Reasonable premise, Bell
If BEAV beats by a wide margin I think it would indicate, that despite all the boardroom action
over the last 90 days, the business is still making money.
Investors will still own both businesses, post split, so I think a strong EPS number should
earn added stock price value.
If BEAV was selling one of the businesses, then I would be less interested in BEAV pre-split.
As the deal stands now, the BEAV shareholders will own all strongly performing parts of the
enterprise, so any strong results can contribute to the BEAV stock valuation.
You propose a non-event
Institutionals run the show at LMT.........they care little for the stock price, only the price growth rate.
LMT stock made it this high without the retail investor, why do you think there is not enough capital
outstanding to continue to support higher prices based upon better LMT financial performance...???
increase the LMT quarterly dividend ? OK
split the stock for no real reason.......who cares
4:05 PM EDT Tues
Wow WIN popped in the last 30 minutes of regular trading today
to end at $ 10.38 ........wild ride for the shorts and us longs.
This thing keeps falling up .........isn't it beautiful
I will take it !!
Looking at the time your your post could indicate you might have defined a near term bottom.
a 4.72 % annualized dividend yield might have attracted value income investors ..........
I don't think $ 15 is a realistic target for NADL by Jan 1, 2015 .......
That would be a 50 % pop in the stock price in 5 months, especially
after the recent stock price surge when the Russian deal was announced
in early June.
I like NADL & think it goes higher over time, but 50 % from its current
high levels, after its recent surge, is too much appreciation in my opinion
Maybe $ 12 by the end of the year .............
HXL mgmt was asked several times about its cap ex spending for the rest of 2014 & 2015 .....
several times hXL refused to comment on future cap ex........what gives ?
Kinda crazy to hear this type of "cat n mouse" on a CC.
Why didn't HXL mgmt give its best estimate for an important metric to its financial performance ?
Seemed odd to me.
Sorry you are so jaded by your prior work experience.
Look for foreign countries to buy a larger portion of
NOC, RTN & LMT systems in the future. Good for
those countries, good for LMT and good for the US
Eastern European, middle eastern and SE Asian
countries will procure additional % of global defense
systems in the decades to come. Plenty of willing
demand will be available for LMT products.
I agree with your request to keep this board.......a LMT investor board...!!
LMT deliver a beat on its EPS and said it looks for additional EPS growth
for the rest of the year.....this news should support the $ 175 price
If the F-35 program gets some good news in the next few months
could LMT be at $ 200 by January 1st...???? I think so.
NADL now trading $ 10.30 .............3 % above yesterday's near term "double bottom" ...?????
I should have been more aggressive to buy NADL at $ 10.00, but rather had limit at $ 9.94
With Putin cooperating with the West to move victims and deliver the Black Boxes, it looks
like maybe Merkel will be able to prevent any serious sanctions on the Kara Sea drilling
vendors like NADL. This stock goes back to $11 soon ...?
What do other here think ? Thanks
Thanks for the clarification .......
Hard for me to be able to estimate when ,where and for how much the next
PACD drilling contract .......and that event must occur in 2014...!
As for 5 years from now............wow, really hard/impossible to say now.
If things go right for the off-shore energy industry, then I would think Beckett
consistently keeps his fleet of ships working for "top dollar" which would allow
PACD to pay out a very strong dividend.
I also feel that if things go well, PACD will order 4 additional (8th generation ?)
drill-ships and operate 12 "best of class" rigs, thus substantially increasing the
stock price while generating vast amounts of free cash flow. Basically SDRL
without the heavy debt risk...?
.......however, if the industry faces rig over-supply or off-shore drilling is cut
back, then all the above expectations could be for naught.....!
These thoughts are just my opinions.......
LMT reported $ 2.76 EPS .........consensus estimate was $ 2.66
LMT also states it expect higher earning to come in 2014 .....!!
Good news for shareholders........this should pave the way for the
stock price to rise above $ 170
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