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Pepco Holdings, Inc. Message Board

nadsmis 167 posts  |  Last Activity: 1 hour 11 minutes ago Member since: Jun 23, 2009
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  • Reply to

    2% drops a day,

    by osulindrool Sep 25, 2014 11:10 AM
    nadsmis nadsmis 1 hour 11 minutes ago Flag

    i keep telling you that it isn't that i'm small it is simply your mouth is so big. lol

  • Reply to

    So, when would be the time to buy?

    by edsha28 2 hours 34 minutes ago
    nadsmis nadsmis 1 hour 35 minutes ago Flag

    well i got my feet wet at 13.01 so am down 5.76% very quickly.

    we all know that it is foolhardy to try to time the market. IMO, geopolitical issues are having an adverse affect on the industry. the beating is not company specific. Boeing is having a fire sale of 700 series planes (good time to buy). aviation fuel is cheap and getting cheaper and demand for flying remains high. that will help earnings while there remains a consistent demand for leased planes which helps revenue.

    Ebola scare is affecting air travel and ALL airline stocks are tumbling. that spills over into air lease industry. Really, not to worry. when sectors are hit not due to financial metrics, when good public companies are hit despite good earnings, it is a buying opportunity. unfortunately i am all in and light on cash after jumping on market weakness last weak.

    not enjoying this ride but am confident of near term turnaround.

    Sentiment: Strong Buy

  • Reply to

    Everyday (9/30)

    by beefstu57 23 hours ago

    beef, it is time for you to take your marbles and go home. SIX did very well yesterday in a down market. Market getting pounded today and SIX is holding its own while paying good yield of 5.23%.

    you are depressing.

    Sentiment: Buy

  • yah, weather outlook for winter in snow belt is supposed to be a rough one. the midwest has had 12 consecutive months of below average temperatures and looks like that trend should continue.

    a suggestion might be to invest with Douglas Dynamics (PLOW). they have the majority of market share for pickup snow plows and salt spreaders and have a very good yield of 4.5%. i've done rather well there but am topped out there as that position is over my threshold for diversification at 28% my stock portfolio. Just got dividends yesterday and they were up over 2% so they made my day.

    DYOD and i think you will like them. GNRC has dropped 29.3% since i liquidated at 55.55 PPS. with no dividend, no stock buyback program, an SO 18 mos. ago, and increased competition, outlook does not look good and the market views them unfavorably.

    Sentiment: Strong Sell

  • Reply to

    Then Vs Now

    by tthemainman38 Sep 30, 2014 11:46 AM

    Ed,
    you, Mainman, and Strum all raise perceptive, intuitive, and valid issues. an important comment is the underperforming plane leasing sector as a whole. IMO, the whole sector is oversold. i sold off AYR at 18.35 PPS and dodges a nearly 11% capital loss (not incl yield). i had previously liquidated FLY at 14.75% and dodged a 12% capital loss as well.

    however, i opened another position with FLY at 13.01 and am confident that the market will catch up and that there are terrific opportunities to made with both FLY and AYR. the financial metrics look good, the yield and P/E will keep me patient for a bit. of primary concern is the keen competition allowing nobody to get fat and happy.

    FLY competes with GE Commercial Aviation Services Limited (GECAS), ILFC, AerCap B.V., Aircastle Advisor LLC, Air Lease Corp., Aviation Capital Group, Avolon, AWAS, Boeing Capital Corporation, CIT Group Inc., Macquarie Bank Limited, RBS Aviation Capital, Bank of China Aviation, Sky Holdings, Vx Capital Partners and Jackson Square Aviation.

    currently Boeing 700 series are being heavily discounted. hope Barrington makes a long overdue move. will give a good jolt to PPS.

    Sentiment: Buy

  • Did you read the business section? UNBELIEVABLE. Sue worked 5 hour days with a 2 hour lunch and was often intoxicated while on the job. court testimony by 2 former employees (her direct reports) was simply incredible. both were terminated - after the fact.

    Michael Koss, Sue's direct mgr, had suggested to her that she be promoted to CFO which SHE declined. he thought her HONEST for that. simply astounding. illustrates his involvement....

    i know what the business community and shareholders think of him but why on earth would his family continue to allow him to hold CEO position? is the BOD that well compensated that they too would not have resigned or, at least, pushed for termination???

    PPS down 57.7% since i closed position at 4.87

    what a shame. this is another story useful for teaching business students pursuing their MBA's. a good case history.

    wow

    Sentiment: Strong Sell

  • well gentlemen, i gotta bump this post. CMI continues to tank. as there continues to be a glut on gasoline, expect that trend to continue. Fracking will continue to cheapen oil, natural gas and byproducts making a higher investment into diesel engines less attractive due to poor ROI. that is simple math.

    want an option, go invest in oil storage. personally, i went with NSH and have realized a 12% capital gain on top of a yield of 5%. working out nicely. left CMI at 140 PPS and so dodged a 5.7% capital loss.

    the bleeding here will continue for some time - and i am not talking months but mean YEARS. if i played anything short, which i do not, this stock is a perfect candidate. you will bleed even more as shorts climb on board.

    cut your losses. this is a Strong Sell.

    sorry....

