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Amgen, Inc. (AMGN) Message Board

clidinho1 11 posts  |  Last Activity: Jul 23, 2014 7:56 PM Member since: Dec 22, 1999
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  • clidinho1 by clidinho1 Apr 27, 2014 9:49 PM Flag

    I just recently became a shareholder of AFOP and I must say that I am very pleased with how the shares have moved thus far. As I continue to do my Due Diligence, I run into some Financial stats for AFOP that is a must of sharing for Longs:

    There are only 18.4 M shares outstanding with Insider owning 35% of the outstanding shares. This is excellent as it shows the company owners have skin in the game. Institutions own another 27%...not bad for such a small company of $338m market cap. I clearly see a take potential over here. I must say, the stats look great:

    The PEG ratio (widely know as a great predictor of share growth) is at 0.56 (anything less than 1 is good). The peg takes its trailing P/E and divides by the average earnings forecast growth for the next 5 years. Basically, forecasters have the future 5 years growth at 25-50% range which is truly outstanding.

    Other worthy mentions include: $50M in cash...yes, about 15% of its market cap and a historical ROE of 26%. Also, because of their integrated sale solutions, they can raise prices thus earning a Profit Margins of 35-40%. Microsoft did that in its early days.

    I am a long term investor and I look for value with a greater upside than the market average. I don't bet the farm in companies like these, but it is hard to argue with their recent financial deliveries. My prediction is that this stock will be $30 by 3Q/2014. Good luck Longs.

    Sentiment: Buy

  • The company ops are hitting at all cylinders, production is higher than GFOs with upcoming well work adding to further to production. BP has 11 working rigs in the Golf alone. Downstream is doing just fine, Whiting is coming along and well ahead of schedule. Upcoming earnings in 2Q14 will surpass the 1Q14 and further substantiate the fact that BP's performance edge is truly back. Lastly, at this rate, we will deliver on the 6 point plan (double the cash flow by 2014) by 3Q14. This company is back and back with a win attitude!

    Sentiment: Strong Buy

  • Reply to

    Added to my position

    by right2say May 9, 2014 3:23 PM
    clidinho1 clidinho1 May 12, 2014 8:50 PM Flag

    Fully agree, I am bullish on this stock based on fundamentals. m $23/sh coming soon.

  • Based purely on fundamentals, this stock has nothing but upside. Look at its cash position, Contribution margins, Revs YoY and Industry momentum. In fact, I wonder whether AFOP isn't a good acquisition target as many of its competitors are of larger market cap. As I posted before, in my view, we will see $23 by Q2 announcements (July 23rd) and likely $30/sh by year end. The E on the P/E ratio and its PEG ratio will drive the shares higher.

    As to the non-sayers, point me to a balance sheet or income statement item or any other fundamental that does not support my assertions. Clearly no one has a crystal ball and these are purely my views, however, these views are based on financial facts. To bash just for the sake of bashing is simply stating the obvious ... "oops, I have shorted the stock and I am now hurting...hence may I try fears onto others". It ain't working. The market was down 135 pts today and AFOP is UP!

    Sentiment: Strong Buy

  • clidinho1 clidinho1 May 28, 2014 9:04 PM Flag

    You are right and with all of the ups and downs of this stock of late, much of the weak hands are out. This means that we should continue to see higher days. I am still hoping for $23/s by mid summer and $30/s by year's end.

    Sentiment: Strong Buy

  • Reply to

    Harry Boxer's Charts of the Day

    by thetechtraderca May 29, 2014 7:27 AM
    clidinho1 clidinho1 May 29, 2014 9:34 PM Flag

    His target is $23.5/sh on the short term

    Sentiment: Strong Buy

  • clidinho1 clidinho1 Jun 4, 2014 8:25 PM Flag

    Stop shorting this stock....you simply look silly with these hopeless comments.

    Sentiment: Strong Buy

  • clidinho1 clidinho1 Jul 10, 2014 8:54 PM Flag

    Fully agree. They need to hire a PR person to help them with new releases...this company is way to quiet.

    Sentiment: Strong Buy

  • clidinho1 clidinho1 Jul 11, 2014 9:04 PM Flag

    I fully agree, the financials look great. However, this is a tough pony ride (up and down and all around). What makes it worse is that such volatility occurs absent of any news. It seems that the market makers really like to scoop up those stop losses orders.
    I hope the earnings will come as predicted with a $25-$26m rev and strong guidance.

    Sentiment: Strong Buy

  • earning will show afop has gain mkt share at $26m rev....

    Sentiment: Strong Buy

  • clidinho1 clidinho1 Jul 23, 2014 7:56 PM Flag

    Yes we will...we will report akin to FB. Longs wil be rewarded

AMGN
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