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Syntel, Inc. Message Board

alexalekhine 213 posts  |  Last Activity: Jan 24, 2015 9:29 PM Member since: Mar 22, 2000
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  • Reply to

    Why down today?

    by futoer2 Jan 22, 2015 2:47 PM
    alexalekhine alexalekhine Jan 24, 2015 9:29 PM Flag

    Doesn't this stock frequently sell of heading into earnings season?

  • alexalekhine by alexalekhine Jan 23, 2015 2:11 PM Flag

    If you Google "Planar SEPTA" you will likely come across a story
    about Verizon signing an $7 million contract for "video wall boards"
    and for a Verizon store inside the main station.

    The boards will be used to display train schedules and other information

    SEPTA will get back $4.55 million in advertising revenue from the boards over three years.
    It will display train information, travel updates, Verizon advertising, and weather reports.

    aa

  • Reply to

    Another positive step forward

    by stockpickinmoron Jan 21, 2015 5:00 PM
    alexalekhine alexalekhine Jan 22, 2015 4:00 PM Flag

    How does it confirm that they will release the financials by March 2?

    They have already missed several deadlines?

  • Reply to

    Another positive step forward

    by stockpickinmoron Jan 21, 2015 5:00 PM
    alexalekhine alexalekhine Jan 22, 2015 11:10 AM Flag

    I agree.

    An ACTUAL positive step would have been telling investors where the financial statement review and restatement stood.

    All this told us was the schedule for evacuating the Titanic.

  • Reply to

    Royce Dumping Shares

    by stocksgo_up Jan 20, 2015 4:52 PM
    alexalekhine alexalekhine Jan 21, 2015 4:00 PM Flag

    According to my Bloomberg terminal's data, Royce owned 1,586,599 as of 9/30/14.

    The current 1.25 million share position would mean a reduction of about 330,000 shares during 14/Q4, since the filing (thought dated 1/20/2015) is AS OF 12/31/2014.

    The Bloomberg data shows that the 1,586,599 was a reduction of 305,766 during 14Q3.

    So, Royce sold alot of shares during 14H2.

    The filing does not actually show that Royce is the seller causing the current downdraft, but that is a pretty good supposition.

    aa

  • Reply to

    TA

    by alexalekhine Jan 13, 2015 12:14 PM
    alexalekhine alexalekhine Jan 18, 2015 12:16 PM Flag

    The quote from the presser is

    "Excluding these legal costs, pretax earnings for the quarter were $1.4 million compared to $0.5 million for the same period last year, and basic earnings per share were $0.25 per share in the current quarter compared to $0.08 for the same period last year."

    Shares outstanding were 5.668...you are right!
    Nice catch.

    companies should never be quoting e.p.s. in "pre-tax" terms, even if they have alot of loss carryforwards. The effective tax rate in the quarter was nearly 60% but that probably reflects expenses that were not tax deductible.

    So, if pre-tax profitablility were $1.00 share annuallized and fully-taxed eps were in the 65 cents range, then $10 is a pretty full P/E.

    I take everything back.

    aa

  • alexalekhine alexalekhine Jan 17, 2015 1:09 PM Flag

    Get your facts straight, then we can talk.

  • Reply to

    TA

    by alexalekhine Jan 13, 2015 12:14 PM
    alexalekhine alexalekhine Jan 15, 2015 3:57 PM Flag

    CYAN does not have the capacity to supply all Costco stores.

    Admittedly, it would be a high-quality problem to have.

  • Reply to

    Now you know where the dividends are going

    by robl45 Jan 15, 2015 3:30 PM
    alexalekhine alexalekhine Jan 15, 2015 3:55 PM Flag

    There are only 5 of them and they are essentially running the company full time for the past few months. Cool your jets. We saved tens of millions booting scorsch. After there is a CEO, director salaries will go back to normal.

  • Reply to

    TA

    by alexalekhine Jan 13, 2015 12:14 PM
    alexalekhine alexalekhine Jan 15, 2015 1:13 PM Flag

    Here is the way I break it down. I am not looking at the March FY result.

    I am thinking, hey, they said last quarter that excluding all the noise, they earned $0.25/share. I couldn't, though, back my way into that result using the information that they provided. If that were both true AND if it represents a sustainable quarterly run rate in the context of continued modest overall revenue growth, then we are looking like earnings power in the range of $1.00/share of e.p.s. (before option dilution!).

    When the company reports its earnings for the December quarter, the proof will be in the pudding. There likely will be some lingering legal expenses, but there may also be noise from undoing any legal reserves they may have taken (I should really try reading the Form 10-Q about stuff like this.

    I then add in how I read the chart (somewhat bullish looking pattern) and I say, this chart pattern makes alot of sense if the company confirms and reiterates what management told investors in the most recent quarterly earnings release.

