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Neuberger Berman Real Estate Securities Income Fund Inc. Message Board

dwoods4q 76 posts  |  Last Activity: 10 hours ago Member since: Mar 13, 2009
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  • Reply to

    Pershing and Levon

    by dwoods4q Mar 23, 2015 1:44 PM
    dwoods4q dwoods4q Apr 2, 2015 9:57 AM Flag

    tend to agree, have a large stake in lvnvf for a while now, IMO, after the dust settles in LVNVF, it the resource co., will buy/merge/whatever enough shares of pershing [ already controls 38%aprox. ] to complete Frosts design/objective. They will have enough funds the way the present arraignment seems structured. The question seems to be from a % standpoint should you be in Pershing or Levon. Hench my hedge. I like the idea and will possible ride them for awhile trading around my position. GL

  • dwoods4q by dwoods4q Apr 3, 2015 10:26 AM Flag

    QFOR will be reporting the Sept-Dec 2014 period when it reports. The new insurance contract/revenue is in the Jan-March 2015 period. I am expecting to see a nice , moderate, growth in year over year revenue growth with a strong guidance forward. If an analyst , or two, picks up on QFOR we could see a strong upward tick in stock price but until real revenues start to occur we should see realistic upward movement thru the next quarter or so, IMO.
    opinion/comments

  • Reply to

    Report perspective

    by dwoods4q Apr 3, 2015 10:26 AM
    dwoods4q dwoods4q Apr 3, 2015 1:30 PM Flag

    IMO , That is one of the standard answers used. Additionally they probably do have some adjustments due to their type of business. Now is the time to get everything on the straight and narrow. IF everything management said they are working on comes to fruition, which so far seems reliable , they should be in line for another major signing in the coming months. A possible doubling of business revenues in a short time period is always rewarded. How they account for revenues could be whats in question.

  • Reply to

    Report perspective

    by dwoods4q Apr 3, 2015 10:26 AM
    dwoods4q dwoods4q Apr 3, 2015 6:35 PM Flag

    Late reporting is just that and shows a flaw in the running of a company, agreed. IMO the recurring revenue streams that QFOR generates causes accounting questions/concerns for some of the best run firms and I am presently considering it part of the growing pains for QFOR. Lets see what they report and take it from there , we will know for sure in the next week or so. Regarding success, if they keep inking large contracts I can tolerate a little tardiness.

  • As we enter quarter 2 of 2015 the 510 application is getting real close. Managements last statement regarding submission of 510 to FDA was " by mid 2015 " , less than 90 days from now. After the last postponement last year and the subsequent good news regarding some operational success things have been really quiet. Management must remain quiet prior to releasing material news matters. Things are about to get real interesting in the next few months, IMO.
    Opinions/comments

  • and upfront fees is not as straight forward as it appears. I have seen many companies have to make corrections , some going back a few quarters [ some years ] , to satisfy gaap requirements. It is never a positive to have an accounting situation/problem [ if one exists? ] but if how they have stated revenues is the only question IMO it will be overshadowed by the fact the company is performing as per business plan and IS generating revenues. With upward guidance from management I currently think this could be an excellent buying opportunity if one has a 6-12 month time horizon.
    opinions/comments

  • is controlled by insiders, mutual funds and institutions. A large % of the rest was obtained recently via the secondary @$14 a share. Not much available, IMO, this is getting interesting

  • dwoods4q by dwoods4q Apr 13, 2015 10:04 AM Flag

    time. With the 15th this week, QFOR needs to report. IMO we get a 20% plus swing one way or the other. I'M expecting a nice revenue gain with very strong forward guidance. Management needs to explain tardiness in reporting that calms/answers investor concerns or it could be awhile before sp gets to real fair market value. I like the company products and space but need confidence in management to maintain my present position. Like I said show and tell time.
    comments/opinions

  • Reply to

    Show and Tell

    by dwoods4q Apr 13, 2015 10:04 AM
    dwoods4q dwoods4q Apr 13, 2015 6:51 PM Flag

    volume up 3x today, people getting antsy.............

