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Fuel Systems Solutions, Inc. (FSYS) Message Board

buyacramer 5 posts  |  Last Activity: Dec 31, 2014 1:19 PM Member since: Feb 10, 2011
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  • FVE management was recently given over 100K shares. 2014 was a disaster year full of distractions and catching up on reporting. They probably also flushed every possible bad news out so that they can start with a clean slate in 2015. As the tax loss selling comes to an end so that everybody who wants to get out is out, 2015 should be set up a a good year for the company to start showing positive surprises. Remember FVE is a US only firm with no exposure to foreign currency or global slowdown risks. Lower energy and a super strong US economy bodes well for FVE and the stock also shields you from global surprises. Also, the winter so far has been extremely mild, which also bodes well for occupancy rates.

  • CG has fallen off a cliff this year by 25% because of its exposure to energy. However, I think they have been overly punished for exposure to energy. Markets are at all time highs, so even if CG's energy portfolio is down 30-40%, the remaining 90% of Carlyle is probably up 10% or so given markets are up over 10%. On net, Carlyle's portfolio is up for 2014, so why a 25% selloff? January typically is very strong for PE as that is when they give their biggest dividend. CG could see a nice start of 2015 year rally. Selloff makes no sense to me. Anybody else have thoughts?

    Sentiment: Buy

  • FVE is down in 2014, but what really has changed in the business? The restatement issue was a debacle, but the company continued to acquire new properties in 2015, revenue likely grew as we will soon find out when they report, and they will get this restatement behind them, positioning them well for positive catalysts that should lift the stock in 2015.

    FVE is dirt cheap at these levels and is one of the few stocks still on sale in this all time high market. As the world continues to do QE and struggle for growth, where better to invest than right here in the US in one of the largest senior living operators? You don't have to worry about strong dollar hurting your international sales #s, which will be a problem for multinationals in 2015. The US economy is booming, jobs are plentiful, asset prices are high, and American seniors are richer than probably anytime in recent history. America is also aging. Add to all that, 30-40% decline in energy prices (will be lowest heating costs for FVE in years), and you really have all the stars aligning for FVE and the sector as a whole. Listen to any anayalst on CNBC and you will hear them caution investors about multinational stocks in 2015 because of the strong dollar. Stocks like FVE, that are 100% US, in a great sector, and still trading at low valuations in this euphoric market are the place to put your money in 2015.

    Sure FVE has some issues with governance, but that is already fully baked into the stock. 2014 was the dead year for FVE, but 2015 will be when they get their act together and come alive again.

  • ANW starting to take advantage of the fire sale from OW Bunker Bankruptcy. They just won auction for their US fuel assets. More to come. ANW should be at least flat for the year. No reason their stock is down 10%.

  • Looks like aircraft leasing company turned down a buyout offer from China Investment Corp and instead has decided to go public. Maybe CIC should look at FLY, which is definitely the cheapest in the space. Abu Dhabi fund has investments in Aercap, Japanese investment fund has a stake in Ayrcastle. If FLY were to attract a major soverign equity fund, that could help the steep discount the stock is trading at.

10.84+0.11(+1.03%)Feb 27 4:00 PMEST

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