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LIN TV Corp. Message Board

daninfw04 231 posts  |  Last Activity: 9 minutes ago Member since: Mar 23, 2004
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  • Reply to

    I'm In

    by daninfw04 Aug 17, 2015 9:01 AM
    daninfw04 daninfw04 Aug 19, 2015 5:21 PM Flag

    I thought I did buy the dip.........been best year ever for me. Made over a million on 70,000 USCR warrants and over a half million trading EVC. Had order for another 20,000 PBY today at $11.45. Remember, I spent almost 15 years in this sector till I retired. I know dozens of PBY store managers that used to work for me. I am hearing things. Looks like 3-5 expressed serious interest prior to 6-30-15 announcement. If I had to guess we are now down to the two most serious and they are bidding against each other. We were almost $12 before the announcement and I think a 15-25% premium will be paid. That would be a $14-15 buyout. I have always said PBY was fixable but not with current management and BOD's. Ideally, someone smart would split it into three different companies as I have said for years and sell the pieces. This is another company worth more dead than alive. As I also said, I believe real estate has appreciated last 2-3 years dramatically and could fetch $12 alone now. That's what really got me to thinking that someone was serious. It was only worth about $10 when the $15 offer was made. I also like that the #2 holder added 1.4 million+/- shares in Q2. Gabelli is not allowed to add or sell since he has two on the BOD''s negotiating after 6-30-15. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Is Buffett trying to buy HOV?

    by cash.mccall Aug 18, 2015 1:01 PM
    daninfw04 daninfw04 Aug 19, 2015 10:14 AM Flag

    You really are a pompous idiot. I will try and teach you something. When I posted yesterday the shorts were covering. Then, when it broke $1.85 and ran to $1.90 the shorts started hitting it again and shorting. You do realize that shorts and longs both trade daily.....right? It is really funny that I have already forgotten more about trading stocks than you will ever learn. Give it up junior. Pathetic how you bash everyone that doesn't support and agree on your every word. But, wait, elementary school starts again next week and we won't have to worry about you during the day........., oh wait, I hear your mommy calling you. Better run junior before you get a spanking. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Is Buffett trying to buy HOV?

    by cash.mccall Aug 18, 2015 1:01 PM
    daninfw04 daninfw04 Aug 19, 2015 9:22 AM Flag

    You can hit my yahoo id and see the few I post on. I trade a lot more but only post on the few. Been doing this over 20 years. Most recent recs were USCXW and USCRW. Bought the USCXW's in the 2's and 3's in past year and just sold out between $23-26 about a week ago. Made over 8X in less than a year on those. Go back and see my early posts. I was dead on. Made over a million on 70,000 shares. I have also highly recommended EVC past 1-2 years and made a fortune trading. It's a great buy at $7.50 now and will be worth $12+ after spectrum auction in March 2016. Read the last few hundred posts to get an idea of what is going on. They are a company that potentially can sell $1-3 BILLION in spectrum.....even though it could reach $5 BILLION but highly unlikely. For the same reasons I liked USCR I also like CX but have not bought a share yet. Plan to start adding in the 7's. One of the reasons builders like HOV have struggled to make money is because building materials are going up every year. CX is a $12-13 stock next 6-18 months. I am also in PBY as a buyout trade but it is highly risky ST. GLTA DaninFW

  • Reply to

    Is Buffett trying to buy HOV?

    by cash.mccall Aug 18, 2015 1:01 PM
    daninfw04 daninfw04 Aug 18, 2015 1:54 PM Flag

    Not sure who you are calling rookie. I have only been doing this since you were in diapers and posting for almost 25+/- years on message boards......since they were invented. Anyone hitting your yahoo id is inundated with gibberish and personal attacks on every message board you post on. You seem to be a very unhappy person trying to impress people with intelligence you don't have. Anytime I need a good laugh I am going to pull up some of your old posts like the ones on iron ore. You act like you know everything about everything. What a loser.......DaninFW

  • Reply to

    Is Buffett trying to buy HOV?

    by cash.mccall Aug 18, 2015 1:01 PM
    daninfw04 daninfw04 Aug 18, 2015 1:31 PM Flag

    I don't like being called a nut when I am right. You are the nut for thinking Buffett would buy HOV. He ONLY buys well run companies and keeps management to run his acquisition. Of course, not all of the spike today was short covering but at least a million shares was, no question. A well run homebuilder might buy HOV and get rid of incompetent management.....but not Buffett. DaninFW

    Sentiment: Strong Buy

  • Very apparent today that the shorts are running for the exits. Seen 3 times today where stock bumps up 3-5 cents on 100,000+/- shares in less than 5-10 seconds. They are running. Kind of fun now. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Sold

    by brianisme30 Aug 14, 2015 12:03 PM
    daninfw04 daninfw04 Aug 18, 2015 9:44 AM Flag

