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  • Union Pacific: Worries Create Long-Term Opportunities In This Quality Stock [View article]
    Not sure what they link the surcharge on.

    Not sure about the lag as well. The analysis I performed was more based on multi-year fuel costs versus surcharges, and not the exact timing when it could hit the bottom line.
    Apr 11, 2015. 04:53 AM | Likes Like |Link to Comment
  • Royal Dutch Shell - I Have Serious Doubts About The British Gas Deal [View article]
    I think you have answered the question yourself.
    Apr 11, 2015. 01:53 AM | Likes Like |Link to Comment
  • Winnebago Industries - Short-Term Headwinds, Long-Term Appeal [View article]
    THO appears to be executing better. They have made some nice deals recently on top of that.
    Apr 11, 2015. 01:52 AM | Likes Like |Link to Comment
  • Royal Dutch Shell - I Have Serious Doubts About The British Gas Deal [View article]
    my mistake, decade of course.

    It is crucial and has not been picked up much by mainstream media.
    Apr 10, 2015. 03:20 PM | 1 Like Like |Link to Comment
  • Allegiant Travel: Pilot Strike Threat Creates Long-Term Entry Opportunities [View article]
    Thanks for the contribution and the links! Happy weekend.
    Apr 10, 2015. 10:36 AM | Likes Like |Link to Comment
  • Royal Dutch Shell - I Have Serious Doubts About The British Gas Deal [View article]
    They state that they look at the premium between A/B shares in trying to figure out which shares to buy back/issue.

    Good luck.
    Apr 10, 2015. 10:16 AM | Likes Like |Link to Comment
  • Allegiant Travel: Pilot Strike Threat Creates Long-Term Entry Opportunities [View article]
    Very true.

    I understand you want service for >2-3 hr travels, but for short distance it is really just a quick movie or a drink.
    Apr 10, 2015. 09:26 AM | 1 Like Like |Link to Comment
  • Axalta Coatings: Puzzled Concerning Buffett's Motives [View article]
    I had a brief look at it this morning.

    They are going to shut pretty much capital business. This means that capital earnings will fall from 7bn to 1.5bn pre-tax. It looks like they will use $50bn to buy back shares, but I am not convinced about the value creation/let alone the huge pre-market move.

    At $27.50 a $25bn incremental value has already been awarded versus yesterday morning.
    Apr 10, 2015. 09:11 AM | Likes Like |Link to Comment
  • Allegiant Travel: Pilot Strike Threat Creates Long-Term Entry Opportunities [View article]
    The ¨if΅ is an issue. I think they do not have competition on plus/minus 80% of its routes.
    Apr 10, 2015. 09:09 AM | 1 Like Like |Link to Comment
  • Union Pacific: Worries Create Long-Term Opportunities In This Quality Stock [View article]
    Thank you.

    Great parts of their network overlap. Then again, UNP has seen most of its revenue growth from price hikes in recent years. I would need to see BNSF numbers to compare that.

    Given the huge demand for rail traffic on certain routes, it seems that the company still enjoys quite some pricing power.
    Apr 10, 2015. 01:15 AM | 1 Like Like |Link to Comment
  • Axalta Coatings: Puzzled Concerning Buffett's Motives [View article]
    Thanks for the points.

    Touched upon the amortization charges as well as they do not impact the cash flows. Even when backing them out the business trades >30 2015s anticipated earnings.

    Good point about the taxes as well, although all these points you have mentioned above only lead to a fair, or fairly high price. Certainly no bargain yet.
    Apr 10, 2015. 01:13 AM | Likes Like |Link to Comment
  • Axalta Coatings: Puzzled Concerning Buffett's Motives [View article]
    Thanks for the info, Benjamin Moore has not been on my radar.

    Will look into this.
    Apr 10, 2015. 01:11 AM | Likes Like |Link to Comment
  • Allegiant Travel: Pilot Strike Threat Creates Long-Term Entry Opportunities [View article]
    Thanks for the elaborate and great info.

    Low cost carrier can be an issue, but at least Ryanair uses all new Boeings for their European operations. Low cost and old planes definitely increase the risks in my opinion.
    Apr 9, 2015. 01:16 PM | 1 Like Like |Link to Comment
  • Axalta Coatings: Puzzled Concerning Buffett's Motives [View article]
    Thanks. I am trying to figure out if I am missing something.

    Could also be his proteges buying into this name instead of Buffett himself.
    Apr 9, 2015. 01:12 PM | Likes Like |Link to Comment
  • Union Pacific: Worries Create Long-Term Opportunities In This Quality Stock [View article]
    Fair enough.

    I you read the section again, you will actually see that volume growth has only been 9% over the past 5 years.

    Furthermore the ratio of fuel surcharges to actual fuel costs has been on the increase. That should pretty much refute the counterargument of higher fuel usage.
    Apr 9, 2015. 12:02 PM | 2 Likes Like |Link to Comment
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