IMO, shoot. Pull the trigger. TNK and its sector are ripe. I am no industry expert like some of the others posting on this board, but I have seen and know enough to consider TNK as a long position in my portfolio. It is rather volatile but I am good with that and treat TNK as a speculative holding at just south of 3% my stock holdings. I like it alot and it has a heck of a lot of room to run.
Pull the trigger even after today's strong run up. Once TNK gets analyst recognition, PPS will run nicely.
hey airlease. We both gotta be patient and cool. Altho I've a smaller FLY position, I am remaining long. FLY has a lot of run potential and, I believe, more upside opportunity than downside. Altho I am unhappy with latest company moves, or non-moves, CEO is smarter and better informed than I. I am betting on their play.
This is a good financial investment sector where FLY is a small but still significant player. Altho I have learned long ago to never invest on the premise of a buyout or acquisition, FLY is ripe for one. Also, their metrics indicate that this is actually a buying opportunity. My greatest downfall is my itchy trigger finger. Can't tell you enuff about all the short profit taking I've done only to see the investment continue to rocket. I think FLY is one of those.
Besides my posting about PLOW, I also posted on this board about Generac GNRC. They are popping today at +2.16/share. Altho they don't distribute regular dividends, they have yielded an avg of (2) special dividends per year at approx $5/share. Really, just for kicks do a little DD on these guys. Like PLOW, they went public only a couple years ago. GREAT sector, market leader, and a good small cap stock. Both PLOW and GNRC are beginning to pop. Also, both are takeover targets from people like Oshkosh truck or even Kohler or Briggs and Stratton. While both consider themselves growth stocks, their annual yields make them income stocks as well. Like I consider FLY to be.
If you wanna believe any of my bull roar, I've another for you and Main. TNK. Unfortunately for anyone looking to buy them, they are up 6.33% today. They've a long way to go before topping out tho. A long way.
Hang in there bud.
emanyme, there are a couple posters on this site that are "people" and they can't learn anything either. I would name names but they get mad at me.
History is just that. BP has created additional safe guards as all companies try to do after an incident. If incident doesn't work for some "people" then accident should. It was an accidental incident in a dangerous industry. An industry that real people not only rely on, they require.
Don't you just hate arm chair quarterbacks.
no you didn't. you sent no communication nor do you have my name. you are just a cur who plays club soccer. an internet warrior and a cowardly, big mouth wimp. well suited for the grizzly.
Altho the dividend increase was nice, it should have been more. PLOW has increased their dividend 3 (?) times since going public. Could have done more but they chose to retire debt from aquisition. Guess that will help the financials and debt structure and then help margins but nonetheless, a shame not to at least get a special dividend. That came up during the conference call and CEO left it as a possibility. Maybe after next quarter. Earnings should be stellar then as well.
PLOW is a definate buy and volume is way up. I noticed during the CC that most queries came from institutions. Have been eargerly waiting for institutional buying and more analyst exposure. Looks like that is happening now. Will drive volume and PPS.
Still a great time to buy but I have 20.4% of stock portfolio in PLOW and that exceeds my self imposed cap of 12%. Will have to trim back 8% after the dust settles (May earnings report).
Lastly, what is really encouraging is not only did the acquistion pay off by exceeding sales and profitability expecations, dealer inventories are very low. They have to replenish. Just love this position and so will the market.
Sentiment: Strong Buy
YEAH. Am loving it. sold 50% AAPL and 33% FLY and increased PLOW holding 2 weeks ago. Paid off ROYALLY. Blew out the naysayer analysts. Did see Jim Cramer from TheStreet upgrade PLOW about 4 hours prior to earnings release. Don't like him but am giving him his due on this one.
Expect next Q to be huge too. Am going to ride PLOW and reap the dividends and avoid short term capital gains taxes.
A good holding and I will make PLOW a core investment for me.
Well, check PLOW out today. I love beating analysts. Can't help but crow on this one. Broke my diversification rule when I loaded up on that position last week. Stocks are a risky business and often times an out an out gamble. Nonetheless, an educated gamble without having the odds stacked against you, equates to nice payouts. The old risk vs. reward equation.
Going to buy a nice bottle of wine tonite.
Oh, I still hold FLY but as of 2 weeks ago, a much smaller position. Not complaining. FLY is also up since I trimmed.
P/E is horrible. No doubt. Was a speculative move based on personal info (not insider). Looks like the play turned out well and PLOW shooting up. I have gotten, and given, good info and leads on these message boards. Sometimes, when someone makes a claim and states how he came about that claim, it can be good. As much as I should do some profit taking (altho I hate short term capital gains taxes), I am letting it ride as the next quarter will also beat prior year. Great yield. Am anticipating analysts will adjust.
I must say, 4 hours prior to news coming out, TheStreet upped their rating from Hold to Buy. Jim Cramer....
Stevey boy. You need to look for me. That is something you can count on. That's my name? lol. ok. Call me Danny boy then.
You are mine now.
Yikes. That's a beating. I may be in for one myself come Monday. Need PLOW CC and earnings to beat analysts big time. Got a lot on it and pre announcement selling not fortifying my confidence. Don't think I will take the beating dsc took tho. TNK will soften any blow I do take. Been good for me at 17% capital gains. Yield not shabby either.
I posted the PLOW message. I had trimmed 33% of FLY and 50% of AAPL. PLOW earnings report next monday the 10th. I am banking on them easily beating analyst expecations. Only marginally happy I didn't liquidate FLY as Earnings report left me luke warm and I am simply going to hold the balance. We will see what Monday CC brings for PLOW. I am obviously betting on PLOW to outperform FLY PPS. Trading ahead of Monday's CC not making me feel too confident but, I am holding.
I broke 2 of my investment rules on that PLOW purchase. Exceeded my 12% holding and bought into a postion with an incredibly high P/E. Going on what I literally know vs. what the metrics and analysts predict.
We shall see.