Seeking Alpha

Exercisestellarhealth

Exercisestellarhealth
Send Message
View as an RSS Feed
View Exercisestellarhealth's Comments BY TICKER:
Latest  |  Highest rated
  • Trinity Industries Shows Value Despite The Noise [View article]
    If a person believes in the integrity of management, and that they were not negligent of important guardrail safety standards than yes it is a value buy and may go lower while this investigation continues, although the dividend could be higher. Competence and integrity are both aspects of a well managed company.
    Apr 25, 2015. 12:22 PM | Likes Like |Link to Comment
  • Trinity Industries Shows Value Despite The Noise [View article]
    If TRN's negligence is the result of the loss of innocent lives which it may or may not be, and it is found via the process of litigation that TRN did bribe safety officials to ensure positive safety results. Than this no matter how good a value this company is not a company I in good conscience would invest in. There are a range of very competently/ethically managed companies, with strong financial metrics to watch and buy on over all market and/or individual company sell-offs/dips at bargain/value prices.

    Perhaps this is an attempt by an unknown party as many have suggested to undermine TRN's credibility if this is determined over the course of this investigation via evidence/facts ect.. to be the case and the stock is still low, than it is an attractive option for a value investor although the dividend yield is low. Other companies in this sector pulled down by the TRN situation without the legal and ethical questions are options.
    Apr 25, 2015. 11:46 AM | Likes Like |Link to Comment
  • Bloomberg: Trinity guardrails at center of U.S. criminal investigation [View news story]
    True re: ARII an GBX. Re: the large drop despite substantial earnings and guidance beat: Many potential investors and current TRN investors have been touched in some way by car accidents whether personally or via friends/family ect.. and most drive themselves. Many people want the truth was it the guardrails or another safety issue such as negligence via highway dept's, something has happened to cause these unfortunate, "accidents."

    Regardless innocent lives of people with dreams, hopes, like all of us have...were lost. Litigation, further objective safety tests ect.. will help determine the facts and cause(s), including whether there was negligence via TRN or there is an attempt to undermine their credibility by an unknown party.
    Apr 24, 2015. 05:09 PM | Likes Like |Link to Comment
  • Bloomberg: Trinity guardrails at center of U.S. criminal investigation [View news story]
    I found highway engineer AU 70 Tiger's comment very interesting and relevant. As well a positive way to spend a career, ensuring highways are safe for people, preventing accidents and trauma for millions of drivers. Perhaps the integrity of Trinity's guardrails are below safety standards, or there is another reason beyond Trinities control such as written of by AU 70 Tiger. Regardless, innocent lives were lost and whether there is an attempt to undermine Trinity's credibility as suggested in some articles and by other seeking alpha investors, or the guardrails are the fundamental cause of these unfortunate, "accidents," litigation will help to determine the truth which the families, potential investors, current investors and other interested parties need.

    TRN's fundamentals, ROI, growing EPS, profit margins ect.. are strong as noted in the recent earnings/the company appears a valuation buy. But if strong financial metrics are even in part a result of negligence, bribes or creative accounting, managerial opportunism ect.. I know myself and many investors would not wish to be long-term investors. Trustworthy, honest, integrity focused and highly competent management whom grow EPS based on skill/competence/exper... ethic verses, dubious/fraudulent practices is very important to me and many people as investors, which TRN's management may well be. I prefer to wait on the sidelines until this matter is thoroughly resolved.
    Apr 24, 2015. 04:35 PM | Likes Like |Link to Comment
  • New CEO For SeaWorld, Same Solid Investment Opportunity [View article]
    Ralph Munro long time Republican and former Secretary of State for Washington. Is just one of countless people globally including myself Alex whom are not PETA members and do not based on first hand evidence from prior SeaWorld trainers, other highly credible evidence such as video, and just reasonable common sense have concluded the Orcas are not treated with responsible, kind care at SeaWorld. Nor is it moral to keep any highly intelligent Orca anywhere globally in pools the relative size of a bathtub, or in captivity period.

