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Cymer Inc. Message Board

dcxavier 87 posts  |  Last Activity: 10 hours ago Member since: Nov 22, 1999
  • dcxavier dcxavier 10 hours ago Flag

    --"Been strong all through the market down turn"

    NKTR is down 29% YTD, even worse than ^BTK.

  • Search for "Califf, FDA top officials call for sweeping review of agency opioids policies".

  • Reply to

    Movantik astra zeneca

    by jprazsky Feb 4, 2016 5:48 AM
    dcxavier dcxavier Feb 4, 2016 2:25 PM Flag

    tlc,

    "I also wouldn't be surprised if HR divested the BAY rights or even Adynovate(I would rather keep this until at a prime)."

    According to the most recent 10-Q, the $250M loan NKTR received last fall is a first lien on most of the company assets. I believe that will give the lender approval authority over potential partnership or sales agreement on a good portion of the company pipeline. That could involve restricting part or all of the proceeds. We'll see what happens. A secondary would seem to be the path of least resistance.

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 18, 2015 8:28 PM
    dcxavier dcxavier Feb 3, 2016 5:22 PM Flag

    Time for a quick post-contest update.

    VHC won its patent infringement case against Apple this afternoon. Apple was ordered to pay VHC $625M. Based on the AH stock price, VHC is more than a triple this year.

    ZINC declared bankruptcy earlier this week. That was a quick collapse.

    Good luck, all!

  • dcxavier by dcxavier Feb 3, 2016 1:47 PM Flag

    Remember that from May, 2014?

    RDI is due A$58.5M by the end of 2017. At the time of the sale, it translated to $53.2M US. Due to the appreciation of the USD, it's now $41.5M. It's almost 50 cents/share off the value of the company.

    Did I tell you that I hate deferred payments?

  • I have an HSBC mortgage. A couple of years ago, they sold servicing to PHH. Ever since then, I get the same mortgage bill sent twice each month. Once is plenty, guys. Today I get a letter saying that PHH sent disks containing personal information to an unauthorized third party firm. Information on the disks includes names, addresses, social security numbers, deposit account numbers, payment history and demographic data of mortgagees.

    Not sure why anyone would want to own stock in a company like this.

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcx_one Dec 18, 2015 8:32 PM
    dcxavier dcxavier Jan 30, 2016 1:16 PM Flag

    I donated $100 to the Wounded Warrior Project.

    Thank you again to all who participated. I hope to do this again next year.

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 18, 2015 8:28 PM
    dcxavier dcxavier Jan 29, 2016 7:12 PM Flag

    Congratulations to cben15606, winner of the 15th annual Cr-ppy Stock Picking Contest. VHC got the go-ahead to proceed to trial against Apple for patent infringement. The stock price got a big boost at that time and never looked back. Let me know which charity should get the donation.

    As a whole, we were awful. We finished down over 20% for the month, the worst contest performance ever. It didn't help that we were biotech heavy, ^BTK was down 24% in January. Only two of the fourteen stocks were higher. A special award for exceptional cr-ppiness goes to guru. His pick ZINC was the poorest one month performance of any stock ever in the contest.

    Thank you to all who participated. I hope your investments are doing better than our picks from h-ll.

    Entrant........................ Stock.. 12/31/15. Today. Change

    cben15606...................VHC.......2.57......3.98...+54.9%
    dcxavier.......................ICON......6.83......6.64......-2.8%
    davebugs......................AP.......10.26....10.42.....+1.6%
    ivbkgb.........................SRPT....38.58....11.88....-69.2%
    lonerunner_99............SDLP..... 3.65......3.23....-11.5%
    flyktning......................PICO....10.32......8.78....-14.9%
    bugsisdog..................STDY......3.26......2.45.....-24.9%
    cow_4_beans............GALT......1.64......1.41.....-14.0%
    guru_2_u_2................ZINC......2.05......0.26....-87.4%
    ofjames....................SGEN.....44.88....32.98....-26.5%
    len555x....................AEHR.......1.88......1.37....-27.1%
    corona_and_a_cigar.LXRX....13.31.....10.19...-23.4%
    kklausbeckerman.....CLVS.....35.00.....20.92...-40.2%
    myboyshadow..........CYTR......2.65.......1.84....-30.6%
    feeling_hijacked.......PPHM.....1.17.......0.98....-16.2%
    tlcjam1......................MSRT.....1.10.......0.90...-18.2%

