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Insmed Incorporated Message Board

anthony1oznet 828 posts  |  Last Activity: Jan 3, 2014 1:25 PM Member since: Jun 30, 2000
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  • anthony1oznet by anthony1oznet Jan 3, 2014 1:25 PM Flag

    solid stock

  • anthony1oznet by anthony1oznet Jan 3, 2014 1:01 PM Flag

    and smart ceo

  • Amazon and Tesla are much riskier than Fuel Systems Solutions. FSYS trades at just 30% above its NET CURRENT ASSET VALUE OR NCAV and 23% below its BOOK VALUE OR BV. Tesla and Amazon, however, have betas below one, implying less riskiness than the market, yet their assets are far below their stock prices. Both companies' NCAV per share is negative. Amazon's BV is only 5% of its stock price while Tesla's is only 3%. The ground is far below Amazon and Tesla and only inches below Fuel Systems.

  • anthony1oznet anthony1oznet Dec 19, 2013 7:51 AM Flag

    The selling is all tax loss selling which is done back to $14, $15/share by 12/26 as settlement is end of Decemeber and also window dressing, for those who don't understand window dressing it is the practice of hedge and other buyside funds who sell a stock that is a loss to offset capital gains as personal investors also do. In addition though with buyside funds they then can add a stock that is near year...

  • anthony1oznet anthony1oznet Dec 12, 2013 3:08 PM Flag

    Motley fool today nov. 12 2013 yahoo headline says FSYS BUYING OPPORTUNITY BELOW TECHNICALLY
    .

    Does Fuel Systems Solutions' Bloodletting Represent Opportunity?
    Motely Fool today's yahoo headline
    By Rich Duprey November 12, 2013
    The hemorrhaging has been mostly stanched for Fuel System Solutions (NASDAQ: FSYS ) , the alternative fuel components maker that bled out last week after reporting earnings last week that matched Wall Street estimates on the top and bottom line but narrowing guidance for the coming quarter to the lower end of its prior forecast.
    With its shares tumbling 18% on the day of the release and ultimately closing out the week 21% lower, I think this is what's called in polite circles as an "overreaction."

    The components maker reported a nice 10% rise in its automotive revenues division to $67.5 million and a 6% increase in industrial revenues to $30.1 million, but what worried everyone was Fuel Systems' expectation that with expiration of certain OEM and delayed-OEM (DOEM) later this year and early into next year. Under Fuel System's DOEM model, it receives vehicles directly from automotive OEMs, installs its proprietary propane or natural gas fuel systems into the vehicles, then delivers the completed bi-fuel vehicles directly to the dealership network. It is the main driver of revenue growth.

    This past quarter, DOEM revenues jumped $8.4 million while compressor sales added another $1.6 million, gains that were offset by a $2.1 million drop in OEM kits, mainly in Italy, and U.S. aftermarket sales of some $1.4 million. That's why Westport Innovations NASDAQ: WPRT, which generates two-thirds less in sales than does Fuel Systems, and Clean Energy Fuels NASDAQ: CLNEwhich generates 10% less -- but both of which have generated more extensive losses than Fuel Systems -- have market caps far in excess of their rival. Fuel Systems has been priced at just $270 million whereas Westport and Clean Energy exceed $1 billion each.
    Which all goes to sa

  • anthony1oznet anthony1oznet Dec 2, 2013 12:37 PM Flag

    true that

  • anthony1oznet anthony1oznet Dec 2, 2013 12:36 PM Flag

    Agreed

  • anthony1oznet anthony1oznet Nov 18, 2013 9:06 AM Flag

    An ironic twist: Did the market even pay attention to the obscure fact that if it wasn't for an impairment charge of $1.7 million, the company's earnings would have essentially doubled? The charge was attributable to the purchase of the remaining 50% of its India based Rohan BRC joint venture. Evidently the company overpaid when it initially entered into the JV three years ago.

    The conference call: the way it was run, didn't help matters either. The lack of enthusiasm, and robotic delivery, amplified the stock's sell-off. Further weakening the call were the participants very strong Italian accents, which were difficult to understand. The analysts compounded the problem by presenting questions that were off the mark, when it came to the priority of the stock price. Why not ask the obvious? "When are you going to begin a stock buyback"? Maybe that's why they are analysts, instead of traders. Those who can't, "analyze", while those who can, "trade" comes to mind.

    Stellar balance sheet: The company holds $74 million in cash and another $13 million in long term German bonds. It has no debt and shareholder equity of $321 million (about $16 per share). If you pull at the company's entries for intangible assets and goodwill of $62 million, its adjusted book value of $13, is still quite respectable.

    In the interim, investors should consider its severely depressed stock price, as the ultimate buying opportunity

  • anthony1oznet anthony1oznet Nov 18, 2013 9:03 AM Flag

    Read on SEEKING ALPHA
    .

    It is perplexing that Wall Street's reaction to Fuel System Solutions' (FSYS) third quarter report (one that actually met expectations, both on the top and bottom lines) was so hateful, that it mercilessly stripped 30% of market value away, in a blink of an eye.

