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Enterprise Products Partners L.P. Message Board

b1g_brothr 52 posts  |  Last Activity: Aug 7, 2015 5:10 PM Member since: Jan 28, 1999
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  • Reply to

    Why Sell Off AH?

    by andybreav Jun 23, 2015 5:33 PM
    b1g_brothr b1g_brothr Jun 23, 2015 6:10 PM Flag

    Some stupid "chartist" on CNBC's Fast Money says SWKS current chart looks similar to what it did before a huge pullback years ago.

    What he is completely missing is that SWKS PEG ratio indicates it is not overvalued. Buy any pullbacks. Hopefully, cooler heads will prevail by the opening bell.

  • Reply to

    Anyone know why SWKS is hit hard today?

    by vicme007 Jun 3, 2015 3:33 PM
    b1g_brothr b1g_brothr Jun 3, 2015 3:56 PM Flag

    They gave a presentation at a big Tech Conference today. I listened to the presentation, I didn't hear anything but good news. Probably just some profit taking.

  • Brean Capital‘s Mike Burton attended and has positive things to say about mobile chip names such as Avago Technologies (AVGO), Qorvo (QRVO), Skyworks Solutions (SWKS) and Silicon Motion (SIMO):

    This week we are at Computex Taipei and have had meetings with companies throughout the technology supply chain. We come away more convinced that Mobile semis (the RF names in particular) are set up for a very strong 2H and 2016, and believe that PCs may be looking at a stronger-than-seasonal 2H on the back of pent-up demand and low inventories. We are increasingly confident in the RF space (AVGO $144.16, Buy; QRVO $80.86, Buy; & SWKS $108.12, Buy), as the commentary in mobile, was upbeat with a significant upswing occurring in Chinese smartphones (and for 2 important platforms for QRVO in particular). In addition, SIMO ($34.90, Buy) not only had another announced win at Micron (this time for TLC), but commentary we picked up about SSD adoption sounded very good.

  • b1g_brothr by b1g_brothr Jun 16, 2015 6:12 PM Flag

    The host was being a bit of a jerk and kept asking "Are you buying more of your stock?"
    That being said, the CEO was sufficiently positive that we should get a pop. The drug trial was a success WRT safety. Other issues can be addressed in future trials, perhaps by varying dosage or modifying the treatment regimen.
    Depending on how this performs tomorrow, AAVL may be worth a shot just for the retracement potential.

  • b1g_brothr b1g_brothr Jul 29, 2015 7:58 AM Flag

    Management kind of blew it.

    They are sitting on a buttload of cash. if they would announce a massive share buyback we would get a short squeeze going and get the stock up to a reasonable multiple.

    Also, biotechs are currently being rewarded for making acquisitions. Giliad is a no-show.

  • Bill Clinton’s foundation set up a fundraising arm in Sweden that collected $26 million in donations at the same time that country was lobbying Hillary Rodham Clinton’s State Department to forgo sanctions that threatened its thriving business with Iran, according to interviews and documents obtained by The Washington Times.

    The Swedish entity, called the William J. Clinton Foundation Insamlingsstiftelse, was never disclosed to or cleared by State Department ethics officials, even though one of its largest sources of donations was a Swedish government-sanctioned lottery.

    As the money flowed to the foundation from Sweden, Mrs. Clinton’s team in Washington declined to blacklist any Swedish firms despite warnings from career officials at the U.S. Embassy in Stockholm that Sweden was growing its economic ties with Iran and potentially undercutting Western efforts to end Tehran’s rogue nuclear program, diplomatic cables show.

    “Sweden does not support implementing tighter financial sanctions on Iran” and believes “more stringent financial standards could hurt Swedish exports,” one such cable from 2009 alerted Mrs. Clinton’s office in Washington.

    Separately, U.S. intelligence was reporting that Sweden’s second-largest employer, telecommunications giant Ericsson AB, was pitching cellphone tracking technology to Iran that could be used by the country’s security services, officials told The Times.

    By the time Mrs. Clinton left office in 2013, the Clinton Foundation In had collected millions of dollars inside Sweden for his "global charitable efforts" and Mr. Clinton personally pocketed a record $750,000 speech fee from Ericsson, one of the firms at the center of the sanctions debate.

