Wed, Apr 16, 2014, 9:19 AM EDT - U.S. Markets open in 11 mins.

Recent

% | $
Quotes you view appear here for quick access.

Chemtura Corporation Message Board

citiccgirl 53 posts  |  Last Activity: 18 hours ago Member since: Apr 18, 2008
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • He named a couple of other Mortgage Servicers...did anyone hear the names? One was ASPS. Thank you!

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Apr 11, 2014 3:53 PM Flag

    MEI - i think this gets bought out...this is the type of company that does get bought out. I feel it in my bones :))

    Sentiment: Strong Buy

  • EPAM Systems sees Q1 results above previously provided guidance :))

    Arkadiy Dobkin, CEO and President of EPAM Systems stated, "I would also like to use the opportunity to re-assure our investment community that the events in the Ukraine have not impacted our performance. Due to the consistent level of clients' demands we increased our delivery headcount in the country by over 5% during the first three months of this year and we anticipate our Q1 results to be above the high end of our guidance for that period. We will provide a detailed update during our Q1 earnings call."

    Briefing note: On Feb 19, 2014 co guided for Q1 EPS of $0.37-0.41 and revs of $151-153 mln. Current Capital IQ Consensus calls for EPS of $0.40 and revs of $152.42 mln.

    Sentiment: Strong Buy

  • Reply to

    KFX I should have added today :(

    by citiccgirl Apr 8, 2014 12:24 PM
    citiccgirl citiccgirl Apr 8, 2014 1:40 PM Flag

    I am long because the analysts on briefing wrote that piece about KFX. It is one of their focus stocks. I think I messed up the copy a bit lol They are excellent analysts.

    Sentiment: Strong Buy

  • I should have...I was distracted

    Sentiment: Strong Buy

  • :)))

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Apr 4, 2014 12:35 PM Flag

    You are very welcome :))

    Sentiment: Strong Buy

  • Reply to

    Q1 EPS $0.03; WAY TOO OVERVALUED

    by aboutstx Apr 3, 2014 2:18 PM
    citiccgirl citiccgirl Apr 3, 2014 5:34 PM Flag

    You're not brightest bulb on the tree, are you? lol I'll take my advice from real investors! ABTL is a strong buy and hold.

    Sentiment: Strong Buy

  • Reply to

    ABTL from briefing

    by citiccgirl Apr 3, 2014 4:33 PM
    citiccgirl citiccgirl Apr 3, 2014 4:51 PM Flag

    That sale price would value Cars.com at about 5-6x sales so ABTL at 1.2x looks pretty cheap.

    Sentiment: Strong Buy

  • Reply to

    ABTL from briefing

    by citiccgirl Apr 3, 2014 4:33 PM
    citiccgirl citiccgirl Apr 3, 2014 4:50 PM Flag

    In sum we like the story. The AutoUSA deal is a big positive, in our view, as it provides scale and access to many more car dealerships. Also, the co had really started to do well even before the AutoUSA deal was announced as ABTL has really improved its ability to quantify the value of its leads to car dealerships, as we discussed earlier. Another potential kicker is that the WSJ reported in early March that Classified Ventures may seek $3 billion in a sale for its Cars.com unit. That could shine a spotlight on ABTL's low valuation and generate even more interest.

    Yahoo won't let me post the cheap valuation in comparison to Carscom because it was said in the first post...double posting or something :( I'll try again later

    Sentiment: Strong Buy

  • Reply to

    ABTL from briefing

    by citiccgirl Apr 3, 2014 4:33 PM
    citiccgirl citiccgirl Apr 3, 2014 4:34 PM Flag

    From a broader perspective, ABTL's business has really taken off the past couple of years. Clearly the recovery in the automotive market generally has been a big tailwind, but the bigger reason is that ABTL only recently devised a system whereby it can actually quantify the value of its leads to car dealerships. ABTL's close rate is around 23% vs. an average industry close rate of 6-8% over the past 15 years. This new ability has really helped ABTL's sales team close deals and it may lead to price increases.

    Looking ahead, Q1 will be the first quarter with the AutoUSA acquisition (Q2 will be the first full quarter) so expect some nice top line growth when they report results in late April/early May. Today, ABTL says it expects total Q1 revenue growth of 45-47%. They also raised their organic revenue growth (excluding AutoUSA) guidance to +22-24% from +18-22%. AutoUSA generated 2013 revenue of approximately $30 mln with positive operating income and cash flow. However, management reiterated what it said previously: that AutoUSA's historical gross margins have been in the mid-20% range. Mgmt expects it will likely take several quarters to bring those margins closer to ABTL's historical margins (ABTL posted 38.9% gross margin in 2013). They also are guiding to GAAP EPS of $0.03, but this includes items so it likely does not compare to the $0.05 consensus. Mgmt says the EPS guidance is "in-line" with consensus estimates.

