What insiders are you speaking of ...?
Agreed that the backlogs remain the same, however the outlooks
for MCo and SCo have diverged based upon 2015-16 capital
investments and execution risk
Thanks for your comments
Hey all you other retailers who reported dismal earnings and blamed it on all sorts of reasons......
I say " BS "
TJX delivered big time, above its estimates.......they must operate in a different USA...!!!!
Customers have $$$$ but they are showing that they will not longer waste it on lame retailers
who can't offer what customers really want......choice and value.
Tell Macy's, Target, "dollar everybody" & all the other "mall merchants" its not the customer
or the weather......its them, they can't compete in the evolving retail soft goods landscape.
Let's see if tomorrow if Ross Stores can keep pace with Myerowitz, et., al.
TJX European operating up 6 % in Q2 .........where the real growth was
Maybe the "shorts" are doing the buyback, now
Myerowitz should keep her money for additional organic growth initiatives
ESV was in a shape V bottom ......market increasing buying the quality balance sheet and improved
Last week's hand wringing was "much to do about nothing"
Today ESV is the big gainer of the " larger, old line" off-shore drillers
Yesterday's fleet report updates was good news for the market
ESV is up 5.2 % from its recent low .......weak sisters are getting beaten..!!!
Fleet status report of August 6th states that P Sharav will start drilling on September 1, 2014.
This maiden contract carries a $ 555,000 day rate.
Brand new revenue for PACD.
For 4 months in 2014 PACD will have 6 drill-ships operating under contract. Nice
The beat goes on .........
The real arms competition is the UK, EU, Russia & China
......not other US defense firms
Maybe LMT mgmt is looking to decrease head-court.......usually good, productive employees
don't get screwed out of anything. Their value & contribution maintains their worth.
The lower half of the employee totem-poll usually do the most #$%$ and the least to help
the firm meet its corporate/customer goals. They become too expensive for what they deliver
to the organization simple as that. Moral is always low for the weakest half of the employee staff. They always seem to be asking "what can LMT do for me...again"
Since Friday at noon, seems like LMT is moving higher, with the overall market & the defense
sector.....Nobody, please tell this board what you don't know ..........
But will this week's ROST price action be ......"buy on the rumor & sell on the fact" ???
I don't see how Rost stock price goes much higher on Thursday, after its "TJX rally"
The market is telling "them" it will not pay $22 for the existing per share NII.
SLRC has a strong loan portfolio with zero non-performing loans.
SLRC only "incompetency" is that it has received a heavy wave of repayments
on legacy loans at the same time it wants to upgrade its loan portfolio credit
quality.......would you rather Gross make weaker loans, at the current "very low"
SLRC does not have enough 'Hounds" to fight the entire market
Whether SLRC at 2 % disc or 12 % discount.....it doesn't matter !
The market is larger than any single DBC buyback efforts
I appreciate your post.......
SLRC had some type of interest in trying to maintain the share price at $ 22.00.
No other DBC has employed buybacks, so SLRC was a special situation with
a special motivation.....I still think Gross's mother-in-law bought a load of SLRC
stock years ago at approx $ 22....!!! Ha ha
I don't think Gross can meaningfully increase NOI next quarter. There still will be
some loan repayments & loan originations coupons are back down to near historic
IMO, it will take several quarters in a row for SLRC add to its NII per share,
which I feel will be the true driver of the SLRC stock price
"At least 2 unitranche loans" is the best way for Gross to jump start better loan
income structure, but this too will take time to execute. $ 300-$400 million in
loan value will take time to formulate for the SLRC portfolio.
In the meantime the market will take down the SLRC price to better reflect a
price the market feels warranted for the NOI and risk SLRC offers investors.
I would tell any investor in DBC regarding SLRC .......
"be patient & let the SLRC price drop. The portfolio has zero non-performing loans.
Give Gross time to slowly re-build the NOI"
The SLRC buyback didn't work for shareholders