  • b1g_brothr by b1g_brothr Jun 25, 2015 5:45 PM Flag

    The good news is the Supreme Court ruled Obamacare subsidies can continue, so trillion$ will continue flowing into healthcare.

    The bad news is that the Executive Branch has succeeded in turning the Supreme Court into a rubber stamp that will set aside the Constitution to do what the President wants.

  • b1g_brothr b1g_brothr Jun 1, 2015 10:39 AM Flag

    I'm long LCI, but if you want to get a lot of abuse heaped on you simply question the greatness of this stock. This board is for pumpers only, which is unfortunate since you can't discuss the company.

    It's a lot like Global Warming. If you don't believe in it you are labeled a Denier.
    :^)

  • Notes from Tech Conference:
    1,000,000,000 filters to be shipped in 2015.
    Higher performance GPS drives increased adoption of SWKS products.
    Not seeing "cheaper is better", customers want higher performance
    Expansion in integrated systems and mobile analog.
    Moving beyond mobile: automotive, industrial markets, home automation, internet of things.
    Set top TV boxes will have $7 to $10 of SWKS chips in 2016
    Wearable computer market growing
    EPS expected to hit $7 in midterm Less

  • Reply to

    OT: The Clinton - Iran Connection

    by b1g_brothr Jun 2, 2015 8:20 PM
    b1g_brothr b1g_brothr Jun 4, 2015 1:14 PM Flag

    You mean "too smart" not "to smart".
    And yes, I am.
    The next President determines energy policy for the next 4-8 yrs.

  • If only someone had a cure!!! Oh, wait...

    In a study last month, the Centers for Disease Control and Prevention found that hepatitis C cases across four Appalachian states — Kentucky, Tennessee, West Virginia and Virginia — more than tripled between 2006 and 2012. Kentucky leads the nation in the rate of acute hepatitis C, with 4.1 cases for every 100,000 residents, more than six times the national average, according to the CDC.
    Havens has tracked 503 drug users since 2008. Now 70 percent of them have hepatitis C.
    "There's a sense of inevitability about it. Some say, 'I'm surprised it took me this long,'" she said, astonished by the indifference to a disease that destroys the liver, often leading to cancer or cirrhosis, and is the leading cause of liver transplants.

    With the threat bearing down on Appalachia, local governments are scrambling to figure out how to stop it, whether through needle exchange programs, drug treatment or jail.
    Hepatitis C once was an urban problem that mostly afflicted minorities, said Dr. John Ward, director of the CDC's Division of Viral Hepatitis. The recent outbreak is centered in rural areas among young, white drug users.

  • b1g_brothr b1g_brothr Jun 12, 2015 4:24 PM Flag

    Blogger Richard Fernandez comment:
    The crazy thing is that everyone in America knows their aristocracy is bogus. A 60 Minutes/Vanity Fair poll showed that the federal government was America’s least trusted institution. “Thirty-eight percent of Americans chose the federal government as the most corrupt institution in American society followed by the news media 17 percent, banks and financial institutions 16 percent, the police 11 percent and organized religions 7 percent.” Yet every TV show and Hollywood movie would portray the reverse. In their narrative the problem with America is flyover country, a condition that can only be cured by the feds.

    The response to the Chinese hacking of goverment’s personnel database follows the typical pattern. What did the Chinese take? Nothing of importance. Like what happened at Benghazi? Nothing worth mentioning. As with the impact of losing Libya, Mosul, Ramadi, Yemen and Syria, nothing anyone should worry about. Deny, deny, minimize, spin. That’s all people who don’t fear reality, facts, actualities, God — whatever you want to call it — know how to do. In this respect even the most atheistic totalitarian is a comparative believer. Xi and Putin understand the necessity of deception and the danger of self-deception. They understand facts have consequences more than our elites.

    In the end anyone who wants to win must recognize, however dimly, that the world can’t be spun. That there’s always stuff that there’s no use denying.

  • If it did, QCOM's stock would soar and QCOM has a ton of cash on the books.

