PACD stock price is a "coiled spring"
PACD is doing fine from an operational perspective. Mgmt has made no
The 2 main factors impacting PACD now is a conflict between fears of weak
7th generation UDW drill-ships contract day rates holding the stock price
down, while on the other hand, if Beckett announces a "mid 500s" day
rate contract for the new P Meltem, the price will jump higher.
In "very early 2015" news on an extension in South America for P Minstral
will help the stock price, as will the news as to what the exact amount per
share will be for the newly approved dividend.
But right now fear is winning .......but for how long........until October ?
Costco reported strong Q2 results today ....... is this good for Costco venders or did Costco improve its
inventory controls, which would hurt secondary vendors like BGS...? After a few not so happy quarters
I think Costco could be tough on most of its vendors.
Costco reported very strong results for Q2 while FDO provided dismal performance ....again .....
IMO, this says that well run retailers who can provide fresh, new product to their customers
can win in Q2
No way to extrapolate one store's activity to the entire store system operating metrics.......
can not be meaningful to arrive at an accurate picture on how the entire TJX performed
in Q2. Inventory controls and aggregate avg check are never found just at one location.
There was the AA earnings beat, based upon engineered products revenues, rather than its
smelting operations ......today CSTM is the beneficiary of the good AA news as the stock
price is higher by 2.5 %
So the real question appears to be who has positioned themselves the best for future
engineered aluminum components revenues up-cycle for auto & aero ? KALU, AA or CSTM
What were you waiting on...? HSH has been trading over $ 62 since June 9st
Did you hang around HSH for the extra 50 cents, after you have made $ 25.00 in mid May....?
Alcoa is making inroads on end user markets, away from its pure upstream businesses.
If AA posts stronger than expected result tonight, that should be good news for CSTM
I think the market will provide SDRL with a $ 34 handle this summer ..... that's where I plan to add to
my existing SDRL position.
Right now, with its own schedule of new-builds being delivered I think SDRL is not
thinking of buying a small UDW specialist driller.
SDRL needs now to contract its own current new-build rigs. Things are tightening
in the off-shore market & SDRL will need to word hard to contract its existing rigs
over the next 18 months.
SDRL needs contracts, not additional rigs..!
IMO, SDRL has no interest in adding HERO rigs to its business. All it would bring to SDRL would be
older rigs and additional stacked assets. Bad deal for SDRL.
See over ......
Please explain to me why you say ROST is different than TJX
From a investment analysis standpoint, I think they are pretty close
forward P/E 31.6 14.3
trailing P/E 101 17
profit margins 0.54 % 8.16 %
operating margins 0.63 % 13.0 %
EPS $ 0.23 $ 3.96
5 year PEG 3.30 1.39
Looks to me that CTRN is less profitable and overpriced as compared to ROST or TJX
maybe the reason there is not much buzz .........
This scheme will work until there is increased growth in global defense systems acquisitions......
......by then top line will markedly improve and dividends and employee benefits will not be
under the current pressure.....
In the meantime its better to be a shareholder than an employee at LMT beholden to its HR
dept........employees should explore other opportunities that provide better "total benefits plus
comp" if they so desire.
No, most employees want someone to do their work for them. But that is
crazy thinking because, as we have all noted in the recent past years, several
government institutions are finding their over-generous retirement and health
packages can not be funded....and then these benefits get cut when these
employees are older, thus putting their standard of living at risk in their
.......don't ever expect anyone to insure your standard of living....except yourself.