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U.S. Concrete, Inc. Message Board

daninfw04 191 posts  |  Last Activity: 18 hours ago Member since: Mar 23, 2004
  • daninfw04 daninfw04 18 hours ago Flag

    Read my posts since 1995 and answer your own question since it just hit your radar. Daninfw

  • This came out yesterday I believe and shows where broadcast is till beating cable. You can find it for yourself but Univision which is not mentioned here was up 41.5% in ratings for August and about the same as July. As I stated months ago, the World Cup would move many viewers to EVC as well. As Value Investor said and lying.monger ignored, Univision is already at the station cap actually above it. If Univision is up 41.5% in their markets, you can bet that EVC carrying the same programming and #1 news in other markets is up about the same. The market is currently putting EVC in the same basket:

    "For the broadcast network, August ratings were down 5.1%. Fox was down 18% and CBS was down 10%, while ABC and NBC were each up 1%.
    Shockingly, according to Nathanson, the cable networks were down even more in the demo during primetime with a 9.8% drop. Networks owned by A+E were down 28%, AMC’s channels were down 18%. Discovery, NBCUniversal and Viacom all registered 16% drops. Time Warner’s networks were down 15% and Disney was off 6%. 21st Century Fox’s channels were up 24%, thanks in part to FXX’s Simpsons marathon, while Scripps Networks was flat.
    Overall people in the 18 to 49 demo watching TV in prime time was down 8.8%, the biggest drop since the year following the London Summer Olympics, Nathanson says."

    Sentiment: Strong Buy

  • Reply to

    Gabelli

    by daninfw04 Sep 12, 2014 12:51 PM
    daninfw04 daninfw04 Sep 17, 2014 9:25 AM Flag

    I honestly hope you and the other longs are right. I have never shorted a stock. But, I have heard rumors of PBY being bought out for over 20 years. There was once the Autozone rumor when they were expanding and buying chains, then the GM rumor where they were going to be bought to provide service and warranty work outside the dealerships, etc. etc. etc. Never happened then either. If anything, management may take private. However, this latest deal with closing 63 locations puts downward pressure on value of future sales-leasebacks as well......DaninFW

    Sentiment: Strong Sell

  • Reply to

    who's right

    by contra_guy Sep 16, 2014 1:41 PM
    daninfw04 daninfw04 Sep 16, 2014 10:25 PM Flag

    You two are a pair. If you took the time to actually research my posts you would know that I often disagree with others very cordially. Value Investor and I often disagree. It is well documented. I just don't suffer liars and scam artists like you. Contra-Guy has't done a single post where he contributes anything. He just talks down to others, insults them and treats them like they are idiots. Pull up any if his posts . You won't find anything to the contrary. I have a problem with you for pumping this while selling and probably buying now while bashing. The two of you are a piece of work.

    Sentiment: Strong Buy

  • Reply to

    who's right

    by contra_guy Sep 16, 2014 1:41 PM
    daninfw04 daninfw04 Sep 16, 2014 3:32 PM Flag

    I guess that means you own me too........since you're a bigger idiot than him. Daninfw

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 16, 2014 12:48 PM Flag

    I was recently asked why I have a strong sell on PBY stock. Here are some bullets:
    1) Analysts have already reduced EPS expect in current year from 44 to 30 cents last 7 days.
    2) Analysts have lowered expect for next year from 58 to 52 cents which I think is still too high.
    3) Management has announced they may close as many as 63 Super Centers in next few years. That translates to large impairments and write offs possibly every quarter for next 2-3 years. Constant bad news instead of doing it all at one time and being done.
    4) Are reducing inventory which translates to lower sales since they don't have as many parts to sell.
    5) All this bad news may soon cause if it hasn't already for large holders to start dumping a very thinly traded stock. Could cause a massive drop in short period of time.
    6) If Gabelli throws in the towel this stock will crash. Has already proven he can only support price so much by buying more shares.
    GLTA

    Sentiment: Strong Sell

  • Reply to

    Univision

    by daninfw04 Sep 15, 2014 5:00 PM
    daninfw04 daninfw04 Sep 16, 2014 12:21 PM Flag

