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Universal Display Corp. Message Board

  • sidneyleejohnson sidneyleejohnson Feb 1, 2013 1:06 PM Flag

    Seeking alpha's different take

    "Universal Display (PANL +6.8%) spikes higher after reportedly receiving a favorable mention at the CSIMA value investing conference. " but that investor response may have lead a horse at the conference to buy calls and spread buy out rumors.

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • "Presenter B: Universal Display (PANL)

      OLED market (organic light emitting diodes). Smartphones & TVs are moving to OLED. Lighting will likely move to OLED. 25% of market cap short. Cheaper to manufacture, better & more efficient. Trades at 16 times 2014 estimates. Holds key patents in OLED market. Patents are where the hidden value is. Replacement value calculation is $24. Paying a 15% premium to replacement cost for the best company in a growth market. The Qualcomm of the OLED market. $240 million in net cash + value of patents+ value of R&D + PP&E . Growth stock in value category trading close to replacement value. "

      see market pulse yahoo for link to source market folley

      Sentiment: Strong Buy

    • Why Universal Display Shares Popped
      By Evan Niu, CFA
      Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

      What: Shares of Universal Display (NASDAQ: PANL ) popped today by as much as 18%, after the company was discussed at Columbia's Value Investing Conference.

      So what: Universal Display was framed as a possible best idea pick at the conference, which is particularly notable, because most investors would consider UDC as anything but a value stock. Shares trade at 147 times earnings and 17.5 times sales, well into growth territory.

      Now what: The discussion led to hopes that UDC could become the "Qualcomm of OLED," with its broad patent portfolio, much like how Qualcomm extracts royalties on virtually every smartphone sold. The portfolio could be undervalued at current prices. Presentations at investing conferences have been known to move stocks in the past, and that was the case today for Universal Display, even though there was no official news out from the company."

      See Motley Fool.

      Even Nailed it.

      Sentiment: Strong Buy

    • even more weird is all I see is a TWEET:
      "#CSIMA Universal Display Corporation"
      So thats the favorable mention that leads to a buy out rumor and a 2 pt pop?
      HUH #$%$?
      I'm so clearly behind the times on how to generate a panl rally.

      Sentiment: Strong Buy

    • so the question is who at CSIMA 2013 talked about UDC and what did they have to say about it?

      Sentiment: Strong Buy

    • CSIMA Conference

      Each year, the Heilbrunn Center and the Columbia Student Investment Management Association (CSIMA) host a conference on value investing at Columbia University.

      The conference provides an excellent opportunity to hear from some of the top names in the investment management business and has been featured by key publications, including the New York Times and Wall Street Journal.

      After the conference, all seven hundred participants are invited to join a networking reception.



      CSIMA Conference Archive
      16th Annual CSIMA Conference (2013)
      THIS EVENT IS CURRENTLY SOLD OUT
      Keynotes: Seth Klarman, The Baupost Group; Bruce Berkowitz, Fairholme Capital Management, LLC
      Moderators & Panelists: Bruce Greenwald, Columbia Business School; Chris Begg, East Coast Asset Management; Jeremy Grantham, Grantham Mayo Van Otterloo (GMO); Thomas Russo, Gardner Russo & Gardner; Jane Siebels, Green Cay Asset Management; Timothy Hartch, Brown Brothers Harriman; Jason Zweig, The Wall Street Journal; Jennifer Wallace, Summit Street Capital; Jean-Marie Eveillard, First Eagle Funds; John Spears, Tweedy, Browne Company; Mark Cooper, PIMCO; Tano Santos, Columbia Business School; Bill Miller, Legg Mason Capital Management; Mason Hawkins, Southeastern Asset Management; Chris Davis, Davis Funds; Robert Koenigsberger, Gramercy
      Date: February 1, 2013
      Location: Alfred Lerner Hall, Columbia University, New York

      Sentiment: Strong Buy

 
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