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DepoMed Inc. Message Board

drumss11 13 posts  |  Last Activity: May 20, 2015 12:16 PM Member since: May 15, 2001
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  • Reply to

    Word of more writedowns underpins htz anst signals Sell

    by shhc May 20, 2015 10:52 AM
    drumss11 drumss11 May 20, 2015 12:16 PM Flag

    The reason I bought and bought at this price is that they are having trouble as you point out and the pps is depressed. Traders tend to short stocks or buy puts when it's to late. In this case it's to late. I also like the 3.5 billion in free cash flow. They have 10++ billion in revenues each year and the facts I see so far in the financial adjustments are small compared to the cash flowing in. Textbook buy.

    Sentiment: Strong Buy

  • Reply to

    Word of more writedowns underpins htz anst signals Sell

    by shhc May 20, 2015 10:52 AM
    drumss11 drumss11 May 20, 2015 11:19 AM Flag

    Understand this is a 6 to 8 month play with a pps target around $28 to $30. Carl and the other big boys see the potential and will institute the changes to make this happen. They started the process by putting in place the new man they wanted to run the business. Jana also holds a large block and thinks HTZ could buy back 20% of their stock which would triple the pps from here. Remember these people are working on management to make these types of things happen. Mid year we will get the final financials and then the fireworks will begin. I added shares below $20 today. Textbook buy in here my friends.

    Sentiment: Strong Buy

  • drumss11 drumss11 May 15, 2015 12:21 PM Flag

    Agree - I bought in yesterday and look for $69 to $72 in the next few weeks. I couldn't believe the huge down draft on marginally lower rev's. . I live in the Northeast and we didn't go out in February unless we had to - certainly not to shop for clothes etc. Textbook buy in here as the weaker hands have exited.

    Sentiment: Strong Buy

  • Why would a director of QLYS buy 50 thousand shares in the $37's in the last week? Insiders sell a stock for a variety of reasons but buy for only one - they believe the stock is going up. A director of a company is right there on the inside seeing what's going on. Their new software apps just announced must be selling. I would buy more if I had some dry powder. See all longs at the bank in a few months.

    Sentiment: Strong Buy

  • Reply to

    QLYS is performing well

    by rlolsen_1999 May 12, 2015 12:31 PM
    drumss11 drumss11 May 12, 2015 12:56 PM Flag

    I'll say it again - the sell off was warranted but overdone. If you look at the stats. and analyst's earnings estimates they have changed very little. The $50 price target from Baird is most likely low going forward. The marginally lowered guidance by the company is IMO only a safeguard. I like their free cash flow and leveraged free cash flow - something many analysts also like. Textbook buy in here.

    Sentiment: Strong Buy

  • drumss11 by drumss11 Apr 30, 2015 9:52 AM Flag

    We did have an upgrade yesterday by Pivotal Research - hold to buy. Cramer thinks Google should buy Twtr.
    It will happen in this m&a environment. Textbook buy on the latest downdraft. See all longs at the bank in the second half.

    Sentiment: Strong Buy

  • drumss11 by drumss11 Apr 29, 2015 1:23 PM Flag

    My opinion and many others is that most likely Google will make an offer for TWTR down the road. I'm actually thinking IBM has some interest also. Textbook buy in here after the downdraft. Even Cramer says these events usually reverse themselves in the short and long runs.

    Sentiment: Strong Buy

  • drumss11 by drumss11 Apr 11, 2015 4:34 PM Flag

    Charles Payne of Fox loves Wynn with a $100 gain in pps from here by year end. Brean Capital has a $147 target for Wynn. I believe Brean is missing the action in China of late and their hot stock market. Gains in the stock market translates into gains at the casinos. Also the US market and economy will show its thunder in the second half as many top analysts predict. See all longs at the bank in January 2016 with huge deposits. Textbook.

    Sentiment: Strong Buy

  • Something seems different the last few days. I think someone big is adding or accumulating. We ride to $30 by the third quarter my friends. Huge operating cash flow is key. Textbook.

    Sentiment: Strong Buy

  • drumss11 drumss11 Mar 14, 2015 4:31 PM Flag

    One thing to remember my friend is that we are in a market correction. I see one analyst is recommending the June 24 call option as a way to play the upswing in HTZ in the May/June timeframe. They generate some 11 billion in revenue per year so I believe the 200 million they want to save in expenses going forward is nothing. This is really the time to buy HTZ as it corrects. Many will wait until it hits $30 to buy and that's how the rookies play the market miss the bigger move. Textbook buy and hold in here.

    Sentiment: Strong Buy

  • drumss11 by drumss11 Mar 9, 2015 4:42 PM Flag

    Double average volume today and we were only done .06 for the day. Someone has to be accumulating otherwise we would have been down big. Look for news pending on recent large additions - maybe Carl or others.

    Sentiment: Strong Buy

  • Reply to

    Down 6% since the open Tuesday

    by optopnplanet Mar 5, 2015 10:15 AM
    drumss11 drumss11 Mar 5, 2015 11:28 AM Flag

    Activists and institutions don't buy for short term gains. They look 6 months to 1 year+ out and possible doubles and triples in pps. Add in here if you can - HTZ has strong cash flow and will sort out their current problems.
    Textbook.

    Sentiment: Strong Buy

  • drumss11 by drumss11 Mar 4, 2015 12:46 PM Flag

    Why have the big boys added millions of shares lately to their portfolios? The financial news for the most part is out. Double/Triple in pps by year end. European and Asian business should add considerable to this years revs. and earnings. See longs at the bank at year end for a huge deposit. Textbook buy in here.

    Sentiment: Strong Buy

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