Tue, Sep 16, 2014, 1:36 AM EDT - U.S. Markets open in 7 hrs 54 mins

Recent

% | $
Quotes you view appear here for quick access.

Voya Financial, Inc. Message Board

topinvestgun1 235 posts  |  Last Activity: Sep 14, 2014 10:19 PM Member since: Oct 12, 2010
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • topinvestgun1 topinvestgun1 Sep 14, 2014 10:19 PM Flag

    let use see who got the trump card , call option at 8 and 9 dollars are fully loaded big time, and ready to fire.

  • Yamana will make money at the current low all in cost regardless. War seems to be a friend of gold.

  • topinvestgun1 topinvestgun1 Sep 13, 2014 10:02 PM Flag

    When you factor in the low beta of 0.45, this stock proves to be a stable steady grower in volatile and clam time and worth lot more than cyclical stocks. In other words, with its proven monopoly power in the breakfast hours, convenient locations, convenience the soon extended Mcbrunch, you will be rewarded. China middle class will be double in few years and lots of headroom to grow where they welcome the iconic McDonald. Their scale and size can cannibalize any competitors,. Who else got an University with scientific precision management that constantly monitor user experience and innovate. I chat with an insider that they fine tune the process to the second. Now, that's impressive.

    Sentiment: Strong Buy

  • topinvestgun1 topinvestgun1 Sep 11, 2014 11:53 PM Flag

    Flight to quality is the motto. I will go to Mcdonald for breaskfast tomorrrow. It is a pit stop for many ppl. it has monopolize the breakfast market. Starbuck's breakfast is a joke. If I pay that expense marked up cold cookies, I would be at home. McDonald offers convenience, and value. The volume is hugh. Every time I buy food at McDonald, I smile because it is my investment at work and many happy customers around me - young, middle age and old. The renovated restaurant with TV and news paper just top notched. Keep the great work and expanding globally and keep on growing. 20 billion dollars buyback and div. shows shareholder friendly co. with great management that I can trust.

    Sentiment: Strong Buy

  • Reply to

    to Topinvestgun1

    by variousmarkets Sep 9, 2014 12:57 PM
    topinvestgun1 topinvestgun1 Sep 11, 2014 1:08 AM Flag

    BTW, he might have violated the principle of his teacher Benjaman Graham's safety rule - only buy co. with book values times P/E less than 21. In this case, IBM 12* 10 = 120. It is easily to overlook one metric.

  • Reply to

    to Topinvestgun1

    by variousmarkets Sep 9, 2014 12:57 PM
    topinvestgun1 topinvestgun1 Sep 11, 2014 1:01 AM Flag

    I did invite him for a buyout suggestion on DFS. His lunch is too expansive. DFS is 1/6 the size of IBM and generating half of what IBM generating in cash. I am still waiting for him to strike. I like co. with proven growth, great cash generating ability, great balance sheet, proven management, great co. culture & morale, increasing div., buyback shares, visionary strategy, great momentum, IBM is unfortunately, failed few of my checklist items. Perhaps, Warren Buffet has the patience, I wouldn't count on his understanding on Cloud computing, Hapdoop. and new technology innovation. Technology changes by day. Large Co. is setting up their own IT shop globally in India , China and Russia and bypassing the vendor now and software is being commoditized as the open source movement entrenched. The political headwind in Russia & China is not something his team has expected. He is venturing out perhaps his sphere of understanding.

    Sentiment: Strong Sell

  • Reply to

    Low hanging fruit = Take Over Candidate

    by bollingr_band Sep 4, 2014 12:05 PM
    topinvestgun1 topinvestgun1 Sep 8, 2014 10:27 PM Flag

    Gold corp can take this out alone or join force with another miner. Yes, buying assets below book value cannot be wrong

    Sentiment: Strong Buy

  • Reply to

    Why such a high ROE?

    by jschmitz47 Sep 8, 2014 4:38 PM
    topinvestgun1 topinvestgun1 Sep 8, 2014 10:10 PM Flag

    It also mean if you take the 132 billions of assets minus the 110 billions of liability = 22 billions left in IBM. Now, if you take the 32 billions of yesteryear goodwill from the remaining 22 billions from the book of IBM, you left with a bankrupted company that worth nothing - without any change!. If you liquidate IBM today, you don't get a dime back. Another way to look at it, book value at 10.32 times mean you pay way too much for it at this price. Microsoft is only 4.2 times book.

