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PerkinElmer Inc. Message Board

nadsmis 200 posts  |  Last Activity: 19 hours ago Member since: Jun 23, 2009
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  • Reply to

    When and what do I pull the trigger on

    by airlease2000 Oct 2, 2014 9:01 AM
    nadsmis nadsmis Oct 8, 2014 1:21 PM Flag

    great. good to focus on land right now - esp a new residence. i meet with my home builder Saturday. however, i have decided to push back build until June 2015. will spend the interim time finishing off a 4th bedroom and 3rd bath to my primary residence and finish prepping for putting it on the market in April 2015. timing appears to work as i will finance new home with proceeds from market. not a good time to sell in market now - that certainly includes FLY. will reap the dividends and wait for the socio-economic issues to subside, primarily the Ebola scare which is crushing the airline industry and related sectors.

    my new home is on a lake in upstate NY where i have owned 3 lake parcels for 16 years. one a privacy parcel, one has a remodeled "guest cottage" and the 3rd now ready for build after teardown of an old 1930's cottage. completed that last week.

    not counting on FLY to be the catalyst for build but it would certainly remove some of the fear factor. same goes towards my retirement.

    have fun at the closing and have your lawyer in tow.

    Sentiment: Strong Buy

  • whether it is Main St or the BDC sector in general, MAIN yield is not covering capital gains losses to share price. Main has underperformed the DJI consistently for 6 months and the last month's performance lags the DJI avg by an even larger margin.

    am beginning to sour on this position and seeing no catalyst to turn that underperforming trend around. it is a continuous bleeder.

    beginning to think that Magdol's selloff of 100,000 shares was the proper move to make. who should know better than Magdol? after all, he is Sr. Managing Director and Chief Investment Officer for Main. prior to Main, Magdol came from the investment banking group at Lazard Freres & Co. Prior to Lazard, he managed a portfolio of private equity investments for the McMullen Group, a private investment firm. i think he knows...

    IMO, Hold - at best

    Sentiment: Hold

  • dealers have their plow products out and on display. 2 weeks ago it was the Beef-A-Ramma annual weekend in Minocqua. There was a snowplow dealer with a beautiful display of Boss plows out in downtown Minocqua. outside of Minocqua was a Western dealer with a small 4 plow display. Minocqua is in the heart of the snow belt and a lot of plows are purchased from those 2 competitors and the Boss looked like they were the dealer to go to for a pickup plow. Not the Western dealer. i also see many more Boss plows on the road and talking to snowplow contractors, the Boss is the way to go - not Western. based on what i see and hear, i have trouble believing PLOW enjoys majority market share. I have heard commercials on WTMJ during a Packer game for Douglas Dynamics but think they are merely attempting to gain back market share which doesn't appear to be working.

    a snowy winter is not enough of a catalyst for PLOW to continue to grow. rather, PLOW needs to have a better marketing campaign and needs to introduce a new snowplow product with a catchy name. Blizzard just doesn't stand up to the Boss trademark name. that means something to the plow people. The Western trademark is also uninspiring.

    my Long-Term Sentiment is no longer a Strong Buy but rather a Buy - at best. actually more like Hold.

    Baird analysts focused on predictability of snowfall for PLOW risk. i think it is more about the competition.

    share price trend is down and way underperforming a sinking market other than an odd, inexplicable, one day buying spree after the Baird downgrade. am beginning to think Baird's assessment was accurate and that PLOW is topped off.

    not good.

    Sentiment: Hold

  • the prime directive for a CEO and BOD is to build shareholder wealth or owner's equity (unless you are a Chinese Alababa who says that is number 3 after employees and customers). Immelt has demonstrated, with the BOD's approval, that he is not capable of that.

    Instead of growing and turning the appliance business, his answer is to dump it. him and his staff can't come up with corrective actions to improve that multi billion dollar business, with brand name, manufacturing in Louisville, distribution and dealer network intact and functioning - they haven't a clue so they sell it off. what a joke. all that revenue and profits are gone to someone else who DOES know how to get it done.

    in the meantime, share prices continue to slide. Immelt and the fat BOD fail to meet the objective.

