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U.S. Concrete, Inc. Message Board

daninfw04 219 posts  |  Last Activity: 6 hours ago Member since: Mar 23, 2004
  • Reply to

    Almost Textbook Capitulation

    by daninfw04 May 12, 2011 4:11 PM
    daninfw04 daninfw04 Jul 28, 2015 9:02 AM Flag

    Just saw where you are posting again after calling for bankruptcy in December 2010 and again in October 2011. I proved you wrong again then. We had a bet that you would admit I was right in 12 months if HOV didn't file bankruptcy. You disappeared and haven't posted in 3 years. Glad to have you back. I am now 100% positive I made the right decision again. For those new readers just hit his name and pull up the #$%$ he spouted before. You'll get a good laugh. He has got to be a paid basher. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Something Big Is Up

    by daninfw04 Jul 27, 2015 7:10 PM
    daninfw04 daninfw04 Jul 27, 2015 9:16 PM Flag

    I always heard early news was good news and late news was bad news. Univision has to file because of bonds and with IPO coming in a few months I don't see bad news or they would probably have to scrap IPO. They wrote off everything including kitchen sink last quarter. I think a joint deal of some kind since it looks like coordinated release. Daninfw

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jul 27, 2015 7:10 PM Flag

    I just uncovered something I think very unusual and I suspect a big announcement now on 8-06-15......and possibly sooner since I may be starting a rumor that turns out to be fact. Univison has always reported their quarterly results a week or so before EVC. Usually around the 27th. So today I looked. They are now reporting after the close on 8-06-15 now......the same time as EVC. I have more. But first, I would add I always have looked at their results to get an idea of what to expect from EVC since EVC is 24% of their audience. Today, I also noticed that the Univision conference call is at 5:00 P.M. which is exactly the same time as EVC. I have always thought EVC was nuts for doing a conference call at 5:00 P.M. when everyone has gone home. Now, we have Univision doing it and they plan to do an IPO. They would not do something this stupid unless there was a reason IMVHO. There is something to be announced that effects both companies. I would bet on it. This is not coincidence IMVHO. Glad I have already bought 30,000 shares. I will be looking to add on any weakness next few days. I may be dead wrong but this is really strange. Any thoughts? DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jul 27, 2015 2:03 PM Flag

    I was really hoping for $7 this morning to add to my 30,000 share position. Sector got hammered early because of noise today about FCC and Congress getting involved in retrans. Lots of good reading out there today. Also, on the positive side, the third largest holder of EVC just filed yesterday that they added over 500,000 more shares in Q2......DaninFW

  • Reply to

    Just A Thought

    by daninfw04 Jul 26, 2015 9:31 AM
    daninfw04 daninfw04 Jul 27, 2015 1:58 PM Flag

    As I said, I thought we were close to bottom before. Still holding 200,000 HOV but will buy more when and if we crash further. I am in many other stocks as well. I just didn't want to miss a big pop from a buyout or big news such as buyback. Stock is way oversold IMVHO and being manipulated. I am really concerned that overall market weakness may be a bigger factor in near future. GLTA DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jul 26, 2015 9:31 AM Flag

    There may be more short term pain but when this thing turns around, I expect a big pop. Patience will be rewarded. Stocks trade on short term perception. Very few if any stocks trade at their real value at any point in time. Telling me HOV isn't trading at $4-6 because it's not worth it is like reminding me of the tech bubble when companies never making a penny in profit or not even having any revenues were selling for billions of dollars in market value. The street is wrong more often than it is right. I know of several stocks that often trade in a 5% range each day. That's like saying a stock's real value changes 5% a day? Or even better, HOV traded in a 10% range on Friday. How did assets change every few seconds? That was about the dumbest statement I ever heard. HOV is being manipulated. When they make their money they will move on to the next target. The current price is a gift. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Pivotal Point

    by daninfw04 Jul 25, 2015 9:28 AM
    daninfw04 daninfw04 Jul 25, 2015 5:32 PM Flag

    They said this when I bought CHK in the 1980's at 5/8 or .625 cents a share........right before it went to over $80 a share. Just a hundred bagger+. Then there was RAD I recommended at a dollar and actually bought a bunch at 98 cents. Now just under $9. I also recommended USCR at just over $2 in 2012 now $43-45. I just recommended the USCXW's at $3 about 6 months ago now $18. And, of course, HOV in 2009 at just over a dollar and got out a year or two later and now back in again. Dozens more reasons to buy now than there was in 2009. Many of my recs have been bought out. My postings are still there. Many have lost interest in HOV because of bad management decisions. They can crank out the cash anytime they want to shut off new communities growth. Lots on their balance sheet are being shown at a fraction of today's worth. They could raise hundreds of millions in the blink of an eye. This stock is worth $4-6 a share to someone smart enough to seize the value. Management may well be keeping the true worth hidden so they can take it private as well. But, if they put it in play with a lowball offer someone else will offer a lot more.

