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  • Union-Pacific - Strong Pricing And Lagging Fuel Surcharges Offset Operational Headwinds [View article]
    I am not just looking for the coming quarter ahead, but rather a full year.
    We have seen that volume growth in Q1 has been weak. I do not expect a huge recovery in this area while I see surcharges down a lot.

    If I put a 17-18 times multiple on my estimates for earnings of $5.70 (mainly to reflect poor surcharge developments) I end up at $100. Note that we are just $7 from that level, as shares are down 15% from their peak. I am just looking for s slightly larger pullback to pull the trigger.
    Apr 25, 2015. 02:09 AM | Likes Like |Link to Comment
  • Union-Pacific - Strong Pricing And Lagging Fuel Surcharges Offset Operational Headwinds [View article]
    Pricing was very strong, how do you judge the fuel surcharge pricing going forwards?
    Apr 24, 2015. 04:41 PM | 1 Like Like |Link to Comment
  • Union-Pacific - Strong Pricing And Lagging Fuel Surcharges Offset Operational Headwinds [View article]
    Thanks. Good luck on the investment.
    Apr 24, 2015. 04:40 PM | Likes Like |Link to Comment
  • Harley-Davidson: Speculative Buy After An Aggressive Sell-Off [View article]
    Thanks for the link. I have missed the article.
    Apr 24, 2015. 03:54 PM | Likes Like |Link to Comment
  • Harley-Davidson: Speculative Buy After An Aggressive Sell-Off [View article]
    I saw the headline results pass by, they looked solid

    Too many earnings these days, I wish companies would not all come out at the same time;)
    Apr 24, 2015. 04:11 AM | Likes Like |Link to Comment
  • Harley-Davidson: Speculative Buy After An Aggressive Sell-Off [View article]
    Fine analysis of the long term trends impacting HOG.

    And thank you very much for the very kind words.
    Apr 24, 2015. 02:18 AM | Likes Like |Link to Comment
  • Harley-Davidson: Speculative Buy After An Aggressive Sell-Off [View article]
    All very much true!
    Apr 24, 2015. 12:09 AM | Likes Like |Link to Comment
  • Harley-Davidson: Speculative Buy After An Aggressive Sell-Off [View article]
    Thanks, I think that you should be fine in the long run.

    While you have done well since 2008, the performance over the past 2 years have been disappointing.
    Apr 23, 2015. 04:35 PM | Likes Like |Link to Comment
  • Faro Technologies: Huge Sell-Off After A Weak Quarter Creates Speculative Appeal [View article]
    This could be a problem. However the cash balances are very rich and accounting is reasonably straightforward. If this were a trading business or another business with great turnover, I would be more worried.
    Apr 23, 2015. 08:45 AM | 1 Like Like |Link to Comment
  • Faro Technologies: Huge Sell-Off After A Weak Quarter Creates Speculative Appeal [View article]
    I have no position now. Will wait for the final results and outlook next week. I am sure there is plenty to discuss by then.
    Apr 22, 2015. 03:41 PM | 1 Like Like |Link to Comment
  • Fastenal - Smooth Operating Performance Could Create A Long-Term Opportunity [View article]
    Thanks, I think that we have the same mindset about this great business.
    Apr 21, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • Investors Might Be Overreacting To The Wind Down Of GE Capital And The Buybacks [View article]
    The company has pretty much closed 50% of the gap following the announcement. We will see where it goes from here.
    Apr 21, 2015. 09:59 AM | Likes Like |Link to Comment
  • Fastenal - Smooth Operating Performance Could Create A Long-Term Opportunity [View article]
    at 35 you can count on me as well. Good luck.
    Apr 21, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • W.W. Grainger - Enthusiasm About The Buyback Program Is Offset By A Soft Operating Performance [View article]
    The company does not break out sales per customer/industry to my knowledge. I would not expect huge discrepancies between both firms.
    Apr 20, 2015. 12:54 PM | Likes Like |Link to Comment
  • Builders FirstSource: ProBuild Deal's Benefits Are Priced In - What About The Risks? [View article]
    Got the same feeling. Good luck out there.
    Apr 17, 2015. 04:29 PM | Likes Like |Link to Comment
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