    Immelt is not the answer and, until he is gone, expect the downward PPS to continue.

    i am not beginning a selloff here and will eventually close this position completely. nothing on the horizon that appears to provide a turnaround and that is what's needed. that turnaround begins with the removal of Immelt.

    Sentiment: Sell

  • nadsmis nadsmis Oct 7, 2014 7:54 PM Flag


    if i had a victory on this one, it is a hollow victory. i never wish to stand taller on dead bodies.

    am afraid this is more than a simple pullback with CMI. Long Term sentiment has to remain a Sell. just don't see diesel as a comer anymore. propane - yes. also see gasoline prices continue to get cheaper at the pump as oil glut looks to continue with fracking and lower demand in China. cheaper gasoline removes much of the incentive for diesel due to lower ROI on diesel engines. i simply do not expect that to change.

    CMI continues to underperform a weak market. that will continue (IMO)

    i wish all CMI shareholders good fortune but i do not think they will get it here....

    Sentiment: Strong Sell

  • Reply to

    Conf call....

    by y0y0_99 Jul 31, 2014 10:15 AM
    nadsmis nadsmis Oct 7, 2014 7:35 PM Flag

    and unfortunately, it came to pass.

  • Reply to

    the beat down continues...

    by nadsmis Sep 7, 2014 1:46 PM
    nadsmis nadsmis Oct 7, 2014 7:32 PM Flag

    i guess you got that link? now down $4.20 since your post on 9-9. need another?

    i thought so...

    Sentiment: Strong Sell

  • Reply to

    HL stock holding up well

    by shulman_knows Oct 7, 2014 3:51 PM
    nadsmis nadsmis Oct 7, 2014 7:01 PM Flag

    -7.78% PPS drop at market close is not "hoding up quite well". it is a beating.

    not unexpected either.

    HL down 59.9% since i closed position at 5.91 PPS. not for a second do i consider this one a buying opportunity.

    ugh as in ugly

    Sentiment: Strong Sell

  • Reply to

    When and what do I pull the trigger on

    by airlease2000 Oct 2, 2014 9:01 AM
    nadsmis nadsmis Oct 7, 2014 6:55 PM Flag


    ah, tough day today. Ebola fears + IMF = buying opportunity. i applauded your move on 10-2 but my buying was timid. not now. am putting down tomorrow morning regardless of market performance.

    this is the time to move. it is how we make the money.

    Sentiment: Strong Buy

  • Reply to

    Everyday (9/30)

    by beefstu57 Sep 30, 2014 4:06 PM
    nadsmis nadsmis Oct 7, 2014 6:46 PM Flag

    lol. i got knocked around again today but at least not as bad as the markets. one hedge on this black day was SIX. DJI down 1.6% and Nasdaq down 1.56%. SIX down 1.05% and dividend is in place with nice yield. gotta remember that as it helps us to remain patient. always nice to hold income stocks while markets bomb.

    don't despair and hold your position. i am going to the bank tomorrow to draw more cash, couple it with accrued Ameritrade dividend and put more in. may lose additional money in short term but anticipate a payoff.

    this is the risk we take to realize the reward we get. 'tis the nature of the game.

    SIX Long Term Sentiment = Strong Buy

    Sentiment: Strong Buy

  • Reply to


    by michaelmcmx Oct 7, 2014 6:26 PM
    nadsmis nadsmis Oct 7, 2014 6:32 PM Flag

    true that

    Sentiment: Strong Buy

  • Reply to

    Soon to be under 14.

    by stock_whiz Oct 7, 2014 3:58 PM
    nadsmis nadsmis Oct 7, 2014 6:30 PM Flag


    if you've invested in F, or in GM, or in thousands of other public companies, you got hurt today. i did. i have been bleeding fairly profusely for a month now. i kept buying at market kept dropping and i continued to drop. i am nearly all in. 'tis the nature of the game. it is the risk we run. i'm not into futures nor do i short stocks. i bet on the economy to continue to improve - particularly in the U.S.

    the idea is to to either buy in or, at worst, to hold. not to panic, not to despair.

    stock_whiz, like many others these past few weeks, will vent and should be allowed to. it is understandable. don't fire back at him. IMO you are spot on. personally i doubled my investment in F after the bad news on them not meeting expectations. the recalls add to company's woes but i believe we have a new CEO who will level with us. myself, i am considering dipping into my home equity line of credit and pumping more into the swooning markets. F will be one i buy.

    keep on keeping on. ride it out. definately not time to sell. F will recover nicely. if i wasn't confident, i would sell. i'm holding (at worst).

