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V.F. Corporation Message Board

rgchjr1945 107 posts  |  Last Activity: Jul 28, 2014 4:59 PM Member since: Sep 27, 2011
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  • Phillips 66 Positioned To Take The Lead In The U.S. Oil And Gas Boom - this article appeared in SeekingAlpha today (7/28). I copied over the summary only.


    This article looks to address the criticism and misinformation targeting the shale gas and oil industry in the US.

    Midstream oil and gas majors are best placed to take advantage of the opportunities presented within the US oil and gas industry in the coming decade.

    Phillips 66 has pivoted its business to take advantage of the next stage in the US shale oil and gas boom.

  • Reply to

    Question: Is LOCO the next PriceLine

    by olderdud Jul 28, 2014 9:55 AM
    rgchjr1945 rgchjr1945 Jul 28, 2014 10:04 AM Flag

    No. Completely different kind of company. It takes more time and a lot more capital, even from franchisee, in order to ramp up. It is a lot like retail. Still looks like a great investment and glad I paid up on Friday considering today's price. For me a long term holding. Next Chipotle, but you are in on the ground floor??? Good luck all.

  • rgchjr1945 rgchjr1945 Jul 27, 2014 1:47 PM Flag

    Why did they close the East Coast restaurants that they had. outside of current area?? See closings below:

    El Pollo Loco or its franchisees briefly operated several restaurants in metro Atlanta and Boston, New Jersey and in the Hampton Roads area of Virginia; these closed by 2011. The chain's franchised restaurants in the Portland, Oregon metropolitan area also closed in 2011. An El Pollo Loco in the Foxwoods Resort Casino in Connecticut closed in spring 2012. The last of four Chicago area stores closed at the end of 2012.

    This is troubling!!

  • Reply to

    Long Term D investors

    by messjim123 Jul 22, 2014 9:51 AM
    rgchjr1945 rgchjr1945 Jul 27, 2014 1:32 PM Flag

    The market is always discounting the future and right now it is flashing long term secular bull market which started in early 2013 when the S&P broke out significantly past the 2000 high. This has only happened 3 other times since 1900. In 1924 (6 year bull market and the shortest), 1952 (15 years till 1966), 1982 (18 years till 2000).
    All were in conjunction with a slow down in the rise of commodity prices due to tremendous investment over prior years. Read the first chapter of Jim Rogers book on commodity investing written around 2005. Jim describes the relationship between commodity prices and the market over long periods of time and what causes them.

  • Reply to

    The spinoff

    by dividendseeker Jul 25, 2014 7:38 PM
    rgchjr1945 rgchjr1945 Jul 27, 2014 10:59 AM Flag

    Did you incorporate the info from slides 26 & 41 from the 5/30/14 Sanford Bernstein presentation.

    On slide 26 they talk about debt to the new company and money back to OXY to reduce OXY share count.
    Company will have ~$5 bn of debt with
    proceeds distributed to Oxy to be used
    primarily to repurchase shares.

    On slide 41 they show in 2013 OXY had 805 million shares and earnings of $6.95/share. They are projecting that after the spin they will have 689 million shares (due to buy backs from the restructuring) and $8.05/share in earnings. based on today's dividend of $2.88, that is about 35% of earnings. As a % of cash flow the dividend would be much lower.

    Finally after everything is completed they could take all of their Midstream and pipelines and drop them into an MLP.

    Although the California company may have interest for some shareholders, I intend to sell and put the proceeds into OXY. I already own a lot of shares in HK & KOG shale drillers that do not pay dividends.

  • Reply to

    BG Foods cash generation metrics

    by jackmaster20 Jul 24, 2014 11:40 AM
    rgchjr1945 rgchjr1945 Jul 26, 2014 7:41 PM Flag

    They sold Underwood Ham in the PS's in Vietnam. Brings back memories. Have not really seen it in years.