    Total.................................................................-21.5%

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 18, 2015 8:28 PM
    dcxavier dcxavier Jan 28, 2016 6:48 PM Flag

    We were down today as our biotech-heavy picks foundered on an up market day. I didn't see any market moving news. Tomorrow is the final day of the contest, and VHC maintains its commanding lead. AP actually moved positive for the year. Although nominally down a small amount, if you add the dividend paid earlier this month a yearend investment in AP would be in the money. Let's her it for old school dividend paying American industrial companies!

    Good luck, all!

    Entrant........................ Stock.. 12/31/15. Today. Change

    cben15606...................VHC.......2.57......3.73...+45.1%
    dcxavier.......................ICON......6.83......6.31......-7.6%
    davebugs......................AP.......10.26....10.10......-1.6%
    ivbkgb.........................SRPT....38.58....11.30....-70.7%
    lonerunner_99............SDLP..... 3.65......3.05....-16.4%
    flyktning......................PICO....10.32......8.51....-17.5%
    bugsisdog..................STDY......3.26......2.51.....-23.0%
    cow_4_beans............GALT......1.64......1.48.......-9.8%
    guru_2_u_2................ZINC......2.05......0.23....-88.8%
    ofjames....................SGEN.....44.88....33.67....-25.0%
    len555x....................AEHR.......1.88......1.26....-33.0%
    corona_and_a_cigar.LXRX....13.31.......9.70...-27.1%
    kklausbeckerman.....CLVS.....35.00.....20.63...-41.1%
    myboyshadow..........CYTR......2.65.......1.82....-31.3%
    feeling_hijacked.......PPHM.....1.17.......1.01....-13.7%
    tlcjam1......................MSRT.....1.10.......0.80...-27.3%

    Total.................................................................-24.1%

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 18, 2015 8:28 PM
    dcxavier dcxavier Jan 27, 2016 7:35 PM Flag

    We were down today, but less than 0.5%. ICON adopted a poison pill to stop accumulation of its shares by Sports Direct. Don't you love it when management frames it as creating value for shareholders? VHC maintained its large lead.

    Good luck, all!

    Entrant........................ Stock.. 12/31/15. Today. Change

    cben15606...................VHC.......2.57......3.98...+54.9%
    dcxavier.......................ICON......6.83......6.25......-8.5%
    davebugs......................AP.......10.26......9.95......-3.0%
    ivbkgb.........................SRPT....38.58....11.93....-69.1%
    lonerunner_99............SDLP..... 3.65......3.06....-16.2%
    flyktning......................PICO....10.32......8.50....-17.6%
    bugsisdog..................STDY......3.26......2.57.....-21.2%
    cow_4_beans............GALT......1.64......1.47.....-10.4%
    guru_2_u_2................ZINC......2.05......0.25....-87.8%
    ofjames....................SGEN.....44.88....35.72....-20.4%
    len555x....................AEHR.......1.88......1.29....-31.4%
    corona_and_a_cigar.LXRX....13.31.....10.29...-22.7%
    kklausbeckerman.....CLVS.....35.00.....21.26...-39.3%
    myboyshadow..........CYTR......2.65.......1.82....-31.3%
    feeling_hijacked.......PPHM.....1.17.......1.01....-13.7%
    tlcjam1......................MSRT.....1.10.......0.80...-27.3%

    Total.................................................................-23.0%

  • Reply to

    Rights plan!!!

    by martinrwhite63 Jan 27, 2016 10:53 AM
    dcxavier dcxavier Jan 27, 2016 11:27 AM Flag

    Simply ask yourself, what would happen to the share price if Sports Direct didn't want to deal with this bull? There's your answer.

  • Reply to

    Rights plan!!!

    by martinrwhite63 Jan 27, 2016 10:53 AM
    dcxavier dcxavier Jan 27, 2016 11:21 AM Flag

    Rights Plan = Management Save Our Phony Baloney Jobs Plan

    There are good rights offerings, where the company needs to raise cash for a specific purpose and details the financials in a prospectus. And there are bad rights offerings, where management is afraid that outsiders see that shareholders could benefit from changes in the company.

