Joy Global Inc. (JOYG)

All Comments on JOYG

  • commenter
    themontster
    Jun 06 10:28 AM
    It's Not Too Late to Buy Coal [view article]
    So far, I've missed the coal play. Shame on me! I like the supporting players and will buy JOYG off its recent pullback. Nice article! Reply
  • commenter
    pachanguero
    Jun 06 08:28 AM
    It's Not Too Late to Buy Coal [view article]
    outstanding stuff! rock on pcx Reply
  • commenter
    BaghdadIraq
    Jun 03 08:53 PM
    Thursday Options Outlook: XOM, DELL, V, XLB, WIND, WERN, JOYG, PAET, MAS [view article]
    Cat eyes,

    hi there, just wondering if you did a call on xom or a put? i did a call on xom SP $95, July 08. and you? i also did a put on bud SP $50, July 08.

    what do you think?     Reply
  • commenter
    read more
    than
    headline
    Jun 03 12:36 PM
    Why I'm Not so Bullish on Joy Global [view article]
    The GM decline was partially caused by the mutually agreed upon maintenance contract termination of a dragline put in service in 1996. The $20 Million charge was taken straight out of Gross Margins. Adjusting for this the GM still declined but was more like a 29% GM not the 26% referenced. Purchase accounting rules also impacted operating margins. Overall JOYG buys steel about 9-12 months ahead of time and builds escalators into the contracts. I think this article makes the margins a bigger deal than it really is once you get past the headline numbers. Reply
  • commenter
    Longbow
    Jun 03 12:40 AM
    Still Bearish on Financials - Stop Trading! (5/29/08) [view article]
    Cramer is slightly better than throwing a dart at a board.
    Maybe 5 %, at best. That's not good enough. Visa and Master Charge will prevail for several years. Both can return 25% in the next year from current levels. Wells Fargo, after it bottoms at
    about 22 will return about 50% in twelve months and then go flat for a period. Of course, of these, VISA has the most speculative potential for gain, particularly if it solves its foreign challenges. For now, Master Charge has the edge on fundamentals between the two.     Reply
  • commenter
    Think-About-
    It
    Jun 02 03:23 PM
    Why I'm Not so Bullish on Joy Global [view article]
    I perfer to invest in sectors experiencing (A) shrinking gross margins on expanding sales rather than one experiencing (B) increasing margins on flat/contracting sales. An often over-looked benefit of senario (A) is that the smaller margins act as a barrier to entry for companies in related industries thinking about getting in on the hot sector's growth.

    It's hard to find companies with (C) expanding margins and fast growing sales that don't have huge P/E multiples making them vulnerable to short-term bad news. I'll take the trade-offs that (A) sectors offer.     Reply
  • commenter
    TraderMark
    Jun 01 03:19 PM
    My Website
    Why I'm Not so Bullish on Joy Global [view article]
    Pachanguero,

    So far it appears any price increases are not keeping up with the rising costs of inputs. They lost 7% of gross margin in 12 months; that should make one take notice.

    Again, I did not say bad companies, bad sector or anything of that nature. But if you ramp sales, and costs ramp over and above your price increases you lose margin. That seems to be happening increasingly across equipment makers, whether mining, agriculture or just about anything.     Reply
  • commenter
    garlicbulb
    May 31 08:28 PM
    Why I'm Not so Bullish on Joy Global [view article]
    If they are sold out through 2011, can they raise the price on those orders? I suspect that either they can't or the buyers have the option of backing out of the order. Too much price increase and too much slowdown could cause a lot of those orders to evaporate Reply
  • commenter
    buckbuck
    May 31 12:30 PM
    Still Bearish on Financials - Stop Trading! (5/29/08) [view article]
    C uses smoke and mirrors, and double talk. On one hand they say they're not breaking the company up. On the other hand they are selling off 400 million in assets... which one is it?? Reply
  • commenter
    pachanguero
    May 31 10:43 AM
    Why I'm Not so Bullish on Joy Global [view article]
    I should have said downstream. In todays market they can make higher earnings for years.

    Sold out through 2011. You have to wait in line to buy. They are not DE. BUCY is the only other game in town. I suspect they will raise price next.

    You are so right on Coal, but IMHO you missed this one.

    Inflation is like a cancer     Reply
  • commenter
    pachanguero
    May 31 08:02 AM
    Why I'm Not so Bullish on Joy Global [view article]
    They will raise prices as they are now. They will offset any costs by passing them upstream.

    You are wrong amigo. simple business 101     Reply
  • commenter
    Cat~eyes
    May 30 03:03 PM
    My Website
    Thursday Options Outlook: XOM, DELL, V, XLB, WIND, WERN, JOYG, PAET, MAS [view article]
    Wonderful article, and thank you for the information! I like how you broke down the options for these companies in a user-friendly way. I'm particularly interested in V and XOM.

    For share-owners wishing to discuss all things Visa, as well as info for other emerging opportunities, come on over to visaglobalwinners.blog... . We'd love to see you there!     Reply
  • commenter
    papagiki
    May 30 01:39 PM
    My Website
    Jumping for Joy - Cramer's Mad Money (5/29/08) [view article]
    New competitor! How can a new competitor go unnoticed for TKC? Someone was not doing their homework. Cramer's hot air is more robust than his picks! Reply
  • commenter
    J Mueller
    May 30 11:35 AM
    Still Bearish on Financials - Stop Trading! (5/29/08) [view article]
    Hmmmm, Doug Kass or Cramer.

    Cramer doesn't even deserve to have his name on the same page. I'd put my money on Kass.     Reply
  • commenter
    charley
    May 30 10:54 AM
    My Website
    Still Bearish on Financials - Stop Trading! (5/29/08) [view article]
    cant wait till visa declares a dividend!!!! cramer is an idiot,. his ego cant fit in the same room with his body. read robert baird for true insight Reply
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