TJX caters to retail customers who graze.......the more they look, the more they buy.
Keep the merchandise changing and the grazers will return often.
You appear to be part of a different portion of the retail sector.
If an overall market correction takes CSTM to $ 24....I think I would buy AA then.
AA better positioned for US aluminum business with aero & auto industry in 2014
PEP needs to do more than simply split its stock .......
The CEO needs to make a real strategic decision to improve the firm.
I doubt that will occur.
Telco sector rally + WIN shorts are covering = nice gains for WIN, but not to $ 13
IMO, the next WIN earnings report does not have to be great, just not surprisingly bad.
Sector momentum then will push additional shorts to cover.
WIN is still in a short covering rally, IMO
WIN was at $ 10.19 just prior to the ex-divided date .. ....then dropped, as expected, and over
the past 2 weeks the shorts have seen that WIN did not crumble once the dividend was declared.
During these last 2 weeks more and more "committed shorts" are giving up their positions
and pushing WIN ever higher.
This is an artificial rally in WIN......but I love it.
I am staying long WIN until WIN trades more with the overall market
WIN at $ 10.30 by Friday
I think JF over at SDRL has enough harsh environment drilling rigs lined up for NADL
SDRL has a fully leveraged balance sheet......it does not need to add more debt for rigs
now, given that it will be receiving more harsh environment rigs in the next few years from
its contracted fabricators.
I doubt it ..... Germany needs more natural gas on the market, not less. Merkel will not
allow Obama restrict its primary source of energy ......
USA/Obama no longer in the position to influence global energy production outside of
just give me $ 71.50 for TEG shares ........I am not interested investing time
to decide if WES is the best place for my marginal investment capital.
With current high relative valuations for the utility sector, there are plenty of
better places to invest my TEG capital gains.
But I would say that WEC will cut headcount post closing ........
Yes I think I can recall Wenner saying that BG Foods
does not need him to execute on the acquisition front.
I thought Wenner has said he will retire on 12-31.
However, Wenner has been there for BGS since its time
owned by PE. I am a little more unsure that a new M&A
mger can continue on the same high level as Wenner
has charted.....especially in the beginning.
I would like to see that Wenner plus the new acquisitions
mger work in tamden on the next deal before I feel good
with not having the true "Dealmaker" in the mix.
One reason I wish BGS would announce a new CEO
sooner rather than at the last minute ......this uncertainty
will begin to put pressure on the stock as we get more
into the 3rd quarter.
Great liberal democratic explanation for why Obama's liberal foreign policy enables crazies to think
they can fight the entire world & win.
Go ahead and blame the weapons and not the humans who are miscalculating by the day ...........
I am long RTN & LMT and I like it ....!
I just noted that in Q1 2014 the Pirate's Booty brand posted total net revenues of $ 20.4 million
while during Q2 total net revenues for the Pirate's Booty brand were $ 20.3 million
......no growth, again, on a "premier" BGS snack brand
Your posts are causing me excruciating pain......you make me feel awful....!
You have clearly proven your case that you are far superior to me as an investor ....!
How did I ever doubt your supreme knowledge ?
No one, for some time, here at the BG Foods message board, interacts with you
in a positive manner. However I tried to keep an open mind and continued to attempt
to discuss with you our differing opinions on BGS as an investment.
You have been short while I am still long....that's what makes a market, correct ?
Months back I thought I could learn by discussing the "Short perspective" on BGS.
But you have worn me down & now I will just withdraw from your confrontational posts.
You have proven to most of us that its impossible to have a mature & constructive
discussion with you. Too easily you regress into immature name calling when investors
disagree with your rants.........
You're just not worth it anymore.
You bring up an important point regarding BG Foods mgmt......ethics.
I agree we should not discount Wenner's up front style in communicating
Do you have any thoughts on how much Wenner will "be around"
after his December retirement ......maybe to help with acquisitions
in 2015, perhaps ?
Thanks for the post regarding an updated PACD fleet status report dated July 15, 2014.
However, for the P Bora, Beckett said on the Q1 2014 CC the Bora contract was basically
set, just waiting on Nigerian govt bureaucracy to approve the 2 year extension terms and
set up. The May 1, 2014 PACD fleet status report posted the 2 year extension at $ 615,000.
Today I noted the P Bora extension is posted on the Fleet status report at $ 585,860 day rate.
This equates to a lose of approx $ 2.623 million per quarter in revenues, as compared to
the May 1,2014 fleet status report information. $ 10.5 million per year.
Average contract revenue back-log per day will be $602k.
Where/how did you see or arrive at the $ 576k number ?
Would have been nice to keep a Nigerian drilling contract above the $ 600k level.......
Is "high 500s" the new 7th generation "going rate" for West Africa in the summer of 2014 ?
Usually Nigeria is the most lucrative region for UDW drilling contractors, like PACD
The P Bora extension still does not have a "final contract signature" affixed........hope that
doesn't cause a chance for one last round of negotiating....... downward.!
I am still waiting for news on the P Meltem maiden contract later this year, as the big new maker.
Thanks again for bring attention regarding the Bora contract extension update
The 401(K) rule still makes employees "slaves" to the crazies in the WH and Congress.
Instead of the tax savings I simply invested into my own private stock accounts. I have
better control of my retirement assets this way.