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WEC Energy Group, Inc. Message Board

rgchjr1945 126 posts  |  Last Activity: 19 hours ago Member since: Sep 27, 2011
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  • Reply to

    Why so low?

    by llongtermhold Sep 14, 2015 6:03 PM
    rgchjr1945 rgchjr1945 Sep 18, 2015 2:58 PM Flag

    Today 9/18, it seems to be trading against the flow. Five investment analysts have rated the stock with a buy rating, The stock presently has a consensus rating of “Buy” and a consensus target price of $28.38. As of August 31st, there was short interest totalling 570,724 shares, a growth of 3.0% from the August 14th total of 554,180 shares, It looks like analyst's and traders are not on the same page. With the increased manufacturing capacity and the ability to cover a large % of the US population from 2 owned plants and the West Coast JV they should be able to significantly raise earnings. Eventually they need to get into the Middle Atlantic States and New England. Maybe that will happen once they digest the recent expansion. Their model is to distribute within 750 miles of where the paper is produced. Maybe another JV.

  • Reply to


    by slopjar2020 Aug 18, 2015 7:52 AM
    rgchjr1945 rgchjr1945 Sep 18, 2015 11:31 AM Flag

    Fast forward one month. It looks like ABC wants to move higher. Money flows and relative strenght have turned positive.

  • rgchjr1945 rgchjr1945 Sep 18, 2015 11:20 AM Flag

    I could only report what the article said as it was copied word for word. I also saw some similar articles and the price is $95 in all of the ones I could find. The average analysis target is $94.08 per Yahoo. Regardless, analysts beleive this stock can go up around 18% in the nest year plus the dividend. The key is that they like what the management is doing as did Buffet. I have owned shares since the split and bought more while actually selling some of my COP shares.

  • Reply to


    by medievalaesthetic Aug 25, 2015 7:13 PM
    rgchjr1945 rgchjr1945 Sep 17, 2015 2:50 PM Flag

    Cl will move higher. They are increasing market share everywhere and reducing costs. Fed did not raise rates today and the dollar is weakening which is good for CL. We have entered a great commodity bear market which is good for CL as input and transportation costs are going down and will stay down for years. Commodity bear markets also make all products cheaper thus leaving consumers everywhere with more disposable income which is great for CL. CL stock $63.70 at the time the Fed announced no rate hike. Price now over $64.

  • September 17, 2015, 9:36 A.M. ET By Teresa Rivas @ Barrons

    Oppenheimer & Co. has an update of Phillips 66 (PSX) out Thursday, arguing that the company’s diversification will drive growth and value creation going forward.

    Analysts Fadel Gheit and Luis Amadeo reiterated an Outperform rating and $95 price target on the stock, writing that while their targets are above consensus, they believe that Phillips 66’s mix of assets, good execution, shareholder friendliness, and growth outlook all warrant a premium valuation.

    They see operating cash flow of $4.8 billion this year and $4.1 billion next year, which, combined with the company’s cash and some additional borrowing, can cover the capital spending plans of $4.6 billion and $3.5 billion each year, respectively, its $1.2 billion annual dividend and the roughly $50 million Philips 66 Partners (PSXP) distribution.

  • The Family-Friendly Brand Wants Kids to Let Their Imaginations Set Sail for a Super Day of Pirate-y Playtime
    PARSIPPANY, N.J., Sept. 17, 2015 /PRNewswire/ -- Pirate Brands is pleased to remind fans that on International Talk Like a Pirate Day, or—as parents may know it—September 19, kids can celebrate by embracing all things pirate. In honor of all the swashbuckling joy to be had, Pirate's Booty® is partnering with Billy Bones, a.k.a. David Engel, founder of Pirate School!, a popular kids' show nationwide, to provide fun activities for kids and parents alike to enjoy this Talk Like a Pirate Day.
    From greeting everyone they see with "Ahoy, matey!" to dressing in costume to crunching on a bag of Pirate's Booty Aged White Cheddar packed in their lunch, Talk Like a Pirate Day provides kids with the opportunity to stretch their imaginations and enjoy the puffed rice and corn snack, which is made with real aged white cheddar and no artificial colors, flavors or preservatives, making it a great option for little buccaneers.

    "In the 18 years I've been doing Pirate School!, it's been very clear that kids just can't get enough of the seafaring buccaneers, and Pirate's Booty is the ideal snack option to keep little pirates feeling energized and playful," said Engel. "As I've emphasized positive messages of self-esteem boosting and social skill building that can be promoted through a pirate persona—I know that Talk Like a Pirate Day is the perfect time to encourage youngsters to act like good pirates and snack accordingly, too."