    Ralph Munro actively worked to ensure Southern resident Orcas would be on the US endangered species list, which they now are as of earlier this year. He did this for several reasons one to help ensure Lolita at SeaWorld would be released back in to the ocean with her pod. He continues to actively advocate for Lolita. Now that she is considered an endangered species it will be much more difficult for SeaWorld to obtain permits to keep her. A matter which is currently before the courts.

    She lives in this tiny pool at SeaWorld, when orca's naturally swim thousands of miles annually and dive deep in the ocean, her pool is no more than 20 feet deep. She regularly gets sunburned because she can't dive deep enough to avoid the constant hot daytime sun. This is not treating the whales fine, to any reasonable person with a conscience which I am sure you have. Sunburns hurt whether a person or a whale. She also out of depression and boredom regularly grinds her teeth and hits her head against the walls of her super tiny little pool. This is evidence prior trainers including John Hargrove whom quit SeaWorld out of great concern for the health of the whales have provided as well as by visitors to SeaWorld.

    If you are also just fine with calves being taken from their mothers, at approx. three years when in the wild they bond for life and can live up to 70 plus years which they also regularly do at SeaWorld and other Orca aquariums globally then keep advocating this stock which is overvalued anyways with a PE of 34. SeaWorld without a doubt, ie. if they cared they would at least built Lolita a much bigger pool for instance are only using these super intelligent animals as a commodity to make money. There is nothing noble or admirable about it rather a sad commentary on some aspects of humanity that hopefully and as an optimist I believe with time will change.

    There are plenty of other more ethical and innovative, harmless ways to create profits. I do my research and due diligence whether regarding equities or issues such as important moral issues re: orcas in captivity and base my opinions on facts, evidence and my own integrity compass. There are plenty of companies Alex you can invest in on pullbacks and generate capital gains whom do not profit from unacceptable/ unkind treatment of people or other species. Kindness is of great value morally and financially.

    I only invest in companies which endeavor to meet the requirements of the triple bottom line. With progressive, highly competent, integrity/morally focused, innovative, charitable, wise, experienced, trustworthy CEOS and CFOS. Each company I have and discussed on this site has appreciated. Integrity and profits are interconnected as they should be. Including Skyworks, Delta Air, Apple (which under Tim Cook has performed very well and he has increased Apple's charitable giving/environmental stewardship/wages for workers in China-profit and socially responsible the triple bottom line) and Hains Celestial, sells only healthy, organic food and has appreciated by about 40%, with a stock split as well.

    I know Alex and there is much research from a range of disciplines from social science to economics which supports that if you select well managed companies with sound financial fundamentals operated around a core set of moral principles such as discussed in Stephen Covey's 7 Habits of Effective People. With a growing dividend and buy shares on pullbacks you will generate not only ethical profits but more financial profit. Capital gains which you can use for your own life, family, friends, community and to donate to important causes you believe in or to volunteer your time with. Health and time are true wealth. We all have a responsibility to not only treat ourselves with dignity and care but all other people and other species like the amazing, iconic, highly intelligent, Orcas.

