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Stone Fox Capital

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  • Stone Fox Capital
    still looking to see if the coal stocks can break the downtrend... $ANR, $BTU
    18 minutes ago
    Reply
      • Stone Fox Capital
        $KSS share count declined from 245M to 223M YoY. #NetPayoutYields
        Thu, 7:35 AM
        Reply (1)
        • NovaTodd: One the bigger buyback authorizations out there right now relative to market cap.
          Thu, 3:17 PM
          • Stone Fox Capital
            $8 on $MM is only the start.
            Tue, 11:51 AM
            Reply (2)
            • James Sands: After doing some more in-depth research on both Velti and Millennial, I think Millennial is definitely a consideration at these levels.
              Tue, 12:34 PM
            • James Sands: A lot of questions related to Facebook on the call, which was interesting. Publisher/platform concerns as a threat are exaggerated imo...
              Tue, 12:43 PM
              • 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.
                May 8, 11:18 AM
                Reply
                  • Stone Fox Capital
                    $SODA hits new 52-wk high...looking solid for a major run.
                    May 6, 11:49 AM
                    Reply
                      • Stone Fox Capital
                        $LNC down over 6%... really??? Trading that far below BV is a joke!
                        May 2, 9:40 AM
                        Reply
                          • Stone Fox Capital
                            $RVBD only has a market cap of $2.4B..amazing how times change.
                            Apr 29, 1:59 PM
                            Reply (1)
                            • John Rayhall: Very tempting to buy but I want to see what happens with their earnings first.
                              Apr 29, 2:52 PM
                              • Stone Fox Capital
                                Sad that $AAPL has to borrow money in order to pay out its cash hoard. Crazy tax laws.
                                Apr 29, 1:07 PM
                                Reply (5)
                              • View all 5 replies
                                • 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
                                  Apr 30, 12:50 PM
                                • vbbv: I'm loving it. Can't beat 'em, so join 'em! Looking fwd to APPL benefiting from this in the years ahead.
                                  Apr 30, 1:05 PM
                                  • Stone Fox Capital
                                    $AEP suggests the CAP coal switching price is between 3.25 to 3.50 on nat gas. $ANR looking good.
                                    Apr 28, 12:50 AM
                                    Reply
                                      • Stone Fox Capital
                                        $CB buyback was the largest since Q411... odd considering the stock gains. #NetPayoutYields
                                        Apr 26, 12:24 PM
                                        Reply
                                          • 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%.
                                            Apr 26, 12:22 PM
                                            Reply
                                              • Stone Fox Capital
                                                As predicted more companies going to monthly dividends.... $LINE $LNCO
                                                Apr 25, 1:57 PM
                                                Reply
                                                  • Stone Fox Capital
                                                    $COP as expected no buybacks but the divy remains a solid 4.6%. #NetPayoutYields
                                                    Apr 25, 12:29 PM
                                                    Reply
                                                      • 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%.
                                                        Apr 25, 12:25 PM
                                                        Reply
                                                          • Stone Fox Capital
                                                            $LO repurchased $149M of shares for 3.6% yield. Not bad on top of 5.3% divy. #NetPayoutYields
                                                            Apr 24, 10:45 AM
                                                            Reply
                                                              • Stone Fox Capital
                                                                Looks like a bottom in $AAPL. $50B in buybacks will provide major support.
                                                                Apr 24, 9:55 AM
                                                                Reply
                                                                  • Stone Fox Capital
                                                                    Solid report by $AAPL. Too many doubters miss the point.
                                                                    Apr 23, 5:00 PM
                                                                    Reply
                                                                      • 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
                                                                        Apr 23, 1:13 PM
                                                                        Reply
                                                                          • Stone Fox Capital
                                                                            Good sign though that $CAT has restarted the plan after not buying since the end of 2008.
                                                                            Apr 22, 3:16 PM
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                                                                              • Stone Fox Capital
                                                                                $CAT announced buyback but the $1B plan will only count for 2% of shares. Nothing major...
                                                                                Apr 22, 3:14 PM
                                                                                Reply