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V.F. Corporation Message Board

rgchjr1945 54 posts  |  Last Activity: Jun 17, 2015 3:30 PM Member since: Sep 27, 2011
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  • Reply to

    Cramer last night

    by hstrader2003 Jun 12, 2015 8:57 AM
    rgchjr1945 rgchjr1945 Jun 17, 2015 3:30 PM Flag

    Cramer,s Monday June 15 rating was 161,000 households. His market reach is almost non-existent. I like the stock though and just bought my initial position.

  • rgchjr1945 rgchjr1945 Jun 7, 2015 3:58 PM Flag

    Couple of points. I am retired and wear UA shirts and other products in the regular course of things. Not a product just for athletes. Our daughter and family live in the Charleston area where it is hot and my wife buys them UA clothes which the boys love. Secondly, The digital health strategy is huge. It can be a money maker on its own due to advertising. Social media only exists because of advertising and UA now has a second business that ties in with the first. I generally do not like companies that are have many businesses rolled into one but this is different because they compliment each other.

  • Reply to

    splits

    by pepper1232007 May 21, 2015 10:35 AM
    rgchjr1945 rgchjr1945 Jun 5, 2015 4:22 PM Flag

    Out of 101.31 million shares, only about 100 thousand are owned by individuals (other than insiders) or about 0.5%. It makes no sense for them to split the stock. In addition it makes it tough for short sellers to borrow stock to sell.

  • Reply to

    Why is D selling off?

    by gimmepavv Jun 3, 2015 7:37 AM
    rgchjr1945 rgchjr1945 Jun 4, 2015 10:39 AM Flag

    It is all about interest rates. The 10-year went above 2% awhile back and is now up to 2.32%. Bonds are now considered to be more competition to stocks that pay higher dividends. The pros think that this is the beginning of a big rise in bond rates. It is going to take longer than they think for rates to go up. After the great depression it took 20 years for rates to really recover.

  • Reply to

    Seems like they should be raising div

    by genem7169 Apr 28, 2015 11:39 AM
    rgchjr1945 rgchjr1945 May 8, 2015 2:35 PM Flag

    You did not read my note below. There is a site Dividendinvestor that gives all the dividend dates each quarter from declaration to pay date and the histories. Most companies follow the same pattern every year. In the Fall PSX also said at least a double digit % increase each year out for the foreseeable future and reiterated that on the last conference call. The CEO would not say double digit % increases unless the board agreed with the strategy. He is not only the leader of the company but the spokesperson.

    This company is doing all the right things. They are using their huge cash flow to reinvest (primarily in the non refining businesses), increasing the dividend by a decent amount every year and with excess cash buying back stock as long as the management things the company is undervalued. Plus the two big JV's, Chevron Phillips Chemical and DCP midstream are self funding with money going one way, back to the parents.

    Yes refining can be flaky, but over the long pull it evens out and throws off huge cash flow. It also supports the Marketing and Specialty segment.

  • rgchjr1945 by rgchjr1945 May 7, 2015 10:02 AM Flag

    As bad as things look with brady, Harper hit 3 HR's last night to lead the Nats to a win. He signed with UA a few years ago when he looked like the NL version of Trout. Injuries have curtailed his games played the past two seasons. However this year he has 8 HR's and 20 RBI and looks like the guy that has stardom written all over him.

  • Reply to

    UA cannot condone Tom Brady for cheating

    by s_ells May 7, 2015 7:44 AM
    rgchjr1945 rgchjr1945 May 7, 2015 9:54 AM Flag

    Depends on what the contract reads. I would be surprised if there was not a clause covering an event like this. If not they may need to just pay him off and not use him in any promos.

  • Reply to

    DCP Midstream

    by jerrykrause Apr 30, 2015 10:57 PM
    rgchjr1945 rgchjr1945 May 6, 2015 10:31 AM Flag

    Phillips in the past has said that money only moves in one direction with DCP and that is from DCP to the two owners. They do not want to inject any additional capital.

  • May 5 (Reuters) - Occidental Petroleum Corp said on Tuesday that executive Vicki Hollub will replace Chief Executive Steve Chazen after "a thorough transition period."

    As part of the announcement, Oxy said Hollub would be promoted immediately to senior executive vice president from vice president.

    Chazen, who has been CEO since 2011, said he would help Hollub take the top job "when she is ready to take it on."

    Oxy also boosted its annual dividend 4 percent on Tuesday to $3.

