The Andersons: Undervalued And Positioned For Significant Growth [View article]
Indications from their report were that their margins were impacted due to inventory price considerations... but they also stated they are expecting a record corn crop coming up.
It's a good question, it's not clear to me if they will make up the price delta on having a record crop.
The Andersons: Undervalued And Positioned For Significant Growth [View article]
Tuliptown-
I just read their latest quarterly report... (as I'm sure you saw ANDE is down 4-5% today). "Revenues increased due to higher grain prices and greater sales volume, which resulted primarily from the addition of the former Green Plains Grain facilities."
So they did see some benefit of the Grain increase again, enough to move some of their revenue higher.
Personally, I believe they have been sailing under the radar.
The Andersons: Undervalued And Positioned For Significant Growth [View article]
Actually- After I wrote this article I was out of town and figured I'd missed my window of opportunity to respond, but given 2 comments in the last two days, I see that is not the case. :)
The Andersons: Undervalued And Positioned For Significant Growth [View article]
I hope to read over the conference call details this weekend.
The Andersons: Undervalued And Positioned For Significant Growth [View article]
It's a good question, it's not clear to me if they will make up the price delta on having a record crop.
The Andersons: Undervalued And Positioned For Significant Growth [View article]
I just read their latest quarterly report... (as I'm sure you saw ANDE is down 4-5% today).
"Revenues increased due to higher grain prices and greater sales volume, which resulted primarily from the addition of the former Green Plains Grain facilities."
So they did see some benefit of the Grain increase again, enough to move some of their revenue higher.
Personally, I believe they have been sailing under the radar.
The Andersons: Undervalued And Positioned For Significant Growth [View article]
ED
Dividend Champions For May 2013 [View article]
Thank you, I use your work extensively and it continues to help me make good trades.
Best of luck.
Foot Locker Is On Sale And It's A Good Time To Buy [View article]
Thanks for reading, and good luck on your Foot Locker evaluation.
As an updated disclosure, I am now long FL.
Foot Locker Is On Sale And It's A Good Time To Buy [View article]
Thanks for reading.
Foot Locker Is On Sale And It's A Good Time To Buy [View article]
Thanks. I am a Phillies Season Ticket Holder, counting down to opening day :)
Foot Locker Is On Sale And It's A Good Time To Buy [View article]
Ford: A 12-Point Fundamental Inspection [View article]
Ford: A 12-Point Fundamental Inspection [View article]
Ford: A 12-Point Fundamental Inspection [View article]
I would agree that you should never buy a stock based on one data point, and I would not recommend using a DCF as your only decision tool.
Ford: A 12-Point Fundamental Inspection [View article]
Ford: A 12-Point Fundamental Inspection [View article]
Thanks.
I do agree that they should not have tax accounting changes in the Earnings, but since they did the chart is accurate.
I should have included more of a discussion of this, and its impact. Thanks for your insight.
Ford: A 12-Point Fundamental Inspection [View article]