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starcorral

starcorral
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  • ModernGraham Quarterly Valuation Of Ford Motor Company [View article]
    I read your response and respond thus: The issue of dividends is a good general category, but the decision making is up to us investors. So while I agree F does not meet their critera, you and I feel it is - in this case - not really important with relation to Ford's recovery. Perhaps failing that test helped Ford sink a bit lower so we could buy more.

    Of course this leads to "earnings stability". Again - you and I understand the dynamics of canceling a vehicle, totally revamping the system, accepting a period of lower sales until new production ramps up. In F's case this is not a negative indicator.

    By all accounts Ford is a perfect 5 of 5; the reasons forthe failure in the other issues related to the success of the new plan - almost the Phoenix rising. I drive Honda/Acura, but F is my Crown Jewel.
    Nov 22 11:00 AM | 1 Like Like |Link to Comment
  • Ford Motor: 3 Catalysts For Ford Motor That Could Drive The Share Price Past $20 In 2015 [View article]
    $20 is the first step. My hope is $5 dividends on F at $35 -$30.
    Nov 21 10:20 AM | 1 Like Like |Link to Comment
  • A few inflation outliers for October [View news story]
    I thouroughly enjoyed watching Delta and AMerican plunge from over $42.00 to $30.00 and below. The current fare and fuel situation was coming on line, and the smart money was telling us dumbasses that the airlines were a costly dead end. So when I watched 3500 plus shares dropping at a dramatic rate, I was watching people following Lambchops over the cliff.

    With the hospitality business suffering and oil prices in the upswing, it was just a matter of time before oil rich country greed morphed into a windfall for us. GO ahead and call it inflation, but remember that the entire transportation industry and hospitality industries are reclaiming the billions sucked up by OPEC's greed.

    I am glad AAL and DAL have rising emplanement and are flying closer to capacity. I may pay $400 more for travel, but my dividends will more than cover that. So call it inflation. For that fact Mustangs and F150s will cost more this year. 70" TVs will cost less than half (in real dollars) than what 27" TVs sold for in the 1980s. Thank God Jimmy Carter isn't considering a third term????
    Nov 20 11:25 AM | Likes Like |Link to Comment
  • General Electric Is Rising From The Ashes [View article]
    What ashes? Phoenix rose from catastrophy. All of my top positions (70% of my portfolio) share one thing in common: They were all way down and adopted complex, difficult, potentially rewarding turnarounds.

    Fortunately only one crashed - American Airlines.

    GE's plan involves projects on scales that are grand and historic in nature. Getting Joe Piscopo to host SNL and competing with Trader John's EZ payday loans are no longer part of the picture. Jack is back in the box.

    Immelt is not considered a visionary by most. I, however, see his vision as remarkably valuable and doable. AN investment in GE is an investment in a better future particularly for investors by virtue of dividends and long term growth.
    Nov 19 11:27 AM | 6 Likes Like |Link to Comment
  • General Electric's Disappointing Performance Likely To Continue [View article]
    So - you shorted GE and want relief from the squeeze. If GE can maintain the dissapointing performance of the last three months, I'll be overjoyed. I am hoping GE can increase 1 - 1.5 % per year. That plus the dividend covers ammo, accesories, and counterterrorism training camp till I can hold #2 pencils in my wrinkles.
    Nov 19 10:10 AM | Likes Like |Link to Comment
  • The Case For Navios Maritime Partners' Stock Buybacks [View article]
    Thank God I'm not well educated! I bought NMM for two reasons: 1) It pays a very substantial dividend, and 2) NMM is a decent prognosticator. You'd think dry bulk would be relatively stable, but lately it certainly hasn't been. I think a buy back would go against the grain and is unlikely.

    Let's say dividends fuel loyalty. NMM will find a floor soon and start the climb - again.
    Nov 18 07:42 PM | Likes Like |Link to Comment
  • Parker Drilling Co.: Fleet Status And Q3 Results [View article]
    Hold is an OK, but the signal really is buy, buy, buy, - just not yet. PKD is goiing nowhere as the industry copes with a worldwide collapse in oil prices, but that collapse is now in or closing in on the inflection point where further downward movement is likely an overshoot. Six months from now the climate will be different and oil will be going up. PKD will no doubt rarin to go and the stock may recover u to 60 or 70% of it's most recent highs.

    Six months promise to be a season of rebound; we don't know when, so initiating a position in PKD is more about finding that bottom.
    Nov 18 06:59 PM | Likes Like |Link to Comment
  • Both I And Barron's Believe Ford Has 30% Upside In 2015 [View article]
    Yes, I agree that Ford should hit $21.00 in 2015 - but not likely until April when numbers come out. The $28.50 share price might not make it by December however. It just depends of July's and October's numbers.

    People who have invested in Ford need to simply accept the fact that this is a bad, negative Karma stock; if sales and profits jump 15 -20% in the April report, 21.00 is likely a done deal. However if sales and profits only go up 7 - 12% we'll see Ford stock flat and or declining. Even if performance remains at the 15 -20% Ford will probably have trouble reaching $22.50 - $23.50 by years end. Only if there July's and October's numbers increase sales and profits significantly can we expect Ford to hit the $28.50 mark.

