twhite113

Harley-Davidson: Opportunity Exists to the Downside

This is a comment from Wells Fargo republished in Business Week:

Wells Fargo upgrades to outperform from market perform; raises estimates, valuation range

Wells Fargo analyst Timothy Conder said on Oct. 14 that he upgraded Harley-Davidson's stock on his belief that investors have yet to fully appreciate the likely year-end 2009 supply/demand gap that should allow for low single-digits 2010-11 shipment growth and stabilizing used bike prices in the first half of 2010.

The analyst also sees a likely resumption of Harley-Davidson's share repurchase program with excess free cash flow. He raised his $1.32 2010 earnings per share estimate to $1.44 and sets a $2.12 2011 estimate. He raised his $19-$21 valuation range to $30-$32.


Any response, author?

Ocwen Has an Offering I Can Refuse

Nice sale...can't believe that it held up for a while then got crushed so badly. Looks like you can pick up stock this a.m. in the high 8's...

Cramer's Lightning Round - The Best Performing Natural Gas Stock (7/29/09)

What does that mean - let PTRY go up 4 or 5 points??? That is over a 20% move...yet it's a Bearish call. What does that mean??

CIT: A Win-Win Trade Idea

The bonds you can buy in many eletronic brokerages - I use Fidelity - what I would like to know is where anyone can borrow the common.

CIT: A Win-Win Trade Idea

Yeah, I love getting a borrow on $0.50 stock.

Boeing Strike Seems More Like Corporate Terrorism

From what I have read, the real problem the machinists have with BA is not wages but that so much of the dreamliner's parts are coming from off shore or from non-union origins. In other words, they are not necessarily dissatisfied with current conditions, but worried about a future where BA doesn't need them at all.

Dryshippers: A Buy or a Sell?

This is a news item from today, that talks about the demand in China for rebuilding infrastucture destroyed in their recent earthquake. ~$200B over three years. That is alot of unanticipated commodity demand.

news.yahoo.com/s/ap/20...

Target is Roadkill - Cramer's Stop Trading (7/28/08)

I don't know how anyone can rely on the accuracy of these synopses when the editors can't even get their dates correct.

U.S. Credit Card Industry Moving into Uncharted Territory

If banks, or the federal government for that matter, have to sustain higher losses on creditcard defaults, they will inevitably have to pass some of that on to MA and V in some form or another (i.e. lower transaction fees) and/or they will issue cards with higher interest rates, or even require fees to the consumer for their use. Any of that will be a detriment to V and MA's profitablity. Then there is the fact that consumer spending will likely contract with gas prices going ever higher.

disclosure: short V

The Triple Play: Oil Addicts, The Credit Crunch and Deflation

"The fact the U.S. government (under the auspices of the Federal Reserve) are printing out ridiculous amounts of money."

Please explain how this is deflationary? Perhaps you mean devaluation of the dollar?

Seems like we have more money chasing fewer goods, which should be inflationary.

Central Pet and Garden: Gem Of A Stock

The Book Value mentioned here, doesn't take into account CENT's special stock dividend back in early February. This also accounts for the author's mistaken p/e. It's a very misleading article. Unless somehow I am missing something.