    Sentiment: Strong Sell

  • Reply to

    SCCO insider buys...hmmm.

    by cthekingdom Sep 7, 2014 5:15 PM
    topinvestgun1 topinvestgun1 Sep 8, 2014 12:07 AM Flag

    I should correct it to say 1.8 million with the Marlatic mine coming on board. Check out the BNN interview with AUY CEO on the excellent growth with the ramp up of Cap ex. is completed and AuY is at an inflection point of high cash flow generation. . It's on the AUY company web site. I will stay cool with AUY. That will be 1.8/1.1 = 63% growth.

  • Reply to

    SCCO insider buys...hmmm.

    by cthekingdom Sep 7, 2014 5:15 PM
    topinvestgun1 topinvestgun1 Sep 7, 2014 10:14 PM Flag

    The Company expects production in 2013 to be between 1.32 and 1.37 million GEO.
    Before the addition of the high grade Malartic mine, the growth will be towards 1.7 million GEO. With malatic mine, it will be more. The bonus is the increase Gold price from demand from China and India which are changing the dynamic of Gold market dramatically. This year demand will be higher than last year with improved Chima economy and gvt. purchase of gold to position Yuen as world currency. The risk reward ratio is very good at this strong support price.

    In 2014, AUY expects to produce between 1.4 and 1.5 million GEO.

    In 2015, the Company expects to produce over 1.55 million GEO.

    Production expectations include over eight million ounces of annual silver production in 2013 through 2015.

    Copper production at Chapada is expected to average 130 million pounds per year for 2013 through 2015.

    The average cost structure per GEO for 2014 to 2015 is expected to be below:

    All-in sustaining by-product cash costs $ 850
    ----------------------------------------------------------------------------
    All-in sustaining co-product cash costs $ 925
    ----------------------------------------------------------------------------

    In 2015, the Company now expects to produce over 1.55 million GEO.

    Sentiment: Strong Buy

  • Reply to

    SCCO insider buys...hmmm.

    by cthekingdom Sep 7, 2014 5:15 PM
    topinvestgun1 topinvestgun1 Sep 7, 2014 9:57 PM Flag

    It shows both insiders are bullish on Copper , and to a degree on Gold. AUY will increase production with all in costs lower than 1000, probably at 924. It will increase earning regardless if gold price increase or not. 6 analysts with strong buys and 14 with buys, The Canadian Malartic mine all in cost is only 695. The street expects a strong next quarter , and high quality growth for 2015 and 2016. I will expect AUY outperform GDX.

    Sentiment: Strong Buy

  • Reply to

    I will posit

    by iamgarce Aug 31, 2014 8:13 AM
    topinvestgun1 topinvestgun1 Sep 7, 2014 9:16 PM Flag

    IBM will have another excuse next quarter for declining sales - Russia sanction. 3 Billions of sales now is out of the windows shared between IBM and HP of a 76% share of the 8.1 billions sales per year. News is that it hurts sales of IBM. I guess IBM will have to borrow more to make up the numbers. Check on Bloomberg "Russia to Reduce Reliance on Microsoft, IBM After Sanctions " .

    Sentiment: Strong Sell

  • Reply to

    SCCO insider buys...hmmm.

    by cthekingdom Sep 7, 2014 5:15 PM
    topinvestgun1 topinvestgun1 Sep 7, 2014 6:45 PM Flag

    I would buy Freeport FCX since the chairman bought close to 1 Billions dollars together with CFO

    Sentiment: Strong Buy

  • topinvestgun1 topinvestgun1 Sep 7, 2014 3:35 PM Flag

    Yamada's production is increasing and bought great Canadian Assets at great price when gold is cheap. Technical , RSi is hitting the trough at 0.2 and would be a possible entry point. I see the inflation going up rapidly in my area. It is evident that the food, hone bill, fast food etc. , it has gone up more than 5%. Overall, inflation will rise along with the bull run on gold.

    Sentiment: Strong Buy

  • Reply to

    Fast action by China

    by goldmanpillageandsack Sep 2, 2014 4:20 AM
    topinvestgun1 topinvestgun1 Sep 3, 2014 8:13 AM Flag

    The Chinese is also building a new canal above Panama that is strategic. Similarly , it is buying gold to position Yuen as another world currency. Gold will rally once its manufacturing number reflects the boom in China again. I believe that the US and Euro govt cannot delivery the gold bar that they sold. Well AUY is below book value with high quality asset, and increase production. It is a safe bet for a double

  • Reply to

    Is MCD a buy?

    by mdn0403 Aug 30, 2014 9:42 PM
    topinvestgun1 topinvestgun1 Sep 3, 2014 6:16 AM Flag

    The lower stock price will quicken the stock repurchase of the 20 billions targeted. I would not want to stock to rise while it is buying back stocks. I am in for the long term growth , you cannot be wrong with a company that has 35% ROE.

