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Honda Motor Co., Ltd. Message Board

superiorbalancesheets 57 posts  |  Last Activity: Aug 26, 2015 4:17 PM Member since: Dec 9, 2006
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  • Reply to

    No Quick Run UP

    by roostereyes Aug 26, 2015 8:28 AM
    superiorbalancesheets superiorbalancesheets Aug 26, 2015 4:17 PM Flag

    CALM is one of the best investments beating 95% of the rest of the stock market long term.
    Expect a quick run up when investors become educated about the egg business.
    I don't know about getting rich or not because that is totally subjective and personal.
    Call premiums indicate a major upward movement in this stock on earnings.
    Shorts are the best friends longs can possibly have on a stock of a company that provides a basic human needs food item (all essential amino acids at a reasonable price).
    CALM has superior fundamentals / balance sheet and by far one of the best growth rates in the World.
    The egg business is NOT complicated unless the egg producer / farmer fails to respect the need for absolute isolation of the flock from outside disease sources (feed, water, birds, humans, uniforms, cleanliness). Standard management procedures that have prevailed for decades are the recipe for success.

  • Reply to

    Who are the shorts? Who are the analysts?

    by ayaghsizian Aug 25, 2015 5:06 PM
    superiorbalancesheets superiorbalancesheets Aug 25, 2015 9:16 PM Flag

    There have been an extremely high short position on this stock for 10 years.
    In that time, the stock has risen more than 95% of all stocks on the market.
    Do your own analysis and you will do just fine.
    The shorts side is "negative hope springs eternal".
    It really doesn't matter what earnings are on this stock because it is a very nice long term upward trend that brings the dividend up along with it.

  • superiorbalancesheets superiorbalancesheets Aug 25, 2015 7:11 PM Flag

    Price/Book 1.11 or about 35% below standard value stock for a REIT.

    Sentiment: Strong Buy

  • Reply to

    EXCELLENT RESULTS

    by kerncob999 Aug 25, 2015 4:37 PM
    superiorbalancesheets superiorbalancesheets Aug 25, 2015 6:59 PM Flag

    Quarter to quarter delta.
    Nice growth on balance sheet with stockholder equity now $463,766,000 from $426,911,000 previous quarter.
    Even more interesting is accounts payable down: Now $19,195,000 down from: $28,899,000 previous quarter.
    I did not compare the even more impressive year-on-year but it is in the quarterly report.
    Reviewed the whole balance sheet and projections / guidance which appears to be only one upcoming expense that different and that is for improvements to LCI owned buildings for FY 2016.

    FY 2016 revenue guidance and gross margins look excellent also on revenue projections.

  • Reply to

    ZERO DEBT

    by coffeenote20 Aug 14, 2015 10:37 AM
    superiorbalancesheets superiorbalancesheets Aug 20, 2015 11:40 AM Flag

    $7.50 cash, which, in effect adjusts the stock price to $22.70 rounded.
    Using the $22.50 you can then adjust its intrinsic value / true p/e ratio under 14 for next year.
    This is they type of stock you want to own when:
    1. Interest rates could rise because it is cash rich.
    2. When the military is looking more and more at robotic ground activities because it is a leader and could become a takeover.
    3. It is on the verge of releasing a product that could double its revenue in the form of robotic lawnmowers. Great for an aging population.

  • superiorbalancesheets by superiorbalancesheets Aug 20, 2015 10:00 AM Flag

    If one were to buy CALM at $50.25 and sell the February 2016 $55 strike price calls, when called /assigned (likely it would happen based on historical appreciation of CALM).... the annualized return would be 23.25%.

    Not bad for a boring food item that provides just about the perfect balanced diet nutrients needed for humans. It is the near perfect essential amino acid combination along with vitamins and minerals. The only missing item is vitamin C and that can be taken care of with your vegetables, fruits or supplement. I know of one person who ate eggs & bananas for 1 year and he was able to reduce his weight from 245 down to 155. Lowest cost source of protein.

  • superiorbalancesheets by superiorbalancesheets Aug 17, 2015 5:52 PM Flag

    I retired from the egg business.
    Strong buy.

    Sentiment: Strong Buy

  • superiorbalancesheets by superiorbalancesheets Aug 14, 2015 11:24 AM Flag

    Anyone seen an estimated retail price? TIA

  • superiorbalancesheets by superiorbalancesheets Aug 13, 2015 1:56 PM Flag

    PEG of .15 and P/E about 8.
    Normally you would determine the value of a stock by dividing the current stock price by its PEG ratio and then adding cash/share, dividend/share and subtracting debt per share.