    Sentiment: Strong Buy

  • Reply to

    Pivotal Point

    by daninfw04 Jul 25, 2015 9:28 AM
    daninfw04 daninfw04 Jul 25, 2015 5:08 PM Flag

    I heard all this garbage back in 2009 when it hit 85 cents a share and just 18 months later it was $4.40 for a 500% pop. Assets on balance sheet are being shown at a fraction of what they are worth. Read my other posts. The street expects a discounted 26 cents EPS in 2016 and I expect 35-40 cents EPS. Stock is being manipulated. Think what you want. I will be much richer soon while you are still bashing the stock. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jul 25, 2015 9:28 AM Flag

    I have bought 200,000 HOV at an average of $2.365. Sure I didn't think it would fall this low. It's a gift. It also could go lower. I am in for the long term. If it goes down more I will buy even more. I have said before that many saw bankruptcy 5-7 years ago, I proved them wrong. I paid $2.365 for shares easily worth $4-6 to a buyer. HOV management will get this turned around or someone will buy them out. The other buyers are at or near 52 week highs. Sector is on fire. July was effected by the rains which was the most in over 50 years in Texas. I have three new HOV developments in my area with two very close. They can't build them fast enough. I suspect that if HOV drifts much lower we will see a large share buyback. They are nuts to buy more lots when they can buy their stock at $2 a share. It's a far better investment and might keep a competitor from stealing their company. The stock will go up 100% or 200% next 6-18 months. Again, we could drift lower because shorts are hammering.......but they also know this company will be profitable soon. A perfect storm is brewing. If company announces buyback, better than expected results and shorts rush to cover......HOV will pop very fast. $3 may be a 50% move but it could cover half that distance in a single day. I have seen it more times than I can remember while investing for over 40 years. Watch and learn. I could care less what it does Monday or next week. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Falling Knife

    by daninfw04 Jul 23, 2015 4:18 PM
    daninfw04 daninfw04 Jul 24, 2015 8:56 AM Flag

    I think the issue as with SBGI and MEG was the expect for synergies was actually much higher. Whisper numbers were higher than expect numbers. DaninFW

  • daninfw04 by daninfw04 Jul 23, 2015 4:18 PM Flag

    I tried to catch the falling knife today and picked up 30,000 EVC between $7.60 and $7.77. Sector is really looking weak. Televisa missed by 10 cents on 7-07-15 and NBC unit of Comcast not good today either. TGNA was also weak. It's all about spectrum now. Would not be surprised to see EVC in low 7's. Look for EVC to miss earnings by at least 1-2 cents. It's all about spectrum now. DaninFW

  • Reply to

    Trading

    by daninfw04 Jul 23, 2015 10:59 AM
    daninfw04 daninfw04 Jul 23, 2015 11:22 AM Flag

    I bought 200,000 HOV at average of $2.365 in past week or so. I think it will double or triple in 12-18 months. I am not in HK yet. I think it could hit 50 cents. I think it could go $2 in a buyout when oil turns around. Could be a long wait. My USCR warrants have made me over a million to date. May diversify some of it soon.

  • daninfw04 by daninfw04 Jul 23, 2015 10:59 AM Flag

    Just bought 10,000 EVC at $7.75 to $7.77 for a quick trade. This is now 9 trading days in a row where EVC has not hit a higher high than the previous day. Looks weak going into earnings IMVHO. Just want to make a dime or two. GLTA DaninFW

  • Reply to

    First Time Ever

    by daninfw04 Jul 23, 2015 8:55 AM
    daninfw04 daninfw04 Jul 23, 2015 8:57 AM Flag

    I am not saying anything new. This is why EVC is worth $10-14 after the auction when it could be $18-20+......DaninFW

  • daninfw04 by daninfw04 Jul 23, 2015 8:55 AM Flag

    Telemundo is taking eyeballs away from EVC and Univision. As I keep saying, they need to sell all their spectrum but Univision controls the final decision. EVC will miss out on one billion+ because of this:
    "Already enjoying its best season ever, the NBCUniversal-owned Telemundo achieved a ratings milestone on Tuesday night when its regular lineup beat Univision head-to-head in adults 18-49 for the first time. According to “live plus same-day” Nielsen estimates, Telemundo averaged 969,000 adults 18-49 (0.76 rating) to edge out Univision’s 943,000 (0.74).

    Telemundo had topped Univision with sports and special programming on four prior occasions, but this is the first time it did so with both networks airing regular entertainment lineups.

