Kansas City Southern Message Board
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GTAT has been running a few quarters now with significant negative cash flows. Has the company projected any time in the next 12 months when they might get to at least cashflow breakeven? I see that capex spending has been diminishing, so at least they are trying to control that, but operating cash flow losses are overwhelming. Company's debt levels are escalating rapidly and stock offerings are diluting shareholders.
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Anything that is a perpetual is being treated like a long bond. With interest rates probably rising in late part of year, those bonds will have a lot of value removed.
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I want to exit Aussie dollars and get into some more stable currencies that are NOT USD. I have a gain on the currency since I went into AUD when it was 70 cents instead of $1. If I trade back to USD I have a capital gain on that, which I can defer if I trade into another foreign currency.
Swiss Francs look relatively stable and will probably hold 95 cents even if Europe goes to hell. Are there other good candidates? Obviously I want to avoid currencies that depend on commodities, such as Canadian dollars.Sentiment: Sell
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The question was whether PERI's software still acts like a computer virus that takes over the search features on your computer and does not give you any easy option to shut off that behavior.
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I am NOT short PERI. And it says a lot that a simple factual question gets ignored.
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Does PERI's software still act like a computer virus and take over all search features on your computer without giving you any option to shut that off?
My understanding was that at some point Google would require the software to properly de-install, and to require a positive confirmation that you wanted it to operate once it was already installed. Can someone clairfy the current status of Google's policies on this? -
Every few months I come back to this stock that is apparently a leftover from the 1999 Internet boom and just shake my head. Why would anyone pay a forward PE of nearly 200 for 30% annual growth? How can any right thinking investor pay 19 times SALES for 30% sales growth. There is no metric on which this stock is worth $30 let alone $80.
This stock is 100% about too much money chasing too few opportunities, and the *second* they have a quarter that shows 20% sales growth the stock will be trading within minutes below $40. This is 100% a game of musical chairs. -
Operating earnings represent earnings potential once the one-time, non-cash charges are cleared.
I never said the preferred are not worth anything. -
Does anyone have approximate annual sales for Wonderstruck, the TaylorSwift branded perfume? How do those numbers compare against the other Arden celebrity perfumes?
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akathemole, that should make PWER a hugely favorable buy below $4. I feel Honeywell and GE are both potential buyers, and I figured that buy price north of $12. I agree with you private equity is a major risk here, and I would urge management to resist any private equity buyer.
This is a very unusual situation, where the company has significant market share with relatively stable earnings power, but sells at net tangible assets because the peripheral industry of "solar" is a wasteland. The cyclical low of other solar segments is dragging PWER down with it. But PWER's market has almost nothing in common with solar panel production. The economics are different and more robust in inverters.
Expect the company to trade range bound $2.50 to $6 for two years and get a $12+ buyout within three years. -
The only thought that occurs to me after reading about the dilutive financing is that CHCI must truly hate its shareholders. They take unreasonably high management compensation relative to income they send to shareholders. The dilutive financing puts a cap on growth of the share price and dilutes out the existing shareholders in favor of insiders.
It almost feels like they really don't want a good result for anyone except management.