    CALM would command such an astronomical stock price using that formula so, suffice to say, one can simply say CALM is significantly under priced.

    The reason this formula won't work is CALM earnings are likely to be extremely high.
    Thus valuation is just a math exercise.
    PEG is 0.15: 53.50 / .15 = $356
    Cash is is 5.33: 356 + 5 = $361
    Debt is about 0.50: 361 - .5 = $360
    Projected dividend: 1.27 = $361

  • Reply to

    Dear Dolph and Tim

    by chillb67 Aug 12, 2015 7:53 PM
    superiorbalancesheets superiorbalancesheets Aug 13, 2015 11:43 AM Flag

    Buybacks accomplish nothing except to provide a cost to do it which involves musical chair exercise of shifting money around from cash to less cash on the balance sheet and fewer shares.

    Also buybacks mess up the very clear dividend policy of this company and more legal expense changing that policy.

    Hedge funds and short term traders like buybacks as a temporary way to increase stock prices. They are not really investors at all but rather gamblers.

    Dividends are far better and that is the best policy for long term investors.
    Buybacks would also result in lower dividends based on their dividend formula.

    This company has one of the very best long term stock appreciation histories of all stocks on the stock market.

    Sentiment: Strong Buy

  • superiorbalancesheets by superiorbalancesheets Aug 12, 2015 5:02 PM Flag

    $1.02 per share beating estimates of $1.00 before special items.

  • Reply to

    South East Urner Barry @2.97

    by eatbrowneggs Aug 11, 2015 11:33 AM
    superiorbalancesheets superiorbalancesheets Aug 12, 2015 3:18 PM Flag

    1. Forced molting would not be done on any layers until they have been in production for a year. In other words, it definitely is not worth it prior to 18 months age and thus would impact only a portion of layers.
    2. Molting process requires about 10 days of restricting water and /or feed causing severe stress to the layers, a phenomenon often regarded as cruelty by some.
    3. After the forced molt ends, there is an extended period during which the layers recover before they start laying again. They eat more food during this period.
    4. When they start producing eggs again they will lay fewer eggs but their eggs will be slightly larger than before.
    I do not know of any producer using forced molting in 2015 other than backyard folks which doesn't amount to more than a hill of beans.

    Sentiment: Strong Buy

  • superiorbalancesheets by superiorbalancesheets Aug 11, 2015 1:52 PM Flag

    DGX and LH will benefit.

  • superiorbalancesheets superiorbalancesheets Aug 10, 2015 11:16 AM Flag

    I also reviewed to my satisfaction all SEC filings by ANFI and all correspondence between SEC and ANFI (sec dot gov).

    Sentiment: Strong Buy

  • Reply to

    Nice video showing plant operations

    by apemancommeth Aug 7, 2015 3:57 PM
    superiorbalancesheets superiorbalancesheets Aug 7, 2015 4:16 PM Flag

    For those who cannot or do not want to cook, go to a restaurant such as Lebanese or Indian and eat some vegetable biriyani or chicken Biriyani (or your favorite main dish). You'll love the taste.

    Sentiment: Strong Buy

  • superiorbalancesheets superiorbalancesheets Aug 5, 2015 1:59 PM Flag

    100,000 metric tons worth of reasons ANFI should rise.
    I assume that is 220,000 tons when converted to pound tons.

    Sentiment: Strong Buy

  • Reply to

    Back to the 30's

    by rzipper1 Aug 1, 2015 7:12 AM
    superiorbalancesheets superiorbalancesheets Aug 3, 2015 8:54 AM Flag

    Buy low.
    Sell high.
    PPC is now low.
    When PPC is over $32, it goes into a high range.

    Sentiment: Strong Buy

  • Reply to

    short interest up again

    by alloj_al Jul 25, 2015 11:04 AM
    superiorbalancesheets superiorbalancesheets Jul 31, 2015 10:14 AM Flag

    Love shorts.
    --Retired chicken farmer

  • superiorbalancesheets by superiorbalancesheets Jul 30, 2015 10:13 AM Flag

    Opposed to a 45 mile electric transmission line.
    Crazy rebukelicants.

    Sentiment: Strong Buy

  • Makes no sense that AMAT is whacked as much as the legacy chip makers since it makes the equipment for all old & new chip manufacturers of ALL types.

    Sentiment: Strong Buy

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