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boundiron

boundiron
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  • Fiat and Chrysler to speak as one [View news story]
    This merger will assure financial security and production planning predictability…
    its a screaming buy…due to the CEO capabilities...
    Jan 27 12:37 PM | Likes Like |Link to Comment
  • The Tile Shop: Poisoned Tile, Bad Actors, Unsustainable Margins, And A Stock Ready To Crack [View article]
    Lets not JUMP-
    Too many of these negative "reports" appear when a source has ulterior motives.... Wait for Co to respond.

    And the company ISNT overvalued if you think that this has same growth platform as Lumber ;iquidators!!!!!!!!!
    Oct 21 12:56 PM | 3 Likes Like |Link to Comment
  • A $3.9B funding shortfall could lead the $12/share special dividend attached to Carl Icahn and Southeastern Asset's bid for Dell (DELL -0.1%) to fall to $8.50-$9.35/share, argues Dell's special committee in a presentation justifying its rejection of the offer in favor of Michael Dell/Silver Lake's $13.65/share deal. The committee argues Icahn/Southeastern are underestimating minimum cash needs by $1.7B, and ignoring the need for $1.4B in cash for maturing debt. The presentation amusingly tries to paint as bleak a picture as possible for Dell, highlighting its PC share losses, declining margins, relatively low R&D spend, and x86 server pricing risks (in spite of recent share gains). Shareholders vote on July 18. [View news story]
    Lets get on with this...Icahn knows value of this type of value company-hasnt he constantly proven that over past years-CVI,CHK,Fleetcar, Lionsgate, etc etc If Dell wants it so badly, he should pay an additional amount and consider it a cost of doing business - He is a cry baby!
    Jun 5 03:34 PM | Likes Like |Link to Comment
  • Amira Nature Foods: Only In America (Under The JOBS Act) [View article]
    armanino food distributors - amnf- a dollar stock paying over 4% for years - and company growing! Major future.... And I hate food stocks generally
    Jun 2 10:21 AM | Likes Like |Link to Comment
  • Soros And Jim Grant Like Junior Gold Miners - Takeout Target Pershing Gold Might Be One To Focus On [View article]
    PGLC as an Indendent, is a $5 stock once they start pruction and report operating ####.....If a present value to $5 is made, I'm in favor-not less
    May 28 01:56 PM | Likes Like |Link to Comment
  • More on OfficeMax's (OMX) Q1: The retailer again cites declines in technology sales as revenue tailed off. Same-store sale fell 5.4% during the period. Cost reductions helped the company improve gross profit margin moderately, up 20 bps to 26.0%. After sizing up April trends, OfficeMax projects Q2 sales will be lower than last year. OMX +1.5% premarket. (PR[View news story]
    20% of Boise Cascade + the Cash received in February (with interest from Feb, more than the $1.50 per share distribution announced) from that IPO may be worth $4/5 per OMX share..... The stock is held under a shareholder agreement with Madison Dearborn...assuming the usual clauses in a Shareholder Agreement with Madison, this 20% stake is probably worth more than the present share price , to either Madison or another value Investor, i.e. Icahn, Pershing, etc etc. Let the Board know about your feelings about manner that this investment is being dealt with!!!!
    May 7 02:12 PM | Likes Like |Link to Comment
  • Starbucks (SBUX) buys its first coffee farm with the purchase of a 600-acre property in Costa Rica. The company plans to test new coffee varieties and do research at the location. [View news story]
    Another profit center for SBUX....
    Mar 19 10:35 AM | Likes Like |Link to Comment
  • The Dell (DELL +1.6%) leaks won't stop. Bloomberg now reports Blackstone has joined H-P and Lenovo in studying Dell's books during its go-shop period, and that Carl Icahn is seeking a $9/share special dividend as part of his leveraged re-cap proposal. Sources suggest H-P and Lenovo were more interested in getting a peek at a rival's books than in making a bid. Shares closed at $14.32. (more on Dell). [View news story]
