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Kimberly-Clark Corporation Message Board

rgchjr1945 169 posts  |  Last Activity: 20 hours ago Member since: Sep 27, 2011
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  • Reply to

    Wow, another blowout qtr just announced

    by stkwhizguru333 Oct 23, 2014 4:24 PM
    rgchjr1945 rgchjr1945 20 hours ago Flag

    Remember this is really a very new public company having risen from the ashes of the valve company. It has taken awhile to assemble the current portfolio of businesses centered around the oil service industry. They have only started to push the company before the investment community. Patience will be rewarded.

  • Reply to

    Should be up much more.

    by antiquecar1930 21 hours ago
    rgchjr1945 rgchjr1945 20 hours ago Flag

    Only 6000 shares traded today. No long ago they hired someone to be an investor contact. It takes awhile to get a small company into the lime light.

  • rgchjr1945 rgchjr1945 20 hours ago Flag

    I listened to the call last night and I am not so sure the analysts that follow this company have a clue. I thought the CEO did a good job stating their case. DNKN also beat the estimates and are expanding at a good clip. I see the stock is up today so someone got the message.

  • Reply to

    PPS of CRC?

    by ejs811 Oct 16, 2014 5:29 PM
    rgchjr1945 rgchjr1945 Oct 22, 2014 12:03 PM Flag

    That is not totally true. The company on conference calls has said that they want to return money to shareholders through a combination of increasing the dividend and buying back stock but only when the stock price is below their estimate of intrinsic value. They are also investing in pipelines, midstream and specialty products like lubricants that have higher return on equity than refining. The chemical company, DCP and the new MLP are self funding. PSX is a cash generating empire. I bought a lot of this stock right after the split and now listen to all their earnings calls and appearances at analyst conferences.

    They are also exporting a ton of refined products plus a lot of the gunk thaty has little value in the US because NGL's have taken its place in the chemical business.

  • Reply to

    Resistance at 65

    by johnny_greenjeans Oct 17, 2014 12:54 AM
    rgchjr1945 rgchjr1945 Oct 22, 2014 11:50 AM Flag

    Last week was chaos.

  • Reply to

    Resistance at 65

    by johnny_greenjeans Oct 17, 2014 12:54 AM
    rgchjr1945 rgchjr1945 Oct 21, 2014 9:49 PM Flag

    When there is a massive sell off related to general fear and things like large hedge funds selling everything to stay afloat, your stock gets killed regardless of what charts say.

  • Reply to

    Market Drives Me Nuts

    by dividendguy Oct 1, 2014 11:24 AM
    rgchjr1945 rgchjr1945 Oct 21, 2014 4:08 PM Flag

    Look at today. We are up $4.45. What has changed in the fundamentals over the last month to make this stock whip lash other than the WTI/Brent spread tightening. On the other hand we should sell more gas & diesel plus now heating oil plus exporting refined products to Asia. You have to look at this stock for the long pull. They are investing in chemicals, midstream, pipelines and lubricants & other specialties. Refining will be dropping as a percentage of overall revenues because of the growth in the other businesses.

  • rgchjr1945 rgchjr1945 Oct 21, 2014 3:57 PM Flag

    Jerry - have seen you on some energy and utility boards. Do you own Emerson??? If so what do you think of the company??

  • Reply to

    17 oil tankers anchored off LA

    by juho_arens Oct 19, 2014 10:40 PM
    rgchjr1945 rgchjr1945 Oct 21, 2014 3:51 PM Flag

    17 tankers is nothing. My best friend worked in operations for a huge international oil trader and just in their division had 150 tankers under charter at any one time. There is an enormous amount of oil on the Ocean at any one time. However, the key is that we need to produce about 90 million barrels or so a day and there is no longer any spare capacity since all the OPEC members are producing all out.

  • Reply to

    they don't produce ...they transport

    by demsaretheenemy Oct 14, 2014 12:33 PM
    rgchjr1945 rgchjr1945 Oct 21, 2014 3:48 PM Flag

    Unfortunately SE does not trade in a vacuum. When the market gets spooked investors will go in and lock down profits. Also some big investors that get hit in other areas will sell anything to ward off margin calls. Hedge funds need to lock down some gains. If you are an investor none of this matters. You sit back, collect the dividend and if you have cash buy more. It is really very simple.

