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moseharper

moseharper
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  • Danaher to separate into two publicly traded units [View news story]
    Sit tight and enjoy.
    May 22, 2015. 12:09 PM | Likes Like |Link to Comment
  • A Deeper Look At Hormel's 29% Earnings Growth [View article]
    Then you all should have bought at $35 like I did. But then again, I thought it had a ridiculous PE at the time.
    May 21, 2015. 04:44 PM | Likes Like |Link to Comment
  • A Deeper Look At Hormel's 29% Earnings Growth [View article]
    The avian flu should be an issue for 1- 1.5 quarters at most. New hens can lay eggs at 7-9 months (Hormel is not in the egg business that I know of). Chickens become broilers at 7-9 weeks; roasters at 12-20 weeks.
    Turkeys are a quick study: from chick to market in 3.5 to 4 months. The flu outbreak has been fairly bad in Iowa, but the bird populations are huge.
    The next quarter may suffer a bit as a result of this situation, but overall, Hormel is doing fine.
    May 21, 2015. 02:43 PM | Likes Like |Link to Comment
  • How Much Of Your Company's Growth Is 'Manufactured'? [View article]
    Treasury shares have other purposes: to buy other companies with and to increase your share ownership in companies that are doing buybacks. Mr. Buffett notes this in his letters as he (BRK) has taken advantage of this with AmEx & IBM buying their own stock, as well as to make swaps- as BRK did with P & G/ Duracell. And I believe Chevron has done this, too. If the shares are taken in as treasury stock, held and not actually cancelled, they can simply be re-issued in a buyout of another company.
    May 20, 2015. 10:36 PM | 3 Likes Like |Link to Comment
  • Union Pacific: Automotive Picking Up The Slack [View article]
    The demise of the RRs is a bit overstated. Think about it.
    May 19, 2015. 08:16 AM | Likes Like |Link to Comment
  • Should You Follow The Director Into Chevron? [View article]
    Money borrowed is to complete cap-ex projects, not cover the dividend. LT projects are financed, dividends are not. Which do you think you are borrowing for: to buy your groceries each week or to finance your home?
    May 18, 2015. 10:54 AM | 7 Likes Like |Link to Comment
  • Railroad stocks weak after Kansas City Southern warns [View news story]
    They flood the networks with a derailment almost as much as rioting and looting.
    What's with KCS? Pulling all guidance- why not just jump off the roof? Seems a bit over-dramatic to me.
    May 14, 2015. 12:26 PM | 3 Likes Like |Link to Comment
  • Wells Fargo CEO Stumpf discloses $19.5M purchase of Chevron stock [View news story]
    Smart man.
    May 13, 2015. 08:54 AM | 7 Likes Like |Link to Comment
  • WSJ: Danaher, Thermo Fisher compete to acquire Pall Corp. [View news story]
    DHR is know for getting deals, not getting took. Hope they pass on this one. Pall is a good company, but this would be dicey for DHR.
    May 11, 2015. 07:15 PM | 2 Likes Like |Link to Comment
  • Oil train derails, erupts in flames in North Dakota [View news story]
    Several cars "burst into fire" yesterday in Iowa...oh wait- those are not rail cars- just regular cars. Huge pileup on I-80; explosions, fires, injuries.... including trucks, tour buses and passenger cars. Require all vehicles to be rebuilt to higher safety standards?
    May 9, 2015. 08:28 AM | Likes Like |Link to Comment
  • Wells Fargo boosts estimated legal losses estimate [View news story]
    What- you think they should just give it to you? Write you off as a gift to charity?

    As to O & G loans- not a material issue as oil continues to rise.
    May 7, 2015. 08:10 AM | 3 Likes Like |Link to Comment
  • Church & Dwight Reports First Quarter 2015 Results [View article]
    CHD is one of my core holdings. Love the company and it's products. The quarter was good, but need to see why equity was down $200 million- share buybacks? And CR is below 1 now. Need to check this out.
    May 7, 2015. 07:52 AM | Likes Like |Link to Comment
  • Oil train derails, erupts in flames in North Dakota [View news story]
    Producers need to invest the money to be able to remove the volatile gases/liquids in this crude- like the pipelines do.
    May 6, 2015. 11:50 AM | 3 Likes Like |Link to Comment
  • Chevron, Sharply Negative Cash Flow, Dividend Under Threat [View article]
    Borrow for Capex to complete massive projects if necessary; the dividend is another topic altogether.
    After all, do we all go without eating so we can pay cash for our car or house?
    May 6, 2015. 08:20 AM | 7 Likes Like |Link to Comment
  • Disney's Dividend: Eliminate It [View article]
    The dividend is just an added perk with DIS. I did NOT buy it for the dividend. As a matter of fact, I didn't even know it paid one when I bought it.
    May 5, 2015. 06:38 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
302 Comments
400 Likes