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Universal Insurance Holdings Inc. Message Board

shrewd_curmudgeon 72 posts  |  Last Activity: Jul 7, 2016 4:51 PM Member since: Oct 30, 2000
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  • Reply to

    Anyone else buying?

    by hweb2 Jun 29, 2016 2:42 PM
    shrewd_curmudgeon shrewd_curmudgeon Jul 7, 2016 4:51 PM Flag

    Looking very nice here. Enterprise value is only $40 million. This company can bring in over $5 million per year in net income, and it is growing. BSQR looks like a bargain to me. I hope it can go lower, but we may well see $10 per share later this year.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jul 7, 2016 1:30 PM Flag

    MHLD has a history of missing earnings estimates when receivables are high. Receivables have been rising. Earnings estimates look ok right now, but one MHLD misses those and writes off some of that (which they previously counted in prior earnings), you will see this stock correct to the $9 per share range.

    Sentiment: Strong Sell

  • shrewd_curmudgeon by shrewd_curmudgeon Jul 7, 2016 1:07 PM Flag

    Avast buys up AVG. That puts me over $3 million is stock holdings. Personally I think AVG is worth $30 per share since this is a growing company with strong flow of income ($50 million per year), but I will take $25 per share since Mr. Market has been undervaluing it for quite a while.

    Sentiment: Buy

  • Reply to

    Excellent results for PETS

    by shrewd_curmudgeon May 9, 2016 1:22 PM
    shrewd_curmudgeon shrewd_curmudgeon Jul 6, 2016 11:07 AM Flag

    Estimates were raised for the quarter and the year, now to $1.06 per share eps. PETS is under the radar, no hype, no buzz. This is the kind of stock to get into, with strong fundamentals and no hype.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jul 5, 2016 5:15 PM Flag

    Recently analysts have raised earnings estimates for the quarter and for the year.
    And UVE has beaten analysts' earnings estimates in 4 of the past 4 quarters! UVE continues to successfully achieve approval in more states. This company is on its way beyond $30 per share.

    Sentiment: Strong Buy

  • Reply to

    Beat and Raise. Yes!

    by shrewd_curmudgeon Apr 26, 2016 4:51 PM
    shrewd_curmudgeon shrewd_curmudgeon Jun 20, 2016 12:13 PM Flag

    Shoulders and ankles and now spine! Acapella One Cervical Spacer System. This company is growing, has great balance sheet and is strongly profitable. I am raising my target from $30 per share to $35 per share.

    Sentiment: Strong Buy

  • Reply to

    HPT will not allow the company to be sold

    by kaptain_lou Jun 16, 2016 10:43 AM
    shrewd_curmudgeon shrewd_curmudgeon Jun 17, 2016 7:12 PM Flag

    HPT has only 8.8% of the total shares. Other shareholders have the power.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 16, 2016 12:59 PM Flag

    The 10-K is released. Balance sheet and cash flow are better than I had expected. $11.5 million in net assets. This company is at a bargain price. Net cash provided by operating activities was $612,000 for the yr. Look at enterprise value... very nice and low.

    Sentiment: Strong Buy

  • Reply to

    Improving

    by shrewd_curmudgeon Jun 13, 2016 9:13 PM
    shrewd_curmudgeon shrewd_curmudgeon Jun 15, 2016 8:24 PM Flag

    I guess I should have said, "We could easily see a 50% rise in TravelCenters of America this WEEK"
    That is a hugely confident management to turndown an offer at $14 per share.

    Sentiment: Strong Buy

  • We already had a bear market for the majority of companies. The Russell 2000 dropped 27% from June 2015 to Feb 2016. The Russell 2000 represents companies with market value below $5 billion which is MOST companies. (Russell MicroCap dropped even further, -30%). Now, things are starting to stabilize and we are seeing the start of a fresh bull market. I would not be surprised to see the small cap market have a 50% rise over the next 2 years. Many companies are earning strong profits and are at very low valuation.

    Sentiment: Strong Buy

  • Reply to

    10 K not filed

    by yugofil May 31, 2016 5:40 PM
    shrewd_curmudgeon shrewd_curmudgeon Jun 14, 2016 9:00 PM Flag

    I think your second brain is kickin' in. I am hoping to see the 10-K tomorrow. I like the valuation here. Looks like a great bargain. Balance sheet is extremely strong. Share price is beaten down. When business firms up, we could easily see a very large 2 to 3X rise in market cap.