    HOV doesn't do renovations to my knowledge. I like HOV. They have three new developments around me that are selling like crazy in Texas. They are big in DFW and Houston. DaninFW

  • Reply to

    HOVP FROM $13 to $5 in a month

    by homeseek Aug 17, 2015 4:25 PM
    daninfw04 daninfw04 Aug 18, 2015 8:43 AM Flag

    Homeseek------I really like the way you are spinning this........the preferred has not paid a dividend in over 5 years. You are posting like this is a recent event. Dividends were stopped as part of the debt covenants made in 2009-2010 that saved this company from bankruptcy. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Aug 17, 2015 9:01 AM Flag

    Picked up 30,000 PBY last week at $11.36 to $11.45. Tried to buy another 20,000 but missed. Will buy below $11.50. After trading this stock for 20+ years, I believe the buyout is finally coming. I believe it's still a little risky as it could easily fall $2-3 if no buyout but if the buyout happens I expect $14-16. Strategic alternatives were announced 6-30-15 and it's been over 6 weeks now. Expect something very soon. My main reason for changing opinion is I have always said real estate was worth $10+/- per share. Real estate has skyrocketed last 2-3 years. I believe real estate alone could be worth $12 now. GLTA DaninFW

    Sentiment: Strong Buy

  • Reply to

    Sold

    by brianisme30 Aug 14, 2015 12:03 PM
    daninfw04 daninfw04 Aug 14, 2015 5:33 PM Flag

    There was a possible bonus only if buyout was below exercise price. DaninFW

  • Reply to

    Popping

    by daninfw04 Aug 14, 2015 9:48 AM
    daninfw04 daninfw04 Aug 14, 2015 10:44 AM Flag

    The Street picked EVC as a momentum stock at 10:02 ET which is when it started popping......DaninFW

  • Reply to

    Popping

    by daninfw04 Aug 14, 2015 9:48 AM
    daninfw04 daninfw04 Aug 14, 2015 9:57 AM Flag

    I would add, EVC may be getting pushed up by West Face before they file as they may be buying just to get another big pop when they file. I don't think WF will file till Monday. Interesting. I was just going to post before the pop it might be worth a quick trade if EVC dipped 15-20 cents today and sell on Monday. GLTA DaninFW

  • daninfw04 by daninfw04 Aug 14, 2015 9:48 AM Flag

    EVC really moving this morning. I suspect a new big holding filed today or West face bought a bunch. Schedule 13's have to be filed by Monday. Congrats to the longs. DaninFW

  • daninfw04 daninfw04 Aug 13, 2015 12:03 PM Flag

    Yea, we now have an bash and buyer using 3-4 aliases and he posts on all the same boards. Hit the id on the last 2-3 and you will see what I mean. It's actually the best contrarian indicator we can get. HOV is a strong buy. DaninFW

  • Reply to

    A Few Thoughts

    by daninfw04 Aug 12, 2015 8:17 AM
    daninfw04 daninfw04 Aug 12, 2015 8:55 AM Flag

    I am still out but plan to trade up to the auction. I see a constant Texas Two Step where EVC moves up 2 steps and down one where you buy and sell at the next pop. Market overall may well help after yesterday and looks like today. Hoping to get in at $7.25 to $7.35 again for the next ride. DaninFW

  • daninfw04 by daninfw04 Aug 12, 2015 8:17 AM Flag

    Going back to my $7.25-$7.35 entry point as I think it will fall further. Did some research today and saw where Just some food for thought but 2 analysts have $8 PT's on EVC and two have $9 PT's. Zack's also has a $9.25 PT. I got all upset again with this terrible management team. The analyst pointed out that the digital and media segment had $200,000 BCF in Q2 and stated that he expected more acquisitions. Do the math please. First off, to try and hide their blunder for overpayment of Pulpo Media, they rolled all their previous existing segments into it. They paid $18 million+/- alone just for Pulpo. This is the best quarter yet for digital and mobile. This means annualized we are looking at $800K a year for something they paid well over $18 million for. That's over 22X BCF not counting what they paid for pre-existing assets they always bragged about. It scares the hell out of me what these guys would buy if they don't redistribute the spectrum proceeds to shareholders. They will have about $60 million in cash at end of Q3. Kind of scary the way they waste assets. Some of you may remember but truth.monger when he posted on here stated they overpaid by hundreds of millions of dollars for their radio assets. And don't forget that radio revenues are doing outstanding right now......but contracts for 2 of the three top DJ's come up for renewal this year. Radio is marginally profitable now but won't be for long when the new contracts hit......and Heaven help them if one or two walk to another competitor who pays more. You don't think two of the top radio shows don't want more money? It's all about the spectrum for EVC. Everything else is crashing. Looks like today may be another real downer for total market. DaninFW

