse their prior sales performance and deliver a big surprise
sales growth report next month.........
If the Core/Base products were selling better & with higher margins for BGS now, the snacks
growth strategy would not be as "risky" or "important" to current shareholder's stock price
when earnings are released for the 4th quarter 2013.........
As an aside, I noted that Pirate's Booty had a new product selling at my local Costco !
Its a 12 pack box of 2 oz individual sized Pirate's. Has anyone noticed other BGS new
product placements in their local warehouse club retail outlets......? New York Style
bagels could still be the real barometer for the snacks sales pick up, I have seen little
new activity from this product, here in the upper Midwest .
If GIS is not turning the corner.....can we expect BGS to reverse its near term revenue shortfall ?
Did you ever consider what the market value is for the ship that DCIX is selling ? In today's market old, smaller container ships are not much value & do not command much in rates.....
Possibly DCIX mgmt is removing older, lower income generating ships in favor of future larger (6000 TEU)
ships that should command higher rates when the container market continues to recover.......the current supply-demand metrics for DCIX's core small shipping assets is ruining its income potential. Selling
small container ships is a good idea.
What does all your Obamacare shatter have to do with global container shipping prospects ?
China is now the world's largest crude importer. They also have one of the fastest GDP growth rates in
the G-20, at approx 6 % YOY. India is also a huge population base that is demanding more crude per capita. 2 large modernizing countries with populations that are building a large middle class. Japan is dropping
nuclear energy and will require more crude in the years to come.......
This is where the real demand increase that will drive UDW and harsh off-shore drilling asset leases is
found. Its NOT a United States story. Even if the USA stopped importing crude today.....it still would not impact the multi-nationals strong need to go forward with huge, global E&P programs.
You can bet that HES, OXY, CVX, XOM, TOT, ENI, PBR to name a few, are basing their E&P investment
plans on the long term increase in crude demand from the emerging and frontier countries, into the
mid-century. PACD and the other off-shore drillers know what is driving global energy demand and
they are building 7th generation rigs as fast as they can.
All new rigs are garnering high daily rate leasing contracts. Older rigs, without the technology to
operate safely & efficiency, are being retired from the off-shore drilling environment. PACD & SDRL
are ahead of the game. The large off-shore firms, ESV, RIG & NE are trying to retool their fleets
as fast as they can to meet the needs of their long term clients. But it takes time to retool. Will
the major's clients wait for the 7th generation rigs or will those clients go elsewhere ? That will
depend on global GDP growth in 2014-2020.
PACD is good as far as the eye can see............it will plan for 12 rigs sooner than expected.
December 15, 2013
Meridan (MERDX) is the Triton-similar fund that Schaub & Meade now run, since Sept 5, 2013.
After a little over 3 months on their new fund, I can't say that they are out-performing the new
fund mgmt at Janus Triton.....
Yes, maybe its too early to tell, but thus far, Triton is not falling off vs Schaub & Meade now at Meridian.
Schwaub & Meade open Meridian Small Cap Growth Fund tomorrow, Dec 16th.......the clone to
Janus Venture Fund.
Basically, Meridan funds have higher expense ratios and S&M are making a lot of position moves
at the current time. Maybe Q1 2014 results will bring a better insight as to how Janus does after
its 2 prime small cap mgers departure. The higher exp ratios at Meridian can't help S&M poach
assets from Triton & Venture
IMO, Schaub & Meade must out perform their old Jauns funds if Arrowpoint Partners expects
to see capital flow away from Janus and into their new Schaub & Meade managed fund.
I am still holding onto my Janus funds........
LMT is close to 80 % owned by institutions......they don't care what the stock price
is at any time. They invest blocks of capital not stocks by price level.
With only 20 % of LMT stock in the hands of the retail investor, a split would not
have an impact for LMT stock.....so why split it..??? no reason.
LMT stock price is NOT supported by the retail investor, its more a pension fund
or a mutual fund holding.
So when is your idea going to hit the income statement for LMT..........2050, maybe
Not an investable thesis this decade
You have no real grasp of how the major global economic and political super powers strategically deal
with each other........