    A key driver for Telemundo over the past year-plus has been its performance with original telenovelas in the 10 o’clock hour. Last night, “El Senor de los Cielos 3″ (Lord of the Skies) not only beat Univision’s “Yo No Creo En Hombres” (I Don’t Trust Men Anymore) in 18-49 (1.4 rating vs. 0.7 rating) but also stood as No. 1 on all of television for the 10 p.m. hour. (The top English-language broadcast program was NBC’s “Hollywood Game Night,” with a 1.3 rating.)

    For the 2014-15 television through Sunday, Univision was averaging 1.34 million adults 18-49 (down 8% from the previous season) to 720,000 for Telemundo (up 3%), according to “most current” Nielsen estimates. And the second quarter of this year marked the third straight quarter that the gap between the networks had closed in 18-49."
    DaninFW

  • daninfw04 by daninfw04 Jul 21, 2015 5:29 PM Flag

    Here's some good news out today for sector and especially EVC: "A bipartisan group of House members has introduced a companion bill to Senate legislation limiting the FCC's March 2014 politically split (3-2) decision making most TV station joint sales agreements (JSAs) attributable as ownership interests. (http://www.broadcastingcable.com/news/washington/senate-commerce-approve...).

    Like its Senate counterpart, which passed the Senate Commerce Committee last month, the House Bill would grandfather any JSA that violated the new rule but that was struck before the decision.

    But the FCC decision would still be in force for any JSA's involving the sale of more than 15% of another stations' airtime and struck after that date. Those stations will be considered co-owned in the eyes of the FCC, and disallowed if that would exceed local ownership caps, unless the FCC waives the rules as it says it could in special circumstances.

    The House version was introduced by, among others, Reps. Greg Walden (R-Ore.), chairman of the Communications Subcommittee and himself a former broadcaster, John Shimkus (R-Ill). Democrats on the bill included Dutch Ruppersberger of Maryland and Paul Tonko of New York.

    ”Joint Sales Agreements offer local broadcasters an unmatched ability to contain operational costs as they work to serve their communities. With advertising dollars shrinking year-after-year, our goal is to permit local broadcasters to adapt to a changing and competitive market, not shackle them to a particular business model," said Walden in a statement. "This commonsense legislation accomplishes that goal and will empower local broadcasters that want to remain on the air providing critical, and often life-saving, information to all Americans in an evolving communications economy.”
    DaninFW

  • daninfw04 daninfw04 Jul 21, 2015 9:13 AM Flag

    As I said sector will rock because of spectrum auction. It's afterwards that will be a concern. I did buy some SD last few days because of big drop and now looking to average down soon. Again, as I keep saying though, I like HK better than SD and still haven't bought HK. I don't know if you all have been watching my USCR warrants but it is now the first stock/warrant I have made $1 million+ on as of yesterday. I also bought 200,000 HOV last few days and it also hit a new 52 week low yesterday. Down a little but not worried. Have also played it for years. GLTA I do see the next two to three weeks as probably the lowest you will see EVC till after the auction. What that low is I don't know. We may be close but I think a lot of negatives hitting right now. It's all about the spectrum not the operating results. Univision is losing ground to Telemundo and now big time to Netflix. DaninFW

  • Reply to

    Q2 Results To Be Weak

    by daninfw04 Jul 20, 2015 5:33 PM
    daninfw04 daninfw04 Jul 21, 2015 9:03 AM Flag

    Glad to see you trying to keep at least one alias alive. DaninFW

  • daninfw04 by daninfw04 Jul 20, 2015 5:33 PM Flag

    This just out a few hours ago:
    "
    .Advertising spending on television was down 5% in the second quarter, according to new figures from a research company.

    The broadcast networks registered a 10% drop in ad revenue for the quarter, while cable networks were off 3%.

    In June, broadcast was down 16%, while cable was off 1%. The decline in June was partly caused by a comparison to last year’s World Cup, which generated an estimated $500 million in ad spending.
    The lower ad spending also reflects last year’s weak upfront. Buys made in the upfront were down 9% in the second quarter from last year. In June, upfront sales were down 19% and cable was off 1%.

    Spending in scatter didn’t make up for the upfront softness. Scatter was down 3% in June—4% on broadcast and 2% on cable.

    While dollars were down on television, digital was up 14%. Digital share of the ad market was up 4 points in June. Advertising on video sites, such as YouTube and Hulu, were up about 43%. Social media sites saw gains of 37%." DaninFW

  • daninfw04 by daninfw04 Jul 20, 2015 5:29 PM Flag

    The FCC has set March 29, 2016 as the planned start date for the broadcast incentive auction.

    That is according to the title of the incentive auction procedures item, currently on circulation to the other commissioners after the FCC delayed a planned July 16 vote on the item until early next month. An FCC source confirmed that is indeed the target date, which would definitely be pushing the long-advertised first-quarter 2016 start to the tail end of the time frame.
    DaninFW

USCR
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