So how much of the Gild 100 Jan 17 calls did you buy at $19.00 or did you go straight to the 140's at $6. Just curious how much you believe this. I think there is a chance, but macro economics prevent me from being as assured as you are pmezzz.
Still down today, but is making an afternoon comeback. Read the conference call notes. Hmm, seems like status quo. Was a report that BA is being hit for quarterly FCF results. Hmmm, mgmt said not to look at qtr to qtr - can vary immensely...but look yr to yr. Still says they will have $9B. So this lill knockdown does not seem to carry weight if you believe mgmt. I dont know if I would say there is a lot of upside in the numbers this year, but I dont really see much downside, if any at all from their business. Macro-economics may impact the stock price, but likely not the company. Their backlog is immense! Expect to see positives through the rest of the year. Did hint that some of the defense contracts that would tail off at the end of the decade may have a bit more legs to them, but macro wise will tail off...just maybe not as early. Nice positive there. Overall I would say this is a hold and if there was weakness to drop this near $140 I would jump in. Otherwise just hold.
I got out at 71.50. Thought it was getting ahead of itself. Made 37% in a few months. Low to mid 60's is fair. Is less than 10% off its highs. Is the leader in the grocery world. I think a few more $'s down and you have to seriously consider adding to the portfolio.
ummm, is not the rumor. It is the shares being purchased. Very heavy volume. Already half past an average day.
Got out with my 14% gain prior to earnings at 27.24. Got back in same shares at 27.05. Only had a few months prior so was not nearing LT gains. Plan is to hold. I believe mgmt is making a leaner more profitable company and there will be a benefit...? is how long, 1 yr to 3 yr most likely. Will take the divi vs having it in the bank till then. GLTA
maybe the same, but after investing in stocks for some time I have found out that once you find a pattern the pattern seems to break. If you want protection come earnings, buy some puts. I just think this time the analyst expectations were muted somewhat due to the last call which talked about discounts. I think earnings will be very very good and expect a rise. But I have been wrong before and will be again. Regardless, this is a very good company with a good pipeline and I am good to go with my 950 shrs. Wish I had more.
I think the long term trend for GE is up. I did not get in until Jan in the 23's. So the pop the other day related to the planned divestitures was surely nice and not expected. It has traded down just a tad since then. So I locked in my profits at over 14% for 3 months today prior to earnings. Just decided to be prudent and take the profits. See what happens tomorrow and analyze again. I am sure I will be back. Even good if the stock rises tomorrow. More interested in what the longer term expectations are and what mgmt is saying. Until that is cleared up a bit more, hopefully tomorrow, I will take my profits and wait for another chance to join the fun.
cant find symbol to trade warrants on TD Ameritrade. I found it about a year ago, but not having luck this time . Anyone know what it is?
Have tried AIG+, AIG-WT, AIG-WTS, AIG.WT, AIG.WTS
About to get some cash to increase buybacks by selling stock of the airline leasing. Rates going up...hmmm they should have a year ago, probably 2-3 yrs ago. I dont have a lot of faith that they will be raised significantly, but am for it personally. I have no debt and 40% cash. Right now, I think it is moving up due to its value proposition, the company changes being performed by the new leader, and cash windfall to be realized soon. I think it has been held back for too long and AIG continues to perform and investors are saying "Why Not - there is great value". This is a new AIG and needs to be fairly rewarded for such. Not saying it will be as I have watched it move quickly as well as languish in stagnation. Note: If you did get in on Jan 30th this year you are up over 17%. So this is a stock that should continue to see upward movement over the long haul, but will still provide opportunities to get in or increase position. Just dont sell during one of the down periods. It will be back!
You have to have a loss to claim. But the claim is to be substantive is about company negligence or along those lines. Saying there was a material weakness in reporting gets you in the ballpark for these money chasers. A bit frivolous in this case. AKRX has been buying companies and it is expected that there may be some consolidating issues when they have disparate systems etc. Should not be a biggie, but these money chasers are not here to help me or you, but to help themselves.
Yahoo had 21% EPS growth vs '15. Mgmt reaffirmed '15 and seems to beat, so the the high range is in play which makes the 2016 range feasible of avg 2.36 to high of 2.66. Using growth rate of 21 multiple at the avg and 25 at the high I show a valuation range of 49.50 to 66.50. So if it does pop and get some momentum then 66 is attainable but needs to execute flawlessly to get there. Current price shows to be fairly valued. Interesting to see what this qtr does.
So I dont think there is much risk here, or at least it is limited with some potential for excellent returns.
Mgmt reiterated performance expectations during the notification of delay in reporting. This sets up as a fairly certain expectation. Question is, were they being conservative at all and can we take a new 52wk high upon earnings release.
I think with the negativity that surrounded the past really non-event that mgmt will do what it takes to put best foot forward and challenge team to crush the qtr, which only has a few days left. But to also have great achievable guidance going forward.
Love to hear others thoughts. My thought is we do take a new 52wk high upon earnings if no concerns/delays provided.
I think you can go with the refineries now. They work more on the spread. Revenues may drop, but margin $ and rate probably going up.