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Cheniere Energy Partners LP. Message Board

citiccgirl 11 posts  |  Last Activity: May 28, 2015 10:50 AM Member since: Apr 18, 2008
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  • STRL..much of their construction business is Texas and Louisianan..after Katrina STRL wen up like gangbusters...huge gain, peri..sadly with these floods in Texas they stand to make a lot

    STRL Sterling Construction (STRL 3.98) initiated with a Buy at Maxim Group; tgt $6.

    Firm notes STRL is a leading heavy civil construction company that specializes in transportation and water infrastructure projects, primarily in Texas, Utah, Nevada, Arizona, California, and Hawaii, complementing these states' growing infrastructure budgets and long-term population growth trends. Their thesis and PT are supported by a P/E and EV/EBITDA analysis that compares STRL to a peer group of industrial infrastructure companies. Currently, shares of STRL trade at a P/E of 9.1x their 2016 estimates, versus its peer group's average of 16.4x

    Sentiment: Strong Buy

  • IDTI

    Integrated Device target raised to $29 at Topeka Capital Markets

    Topeka Capital Markets raises their IDTI tgt to $29 from $24 noting they attended the IDTI Analyst Day, where attendance levels and investor interest were very strong and mgmt was confident regarding growth and margin opportunities. While mgmt reaffirmed prior growth guidance, firm was encouraged by the growth opportunity presented for both existing and newly announced products. With technology differentiation, end market diversity and benefit from strong secular trends, firm expects co to significantly outgrow overall semiconductors. Furthermore, they believe that co can sustain relatively high margins and generate significant cash flow.

    Sentiment: Strong Buy

  • News Breaks
    May 21, 2015
    08:20 EDT

    MTZ MasTec coverage resumed with an Overweight at Stephens
    Target $23

    Sentiment: Strong Buy

  • FEIC FEI initiated with a Buy at The Benchmark Company; tgt $90

    The Benchmark Company initiates FEIC with a Buy and price target of $90
    noting new products such as the Talos transmission electron microscope
    (TEM) and the Teneo scanning electron microscope (SEM) are gaining
    traction. In the third quarter of 2013 new products represented 22% of
    total bookings; this has grown to 70% of total orders in the first
    quarter of this year. Besides increased bookings, these products offer
    higher,

    Sentiment: Strong Buy

  • My friend said this about LOCO...he was an accountant....still, is this true? Thank you if anyone knows :)
    My friend said this about LOCO...he was an accountant.

    LOCO is being singled out because it operates so many units in LA which wants to raise the minimum wage to $15 hr. Most of their revenues comes from franchise fees which are based upon a percentage of sales. If franchisees need to raise menu prices due to higher labor costs, then LOCO will actually earn higher franchise fees. Also, in LA, occupancy and food costs are the main drivers, not labor. Yes, it will hurt a little, but not as much as the stock is being sold.

    Sentiment: Strong Buy

  • HKSA started some ..An Emerging Growth stock added today

    Heska (HSKA #11) returns to our rankings this week. The company sells veterinary diagnostic products with a core focus on companion animals (canine and feline). Products include blood testing instruments, digital imaging products, software as well as single use products (in-clinic heartworm tests, heartworm preventive products, allergy tests etc.) It also sells private label vaccines and pharmaceuticals for cattle and small mammals.
    Heska a play on changing veterinary practices. Vets have moved away from annual vaccines and marked-up pharma sales (the move toward generic drugs makes marking up more difficult). As such, vets are moving more toward wellness and diagnostic products. A big trend is for vets wanting the ability to perform diagnostic testing in-house so results come back while pet owners are there rather than waiting days for an outside lab. It works well for Heska in that it makes money on the blood analyzer equipment sales and it has an ongoing revenue stream from the consumables.

    Of note, HSKA’s newly launched Element HT5 five-part hematology analyzer has been very popular as it’s quite a bit faster than older models. In fact, HSKA ran out of inventory in Q1. We caution that HSKA is small and thinly traded but the stock has been making a nice move higher on a series of strong earnings results with nice margin expansion.

    6 million share float

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Apr 7, 2015 1:48 PM Flag

    StockReversals
    $NVTA I wonder if MD Cancer Center and Dr. Rosenberg of NIC (the top 2 cancer research centers in USA) are also pumping this stock?

    StockReversals
    $NVTA All they are doing is going after every patient in America to have a Genetic test and change standard of care, thats all... nothingbig

    Sentiment: Strong Buy

  • Go to Stock twits and look at the NVTA thread. I really love these guys they really do their homework. They were in QURE before the BMY news yesterday

    eg StockReversals
    $NVTA Baker Brothers 16%, Blackrock 14%, Insiders 24%, Deerfield tripled position at IPO. CEO co founded $INCY and $GHDX. Do the math

    Sentiment: Strong Buy

  • Reply to

    NVTA From Briefing ..they love this IPO

    by citiccgirl Mar 12, 2015 1:25 PM
    citiccgirl citiccgirl Mar 12, 2015 1:26 PM Flag

    Looking ahead, NVTA plans to continue reducing its cost of goods sold while also increasing test volumes and improving reimbursement and cash collections. NVTA provided guidance for 2015 of delivering 14,000-17,000 billable tests to its customers. In addition, the company expects to increase its test menu to cover more than 500 genes (currently offers testing for 216 genes).

    Sentiment: Strong Buy

  • Story Stocks: Invitae (NVTA) - Genetic Testing Company Reports Q4 Results, Lists Key Indicators of Success

    Invitae, a provider of genetic info to mainstream medical practices, reported fourth quarter and year-end results after the close on Tuesday. Results from the quarter included EPS of ($16.75) on revenues of $0.876 million.However, its worth noting that the company is still in the developmental stage, and in light of this, NVTA provided other key indicators of success.

    First, in case you're not familiar with NVTA, Invitae is focused on making comprehensive genetic testing more affordable and accessible. Its goal is to consolidate the majority of the world's genetic tests into a single service, then ultimately providing that service at a lower price and faster turnaround time than most single gene tests currently available.

    NVTA launched its first commercial offering in late Nov 2013. The company initially charged $1,500 per sample, and allowed clients to receive test results on any or all of the 216 genes tested in the multi-gene panels. Previously, customers would need to have several tests done to test different genes, and would incur separate costs for each additional test.

    Turning to the key indicators of success, the first thing that jumps out is the decrease in average cost per billable from $1,500 to under $1,200. Additionally, NVTA secured reimbursement contracts with Blue Shield of California and SelectHealth, and became licensed for Medicare, which should help speed up the collection period and generate more cash flow. Lastly, while revenues grew nearly 900% year/year in fourth quarter 2014, total costs and operating expenses grew just 27% over the same period. Although a 900% revenue growth rate is not sustainable over the long term, and the sample size thusfar is small, it is a positive to see revenues increasing at a faster rate than expenses.

    Sentiment: Strong Buy

CQP
33.52-0.05(-0.15%)2:30 PMEDT