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U.S. Concrete, Inc. Message Board

daninfw04 241 posts  |  Last Activity: Feb 6, 2016 3:29 AM Member since: Mar 23, 2004
  • Reply to

    Been Adding

    by daninfw04 Jan 28, 2016 5:41 PM
    daninfw04 daninfw04 Feb 6, 2016 3:29 AM Flag

    Added a ton yesterday at $6.76-$6.80 and now holding just under 101,000 again. Will watch and add again up to 150,000 if we hit low 6's. Sector dropping at double the market lately. Numbers I am hearing from those in the sector look very strong. May have to hold till September/October but should be 50-100% gain. Daninfw

    Sentiment: Strong Buy

  • Reply to

    Been Adding

    by daninfw04 Jan 28, 2016 5:41 PM
    daninfw04 daninfw04 Feb 2, 2016 4:17 PM Flag

    Had order in for 30,000 at $7.13 today and only got 2,592..........adding where I can. DaninFW

  • Reply to

    Response

    by daninfw04 Jan 30, 2016 9:38 AM
    daninfw04 daninfw04 Feb 1, 2016 10:03 AM Flag

    I can actually respect these opinions. DaninFW

  • daninfw04 by daninfw04 Jan 30, 2016 9:38 AM Flag

    I hate the new Yahoo message boards. Hard to find anything. I just wanted to respond to some of Homeseeks' latest. First, he says it's a $1.50 stock. At present, he is correct but that will change. If it was selling for $4.50 yesterday it would be a $4.50 stock. Second, he stated his company does work for HOV and thinks they're idiots because they wouldn't let him do some work he thought was necessary. Here we finally see the truth emerging more ways than one. If he thinks they are going bankrupt why is he taking the risk of not getting paid? HOV isn't paying up front for work or services. So, it is apparent he is not really afraid of losing money because he knows they are not going to file bankruptcy any time soon. He may come around and say it's his company that he works for extending the credit and in that case I guess he's smarter also than the company he works for. Then, he is now the expert and thinks just because they have done things in the past with his company they are still necessary. Apparently, management might just be smarter than him and decided that expense isn't necessary. We don't know the service he provided but common sense dictates here. It is apparent that Homeseek is motivated by something greater than honesty here. As I keep saying......what is his true agenda? DaninFW

    Sentiment: Strong Buy

  • Reply to

    Negatives

    by daninfw04 Jan 28, 2016 11:18 AM
    daninfw04 daninfw04 Jan 29, 2016 3:35 PM Flag

    It just came out over an hour ago under news in Yahoo. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Negatives

    by daninfw04 Jan 28, 2016 11:18 AM
    daninfw04 daninfw04 Jan 29, 2016 3:15 PM Flag

    Dan----looks like the idiot is back by reading your messages. Yea, I lost about $200K on SD in 2015 but made $1.7 million on the other picks. Cleared $1.5 million before taxes. I can't complain. As I posted, SD was very high risk very high reward. Not even apples to apples with HOV but the idiot knows that also. Great article today on HOV being a Babe Ruth stock......DaninFW

    Sentiment: Strong Buy

  • Reply to

    Just for Homeseek

    by daninfw04 Jan 29, 2016 8:59 AM
    daninfw04 daninfw04 Jan 29, 2016 10:18 AM Flag

    Community by me has sold all but two houses in less than 9 months. Daninfw

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 29, 2016 8:59 AM Flag

    I started a new thread because I didn't want Homeseek to miss this. He constantly spouts history but doesn't understand that history has little to do with current environment for housing and especially HOV:
    Here we go again. More history lessons. Old news always form Homeseek. Let me keep this simple. HOV has increased liabilities....but assets even increased faster than liabilities. A simple fact. Why? To spend money to develop almost 50 new communities more than they had last year. Housing sales are up 11% in 2015 and IMVHO higher in 2016. If not higher and flat same math applies. If you sold real estate and had 50 listings and another agent had 100 listings which would sell more? HOV is the second agent not you. Their numbers are going to so rapidly outpace the rest of the sector it will be noticed.....even by you. Watch and learn. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Homeownership remains at near multi decade lows

    by homeseek Jan 28, 2016 3:02 PM
    daninfw04 daninfw04 Jan 29, 2016 8:56 AM Flag

