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Cubic Corporation Message Board

andevenabs 53 posts  |  Last Activity: Jul 7, 2014 3:13 PM Member since: Dec 17, 2001
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  • andevenabs andevenabs Jul 7, 2014 3:13 PM Flag

    no you didn't and you know it.
    You are sour grapes after having sold in the low 30's

  • Reply to

    Can this go to the 300s?

    by shazzam517 Jul 3, 2014 1:39 PM
    andevenabs andevenabs Jul 3, 2014 5:58 PM Flag

    I agree, except for Exxon Mobil, that number is stratospheric. I do think we could see a 200 billion market cap if all goes right, that would put shares close to $135. Cisco at one time had a market cap of about 450B if memory serves, but as for a large pharma, I think the largest number I've ever seen was around 250B.
    Can anyone dispute this?

  • Reply to

    My view

    by airlineprofessor Jul 3, 2014 9:24 AM
    andevenabs andevenabs Jul 3, 2014 2:58 PM Flag

    I didn't give you thumb's down BTW, Anyhow, yes we are both bullish you can say. Sorry for being so strident. Have a great 4th.

  • Reply to

    My view

    by airlineprofessor Jul 3, 2014 9:24 AM
    andevenabs andevenabs Jul 3, 2014 2:54 PM Flag

    I agree. And this nonsense about "mideast carriers" elbowing in AALs gates or whatever is just ridiculous.
    I cannot think of a more stupid thing to say.

  • Reply to

    My view

    by airlineprofessor Jul 3, 2014 9:24 AM
    andevenabs andevenabs Jul 3, 2014 2:09 PM Flag

    and by the way DAL is trading at 12X 2014 EPS, whereas AAL is about 7. I thought it's a matter of agreement that at worst, AAL is AT LEAST as good as DAL, which if true means at the DAL mulitple, AAL should be trading at near $60.
    But since we (or most analysts) think AAL is a better run, better prospect airline, why on earth would you say moving up from the current $42 is going to be difficult?

  • Reply to

    My view

    by airlineprofessor Jul 3, 2014 9:24 AM
    andevenabs andevenabs Jul 3, 2014 2:04 PM Flag

    you're talking out of both sides of your mouth.
    Bottom line is Delta is not AAL, and based on 2014 and 2015 estimated EPS, AAL is still very cheap, and arguably, the best single value play in the S&P 500.
    If it isn't, tell me which is better? Possibly Gilead, but that is riding entirely on Solvadi.
    You say it's going to be difficult for AAL to move up at less than 7X 2015 EPS? What?
    This is a industry growth story and AAL is at the forefront along with LUV.
    I think many people are going to be very sorry they sold here, especially when at the current market multiple, AAL could be well north of $100 in 2015.

    Sentiment: Strong Buy

  • Reply to

    CAT

    by cashewking05301 Jul 2, 2014 9:55 PM
    andevenabs andevenabs Jul 3, 2014 9:03 AM Flag

    it would never pass European regulators.
    I still can't figure out why CNHI is mired in a news desert. For such a large important company you would think it would at least occasionally be in the news.
    I'm not sure what to think of this company. One thing is for sure, they have decimated their brand awareness by calling themselves CHNI and not "Case New Holland Ind."
    if I were running things, the first thing I would do is change the name to Case New-Holland Ind. and set aside a few million for brand awareness, and do a couple roadshows.

  • Reply to

    Take Out

    by andtheysaidwhat Jun 30, 2014 9:06 AM
    andevenabs andevenabs Jul 2, 2014 11:06 AM Flag

    Pelt understands that BK is the undisputed world custodian investment services leader.Its AUC is nearing 28 trillion. They are the largest clearing and settlement firm in the world, and they are either 1, 2, or 3 in virtually every back office operation in the world like collateral,and other broker dealer services.
    These business have a pretty wide moat and basically operate like an oligopoly between State Street, JPM and a couple others.
    wealth management should be spun-off, which is probably what he'll be agitating for.

  • andevenabs by andevenabs Jun 30, 2014 10:38 AM Flag

    This is just what I was hoping for.
    $50 here we come.

  • Reply to

    To high to fast

    by caseevaluator Jun 24, 2014 12:42 PM
    andevenabs andevenabs Jun 27, 2014 11:55 AM Flag

    Suncor is grossly undervalued.....
    EPS estimates continue to get revised upward.
    BMO, Barcap and others seems to agree.