    You do realize that ABC, CBS and NBC all uttered the same nonsense and virtually all have renewed long term contracts in past few weeks? I said it was political posturing. I was right and you were wrong again. You do understand the art of negotiation? That's where you say one thing to get what you really want? So, you are saying that all the other broadcasters said the same thing but did the opposite but Univision is the one exception? Do you watch Univision? I do. The quality has gone to #$%$ and their two top shows are being canceled. Telemundo is kicking their butt. They need EVC far more than EVC needs Univison. And the IPO issue.....it is a positive where they can show they are tied in with the #1 and #2 station in their markets. Why are you so dense on this? DaninFW

    Sentiment: Strong Buy

  • Reply to

    Classic Lying.Monger

    by daninfw04 Sep 16, 2014 9:54 AM
    daninfw04 daninfw04 Sep 16, 2014 12:15 PM Flag

    Boy, I love how you twist things. First, what I posted is the entire article minus charts. That's what he said not what you fabricated. Second, the average person under 30 in the U.S. still lives with their parents in 1 out of 4 cases....actually up to age 35 now. The average person marries between 26-28 now. They aren't even creating households by true definition till about age 30 . They don't need subscription tv because they are getting it from parents in 1 in 4 cases. Yea, I can't wait to watch 3D which is where everything is going, also HD, 4HD, etc on my wristwatch or smart phone. The smart money is finally figuring out why the numbers aren't nearly as indicative as they first thought. You say no boosting events in 2015? What drugs are you taking? Spectrum is 2015. You do realize 2021 is 7 years away? You are a funny guy. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Univision

    by daninfw04 Sep 15, 2014 5:00 PM
    daninfw04 daninfw04 Sep 16, 2014 10:05 AM Flag

    EVC management has said they have a great relationship with Univision and no hurry to renew.....got to 2021. Do you not understand the info Value Investor posted for you? It does not seem you understand or comprehend very well. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 16, 2014 9:54 AM Flag

    Our resident board idiot just posted a negative posting about an analyst report yesterday. He posted the title of the article but failed to mention the author was bullish on the broadcast sector. Here's the first few paragraphs. Again, proof how he distorts the truth:
    "Part of Swinburne's case is that TV audiences have declined, but because those audiences still remain relatively large more ad dollars have continued to target them. (It's a classic "supply vs. demand" issue: as the number of big, unfragmented audiences declines, they become more valuable.)

    At the same time, TV companies have relied more and more on subscription revenue rather than ad revenue to make their numbers.

    The result is that the TV business is financially healthy — even as fewer people pay more to watch it.

    Swinburne is bullish on media stocks overall. He doesn't see "cord-cutting" — the act of doing without TV altogether — as a significant force, yet. "We believe lower-than-average Pay TV penetration in the under-30 demo is largely based on income level," he writes."

    Sentiment: Strong Buy

  • Reply to

    Univision

    by daninfw04 Sep 15, 2014 5:00 PM
    daninfw04 daninfw04 Sep 15, 2014 5:45 PM Flag

    I would add that if Univision went cable only they would have to pay EVC a small fortune to cancel existing agreements. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 15, 2014 5:00 PM Flag

    We keep hearing this #$%$ from lying.monger that Univision is going to drop EVC. He does understand that EVC has a guaranteed lock on Univision programming till 2021???? That's 7 years.....also did everyone know that Univision currently pays EVC to manage 6 of their company owned stations in six different markets? Also, being paid from Univision till 2021. At the very least, EVC won't have to worry about programming for at least 7+ years. Unlike, ABC, CBS, NBC, CW affiliates, etc that are having to pay more re-trans, EVC won't see their reverse comp go up for at least 7 years.
    I never thought EVC would be at current price. It's a steal. But, the market does not understand the dynamics here. They are punishing EVC like the rest of the sector when it should stand out. Sooner or later the smart money will figure this out. Can we go lower than current price? Sure. But, it makes no sense.
    Last few days we have had a big seller(s). One block alone was 64,000 shares today at $4.30 and then we started holding. I sincerely wish all well. I am not worried long term for EVC but it sure is irritating to see it not popping. Again, entire sector should turn around soon..
    As for lying.monger I would love to know why he is still posting. If he really thought we were going to be $1, why hasn't he shorted EVC? There is an agenda there somewhere. DaninFW

