User 337526

With Earnings, Carnival Cruise Lines Is Fully Valued

how are you arriving at your 41% vs 9% cagr? are you looking at street estimates out to that time?


On Sep 23 09:09 AM anon09 wrote:

> all well and good - but 15-16x this year still looks an awful lot
> better than RCL at 33.5x this year. also RCL has a 41% EPS CAGR naked
> in between now & 2013, vs. only 9% for CCL - something that is
> clearly not right. rather than take a directional bet on the sector,
> why not buy CCL vs. RCL on the valuation disparity and elimintae
> market/sector risk?!

Textron's Selling Point? Dividends

i agree with you, this article is mis-informed...if textron financial can't provided financing for its customers, then parent will have to bring the receivables and the balance sheet of txt fin over to inc...best case scenario actually is to file txt financial, i do believe it is non-recourse


On Feb 11 08:35 AM jzkl1234 wrote:

> Do you really believe TXT is not going to cut it's dividend? Do you
> really believe TXT is not going to record more writedowns in TXT
> Finance? Do you realize TXT's interest expense is going up, not down.
> Do you really think they are not going to get further Cessna order
> cancellations this year?

GE: 'Deflation Is Out There'

fixed debt obligations, deflating consumer activity...bad


On Jan 26 10:00 AM Stockguy456 wrote:

> What will the influence of deflation be on GEs massive debt?

Is the New York Times Finding Its Way Out of Peril?

the reason they're paying the dividend is b/c the share ownership is that family (name escapes me) and Slim likely controls the board and the former relies on it to fund their family business..its all so stupid, antiquated mgmt practices for an soon to be antiquated business


On Jan 25 08:01 AM Paul Price wrote:

> The NYT is paying Carlos Slim 14% interest on that $250 million.
>
>
> Why are they still paying ANY dividend hen they need to borrow money
> at 14% to do it?
>
> This is management incompetence at its worst.
>
> Just like the old Pan Am Airways the NYT is selling off all its best
> assets to finance losses on its 'buggy whip' newspaper business.
> They should do the opposite by selling off the paper and keeping
> the solid assets.

Foreign Governments Dumping U.S. Assets

someone is, look at where rates are, probably the us government, since shorter term rates are staying low and long term rates are just an extrapolation, i don't think you can take the article at full value...that being said, i'm bullish on gold


On Jan 18 08:42 AM George Kesarios wrote:

> Who's doing all the buying and why has not the bond market not tanked
> by now?

What's in Store for 2009? Gold, Metals and Other Markets

yeah, i didn't either, as long as our banking system is in triage, there is no way the global economy will leave us behind


On Jan 18 08:46 AM adan wrote:

> nice comparisons of for and against, even if didn't agree with all
> of your assumptions or conclusions (did a lot of them though) :-)

Maybe the Bond Market Is Right

remember though the possibility still exists for the treasury to earn a positive carry thru its investments in the financials, etc...plus when you borrow at 2%, its not hard to earn a return on that borrowing...


On Jan 16 05:08 AM User 143167 wrote:

> So the author means that Fed is actually fighting against itself.
> If the UST yield doesn't move up, the reflation failed. If it does
> move up, the Treasury and Fed will have a harder time to refinance
> its own debt. So it sucks either way.