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  • Helmerich & Payne - More Pain Is Arriving, Stay Cautious For Now [View article]
    Perhaps it is a better decision to scale up smaller. Achieve your desired position in 2 or 3 chunks dependent on the levels.
    Apr 26, 2015. 02:17 PM | 1 Like Like |Link to Comment
  • 3M: Soft Quarter, Buy On Further Dips [View article]
    Than you very much for the kind words.
    Apr 26, 2015. 01:43 PM | Likes Like |Link to Comment
  • 3M: Soft Quarter, Buy On Further Dips [View article]
    Selling puts surely helps. The only trouble which I have is the suggestion to sell deep OTM puts. This results in very low premiums being received while it leaves an investor vulnerable to some unimaginable event.

    Like selling AT, slightly downside puts better in order to initiate a position in the stock.
    Apr 26, 2015. 01:43 PM | Likes Like |Link to Comment
  • 3M: Soft Quarter, Buy On Further Dips [View article]
    Thans, it seems that many investors are on the same page with regards to 3M.
    Apr 26, 2015. 01:41 PM | 1 Like Like |Link to Comment
  • Helmerich & Payne - More Pain Is Arriving, Stay Cautious For Now [View article]
    I see that point as the balance sheet surely allows for these level of expenditures. I still find it somewhat troubling that capex in the recent quarters has been ballooning given the turmoil in the industry.
    Apr 26, 2015. 01:40 PM | Likes Like |Link to Comment
  • Gentex - Consistent Strong Performance Warrants A Premium Valuation [View article]
    wow you must be a very long term owner. Congrats!
    Apr 26, 2015. 01:38 PM | Likes Like |Link to Comment
  • Union-Pacific - Strong Pricing And Lagging Fuel Surcharges Offset Operational Headwinds [View article]
    I am not exactly saying that we will see earnings of $5.70 per share as that guidance does not allow for organic growth. The case which I am trying to make is that I see big headwinds coming up in terms of fuel surcharges. This does not include only the fact that the lag effect will end, but also the fact that it is hard to maintain the high level of fuel surcharges in a low oil price environment.
    Apr 26, 2015. 01:37 PM | Likes Like |Link to Comment
  • Gentex - Consistent Strong Performance Warrants A Premium Valuation [View article]
    I think it is quite underrated given its growth and technology. We will see.
    Apr 25, 2015. 02:10 AM | 1 Like Like |Link to Comment
  • 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
COMMENTS STATS
1,849 Comments
481 Likes