Buying Homemade Italian: American Italian Pasta Company [View article]
2 quarters in a row of declining sales. if the trend is towards eating at home, why are sales declining?
also, take a look at the pasta aisle, in your local supermarket. when was the last time you didn't see pasta being nearly given away? A buck a box, sometimes less. doesn't seem there's much pricing power, in that category. lastly, volatile grain prices can kill their margins in short order.
oh, and yes, no dividend. other, larger, more diversified food companies pay their shareholders, while they wait.
Nucor Corporation: Fantastic Stock at an Attractive Price [View article]
I'm sure you could have said the same complimentary things about Xerox, or Polaroid, at some point in the past. A prolonged recession will wear down the balance sheet, and then suddenly management isn't going to seem quite so competent. The steel industry has the potential to remain in the doldrums for an extended period of time. Your analysis relies far too much on the past. Nucor's future is extremely uncertain, and the price reflects that uncertainty. Management won't hesitate to cut that fat dividend, if economic travails persist. IBM, GE, and a host of other companies have slashed dividends when the going got tough.
Arkansas Best: Small Cap Trucker Set to Go the Distance [View article]
You neglected to mention ABFS's union pension obligations, should YRCW fail. Yes, they'd pick up additional business, but the potential financial burden from YRCW's demise would be immense. Look into it, you'll be amazed. I own ABFS and would not buy another share.
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Latest | Highest ratedBuying Homemade Italian: American Italian Pasta Company [View article]
also, take a look at the pasta aisle, in your local supermarket. when was the last time you didn't see pasta being nearly given away? A buck a box, sometimes less. doesn't seem there's much pricing power, in that category. lastly, volatile grain prices can kill their margins in short order.
oh, and yes, no dividend. other, larger, more diversified food companies pay their shareholders, while they wait.
Nucor Corporation: Fantastic Stock at an Attractive Price [View article]
Arkansas Best: Small Cap Trucker Set to Go the Distance [View article]
Harris Teeter Owner Ruddick Corp. Worth a Long Look [View article]
You just can't get that kind of deep analysis from Barron's.
Coeur d’Alene Mines: An Overlooked Silver Opportunity [View article]
On Jan 03 05:34 PM ecadese wrote:
> Anyone know how to pronounce Coeur d’Alene Mines correctly?
Motorola: Turnaround in Progress? [View article]