Here is the Q&A with Bill Ackman..
Here is the Q&A with Bill Ackman..
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Subs: Adding to a Position
The ignored earnings call yesterday presents us a huge opportunity IMO.
From the man who at the end of March emailed me and said “I am all in” ……..what a call.
From the man who at the end of March emailed me and said “I am all in” ……..what a call.
We have referenced this chart in the past and it bear looking at again. It is from Dow Chemical’s (DOW) earnings presentation today
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Phillip Morris International Reports
Strong Q. Increasing dividend, $1.5B in share repurchases, 18% eps growth (ex currency) and full year forecast raised.
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Subs: Walter Schloss Investing
Who is Schloss? Probably the greatest investor most people have not heard of. How good? Try 433% vs 5% vs the S&P just since 1998. Read on….
So if I told you a holding was about to enter into a Wal-Mart (WMT) pilot program (500 locations) you’d think it was news. It would be if there were any analysts on the earnings call yesterday, note at the end of the following call, not single question. Since there weren’t, the news did not get out. I am buying more today.
So if I told you a holding was about to enter into a Wal-Mart (WMT) pilot program (500 locations) you’d think it was news. It would be if there were any analysts on the earnings call yesterday, note at the end of the following call, not single question. Since there weren’t, the news did not get out. I am buying more today.
Keys: Sales up, Volume up, Price up, Costs down $3.5B and the Operating Rate rose to 78%. The bad news? This is a global, not a US story. That matters if you are using Dow for a proxy…
Seems we get a new agreement almost weekly now…
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Subs: New Transaction
Sold some more covered calls
Must see….
Must see….