  • Reply to

    Tweet from Last Night

    by daninfw04 Aug 11, 2015 8:12 AM
    daninfw04 daninfw04 Aug 11, 2015 10:07 AM Flag

    It's under "Market Pulse" when you pull up a quote for HOV on Yahoo. Left side of the page under "News and Info". Good luck McBDan. I also placed an order for 30,000 PBY at $11.55 just now. See if I hit. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Lawsuits?

    by daninfw04 Aug 11, 2015 9:06 AM
    daninfw04 daninfw04 Aug 11, 2015 9:09 AM Flag

    The rest didn't paste:
    "Separately, economist Peter Cramton, in a study funded by the Expanding Opportunities for Broadcasters Coalition, predicted that the spectrum sale to wireless carriers would bring in $84.9 billion and that the commission would pay $35 million to stations that relinquish their airwaves. Some analysts observed that those levels may not meet the objectives originally envisioned.

    And then there are the expected legal challenges. Although the U.S. Circuit Court of Appeals in Washington, in a unanimous ruling in June, threw out a plea by the National Association of Broadcasters and Sinclair Broadcast Group to halt the auctions, several other groups are primed to launch lawsuits when the FCC’s auction rules are posted. In particular, low-power TV licensees are expected to lead the charge since their channels will not reap financial rewards and will be likely be displaced quickly during the repacking process."
    DaninFW

  • daninfw04 by daninfw04 Aug 11, 2015 9:06 AM Flag

    I have said for some time I expect more legal challenges. This out this morning:
    "



    By Gary Arlen

    .





    1

    ..

    WASHINGTON—From Congress to courts to Wall Street to rural and low-power TV operators, vehement rhetoric has been flying in the past month about the plan to sell 126 MHz of broadcast spectrum.
    “LPTV stations are being burned at the stake,” said Peter Tannenwald, a member of the Fletcher, Heald and Hildreth law firm and counsel to several LPTV and Class A stations.

    The FCC “didn’t think about selling out the spectrum for TV translators,” added Paula Maes, president and CEO of the New Mexico Association of Broadcasters, who points out that the spectrum repacking “would leave huge pockets of the population without television, without emergency communications.”

    Jim McDonald, a consulting engineer and president of the National Translator Association said stations will begin to suffer when it comes time to repack.

    “Because they have both input and output channels, [the translators] could lose both channels,” he said. Like Maes, McDonald points out that since most of the country’s 10,000 translators and booster stations are in Western states—700 in Utah alone, 600 in California, 350 in Colorado—the commission has not paid sufficient attention to the impact on viewing in rural areas where cable is often not available or affordable.

    Meanwhile, FCC Chairman Tom Wheeler’s commitment to start the auctions in early 2016 is also raising questions. In a downbeat financial assessment, AB Bernstein senior analyst Todd Juenger speculated, “There appears to be little reason why AT&T and Verizon would not try to delay the auction,” to preserve cash and slow down competitors’ expansion.

    Separately, economist Peter Cramton, in a study funded by the Expanding Opportunities for Broadcasters Coalition, predicted that the spectrum sale to wireless carriers would bring in $84.9 billion and that the commission would pay $35 million to stations that relinquish t

  • daninfw04 by daninfw04 Aug 11, 2015 8:12 AM Flag

    "Is Buffett early calling a bottom on PCP? Possibly. We have been early calling a bottom on Cliffs Natural Resources (CLF), Transocean (RIG), Lumber Liquidators (LL) and Hovnanian (HOV) but at some point you need to pull the trigger if you want to pick up a cheap stock and, as Buffett well knows, it's a long race.

    HOV is an interesting on with $285M in cash that well covers the $60M they burned through last Q for a good year to come and, income-wise, they only lose $19M, so 10 quarters at that rate yet the company is priced for imminent bankruptcy even though they projected loss for the year is 0.11 and next year they are projected to make a profit of 0.26 per what is now a $1.50 share (p/e 5.76).

    Just $220M buys you the whole company at this point. Berkshire will probably pay more than that in incidental fees incurred in closing the PCP deal! I'm not saying Buffett should by Hovnanian, but I wouldn't mind taking a run at them at this price. Bargains aren't hard to find if you know where to look – you just have to be brave enough to go against the crowd and put your foot down at a certain value."
    I think people are finally figuring it out. DaninFW

    Sentiment: Strong Buy