  • Reply to

    gettysburg store

    by mysunshyns Jul 26, 2014 2:08 PM
    rgchjr1945 rgchjr1945 Jul 26, 2014 7:19 PM Flag

    Gettysburg is a vacation place and lots of people like to hit the discount mall when they are there. Would expect a crowd. I have a vacation house in the Pocono's in PA and go to the Tannersville store at the Crossings. I will be out there in a couple of weeks. Time to start buying Xmas presents for the grandkids. Last time I bought the low white socks with the logo on the back and they are awesome. To parody the Hair Club for Men commercial. I don't just own UA stock, I am also a customer!!!

  • Reply to

    Open $26.60 Monday & Close over $29

    by hold4triple Jul 26, 2014 9:30 AM
    rgchjr1945 rgchjr1945 Jul 26, 2014 10:29 AM Flag

    Unless you are trading or want to buy more on a pull back, who cares. Looks like the kind of investment to just tuck away, listen to the quarterly conference calls and give them a chance to build into new locations. They did have some restaurants in Boston, Atlanta, Hampton Roads VA, Portland OR and Foxwoods resort in CT. But all closed. They currently operate in CA, NV, AZ, TX & UT. I live in Indiana and there are lots of TexMex here. Maybe opening restaurants in one's & two's does not work. Duncan Donuts seems to open clusters when going into new areas. Regardless, this type of food is widely eaten in the US and i expect that I will do very well with this invetment over the next few years.

  • Reply to

    Higher bid coming in over weekend.

    by takithom Jul 25, 2014 1:32 PM
    rgchjr1945 rgchjr1945 Jul 25, 2014 4:41 PM Flag

    KOG trades pretty much in lock step with WLL. The premium is due to investors believing that WLL will trade much higher at the conversion date. There is only a limited number of companies who would be interested in buying KOG. Too small for all the big players and too much debt for some of the smaller ones. Many companies that are big enough have a ton of debt of their own. This is the deal.

  • Reply to


    by lovemoney100 Jul 24, 2014 1:06 PM
    rgchjr1945 rgchjr1945 Jul 24, 2014 5:39 PM Flag

    Good for you. I own some products but buy mostly for my flock of grandchildren. Kids love UA products.

  • rgchjr1945 rgchjr1945 Jul 24, 2014 5:35 PM Flag

    "A fine quarter; don't see why shares should be soft:" Unfortunately the fast change artists did not read this report and bolted. Thanks for posting the analysis.

  • RADNOR, Pa. (AP) -- Airgas Inc. (ARG) on Thursday reported earnings that rose by 4.9 percent in its fiscal first quarter. The results matched analysts' expectations.

    The Radnor, Pennsylvania-based company said profit increased to $88.9 million, or $1.18 per share, from $84.7 million, or $1.14 per share, in the same quarter a year earlier.

    The company said revenue climbed 2.6 percent to $1.31 billion from $1.28 billion in the same quarter a year ago. The results matched Wall Street forecasts.

    Airgas shares have decreased $1.38, or 1.2 percent, to $110.47 since the beginning of the year, while the Standard & Poor's 500 index has risen 7.5 percent. However, the stock has climbed $9.39, or 9.3 percent, in the last 12 months.

  • Reply to

    Analysis: Facebook is Silicon Valley's new powerhouse

    by qliaz Jul 24, 2014 2:43 PM
    rgchjr1945 rgchjr1945 Jul 24, 2014 2:52 PM Flag

    They had a nice quarter and understand that media of all kinds including social media is all about advertising. People doubted the CEO in the past: however, he is a visionary and understands how to monetize the product.

  • rgchjr1945 rgchjr1945 Jul 24, 2014 2:46 PM Flag

    Unless you are trader it is not about today or next week. It's about next year and 2020. As long as the pipeline is full and they continue to execute (and the government does not screw things up) his stock will be significantly higher. Need to get to the conference call reply in a bit. All one really needs to do is continue to listen to the calls, make sure everything is going OK per the CEO and hold on.