    $9 dividend is manner to settle this valuation charade. Let Donald take a "haircut"-he deserves it.
    Mar 6 04:27 PM | Likes Like |Link to Comment
  • Johnson Controls (JCI +1.9%) pares back gains after the company denies earlier reports that it might sell its automotive interiors business, saying it has no current intention to divest this segment. [View news story]
    Where there is smoke there must be a fire!!!!
    Why would they keep this division at a 1.9% margin???
    Much talked about previously-I will add to JCI tomorrow.
    Mar 6 04:25 PM | Likes Like |Link to Comment
  • Chesapeake (CHK -2.8%) is obviously a distressed seller, so that helps explain why the $1B Sinopec (SNP +0.6%) paid to get into its Mississippi Lime acreage is below expectations. But the Mississippi Lime hasn’t shown great results: "It seems that foreign investors have been less willing over the last few years to come in and pay a large amount for unproven acreage,” Wells Fargo’s David Tameron says. [View news story]
    Seems that CHK doesnt get credit for anything....They sold an unproven asset for $1B CASH . Analysts have pressured CHK to reduce debt...and, show more revebue from liquids that they exhibited in 4th Q reporting. SDelling shareholders are just setting up Icahn and Southeast for a killing on the stock.
    Feb 25 02:04 PM | 1 Like Like |Link to Comment
  • ARMOUR Residential REIT (ARR): Q4 EPS of $0.22 misses by $0.05. (PR[View news story]
    Not to worry....Company monthly dividend secure.
    Feb 22 04:20 PM | Likes Like |Link to Comment
  • Office Depot (ODP -3.6%) and OfficeMax (OMX -2.3%) drop again as the pair now trade lower than where they did before the merger was announced. Investors seem to want to find out who is running the nameless new company before backing it to see a return to profitability and relevance. [View news story]
    Where Is The Beef????????
    OMX has received 123mm from the Boise Cascade IPO, PLUS common stock representing 14% of Boise...No one is talking or reporting about this major ASSET! Too big to fall thru cracks.
    No approval of any merger deal until the OMX shareholders get a big prior distribution or other priority distributions in future or other recognition of this non-operating ASSET!!!!
    Feb 21 10:59 AM | Likes Like |Link to Comment
  • Molycorp (MCP -7.4%) plunges after warning of substantially lower than expected production in Q4 2012 and H1 2013 while foreseeing a $250M cash shortfall even with its proposed $300M capital raise. But hope springs eternal for some, as Oracle's Laurence Balter remains bullish: "They are raising less capital than I thought... Investors need to be patient." [View news story]
    Patience IS a virtue with this company...I hold preferred and common...IT will pay-off despite management incompetance..The assets are too valuable to underestimate..Wait till Icahn becomes a shareholder!
    Jan 23 12:22 PM | 1 Like Like |Link to Comment
  • Cleveland Research tips off that traffic at Starbucks (SBUX -1.5%) outlets is strong and the company's comparable sales in the quarter are trending above the consensus estimate of analysts. The firm's channel checks in the coffee sector are highly cited by the Street. [View news story]
    Verismo is a side show presently-at those prices the gross addition will look good-the long term play on a machine as models are upgraded , is the razor blade theory-I own a Nespresso machine and the cost of the coffee over 3 years is probably 6x my purchase price.

    Looking for 65 per share this quarter
    Jan 15 12:00 PM | Likes Like |Link to Comment
  • Money Managers Are Selling These 5 Rallying Stocks Trading Under $5 [View article]
    OPK not only has a multi-billionaire buying at down-ticks-put OPKO is beco=ming a REAL diversified pharm company-which Frost knows hois stuff very well....I feel sorry for the short positions going into '13..
    This company has real assets and is growing.
    Dec 31 01:14 PM | Likes Like |Link to Comment
COMMENTS STATS
28 Comments
9 Likes