    "Talk Like a Pirate Day is our favorite holiday at Pirate Brands," said Michael Sands, Executive Vice President of Snacks at Pirate Brands. "The pirate craze is going strong—and we recognize that it's really great for kids to be able to connect with that sense of adventure and fun that we embrace with the Pirate's Booty brand. Kids do it naturally, of course, but we are always happy to help them celebrate the day with fun games and great-tasting, be

  • Reply to


    by tmichael.jordan Sep 15, 2015 4:42 PM
    rgchjr1945 rgchjr1945 Sep 16, 2015 2:59 PM Flag

    The dividend will be increased to 45.75 cents per quarter to be declared in October for the 4th quarter. What you are seeing is the last dividend prior to the merger which only represented part of the 3rd quarter which was 23.37 cents as it was prorated as a % of the quarter and then the new dividend for the post merger company which was 20.67 cents for the balance of the 3rd quarter. So you got 44.04 cents in total for the 3rd quarter. This was an increase over the 42.25 cent dividend paid in both the 1st and 2nd quarters. Two dividends in order to not cheat the new shareholders that came over from the company that was bought.

  • Reply to

    The reason Berkshire owns PSX

    by brett626 Aug 30, 2015 1:19 PM
    rgchjr1945 rgchjr1945 Sep 15, 2015 6:03 PM Flag

    They will not spin off Refining. Along with Marketing and Specialties Refining comprises the majority of the assets in the C Corp. Chemicals is in the JV and Midstream is held by DCP and PSXP. Plus PSXP holds a lot of the Pipes etc that the refining company uses. They are too intertwined. What is more likely is that they may dump some of the refining assets, especially those in California.and keep the highest returning assets.

  • Reply to

    CELG - Are You Kiddin' Me ?!?

    by gven27 Sep 9, 2015 10:30 AM
    rgchjr1945 rgchjr1945 Sep 15, 2015 2:46 PM Flag

    No. Amgn has been around a lot longer and has twice the earnings. It also trades at a much lower 16X earnings than CELG at 26X. AMGN also pays a 2% dividend. GILD's earnings dwarf CELG's. Much larger company but is growing very slowly. Don't confuse future growth of CELG with the current size and value of the other two companies. I suspect if you invest in CELG today you will make a lot more in the next few years than if you inveset in either of the other two.

  • Reply to

    PSX intrinsic value = $80B?

    by endeend88 Sep 11, 2015 5:08 PM
    rgchjr1945 rgchjr1945 Sep 15, 2015 11:14 AM Flag

    Corn flakes is a very bad example. Kelloggs which uses a lot of corn and other agricultural products has not done very well resently. Although Ag futures have been trending down K's estimated earnings for 2016 are lower than actual 2014 earnings. They are not holding profit.

    PSX model is much different. What was primarily a refiner is using those profits, which have wild swings due to many factors, as a cash cow to invest in midstream assets that have much higher returns than refining. They also own 1/2 of CPChem which is a huge chemical company that is rapidly expanding and self funding. The MLP gives them another avenue to expand. Currently the stock is in a holding pattern due to perception about energy. PSX is in too many ETF's with the likes of XOM, CVX etc. which hurts the price.

  • ATLANTA, Sept. 15, 2015 (GLOBE NEWSWIRE) --

    Seasonal employees needed to handle anticipated e-commerce-driven holiday delivery demand
    Seasonal and part-time positions often an entry point to UPS careers
    UPS(R) (UPS) announced today that it expects to hire between 90,000 and 95,000 seasonal employees to support the anticipated increase in package volume that will begin in November and continue through January 2016.

    So is this an increase ove3r last year? I ask because the stock is up $2.53 @10:00AM. I do see any other news.

  • Reply to

    USPS vs. FedEx / UPS

    by ray.saudlach Sep 4, 2015 12:17 AM
    rgchjr1945 rgchjr1945 Sep 15, 2015 9:54 AM Flag

    I though it was the other way around. UPS/FDX want to deliver high density routes and hand off the low density/rural packages to USPS.

  • Reply to

    FMR, LLC increased ownership to 4%

    by reatuarentgrwoth Sep 11, 2015 2:30 PM
    rgchjr1945 rgchjr1945 Sep 11, 2015 3:19 PM Flag

    They cut back 9.1 million shares in the 2nd quarter per NASDAQ website. Ownership for every stock by institution is available at the end of each quarter on their site. Before you post please read the actual stats.

