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TRHanson

TRHanson
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  • Phillip Morris: Will Collateral Damage From Reynolds American Judgment Create Opportunity? [View article]
    China is a tough situation. PM licenses to the state run cigarette manufacture (Chinese National Tobacco Corporation) to make Marlboro in China. While this seems good (they are getting money from the Chinese market), it puts them in a tough spot if/when China allows for foreign manufacturers to sell tobacco in China. Hopefully they have some sort of escape clause in their licensing agreement, or their premium brand may be lost in China.
    Jul 21 03:07 PM | Likes Like |Link to Comment
  • Bitcoin/Litecoin Miners Leave AMD And Nvidia In The Dust [View article]
    http://bit.ly/1jolTjW

    The cost of both the Xbone and PS4 comes in just under their retail prices. I'm not sure how much retailers make on the consoles, but I'd bet they pay less than the cost of the consoles. The PS3 wasn't profitable for a long time and the 360 wasn't initially either. They'll lose money on the hardware up front with the idea of making it back on licensing for software that is sold. Every game sold, the console maker gets a cut of. Sort of like how a McDonalds owner probably loses money on dollar menu items, but they expect to make it back up and more on the drink that the person also buys.
    Jun 26 04:00 PM | Likes Like |Link to Comment
  • Philip Morris Shows Strength, Despite Recent Blows To The Industry [View article]
    I think I'd take my chances with the smokes, haha.
    Jun 25 11:35 AM | Likes Like |Link to Comment
  • French minister tells GE to make new proposal for Alstom [View news story]
    You do know that GE had a footprint in France prior to this right?
    Jun 25 09:50 AM | Likes Like |Link to Comment
  • Amazon: Fire Phone Is A Flop [View article]
    Steve, check out Straight Talk. They run on the major networks (if you buy online you can chose) and it runs $45/month unlimited talk and text with 2 gb of data, i think. I'm doing that all off memory, so actual values may be different.
    Jun 24 05:17 PM | 1 Like Like |Link to Comment
  • Bitcoin/Litecoin Miners Leave AMD And Nvidia In The Dust [View article]
    For the record, once again, ATI cards top the best bang for the buck meters over at tom's hardware:

    http://bit.ly/Q9poRg

    That includes the high end market.

    @Tri it's tough to say what console designers will choose for the next generation, but assuming its going to be x86 based doesn't have a lot of history backing it up. Yes, the PS4 and Xbone both use that architecture, but the 360 was PowerPC based, and the Ps3 was cell based. PS2 I believe was MIPS based and the OG xbox was Pentium 3 based (which would be x86). I'm not going to say it isn't going to stay that way, but I wouldn't say it's going to with any conviction.
    Jun 24 03:24 PM | 1 Like Like |Link to Comment
  • Fertilizer Company With $31.17 EPS, $1 Dividends, Low P/E And High Margin [View article]
    For some reason, I didn't realize that there was going to be that much capex in the next 2 years. With that in mind, you are probably correct, that if we see dividend increases, they will probably be modest.
    May 21 12:13 PM | 1 Like Like |Link to Comment
  • Fertilizer Company With $31.17 EPS, $1 Dividends, Low P/E And High Margin [View article]
    For some reason CF has traded between a PE of about 6 to about 10 for a while, if you ignore the recovery in 2011 where the price jumped ahead of the earnings while earnings were rebounding. I don't think that will change any time soon, but going back to a pe of about 10 is pretty reasonable to think. Near term gain of around 25% for that.

    I've owned CF for a while. I like the stock, and the company. I've said before that the one thing people will not and can not stop doing is farming. And as the arable land is somewhat static, but the world population continues to increase, yield is going to become more and more important, meaning fertilizer is going to be more and more important. Everybody should own a fertilizer stock, and I think CF is in a great position value wise.

    The other thing to note about CF is that it is in a pretty explosive dividend growth territory. Yes, the yield is only 1.61%, but they've been growing their dividend incredibly fast with a 5 year DGR at 48%. That's not sustainable, of course, but with a payout ratio of only 9% and profits that continue to rise, we'll see double digit dividend growth for a long while.

    Right now, we're cyclical down for the farm industry. I don't know for how much longer, but I've filled my position in both CF and DE somewhat recently. And I look at them as hold forever stocks.
    May 21 10:48 AM | 4 Likes Like |Link to Comment
  • French minister tells GE to make new proposal for Alstom [View news story]
    I don't believe that buying is foolish, but raising the bid once may have been. Raising it again certainly would be.
    May 21 09:37 AM | 2 Likes Like |Link to Comment
  • French minister tells GE to make new proposal for Alstom [View news story]
    You sold your GE position because France demanded GE submit a new offer and GE has done nothing yet?
    May 21 09:31 AM | Likes Like |Link to Comment
  • Report: France wants Areva to buy Alstom wind unit if GE wins bid [View news story]
    So France wants to gut as much as they can from the company before GE can buy it?
    May 9 10:22 AM | Likes Like |Link to Comment
  • France Going To War Against GE... And I'm Rooting For France [View article]
    I really don't want to argue history on SA, but for some reason, I feel compelled.

    30 years later, we may not have had separatists here after the first group was all hanged for treason. Arguing history based on what might have happened 30 years after something if it happened differently isn't really an argument at all. France helped us because it was in their best interest against England. Without them, 13 colonies would most likely not have been able to win and America may very well have never been separate from England.

    I know about Waterloo. It took declaring Napoleon an outlaw and 6 nations supplying troops (almost half Prussian) to start the end of French expansion and oust Napoleon. Pointing to Waterloo to prove a point that France can't win battles outside of France is insane. Look at the expansion of France prior. Those battles were invasion.

    In WWI, you are right, a ton of those battles were in France. And they won them, against Germans, not other French as your original post indicated. Reclamation of lost territory is part of war. Those battles are very important. Think about the territory lost and reclaimed in the US revolutionary war.

    I also didn't mention WWII, because France was taken over pretty quick. And the Allies really bailed them out, but without Hitler pushing to Moscow, liberation of France would have been much more difficult.

    I'm not a history buff, but it really irks me when people spout off without at least doing a little fact checking first.
    May 6 02:13 PM | Likes Like |Link to Comment
  • France Going To War Against GE... And I'm Rooting For France [View article]
    I'm guessing you've never heard of Napoleon Bonaparte. Or perhaps you don't remember that France aided us in the revolutionary war. France also won a TON of battles in WWI. There are many more examples, but that really has nothing to do with what's happeneing here.

    Like any business agreement, there are going to be pros and cons. The French government is a big con, and I think that with the French government pushing back, this is going to cause a lot of headaches for a bunch of people over at GE corporate.
    May 6 10:52 AM | 1 Like Like |Link to Comment
  • E-cig ban teed up by New York state legislators [View news story]
    Some don't even have nicotine. If they are used to quit smoking (by using less and less nicotine in their juice), some people still like to vape even after cutting all the nicotine out. It's the oral fixation thing. At that point, it *should* just be water and flavoring. Some low quality juice not made in the USA has other chems in it though, but that is much more harmful to the vaper than to others.
    Apr 30 12:14 PM | 3 Likes Like |Link to Comment
  • Philip Morris: Intrinsic Value Of $106 Per Share And 27% Upside Potential (Plus A 4.5% Yield) [View article]
    Going with this, I wonder if selling a near the money bear call spead has any money in it. Right now you could sell a may 87.5/85 bear call spread for 48c giving max return of 23%. I think we're on the upswing right now though, so probably not a great time to do it.
    Apr 22 02:29 PM | Likes Like |Link to Comment
COMMENTS STATS
165 Comments
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