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Amvona  

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  • Wall Street's Not Acknowledging Western Digital's Potential [View article]
    The management team is solid and intelligent, it's hard to imagine a scenario - after 40 years of successful operation where they mis an obvious trend, that is so much in plain sight of everyone else. Not saying its impossible, but their efficiently manage operation belies intelligent decisions. Typically companies that mis obvious trends are also not well managed - the two go hand in hand.

    just a thought - but certainly could be wrong.
    Oct 22, 2010. 08:45 AM | 1 Like Like |Link to Comment
  • Seagate: How Western Digital Just Blew Up the Deal [View article]
    Thanks for the post - you might also like this blog post from last month:

    www.amvona.com/blog/64...
    Oct 21, 2010. 10:15 AM | Likes Like |Link to Comment
  • Wall Street's Not Acknowledging Western Digital's Potential [View article]
    Thanky for your insight. You might like the following blog post which digs a bit deeper into their financials:

    www.amvona.com/blog/64...
    Oct 21, 2010. 10:01 AM | Likes Like |Link to Comment
  • Surging Commodities Create Window of Opportunity [View article]
    David,

    thank you for your article and insight. One point you may want to consider however, is that if people become poorer, they are far more liklely to buy chicken than beef or pork, which on average are about 50% more expensive. If the economy continues to slid, chick should benefit, particularly if beef and pork already are experiencing an organic increase in price due to lower production - it seems that all food prices will rise, particularly those protein sources which depend heavily on corn futures - other dynamic affecting corn prices is the increasing competition from ethanol production - just this week the EPA allowed e-15 - which is 50% increase in ethanol allowed in fuel mix for cars mfg'd after 2007. You might also enjoy the following article on the same subject:

    www.amvona.com/blog/ca...
    Oct 14, 2010. 08:18 AM | Likes Like |Link to Comment
  • Chicken Companies Choking on Corn [View article]
    JT thanks for the feedback, I appreciate it. The thought occured to me that the wings and the feet, likely make up a good part of the margin, but if SAFM has been profitable w/o Russia, even if sales to China slow, you have to figures, the increased exports to Russia will off-set it. Also, companies, who are good and managing their equity can always implement other cost cutting measures if the China situation does have a large impact on revenues - good management teams, as SAFM appears to have, are usually plastic in that way.
    Oct 1, 2010. 08:47 AM | Likes Like |Link to Comment
  • Top 10 Overbought and Oversold S&P 500 Stocks [View article]
    Good insight. You might also be intersted in this article as it relates to Tyson Foods :

    www.amvona.com/blog/ca...
    Sep 30, 2010. 05:49 PM | Likes Like |Link to Comment
  • Pilgrim's Pride Resumes Export of U.S. Chicken to Russia [View article]
    Thank you for your insight. You might also find the following article interesting:

    www.amvona.com/blog/ca...
    Sep 30, 2010. 05:47 PM | Likes Like |Link to Comment
  • Chicken Companies Choking on Corn [View article]
    Thank you for your insights. You might also be intersted in this article :

    www.amvona.com/blog/ca...
    Sep 30, 2010. 05:43 PM | Likes Like |Link to Comment
  • Seagate: The Hard Disk Industry Looks Attractive [View article]
    Thanks for your post. You might also find the following blog post useful:

    www.amvona.com/blog/64...
    Sep 22, 2010. 08:25 AM | Likes Like |Link to Comment
  • Is Western Digital a Value Play? [View article]
    thanks for your insights, you might also find the following blog post useful:

    www.amvona.com/blog/64...
    Sep 22, 2010. 08:09 AM | Likes Like |Link to Comment
  • Western Digital: Seasonality in Share Prices [View article]
    thanks for the kind comments on the article.
    Sep 22, 2010. 08:03 AM | 1 Like Like |Link to Comment
  • Western Digital: Seasonality in Share Prices [View article]
    Thanks for your insight. You might also find the following blog post useful:

    www.amvona.com/blog/64...
    Sep 22, 2010. 07:47 AM | 1 Like Like |Link to Comment
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