    Notice how Yahoo Finance board allows for sentiment disclosure? it is "Long-Term Sentiment". mine is Strong Buy.

    Sentiment: Strong Buy

  • Reply to

    Everyday (9/30)

    by beefstu57 Sep 30, 2014 4:06 PM
    nadsmis nadsmis Oct 6, 2014 1:11 PM Flag


    come on. if you don't have the tummy for the down days, and the up days fail to refill your bucket, you just gotta cash in your chips and walk away. personnally i am up 1.00% plus vested towards dividend. however, i am down $22k in market over the last month and am very unhappy about it as i am underperforming market during that time despite making a multitude of moves. still in all, i am confident that that will turn around. if i wasn't, i would cash in my chips.

    buckle up.

    Sentiment: Buy

  • nadsmis nadsmis Oct 6, 2014 12:56 PM Flag

    altho i didn't get hit here, i've taken my beatings too. hard to remain philosophical during a whupping tho. just kick the dog and get a script.

    good luck to you going forward.

  • Reply to

    this board

    by olejos Oct 4, 2014 3:48 AM
    nadsmis nadsmis Oct 6, 2014 12:35 PM Flag

    you're a hater

  • Reply to

    new position here

    by stockpickinmoron Oct 3, 2014 2:59 PM
    nadsmis nadsmis Oct 6, 2014 12:34 PM Flag

    your login name is appropriate but i've a better one for you. how about stockpickhater? you are a hater.

    HL is a loser. has been for recent years with no sign of letup. management always bemoaning mine issues. always complaining about gold prices affecting PPS performance. how about their performance? had i held i'd have lost 58%. i LOVE it. lol

    incidently, gold prices DO affect HL PPS. good grief.

    Sentiment: Strong Sell

  • Reply to

    Everyday (9/30)

    by beefstu57 Sep 30, 2014 4:06 PM
    nadsmis nadsmis Oct 3, 2014 6:17 PM Flag

    and... outperformed a strong market today. +2.69% is great.


  • Reply to

    enough. i'm out

    by nadsmis Oct 1, 2013 10:43 AM
    nadsmis nadsmis Oct 3, 2014 5:44 PM Flag

    been over a year since i liquidated PROV position and i see it is now down 12.29% since i sold at 16.56 PPS. have to say, this company is a POS. with DJI up over 200 points today i would have thought PROV would have gone somewhat but instead see a -1.16% drop. wow.

    be aware that with such a small float you need to sell off slow as share price drops continuously as your shares seek a buyer. not good...

    Sentiment: Strong Sell

  • Reply to

    new position here

    by stockpickinmoron Oct 3, 2014 2:59 PM
    nadsmis nadsmis Oct 3, 2014 5:34 PM Flag

    oh boy... or do i mean bouy. i liquidated my HL holdings at 5.91 after turning a modest profit. glad i did since it 55.58% of PPS since that time. whew. i tired of their endless, over optimistic banter at earnings calls when earnings continued to flounder - then tanked. poor management. as gold continues to drop, so will earnings. interest rates continue to remain low and that affects price of gold (which has also dived) and that affects HL PPS. good luck but keep this on your radar.

    anyone who mimics Cramer by quoting Booyaah is... don't wanna say it.

    Sentiment: Strong Sell

  • Reply to

    short cryin today

    by chrisf21 Sep 9, 2014 12:56 PM
    nadsmis nadsmis Oct 3, 2014 5:19 PM Flag

    trading late yesterday, and esp today, proved me wrong. nonetheless i gotta play by my rules. sometimes they don't work out.

    this sure is a volatile stock.

43.99+0.87(+2.02%)11:51 AMEST

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