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Yahoo! Inc. (YHOO) Message Board

dtmccune3 32 posts  |  Last Activity: Aug 27, 2014 11:22 AM Member since: Jan 10, 2001
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  • dtmccune3 by dtmccune3 Jun 25, 2014 5:28 PM Flag

    Wouldn't be surprised if a secondary is coming...

    Would be pretty smart to raise cash at these valuations...would probably be some big shareholders taking some profits...woould help increase the float as well.

    It would tank the stock, but stock will tank soon anyway...so why not raise some cash and get some future sellers out now so the dump is only huge instead of massive lol

  • dtmccune3 by dtmccune3 Jun 25, 2014 2:01 PM Flag

    Z back on the hard to borrow list...shorts are loading back up.

  • dtmccune3 dtmccune3 Jun 21, 2014 1:12 PM Flag

    Guess the bull case is that they are going to grow revs 50-100%over the next 3-5 years... And then they will magically pull the carpet from under the even faster growth in their SG&A expenses to somehow have huge profits.

    Ain't gonna happen

  • Look at Altisource (ASPS)....that stock is down 35% from highs....and it is a much better company...granted they only compete with Z directly through a couple of subsidiaries, but any better financials ie they actually make a decent amount of money lol...better list of stock holders...all around a better company with much higher revs over 100 m in profits...but trades at half the market cap of Z.

    Zilllow has a great website, technology, service, but the stock is not trading on fundamentals. The low hanging fruit has been picked...once the top markets are more saturated I think they will find it harder to find the growth in the smaller markets.....and competition is growing more intense. Ton of companies doing the exact same thing...and I'm surprised goog doesn't have something in this space since they specialize in search and maps...highly highly doubt they would buy Z...so if they don't buy move or trlia then they probably just come out with their own company...would not be hard for them. Insiders selling bc the stock is trading on 2025 numbers lol...

    Anyway...if the stock does what asps did then it would be trading at about $85...if the market gets hit watch out

  • Reply to

    Will Utek’s stock drop below cash value?

    by pauldanzel Apr 12, 2014 3:35 AM
    dtmccune3 dtmccune3 Jun 19, 2014 3:02 PM Flag

    who is this mystery competitor?

  • dtmccune3 dtmccune3 Jun 17, 2014 5:11 PM Flag

    let the media say what they want...fact is the price wont be coming down much...the competitors want to sell at a high price as well...doubt merck paid 3.5 billion to charge a lot less than sovaldi...

    Abbvie already said they don't want to compete on price...Bristol Meyers have been having problems with their hcv treament...but both have spent a lot of money on R&D...

    Plus...sovaldi is cheaper than the drug treatments used previously by almost 1/2...the other drugs were cheaper, but had to be used for much much longer...and thats not even getting into the huge costs from liver damage and liver transplants etc.

    Clearly prices will come down and they will have rebates etc...but it won't be the huge drop some think...

  • Reply to

    $200

    by dtmccune3 Jun 17, 2014 11:14 AM
    dtmccune3 dtmccune3 Jun 17, 2014 11:39 AM Flag

    getting walked up...someone about to take a dump lol

  • dtmccune3 by dtmccune3 Jun 17, 2014 11:14 AM Flag

    looks like viking continuing to underperform....no new acquisitions....probably harder to find good deals that will move the needle...any pop from the split that has happened or will happen likely short lived...

    going to look at the long side around $200

  • Read that there are 130-150million people infected with hcv...even if you use $7000/treatment...it's a huge number. Obviously not everyone will be able to get treated, but still...

    No wonder Merck paid up...

  • Reply to

    insider sales

    by kydrby15 Jun 3, 2014 11:57 AM
    dtmccune3 dtmccune3 Jun 5, 2014 9:46 AM Flag

    Those options are likely from a while back...which is why price is low

  • Reply to

    insider sales

    by kydrby15 Jun 3, 2014 11:57 AM
    dtmccune3 dtmccune3 Jun 4, 2014 7:10 PM Flag

    Not sure I would read into insider selling that much...CEO and CFO own a ton of stock...and the Directors own a decent amount. Some of the selling was options.....and the other sales were not huge compared to their holdings...people sell for many reasons. If it continues then I would start to get a bit worried...

    I was surprised to see the short interest up so high...don't think I would want to be short this with the company's cash position and always the potential of AMAT finally biting the bullet and buying them. I guess it could just be a lot of short interest in that sector due to weakness and problems with 20/22nm node...

    Seems to me that UTEK is still sitting in a good position...although its a very cyclical industry.

    Overall, I have listened to all of UTEKs calls and these guys have always been pretty spot on about whats going on in the industry and have done a great job managing the cycles...they seem to think we are near the trough...so I am going with them and will add if it gets hit.

  • Surreal

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