    Sentiment: Buy

  • Reply to

    FMR, LLC cut ownership from 4%

    by tshih_90630 Sep 10, 2015 12:50 PM
    rgchjr1945 rgchjr1945 Sep 11, 2015 3:15 PM Flag

    Old news. Was done in the 2nd quarter. On the other hand Capital Research Global investors raised their stake by 11.3 million shares to 5.1% and there were many puts and takes during the 2nd quarter. Institutions hold 696.5 million shares of the 868 million shares outstanding. Institutions bought 75.4 million and sold 90.9 million shares in the 2nd quarter. 530 million institutional shares were in held positions. Slight sell bias. Info from NASDAQ site.

  • Reply to

    Thoughts on the carnage

    by peterdiamondstone Sep 5, 2015 1:48 PM
    rgchjr1945 rgchjr1945 Sep 10, 2015 4:04 PM Flag

    Just to update. Dominion gave a presentation at an investment conference today and it is worthwhile listening to. Basically an abbreviated update to what they said in the analyst's day meeting and is currently active on the investors part of their website under webcasts. Biggest takeaway is that they do not see the base company "D" issuing any stock between now and 2020 and said the dividend increase should be about 8% for the foreseeable future.

  • Reply to

    PSX before Buffett

    by delusional_investor Sep 6, 2015 10:14 AM
    rgchjr1945 rgchjr1945 Sep 8, 2015 4:37 PM Flag

    Buffet was on CNBC today doing 30 minute interview and the PSX acquisition came up. He praised the management but pretty much said it was an investment and not a takeover target. This will all die down and the news will be about the company again. The quarter is coming to a close in a few weeks so in October you will get the earnings release plus the conference call and then towards the end of the year forecasts concerning next years guidance.
    Finally today PSX and SE announced their plan to bolster DCP Midstream. So important news is always being released. You should be happy about buffet because it takes over 10% of the shares off the market and provides fewer shares for short sellers to get their hands on.

  • Reply to

    Earnings Beat

    by ltnkidd Jul 29, 2015 4:42 PM
    rgchjr1945 rgchjr1945 Sep 8, 2015 11:27 AM Flag

    Where do you see sell or hold. According to Yahoo 6 analyst's cover TIS with 4 strong buy and 2 buy ratings. The 1st year target is just under $30 and both 2015 & 2016 earnings estimates have been raised.from $1.28 t0 $1.34 in 2015 and from $1.81 to $1.89 in 2016. It is selling for only 18.7X this years earnings which is less than 1/2 of the growth rate. Usually it is the other way around that investors would be willing to pay a multiple of 2X the growth rate. Based on these numbers this is a steal under $30. I added when it was under $25.

    Sentiment: Strong Buy

  • rgchjr1945 rgchjr1945 Sep 8, 2015 11:13 AM Flag

    I see the clown is at it again. Interesting that he never says that WI is actually more or less at full employment with an unemployment rate of 4.6%. When you get rates below this it means that huge amounts of debt has been poured into the market that creates situations like we had in 2007 - 2009. Non-farm payrolls have also been holding steady. Any net jobs loss appears to be from farmers retiring. They may or may not have sold their farms to developers. If they held on then someone is renting and the land is still under till. So for all the jobs that have been lost their has been others created. Why do we not hear about this on the board. The government numbers say they exist.

  • Reply to

    this stock is a fighter

    by kmaxdraquman Aug 20, 2015 2:58 PM
    rgchjr1945 rgchjr1945 Sep 8, 2015 10:57 AM Flag

    What do you mean by sell elec & gas? If you mean wholesaling to customers outside of rate making process the answer is no. They did a few years back through two non-regulated subs which only lost money year after year. They dumped those losers plus the coal mines. The dividend increase had been down to 1/2 cent per quarter for a couple of years. The most recent increase was 2 cents per quarter. Their only non-regulated businesses are the construction company (and there is plenty of utility construction for the foreseeable future and a second but smaller sub that does energy consulting.

  • Reply to

    Thoughts on the carnage

    by peterdiamondstone Sep 5, 2015 1:48 PM
    rgchjr1945 rgchjr1945 Sep 8, 2015 10:47 AM Flag

    Utilities go up and down with interest rates or the perception of what rates may be in the future. They are also affected by state rate commissions and now by how electricity is generated. I happen to like D because of all the energy businesses that they are in and the fact that they are growing. Over the last 5 years or so they have been raising the dividend at a nice clip.

52.36-0.09(-0.17%)Oct 9 4:04 PMEDT