    SeaWorld's management acts without a moral core not only towards the whales but for example towards prior staff whom have said it is a unpleasant, intimidating work environment, this is not going to work guaranteed in the best interests of the company or shareholders.
    Apr 3, 2015. 07:54 AM | Likes Like |Link to Comment
  • Fastenal Down 12% Year-To-Date, Opportunity For Long-Term Investors [View article]
    True always buy low, just wait there are always viable, competently run companies, with growing earnings with price adjustments for a variety of reasons. Considering the US airline sector two quarters ago Delta, Southwest and American had huge sell offs due to Ebola issue and as the sector overall was overbought and there was simply a lot of profit taking and readjusting of portfolios. Since then Delta and Amer. have gone up 20%plus and apple when it hit 400 just a year and half ago. Watching a range of viable, companies with growing profits and dividend, well run, ethically managed ect.. until one has a sell off for whatever reason then buy it at a bargain basement. Re: Fast it is still priced to high for a value investor.
    Feb 16, 2015. 12:47 PM | Likes Like |Link to Comment
  • Telus Corporation: It Beat The Market Before, Needs High Earnings Growth To Do It Again [View article]
    Very well written analysis of Telus. I will read the Q4 call focusing on several areas including projected earnings. Projections for first half of 2015 could be low due to oil price decline, as many Telus customers and potential customers are in Alberta. If there is a sell off and over the next few months the stock reaches a more value investor PE ratio with a growing dividend and buybacks starting this year it would be a good long-term dividend stock in a non-cyclical sector.
    Feb 10, 2015. 03:23 AM | Likes Like |Link to Comment
  • Is Saudi Arabia Dragging Oil To A New Low? [View article]
    I have thoughtfully listened to many speeches by Al Naimi on renewable, oil, and the innovation/enterprise economy in Saudi Arabia. It appears he would like to see Saudi Arabia transition towards a far more diversified economy far less dependent on oil revenues he mentions for climate change reasons which he is personally very concerned about and for economic stability obviously far better to have many strong well developed sectors verses too much dependence on just one especially a volatile commodity like oil. However members of the Saudi royal family are concerned about this transition to the knowledge economy, it is interesting to follow.
    Nov 9, 2014. 05:09 PM | Likes Like |Link to Comment
  • Is Saudi Arabia Dragging Oil To A New Low? [View article]
    I had thought Saudi Arabia is attempting to drive oil prices lower thus squeezing out some supply/competition ie. US production and tar sands in Canada which are not profitable below approx. $70. As well Ali Al Naimi Saudi's Minster of Oil has said in several speeches SA is proactively reducing it's GDP's dependence on oil revenue which made up 67% of their GDP in 1960's to 30% today and is focusing on building on diversifying their economy into the knowledge and innovation sectors including renewable energy.
    Nov 9, 2014. 05:01 PM | Likes Like |Link to Comment
  • Do You Have The Patience To Be A Successful Value Investor? [View article]
    Super and highly relevant article in this very volatile market where some people may get nervous and sell, verses realizing if a company is well managed with good fundamentals it will come back to it's intrinsic value. With QE ending and global growth concerns and just people buying and selling daily for a variety of reasons such as to shift a portion of their portfolio into another sector or they just want a change ect... there is always undervalued opportunities. During the recent October sell off obvious ones were Delta and American Airlines, which after good earnings moved back up towards their previous prices. Apple when it fell to 400 last year is also a good example. I think all new investors have sold off prematurely until they get more experienced I know I have several times, with practice I have improved my long-term investor skills.
    Nov 9, 2014. 04:33 PM | Likes Like |Link to Comment
  • Einhorn Continues To Greenlight Micron [View article]
    Thank-you for your efforts, agree with your overall assessment re: dram, am holding for the long-term, and am looking forward to comments on analyst day Aug. 06th. Likely consolidating, a breather has been overdue as well investors and traders are focused on other stocks in the midst of this earnings seasons. It is also summer, less volume generally overall, people are enjoying their holidays, which is great.
    Jul 28, 2014. 12:10 PM | 1 Like Like |Link to Comment
  • Column: Jeff Immelt is the American Canada needs to lead oil sands clean-up [View news story]
    Solar is advancing very steadily via innovation and increasingly cost effective. I rotated my funds out of Suncor at 33.50 range even though I knew it had lots of room to move up into Jinko and Sunedison, they are very volatile hence good trading stocks.
    Jul 12, 2014. 02:57 PM | Likes Like |Link to Comment
  • Trina Solar Revised To $14 On Cost And Market-Related Concerns [View article]
    I do agree re: SCTY.
    Jun 30, 2014. 08:02 AM | Likes Like |Link to Comment
  • Updating My Outlook For Whole Foods Market: Time To Buy [View article]
    That is super, but has this got to do with Whole foods?
    Jun 27, 2014. 10:11 AM | 5 Likes Like |Link to Comment
  • eBay: Bargain Or Bust? [View article]
    Compelling and relevant questions.
    Jun 25, 2014. 12:13 PM | 1 Like Like |Link to Comment
COMMENTS STATS
377 Comments
512 Likes