  • I thought/believe I saw under news on the yahoo board that QFOR changed accountants. Yet when I had time in the evening to followup it was gone and the Braichild info was there. Did anybody else witness this ?

  • Reply to

    Late tuesday afternoon

    by dwoods4q Apr 15, 2015 11:08 AM
    dwoods4q dwoods4q Apr 15, 2015 1:47 PM Flag

    the only 8k on qfor web site is about brainchild acq. I'm discussing the accountants for the firm. If you know of a link to 8k regarding current/former accountants pls reply/forward.

  • Reply to

    Late tuesday afternoon

    by dwoods4q Apr 15, 2015 11:08 AM
    dwoods4q dwoods4q Apr 15, 2015 3:00 PM Flag

    THX. I have used NASDAQ , YAHOO, etc prompts/links in the past. Interesting read. The timing and managements lack of response is unsettling but if what has been reported contract wise is accurate the company get a mulligan if they get this under control ASAP. IMO All of the current contracts seem to have been verified via joint press releases. Time for management to address . Question is can they speak if they are about to release info? Isn't there a blackout period prior to quarter/yearly announcement?

  • Reply to

    Show and Tell

    by dwoods4q Apr 13, 2015 10:04 AM
    dwoods4q dwoods4q Apr 15, 2015 3:44 PM Flag

    Well we got the ps action and increased volume. Management buys some time, reporting results wise , with accountant change. Management needs to get out in front of current delays and act like responsible stewards of the ship before day traders make a mess of this company, investorwise. Back to start invest/spec. wise, putting QFOR on a short leash .

  • Reply to

    2nd and 3rd quarter and the 510 submission

    by dwoods4q Apr 7, 2015 10:23 AM
    dwoods4q dwoods4q Apr 15, 2015 3:49 PM Flag

    If/when FDA approval and with current interest , revenues could ramp quickly.Raising money shouldn't be a problem and dilution manageable, IMO

  • Gotta love it.

  • reimbursements. Can anybody save me the time and forward the date CGIX submitted for insurance codes. If memory serves me well we should be hearing news in the next quarter or so. With MSK, Cleveland clinic, etc all on board this is about to get real interesting quickly. When one understands that there are less than 2.5 million shares in play, float minus insiders, institutions etc [ back of envelope aprox. ] .and real revenues just around the corner the stock price trajectory has a beautiful look over the next year or so. How many pap smears in N.Y. yearly alone, millions ! India ? the world? and that is one test only. THX Pappajohn for the turn on.
    opinions/comments

  • Reply to

    2nd and 3rd quarter and the 510 submission

    by dwoods4q Apr 7, 2015 10:23 AM
    dwoods4q dwoods4q Apr 16, 2015 5:44 PM Flag

    and away we go...........................................................................

  • With less than 30 million shares floated that's $1 per share.......................less than 90 days to submission, FDA approval 12-18 months? ...........tomorrow should be interesting!
    opinions/comments

  • dwoods4q by dwoods4q Apr 17, 2015 9:51 AM Flag

    of float controlled by insiders and institutions accurate? gotta love it.

  • dwoods4q by dwoods4q Apr 20, 2015 11:48 AM Flag

    Although nobody wants auditing concerns in thier portfolios the current PR from company is tolerable, IMO. The company has stated that they are/remain on target with all previous stated positions. They are young enough at present endevours to give management further breathing room. IMO unless the audited financials are way out of line [ which I doubt ] this company is extremely undervalued at this price. If you have the stomach for it buy now. The present financials when released will not reflect the large contract and revenues signed this year, 2015 quarter. Additionally any new contracts will push this stock over $1, IMO. Tremendous upside, downside is if management is commiting a total fraud. I would rather have accounting for revenues and growth the problem then lack of them.

NRO
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