    Sentiment: Strong Buy

  • Reply to

    Scanner sales

    by maturadoratum May 12, 2016 11:57 AM
    shrewd_curmudgeon shrewd_curmudgeon Jun 14, 2016 4:19 PM Flag

    You are correct on the new, installed imaging systems:
    www (dot) universityimagingalaska (dot) com
    Thanks.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 13, 2016 9:13 PM Flag

    Cash flow is turning nicely positive again. TA is coming back up fundamentally, company is gaining market share, and market value is only $270 million. We could easily see a 50% rise this year in TravelCenters of America this year.

    Sentiment: Strong Buy

  • The misleading, blood-sucking management are preparing their resumes now. LOL!

    Sentiment: Strong Sell

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 13, 2016 4:35 PM Flag

    With the Cash flow they have from operations. UVE may buy up the whole company within 5 years.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 13, 2016 12:26 PM Flag

    Steel market is firming up again. Steel coil prices are recovering (rising) and tubing as well. Balance sheet is strong. WEBC is intrinsically worth over $100 million. That would put WEBC stock over $120 per share. This month's great bargain will become obvious in hindsight.

    Sentiment: Strong Buy

  • Reply to

    Earnings out

    by ff8407 Jun 7, 2016 6:00 PM
    shrewd_curmudgeon shrewd_curmudgeon Jun 7, 2016 8:03 PM Flag

    Very interesting earnings! Revenues are stronger than prior year. I believe this was a record-revenue quarter. Net income is stronger than prior year. EPS estimate was for $0.64 per share. The company posted $0.81 per share, blowing out expectations. Cash on balance sheet is higher. Backlog is stronger. The only thing that isn't significantly higher is stock price. This company is doing excellent. It would not be surprising to see stock price climb by 40% from here based on financials.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 7, 2016 7:20 PM Flag

    “We achieved by reducing our retention for catastrophe losses involving states other than Florida to $5 million and securing over $100 million of additional multiple-year catastrophe capacity. Utilizing a similar reinsurance budget to last year, we were able to expand the top of our reinsurance tower for a single Florida event to $2.4 billion, and also maintain the same $35 million catastrophe retention for a Florida loss. By way of illustration, a $35 million loss would represent less than 13% of UPCIC statutory surplus as of March 31, 2016 and a $5 million loss would be less than 2%. The growth in business and capital since last year, coupled with expanding our reinsurance coverage, maintaining the same Florida retention and significantly reducing our retention in other states, puts us in the strongest position we’ve ever been in as we enter the 2016 hurricane season.”
    Larger more diverse insurer allows more efficiency. UVE is way undervalued compared to where it was last year at this time. Stock price likely to be over $30 per share later this year.

    Sentiment: Strong Buy

  • Reply to

    Strong results

    by shrewd_curmudgeon May 18, 2016 2:15 AM
    shrewd_curmudgeon shrewd_curmudgeon Jun 7, 2016 7:07 PM Flag

    About to bust through $12.80.
    After many years with cash flow from operations of $1 billion per year, FLEX is a much more valuable company than 10 years ago, yet we haven't had a new high in 10 years. FLEX has seen resistance at $12.80 per share for a long, long time. This year, FLEX will likely bust through that ceiling. In 4 of the past 4 quarters, FLEX has met or beaten analyst expectations. Financials look strong, FLEX looks undervalued.

    Sentiment: Strong Buy

  • Reply to

    Yes

    by shrewd_curmudgeon Jun 2, 2016 2:29 AM
    shrewd_curmudgeon shrewd_curmudgeon Jun 7, 2016 6:06 PM Flag

    Mary, Mary, quite contrary. How does your garden grow?
    Wow, you are REALLY clueless! Or should I say catjomy? ISNS did go to $8 per share. Did you miss that? Let me give you a clue. That was Sept 2014 and I had not posted much since (I recommended sell after that just as I had done myself). When a stock goes beyond your target, that is key. They pretty much all get there. CZBS will be there too. I would love to see the shares of CZBS at $6 per share, but I don't think they are going there. If CZBS was pumping their stock or not earning strong profits or speculators pumped it up by 4X without any significant improvement in the business, then indeed I would sell, but none of that is happening, so this is time to accumulate CZBS. Enjoy!

    Sentiment: Strong Buy

UVE
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