Stone Fox Capital
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NovaTodd: One the bigger buyback authorizations out there right now relative to market cap.
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James Sands: After doing some more in-depth research on both Velti and Millennial, I think Millennial is definitely a consideration at these levels. -
James Sands: A lot of questions related to Facebook on the call, which was interesting. Publisher/platform concerns as a threat are exaggerated imo...
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Stone Fox Capital
Crazy that $LNC is now higher than prior to the post earnings slump just last week. Amazing how irrational the market can be. - View all 0 replies
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John Rayhall: Very tempting to buy but I want to see what happens with their earnings first.
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Stone Fox Capital
Sad that $AAPL has to borrow money in order to pay out its cash hoard. Crazy tax laws. - View all 5 replies
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Michael Dance: the BoD have a fiduciary duty to act in shareholders' interest & had they acted much earlier shorts would not have driven stock so low -
vbbv: I'm loving it. Can't beat 'em, so join 'em! Looking fwd to APPL benefiting from this in the years ahead.
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Stone Fox Capital
$AEP suggests the CAP coal switching price is between 3.25 to 3.50 on nat gas. $ANR looking good. - View all 0 replies
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Stone Fox Capital
$CB buyback was the largest since Q411... odd considering the stock gains. #NetPayoutYields - View all 0 replies
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Stone Fox Capital
$CB... bought $326M of shares during Q1 for a solid 5.6% yield. Add a 2% divy and the #NetPayoutYields is 7.6%. - View all 0 replies
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Stone Fox Capital
$RTN bought $225M of stock in Q1 or a 4.7% yield. Combined with a 3.8% divy, the #NetPayoutYields total around 8.5%. - View all 0 replies
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Stone Fox Capital
$LO repurchased $149M of shares for 3.6% yield. Not bad on top of 5.3% divy. #NetPayoutYields - View all 0 replies
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Stone Fox Capital
$TRV increased divy 9% to $2 or 2.3%. It bought $300M of shares in Q1 or a 3.6% annualized rate. #NetPayoutYields - View all 0 replies
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Stone Fox Capital
Good sign though that $CAT has restarted the plan after not buying since the end of 2008. - View all 0 replies
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Stone Fox Capital
$CAT announced buyback but the $1B plan will only count for 2% of shares. Nothing major... - View all 0 replies
