CEO says orders are up and that is main reason he is positive about the company. This is a growth story in a boring market and it sounds like the company is being run by paper people and not a bunch of financial engineers.
Loyal shareholders should be rewarded with a long overdue dividend increase.........what is the point of increased earnings for a utility company if the dividend is not going to be increased?
Am I the only one to notice that 30% of their earnings are coming from the DVD side versus streaming?
Once the DVD market is phased out then the earnings could be 30% lower.
TD could be buyer.........Simard is former TD all-star and TD is a big player in Maine except for the Bar Harbor area. We're only at 1.2 times book value and banks stocks in general should be on the upswing. Low risk buyout play.
Believe it or not but Evercel may be coming back........it's out of the battery business but has been taken over by a Harvard MBA and now owns a substantial printer company. They're out of Zipcar now and the crab business was sold but EVRC still has a pulse.
Other than Breaking Bad, the Netflix content really sucks........I can never find anything I want to watch. No good movies allow free streaming.
Why exactly are they borrowing $400 million?
Increasing revenues while having a combined ratio of 92% is really great. It's easy to grow revenues by cutting prices but growing revenues while maintaining underwriting discipline is what you want to do.
I'm not sure why more companies don't get into surplus lines but the whole insurance mindset is to write only above average risks and that leaves the marketplace open to companies willing to write insurance more intelligently.
The Board should increase the dividend, given higher earnings and projected higher earnings. Stock price has been mired around $29 and a $1,50 dividend would help,
So instead of being audited by accounting firms who are reputable, I guess the SEC prefers audits by no name accounting firms that no one can trust. The fact that their audit was done by Ernst and Young versus Albert Wong or some other small firm is a positive. The SEC should be cracking down on the no name accounting firms versus the good one. Of course, it is a lot easier to go after someone like E & Y who has good clean records versus some of the smaller less reputable firms.
Unitil of NH is another small utility benefiting from the brutal weather...........UTL has been increasing their number of natural gas customers and the increased gas sales go directly to the bottom line. Both the fourth and first quarter should have record numbers for UTL.
Priceline is not owned by Google but somehow people find their way to its various websites. Hate to bust your bubble, but people in China will use CTrip even though it is not owned by Baidu.
Was watching CNBC this morning and an environmentalist was saying to save trees by printing emails. The next step is to start using real wood on construction projects whenever possible. Apparently the environmentalists are waking up to the fact that the lumber and paper companies are good stewards on the environment and if their land is no longer needed then it will be sold off and really developed.
Apparently the Columbian government is shutting down certain coal exports until they conform to their shipping procedures. Could have some impact on supply for a while.
I agree with you but the rationale of holding on to a stock for years until you are back to even makes no sense. Revenue growth was good this quarter but we really need 10 to 20% growth to really take off.
With the brutal weather, it seems like OB is drifting a little downward and that is strange given none of their lines of insurance would have much weather impact. Frankly, I would expect the property companies to show some pretty lousy results this quarter but OB should be OK.
While not exactly the Whole Foods of China, QKLS seems like a decent speculative play.......strong cash position and growth potential.