1) Russia does not have the resources to win or even fight
a full EU war. Japan lost. badly.
2) Europe has seen 50 years of how Russian dominated
countries end up, not well. Either economically or socially.
Unless Germany joined Russia
3) I don't think the strongest economic nation with the largest
military is facing exhaustion. Maybe the US has told the
MidEast countries they need to fight their own regional wars,
with the help of US high tech conventional military assets..?
Their soldiers & US long range guided missile systems
launched from US aircraft carriers.
4) I doubt the entire MidEast could defeat Israel, if the US
allowed Israel to fight all out. The MidEast military is not
better compared to Israel, since 1967.
5) Maybe it ends up in 25 years "Shia vs Sunnis" dividing
up the Middle East.? USA would side with Sunnis
unless Saudi Kings did something "goofy" like attack Israel.
Thank you for your reply.
I hold NADL still
Who made you the NADL board cop….?
I patiently await one facts based message from your that indicates
your premise for your current NADL opinion……
….after all, its an investing message board
Of course you have only made profitable investments in your life…!
I am here not to put up with "macho" BS from whoever you are,
but it seems I spend more & more of my time dealing with your
crazy & baseless rants….. I wish one time posters like you would
try to put together one single post based upon the available facts
known to investors…!
Will thoroughly grilling the chicken until fully cooked, remove any risk of a viral contamination…?
If it does, LOCO mgmt needs to come out and say this ASAP.
IMO its not that easily defined ……..
Yes, Royalty revenues were UP 28 %, YOY to $ 184.7 million in Q1
(I consider these revenues past ARMH tech innovation wins)
However, processor Licensing revenues was down 2 %
(This I consider the ARMH current design innovation wins)
I like to see licensing more robust than royalty, if possible.
32 cents Q1 EPS on total Q1 revenues of $ 341 million
While nice data, the market seems to be focusing on the CFO statement
that full year 2015 revenues "will meet" estimates.
Still zero signs of a competitor to ARMH talents in low energy chip design.
$ 60 only if licensing picks up…..?
Any comments are welcome, if I have missed important points.
actual data from this AM…..
EPS $ 2.74 down 6 %…..estimates was for $ 2.48
Revenues $ 10.11 Billion down 5 % ……estimates was $ 10.2 billion
Full year EPS from mgmt now is $ 10.85 - $ 11.15
was at $ 10.80 - $ 11.10
consensus full year EPS now at $ 11.14
Few C-110s and F-15s delivered but more F-35 being sent out.
Looks OK for me, may not get back to $ 200 this week but these data
allow for further stock price strength in the months to come.
More EPS will be coming later this year.
Your name calling proves nothing…..hope it helps you feel better about yourself.
Of course shorts profit, but less than you give them credit for.
NADL does not trade exclusively with Brent as your initial post would imply.
Take a breath and try posting a balanced message without all of the venom……
No real benefit to anyone to type "I'm a tough guy" posts……!
You're just one voice amount many.
thanks for your input…….
Does Putin possess the resources to carry out a pan-European campaign to
beat & control Europe….? Alternatively, will Germany, Poland, Italy, France,
the Nordics and maybe Turkey allow Russia to control their continent…?
Is not the emerging US, Egypt, Israel, Jordan & Saudi military combine in the
MidEast, which now appears more willing to fight, pose as a larger threat to
enterprising sects or rogue dictators(Putin) than in years…back as far as when
the UK controlled the MidEast in the late 19th century…?
I think ARMH books revenues about 3 months after they are made ……. so tomorrow should be
about the same as what other chip firms did in Q4 2014
I think Q2 2015 will be more positive, but Q1 2015 should be a beat on EPS and maybe a slight
miss on revenues
At any rate the stock price should do OK unless there is a big miss
If you got into LOCO at $ 21 and you are a long term believer…..why didn't you at least
wait until the Q1 2015 results are published…..?
There has been zero reasons to sell in April…..zero news to justify the price up or down,
other than normal "back n filling" after Q4 2014 results & the market's overall up bias....
Lots of news about RTN buying cyber firms…..
But for Q1 2015 results, watch for these weapon systems leading the way for RTN to beat
the consensus earnings…..!
RTN beats and the stock will trend higher in reaction to RTN strong execution.
LMT beats its numbers tomorrow.
They always do. This currency war is not their first rodeo.
As a long time long investor in LMT I will not see a near term entry price
for LMT in 2015. The stock will "ebb n flow," but the trend is higher until
a big negative surprise hits LMT. That's not going to happen in the current
Unless an investor's avg cost for LMT is approx $ 195, there is nothing
to worry about holding this stock. Let's all enjoy the dividend as we await
the next LMT updraft
The US DOD "ain't gonna turn its back on LMT"…not with China & Russia
acting like "macho men"
Shareholders of record on May 11, 2015 will get 2 shares for every share of PPG they
owning early June.
A % of the Yahoo message board crowd goes nuts over these type of announcements
but I think it is a non-issue other than its easier for "Weak Hands" to get into this
stock, which could make the price more volatile in the second half of 2015 ……as these
same weak investors get worried at PPG's first sign or price weakness.
Its the smart investor sect leaving NADL for all of the
obvious reasons that tells everyone why NADL is down
over 80 %
If the sanctions and the Brent price drop were not issues……
then the shorts or other "demons" of the terrible stock market
would not have a chance to stand in the way of this stock.
Whatever happened to just saying "I was wrong" …..?
That has happened many times in my investing career….!
85 % of everyone here blames someone else when
they are wrong...! Egos more important than profits.
I think NADL will survive........
but I don't know in what configuration.
This stock will not do anything until 2017.....
So I agree with you its spec $$ to be bought on down
drafts for many quarters until Putin decides he needs
the Kara Sea capital more than he needs to be
Who is next in line in Russia if Putin is out of the picture...?
Thanks for your posts today...have a nice weekend.
JM20 & L528 (wife's address) by accident