  • Reply to

    2 days till Earnings

    by johnny_greenjeans Oct 21, 2014 1:18 PM
    rgchjr1945 rgchjr1945 Oct 21, 2014 2:49 PM Flag

    Let us hope the tide is still rising. I would hate to waste a good report on a bad market day.

  • Reply to

    Resistance at 65

    by johnny_greenjeans Oct 17, 2014 12:54 AM
    rgchjr1945 rgchjr1945 Oct 21, 2014 2:46 PM Flag

    Support? Resistance? This company has been moving with the market. When things are going well investors jump in for the earnings potential and when the market tanks investors get out of high fliers. Today the market is going through the roof so UA is up big. Long term it is all about the earnings, which is predicated on UA managements initiatives.

  • rgchjr1945 rgchjr1945 Oct 21, 2014 2:26 PM Flag

    If you have ever known anyone with Crohns this is a life changer for them and the sooner they get the product the better. It always feels good to make money but also to invest in businesses that help people cope with these terrible diseases.

  • I copied the news on another post. PPS has moved to all time high today. This what can happen when good news is aligned with a strong day in the market. You hate to see these results wasted on a crappy market day. We are up almost $13 to over $379. Over the long run stocks are driven by growth in earnings, but in the short run the over all market has a big effect.

  • Sanofi (SNY) and partner Regeneron Pharmaceuticals, Inc. (REGN) announced that the first patients have been dosed in a phase III study, LIBERTY AD CHRONOS, on pipeline candidate dupilumab.

    Dupilumab works by blocking IL-4 and IL-13 signalling in adults and is being evaluated for the potential treatment of moderate-to-severe atopic dermatitis (AD.TO).

    We note that LIBERTY AD CHRONOS is the first study (n=700) of the five trials in the phase III program on dupilumab. The primary endpoint of the randomized, double-blind, placebo-controlled study is to evaluate the efficacy of dupilumab in adults suffering from moderate-to-severe AD when administered concomitantly with topical corticosteroids through 16 weeks. The secondary endpoint of the study is to evaluate the long-term safety and efficacy of dupilumab up to 52 weeks.

    Dupilumab was developed using Regeneron's pioneering VelocImmune technology. Apart from being evaluated for the treatment of AD, dupilumab is being evaluated for the potential treatment of asthma and chronic sinusitis with nasal polyposis.

    Last month, Regeneron and Sanofi announced that dupilumab has met all primary and secondary endpoints in a randomized, double-blind, placebo-controlled phase IIa proof-of-concept study. The study evaluated dupilumab in patients (50% underwent prior surgery) suffering from moderate-to-severe chronic sinusitis with nasal polyps who did not respond to intranasal corticosteroids. Of the total number of patients, 58% also suffered from asthma.

    The primary endpoint of the study was measured by the improvement in the size of nasal polyps. Dupilumab showed a statistically significant improvement in the size of nasal polyps. Moreover, dupilumab significantly improved objective measures of sinusitis by CT scan, nasal air flow and patient-reported symptoms including sense of smell, congestion, postnasal drip, runny nose and sleep disturbance.

    We are encouraged by the pipeline progress.

  • The global hydrogen generation market is estimated to reach $138.2 billion by 2019, with a projected CAGR of 5.9%, signifying an increase in demand for a clean and emission free power source that is hydrogen

    Hydrogen is the lightest and most common element which has a number of applications in chemical processing, petroleum recovery and refining, metal production and fabrication, aerospace, and fuel cells. The demand for hydrogen is largest in petroleum refinery and ammonia production. However, automotive fuel is an emerging sector with a huge potential in future. Hydrogen is considered to be environment friendly as electrochemical cells generate water vapor. Asia-Pacific is the leading market exhibiting high growth in hydrogen generation.