    Starting New Thread

  • daninfw04 by daninfw04 Jan 28, 2016 5:41 PM Flag

    Added another 30,000 EVC today at $7.15 to $7.18 now holding 50,000. I still think we may test the $6.90 range but don't want to get left behind if we suddenly pop. Regardless of market direction, EVC is going to have $4-10 a share in spectrum cash in about 8-9 months. I may yet trade but can't get hurt holding either. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Homeownership remains at near multi decade lows

    by homeseek Jan 28, 2016 3:02 PM
    daninfw04 daninfw04 Jan 28, 2016 5:37 PM Flag

    Boy, you're really having to dig to find anything bad to say nowadays. You need to re-read what you wrote. So much garbage and untruths. We just had a rate increase in December and it was the best month in 10 months and the best year in almost a decade. You are only repeating what the idiot analysts have been saying which has and shall be proven wrong. If you really believe your non wage growth #$%$ then how are people buying 11 % more homes in December that are about 6% more than last year at a higher rate of interest. I guess buying with fairy dust. I can't wait to see HOV pop really big and then you will be long gone and no where to be found. Keep smoking whatever you're smoking because it has to be some good stuff. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 28, 2016 11:18 AM Flag

    It took a while to type this because every time I started I couldn't stop laughing. Homeseek posted I would not admit to any negatives for HOV. Why in the blazes do you think HOV is so cheap and selling for 1/3 or 1/2 what it will be in a few months to 12 months down the road? Duh. Yea, you got it.....all the negatives. Let's name a few since Homeseek can't find any positives and in case any of these aren't on his list:
    1) Overall market is tanking
    2) Overall sector is crashing
    3) Analysts hate this sector
    4) Labor shortages, materials to build houses going up
    I could name a dozen more or so but those are enough I think. I think I have addressed all of these in different posts but apparently Homeseek can't read either. Labor shortages will be resolved, margins will jump due to supply and demand and pricing increases. Lot values will continue to increase making HOV inventory more valuable. Analysts will come around. You can wait till they give you the green light and HOV doubles or triples or you can buy cheap due to the idiot analysts. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Existing Home Sales

    by daninfw04 Jan 28, 2016 10:08 AM
    daninfw04 daninfw04 Jan 28, 2016 10:32 AM Flag

    It will explode. Several builders spooked analysts with labor concerns which is a CURRENT real concern but 45,000 construction jobs were added last month alone. Supply and demand issues will push up home prices and more than absorb labor increases within a few months. However, people go where the jobs are. Shortages will be over within a few months as new recruits are brought in and trained. An endless cycle. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 28, 2016 10:08 AM Flag

    Existing home sales for December just flashed. They were up just one tenth of a %. Reason is because of several factors namely lowest inventory in over 10 years and inventory actually fell 3% from November to December. Buyers are having to buy new homes.............and that supply is tight as well. Reckon when the analysts will finally figure this out? After HOV reports Q1 results look for a lot of upgrades and upward revisions.......amazing how you can find gems like HOV when everyone is looking elsewhere and it's right before their eyes. DaninFW

    Sentiment: Strong Buy

  • Reply to

    New Home Sales

    by daninfw04 Jan 27, 2016 10:14 AM
    daninfw04 daninfw04 Jan 27, 2016 11:22 AM Flag

