Soon To Be An Energy Stock, Is Freeport-McMoRan A Good Value? [View article]
This is concerning of course. There may be a strategic fit so the acquisition in itself may be okay, but who knows how they figured the price they should pay
Question for you: how undervalued do the shares have to be in your opinion to outweigh the management concerns?
I have followed the company for a long while and despite the optics it seems to me that holding significant amount of cash was justified in case the highway bill passes (which it did). Any new business will require significant capital outlays so cash adds flexibility. As a shareholder, I would be annoyed if the company paid dividends and then had no way (short of taking debt) to fund capital expenses on the passage of the highway bill, which by the way was expected and anticipated.
Now that the deed is done, it remains to be seen how the business performs and how the company manages its cash. I am willing to give them a rope for a couple more quarters.
Look For Significant Improvement In Dex One's Balance Sheet And Valuation Metrics [View article]
No change in my outlook with the merger with SPMD and I am still long. I added more whenever stock fell below my original purchase price. I have now reduced my position to my initial stake
Dex One: A Potential 20-Bagger Stock [View article]
No change in my outlook with the merger with SPMD and I am still long. I added more whenever stock fell below my original purchase price. I have now reduced my position to my initial stake
Soon To Be An Energy Stock, Is Freeport-McMoRan A Good Value? [View article]
Soon To Be An Energy Stock, Is Freeport-McMoRan A Good Value? [View article]
Soon To Be An Energy Stock, Is Freeport-McMoRan A Good Value? [View article]
Soon To Be An Energy Stock, Is Freeport-McMoRan A Good Value? [View article]
Gencor Is Cheap - For Good Reason [View article]
Question for you: how undervalued do the shares have to be in your opinion to outweigh the management concerns?
I have followed the company for a long while and despite the optics it seems to me that holding significant amount of cash was justified in case the highway bill passes (which it did). Any new business will require significant capital outlays so cash adds flexibility. As a shareholder, I would be annoyed if the company paid dividends and then had no way (short of taking debt) to fund capital expenses on the passage of the highway bill, which by the way was expected and anticipated.
Now that the deed is done, it remains to be seen how the business performs and how the company manages its cash. I am willing to give them a rope for a couple more quarters.
Dex One: A Potential 20-Bagger Stock [View article]
Dex One: A Potential 20-Bagger Stock [View article]
Dex One: A Potential 20-Bagger Stock [View article]
Look For Significant Improvement In Dex One's Balance Sheet And Valuation Metrics [View article]
Details: http://bit.ly/RlgD5E
Guillermoleon: Don't get too worked up on the short term price movements
Dex One: A Potential 20-Bagger Stock [View article]
Details: http://bit.ly/RlgD5E
Buy Homeowners Choice: 4.3% Dividend Yield, Massive Capital Appreciation Opportunity [View article]
2012 Best Stocks to Buy and a Super Start For my Stock Picks [View instapost]
I also post my sales publicly on the site, so you may want to subscribe to the email newssletter so you get the DEXO sale when I do it
Buffett Would Buy SuperMedia If He Knew About It [View article]
Look For Significant Improvement In Dex One's Balance Sheet And Valuation Metrics [View article]
I am still holding and have not changed my position on the stock. Not adding any more as I have allocated as much as I wished to in here.
Please go to my website valuestockguide.com and send me an email from the contact form and we can take it from there.
Look For Significant Improvement In Dex One's Balance Sheet And Valuation Metrics [View article]