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Xerox Corporation Message Board

betting_my_bundle 32 posts  |  Last Activity: Sep 12, 2014 8:37 PM Member since: Jul 2, 2001
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  • Reply to

    New Option Strike Prices

    by jamesdean274 Jul 28, 2014 9:47 AM
    betting_my_bundle betting_my_bundle Jul 28, 2014 10:02 AM Flag

    JD, You know someone thinks the warrants will be extended (if necessary) with the listed September $2.50 calls offered at 25 cents and CYTXW 31 cents bid. Let's hope you're right that it won't be necessary...

  • Reply to

    Another decent quarter

    by betting_my_bundle Jul 25, 2014 9:48 AM
    betting_my_bundle betting_my_bundle Jul 28, 2014 9:57 AM Flag

    I also like looking at FCF yield. However, using FCF can be tricky based on variable capital expenditures over time and when comparing firms or industries. Depending on the situation, sometimes investors reward more for capital investments and other times they do not.

    As you point out, using PE also has its weaknesses, but earnings and its growth are key metrics for investors. I guess the bottom line is that it makes sense to consider more than one value metric while keeping the pros and cons of each in mind.

  • betting_my_bundle by betting_my_bundle Jul 28, 2014 9:24 AM Flag

    ... to $17 from $14; rating BUY.

  • * Xerox : BMO raises target price to $15 from $14; rating market perform
    * Xerox : JP Morgan raises to neutral from underweight; price target to $14 from $13
    * Xerox : Susquehanna raises target price to $16.50 from $14; rating positive

  • betting_my_bundle betting_my_bundle Jul 26, 2014 6:26 PM Flag

    "There is absolutely zero basis for legal action."

    I agree, and if warrant holders have a cause of action in September, then for quite some time now shareholders would have too. I don't recall seeing shareholders successfully bringing a lawsuit. Why not if management "said something misleading, and "loaded".. especially the comment "we do not expect any further dilution" and "thanks for waiting, it's been a long time" calls, and what they did afterwards"? Ambulance chasing lawyers would not have waited for warrants to expire to bring a case.

  • betting_my_bundle betting_my_bundle Jul 26, 2014 10:31 AM Flag

    "if warrants expire worthless there will be a bunch of lawyers that will have a circle #$%^ with this company until it is closed down for good"

    How dramatic!

    While there is a very good chance the warrants are out of the money at expiration, I doubt there will be any successful lawsuits. If there are, then it would just cost CYTX some of its scarce cash to defend.

    For some time now the warrants have been trading rich to the listed $2.50 September call options. This indicates some believe they will be extended. Based on the May warrant extension, it is possible the September warrants will receive similar treatment. We know CYTX needs cash and can justify these warrant extensions based on this.

  • Reply to

    Another decent quarter

    by betting_my_bundle Jul 25, 2014 9:48 AM
    betting_my_bundle betting_my_bundle Jul 25, 2014 11:05 AM Flag

    The Q&A just ended with XRX up +3.5% and the Dow getting slammed down -150 points. The solid quarter, guidance and margins are supporting the relative outperformance. XRX remains on plan and there is room for more PE expansion on top of likely boosting of estimates by analysts.

  • Reply to

    Another decent quarter

    by betting_my_bundle Jul 25, 2014 9:48 AM
    betting_my_bundle betting_my_bundle Jul 25, 2014 10:30 AM Flag

    "They raised the low end of guidance"

    The guidance includes a 2 cents restructuring charge so before the charge, they raised guidance. Guidance and margins are supporting the stock while the rest of the market is getting hit.

    Comments on the call were encouraging and the Q&A just started. XRX now up 2.5%.

  • Reply to

    Another decent quarter

    by betting_my_bundle Jul 25, 2014 9:48 AM
    betting_my_bundle betting_my_bundle Jul 25, 2014 10:03 AM Flag

    I don't know when, but $14 is on the horizon. It was a solid quarter. XRX is now up +3% just ahead of the call...

  • betting_my_bundle by betting_my_bundle Jul 25, 2014 9:48 AM Flag

    Management remains on plan and results show it. Guidance should support the stock. After initial selling on the news, XRX is now up +1.75% to $13.07 while the broad market is getting slammed down. The last time the stock traded over $13 was in 2008. We'll see if this strong relative strength in front of the call continues after we hear management's comments.

  • betting_my_bundle betting_my_bundle Jun 25, 2014 10:07 AM Flag

    Despite heading into the seasonally stronger summer season, refinancing rates remain relatively subdued. Many expect this trend to continue for now, though if rates drop enough prepayments should get a boost. However, lower or stable rates make HLSS' dividend look very good to income investors. It appears that HLSS is a good place to invest for now, and if prepayments continue to cooperate they should beat consensus estimates and quite possibly raise the dividend again in the not too distant future.

  • Reply to

    Earnings Call...

    by ggggg51 Apr 28, 2014 9:15 PM
    betting_my_bundle betting_my_bundle Jun 22, 2014 10:39 AM Flag

    "good buying opportunity if you believe the long term growth of small acoustics..."

    Even for short term traders the dip was a good opportunity - firms such as AAPL have new products and refreshes later this year which should boost near term results and outllook.

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