Ingersoll-Rand Co. Ltd. (IR)

All Comments on IR

  • commenter
    David White
    Aug 01 09:15 AM
    Wall Street Breakfast: Must-Know News [view article]
    If you think the natural gas market may go lower temporarily with the weak economy, CHK's hedging of its natural gas sales prices should make you feel better. This basically guarantees that CHK will get a good price for their gas. It doesn't look like short term falling gas prices should have much effect on CHK's near term earnings. Reply
  • commenter
    David White
    Aug 01 08:54 AM
    Wall Street Breakfast: Must-Know News [view article]
    UBS re-iterated its buy rating on CHK, but it lowered its FY earnings estimates (now $9.65 vs. previously expected $10.45). UBS also lowered its price target from $90 to $86. Still the price of the stock is still below $50 as I write. It still looks like a great bargain, if you don't expect natural gas price to go through the floor soon. Current predictions are that they will not. If you look at how much money CHK could have made in Q2, you should really be encouraged. Even if CHK has hedged a ways in advance, they will eventuatlly benefit from higher natural gas prices, if those prices stay high. Reply
  • commenter
    David White
    Aug 01 08:27 AM
    Wall Street Breakfast: Must-Know News [view article]
    My reading of the CHK result seems to tell me that the company did not actually lose money. In fact it beat estimates slightly. I think I understand the accounting jargon to mean they took an accounting loss based on the market value of the gas they sold compared to the hedged value. Apparently CHK has hedged around $8.90 for Q3. I think in Q2 CHK lost the difference in the price they got for their gas and the then current market value of the gas (or the value of the part of the reserves they were selling). If I am readin everything correctly CHK did not actually lose any money at all. Their hedging on the gas prices simply caused them not to make as much money as they would have if they hadn't hedged. If prices had gone down instead of up, CHK would have looked brilliant. I don't think many people are looking brilliant right now. CHK still looks like a great stock. It will likely now fluctuate with the price of oil and gas (at least for the near term). Reply
  • commenter
    AJHOUGH
    Aug 01 08:14 AM
    Wall Street Breakfast: Must-Know News [view article]
    The market is going down but I don't know when and how much. One can buy pretty good 'blue chip" stocks with PE's below the historical market average. However, most will hold on to cash to see what the market will look like in the next years. Reply
  • commenter
    David White
    Aug 01 08:07 AM
    Wall Street Breakfast: Must-Know News [view article]
    Looks like very bad news for GM. This should point out to our lawmakers in Congress just how important it is for the US to increase production of oil and decrease use of oil. We are losing carmaker share because we as a nation have ignored oil costs far too long. GM needs to almost completely retool for the new millenium cars and trucks it will need to stay in business.

    The market pretty clearly wants to go down today. No doubt it will do exactly this if the payrolls number is bad. If the payrolls number is good, the entire market may turn the other way. This will include oil and commodities also, as a good payrolls number will indicate a healthier than expected US economy. Oil/gas, financials, and fertilizer stocks stand to be the most swayed by this result. I am hoping for a good result. Ditto from the ISM. We can only wait and see.     Reply
  • commenter
    User 81960
    Jul 30 04:41 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    YOU HAVE TO MANY STOCKS TO FOLLOW.
    ALL YOU NEED IS SOMETHING LIKE THESE.
    CHK / CSCO / EMC / FCX / GE / HAL / IPI / MON / MRVL / MSFT / RIMM / T / TEVA / V / WB / YUM.
    JUST 16 STOCKS TO FOLLOW.
    THEN YOU CAN DO YOUR HOMEWORK ON EACH .     Reply
  • commenter
    fxtrader07
    Jul 18 06:20 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    4-5 index etfs probably would do it as well. don't tell me you can keep track and properly analyze and follow all of your holdings. way too many.
    zero value added.     Reply
  • commenter
    Graham
    Jul 10 10:47 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Hi David,

    i have no idea how you pick stocks, what is your method? However, i see you have 3 companies in your list that i am long on, FTEK, FSR and FAST. I would like for you to check out ISLN, EXBD and MKL     Reply
  • commenter
    andrewh10
    Jul 10 05:24 AM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    If that is your replacement list can we see the rest of what you currently own. At first glance it seems like you may toss the majority of your energy, financials, and tech holdings. Can we get a sector percentage to give some clarification? Here I will make your task much easier, stocks on your list I would hang on to would include: AA, AYR, BDK, BKS, CBI, CMI, COMS, CPB, CSCO, DD, DRYS, DUK, FCX, FTO, HELE, HNZ, HOC, HON, IPSU, IR, JCI, KCI, KMX, NVS, OSK, PAYX, PPC, PPG, PRU, RTN, SNY, TSO, TTC, TXT, VE, VZ, WAG, WY. Reply
  • commenter
    NEH
    Jul 07 10:57 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    David, it's nice to hear you are in agreement. Actually, I have been in dry-bulk for a while, and bought NM because they bought a port terminal with grain silos in Uruguay. Its heavily asset-based, even if heavily leveraged, but I favor asset based equities. The Uruguay purchase, and they are keeping the previous owners on-board, is another key factor that really sets NM apart from the other dry-bulk shippers. BTW - I invest only in dry-bulk. Less risk of environmental disasters than tankers.


    On Jul 07 10:04 AM David White wrote:

    > NM is a good bet. It has excellent value. It has an extremely low
    > PE and FPE. It also has an excellent Price to Book value ratio. Further
    > it has both a new fleet in South America (for the river traffic mostly)
    > which is supposed to begin adding 35% to EBITDA beginning in the
    > 4th quarter of this year. It got pushed further downward in the recent
    > market move in that direction, so it is an excellent buy now.     Reply
  • commenter
    David White
    Jul 07 10:04 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now. Reply
  • commenter
    DonaldRay
    Jul 06 10:35 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Very valuable too me.....it says too replace your loosers with winners and have a selection process....most of these stocks will probablely be winners and he knows it and says you do not have too pick the very best just one that will outperform your loosers...this is very insightfull and goes with the golden rules of trading...increase winnners and decrease loosers.... Reply
  • commenter
    maubeau
    Jul 06 02:40 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    No value to me, completely useless in it's present form. Reply
  • commenter
    Daniel
    Jacome
    Jul 06 02:39 PM
    My Website
    Industrials: The New Safe Haven for Investors [view article]
    UTX is the cheapest its been in a long time -- not a screaming buy, but worth looking at. 22% ROE smashes their cost of capital & you have 10% eps grwoth likely through 2010 with 2% yld = 12% rtns in a market that many think will be up 6% per annum going forward. Risk reward is pretty good here... Reply
  • commenter
    User 168670
    Jul 05 02:41 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    very silly article-no value unless some has a week of time to review. Reply
Loading...
Symbols:
Authors:
Quick Links: