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Kevin Stanley  

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  • New Home Sales [View news story]
    I usually prefer to look at non-seasonally adjusted #s but the SA decline in the mortgage application is shockingly low (lowest since 1995). As MBA's chief economist said, "Purchase applications were little changed on an unadjusted basis last week, but this is the time of a year we would expect a significant pickup in purchase activity, and we are not yet seeing it”.
    http://bit.ly/1hSX6ZJ
    Feb 26, 2014. 10:39 AM | Likes Like |Link to Comment
  • Green Plains: Q4 2013 Upside Materialized, More Likely Ahead [View article]
    Pizzale,
    thanks. Hard to gauge what expectations are for PEIX but industry fundamentals still looking good. Best of luck.
    Feb 23, 2014. 09:55 AM | Likes Like |Link to Comment
  • Domtar: Strong FCF Generation Provides Ample Room For Further Upside [View article]
    No question the company is deploying fcf into the further upstream Consumer segment, where margins are more stable and, more importantly, the business has the benefit of secular growth (versus secular decline in paper). As to your question pertaining to a multi-year view on the potential share price, I'd say the bottom part of Table 5 is applicable, as the company realizes multiple expansion over time.
    Feb 17, 2014. 08:58 PM | Likes Like |Link to Comment
  • Domtar: Strong FCF Generation Provides Ample Room For Further Upside [View article]
    PEinvestor76,
    Thanks for the feedback. These price increases have been initiated as a result of all the capacity being taken out of the industry and not from raw material cost pressures. While the company may (or may not) see some cost pressure from things like chemicals, energy and freight, they are a vertically integrated producer and as such produce their own pulp. In fact, they are net long pulp so they also benefit from higher pulp prices (see Table 1).
    Feb 17, 2014. 09:41 AM | Likes Like |Link to Comment
  • CMP: Buy On Weakness; Outlook Is Highly Conservative [View instapost]
    Hubba,
    All great points, thanks. I think you're spot on when it comes to the pricing strategy. History says pricing almost has to go up from current levels. I think the real question is will it be 2-3% or 8%+? Also, remember the highway salt business is done via RFPs, with the volumes awarded to the lowest priced bidder. I think that goes to your point about not wanting to tip their hand to the competition.
    Feb 12, 2014. 09:08 AM | Likes Like |Link to Comment
  • Green Plains: Q4 2013 Upside Materialized, More Likely Ahead [View article]
    Alpha,
    Thanks for the link. Certainly a hot button topic. Just can't argue with the numbers they've been putting up.
    Feb 7, 2014. 05:51 PM | Likes Like |Link to Comment
  • Green Plains: Q4 2013 Upside Materialized, More Likely Ahead [View article]
    14575272,
    Thanks for the feedback. Only real problem here is lack of visibility on back half of the year. Still, the fact that export demand alone should keep inventory levels in check bodes well for pricing stability going forward. Best of luck.
    Feb 7, 2014. 01:34 PM | Likes Like |Link to Comment
  • Compass Minerals: Earnings Leverage With A Pinch Of Salt [View article]
    Dave,
    Nothing better than getting insight right from the source. I greatly appreciate the feedback.
    Feb 5, 2014. 10:47 AM | Likes Like |Link to Comment
  • Compass Minerals: Earnings Leverage With A Pinch Of Salt [View article]
    JWBaxter,
    Thanks for the comment. I agree, these snow/ice storms just keep coming. Best of luck with this stock.
    Feb 4, 2014. 03:47 PM | Likes Like |Link to Comment
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