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Empresas ICA, S.A.B. de C.V. Message Board

warnbeeb 69 posts  |  Last Activity: Dec 19, 2014 8:52 PM Member since: Apr 8, 1998
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  • Reply to

    T raises dividend 2.2% !!!!!!!!!!!!!!!!!!

    by treword63 Dec 19, 2014 2:23 PM
    warnbeeb warnbeeb Dec 19, 2014 8:52 PM Flag

    DTV is satellite. Pipes to your house are going away.

  • Reply to

    T raises dividend 2.2% !!!!!!!!!!!!!!!!!!

    by treword63 Dec 19, 2014 2:23 PM
    warnbeeb warnbeeb Dec 19, 2014 2:58 PM Flag

    This dividend is more than safe. Any time AT&T pays over 5.5% dividend it's a buy. When it drops below 4% it's a sell.
    I happen to believe that T was shrewd to buy DirectTV. Cable is doomed long term. I believe in a year or two T's growth will reaccelerate and the dividend will continue to inch up. DRIP the dividend. Sleep well at night.
    This is not a growth stock. This is a value/income stock. If you're under 45 yrs. old you don't need to own T.

  • Reply to

    Does GSK withold foriegn tax on dividend?

    by warnbeeb Dec 16, 2014 10:48 AM
    warnbeeb warnbeeb Dec 16, 2014 4:49 PM Flag

    Thank you. IMO GLX will not cut that dividend even thought the ration appears to be pretty high. If she drops under $40 I'm thinking it's an excellent long term, income, value play.

  • Or is GSK an ADR, in which case it shouldn't be.

    Any long time holders?

  • Reply to

    Invest For The Long Term

    by longballsd Dec 15, 2014 3:59 PM
    warnbeeb warnbeeb Dec 15, 2014 6:06 PM Flag

    I'm a long term BP shareholder who has dripped every share I've ever been given. Even as the current share price has taken all my cap gains (on paper) I am about even after 5+ years off owning BP.
    IMHO BP will go below $30. We're getting more shares this week. Makes the pain a little more bearable. I might buy more shares when the bankruptcy talk starts up again. For now. Trying not to watch.....but I won't sell.

  • Reply to

    8 cents

    by saltshakers121 Dec 9, 2014 11:07 AM
    warnbeeb warnbeeb Dec 15, 2014 9:42 AM Flag

    Look at their income statement, balance sheet and cash flow statements.
    They're awful. No growth. None. Flat at best.
    The stock gets diluted, diluted, diluted every 6 mos. They have barely any equity.
    Nope, they don't borrow money cuz no one will lend it to them other than against accts. receiveable.
    It will never get to 8 cents. It's going to 2 cents.

  • warnbeeb warnbeeb Dec 12, 2014 10:39 PM Flag

    Operating and net income are improving even as sales are flat. Positive cash flow. Debt service and dividend are covered. This is an income, not growth stock. Drip the dividends for 10 years and you'll be up nicely.

  • warnbeeb warnbeeb Dec 10, 2014 12:06 PM Flag

    People....don't panic. There are going to be some take overs coming. Companies with decent reserves are going to be bought up. COP won't have to explore for new reserves. Just buy 'em. This is painful but the dividend will hold and dropping back into the $50's will not surprise me. I will buy more COP in the $55 range. The small drillers and the energy infrastructure plays are getting creamed. COP, BP, TOT, XOM, CHV......buy 'em. Petrobras is a steal (even as I am a little shy re. buying foreign oil plays as their currencies are so bad now.) COP will be fine. Sleep well my friends.

  • Reply to

    What's with the pop?

    by sigurdueland Dec 3, 2014 9:59 AM
    warnbeeb warnbeeb Dec 3, 2014 8:13 PM Flag

    Thank you

  • Reply to

    What's with the pop?

    by sigurdueland Dec 3, 2014 9:59 AM
    warnbeeb warnbeeb Dec 3, 2014 3:56 PM Flag

    Link? I see no news. I see no reference to insider buy.

  • Reply to

    Think About It...

    by mooseonaplane Dec 1, 2014 2:14 PM
    warnbeeb warnbeeb Dec 1, 2014 2:32 PM Flag

    This drop in oil/gas prices is having a similar effect to QE. More money now available for stuff other than oil and gas. I don't see that lasting. I say give it 6 months. I agree with you that QE will start up again. I'm not even sure the US Fed will raise interest rates this year. I just don't see it.

