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Anglo American plc Message Board

topinvestgun1 97 posts  |  Last Activity: 17 hours ago Member since: Oct 12, 2010
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  • Reply to

    Ready to rally!

    by angmar2000 Sep 20, 2014 1:50 PM
    topinvestgun1 topinvestgun1 17 hours ago Flag

    I see 45

  • Reply to

    Ready to rally!

    by angmar2000 Sep 20, 2014 1:50 PM
    topinvestgun1 topinvestgun1 17 hours ago Flag

    Agree. Tons of money earned, the earning from previous IPO will gradually flow in.
    New IPO will rack in more with rising assets bought.

  • topinvestgun1 topinvestgun1 17 hours ago Flag

    Look at BNN video, guest indicated that research showed Gold rise when Fed rises interest rate in an interest rising cycle. That's very interesting. Gorget the guess name commenting on China opening stock market

    Sentiment: Strong Buy

  • CEO's pledge means at least 15% return per year with cash and buyback. With 5% growth, that will add up to 20%. It is not bad an investment.
    1,500 new restaurants per year will be added world wide. The market in China is so hugh that it will ellipse that of US eventually. The increase middle class is embracing the western treat. Their adaptation to local culture such as veggie burger in India, bun in Japan just testimony of their sensitivity of local culture. Cherry blossom bun is a great hit iin Japan Veggie burger is welcomed by both Hindu and Muslim. MCD is more than just the big Mac that some analysts know. They probably never stepped out US. I encourage them try out the McArabia, and perhaps the McNoodle one day - oops , I slip out the secret too soon):. The point is MCD will keep putting money in our pockets and double in 5 years - not bad.

  • topinvestgun1 by topinvestgun1 Sep 20, 2014 7:29 PM Flag

    I would buy Oracle on a dip since it is more aggressive and coherent vision. Larry will focus on technology that can sell just like Steve Jobs. IBM needs someone like this, not accountant.

  • Reply to

    The 10% Cut for Skills Deficit

    by yield_of_my_dreams Sep 18, 2014 11:47 AM
    topinvestgun1 topinvestgun1 Sep 20, 2014 7:13 PM Flag

    BTW, how does IBM keep up with the mainframe obsoleting technology ? Anybody wants to learn IBM mainframe and get employed, please rise your hands, Amen.

  • Reply to

    The 10% Cut for Skills Deficit

    by yield_of_my_dreams Sep 18, 2014 11:47 AM
    topinvestgun1 topinvestgun1 Sep 20, 2014 7:05 PM Flag

    No, iBM seems to be in slave trade - pay 10 and charging client 100. No wonder the moral seems to be so low in IBM. It is the fault of leader who was selling the business applications not too long ago, then now change the mind in selling their hardware business, then the server business. Wow, you got to know which way the wind is blowing in IBM and in the mind of shifting "leadership". I think the tactic is a PR and HR blunder to fatten executive pocket. Well, people is the treasure of a company, if morale is low, and your solder is not fed well, how do you expect them to win the war? Some bright ppl has left IBM, no one in my tech friend circle wants to work for IBM these days. Nor, the graduates who see Google as cool, IBM as ???, Perhaps, the CEO job should go to India. Demanding at least 90% cut in pay. Let the shareholder raise that question in annual meeting. It is a global company , right? " Treat others in a way that you Treat yourself"

  • transportation recovery will lift all boats. Google, VOD, ACN, IBM, Constellation, CGI, GM, Ford are looking for growth in the Internet of Things, This is a perfect target for so many companies. I believe the poison pill is long gone. Management should consider alliance or out right sell to grow to the next tier. Strong balance sheet with so much cash will require 100% premium at least. Or return some to shareholders to reduce being the target of takeover.

    Sentiment: Strong Buy

  • It was in Yahoo news. That should lift the demand and force gold to be delivered.

  • topinvestgun1 topinvestgun1 Sep 20, 2014 5:14 PM Flag

    Collect the dividend while you wait. It will go ex-div. soon. Stock price is a perception. AUY business does not change a bit due to its stock price. If you believe that China and India consumes gold, and they are the growing market, then will be in demand with limited supply. Lower price will increase demand in half the population of the world, and decrease supply in the other half of the world. Simple logic to reason. Do know when, I have seen the inflation in my area going up. Big Mac goes up in price, utility goes up in price, my telephone bill goes up in price, my cable goes up as well.....If gold measures a basket of good, it will rise to equilibrium. You can be greedy when others are fearful.

    Sentiment: Strong Buy

  • topinvestgun1 topinvestgun1 Sep 20, 2014 8:05 AM Flag

    -.76 book value, you can't be wrong to buy at this price. Eventually, junior will stop producing, and strong co. like AUY will increase production to harvest the juicy reward. AUY all in cost in around 700-900, capex will be down once the new mine is onboard. Hopefully, GG will not buy it out to trump the reward of Osisko .

  • It is round about way to get Oskiko mine at bargain price.,

  • Reply to

    First time buyer at 90.99

    by hey_rob69 Sep 10, 2014 1:23 PM
    topinvestgun1 topinvestgun1 Sep 19, 2014 12:46 AM Flag

    trader on the news target 103. Increase dividend shows the confidence of management. I have seen hugh queue in Mcdonald with their promotional offers. The promotion can kill any competition. it is great value. I see customers in all age groups - from kids of 3, teenagers to man/women in all age groups.

  • 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

AAUKY
11.635-0.315(-2.64%)Sep 22 3:59 PMEDT

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