  • Reply to

    To Topinvestgun

    by variousmarkets Sep 1, 2014 12:58 PM
    topinvestgun1 topinvestgun1 Sep 1, 2014 8:05 PM Flag

    If I were to pick a company to use leverage smartly, I would pick BlackStone BX for the run instead of IBM. BX offers 6.7% div.. The acquisition made in 2010+ are bearing lots of fruits and provides much much faster growth than IBM with an arguably lower risk profile than IBM in an recovering economy. Merger and acquisitions are evident. If IBM can stop declining sales, yet to see in 2 years time. Sometimes, you have to trust the chart, momentum, tand the collective wisdom of the market. Forward P/E of 9.x is cheaper than IBM with a long runway to grow.

    Sentiment: Strong Sell

  • Reply to

    To Topinvestgun

    by variousmarkets Sep 1, 2014 12:58 PM
    topinvestgun1 topinvestgun1 Sep 1, 2014 6:02 PM Flag

    IBM pays more to borrow on debt market as sales decline. See the article in Bloomberg.. Cloud is threaten IBM as the industry is going through sea change for big iron. Otherwise, you would have seen sales growth.
    Short ratio for IBM shots up to historical high again this month. I will not fight the pro. traders. At least avoid being as casaulty. You could be right to hold IBM as dead money with high risk tolerance. I would consider AIG instead with 15% growth per year on a upward trend fundamentally and technically.

    I'll buy IBM when it shows me the money. 190 billions market cap generating (12- 6.9 billions) = 5.1 billions with declining sales. I based my analysis on 5.1 billions - 7 billions cash flow on conservative side. Sorry, i just cannot arrive at a price of 190. When the sales decline stop, then I may go back in. CEO does financial engineering when it has no where to grow, sad. The market does not like companies with declining sales and increasing debt. GM and GE are getting out of the business of financing clients, IBM is taking on undue risks.

    http://www.bloomberg.com/news/2014-02-10/ibm-pays-up-for-new-debt-as-revenue-contracts-corporate-finance.html

    Sentiment: Strong Sell

  • Reply to

    Is MCD a buy?

    by mdn0403 Aug 30, 2014 9:42 PM
    topinvestgun1 topinvestgun1 Sep 1, 2014 1:27 AM Flag

    20 billions buyback by 2016. It's a no brainer to have steady gorwing, shareholder friendly co. that is selling on cheap due to one time event of a supplier. MCD has excellent management, increased margin due to coffee and drinks. I expect 15% return per year easily and double in 5 years. It is a sleep well at night stock that is proven through recessionary time with enduring cash generation and toll collecting ability.

    Sentiment: Strong Buy

  • Reply to

    I will posit

    by iamgarce Aug 31, 2014 8:13 AM
    topinvestgun1 topinvestgun1 Sep 1, 2014 1:23 AM Flag

    Hi , pal, read carefully, 6.9 billions of cash was from borrowing to make up the 12 billions. This seems to be an astoning feat in "cash generation" ability. If it is a small cap, I will think it is ponzi scheme. Borrow to pay investors. Also, 32 billions goodwill on the books that could face big write down with obsoleting technology of yesteryears. Show me the growth first before I believe it. Their cloud is two years behind, talk to techie, no one wants cloud from an elephant that does not dance. I believe the misleading growth in cloud was from the purchased small companies and not from organic growth. This again shows they are late to the game. Cheap Cheap application is available from Microsoft, Google and open source libraries. the business model has changed. So, the question is how much you want to pay for a company that does not grow but with declining sales.

VOYA
39.56-0.02(-0.05%)Sep 15 4:02 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Avanir Pharmaceuticals, Inc.
NasdaqGSMon, Sep 15, 2014 4:00 PM EDT
JDS Uniphase Corporation
NasdaqGSMon, Sep 15, 2014 4:15 PM EDT
21Vianet Group, Inc.
NasdaqGSMon, Sep 15, 2014 4:00 PM EDT