    Whatever ther case, you better back 15% off the peak if you are going to hold beyond the $28.50.

    Ford is a despised company here in the USA. It is considered the "folly" of American Nepotism. It is the company in which the redneck population of America beleives ancient demented family shareholders seek any opportunity to influence the return of chrome, road hugging weight, thin metal dashboards with horizontal gauges, and thin piss poor cracking upholstery. It is a company whose name is an anagram for "Fix Or Repair Daily". For me Ford is a company lifting itself from mediocrity with alacrity.

    Thirty years ago a ten year old Mercury Comet (Vomet) looked like an abandoned farm implement. Today the majority of the oldest Fusions are still attractive cars a teen would appreciate without embarassment. Ten year old and older Mustangs still look good and very desireable. Fewer older Fords than ever before look , sound, or drive "hobbled" by time or lack of care. My experience is that that can not be said on many of GM's offerings.

    Most people don't pay attention to the facts. I loaded up on Ford on the cheap cheap. I have no reason to believe that Ford will not eventually be in the mid-30s. With just a tad under 5000 shares, I look at perhaps a 4% dividend of about $5000+ annually plus sufficient equity to help my kids - all that is one position.

    Recycled beer cans and Mustangs playing a Ferrari soundtrack are just part of it. As I have said before - it ain't stock; it is shares of ownership and the pride that goes with.
    Nov 18 11:46 AM | 4 Likes Like |Link to Comment
  • Ford: Finally Ready To Roll In 2015 [View article]
    In 12 months people will be driving dealer OEM Mustangs, Camaros, and Corvettes on race tracks against the finest Europe has to offer; it will be the driver- not the car - that will determine the winner.

    In 6 months people will be trading high performance cars in of trucks that can duplicate the sports car performance and then haul enough material in one load to build a pole barn 3 car garage.

    Somehow foolishness has prevailed in setting the mood for investor's expectations of Ford. The good old and bad old days don't count. It is a matter of keeping your nose out of the air and your hands out of your pants. Failure is not an option and is incredibly unlikely. If in doubt, invest your money elsewhere. Now THAT was easy.
    Nov 12 09:04 PM | 1 Like Like |Link to Comment
  • Ford: Too Cheap To Ignore? [View article]
    It would have been nice if Ford had considered all of the properties of aluminum before gambling the whole company on an aluminum bodies pickup. Well - maybe they did and we just don't know about it.

    My car has an aluminum unibody, aluminum engine block, heads, suspension arms, tranny case, frame braces, and so on. It was built in 1994. Body still looks good - no dings. It still drives well and gets good mileage. Maybe Ford knows more than you think.
    Nov 11 06:08 PM | Likes Like |Link to Comment
  • Homebuilders higher after early Toll Bros. results [View news story]
    Hovnanian's breakout is a certainty awaiting the starting bell. The question then will be a most difficult "when to sell". Don't expect Spring 2015 to pass without seeing numbers up a good bit.
    Nov 10 06:15 PM | Likes Like |Link to Comment
  • Positive reviews for the 2015 F-150 pile up [View news story]
    Ford stock from 2012 through 2016 will be remembered as an important example of 1) how many diferent factors affect stock pricing and 2) how professional manipulation and misinformation lead the majority of invvestors to buy high and sell low. This is the essence - the foundation of "the rich get richer and visa versa".

    F prices go down on good news because....? Sure - Ford might hit 27.00 next year. By the same token we could see Ford double 2013 profit accompanied by shares struggling to hit $15.00. Money can not be made in today's market unless there is a loser in the equation. Ford will continue to stay low until - well - until it goes up. Intelligence is not required; patience is.
    Nov 10 06:11 PM | 1 Like Like |Link to Comment
  • Zillow -9.8% AH on light Q4 guidance; Trulia -6.6% [View news story]
    Zillow is a case of heat insufficient to light the fire. One of my moderate sized holdings - HOV - tells more of the story. Lower incomes, end of QE, oil economics, and mid term election expectations have had a significant housing industry impact.

    Zillow will bloom with a boom, but we have yet to see a bang or a pop in the short to medium turn. You have to think about the housing industry in terms of the next congress. All told the optimism housing would take off this year went away by early Summer. My REITS are coming back. No doubt the housing cycle has been dramatically altered and is staging for a belated recovery.
    Nov 6 09:19 AM | Likes Like |Link to Comment
  • Today In SA PRO: Friday, June 20 [View article]
    When I sold Cenveo for about whgat I paid for it, I saw little opportunity for the future. That was over a year ago. But I do agree; it could be up to $3.25 before - well uh... in the future.
    Nov 6 08:56 AM | Likes Like |Link to Comment
  • Parker Drilling misses by $0.01, misses on revenue [View news story]
    Every issue I own related to oil is down, but each issue is very notable in their "field" from PKD to PSX to COP to ECA. These downtrends tend to seperate the wheat from the chaff; I own wheat. It may not get better for a long time, but PKD has a long history of knowing what and where to pare; ECA is not shy about being a chameleon, and the OK origin companies are like scorpions after an atomic blast - surviving and ready to dine.
    Nov 6 08:52 AM | Likes Like |Link to Comment
COMMENTS STATS
498 Comments
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