    Why was the carnage so brutal? Believe it or not, it was because the company narrowed its full year revenue guidance, to the bottom of its previously stated range of $400 to $420 million. So in effect, a potential reduction of $20 million in revenues, extracted $70 million of market value-pretty preposterous when considering those lost sales, would of generated just $5 million of gross profit. I guess the only explanation for the "sell now, ask questions later" reaction, is the market evidently assumed that the business it is slated to lose from both Volkswagen China and Honda Thailand by year's end, can not be replaced.

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    An ironic twist: Did the market even pay attention to the obscure fact that if it wasn't for an impairment charge of $1.7 million, the company's earnings would have essentially doubled? The charge was attributable to the purchase of the remaining 50% of its India based Rohan BRC joint venture. Evidently the company overpaid when it initially entered into the JV three years ago.

    The conference call: the way it was run, didn't help matters either. The lack of enthusiasm, and robotic delivery, amplified the stock's sell-off. Further weakening the call were the participants very strong Italian accents, which were difficult to understand. The analysts compounded the problem by presenting questions that were off the mark, when it came to the priority of the stock price. Why not ask the obvious? "When are you going to begin a sto

  • anthony1oznet anthony1oznet Nov 18, 2013 9:02 AM Flag

    Motley fool today nov. 12 2013 yahoo headline says FSYS BUYING OPPORTUNITY BELOW TECHNICALLY
    .

    Does Fuel Systems Solutions' Bloodletting Represent Opportunity?
    Motely Fool today's yahoo headline
    By Rich Duprey November 12, 2013
    The hemorrhaging has been mostly stanched for Fuel System Solutions (NASDAQ: FSYS ) , the alternative fuel components maker that bled out last week after reporting earnings last week that matched Wall Street estimates on the top and bottom line but narrowing guidance for the coming quarter to the lower end of its prior forecast.
    With its shares tumbling 18% on the day of the release and ultimately closing out the week 21% lower, I think this is what's called in polite circles as an "overreaction."

    The components maker reported a nice 10% rise in its automotive revenues division to $67.5 million and a 6% increase in industrial revenues to $30.1 million, but what worried everyone was Fuel Systems' expectation that with expiration of certain OEM and delayed-OEM (DOEM) later this year and early into next year. Under Fuel System's DOEM model, it receives vehicles directly from automotive OEMs, installs its proprietary propane or natural gas fuel systems into the vehicles, then delivers the completed bi-fuel vehicles directly to the dealership network. It is the main driver of revenue growth.

    This past quarter, DOEM revenues jumped $8.4 million while compressor sales added another $1.6 million, gains that were offset by a $2.1 million drop in OEM kits, mainly in Italy, and U.S. aftermarket sales of some $1.4 million. That's why Westport Innovations NASDAQ: WPRT, which generates two-thirds less in sales than does Fuel Systems, and Clean Energy Fuels NASDAQ: CLNEwhich generates 10% less -- but both of which have generated more extensive losses than Fuel Systems -- have market caps far in excess of their rival. Fuel Systems has been priced at just $270 million whereas Westport and Clean Energy exceed $1 billion each.
    Which all goes to sa

  • anthony1oznet anthony1oznet Jul 25, 2013 12:48 PM Flag

    1.12M shares Short a Profitable Company at the BOTTOM,With Great Market Conditions and Coming Out of a Drought. CORN at 2 1/2 year low HUGE CRUSH MARGINS LOOK AT ANDE AND REX 52 WEEK HIGHS PEIX WILL GO BACK TO 10 OR PRICE TARGET OF 13.50 BY UNCOMMONEQUITIES WEBSITE ANALYST CLICK ON PEIX REPORT!!!
    .
    PEIX WILL GO OVER 5 TOMORROW AND 6 NEXT WEEK, LAST TIME UNCOMMON EQUITIES INITIATED BUY ON PEIX MAY 7 THE STOCK WENT UP A BUCK
    TO well over 5 dollars see the chart for may with over 2.4 million shares traded on initation of coverage on peix

  • anthony1oznet anthony1oznet Jul 9, 2013 9:03 AM Flag

    INSM insider buying & Presenting in NYC at major buyside fund conference and meeting with the major healthcare buyside funds in NYC this week, expect major buying and short covering, see today's July 8press release with some of it below,
    Will Lewis, President and Chief Executive Officer of Insmed, will be presenting a corporate overview at the 8th Annual JMP Securities Healthcare Conference on Wednesday, July 10th at 11:00 a.m. Eastern time at The St. Regis New York.

  • 6 analysts and upgrades on prices and insider buying if shorts are too stupid to read the cards they deserve more losses

  • anthony1oznet anthony1oznet Jul 5, 2013 5:54 PM Flag

    I agree so many expert analysts 5 or 6 all reiterate buy at these low prices and some raised price targets very bullish

  • Tuesday 7/2 Insider Buying Report: TIVO, INSM go to forbes or yahoo finance headlines to check it out

    Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make money. Today we look at two noteworthy recent insider buys.

    At Insmed (INSM), there was insider buying on Monday, by CEO William Lewis who purchased 7,585 shares for a cost of $9.83 each, for a trade totaling $74,547. Lewis purchased INSM on 3 other occasions during the past year, for a total cost of $248,579 .

  • no brainer free dividend sell covered calls or naked calls

  • 10% dividend free money no brainer

  • no brainer

  • NO BRAINER FREE DIVIDEND

INSM
12.15-0.31(-2.49%)Apr 29 4:00 PMEDT