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The Coca-Cola Company Message Board

smb_gt 12 posts  |  Last Activity: Jun 18, 2015 5:43 PM Member since: Dec 2, 2009
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  • Reply to

    What's this "Premium Valuation"...

    by drensber Jun 18, 2015 2:32 PM
    smb_gt smb_gt Jun 18, 2015 5:43 PM Flag

    You are correct. LUV is NOT getting premium valuation, but LUV certainly deserves a premium. Unlike the other debt-laden airlines (some of which are only around after going bankrupt), Southwest is the ONLY airline that has consistently made a profit, even during the recession.

  • Reply to

    Insider Selling

    by richrusso300 May 13, 2015 11:56 AM
    smb_gt smb_gt May 13, 2015 3:27 PM Flag

    I believe you and your rationale; however... Some say the market is always right, or as you suggest, the very discounted stock price is because the forward EPS is going to be $4 instead of $5. There are plenty of times that the market is wrong. The market can't be right all the time or there would NEVER be large, sudden moves in a particular stock. KORS has been in a downtrend for quite some time. Momentum, whether positive or negative, almost always causes the market to be wrong, aka overshoot. In the case of KORS, the risk/reward SEEMS to be there. Expectations are low and the stock price is low.

  • Reply to

    Insider Selling

    by richrusso300 May 13, 2015 11:56 AM
    smb_gt smb_gt May 13, 2015 1:47 PM Flag

    KORS earnings have typically surprised to the upside. It seems that too much pessimism is built into the current price. Sure, sales growth is no longer 50% per year, but there still is strong growth ( 20%). For this growth and with no debt, KORS should get a premium P/E multiplier of 18, $5 x 18 = $90 per share. Even with an average P/E multiplier of 15, KORS would be priced at $75 per share. Instead, this growth company is being valued at a P/E around 12. Seems like a screaming buy.

  • smb_gt smb_gt Apr 29, 2015 11:50 PM Flag

    Earnings and outlook were good. For what it's worth, S&P upgraded GLW today from hold to buy...and raised price target to $27.

  • smb_gt smb_gt Apr 28, 2015 10:50 AM Flag

    Well said! A few more points..
    1) While the other home builders have missed on earnings, DHI's strong results stand out; DHI is as best-of-breed.
    2) DHI has chosen to aggressively target first-time buyers. Although this market means lower avg prices and margins, this is the fastest growing segment...plenty of revenue and profit to be made.
    3) When the fed starts to increase rates, home buyers will hop off the fence, rushing to buy while mortgage rates are low...knowing the longer they wait, the higher the rates will be.
    4) Unlike multi-national companies, US home builders don't have the worries of currency headwinds.

  • Earnings inline with expectations and outlook reduced by 3-5%...yet stock down over 10%. Apply a normal p/e of 15, then even at the low end of forecast, XRX is a $15 stock.

  • Reply to

    I like my chances!

    by bowersm87 Apr 22, 2015 10:43 AM
    smb_gt smb_gt Apr 23, 2015 8:16 AM Flag

    If bad news has been leaked, the price stabilization is indication that the bad news is already in the stock price. A timely earnings release (next Wednesday before market opens) seems to be good delay, no restatement, no sneaky Friday release after market closes. At this point, good news will make ICON shoot up...even bad news that offers clarity could make ICON rise.

  • Reply to

    Hint of late earnings release?

    by t_mcc Apr 22, 2015 3:35 PM
    smb_gt smb_gt Apr 22, 2015 8:57 PM Flag

    They are releasing earnings next Wednesday before the market opens. No delay. No restatement. No cowardly release Friday after market closes. To me, it seems management (those who haven't been fired/resigned) is anxious to set the record straight. Shorts beware.

  • smb_gt smb_gt Apr 21, 2015 1:11 PM Flag

    This is "normal" profit taking. There are a lot of people who got in below $25 who are cashing in now. Soon (today?) the new floor should be in...then GE should resume the upward trend. Keep in mind there was a lot of "smart" money buying a few days ago above $28. Those buyers will be rewarded too. Factor in the decent dividend and one of the biggest stock buybacks in history, GE is a safe (albeit conservative) place to park your money for the next couple years.

  • Reply to

    Be afraid...

    by jetcloud100 Apr 20, 2015 4:11 PM
    smb_gt smb_gt Apr 21, 2015 9:25 AM Flag

    Good points. However, with a 20% drop yesterday and 20x normal volume, this stock has already been punished severely. Shorts have made money (helped by rumors and articles by shorts). The "easy" money has been made. On any hint of positive news (or even neutral to negative news that provides some clarity), ICON will shoot up.

  • Reply to

    Be afraid...

    by jetcloud100 Apr 20, 2015 4:11 PM
    smb_gt smb_gt Apr 20, 2015 4:33 PM Flag

    With earnings announcement just around the corner, there's not much they can say (quiet period). They did say there is no plan to fill the COO position. Reading between the lines, the company is saying the COO won't be missed. Today's volume and price action look like capitulation. While the price could down further, there is far less downside risk than upside potential. This is the same company/stock that was selling for over $35 a month ago. What's changed? A couple of bad/underperforming executives got the boot. Oversold!

  • Is Google going to pay the shareholders of GOOG the difference between the market price of GOOG and GOOGL? It's been about a year since Google split, so this payment should happen soon...or did it already happen?

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