    Sentiment: Strong Buy

  • Reply to

    STAVRA Bill

    by daninfw04 Sep 15, 2014 10:44 AM
    daninfw04 daninfw04 Sep 15, 2014 4:34 PM Flag

    I may be smoking but you are in a coma. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Gabelli

    by daninfw04 Sep 12, 2014 12:51 PM
    daninfw04 daninfw04 Sep 15, 2014 2:18 PM Flag

    You do realize that I've had strong sell on PBY since $10.50+ right? It's already down 5%+. I am expecting 15% drop from my first rating. DaninFW

    Sentiment: Strong Sell

  • Reply to

    Gabelli

    by daninfw04 Sep 12, 2014 12:51 PM
    daninfw04 daninfw04 Sep 15, 2014 2:13 PM Flag

    Over 20% triggers "minority interest". Not an accountant. Even if it doesn't matter, I don't see Gabelli buying much more. He is the market for PBY's. It's obvious he isn't buying now. Current management is driving value down not up. Would do good to get $12. That's the projection of Zack's. CFO just dumped over 1800 shares a day or so ago at $10.51. I expect 10% further drop...hence strong sell. When we get to $9.50 I might change to sell. A 10% drop warrants strong sell. If we get a massive market correction PBY's will be in the 8's. Bad news coming soon from closing stores. DaninFW

    Sentiment: Strong Sell

  • daninfw04 by daninfw04 Sep 15, 2014 1:45 PM Flag

    Market Edge just downgraded PBY's this morning from Neutral to Avoid. FYI

    Sentiment: Strong Sell

  • Reply to

    Gabelli

    by daninfw04 Sep 12, 2014 12:51 PM
    daninfw04 daninfw04 Sep 15, 2014 1:35 PM Flag

    Hatred? I have dozens of people I trained working as managers for PBY's. I feel sorry for them. I've been hearing since 1990 that the company was going to be sold. That's almost a Silver Anniversary coming up. You really show your ignorance. Yes, they could get to your 19.99% but Gabelli won't come close to that number. Your ignorance doesn't let you see that PBY
    's has announced a share buyback. Every time PBY's buys shares it increases the ownership % of Gabelli. Let's say he gets to just 19% and the company buys back 2% of their shares in a private transaction from a large holder....which they said they might possibly do. Gabelli is now over 20% without buying a share. He's screwed. Unlike you, I don't worry about day to day gyrations. I have been proven 100% correct again. We will see $9 before we see $11. However, as I have said, you would probably make money if you bought today......but I wouldn't yet. By the way, I have made over a half million on PBY's since trading. How about you? DaninFW

    Sentiment: Strong Sell

  • Reply to

    STAVRA Bill

    by daninfw04 Sep 15, 2014 10:44 AM
    daninfw04 daninfw04 Sep 15, 2014 12:57 PM Flag

    I never called these non-events. This is why sector is down. Political winds are changing. Broadcasters have been made the bad guys as to why there are blackouts and why cable bills are rising. Broadcasters have 40% of the viewers and only 7% of the revenues. They need to immediately go on the offensive. They need tv ads, print ads, etc. saying "Why are you letting your cable company charge you $10-15 a month for ESPN when you don't even watch? Call your cable company and tell them you are tired of paying high prices when the shows you watch cost only 10-15% as much as the shows you don't watch." Just one of hundreds of examples where they need to educate the public as to what is really going on. You also forget that 2015 has the spectrum auctions. 2015 is nothing like before. I hope you are smart enough to load up at these prices. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 15, 2014 10:44 AM Flag

    Late Friday evening a much friendlier STAVRA Bill was being circulated which had most of the re-trans legislation unfriendly to broadcasters removed. You can google STAVRA Bill. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 13, 2014 5:58 PM Flag

    This Wednesday is a very important date. The Senate Commerce Committee dropped Local Choice from bill but the current bill being voted on for final committee vote this Wednesday still includes many things detrimental to the broadcasters. If passed it allows FCC to have oversight during re-trans negotiations to determine if all parties are negotiating in good faith, etc. It gives FCC extreme oversight of broadcast. It includes many other things as well negative to the sector. If the committee presents final bill with these provisions it still has to pass the Senate but then we have more months of uncertainty. Wednesday or Thursday could be very good or very bad days for this sector. Just FYI and trying to present facts not fiction. DaninFW

    Sentiment: Strong Buy

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