  • Reply to

    Gold - 6000 Year Bubble

    by lwbd2014 Nov 28, 2014 8:44 AM
    warnbeeb warnbeeb Nov 28, 2014 2:27 PM Flag

    Agree. Absurd statement.
    Several years ago, in Canada, I tread a fascinating piece about why gold really does have value. Basically, it's a fundamental definition of value. It's like a BTU (British Thermal Unit). BTUs are used to define different values to different kinds of energy. Coal vs oil vs nat gas vs peat moss vs wood vs uranium, etc. Each kind of energy has some value in terms of BTUs. The BTU is really nothing. It's just a measure. Like a second or an hour or a year. They're fixed. How do you measure money? It's value? Different currencies. They're just paper. They too are meaningless. They are only worth what someone says they are. But why?
    Money needs to have something to measure it by. And it has to be repeatable and universally equal everywhere. So a house or an acre of crop land or Van Gogh painting can't be used because none of them are universal. There's only 1 Van Gogh of each painting. Land and buildings are different everywhere and they can't be moved. You could use another commodity, but corn and oil and pork bellies are not eternal. They can be easily reproduced. They get used up. They are easily replaceable.
    Only gold. It's rare. It's potable. It's equal everywhere (in purity....not price). It is the only, albeit not perfect....there is no perfect measure for currencies....that can be used all over the world to measure the value of anything you have. A house, a farm, dollars, euros, bushels of wheat....whatever. It's tangible. Nope...it's not good for much other than jewelry.....but it's rare and it has value as it can be used as a universal measure....like a BTU is for different forms of energy.....for any other asset.

    Gold will never, never, ever be obsolete. Countries come and go. Currencies come and go. Companies come and go. Gold is eternal. I own some. It's not the most important asset I own. Right now, however, it's the most undervalued asset I own. I'm not selling.

  • Reply to

    Winter in Canada has to be fierce

    by callmemsgeek Nov 24, 2014 10:56 AM
    warnbeeb warnbeeb Nov 25, 2014 5:20 PM Flag

    They won't be mining anything this winter. At best, planning and engineering work. Plotting. Keeping roads open. This area is remote. It does have roads in to the area, but man....it's not an easy place to do any heavy lifting from December to April.

  • Reply to

    Save Our Swiss Gold

    by lwbd2014 Nov 24, 2014 3:38 PM
    warnbeeb warnbeeb Nov 25, 2014 5:12 PM Flag

    I doubt it passes, but I also doubt gold drops on the news. The current price of gold already factors in the Swiss defeat IMHO.
    Gold has bottomed. ABX will be above $20 in '15. ABX will be above $40 in "17.

  • Reply to

    Impressive Run for ABX has Started

    by lwbd2014 Nov 17, 2014 1:52 PM
    warnbeeb warnbeeb Nov 18, 2014 4:06 PM Flag

    I'll be very surprised if the Swiss #$%$pprove their gold referendum.
    Even still, ABX is w#$%$#$%$#$%$#$%$y oversold. I see mid-teens e#$%$sy in next few weeks, months. $20 in '15. Gold is the most oversold, underv#$%$lued #$%$sset cl#$%$ss in the world. Miners even worse.
    Gold will eventu#$%$lly be worth 2x the DOW. So...either the DOW drops #$%$ lot (DOW =1000 #$%$nd Gold = $2000) or Gold goes up #$%$ lot (DOW #$%$t 2000 #$%$nd Gold #$%$t $4000). Either w#$%$y, Gold #$%$nd ABX will be worth more when th#$%$t h#$%$ppens.

  • Great earnings. Beat expectations and raised estimates. In the sweet spot. It will back and fill, but I could see $30/sh in 2015. Im just going to hold my shares for now.

  • warnbeeb warnbeeb Nov 12, 2014 12:00 PM Flag

    Remember the stock is ex-dividend today for .26. That's a big part of today's move. Don't worry about it.
    Positive points re. RRD:
    market cap to enterprise value is 50%
    price to sales is 30%
    enterprise value/EBITA is a very low 6
    Forward P/E is 10
    Dividend yield 6%

    The only concern I have is the payout ratio on the dividend is essentially 100%. Clearly, if RRD continues to grow earnings....and it is projected to do so....this final point will be moot.

  • Reply to

    So this is the "big one"

    by biofueltipster Nov 7, 2014 9:51 AM
    warnbeeb warnbeeb Nov 7, 2014 9:57 AM Flag

    Good news, bad news.

    Good news. The stock didn't tank. When it doesn't go down big on worse than expected news, that could mean the bottom is around here.

    Bad news. Delaying the report and taking an unexpected write down is worse news than I expected.

    I'm not buying on this news. But it's not a sell here either.

  • Reply to

    Stock Price Drop Dramatic

    by oldexbanker Nov 6, 2014 5:45 PM
    warnbeeb warnbeeb Nov 6, 2014 6:58 PM Flag

    No. I believe they made earnings estimates by cutting costs. They laid off over 4% of their work force in last qtr? loss of IDEXX revenue hasn't even shown up yet. I was surprised that it got back to the $160+ level in past 3 weeks. If it gets under $140 if might be worth another look.

  • Reply to

    Real tug of war going on here.......

    by jdellie Nov 6, 2014 11:55 AM
    warnbeeb warnbeeb Nov 6, 2014 2:10 PM Flag

    I'm expecting a dreadful report and probably a reduced guidance report. I expect the stock to be down tomorrow.
    I also think that come Jan 1, RIG and oil services will be the first sector to see a spike in buying. Not this year. Next.

ICA
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