Always amused by those who "post huge profits" after the market has moved...........
I would love to see your trade confirms......but that's impossible, so its your word
for all others to discount. What's the point ?
Please explain to me how/why the Hedge Funds held large short positions
prior to the merger announcement...?
I think SYY long investors sold to realize the opening 25 % stock move.
Your trades are not verifiable......why advertise them here ?
Your post would have carried more credibility if you would have
posted prior to your move & indicated your general plan for SYY.
Everyone is a great trader on this board, after the fact !
By the way........you made THOUSANDS of what ?
Maybe a lot of new debt taken over by a firm operating in a narrow margin business....??
SYY will still have to buyout the private equity guys in the next few years. I think they
will own about 11 % of SYY, post merger. This is more $$$ that SYY will have to
lay out in the future......from FCF, if interest rate move higher in the next several quarters
Strong execution on the integration of the merger is the important variable that will determine
if this transaction is a good deal for existing SYY shareholders. Clearly too early to tell today.
Long SYY since 2009
I doubt that SYY has bought all of its major competition.......food service distribution
is a nationally fragmented business.
I have zero regarding a DOJ inquest regarding today SYY merger.
Was that the big LMT stock collapse that the shorts are waiting for....???
Looks like LMT is recovering.
LMT shareholders will make more profits in the LMT dividend alone...... than all of
the shorts "profits" from their trading schemes for he entire year of 2013.......
If Aerospace had pensions like police & Fireman.............LMT would be bankrupt.
LMT union folks should remember that their pensions are a part of the "Wall Street" conspiracy you
Thank goodness that LMT executives are not elected politicians ...!!!
Certainly more than enough other foreign military weapons systems customers available for LMT
to market their systems to in the quarters/years to come.
Think Turkey, Japan, N Korea, Israel, S Arabia to name just a few.........much larger budgets than
Afghanistan or a future US afghan military budget. Afghanistan was never in the picture as an F-35 buyer.
What LMT investor cares what Karzai is doing........??
BGS stock price is holding up pretty well as we wait for the next data set on revenues from Wenner.
Therefore the market continues to hold up well & so does the price of BGS.
I would argue that PACD is effected by long term GLOBAL crude demand forecasted by the NOC & mutli-national energy firms......not land shale E&P
in North America.
If the major NOC or multi-nationals do not invest and develop their off-shore
E&P projects......that is high-risk for them.
As we get farther away from the past CC & results, PACD appears to trade closer with
crude oil futures & less on its own fundamentals.......such as the last several trading sessions.
In the coming weeks, when news is released or the CC/results go public, PACD will again trade on
its own & de-couple from crude. When there is zero news from PACD, traders will trade PACD
on crude prices.
December 9 2013
With the relatively strong US economic news.......the Fed "Taper" looks to be an event for
the first part of 2014, IMO
The Taper will be bullish for the US dollar..........ECB and BOJ will NOT tighten before
the Taper operation here in the USA
Even if the Japan and EU & German govt bond markets hold their relative value compared
to the Treasury bonds...how do BEGBX investors benefit during this period as the US dollar,
not foreign govt bonds, "call the shots" for BEGBX in 2014..??
I think now is the time to get out of a pure non-USA govt bond fund like BEGBX before the
US Fed acts........I should take the BEGBX proceeds and buy TMV. Not sure if I have the
"guts" for that move, though.
Schaub & Meade have officially been in charge of MERDX for 90 days......the shortest time-frame to
compare fund performance.
So far, their old Janus Triton Fund, since September 5th, has outperformed MERDX by about 38 %.....
Granted, Schaub & Meade had to retool MERDX, but they still were beaten by the new Janus Triton
management team, almost quite handily.
This analysis does not take into account the massive distribution made by MERDX during this time.
I consider that event a neutral performance episode for MERDX.
Now that S&M have their MERDX in place........it will be interesting to see if they can outperform
Janus Triton going forward.
The brand new Meridian Small Cap Growth Fund launches next Monday December 16th.......it is
expected to be the clone of Janus Venture Fund. Another chance to compare if S&M can beat
their old firm.
Both Meridian fund run by S&M have higher expense ratios than their Janus counterparts. This
could add to the difficulty in overcoming the Janus funds returns.
LMT mgmt makes payroll decisions based upon current and future business conditions.
LMT is a firm that operates to generate a profit and produce military and tech systems
for its customers.
Employees must understand the competitive and changing nature of LMT's business.
LMT mgmt , shareholders, suppliers and employees must be prepared for the risk of future
change. The $ 141 + you mention is not guaranteed in any way......
2013 was a good year for all connected with LMT. All should be thankful for the success.
Zero guarantee it will occur again in 2014, though. LMT is NOT a welfare state.
Janus Capital states that the estimated 2013 distribution for the "T" shares of Janus Venture Fund.
Should be approximately $ 9.46. It will be payable in the middle of December.
SDRL fundamentals are good. Revenues are up. Rigs are coming
on line on schedule.
Who really cares what one analyst thinks .....? Its only his opinion.
I like SDRL even if it had only a quarter of its current payout. The
share price for SDRL in 2015 will be much higher than we see today.
One SocGen voice does not change the business plan of SDRL.
LMT at $ 350....?? No way.
At least not in the next 5 years.
Have you calculated a P/E or a P/sales metric at your crazy $ 350 price...?
It would be wildly higher than BA or NOC at a $ 350.....even given 2014 EPS.
It you are going to pump the stock you should at least have a reasonable bull story for
your price proclamation......
I am long LMT but realistic of any 2014 stock price increase from its current $ 144
price level. 2013 has been a very good year for LMT and its shareholders...!
I would not get greedy with LMT at these levels.
If we continue to see weak crude futures action, maybe
PACD will allow another good value price level for additional