    During petroleum refining, hydrogen is used for desulfurization and thus, the requirement of hydrogen in refineries depends on the sulfur level present in petroleum products. With the decrease of sulfur level in petroleum products, hydrogen requirement per unit of oil (intensity) increases. Governments are regulating sulfur content in final petroleum products hence; the demand for hydrogen generation is increasing. Hydrogen presents a cleaner option when used as a fuel to generate electricity since; it is produced by the electrolysis of water using renewable energies like wind, solar, and hydro. However, hydrogen production also faces challenges, as it lacks proper transportation and distribution infrastructure.

    Airgas Inc. (U.S.), Air Products & Chemicals Inc. (U.S.), Linde AG (Germany), Praxair Inc. (U.S.), and Hydrogenics Corp. (Canada) are the major global players, in the hydrogen generation market.

    Posted 11:32 AM ET
    Big biotech Celgene (NASDAQ:CELG) rolled out more data on its new drug for Crohn's disease Tuesday, sending Celgene shares up 3% in the stock market today.
    On Monday, Celgene released the abstract on the phase two trial of GED-0301, also called Mongersen, which showed good results for patients after two weeks of taking the drug. On Tuesday, it presented the full data at the United European Gastroenterology Week in Vienna, revealing that four-week and 12-week data were also strong.
    ISI Group analyst was especially interested in the four-week data, since that gave him a point of comparison with drugs already on the market. At the 160-milligram dose, the remission rate for this period was 72%; for 40 mg it was 70%, while at 10 mg it was 29%. The remission rate for the placebo group was 14%, meaning that unlike in the two-week data, even the lowest dose of Mongersen produced a noticeable improvement.
    By comparison, Johnson & Johnson's (NYSE:JNJ) Remicade typically produced a remission rate of 48% after four weeks. Biogen Idec's (NASDAQ:BIIB) historic rate is 32%, while AbbVie's (NYSE:ABBV) Humira's is 28.5%.
    RBC Capital Markets analyst Michael Yee pointed out that these other drugs typically do $4 billion to $5 billion for the Crohn's disease indication (and they all have other indications in the immunology space since the diseases have similar mechanisms). He also noted that Mongersen's success continued in the 12-week data, with the highest-dose group maintaining a remission rate of 67%. There were no significant safety issues to report.

  • rgchjr1945 rgchjr1945 Oct 20, 2014 5:52 PM Flag

    In Jan 2000 the S&P hit 1498 and then sold off. In Jul 2007 it hit 1526 and then sold off failing to break out. Finally in Mar 2013 we broke out past 1560 and have continued to where we are today. that Mar 2013 break out was significant. It is only the 4th time since 1900 that the S&P or earlier the DOW broke out. Each led to massive secular bull markets, the shortest from 1923 - late 1929 and the longest Aug 1982 to Jan 2000. Now the question is how long does it run?? & years or 18 years. In between there will be small set backs like we see now but this is temporary. The 1982 - 2000 move went from around 140 to 1498 or just under 11 times in 18 years. The DOW did even better during that period. Growing companies like UA can really run during a long bull market.

  • Reply to

    DNKN Price Action

    by tgagrippa Oct 10, 2014 2:09 PM
    rgchjr1945 rgchjr1945 Oct 20, 2014 3:10 PM Flag

    And today it is up to $1.35 in mid afternoon trading. Often stocks that hang in tough during down drafts have good moves higher when the general market turns around. Maybe this a prediction of an earnings beat. A bunch of those West Coast franchises opened up and could start to propel earnings higher. Personally, I love their coffee. We buy bags of it both regular and decaf for after dinner.

  • Reply to

    Bigger then Earnings

    by dividendseeker Oct 19, 2014 7:04 PM
    rgchjr1945 rgchjr1945 Oct 20, 2014 2:32 PM Flag

    Nice call. Big announcement today on GED-301 and CELG up $4+. I have a decent investment here and tend not to follow it that closely. I listen to the conference calls and whenever they present at forums. I expect that CELG will contiue to move higher over time. They have a great pipe line and are well managed. I like stocks where I can trust the management. No BS just results.

    As an aside: I have known people with Crohns and I applaud these results from a non investing aspect.

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