    Sentiment: Strong Buy

  • citiccgirl by citiccgirl Apr 3, 2014 4:33 PM Flag

    02-Apr-14 14:46 ET ScalpTrader Position Update

    ABTL 14.96: Stock up 25% today on guidance and news that co doesn't plan to raise capital. Unfortunately, I only have 1/3 position on. Had been monitoring overall price action (in stock and market) before adding to the position. Price action today suggests that funds were possibly short in anticipation of a secondary offering and are now getting squeezed out. Keeping the 1/3 position and will see how it trades for a few days/weeks. Given the valuation of around 1.2x sales vs the 5-6x sales that peer Cars.com is reportedly being valued at in a sale, ABTL shares could double and still be cheap on a relative basis. Hence, plan to sit tight and look for the right oppty to add.. see our Emerging Growth comment from earlier today for more color on the story

    EMERGING GROWTH STOCKS

    Autobytel (ABTL): Jumping 18% on higher guidance, recent AutoUSA deal makes a lot of sense Emerging Growth component Autobytel (ABTL) is jumping 18% after raising its Q1 organic revenue growth target. Another positive is that management is reiterating that it has no plans for raising additional capital following its shelf registration on Feb 27.

    In case you're not familiar, ABTL operates Autobytel.com which is a website that offers original automotive content to consumers to help them make informed car-buying decisions. They make money mostly by providing leads to car dealers but they also make a small amount of revenue from advertising on their site. They get paid about $20-25 per lead. ABTL is the largest lead provider in the US. The stock jumped in mid-January when ABTL announced it had acquired rival AutoUSA from AutoNation (AN) which significantly increases its scale. Its car dealer network is now more than 5,200 from about 3,800 (a 37% increase), it also strengthens ABTL's existing relationship with AutoNation, which is the largest automotive retailer in the US.

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Apr 3, 2014 3:42 PM Flag

    bump :))

    Sentiment: Strong Buy

  • ABTL Autobytel sees Q1 organic rev growth of 22-24%, raised from prior range of +18-22%; sees Q1 EPS of $0.03 vs $0.05 Capital IQ Consensus Estimate

    Co announced it has raised its revenue guidance for the first quarter of 2014. Autobytel expects total revenue growth, including the contribution from its recently completed acquisition of AutoUSA, of 45% to 47% for the first quarter of 2014, compared with the first quarter of 2013. The company also now expects organic revenue growth, excluding the contribution from AutoUSA, in the range of 22% to 24% (~$22.28-22.64 mln vs $25.22 Capital IQ Consensus Estimate) for the first quarter ended March 31, 2014, compared with last year. The company's original guidance range called for revenue growth of 18% to 22%. Additionally, Autobytel said it expects earnings per diluted share (EPS) of approximately $0.03 for the 2014 first quarter (vs $0.05 Capital IQ Consensus Estimate), in line with analysts' estimates. The company noted that EPS for the first quarter includes one-time acquisition-related costs of approximately $1.0 million and does not include cost synergy benefits related to the acquisition of AutoUSA, which are expected to begin at the end of the 2014 second quarter.

    Autobytel also reiterated that it currently has no plans for raising additional capital following its shelf registration statement on Form S-3 filed with the SEC on February 27, 2014.

    Sentiment: Strong Buy

  • ABTL Apr 3rd, 2014 B. Riley Increases Autobytel Price Target to $22.00

    https://twitter.com/zenni503

    Sentiment: Strong Buy

  • It always goes up after that. They must be trying to get shares as low as they can. I think that must be it....easy to manipulate a stock with low volume. I buy my shares before the market...I have a full position now though lol

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Apr 2, 2014 6:58 PM Flag

    Choose "expand all replies" to see all my posts...then there are still replies to myself that you have to choose, "replies to citccgirl" to see the end of the article. This Yahoo message board has gotten so lame! :(

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Apr 2, 2014 3:14 PM Flag

    Looking at analyst estimates, the street is forecasting EPS of $0.29 this fiscal year (ending June 30) on revenue growth of 11% to $296.2 million. Then, for FY15, analysts are expecting EPS growth of 21% to $0.35 and revenue growth of 7% to $317.7 million.

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Apr 2, 2014 3:13 PM Flag

    The market opportunity facing KFX is large, estimated to be about $7.1 billion in 2012. Just as important, the market it competes in is also growing at a good clip, estimated to grow by a CAGR of 18% to $14 billion in 2016. The company does go head-to-head with some tech heavyweights, including IBM and Oracle (ORCL). However, KFX says that its TotalAgility 7.0 product is the only uniformed platform on the market for deployment of Smart Process Applications. In other words, clients only have one software deployment, while other products on the market include 3-5 separate deployments. Further, KFX makes the point that this type of software is the only thing it does -- it is laser focused on developing the best software in this niche. On the other hand, for huge companies like ORCL or IBM, this area is not a priority and is only a small part of what they do.

    In addition to being solely focused on Smart Process Application software, another competitive advantage for the company is its large installed base of over 20,000 end users. KFX already has a strong presence in many different verticals and its installed base is familiar and comfortable using its software.

    As far as specific growth strategies, KFX plans to continue investing in mobile Smart Process Applications while also growing both its direct and indirect sales channels. On that end, during the last 9 months or so, it has ramped its sales force up by 30%, with further recruiting underway as of its Q2 report. On the product side, it recently launched Kofax Total Agility 7.0, which is seeing solid market acceptance. KFX has also stated that it may look for more acquisition opportunities, and if something attractive does crop up, it has over $80 million in cash and a $40 million line of credit with BofA Merrill Lynch to finance it with.

    Sentiment: Strong Buy

CHMT
24.90Apr 15 4:01 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
SodaStream International Ltd.
NasdaqGSTue, Apr 15, 2014 4:00 PM EDT
Yahoo! Inc.
NasdaqGSTue, Apr 15, 2014 4:00 PM EDT