  • Reply to

    Helpful Find

    by chippicardo0149 May 5, 2015 12:52 PM
    rgchjr1945 rgchjr1945 May 5, 2015 12:56 PM Flag

    spam spam spam

  • Reply to

    Parker vs. Eaton

    by danzak44095 Apr 29, 2015 5:24 PM
    rgchjr1945 rgchjr1945 May 4, 2015 4:22 PM Flag

    All the industrials that run portfolios of businesses have been marking time. PH is up 32+ % in the last 2 years compared to ETN up only 14%. Both have similar gains over 5 years. Both have 75% + institutional ownership so share price should not be a problem.

  • Reply to

    market correction

    by janmccabe200 Apr 30, 2015 2:15 PM
    rgchjr1945 rgchjr1945 Apr 30, 2015 3:56 PM Flag

    Head winds due to low oil price. Not enough spending with the savings and too many industrials that provide material and support being hurt. However, prices have recovered some.

    Currency problems due to strong dollar for internationals. In a year this will be a trailing wind as many companies continue to have good sales. Just not translated into US dollars.

    Profit taking in high fliers like Biotechs, semiconductors, social media and other's such as under armor.

    Long term Interest rates moving up due to lack of clarity on Fed policy.

    I'm sure there are other issues but this names a few. I still think we are in a long term secular bull market resulting from collapse of commodity prices due to over investment in the last 15 years that resulted form lack of supply across the board (energy, metals and minerals and agriculture products. The last time this happened was 1982. So we can have a sell off but it will be within a greater bull market.

  • rgchjr1945 rgchjr1945 Apr 30, 2015 3:44 PM Flag

    Too many antitrust problems. Plus XOM needs oil and gas production and reserves.

  • Reply to

    Twitter style leak???

    by scottgogo Apr 29, 2015 3:21 PM
    rgchjr1945 rgchjr1945 Apr 30, 2015 12:12 PM Flag

    Does not smell good since the stock opened up higher and is currently over $50. Maybe the early conference call helped. I have just started to listen to the replay now.

  • Reply to

    Seems like they should be raising div

    by genem7169 Apr 28, 2015 11:39 AM
    rgchjr1945 rgchjr1945 Apr 30, 2015 9:40 AM Flag

    Generally the dividend is announced during the 1st week of May. Two years of company history May 8 & May7 which were the Wednesday in the first full week of May.) X-dividend is a week later with payout 1st day of June that is not a Sunday. Should be June 1st this year.

  • Reply to

    celg keeps selling off for months now

    by creativeforce65 Apr 27, 2015 2:55 PM
    rgchjr1945 rgchjr1945 Apr 27, 2015 3:17 PM Flag

    CELG is up about 93% in the last 24 months. During that time there have been months at a time where the stock is flat or goes down. Big announcements and earnings surprises are what moves the price. You are also dealing with the law of large numbers. Market cap is $92 billion. As the MC gets larger and larger it is hard to have large earnings gains.

  • rgchjr1945 rgchjr1945 Apr 25, 2015 3:20 PM Flag

    I do not think the dividend is a problem but I would not expect any increases for quite awhile. When you look at their financial results depreciation is over $2 million per quarter and will be going up due to all the new plant and equipment. You really need to look at cash flow here at least in the short term. Once the new shares are added they will be paying about $3.5 million in dividends per quarter. They are not building the new plant in SC just to collect dust. It will take a little time to get all the projects settled but at the end of the tunnel this could be a very good company to own. I am long and will collect the dividend while they finish all the construction which should ultimately lead to share price growth.

    Sentiment: Hold

  • Reply to

    A Good Sign ?

    by stormfront2020 Apr 7, 2015 7:25 AM
    rgchjr1945 rgchjr1945 Apr 23, 2015 6:59 PM Flag

    Its about time. They finally broke the downward spiral. We will have to wait until tomorrow to see effect. Only 1407 shares traded after hours and the price ended unchanged from the close. BGS needs to find a couple of good brand acquisitions at the right price.

  • Reply to

    Great recovery by UNP - if DOW turns we will see

    by k1ltnow Apr 23, 2015 11:12 AM
    rgchjr1945 rgchjr1945 Apr 23, 2015 11:58 AM Flag

    Just as I wrote the above MMM started to move higher and cut loss. It was down $5.50 all morning but something is happening so you may see UNP trade up for the day. Just goes to show you it is hard to predict market in short run. That is why I am not a trader but sell when I need to buy something I like more or buy to reinvest dividends.

  • Reply to

    Great recovery by UNP - if DOW turns we will see

    by k1ltnow Apr 23, 2015 11:12 AM
    rgchjr1945 rgchjr1945 Apr 23, 2015 11:53 AM Flag

    The Dow is being hurt almost exclusively by MMM. Currency translation hurt earnings by about 3.5%. It is down around $5.50. I own MMM and do not see it bouncing back today. It has had a pretty good run in the last year and momentum traders jumped out.

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