  • Reply to

    After Hours Trades a Joke

    by nhoutsideobserver Jul 23, 2014 8:02 PM
    rgchjr1945 rgchjr1945 Jul 24, 2014 10:02 AM Flag

    D`own 7.5%. There are not that many shares, so it does not take much to beat it down. great reports over the last few years have spoiled some investors who do not understand that TIS was exhausting there Oklahoma centric market and needed to expand. The base of the company is there and now it is time to grow. I think that is why they brought in the new CEO. They are also trying to support the existing market plus start the national push. to create a balanced portfolio it is hard to find personal care kind of product companies that are not trading at extreme valuations. Also nice to collect the dividends while you wait, which is not the case in many growth companies. To quadruple to $1 billion company, they need to grow 4X. Take one of those large companies. To quadruple they need revenues in access of $100 billion and pay a low dividend. I need to listen to the conference call which is just starting. Good luck londs.

    Sentiment: Strong Buy

  • Reply to

    Do I hear 7 .....

    by tucker3210 Jul 23, 2014 3:42 PM
    rgchjr1945 rgchjr1945 Jul 23, 2014 3:49 PM Flag

    Why is there no volume? Summer?

  • Reply to


    by goldengates2020 Jul 21, 2014 6:38 PM
    rgchjr1945 rgchjr1945 Jul 23, 2014 1:18 PM Flag

    Looking for Dividends? Kinder Morgan Offers 4 Ways to Invest July 23, 2014

    The above article is actually a video on The Motley Fool and describes all four companies. There is also info on the company website and Wikipedea. If you are really interested after that get the annual reports.

  • * 2nd-qtr net profit $1.79/shr vs est $1.74

    * Revenue rises 8.6 pct to $3.04 bln

    * Total volume rises 8 pct (Adds, details, shares)

    July 23 (Reuters) - U.S. railroad operator Norfolk Southern Corp reported a better-than-expected second-quarter profit, helped by higher volumes across its businesses as the economy improves.

    Norfolk Southern, which joins other U.S. and Canadian railroads in reporting strong quarterly results, said overall volume rose 8 percent in the three months ended June 30 as shipments of building materials, metals and coal all rose.

    Coal volumes, which had been declining due to the growing availablity of cheap shale gas, rose 3 percent as rising gas prices encouraged utilities to switch back.

    Volumes in company's intermodal business rose 11 percent.

    Net income rose about 21 percent, to $562 million, or $1.79 per share, from $465 million, or $1.46 per share, a year earlier.

    Railway operating revenue rose 8.6 percent to $3.04 billion

    Analysts on average had expected earnings of $1.74 per share on revenue $3.03 billion, according to Thomson Reuters I/B/E/S.

    Norfolk Southern's shares were up 0.8 percent at $108.43 in light trading before the bell. Up to Tuesday's close, the stock had gained about 40 percent in the past 12 months, beating the 27 percent rise in the S&P 500 railroads index.

  • rgchjr1945 rgchjr1945 Jul 22, 2014 7:59 PM Flag

    They went from having zero revenue to putting 3 drugs on the market and having a blockbuster multi-million dollar product EYLEA for eye degeneration issues. They are still rolling it out in many countries plus additional `therapies.
    Also a deep pipeline of drugs in phase 2 or 3. Only about 99 million shares outstanding and most are owned by insiders or institutions. Besides hard work in sorting through stocks to buy there is a certain amount of luck involved. Folks that do not think that usually get over confident and screw up.

  • Reply to

    North Ward Estes Development

    by rgchjr1945 Jul 18, 2014 2:49 PM
    rgchjr1945 rgchjr1945 Jul 22, 2014 7:45 PM Flag

    Thanks for the info. I am retired and listen to all the conference calls of stocks I own. In a hot stock like this the analyst's will be trying to drag a lot out of them and I would think in the Niobrara.

61.49-0.46(-0.74%)Jul 29 4:03 PMEDT

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