ha bobby, do you think bxs is the north ms mafia?? thats absurd if you think there are any kind of unethical deals going on.... between this and your vf factory outlet thoughts i believe i'll be writting off all your future posts
missed the boat? when this thing hits 2 bucks you are looking at 20% gain in no time... plus divis all the way.
Sentiment: Strong Buy
i'm with freshbread on this one.... market is finally realizing full value. p/e expansion was due to it be undervalued like a mother fukcer. and with over 100k traded today at 1.80+, clearly the market doesn't think it is overvalued at the moment.
2 bucks by end of the year.
bring on a correction! I'd load up the boat (again). I'd love to see the dip, just don't see it in the cards. If we come out with 10.5/share this year that means we are trading under 18 times earnings. the only way this goes back to the 12-14x earnings range is if shiz hits the fan and sales slow down dramatically. this company is so young and small, so much upside potential. Please god don't let anything happen to pera, the man is getting old. We need him to keep running this boat for a few more years
because they have made so much money over the past several years they need to diversify some of their portfolio. and because they get paid and incentivized by options and shares. if i'm 50-60 i probably wouldn't want all my net worth tied to one thing either
also, eps growth has increased significantly. between 2010 and 2012 share eps only increased a total of .023 cents. between 2012 and 2013 eps increased .031 cents. p/e is justified by growth. with new equipment and more products i think it is reasonable to think growth to continue. bellbell, i believe your estimate of 15 p/e is low. especially considering mgmt returns ALL cash to shareholders through divis and buybacks.
just my 2 cents
what good does a split do again????
why has the greatest investor in the world never split his stock? because it does nothing for shareholders
kent thiry might be arrogant but he is no #$%$. he's a fckuing genius. love the downplaying of a "rocky" 2014..... might be a little uncertain but it will be an incredible opportunity to buy more quality business with the dialysis bankroll. this company is a machine. tons of free cash. even if reimbursement cuts go through that gives davita an excellent opportunity to buy up smaller company at attractive prices. give it 5 years, best healthcare company in the us. i'd rather my ceo under promise and over deliver than over promise and under deliver. been averaging up since high 80's before the split...... in this bad boy for life
yea, i sold 20k shares at a buck 90.... kind of regret it but had to, amnf had become about 60% of my portfolio after loading up around the dollar range. wish i had more companies to deploy the cash to, just aren't that many (if any) better options right now.
except davita.... long there. got to love quality business, whether large cap or small.
i love it! ha i thought i recognized your name. same guy thats in armanino with me. just found this one, whats the deal?? seems attractive?
not sure i'm feeling a special... i could see them sitting on cash the rest of the year
While the Company’s cash flow is currently strong it intends to closely manage its cash flow activities for the remainder of 2013.
O yea this is good stuff. I love it. Would love to see a little dip before end of the year and pick up some more before end of year results. I'm thinking q4 is going to knock it out.