    And, as Wright.tom64 notes above, that makes a $10-$11 price in a relatively short period of time rather likely. If it were not for the fact that there will be alot of "resistance" on the chart in that $10-$11 range from the previous top (late 2011/early 2012), I would think we could go even higher....to the $14-$15 range.

  • Reply to

    IS THE DIV ELIMANATED FOR ARCP?

    by jtbigcat Jan 14, 2015 3:59 PM
    alexalekhine alexalekhine Jan 14, 2015 4:54 PM Flag

    You should be able to read the companies press releases if you have enough money to invest, right?

    Yes, there is currently no dividend.

  • alexalekhine alexalekhine Jan 14, 2015 2:24 PM Flag

    The presentation is scheduled for 1 pm tomorrow.

    Sometimes the company puts the presentation on its IR web site.
    Other times they use an existing presentation.

    aa

  • Reply to

    TA

    by alexalekhine Jan 13, 2015 12:14 PM
    alexalekhine alexalekhine Jan 14, 2015 12:07 PM Flag

    They say a stopped clock is right twice a day.

    A lot of things have changed in the past couple of months,
    legal issues resolved (with attendant cost reductions) foremost
    among them.

    Revenue has continued to expand, albeit moderately.

    I do look at charts and when a fundamental scenario and a chart line up,
    there are possibilities for making a good trade.

    I have been very bullish at times in the past on this name..heck I've been
    on this message board for the better part of 20 years.

    Old timers should be able to exercise their memories to remember a time when i was
    bullish on CYAN.

    aa

  • alexalekhine by alexalekhine Jan 13, 2015 12:14 PM Flag

    Purely from a technical analysis perspective looking at the chart and the moving averages, and the volume of trading, this looks to be a pretty good buying point.

    If one is willing to give management credit for their statement in the most recent earnings report that the company was earning at a rate of about $0.25/share for the quarter, and if one believes that is a sustainable rate of earnings at present, and there is an expectation of continued growth in production and revenue going forward, then this would indeed look like a good conjunction of fundamental value and chart.

    I probably should have re-established my position before posting this, but I am not big enough to significantly move the market even in this pipsqueak (I hope).

    aa

  • Reply to

    Crossing the Retina Barrier

    by prince_ashargin Jan 6, 2015 12:19 PM
    alexalekhine alexalekhine Jan 13, 2015 12:03 PM Flag

    Quite humorous, indeed.

  • alexalekhine alexalekhine Jan 13, 2015 12:02 PM Flag

    Your comment is comical.

    What they sold is a sliver of what the acquired when buying Affiliated Computer Systems, ACS.

    Your entire premise is a joke.

    Without that acquisition having been made this company would have much more serious problems than it does, despite my reluctance to credit the CEO with having done something beneficial.

  • Reply to

    Nice ink on ARCP in Barron's this weekend

    by verysmartmoney Jan 11, 2015 12:26 AM
    alexalekhine alexalekhine Jan 13, 2015 11:38 AM Flag

    Yes, the loss is unrealized, and I collected $1.00 a share in dividends.

    I am kicking myself over it because I consciously ignored WAY too many "red flags" over a pretty long period of time. I was just being a yield pig. It was stupid of me.

    Yet, I cannot help but feel that in an environment of 1.9% 10-year treasuries, it has real asset value that is worth more than the current price by a significant margin and that I stand a good chance of at least breaking even. I just hope I don;t have to wait too long.

    I am willing to roll the disc (craps) and "call/see" (poker) the financial statements.

    The judgement of Corvex in getting in, gives me some comfort. They will not be patient.

    aa

  • Reply to

    Nice ink on ARCP in Barron's this weekend

    by verysmartmoney Jan 11, 2015 12:26 AM
    alexalekhine alexalekhine Jan 12, 2015 12:02 PM Flag

    Are you not a regular reader of Barron's?
    While this piece in Barron's WAS "just reporting the news......."

    You would know if you were a regular reader that Barron's runs investing opinion pieces on individual companies in every single issue. Written by their own staff of investment reporters.

    Their December 2013 piece was a "recommendation" that did not turn out well so far.
    Which is OK, because there are plenty of them that have worked out quite nicely.
    Nobody expects to "bat 1.000" in the stock market so risk management (especially position sizing) is critical for all investors.

    Good luck with not reading Barron's, though.

    aa

  • alexalekhine by alexalekhine Jan 11, 2015 10:53 PM Flag

    With the price of oil plunging, it see, like demand for pawn loans in TX will be increasing sharply.

    Its a good thing EZPW has so many locations in TX, then.

    aa

  • Reply to

    new set of worries

    by gabaseballmom Jan 8, 2015 4:21 PM
    alexalekhine alexalekhine Jan 11, 2015 4:25 PM Flag

    Why do you think it will be a quarterly dividend?

SYNT
45.17-0.13(-0.29%)Jan 23 4:00 PMEST

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