Negative RE second quarter in a row. What is the end game for the hedging program?
Bearish
J
Curiosity: Here we have a $35 stock with a 2021 P/E of 3 based on estimates of $11.55 eps and the board can't even raise a bored "Ho Hum" ! Why? I'm accumulating shares off $1 to $2 swings. I'm doing the same thing with UNM and FHN. The money is in the zig zags, not in the buy and hold!
Bullish
t
Could this company actually implode if the market continues its sell off?
j
In the zacks article about the earnings report they mention 4.3 billion in cash and cash equivalents. So that is basically the market cap? Book value per share is $125. So shouldn't the share price be much higher? What am I missing?
J
This stock looks like an absolute powerhouse from a technical viewpoint: Book value = 194.48 Cash on hand covers their debt by 2x Increasing revenue Shareholder equity is 5x the market cap Free cashflow is $36 Bookprice steadily increasing Peg ratio = .04
The only problem I could find with this thing is that the free cashflow is slowly decreasing each quarter.
I'll do some comparing of this stock to the industry and dig deeper into their SEC filings. This is very weird.
R
Anyone care to guess what the earnings report means, exactly?
D
This should appreciate by 5x over the next 5 years as long as buybacks resume while price is still cheap. 2 insurance companies bought at book value this week. Be patient and wait for the dividend.
Bullish
j
Beat on revenue and non gaap. Massive loss on gaap earnings?
J
They made more repurchases in 1st quarter than they planned for whole 2020. So even thought it's temporarily suspended, they plan to resume it by year's end.
BHF earnings call for the period ending June 30, 2020.
BHF earnings call for the period ending June 30, 2020.
www.fool.com
P
Down 7% on 300k volume? Really? How does roughly $10 million in shares traded effect $300 million in market cap? I hope it is just as effected on low volume on the way up!
J
What is really amazing or telling is that there have been zero insider purchases even as "cheap" as this stock appears to be.
T
got the letter to sell my huge stake (6 shares) in BHF - anyone know the sell price????
Neutral
K
Where is the bottom? Any guesses.
R
I had hoped the stock would increase due to the Price/Book ratio. Not to be as GAAP Earnings are terrible. How long will it be before GAAP and non GAAP are the same?
A
at some point this has to turn into a buy but man this thing just keeps dropping
j
I have seen analyst estimates for dividend. 10 cents a year in 2020 and 36 cents a year in 2021. Would be a start
H
Bought in some eod. Credit agency report in the afternoon moved the stock higher during the day.
Bullish
O
Buybacks resume 8/24/20.
b
I am impatiently waiting for the beginning of dividends. Does anyone have an indication of when this might happen? The EPS is a high number indicating a P/E of around 5-6. Too much debt?
A
Does anyone know why did met life spin this investment off?
Book value = 194.48
Cash on hand covers their debt by 2x
Increasing revenue
Shareholder equity is 5x the market cap
Free cashflow is $36
Bookprice steadily increasing
Peg ratio = .04
The only problem I could find with this thing is that the free cashflow is slowly decreasing each quarter.
I'll do some comparing of this stock to the industry and dig deeper into their SEC filings. This is very weird.
https://www.fool.com/earnings/call-transcripts/2020/08/07/brighthouse-financial-inc-bhf-q2-2020-earnings-cal.aspx
Credit agency report in the afternoon moved the stock higher during the day.