    I say shares go much higher, perhaps breaking $50 later this year.

  • Reply to

    42 by year end

    by andtheysaidwhat Jun 21, 2014 7:22 AM
    andevenabs andevenabs Jun 25, 2014 10:50 AM Flag

    BK is not rising due to anticipated rate increases. It is rising because they are finally getting serious about SG&A control which is has been the achilles heel for this company.

  • Reply to

    up big?

    by michaelki179 Jun 25, 2014 10:17 AM
    andevenabs andevenabs Jun 25, 2014 10:45 AM Flag

    The Supreme Court all but guaranteed that Aereo becomes nothing more than a footnote the annals of broadcasting.
    This is a huge, albeit expected win for the broadcasters.

  • Reply to

    Shorts started pounding..

    by djpbdp Jun 23, 2014 12:09 PM
    andevenabs andevenabs Jun 23, 2014 1:29 PM Flag

    at least he spells flush and pound correctly.
    he should do haiku, maybe I'll try...

    Shorts are pounding AMAT
    Flushing and Pounding and laughing out loud
    Tomorrow they'll do it again,

  • Reply to

    42 by year end

    by andtheysaidwhat Jun 21, 2014 7:22 AM
    andevenabs andevenabs Jun 23, 2014 10:48 AM Flag

    sounds reasonable to me. I've owned this stock since 2006, and just trying to get back to even.

  • Reply to

    Slow / Steady ride to 50.0"s

    by melodias23 Jun 23, 2014 9:26 AM
    andevenabs andevenabs Jun 23, 2014 10:12 AM Flag

    Even though I am up significantly, if we break $50, I'm doubling up, as I've found stocks that break $50 as probably the most bullish technical there is. It is very rare for a momentum stock to break $50 and fall back.

  • and we have a stock close to $100.
    unbelievable value right here.

    Sentiment: Strong Buy

  • Suncor was trading at $47 while producing 332,000 bbls while WTI at $78

    Suncor has suspended monthly production numbers as of December, but we were trending in the 390-400's while crude prices with WCS at around $80

    with all that is going right with regard to ability to bring product to market and geopolitical tensions and operational excellence, I see no reason why we don't reach $50 in a matter of months.

  • I cannot believe it's been this long. Still waiting patiently.

  • Reply to

    Nice call activity today...........

    by jonah1116 Jun 16, 2014 6:00 PM
    andevenabs andevenabs Jun 19, 2014 10:40 AM Flag

    31,000 outstanding contracts for Jan 15 at $12 trade for 70 cents.
    at $12.70 and the current price of $10.60, you have a lot of people betting there will be a much higher than 20% move between now and 6 months.

  • Reply to

    Northern Gateway pipeline approved

    by encana101 Jun 18, 2014 10:24 AM
    andevenabs andevenabs Jun 19, 2014 10:03 AM Flag

    Some facts about the Northern Gateway project, which the federal government conditionally approved on Tuesday:

    Cost: Estimated to be $7 billion, but that figure has been increasing.

    Route: Twin pipelines would run 1,177 kilometres from Bruderheim, just outside Edmonton, to a tanker port in Kitimat, on the northern coast of B.C.

    Oil: A westbound pipeline would carry up to 525,000 barrels a day of synbit, a blend of refined synthetic oil and bitumen, two types of dilbit and synthetic oil to Kitimat for export.

    Condensate: A second pipeline heading east would carry 193,000 barrels per day of natural gas condensate, which is used to dilute the molasses-like bitumen to allow it to flow through pipelines.

    Terminal: The Kitimat Marine Terminal would include two ship berths and 19 tanks to store oil and condensate. It would have the capacity to serve about 220 tankers per ye
    Consortium: Northern Gateway Pipelines is a limited partnership. Calgary-based Enbridge (TSX:ENB) has a 50 per cent stake. The rest belongs to 10 private investors.

    Partners: Four of those investors remain confidential. National Energy Board documents reveal the other six are: French oil company Total; Suncor (TSX:SU); MEG Energy; Cenovus (TSX:CVE); Nexen (TSX:NXY), the Calgary company taken over last year by Chinese state-owned China National Offshore Oil Co.; and Sinopec, China's largest oil company

CUB
45.00-0.01(-0.02%)Jul 11 4:00 PMEDT

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