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David Trainer

 
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  • The Bidding War For Hillshire Is Bad For Investors [View article]
    Dothemathman:

    SAFM currently earns my Attractive rating. Much higher ROIC than HSH and the valuation implies only 10% growth in profit for the remaining life of the company.
    May 29 11:37 AM | Likes Like |Link to Comment
  • The Bidding War For Hillshire Is Bad For Investors [View article]
    Dothemathman:

    Selling on this spike was a good move. I'm surprised the market has reacted with this much enthusiasm given the high price of the acquisition.
    May 29 11:19 AM | Likes Like |Link to Comment
  • Buy Deere And Watch It Run [View article]
    E Nuff Sed:

    The big thing to note is that DE's debt is mostly associated with its Financial Services division. It's normal for large equipment manufacturers, or even auto manufacturers like Ford, to have a significant amount of financial services debt, which they use to finance customer purchases. My policy is to treat financial debt as working capital rather than as a long-term liability that detracts from shareholder value. To evaluate leverage I focus mainly on the equipment services debt, which has a total value of $6.6 billion.
    May 27 04:33 PM | 2 Likes Like |Link to Comment
  • How To Avoid Wall Street Groupthink [View article]
    E Nuff Sed:

    It's mostly money managers that are interested in our service, so our prices are geared towards them. That being said, we are exploring potential options for a cheaper retail service. Until then, we do sell individual company reports, ETF/Mutual Fund reports, and Most Attractive/Most Dangerous reports at a price affordable for retail investors.
    May 27 02:15 PM | 1 Like Like |Link to Comment
  • Winners And Losers In AT&T's Acquisition Of DirecTV [View article]
    Intrepid Investor: T's 10-K is extremely long, and they've not been above hiding significant items deep in the footnotes. That funny accounting is another reason I don't like T as an investment.
    May 23 10:47 AM | Likes Like |Link to Comment
  • Buy Deere And Watch It Run [View article]
    germiller:

    I prefer DE over AGCO due to its superior ROIC, scale, and branding. I think these short-term headwinds make market leader DE the safer option.
    May 23 10:45 AM | Likes Like |Link to Comment
  • Buy Deere And Watch It Run [View article]
    slam stocks: Both are great companies, but right now the valuations favor DE.
    May 23 09:45 AM | Likes Like |Link to Comment
  • Winners And Losers In AT&T's Acquisition Of DirecTV [View article]
    drax7:

    You're welcome.
    May 22 03:21 PM | 2 Likes Like |Link to Comment
  • Winners And Losers In AT&T's Acquisition Of DirecTV [View article]
    La Margque: The DTV acquisition still gives T a more enticing bundle to compete with Comcast Xfinity. Customers who want to get TV and internet from the same company might find themselves swayed by the exclusive channels (like NFL Sunday Ticket) that DTV can offer. I don't think this deal alone is going to massively hurt Comcast, but it does enhance T's position as a competitor, and I think it's a sign of more competition to come in the internet/video provider space.
    May 22 11:58 AM | 1 Like Like |Link to Comment
  • Winners And Losers In AT&T's Acquisition Of DirecTV [View article]
    Aemilius:

    AT&T will definitely still be around, but I wouldn't count on the slow upward trajectory in its stock going forward. Companies like JNJ and F offer much better prospects for steady capital appreciation even if their dividends are lower.
    May 22 10:53 AM | 1 Like Like |Link to Comment
  • Winners And Losers In AT&T's Acquisition Of DirecTV [View article]
    happytwo:

    T specifies in the filing for the acquisition that if, at the time of the acquisition, their stock price is greater than $38.577, DTV shareholders will get 1.724 shares of T stock for every one of their own. If their stock price is less than $34.903 DTV shareholders will get 1.905 shares for every one of their own. Anything in between those ranges and the ratio will be calculated by dividing $66.55 by the current stock price.
    May 22 10:49 AM | Likes Like |Link to Comment
  • Winners And Losers In AT&T's Acquisition Of DirecTV [View article]
    peapaw:

    Going forward I think T could be a risk on the capital preservation front. I'm not a "get rich quick" investor, I prefer long-term value stocks, but I don't see T as a value right now. Other stocks like JNJ might have a lower dividend but should see much better performance in their stock price than T.
    May 22 10:33 AM | 2 Likes Like |Link to Comment
  • Winners And Losers In AT&T's Acquisition Of DirecTV [View article]
    Steelintheair:

    I agree with you that the strategic vision of T's acquisition of DirecTV makes sense. What concerns me is whether T's management can execute on this vision, and the extent to which the stock already reflects growth from this acquisition. Like I say in the article, this acquisition could be beneficial for T, but I think it could also end up being hugely problematic.
    May 22 10:29 AM | 2 Likes Like |Link to Comment
  • Danger Zone: DreamWorks Animation [View article]
    TheSlayer:

    How To Train Your Dragon 2 is already expected to be a hit, which means that it's performing against its own expectations. It potentially could beat those expectations, but that alone won't be enough to reverse the decline of DWA. To succeed long-term, the company is going to have to create new successful franchises, not just try to milk every last dime out of existing ones. A good performance from Dragon might stabilize the stock in the short-term, but it won't fix the issues with DWA.
    May 22 09:34 AM | Likes Like |Link to Comment
  • How To Find The Best Style ETFs [View article]
    Bruce7b:

    We'd love to set up a New Constructs ETF, but logistically we haven't been able to make that work so far. What we do offer are our Most Attractive and Most Dangerous Stocks, newsletters containing 40 Attractive and 40 Dangerous stocks each month. We've been putting these out for nearly 10 years and they've comfortably outperformed the market over that time-frame.

    http://bit.ly/14LalTm
    May 20 11:03 AM | Likes Like |Link to Comment
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