    What exactly is wrong if an outside group (Sports Direct, ahem) bids up the price and proposes a takeover or asset sale? It's only bad if you are a company manager.

    This is not a positive by any means.

  • $101M in 4Q15 vs. $37M in 4Q14. Total sales $320M in 2015.

  • Reply to

    For Dave

    by dcx_one Jan 26, 2016 9:06 AM
    dcxavier dcxavier Jan 26, 2016 7:50 PM Flag

    I know what you mean Dave. I was a system engineer for over twenty years.

    The main product of the company I worked for was a large test system used in the defense business. Very complex hardware and software, customers could spend millions on a single installation. We bought out a smaller competitor. Their hardware was dicey, which made testing difficult. But their software/user interface was a thing of beauty, incredibly intuitive. Despite the inferior hardware, customers bought their systems because they could train people much faster and complete testing quicker. When we bought them, management discontinued their test product with a "we're winners, they're losers" attitude. Their software design adapted to our hardware would have produced a killer product, but talking my management was like to a wall.

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 18, 2015 8:28 PM
    dcxavier dcxavier Jan 26, 2016 6:52 PM Flag

    We had a market perform day. SDLP was the biggest gainer, up 18% on news of a twenty five cent quarterly distribution. This was apparently much more than the market was expecting.

    Good luck, all!

    Entrant........................ Stock.. 12/31/15. Today. Change

    cben15606...................VHC.......2.57......4.00...+55.6%
    dcxavier.......................ICON......6.83......6.56......-4.0%
    davebugs......................AP.......10.26......9.97......-2.8%
    ivbkgb.........................SRPT....38.58....12.16....-68.5%
    lonerunner_99............SDLP..... 3.65......2.83....-22.5%
    flyktning......................PICO....10.32......8.66....-16.1%
    bugsisdog..................STDY......3.26......2.55.....-21.8%
    cow_4_beans............GALT......1.64......1.46.....-11.0%
    guru_2_u_2................ZINC......2.05......0.28....-86.3%
    ofjames....................SGEN.....44.88....37.22....-17.1%
    len555x....................AEHR.......1.88......1.36....-27.7%
    corona_and_a_cigar.LXRX....13.31.....10.36...-22.2%
    kklausbeckerman.....CLVS.....35.00.....22.39...-36.0%
    myboyshadow..........CYTR......2.65.......1.84....-30.6%
    feeling_hijacked.......PPHM.....1.17.......1.06......-9.4%
    tlcjam1......................MSRT.....1.10.......0.70...-36.8%

    Total.................................................................-22.6%

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcx_one Dec 18, 2015 8:32 PM
    dcxavier dcxavier Jan 26, 2016 8:31 AM Flag

    Dave,

    Click on the Messages tab (next to the Topics tab), and you will get the most recent messages board posts. Yahoo (jerks) made clicking on the individual topic tab a useless feature. Who gives a hoot how the individual messages are nested? Yahoo is advertising that they are looking for programmers for the message boards. What they really need is a system engineer to design the site in a user friendly manner and pick the proper programming tools (rather than what is trendy). But we've been talking this since the message boards were "upgraded" years ago. It's symptomatic of why Yahoo has gone down the tubes the past several years.

    I was planning to mention about AP' dividend at the end of the week, when the contest completes. SDLP is also a dividend paying stock, although their distribution isn't until February.

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 18, 2015 8:28 PM
    dcxavier dcxavier Jan 25, 2016 6:17 PM Flag

    NKTR is down about 12.4% this year. You'd be trailing cow and hijacked (and davebugs) too. cben is the only one with a positive catalyst to date.

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 18, 2015 8:28 PM
    dcxavier dcxavier Jan 25, 2016 5:00 PM Flag

    We fell back into our usual pattern of underperforming the market. VHC was up and extended its lead. ZINC continued its apparent march to bankruptcy. I didn't see any market moving news.

    Good luck, all!