    Actually, on the last presentation, HOV said they made the same margins on all houses. Honestly, that doesn't make sense to me but that's what they said. It is possible. In a given area, they could build less extras like parks, pools, club houses, etc. There is an addition near me almost 100% sold out in less than a year that is 100% houses, no clubhouses, pools, etc. HOV is also not known as a real high end builder. If you think about it and buyers are starting to downsize to less house, then HOV might actually be a better option for many buyers. Many now think one more rate increase in 2016 is all that might happen. I don't buy the recession talk because IMVHO we have been in a recession all along. Cheap oil will actually revitalize the economy. We don't need foreign countries to prop up our economy. The average family now has $2,000-$5,000 a year more disposable income due to cheap oil, gas, utilities, etc. Corporate earnings will also pop with cheap fuel. We are far from the good old days. Housing is no way close to where it was a decade or so ago. More families are being created that need a place to live. Housing will boom in coming years if economy just stays where it is. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 27, 2016 10:14 AM Flag

    Do I need to say anything? Homeseek will tell you all the builders moved their sales from January to December just to suck in investors. Here's the actual report:
    "Sales of new homes rebounded handily in December, a signal of continued strength in the housing market.

    Sales ran at an annual pace of 544,000, the highest since February, the Commerce Department said Wednesday. Economists surveyed by MarketWatch had forecast a 506,000 pace.

    November’s previously-reported 490,000 pace was revised up to 491,000.



    Some 501,000 new homes were sold during 2015, Commerce said, a 14.5% increase over 2014’s tally."
    DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 26, 2016 7:21 PM Flag

    Blackrock just filed today that they went from 1,648,090 shares to 3,427, 352 shares in Q4. They added almost 1.8 million shares. I still expect EVC to hit around $6.90+/- on any weakness. Holding 20,000 and plan to build up to 100,000+ shares. GLTA DaninFW

  • daninfw04 by daninfw04 Jan 26, 2016 4:34 PM Flag

    Blackrock, the largest HOV holder, just reported they added over 4.8 million more shares in Q4. Keep listening to Homeseek instead of the smart money. Daninfw

    Sentiment: Strong Buy

  • Reply to

    Sunday Thoughts

    by daninfw04 Jan 24, 2016 12:29 PM
    daninfw04 daninfw04 Jan 24, 2016 8:48 PM Flag

    I was trying to be nice. Quite evident you are one of whom I was speaking. I made that amount and much the same in previous years because I know how to read a balance sheet, reports, etc. to find undervalued assets. Which is why I have done so well. You actually answered my question quite well and proved it was wrong. Using old report without applying cost savings benefits from last two major endeavors since Q3 has dramatically changed your old information. When price of oil gets above $50+|- SDOC will be marginally profitable. At $60 and $1 billion in debt removed this is a 10-20 bagger. You shouldn't be wasting your time on a 7 cent stock if you think it's going to zero....... Daninfw Thanks for playing.

  • Reply to

    Sunday Thoughts

    by daninfw04 Jan 24, 2016 12:29 PM
    daninfw04 daninfw04 Jan 24, 2016 4:22 PM Flag

    Client9-------I have often disagreed with you but you have been right on most of the time on SD. Many just spout garbage and have been right by virtue of the fact that oil went far lower than many thought. At this point no question that SD has a great chance of bankruptcy but IMVHO there is a 20-30% chance they can pull it off with the large cash hoard they have........if and only if they can reduce debt $1 billion+ at least. That alone would save them $75-80 million a year in interest along with what they accomplished Friday. By your calculations what price would oil and NG have to be in that scenario for SD to be profitable? Understand, I am risking 1% of my assets to become 5-10% of my assets. I can well afford the loss. I made over $1.5 million in the market last year even writing off over $200K on SD. I am old school and often went long on O&G when the market went the other way. I always hedged. If I made 20-30% on other investments I didn't worry about losing in O&G 5%+/- if that made any sense. Always worked for me. Made a fortune last year in broadcast stocks, USCR warrants and PBY's when they got bought out. Thoughts please. DaninFW

USCR
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