HON has said they will spend $ 10 billion to buy new firms to drive
higher revenues. The global economy is not growing faster but seems
to be slowing as China, Latin America, Europe and Japan continue
to grow below average.
I ant to see HON grow faster too, but when you are a huge multinational
firm that depends on a portion of organic growth on the growth rate of
the major global economies, I think its a good use of capital to buy firms
in new industries such as the ''smart metering'' of water, natural gas
and other valuable commodities........
I think & hope that Cote will spend more than $ 10 billion in acquisitions
to support added growth in revenues
Let's see how the Elster, Inc acquisition (and maybe others in this
industry) goes before you all say that HON is not willing to work to grow
Buying Elster is NOT similar to buying lottery tickets...!!
Josh Frank and Nelson Peltz will join the SYY board.
2 seats for Trian Fund and investors associated with them.
What does any of that have to do with Trian Fund receiving 2 Seats on the SYY Board this morning ?
Sorry I could not help you.......the info you desire is located on the TOO
Investors Relations website, I would suspect.
TOO is in the production, not the exploration area of the energy sector
which gives it certain protection from E&P budget cut backs that could
negatively impact revenues, FCF and earnings
Regarding the TOO preferreds.......all energy debt is considered ''too risky'' now, so everything gets
sold off. Investors sell first, then ask questions later. TOO is in the worst sector of the market.
ZOES buying opportunity comes before next week's earnings
report that I feel will be great, not good...!
We will not see $ 31.50.......but hope to see under $35 before
Not worried about the exit of the CFO in this name.
Nice rebound on an otherwise weak day for the overall market.
A price of $ 10 for LOCO with a 75 cent EPS ......
gives LOCO a P/E of 13.3
I never trust Yahoo metrics without checking them first.
Not a good idea to blindly take info from another source and base
your valuation opinion on that erroneous data.......you know LOCO
is not going to post FY 2015 EPS of $ 1.16. At the end of 2 quarters
lOCO EPS is $0.37. No chance that LOCO does 39 cents in Q3
and then 40 cents in Q4.
Don't count on someone else's data unless you check it first.
ROST is getting hit today, after yesterday's nice pop ........
This is great, IMO, as I think ROST will get back under $ 55 before the close tonight
ROST will beat on revs, SSS & EPS tomorrow morning and IMO this stock price
goes over $ 58.00 in response to the good news
current 2015 full year P/E is not 11.5 ...I don't know/how why you get this wrong
current P/E is 19.0 ($ 13.50 divided by 0.71)
Would you pay 19 times 2015 earnings for LOCO mgmt...???
I just saw some estimates saying ROST would post 62 cents for its Q2 EPS....
Didn't ROST post $ 1.34 in Q1..?
Also saw estimates for Q2 revenues is at $ 2.94 billion
I estimate that ROST SSS will be UP 5 % systemwide
Will guidance get adjusted higher ?? If it does, then ROST goes a lot higher......
We will all see tomorrow
I appreciate your post regarding data on ZOES
ZOES is clearly a richly valued security.....
IMO the central issue for investors who buy ZOES at current valuations is not so much its sky high
metrics but rather if ZOES mgmt can successfully execute its highly aggressive growth strategy.
Recently I think ZOES been getting hit as the entire QSR/casual dinning sector has had a weak
several past sessions......I am interested in hearing from ZOES how they do on continuing to
roll out their brand into new suburban areas.
#$%$' and ''number of new locations'' are the main metrics for the ZOES story in 2015-17.
Just read your post again.......!
Looks like you hit on the real LOCO problem for 2015 when you wrote about
too much ''messing with the menu''
That turned out to be painfully true for all LOCO long investors.
TJX just posted $ 7.36 billion in revenues this quarter.
Macy's posted $ 6.104 billion in revenues
And these number are done by TJX without tons of advertising Macy's employs.........
From a revenues basis, TJX is about 20.5 % larger than the great and mighty Macy's.....
Lungden has a famous store and parade in New York City, but but he is falling behind TJX
from a corporate performance standpoint.
I predict TJX does $ 9 billion in revenues in Q4 this year.
I am not looking for the next split as much as I am looking
forward to TJX's next quarterly report where we should
repeat the same market action we have noted after the
past 2 quarterly releases.
Meyrowitz said that Q3 is already off to a ''solid'' start.
The last 2 quarters for TJX are its largest.....
TJX beat its Q2 revenue estimate by 100 million dollars
and doubled its estimates same store sales comps,,.!
Some fund mgers might make that switch, but I still think way too many
fund mgers are buying the old guard retailers and getting killed doing it....
They should be buying only TJX, ROST, DLTR and ULTA instead.....