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Qorvo, Inc. Message Board

cash_is_king_now 15 posts  |  Last Activity: Apr 18, 2016 7:04 PM Member since: Mar 9, 2003
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  • With RKUS acquisition, he may be planning for a different price.

    Sentiment: Buy

  • cash_is_king_now cash_is_king_now Apr 18, 2016 6:50 PM Flag

    Those estimates are a little bit high but still not bad for a company is growing at a good rate.

    Sentiment: Buy

  • Acquisition by BRCD was a good move because they are getting a company that have been growing and increasing revenue in past 5 years.
    In regard the purchase, total RKUS diluted shares stands at 96m shares (87m basic).
    BRCD pays $6.45 per share of cash or $619m and also pays .75 share for each RKUS share which will be 72m shares. The numbers are based on current info in the 10k.
    Yahoo is showing that RKUS has $230m cash and almost zero debt.
    So, the total cost will be around $400m cash and 72m shares. With 1.4B cash on hand and making over $400m in a year, BRCD will be in a good position since it can buyback its shares under $10 very aggressively while growing its business with current purchase.

    Sentiment: Buy

  • cash_is_king_now by cash_is_king_now Apr 18, 2016 3:50 PM Flag

    Ned Davis Research Group upgrades BROCADE COMMUNICATIONS SYSTEMS INC from NEUTRAL to BUY.
    BY Investars Analyst Actions - private
    — 9:04 AM ET 04/18/2016
    On April 18, 2016 Ned Davis Research Group upgraded BROCADE COMMUNICATIONS SYSTEMS INC ( BRCD ) from NEUTRAL to BUY.

    Sentiment: Buy

  • Reply to

    BRCD is a bargain at current prices

    by cash_is_king_now Apr 17, 2016 8:07 PM
    cash_is_king_now cash_is_king_now Apr 18, 2016 2:32 PM Flag

    Don't be so sure for what you are wishing for.
    The deal is a good one and opens a lot opportunity for BRCD .
    BRCD pays about $700m cash and about 75m shares.
    It gains RKUS cash position which is about $300m. So, BRCD pays only $400m cash.
    Currently, BRCD has $1.4 B cash and $800m debt. Provided that BRCD adds $100m cash every quarter, by the time the deal is done, BRCD ends up with $1.2B cash and the same debt, 75m more shares and access to RKUS revenue and income. RKUS has excellent wireless technology and this is the area that will get a lot of growth.
    In summery, BRCD owns RKUS, increase its revenue by about $450m to $500m per year and increase its income by about $60m but most importantly, growth potential and cost saving.
    A year after purchase, most of the shares paid for RKUS will be purchased back and BRCD cash position will be higher than current one while revenue and income will be much higher.
    Eventually, BRCD will be acquired and the purchase price will be around $20 per share.

    Sentiment: Buy

  • cash_is_king_now by cash_is_king_now Apr 17, 2016 8:07 PM Flag

    cash positive and PE under 10, this stock should not drop below $10.

  • Reply to

    $93 million for the CEO last year?

    by phil_inarizona Mar 16, 2016 11:05 PM
    cash_is_king_now cash_is_king_now Mar 17, 2016 2:20 AM Flag

    That will ruin the net income. Did the company make that much money as net GAAP income in 2015? The numbers provided by HZNP are all NON-GAAP.

  • cash_is_king_now by cash_is_king_now Feb 23, 2016 12:19 PM Flag

    HZNP tried 50 DMA around $19 in two different days but it could not break the resistance.
    The first time, it dropped to mid BB around $17.50 and rebounded. This is the second time that is heading for mid BB around $17.40. If it breaks mid BB then it will head down to Low BB in mid $15. If it rebounds from mid BB then it will try 50 DMA again.

  • cash_is_king_now by cash_is_king_now Feb 8, 2016 12:42 PM Flag

    Bollinger Bands has started to diverge and since they are trending down then the stock may break down to another lower level.
    Mid BB is trending down and it may settle around $17.
    Lower BB is trending down sharply to $15 and $14 areas.
    HZNP is about to break its support around $16. Next support levels are around $15 and then $14.
    It is possible that $14 may hold strongly.

  • cash_is_king_now by cash_is_king_now Feb 5, 2016 1:13 PM Flag

    Unfortunately, HZNP technical is weak.
    Upper BB crossed 50 DMA which makes 50 DMA a strong resistant in future.
    BB is converging and if the market continues its negative trend then the stock may drop to mid $16. If Mid $16 does not hold then $14 is possible.
    Mid BB is siting at $17.96 and it is acting as a resistance but it is trending down which limits the upside.
    HZNP needs volume and volume created when prices attract investors. I am thinking about a sharp drop which will continue with high volume but follows with a good rebound to get out of this mode. DEPO did it a few weeks ago and HZNP may repeat DEPO scenario.

  • cash_is_king_now by cash_is_king_now Feb 2, 2016 9:32 PM Flag

    Aroon indicators are showing trend change from negative to positive.
    Aroon-Down has started to go down while Aroon-up is flat but it will start to go up as soon as tomorrow.

    Sentiment: Buy

  • Day traders are at work and pushing the price around when there is not much volume. Even 100 shares can move the price to any direction. Now add computer trading, hedge fund needing cash and other factors then we get to this point that seems a robot without any thought acted this way. Will it last, I do not think so. It may look negative but no change in fundamentals and actually fundamentals are stronger but there is a disconnect which is created by robots. I stay invested since I believe in the stock and there will much better days ahead.

    Sentiment: Strong Buy

  • Reply to

    Here we go

    by rumrunner66 Feb 2, 2016 2:28 PM
    cash_is_king_now cash_is_king_now Feb 2, 2016 2:46 PM Flag

    You keep throwing bogus arguments here. The market is down significantly with almost all stocks in red but they trying to mix and tie the market and HZNP performance together. This will continue to a point but traditionally, this sector is the safest sector especially if a recession is in view. Biotech and pharma companies may follow the market to a point but eventually they will separate themselves. When patients need medicine, it does not matter if recession or not, they spend money for what they need. This sector income is the least affected by recession. So, take advantage of current prices and buy some for future income. The future may be next day or next week or even next year but the sector recovers and outperforms other sectors.

    Sentiment: Buy

  • cash_is_king_now cash_is_king_now Feb 2, 2016 1:54 PM Flag

    cash flow is the key and HZNP is generating plenty of cash. Since it is a growth stock, the cash generated thru income/cash flow goes toward the new investment. You may see that net income is low because of expenses for new investment but this is the nature of any growth stock.
    Eventually, HZNP income will exceeds its investment and it will jump from current market cap to much higher market cap. Market will adjust to changes that HZNP is making and one way or another, HZNP will be rewarded with much higher share price.

    Sentiment: Strong Buy

  • There is not any valid statement from a few posters who are taking advantage of the red market.
    HZNP is down but not because what these posters are arguing. It is red market and low volume which is pushing HZNP to current levels. Most stocks are affected. However, by the same token that HZNP is down more than others, it can fly at any day. The winners will not be people who are ignoring potential of HZNP but investors who understand power of HZNP potential and they are not scared from current volatilities. Long investors do not invest based on one day or even days or weeks of weakness but they look at over a year where HZNP will produce quarter after quarter and eventually benefits investors with a hefty gain.

    Sentiment: Buy