    Sentiment: Strong Sell

  • Reply to

    PPS seen falling into $20 range

    by nolic1944 Aug 6, 2014 12:38 PM

    you mean nightmare? lol

  • wow. how long have you used that wishing well. told you and told you that Kohler, Yamaha, Honda, Wicks are eating into market share and now we are coming past any catalyst like a tornado outbreak or hurricane. no dividend = no yield. no stock buyback program. had a secondary offering which diluted stocks ownership.

    this is not a shareholder friendly company and that is why Mr Market has been jilting GNRC. i too realized 2 special dividends and a nice capital gain and liquidated this postion at 55.55 PPS. not only has GNRC dropped an ungodly 27% since then, not paying out any dividend, the overall market has gone up.

    why on earth do you guys still hold? seriously, hasn't enough been enough???

    Sentiment: Strong Sell

  • I found no news but... big buying underway. 4x volume.

    I can find no news...

  • rc5717,

    we had our "discussion" regarding insider selling last spring when Magdol sold off 100,000 shares at between 34 and 34.24 PPS. since that time, he has picked up several hundred more most recently on 5/15 for 228 direct/automatic for 30.2. there has been no insider buying, nor selling since 5/30 (which was Jackson at $30.66 PPS direct buy). ominous? your take?

    incidentally, Vinny Foster holds just shy of 1.5m shares. source = Vickers

    a rough day today...

    were I not so top heavy in MAIN as is, I would be buying

    Sentiment: Buy

  • Reply to

    the beatdown continues unabated

    by nadsmis Sep 22, 2014 12:42 PM
    nadsmis nadsmis Sep 29, 2014 5:44 PM Flag

    hgl, your horizon is extremely small. PLOW closed at 21.09 on Sept 11 prior to Baird downgrade. my cost basis is approx. 17.25 as i have bought and sold several times. am now holding.

  • Reply to

    More coal than anything else in US

    by dr_vvatson Sep 25, 2014 10:23 AM
    nadsmis nadsmis Sep 29, 2014 1:19 PM Flag

    too funny. you know because you were "in a relationship with a businessman who traveled there"? just hilarious. you believe everything he told you??? ugh. what a clown you are.

    i wouldn't even talk to someone who had a relationship with you.

  • Reply to

    the beatdown continues unabated

    by nadsmis Sep 22, 2014 12:42 PM
    nadsmis nadsmis Sep 29, 2014 1:27 AM Flag

    finally a break and up 1.26% PPS on 9-26. i think i am talking to myself here....

    Sentiment: Buy

  • Reply to

    Main Street Achieves S&P Investment Grade

    by ake05bono Sep 25, 2014 4:00 PM
    nadsmis nadsmis Sep 29, 2014 1:26 AM Flag

    i second that. nice S&P rating and well deserved. a major player in my stock portfolio as well.

    Sentiment: Buy

  • Reply to

    Everyday (9/24)

    by beefstu57 Sep 24, 2014 10:17 AM
    nadsmis nadsmis Sep 29, 2014 1:23 AM Flag

    well beef, i reconsidered and bought back in after SIX took a sustained beating in a down market. got back in at $33.88 and saw a 2.22% uptick to PPS. i expect more of the same and anticipate a better earnings report generated from overall great US weather and significant drop in gasoline oil pump prices. will allow for more discretionary spending from increase in disposable income. couple that with great weather and we should see an increase in sales revenue dropping to bottom line.

    we shall see....

    Sentiment: Buy

  • Reply to

    correction or start of downtrend

    by airlease2000 Sep 22, 2014 4:47 PM
    nadsmis nadsmis Sep 25, 2014 4:54 PM Flag

    i see my buy order was place when FLY hit 13.00 PPS. not too bad a day for FLY but horrible for markets. ran comparisons with others in the plane leasing industry and it appears the recent pain is spread across all the players. IMO, i believe the whole industry is oversold and simply went with best yield. am thinking the whole industry is undervalued and once corrected all should then float higher in the rising tide.

    GLTA

    Sentiment: Buy

  • Reply to

    down 5 % this week -10% this month -and sinking

    by zixdowner Sep 25, 2014 10:54 AM
    nadsmis nadsmis Sep 25, 2014 12:06 PM Flag

    zix, i think your 30 is rather radical. still, i have been waiting for all the bad news to have a full affect on BP PPS and the bad news keeps coming. short of another major spill i am believing that this may be close to the bottom. perhaps 42. yield now at 5.3% which is very good.

    personally, i am putting BP on my Buy list but not taking the plunge quite yet.

    were i still holding, i would continue to.

    Sentiment: Hold

  • Reply to

    2% drops a day,

    by osulindrool Sep 25, 2014 11:10 AM
    nadsmis nadsmis Sep 25, 2014 12:00 PM Flag

    stenc, you are correct. cheap stocks can always get cheaper and... a consistent downward is very difficult to reverse and the more prolonged is the trend, the longer it takes. SDRL is a loser and losing more. i got out at 35.35 and despite the yield, not even considering coming back in. the dividend is definately in jeopardy. NO ONE can afford to distribute dividends at +14%. there is a reason the yield is so high and that is because PPS is plunging. were i holding ANYTHING here, i would be dumping despite whatever capital loss i would incur.

    nad

    Sentiment: Strong Sell

  • Reply to

    Maybe Now.

    by zjdc Sep 24, 2014 3:34 PM
    nadsmis nadsmis Sep 25, 2014 11:53 AM Flag

    what is A/C??

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