    I wonder what the takeover premium would be?

  • Reply to

    ONCE Reacting to AAVL Results in AH

    by b1g_brothr Jun 15, 2015 5:42 PM
    b1g_brothr b1g_brothr Jun 15, 2015 11:58 PM Flag

    AAVL presented positive phase 2 data on their gene therapy eye treatment. The drug was safe, but not as effective as had been hoped. ONCE is in a similar position, but we all hope their therapy is more efficacious.
    I think the 35% drop in AAVL was overdone since their drug passed phase 2, but Wall Street may differ. AAVL down 36%.

  • b1g_brothr by b1g_brothr Jun 17, 2015 8:05 AM Flag

    At the start of the trial, patients were given an injection of Lucentis. Some were injected with AVA-101 one week later, and all of the patients got a second Lucentis injection four weeks after the start of the trial. After that point, they only got injections when their physicians felt it was necessary. Those were called "rescue" injections.

    Avalanche Biotechnologies Inc. said nine of the 21 patients treated with AVA-101 had stable or improved vision with two rescue injections or fewer. That compares to one out of 11 patients in the Lucentis group.

    The company also said vision for patients treated with AVA-101 improved while the Lucentis patients' vision got worse over the course of the study.

    Analyst Tim Lugo of William Blair & Co. said the results were "mixed" overall, with the Lucentis-treated patients doing surprisingly well. He said it will take a while until another clinical trial makes things clearer. He downgraded Avalanche shares to "Market Perform" from "Outperform" and cut his price target to $24 per share from $53.

    Given that the outcome of NOT taking the drug is blindness, these results look pretty good to me! We may get more selling early on, but if AAVL can close positive today, I think we may see the $24 target quicker than expected.

  • AAVL down hard on disappointing but positive results

  • Reply to

    Shorted 2000@16.10

    by bayareabaadshah Jun 18, 2015 1:28 PM
    b1g_brothr b1g_brothr Jun 18, 2015 1:31 PM Flag

    Why didn't you short at $40? It seems a bit risky now with a new analyst price target of $24.

  • Proving that the U.S. is more desperate than its Iranian counterparts to reach a nuclear deal — even if it’s a very bad one — Secretary of State John Kerry this week said the U.S. is willing to capitulate on a major sticking point in negotiations as the June 30 deadline draws near. According to The New York Times, “Mr. Kerry suggested major sanctions might be lifted long before international inspectors get definitive answers to their longstanding questions about Iranian experiments and nuclear design work that appeared aimed at developing a bomb.” Here’s Kerry’s rationale: “We’re not fixated on Iran specifically accounting for what they did at one point in time or another. We know what they did. We have no doubt. We have absolute knowledge with respect to the certain military activities they were engaged in. What we’re concerned about is going forward. It’s critical to us to know that going forward, those activities have been stopped, and that we can account for that in a legitimate way.” If Iran can get away with lying about its nuclear program, what else can it get away with? Moreover, as Hot Air’s Allahpundit asks, “What have they learned about bomb-making over the past 20 years? Shouldn’t they be required to let the UN know that before we jumpstart their economy, giving our friends Assad and Hezbollah a shot in the arm on the battlefield?” The Islamic regime may leave the table at the end of the month without an agreement, and it won’t make one iota of difference to them. The Obama administration, meanwhile, is surrendering fundamental demands to the world’s leading state sponsor of terrorism and proving a point made by former Secretary of Defense Donald Rumsfeld: “Weakness is provocative.”

  • Check out the balance sheet. You always worry about biotechs running out of money, but Spark appears well funded, if they can produce...

  • b1g_brothr by b1g_brothr Jun 29, 2015 6:17 PM Flag

    Wow! LEU is feeling the effects of the Greek crisis although I don't think there are any reactors in Greece.
    I had a buy order in today if LEU hit $4.01. I may try again tomorrow if LEU sells off again.
    Keep an eye on $3.75, the 52 week low. That's a support LEU has to hold.
    I think it will get back at least to $4.51 in the next month or so for a 10% profit.

EPD
28.62+0.16(+0.56%)Aug 28 4:02 PMEDT