    Entrant........................ Stock.. 12/31/15. Today. Change

    cben15606...................VHC.......2.57......4.04...+57.2%
    dcxavier.......................ICON......6.83......5.84...-14.5%
    davebugs......................AP.......10.26......9.49......-7.5%
    ivbkgb.........................SRPT....38.58....12.08....-68.7%
    lonerunner_99............SDLP..... 3.65......2.39....-34.5%
    flyktning......................PICO....10.32......8.72....-15.5%
    bugsisdog..................STDY......3.26......2.54.....-22.1%
    cow_4_beans............GALT......1.64......1.46.....-11.0%
    guru_2_u_2................ZINC......2.05......0.24....-88.2%
    ofjames....................SGEN.....44.88....37.65....-16.1%
    len555x....................AEHR.......1.88......1.31....-30.3%
    corona_and_a_cigar.LXRX....13.31.....10.36...-22.2%
    kklausbeckerman.....CLVS.....35.00.....22.99...-34.3%
    myboyshadow..........CYTR......2.65.......1.85....-30.3%
    feeling_hijacked.......PPHM.....1.17.......1.03....-12.0%
    tlcjam1......................MSRT.....1.10.......0.76...-30.9%

    Total.................................................................-23.9%

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 18, 2015 8:28 PM
    dcxavier dcxavier Jan 22, 2016 4:50 PM Flag

    We're slowly coming back. The group was up over 3% on the day. I didn't see any market moving news. Only one week remains, and VHC maintains its substantial lead.

    Good luck, all!

    Entrant........................ Stock.. 12/31/15. Today. Change

    cben15606...................VHC.......2.57......4.00...+55.6%
    dcxavier.......................ICON......6.83......5.76...-15.7%
    davebugs......................AP.......10.26......9.50......-7.4%
    ivbkgb.........................SRPT....38.58....12.11....-68.6%
    lonerunner_99............SDLP..... 3.65......2.69....-26.3%
    flyktning......................PICO....10.32......9.19....-11.0%
    bugsisdog..................STDY......3.26......2.58.....-20.9%
    cow_4_beans............GALT......1.64......1.44.....-12.5%
    guru_2_u_2................ZINC......2.05......0.39....-81.0%
    ofjames....................SGEN.....44.88....37.61....-16.2%
    len555x....................AEHR.......1.88......1.31....-30.3%
    corona_and_a_cigar.LXRX....13.31.....10.52...-21.0%
    kklausbeckerman.....CLVS.....35.00.....22.55...-35.6%
    myboyshadow..........CYTR......2.65.......1.92....-27.6%
    feeling_hijacked.......PPHM.....1.17.......1.02....-12.8%
    tlcjam1......................MSRT.....1.10.......0.82...-25.5%

    Total.................................................................-22.1%

  • Reply to

    15th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 18, 2015 8:28 PM
    dcxavier dcxavier Jan 21, 2016 8:19 PM Flag

    We were slightly up on the day. British retailer Sports Direct said they increased their stake in ICON to 14.4%. VHC extended its lead.

    Good luck, all!

    Entrant........................ Stock.. 12/31/15. Today. Change

    cben15606...................VHC.......2.57......4.14...+61.1%
    dcxavier.......................ICON......6.83......5.38...-21.2%
    davebugs......................AP.......10.26......9.34.....-9.0%
    ivbkgb.........................SRPT....38.58....11.97....-69.0%
    lonerunner_99............SDLP..... 3.65......2.39....-34.5%
    flyktning......................PICO....10.32......8.99....-12.9%
    bugsisdog..................STDY......3.26......2.34.....-28.2%
    cow_4_beans............GALT......1.64......1.38.....-15.9%
    guru_2_u_2................ZINC......2.05......0.49....-76.1%
    ofjames....................SGEN.....44.88....36.08....-19.6%
    len555x....................AEHR.......1.88......1.18....-37.2%
    corona_and_a_cigar.LXRX....13.31.....10.06...-24.4%
    kklausbeckerman.....CLVS.....35.00.....21.71...-38.0%
    myboyshadow..........CYTR......2.65.......1.83....-31.1%
    feeling_hijacked.......PPHM.....1.17.......0.94....-19.7%
    tlcjam1......................MSRT.....1.10.......0.85...-22.8%

    Total.................................................................-24.5%